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2025 Winter Conference

January 26–28, 2025
JW Marriott
Austin, Texas
Sponsors

2024 Primary Members Retreat

October 13–15, 2024
Bowie House
Forth Worth, Texas
Sponsors Agenda Roster

Executive Committee Meetig
Replacing an ERP? What is the best solution?
Managing a multi-generational workforce - Bridging the Divide
The use of research and data analytics in Higher Education
The use of RPA at an HRI
Primamry Member Round Table
Legislative Update
SACSCOC Lessons Learned - Maximizing the Case for Compliance

2024 Summer Conference

July 14–16, 2024
Margaritaville
Conroe, Texas
Sponsors Agenda Roster

CPA's Guidebook for Ethical Behavior
Asset Management Committee Meeting
Health Related Institutes Committee Meeting
Budget Committee Meeting
Seeing the Bigger Picture: Discussion on Importance of Long Range & Extending Planning
Korn Ferry's Approach to Managing Talent, Succession and Compensation
President Panel Discussion
Is P3 right for your campus?
Primary Member Session
Student Services Committee Meeting
Accounting Committee Meeting
2024 Annual Outlook for Higher Education
Committee Reports
Texas Higher Education Coordinating Board
APC: Sub-Committee Tuition Discounting

2024 LAR Workshop

April 01–01, 2024
LAR Workshop
Austin, TX

Exceptional Item Template
GAI Funding
HRI Funding
LAR Template
LBB FTE Template
Presentation

2024 Winter Conference

January 21–23, 2024
Embassy Suites by Hilton
Denton, TX
Sponsors Agenda Roster

Asset Management Committee Meeting
Executive Committee Meeting
Health Related Institutes Committee Meeting
Budget Committee Meeting
Welcome & Conference Briefing and Legislative Update
Your University Experienced A Cyberattack, Now What?
Unlocking Finance Productivity in Resource-Constrained Higher Education
Keynote: GenWHY Navigating a Multi-Generational Workforce
Addressing Deferred Maintenance: Proven Tools from the Toolkit
Primary Member Session
Student Services Committee Meeting
Accounting Committee Meeting
State of the Economy
Committee Reports
Unleashing Potential: AI in Higher Education

2023 Primary Members Retreat

October 15–17, 2023
La Mansion
San Antonio, TX
Sponsors Agenda Roster

Executive Committee Meeting
Welcome
Self-Introductions
Rebranding TACUBO
Unleashing Potential: AI in Hgher Education
Jennifer Morelli, Principal - Grant Thornton
Breakout Discussion on Presented Topic
Change Management: Strategiies for Thriving Admist Transformation
Breakout Discussion on Presented Topic
Sucession Planning - Building A Legacy Through Culture and Talent
Katie Bell, Senior Client Partner, Global Account Lead - Korn Ferry

Breakout Discussion on Presented Topic
Primary Members Collaborative Session
Be Booksmart: A Study in Affordability and Convenience
Kathleen Hayes, Senior Vice President - Follett Corporation

Breakout Discussion on Presented Topic
Centralizing the Finance Function
John McCall, Controller - Texas A&M University

Closing Remarks

2023 Summer Conference

July 09–11, 2023
Live by Loews Arlington
Arlington, Tx
Sponsors Agenda Roster

Asset Management Committee Meeting
Student Services Committee Meeting
Accounting Committee Meeting
State of SACSCOC
Sandra Jordan, Vice President - SACSCOC
Benefits of a Digital-First Campus
Mary Perry, Vice President of Business Development & Strategic Accounts - Follett Higher Education
Roger Harvey, Director, Access Solutions - Follett Higher Education
Guest Speaker - Jen Buck: Creating Golden Buzzer Moments
Jen Buck
Cash Management Overview
Monica Barria, Treasurery Manager - The University of Texas System
Budget Committee Meeting
Primary Member Session
Health Affairs Committee
Top 10 Legislative Take Aways
Jordan Smith, Manager Higher Ed Team, Legislative Budget Board
Kristina Butts, Vice Chancellor, Governmental Relations - Texas Tech University System
Nora Velasco, Deputy Director, Legislative Budget Board

Committee Reports
Student Health Center Finances
Dr. Emilio Carranco, Assistant Vice President, Student Success, Director, Student Health Center - Texas State University
Kristin Schankel, Assistant Director, Student Health Center - Texas State University
Monica Dowd, Associate Director of Business Services - UT Health Services

