2016 Summer Conference – Corpus Christi

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2016 Annual Business Meeting Packet


About the Speakers

Constance Allison

Constance Allison currently serves as the policy director for the Office of the Governor. Allison grew up just down the road in Alice and is a graduate of Texas A&M University (‘92) and Texas Tech School of Law (‘95). She began her legal career in Dallas as a litigator in the Attorney General’s Consumer Protection Division before joining the commercial litigation section of a law firm.

Suspecting that she would prefer to work on the front end of the law, Allison relocated to Austin and became a legislative staffer in 1999. She was right and has spent the past 17 years at the Capitol in various roles, including chief of staff and general counsel to Sen. Steve Ogden, assistant general counsel to Gov. Rick Perry, and legislative director and general counsel to Lt. Gov. David Dewhurst. She joined Gov. Greg Abbott’s Office in January 2015.

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Commissioner Toby Baker

Toby Baker was appointed to the Texas Commission on Environmental Quality (TCEQ) by Gov. Rick Perry effective April 16, 2012. His term will expire on Aug. 31, 2017. Along with his two fellow full-time commissioners, Baker establishes overall agency direction and policy, and makes final determinations on contested permitting and enforcement matters. Baker also serves as Gov. Abbott’s appointee to the Gulf Coast Ecosystem Restoration Council, represents Texas as the chair-elect on the Gulf of Mexico Alliance Management Team and serves on the Coastal Land Advisory Board.

Prior to his appointment, Baker was a policy and budget advisor on energy, natural resources and agriculture issues for the Governor’s Office, where he was also the liaison between the office and members of the Legislature, constituents, the Railroad Commission of Texas, TCEQ, Texas Parks and Wildlife Department, Texas Department of Agriculture and Texas Animal Health Commission. He is a past natural resource policy advisor to Sen. Craig Estes and the former director and clerk of the Texas Senate Subcommittee on Agriculture, Rural Affairs and Coastal Resources.

Baker received a bachelor’s degree from Texas A&M University, where he was a member of the Corps of Cadets, and a Master of Public Service and Administration from the Texas A&M George Bush School of Government and Public Service. He is also a graduate of the National Outdoor Leadership School and the Governor’s Executive Develop

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Tom Currah Download Presentation

Tom Currah is the state’s chief revenue estimator and director of the Revenue Estimating Division at the Comptroller’s office. Revenue Estimating produces the Biennial Revenue Estimate before each regular legislative session, informing the Texas Legislature how much money is available to be appropriated in the state budget. The division also helps verify that the final budget spends no more revenue than the Comptroller expects to be available and estimates gains or losses from any bill that affects state revenues.

Currah has worked at the Comptroller’s office since 1999. During his tenure, Currah has developed and led an array of in-depth, complex and award-winning data analysis and research projects related to critical issues affecting Texas and its economy. He has a bachelor’s degree from the University of Texas at Austin and a master’s degree from the University of Houston.

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Greg Herbert, CIA, CGFM, CGAP, CFE, CBM

Greg Herbert served as the chief financial officer for the Office of the Attorney General for 21 years until his retirement in June 2015. Not quite ready to call it the end of a career, he recently joined the Health and Human Services Commission (HHSC) Inspector General. He previously held the positions of assistant director of accounting for the Attorney General, served as an assistant state auditor for the State Auditor’s Office and has functioned in various management positions for non-governmental entities.

Herbert received business degrees from the University of Texas at Austin and Southwest Texas State University. He is a Certified Internal Auditor, Certified Government Financial Manager, Certified Government Auditing Professional, Certified Fraud Examiner and Certified Business Manager.

In his leisure time, Herbert actively restores antique automobiles and spends time with his wife who has put up with him for 25 years.

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Ray Hymel, Jr. Download Presentation

Ray Hymel has represented Texas Public Employee Association (TPEA) members at the Capitol since February 2005, providing policy analysis and proposals, presentations before both legislative committees and constituent groups, and advocacy on behalf of state employees and retirees alike. He has also represented the Texas Game Wardens as well as the health claims auditing firm Sagebrush.

Hymel served as the Employees Retirement System governmental relations liaison from 1994 to 2005. He earned his bachelor’s degree in history and his master’s degree in government from the University of Texas at Austin.