2023 Winter Conference

January 22–24, 2023
Fairmont Hotel
Austin, TX
Sponsors Agenda Roster

Asset Management Committee Meeting
Executive Committee Meeting
Student Services Committee Meeting
Accounting Committee Meeting
Welcome and Conference Briefing (Recap of Primary Meeting)
Remote Work Report & Tracking Productivity
Carole Clerie, Associate Vice President, Human Resources, Texas State University
Veronica Salazar, Senior Vice President for Business Affairs, UTSA
Data Informed Decisions
Dr. Valarie Fleming, Assistant Vice President, Curriculum & Academic Programs, Texas State University
Dr. Vedaraman Sriraman, Associate Vice President, Academic Affairs, Texas State University
Guest Speaker
Betsy Allen Manning
Legislative Outlook: What to Expect
Jenny Jones, Vice Chancellor for Governmental Relations, The Texas A&M University System
Lauri Deviney, Deputy Vice Chancellor, The Texas A&M University System
Primary Members Session
Budget Committee Meeting
Health Affairs - New Committee
Did You Know: Out of State and International Remote Workforce
Aaron Lemay, Interim Chief Business and Finance Officer, UTMB
Darren Bell, Assistant Director, Tax, University of Texas System
John Reyes, Senior HR Business Partner, University of Texas System
Melissa Steger, Associate Director, Office of Risk Management, University of Texas System
Committee Reports
Name Image Likeness
Scott Schneider, Partner, Husch Blackwell
Closing Remarks

2022 Primary Members Retreat

October 16–18, 2022
The Tremont House
Galveston, Tx
Sponsors Agenda Roster

Welcome, Self-Introductions, Rebranding Discussion
Eric Algoe, TASSCUBO President

Change Management: Re-engineer Accounting/Finance/Date Informed Decision Making
Dr. Debbie Thorne, Associate Provost, Texas State University
Remote Work Group Report
Remote Work Group Survey
Remote Work Report Presentation
Carole Clerie, Assistant Vice president, Human Resources, Texas State University
Strategies for Growth and Innovation
Stephanie Scott, Vice President, Marketing, PaymentWorks

Primary Members Session
Attracting and Retaining Higher Education Talent in a Remote-First World
Legislative Update
Stacey Napier, Vice Chancellor for Governmental Relations, Univeristy of Texas System

2022 Summer Conference

June 26–28, 2022
Hyatt Regency Lost Pines Resort & Spa
Bastrop, TX
Sponsors Agenda Roster

A CPA's Guidebook for Ethical Behavior
Allison M. McLeod, LLM, CPA, A PLLC, Speaker and Author
Student Business Services or Budget Committee Meeting
Back to the Future
Jim Glassman, Head Economist, Commercial Banking, J.P. Morgan Chase
The State of Texas Economy
Glenn Hegar, Texas State Comptroller of Public Accounts
CFO/Provost Fireside Chat
Dr. John Humphreys, Provost and Vice President, Texas A&M University-Commerce
Dr. Kimberly Andrews Espy, Provost and Senior Vice President for Academic Affairs - UTSA
Tina Livingston, VP for Finance and Administration/CFO, Texas A&M University- Commerce
Veronica Salzar, Chief Financial Officer and Senior Vice President for Business Affairs - UTSA
Creating a Culture of Compliance Consciousness
Bobby Mason, AVP for Institutional Compliance and Chief Compliance Officer, Texas State University
GASB Crash Course
Blake Rodgers, Partner, Deloitte & Touche LLP
Primary Member Session
Accounting, Asset Management or HSC Committee Meeting
Committee Reports
Employee Engagement in the Post Pandemic Workplace
Bob Brown
Navigating Facilities Planning and Construction in these Uncertain Times
Brett McCully, Chief Facilities Officers - Texas A&M System
John McKeon, Senior Project Manager and Lead MEP Estimator, Vermeulens
Tony Battle, President, South Texas, Byrne Construction

2022 Winter Conference

January 23–25, 2022
Horseshoe Bay Resort
Horseshoe Bay, Tx
Agenda Roster

Student Business Services Committee
Sustainable Diversity and Inclusion - Retaining and Developing Talent
James Lock, Managing Director, J. P. Morgan
Stella Silva, Ph.D., Assistant Vice President, Institutional Inclusive Excellence-Faculty and Staff Initiatives and Interim Chief Diversity Officer, Texas State University
CFO Fireside Chat
Aaron LeMay, Vice President, Financial Accounting and Reporting, The University of Texas Medical Branch
Angie Wright, Vice President for Finance and Administration, Angelo State University
Clayton Gibson, Vice President for Finance and Administration and Chief Financial Officer, University of North Texas
HR Legislative Update - 20 Bills That You Need To Keep Your Eye On
Charmaine Mazzantini, J.D., Associate General Counsel, Texas State University System
Sandra Horne, J.C., Associate General Counsel, Texas State University System
Bonds from a System and A Rating Agency Perspective
Daniel Harper, Vice Chancellor and Chief Financial Officer, Texas State University System
Susan Fitzgerald, Associate Managing Director, Moody's
Primary Member Session
Budget Committee Meeting
The State of Student Athletics
Bobby Williams, Athletic Director, Sam Houston State University
Scott Schneider, Partner, Husch Blackwell
Committee Reports
Washington Update
Megan Schneider, Senior Director, Government Affairs, NACUBO

2021 Primary Members Retreat

October 17–19, 2021
Live by Loews
Arlington, TX
Agenda Roster

General Intro Session
Non-Traditional Credentialing & Alternative Pathways to a Degree
Colin Kopreske, Managing Director, Educational Advisory Board

Remote Work Patterns and Predictions Across Sectors that Relate to Higher Ed.
Suzanne Adnams, Vice President, Gartner Research

COVID Fatigue and You're Not Listening Talk
Kate Murphy, Journalist

General Employment Law Update
Scott Schneider, Partner, Husch Blackwell

Primary Members' Reports Part I
Legislative Update
Charmaine Mazzantini, General Counsel, Texas State University System
David Rejino, Assistant Vice Chancellor for State Relations, Texas A&M University System

Primary Members' Reports Part II

2021 Summer Conference

July 12–13, 2021

Virtual
Welcome Agenda Roster

Asset Management or Budget Committee Meeting
Budget Committee Meeting
Welcome/Post COVID Finance--Where do we go from here?
Scott Winslow, Education Advisory Board
The Game Winning 3
Dave Davlin
Legislative Wrap Up
Jerry McGinty, Executive Director--Legislative Budget Board
Accounting Principles Committee
Student Business Services Meeting
Top IT Trends for Higher Ed
Daniel Grundei, Gartner Group
Robert Yanckello, Gartner Group
Commitee Reports
Primary Members Session

2021 Winter Conference

January 24–26, 2021
Virtual

Welcome Agenda Roster

NACUBO
Liz Clark, Vice President for Policy and Research at the National Association of College and University Business Officers (NACUBO)
The State of the Texas Economy
Glen Hegar, Texas State Comptroller
THECB
Dr. Harrison Keller, Commissioner of Higher Education for the State of Texas
Chancellor Roundtable
Chancellor Brian McCall, Chancellor for The Texas State University System
Chancellor James B. Milliken , Chancellor for The University of Texas System
Committee Reports Provided by Chairs
Texas State Demographer
Dr. Lloyd Potter, State Demographer
Primary Members Sessions

2020 Primary Members Retreat

October 19–20, 2020
Virtual

Welcome Agenda Roster

Discrimination Law Update in light of Bostock Opinion
Nelly R. Herrera, General Counsel, Texas State University System
Sandra Horne, Associate General Counsel, Texas State University System
Let's Talk About Racism - (Book review/discussion)
Jeanine Bias, Director of Diversity and Inclusion, Sam Houston State University
Primary Member Session
First Day Intro
Second Day Intro
Second Day Intro
Preview of Legislative Landscape
Jenny Jones, Vice Chancellor for Governmental Relations, The Texas A&M University System
Stacey Napier, Vice Chancellor for Governmental Relations, The University of Texas System
Best Practices in COVID-19 Instructional Delivery
Dr. Justin Louder, Chair - Learning Technology Advisory Committee for THECB, Associate Vice Provost & Interim Superintendent, Texas Tech University
Dr. Valerie Paton, Senior Vice Provost, Txas Tech University Health Sciences Center El Paso, Professor, Higher Education, Texas Tech Univeristy

2020 Summer Conference

June 29–July 01, 2020
CANCELLED
Due to COVID-19 Pandemic

2020 Ethics Workshop

June 29–29, 2020
Virtual Workshop

Roster

A CPA's Guidebook for Ethical Behavior
Allison McLeod, Senior Lecturer, University of North Texas

2020 LAR Workshop

January 28–28, 2020
Omni Houston Hotel
Houston, TX
Agenda Roster

NEW LAR Checklist 2022-23
NEW LAR Detailed Procedures 2020 for 22-23 LAR
NEW LAR Template at Texas A&M at XYZ Campus
NEW LBB FTE Calculation
NEW Template - Execeptional Item Forms as of 01-30-2020
NEW TxStateExceptional Item Form 01-30-2020
Consistency in Reporting--Breakout
Forumula Funding - Health Related Institutions--Breakout
General Academic Funding--Breakout
LAR Workshop Full Session