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Carla James

Carla James serves in the Fiscal Management Division at the Comptroller of Public Accounts. Prior to joining the Comptroller’s office, she was deputy securities commissioner at the Texas State Securities Board. James also served as director of staff services for the board. Before joining the Securities Board in 2003, she served as the executive director of the Texas Incentive and Productivity Commission and held positions at the Legislative Budget Board and the Texas Facilities Commission. James received her Bachelor of Arts in Political Science from the University of Texas at Austin.

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Todd Kimbriel Download Presentation

Todd Kimbriel serves as the deputy executive director of the Texas Department of Information Resources and state chief information officer. He previously held the position of deputy executive director at the agency.

Kimbriel joined the agency in 2008 to serve as the program manager for the internal Information Technology Division and was promoted to director of eGovernment and Information Resource Manager in 2010. As the director of eGovernment, he absorbed added responsibility for leadership of Texas. gov, the official website for the state of Texas. In 2012, he was given the additional responsibility to lead the Data Center Services transformation and program. Through hard work and a dedicated focus on customers, staff and bottom line results, Kimbriel was promoted to interim chief operations officer in 2013, and confirmed as chief operations officer in 2014.

As chief operations officer, in addition to existing areas of responsibility, Kimbriel provided leadership to critical programs, including the state’s voice and data network, technology cooperative contracts program, and technology policy and planning. Kimbriel was promoted again in 2014 to deputy executive director. On Jan. 1, 2015, he was named interim executive director and interim chief information officer for the state and currently oversees all operational aspects of the agency.

Before joining state government, Kimbriel served more than 25 years in the private sector. He is a lifelong information technology professional, having spent time in all aspects of technology including planning, design, operations, customer service and management. His industry experience outside of public service includes telecommunications, aviation, retail merchandizing and import/export. He graduated from Syracuse University with an undergraduate degree in finance.

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Mike Morrissey

Mike Morrissey is Lt. Gov. Dan Patrick’s budget director and senior advisor for fiscal policy, a position held since January 2015. In this role, he helps the Lieutenant Governor and the Texas Senate develop the Senate’s plan for Texas’ biennial state budget, and then works with the House, Governor and Comptroller to adopt and implement that budget and other state revenue and spending measures.

From 2001 to 2015, Morrissey held three positions for former Gov. Rick Perry: director of budget, planning and policy; senior advisor and deputy chief of staff. From 1994-2001, Morrissey served as director of fiscal policy for former Lt. Gov. Bill Ratliff, as budget director for former Lt. Gov. Rick Perry, and as budget director and special assistant to former Lt. Gov. Bob Bullock. He worked as legal counsel/budget examiner at the Legislative Budget Board from 1986 to 1994.

Morrissey is the former president of the National Association of State Budget Officers. His educational background includes a Bachelor of Arts in economics from the University of Oklahoma and a J.D. from the University of Arkansas. He is licensed to practice law in Texas and is a graduate of the Governor’s Executive Development Program. In 2004, he was named the Texas State Employees Association Administrator of the Year.

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Laurie Peterson

Laurie Peterson is a recognized technical expert that helps organizations, teams and individuals solve both hard- and soft-skill challenges across the globe. She does this through consulting, facilitation and coaching.

Peterson has extensive experience in change management, leadership development, project and system management, organizational development, operational excellence, strategic planning and process improvement to help you achieve ultimate effectiveness. She has worked for large organizations such as NASA, Cape, Rice University and ExxonMobil. Peterson provides experiential coaching and facilitation, allowing clients to seek answers, with occasional guidance. She is a Certified Executive Coach, Lean Six Sigma Black Belt Process Improvement Facilitator, Daring WayTM Facilitator and Consultant, Sustainability Practitioner, Myers-Briggs Type Indicator Practitioner, EQi 2.0 and 360 and Personalysis Assessment Provider, and Woman-Owned Business.

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Brian Ragland, CPA Download Presentation

Brian Ragland serves as chief financial officer for the Texas Department of Transportation (TxDOT). He began his career with the University of Texas System Administration as an accountant and auditor in their Oil and Gas Department and then became the financial manager of their Employee Group Insurance Division where he served until 1996. Ragland then became chief financial officer for the State Preservation Board where he oversaw all financial, human resources, enterprise and information resource functions of the agency until 2003, when he joined TxDOT.