2020 Winter Conference

January 26–28, 2020
Omni Houston Hotel
Houston, TX
Sponsors Agenda Roster

Asset Management Committee Meeting
Agenda
Budget Committee Meeting
Agenda
Telecommuting Deployment of Business Affairs Functions at University of Texas at San Antonio
Sheri Hardison, Associate Vice President for Financial Affairs & Controller | University of Texas at San Antonio
Tammy Anthony, Assistant Vice President for Budget & Financial Planning | University of Texas at San Antonio
Breakout Session Track A-1: How Does Forumla Funding Work?
Joseph Duron, Executive Director for Budget and Accounting | The Texas A&M University System
Lauri Deviney, Associate Vice Chancellor for Governmental Relations | The Texas A&M University System
Breakout Session Track B: GASB Update
Blake Rodgers, Deloitte
Breakout Session Track A-2: Leading Through Influence: Best Practices for Campus Budget Team
April Barnes, Associate Vice President for Budget & Analytics | University of North Texas
Glen Nakata, Assistant Dean for Finance and Administration | University of North Texas
Ignite the Burnedout: How Leadership Inspires the Disengaged
Jessica Rector, Consultant & Keynote Speaker
What is the Future of Our Economy
Jim Glassman, Head Economist
Primary Members Session
Accounting Principles Committee
Agenda
Student Business Services Committee
Opportunities, Threats and Trends in Higher Education
Lisa Rudgers, Peterson Rudgers Group
Best Practices: Preparing for the Next Legislative Session
Jack Morton, Vice Chancellor for Government Relations | University of North Texas
Jenny Jones, Vice Chancellor for Government Relations | The Texas A&M University System

2019 Budget Committee Workgroup

November 05–05, 2019
Double Tree by Hilton Dallas-Love Field
Dallas, TX
Agenda Roster

TASSCUBO Budget Officer Committee Fall Workshop

2019 Primary Members Retreat

October 20–22, 2019
Hilton Dallas/Rockwall Lakefront
Rockwall, Texas
Agenda Roster

Understanding Your Role in the SACSCOC Accreditation Process
Dr. Belle Wheelan, President of the Southern Association of Colleges and Schools Commission on Colleges (SACSCOC)
Using Data Analytics to Lead
Belva White, Vice President for Finance & Treasury, Emory University
Sucession Planning in Higher Education - 7 Elements of Sucession Planning
Cheryl Orr, Principal/Owner, Insights HR Partners, LLC
Understanding Succession Planning: CBOs of the Future
Randy Roberson, Vice President, Leadership Development, National Association of College and University Business Officers (NACUBO)
Round Table: Case Studies
Cesario Valenzuela, Vice President Business Affairs, University of Texas of the Permian Basin
Eric Algoe, Vice President, Finance and Support Services, Texas State University
Mark McGurk, Vice President for Business Affairs, University of Texas at El Paso
Provost Roundtable: Expectations of Academic Officers and What They Need from CFOs
Dr. Eugene Bourgeois, Provost and Vice President for Academic Affairs, Texas State University
Dr. Inga Musselman, Vice President for Academic Affairs and Provost, The University of Texas at Dallas
Developing Town & Gown Relationships
Dan Johnson, City Manager, City of Richardson, Texas

2019 Summer Conference

July 07–09, 2019
La Cantera Resort & Spa
San Antonio, TX
Sponsors Agenda Roster

Accounting Principles Committee Meeting
Accounting Principles Committee Agenda
Student Business Services Committee Meeting
Asset Protection
Larry Worthy, Executive Director of Asset Protection, University of North Texas
Summary of Legislative Session
Stacey Napier, Vice Chancellor for Governmental Relations, The University of Texas System
Cyber Security: Best Practices
Andy Bennett, Deputy Chief Information Security Officer, Texas Department of Information Resources
Brian Braden, Executive Director & CTO, Information Technology, Angelo State University
Douglas W. Fox, Associate Vice President of Information Technology & CIO, Angelo State University
Jason M. Brake, Information Technology Security Officer, Angelo State University
John Hoffman, Chief Technology Officer, Texas Department of Information Resources
Ding Happens! How to Improvise, Adapt, and Innovate In an Ever-changing World!
Avish Parashar, Motivational Improviser & Keynote Speaker
How Business Officers Can Create & Support Change With Communication
Bob Brown, Sr. Vice President for Finance & Administration, University of North Texas
Margarita Venegas, Sr. Communications Strategist, Division of Finance & Administration, University of North Texas
Primary Members Session
Primary Members Agenda
Asset Management Committee Meeting
Budget Committee Meeting
Budget Committee Agenda
The Future of Student Engagement & Retention
Karin Sammons, Regional Sales Executive, ECSI
Keith Fitzsimmons , Director, Student Accounting at University of Kansas Medical Center
I-Gen: A Deeper Understanding of Our Students
Robert L. Baird, Sr. Vice President, Ruffalo Noel Levitz, LLC

2019 Winter Conference

January 27–29, 2019
Fairmont Austin Hotel
Austin, TX
Sponsors Agenda Roster

Budget & Accounting Committee's Joint Meeting: Expenditure Cost Study
Joint Meeting Agenda
The Future of NACUBO
Lynne C. Schaefer, MBA, Vice President for Administration and Finance, University of Maryland, Baltimore County, Chair of NACUBO
Susan W. Johnston, Ph.D., President/CEO of NACUBO
The State of Texas Economy
Glenn Hegar, Texas State Comptroller
Humor in the Workplace, Tackling Change with Humor!
Diana Jordan, Motivational Speaker
From Processing to Partnership: How Finance & Treasury Enhancements Can Move Your Institution Forward
Brian M. Thomason, Executive Director, JP Morgan TS Solutions Sales Spec. Sr.
James Mauldin, CPA, CTP, Associate Vice Chancellor for Treasury and Reporting, University of North Texas System
Michael D. Manna, Executive Director, JP Morgan, TS Solutions Sales Spec. Sr.
Budget Committee Meeting
Budget Committee Agenda
Primary Members Session
Primary Members Session Agenda
Accounting Principles Committee Meeting
Accounting Principles Committee Agenda
Asset Management Committee Meeting
Asset Management Committee Agenda
Student Business Services Committee Meeting
Student Business Svcs Committee Agenda
Legislative Update
Emily Deardorff, Assistant Vice Chancellor for Governmental Relations, University of Texas System
Lauri Deviney, Associate Vice Chancellor for Governmental Relations, Texas A&M University System
Committee Reports Provided by Chairs
Texas Higher Education Coordinating Board-60x30TX Status Report & Other Issues Facing the Coordinating Board
Raymund Paredes, Commissioner of Higher Education

2018 Budget Committee Workgroup

November 06–06, 2018
The DoubleTree by HIlton Dallas-Love Field
3300 W. Mockingbird Lane, Dallas, TX 75235
Agenda Roster

2018 Budget Committee Workgroup

2018 Primary Members Retreat

October 21–23, 2018
La TorrettaLake Resort & Spa
Montgomery, TX
Agenda Roster

Leadership Development & Succession Planning
Corey Bradford, Sr. Vice President for Business Affairs, Prairie View A&M University
Euletha Wade, Director of Business Services,Prairie View A&M University
Terence Finley, Associate Vice President of Business Services, Prairie View A&M University
Lessons Learned from Harvey
Chris McCall, Retired Assistant Vice President, Facilities Management, University of Houston-Downtown
David Bradley, Vice President for Administration and Finance, University of Houston-Downtown
Elisa Olsen, Executive Director of University Relations, University of Houston-Downtown
Hossein Shahrokhi, Associate Vice President,Information Technology, University of Houston-Downtown
The Nuts and Bolts of an Effective Auxiliary Program
Angie Wright, Vice President for Finance & Administration, Angelo State University
Bob Fishbein, Assistant Vice President of Auxiliary Services, The University of Texas at Dallas
Round Table Discussion
Alicia Currin, Vice President for Business & Administration & CFO, Texas A&M Commerce
Arnim Dontes, Executive Vice President for Business Affairs, UT Southwestern Medical Center
Dr. Calvin D. Jamison, Vice President for Facilities & Economic Development, The University of Texas-Dallas
Developing a High Performance Organizational System During Change
Darrell Bazzell, Sr. Vice President & CFO, The University of Texas at Austin
Promoting the Value of Higher Education in Texas
Rissa McGuire, Executive Director, Council of Public University Presidents & Chancellors
Washington and NACUBO Update
Matthew Hamill, Senior Vice President, NACUBO

2018 Summer Conference

July 08–10, 2018
Gaylord Texan Resort & Convention Center
Grapevine, Texas
Sponsors Agenda Roster Photo Gallery

President's Panel
Ray Keck, President, Texas A&M University-Commerce
Richard Benson, President, University of Texas at Dallas
Legislative Session 2019: What to Expect
Barry McBee, Vice Chancellor for Governmental Relations, University of Texas System
Jack Morton, Vice Chancellor for Governmental Relations, University of Texas System
Keynote: Carpe Change: Get along, get it done and have more fun!
Christine Cashen, A Dynamic Speaker, Inc.
Stress and Depression: Impact on the Executive Suite
Alicia Currin, VP for Business and Administration, Texas A&M University-Commerce
Bob Brown, Sr. VP for Finance and Administration, University of North Texas
Primary Members Session
Accounting Principles Committee Meeting
Accounting Principles Committee Meeting Agenda
Asset Management Committee Meeting
Asset Management Agenda
Budget Committee Meeting
Student Business Services Committee Meeting
Accounting Principles and Budget Committee Joint Meeting
Facilities-Developing Best in Class
David Reynolds, Associate Vice President for Facilities, University of North Texas
Rick Dempsey, Associate Vice President for Facilities Management, University of Texas at Dallas
Vendor Management/Fraud Prevention
Renee Starns, Executive Director of Procurement and Business Services, Sam Houston State University
Shawn McCarthy, Chief Operating Officer, PaymentWorks