Ragland began his TxDOT career as the director of the Claims Management section of the Finance Division in 2003. He left TxDOT in 2005 to pursue an opportunity as senior vice president and chief financial officer of Walden Affordable Group LLC, an affordable housing management firm. Ragland returned to TxDOT in 2008 and served as director of TxDOT’s Finance Division until 2016.

Ragland, born and raised in Plainview, received his Bachelor of Business Administration in 1990 from the University of Texas at Austin. He earned a Master of Business Administration from Southwest Texas State University in 1999. He is a licensed Certified Public Accountant (CPA).

Ragland serves on the Board of Trustees for the Employees Retirement System, which oversees pension plans, health insurance and other benefits for state employees and retirees. His current term expires Aug. 31, 2017. He is a member of the American Institute of CPAs, State Agency Coordinating Council and TSABAA.

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Ed Robinson

Ed Robinson has been a business growth advisor and sales trainer for more than 30 years with experience in 30 countries and multiple industries. He is CEO of Rainmaker Performance Group, a company that provides business growth strategies and leadership skills to organizations worldwide, “transforming professionals to Rainmakers.”

His books include Four Giant Steps to Leadership, From Fighting the Storm to Dancing in the Rain and The Million Dollar Rainmaker series, a parable about developing new business. He also has created “Rainmaking Strategies for Success,” a sales and marketing system.

Organizations he has worked with include KPMG, Wells Fargo, American Airlines, Blue Cross/Blue Shield, U.S. Department of Housing and Urban Development, National Coalition of Concrete Burial Vault Owners, Institute of Internal Auditors, MetLife, Merrill Lynch, Zurich Financial, Clear Channel, Time Warner, Deloitte, U.S. Postal Service and Environmental Protection Agency.

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Barney Schulz, CPA

Barney Schulz served as the chief financial officer for the Texas School for the Blind and Visually Impaired for 34 years until he retired in 2016.

Schulz attended the University of Texas at Austin and received his Bachelor of Business Administration degree, majoring in accounting. He is a Certified Public Accountant and continues to operate his accounting office in Round Rock.

Schulz and his wife Betty will be married for 43 years next month. They have three children and five grandchildren.

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Catherine Terrell, CPM Download Presentation

Catherine (Cathy) Terrell is the deputy executive director for the Employees Retirement System of Texas (ERS) where she helps oversee agency operations and programs. ERS administers programs that provide retirement, deferred compensation, and cafeteria plan flexible benefits for nearly 200,000 state employees and retirees and the Texas Employees Group Benefits Program, which provides health care coverage to more than 500,000 state and higher education employees, retirees and their families.

ERS manages an investment portfolio of more than $25 billion, invested in a diverse asset mix. Investment returns provide about two thirds of the benefits paid to retirees. Terrell has served in several roles at ERS including director of Governmental Affairs, Communications and Research and Customer Benefits Divisions.

Terrell has worked in both the public and private sector in public affairs and marketing. As a newspaper reporter and editor, her work earned awards from the Associated Press. She is a graduate of Texas A&M University and is a Certified Public Manager.

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Lori Trank, CPA

Lori Trank retired in August 2015 after 27 years of state service. She worked in various audit and financial management positions with Texas Department of Criminal Justice, Texas Education Agency and most recently with Health and Human Services Commission.

Trank is currently the controller for Neos Consulting Group, a longtime TSABAA vendor. She graduated from San Diego State University with a Bachelor of Science in accounting and is a Certified Public Accountant. Alongside serving as last year’s president, Trank has served on multiple TSABAA committees, including the Executive Committee. In her spare time, she enjoys travel and spending time with family and friends.

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Dr. Lila Valencia Download Presentation

Dr. Lila Valencia is a researcher and legislative liaison at the Office of the State Demographer. She has over 10 years of experience in quantitative and qualitative research in both the public and private sectors. Her current work focus involves understanding and communicating demographic trends and processes in Texas.

Valencia holds a Ph.D. in applied demography from the University of Texas at San Antonio, a master’s degree in psychology from the College of William & Mary in Virginia, and a bachelor’s from the University of Texas at Austin. She is originally from Brownsville, Texas.

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