2018 Ethics Workshop

July 08–08, 2018
Gaylord Texan Resort & Convention Center
Grapevine, Texas
Agenda Roster

Ethics Workshop
Allison M.McLeod, LL.M. , CPA, Attorney-at-Law

2018 LAR Workshop

January 30, 2018
The Woodlands Waterway Marriott and Convention Center
The Woodlands, Texas
Agenda Roster

LAR Workshop Documents
Formula Funding - Health Related Institutions
General Academic Funding
LAR 18-19 Reporting Practices-Institution Comparison-LAR Workshop
LAR Checklist 2020-21
LAR Detailed Procedures 2018 for 2020-2021
LAR Workshop Full Presentation-2018
2020-2021 LAR Template (spreadsheet)

2018 Winter Conference

January 28-30, 2018
The Woodlands Waterway Marriott and Convention Center
The Woodlands, Texas
Agenda Roster

Hurricane Harvey Risk Management Lessons Learned
Phil Dendy, Chief Compliance and Risk Officer for UT System
Matt Berkheiser, Director of Environmental Health and Safety, UT MD Anderson Cancer Center
Kelly Boysen, Director of Emergency Management, The University of Houston
Tax Reform Implications
Jeffrey Frank, Tax Managing Director, Deloitte Tax LLP
Keynote: Developing a Better You for a Better Us
Bryan Dodge, Dodge Development, Inc.
The State of the Texas Economy
Glenn Hegar, Texas State Comptroller
Public Safety Challenges on Today's College Campuses
Chief Larry Zacharias, The University of Texas at Dallas
Chief Jose Bañales, Texas State University
Chief Gerald Lewis, The University of Texas at San Antonio
Chief Ed Reynolds, The University of North Texas
Annual Financial Report: "They Just Don't Understand: Educating Your Campus Community"
Carlos Hernandez, Vice President for Finance and Operations, Sam Houston State University
Greg Argueta, Director of Accounting & Financial Reporting, The University of Texas at Dallas

2017 Primary Members Retreat

October 22-24, 2017
Hotel Eilan Resort and Spa
San Antonio, Texas
Agenda Roster Photo Gallery

NACUBO's Value of Higher Education Project
Ms. Kellee Edmonds, NACUBO Director of Communications and Marketing
Current Issues in Student Affairs
Dr. Keith Lamb, VP for Student Affairs & Enrollment Management
Dr. Minita Ramirez, VP for Student Success
Dr. Elizabeth With, VP for Student Affairs
THECB 60x30TX
Dr. Raymund Paredes, Commissioner
Texas Demographics and Higher Education
Dr. Lloyd Potter, State Demographer
Stress and Depression: Impact on the Executive Suite
Ms. Alicia Currin, CFO and Vice President for Business & Administration
Mr. Bob Brown, Vice President for Finance and Administration
Round Table Discussion
60x30TX Interactive Report Guide
TASSCUBO 60x30TX Data Guide
THECB Data Element Quick Guide

2017 Summer Conference

July 9–11, 2017
JW Marriott San Antonio Hill Country Resort and Spa
San Antonio, TX
Agenda Roster Photo Gallery

Transitioning with New Leadership: President's Panel
Dr. Michael Tidwell, President, University of Texas at Tyler
Dr. Cynthia Teniente-Matson, President, Texas A&M University - San Antonio
Post-Session Legislative Update
Ms. Sarah Hicks, Assistant Vice Chancellor & Dir. State Relations, Texas A&M System
Ms. Lauri Deviney, Associate Vice Chancellor, Texas A&M System
Mr. David Rejino, Assistant Vice Chancellor, Texas A&M System
Keynote: Making an Impact
Dr. Rick Rigsby, Rick Rigsby Communications
Best Practices: Partnering with a World Class Organization to Streamline Processes
Mr. Scott Porter, Toyota Production Support System Center, Toyota Motor North America
Ms. Brandi Renton, Assistant Vice President for Organizational Behavior, University of North Texas
The Financial Nuts and Bolts of Campus Projects
Mr. Eric Algoe, Vice President for Finance and Support Services - Texas State Univeristy
Dr. Kim Laird, Associate Vice President and Controller - Univerity of Texas at Dallas
Best Practices: Combating Cash & Asset Shrink
Mr. Larry Worthy, Director of Asset Protection, University of North Texas

2017 Winter Conference

January 29–31, 2017
Hotel Van Zandt, Austin, Texas
Agenda Roster

Future of Payments and the Millenial Impact
Ms. Karen Mattern, Executive Director & Senior Treasury Management Officer - JP Morgan Chase
Mr. Fabian Khosbakht, Treasury Solutions Specialist - JP Morgan Chase

The Nuts and Bolts of a P3 Mixed Use Development - Part 1
Dr. Calvin Jamison, Vice President for Administration - UT Dallas
Mr. Kirk Tames, Executive Director of Real Estate - UT System

4C's of Developing of a Diamond Employee
Ms. Colleen Dutton, Associate Vice President, Human Resources - UT Dallas

Reigning in Receivables
Mr. Fabian Khosbakht, Treasury Solutions Specialist - JP Morgan Chase
Ms. Robin White, Business Development - Chase Commerce Solutions
Mr. Greg Rogers, Treasury Specialist - JP Morgan Chase

Legislative Update
Mr. Barry McBee, Vice Chancellor & Chief Governmental Relations
Mr. Jason Smith, Vice Chancellor / Vice President for Governmental & Community Relations - University of Houston

The Trump Administration and Higher Education
Ms. Megan Schneider, Assistant Director, Federal Affairs - NACUBO
Mr. Bill Shute, Vice Chancellor for Federal Relationss - UT System

2016 Primary Members' Retreat

October 29–November 1, 2016
Omni Fort Worth Hotel — Fort Worth, Texas
Agenda

Fraud Prevention and Detection
Ben Kohnle, Partner, Audit Services
Grant Thornton LLP

Best Practices in Treasury Management
Marc Monyek, Senior Manager - Global Treasury Services
Joon Song, Manager - Global Treasury Services
Ernst & Young LLP

Best Practices in Emergency Management
Derek Preas, Director of Safety & Risk Management
Texas A&M University - Commerce
Brad Scott, Emergency Management Coordinator
University of North Texas

Round Table Discussion

Effective University CFOs and the Challenge of Succession
Planning - from a Presidential Perspective
President Denise M. Trauth
Texas State University
President Lawrence Schovanec
Texas Tech University

NACUBO's Professional Development Program
Randy Roberson, Member Engagement
National Association of College and University Business Officers

2016 Summer Conference

July 10–12, 2016
Horseshoe Bay Spa and Resort — Horseshoe Bay, Texas
Agenda Roster

Higher Education Debt Management
Ms. Mary Williams
Managing Director
Hilltop Securities, Inc

2016 Annual Financial Report Update - Texas Comptroller's Office
Part 2-USAS Year-End Processes
Ms. Shelly Arnold
Fiscal Integrity Division, Financial Reporting Section (FRS)
Ms. Selena Meyers
Fiscal Integrity Division, Appropriation Control Officer (ACO)
Bios

Texas Demographics and Higher Education
Dr. Lloyd Potter
Demographer - State of Texas
Texas Demographic Center

GASB Standards and Projects Update
Mr. Blake Rodgers
Audit Senior Manager
Deloitte & Touche L.L.P.

Legislative Update
Mr. Steve Collins
Associate Vice Chancellor and Special Counsel
The University of Texas System

FLSA Overtime Rule Changes: The Impact on Higher Education
Mr. Jim Ratchford
Partner-Cherry Bekaert LLP
Mr. Garry Straker
Practice Leader-Cherry Bekaert Benefits Consulting
Hilltop Securities, Inc

2016 Legislative Appropriations Request (LAR) Workshop

February 2, 2016
Overview
Formula Funding - General Academic Institutions, A&M System Agencies
Formula Funding - Health Related Institutions

2016 Winter Conference

January 31–February 2, 2016
Westin Galleria — Houston, Texas
Agenda Roster

Bridging the Divide: Understanding General Diversity in the Workplace
Mr. DeWayne Owens
dewayneowens.org

Powering Thru the Worry Vortex
Mr. James E. Glassman
JPMorgan Chase & Co.

60 x 30 TX
Mr. Paul Turcotte
Program Director, Texas Higher Education Coordinating Board
www.thecb.state.tx.us/formulaFunding

Exploring the State of Sustainability in Higher Education
Mr. Jay Pearlman
Associate Vice President
Sightlines

2015 Primary Members' Retreat

November 1-3rd
Pearl — South Padre Island, Texas
Agenda

Contracting Challenges After Senate Bill 20 – Impact on Higher Education
Mr. Jim Phillips
Senior Associate General Counsel & Managing Attorney
University of Texas System

Public Sector Finance Update
Mr. Blake Rodgers
Audit Senior Manager, Assurance & Enterprise Risk Services
Deloitte & Touche LLP

The Affordable Care Act (ACA) & HealthCare Reform
Mr. Kevin P. McGinnis
Executive Director, Risk Management and Benefits Administration
Texas A&M

2015 Summer Conference

Agenda Roster

Conference Sponsors

Mechanics of Cash Flow Forecasting

State of Higher Education Facilities

Preparing for Guns on Campus

The Risk of Fraud in Purchasing

2015 Winter Conference

Agenda Roster

Conference Sponsors

Washington Update

Texas Higher Education Coordinating Board

The State of the Economy

GASB 68

2014 Primary Members' Retreat

Agenda

Emerging and Strategic Risk Management

Why Does My Ethics Policy Say That

GASB Update

Strategic Risk Management - The Power of Disruption

2014 Summer Conference

Agenda Roster

Navigating Ethical Dilemmas: How to avoid the Slippery Slope

Application of Strategic Financial Analysis

The Glass Ain't Half Empty It's Just too Big

Preview of the 84th Texas Legislature

2014 Summer Conference Sponsors

Overview of Strategic Financial Analysis

Affordable Care Act

2014 Winter Conference

Agenda Roster

Roster of Sponsors

Risk Management – The Tip of the Spear

Tools and Techniques Fraud Prevention and Detection

Campus Tax Issues

Thanks to Meeting Sponsors

2013 Primary Members' Retreat

Agenda

2013 Summer Conference

Agenda

Committee Agendas

A Look at Higher Education - from the Outside

Integration of Development and Business Offices

Panel Discussion – Process Redesign

83rd Legislative Session Update

NCAA Dashboard Project

2013 Winter Conference

Agenda

Unrelated Business Income Tax (UBIT) presentation

TRS Update

The 113th Congress Crisis Management

Fiscal Issues for 83rd Legislature

Higher Education Taxation Institute

THECB – Outcomes Based Funding

Travel Update

2012 Primary Members' Retreat

Agenda

Executive Committee

High Impact Leadership Presentation

Preview of The 83rd Texas Legislature Presentation

THECB - Formula Funding and Recommendations Presentation

2012 Summer Conference

Agenda

Accounting Principles Agenda

Accounting Principles Presentation

Budget Committee Agenda

LAR Schedule 1A
LAR Consistency Standards

Budget Committee Presentation

Student Business Services Agenda

Texas Tuition Promise Fund Presentation

Texas Demographic Presentation

Campus Condition Index Presentation

Start an Epidemic Without Becoming a Plague

2012 Winter Conference

Agenda

Accounting Principles Agenda

Budget Committee Agenda

Student Business Services Agenda

2011 Primary Members' Retreat

Legislative Review - SB 5

Shared Services Initiative

Making Teams and Teamwork Work

Enterprise Risk Management

The Changing Media Landscape

Texas Connection Consortium Overview

2011 Summer Conference

Accounting Principles Committee Presentation

DOE State Authorization Requirements Presentation

E-Text Presentation

Legislative Update

82nd Legislature

Occupational Fraud Presentation

Budget Committee Presentation

2011 Winter Conference

Providing Solutions for Revenue/Expense Presentation

TRS Update Presentation

Predictably Irrational Presentation

2010 Primary Members' Retreat

Information Security Issues Presentation

Legislative Outlook Presentation

Deferred Maintenance/Campus Condition Index Presentation

Demographic Characteristics and Trends Presentation

2010 Summer Conference

Budget Committee Presentation

Texas Tuition Promise Fund Presentation

Special Items & Cost Studies Presentation

Higher Ed Special Items

Meeting Information Request Refund

2025 Winter Conference

2024 Primary Members Retreat

2024 Summer Conference

2024 LAR Workshop

2024 Winter Conference

2023 Primary Members Retreat

2023 Summer Conference

2023 Winter Conference

2022 Primary Members Retreat

2022 Summer Conference

2022 Winter Conference

2021 Primary Members Retreat

2021 Summer Conference

2021 Winter Conference

2020 Primary Members Retreat

2020 Summer Conference

2020 Ethics Workshop

2020 LAR Workshop

2020 Winter Conference

2019 Budget Committee Workgroup

2019 Primary Members Retreat

2019 Summer Conference

2019 Winter Conference

2018 Budget Committee Workgroup

2018 Primary Members Retreat

2018 Summer Conference

2018 Ethics Workshop

2018 LAR Workshop

2018 Winter Conference

2017 Primary Members Retreat

2017 Summer Conference

2017 Winter Conference

2016 Primary Members' Retreat

2016 Summer Conference

2016 Legislative Appropriations Request (LAR) Workshop

2016 Winter Conference

2015 Primary Members' Retreat

2015 Summer Conference

2015 Winter Conference

2014 Primary Members' Retreat

2014 Summer Conference

2014 Winter Conference

2013 Primary Members' Retreat

2013 Summer Conference

2013 Winter Conference

2012 Primary Members' Retreat

2012 Summer Conference

2012 Winter Conference

2011 Primary Members' Retreat

2011 Summer Conference

2011 Winter Conference

2010 Primary Members' Retreat

2010 Summer Conference

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