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TIMELINE 2011
ABOUT THE SPEAKERS
(This is last years list of speakers, this years list will be updated soon.)

 

 
JAMIE SPIEGEL
GARY KERBOW
MICHAEL RICHMOND
NARITA HOLMES, CPA
TRACI ROBERTSON
DAVID BOHANNON
PHILIP TODD
PAMELA M. PERKINS
LAURA S. FOWLER
LORENA GARCIA
MARK ROGERS, CPM
CARLOS CASCOS, CPA
 
ANNE WHEELER, CPM
MELITON MOYA
ELTON D. BROCK, CPM
ALLEN L. HENDERSON
LORI ATWOOD RAMOS
GEORGIA LOIDI, CPA
STEVE FISHER
LORI BURNS
MIGUEL A. SALDANA, JD
JOE L. LOPEZ
WILLIAM (BILL) RUSTEBERG
List of Classes to be Presented
Calendar of Events

JAMIE SPIEGEL
Jamie is currently the Director of Purchasing for Round Rock ISD, overseeing Purchasing, Distribution, Print Services, and Textbook operations. Jamie has been with RRISD for 7 years, and prior to the district was with the State of Texas Building and Procurement Commission (TBPC) for 11 years, with responsibilities as Purchaser, Programs Director for eProcurement, QISV and Cooperative Purchasing. He is certified through Texas Association of School Business Officials as a CTSBS. He graduated form Concordia University at Austin in 1983 with a degree in Business Management and Administration.

GARY KERBOW

Gary is the Director of Purchasing for the Dallas ISD. He began his career in purchasing in 1995 as a Purchasing Agent for Lewisville ISD and later became Assistant Director. Gary moved to Carrollton-Farmers Branch ISD in 1999 as Director of Purchasing then the Executive Director of Materials Management and Student Nutrition. Other organizations he belongs to are ARMA International, ASBO International and the Texas Association of School Business Officials.

MICHAEL RICHMOND
Michael is the Director of Investigations with the Financial Audits Division of TEA. Michael has been with the Agency since 1985. He has a BBA in Accounting from Southwest Texas State University and is a Certified Public Accountant.

NARITA HOLMES, C.P.A.
A C.P.A. in the state of Texas since 1971, Narita Holmes served as Ector County Purchasing Agent from 1987 until she retired in 2004. Previous employment includes three years with a big-eight accounting firm, and fifteen years as chief financial officer for financial institutions. She has been an accounting instructor for Odessa College and the University of Texas of the Permian Basin and also taught a variety of management courses including Purchasing Management. Narita speaks frequently on a variety of topics for workshops, conferences and in-service training. A graduate of the University of Texas at Austin with a BBA in Accounting, she earned an MBA in Management at the University of Texas of the Permian Basin. Narita is a Board Member of the new Texas Public Purchasing Association.

TRACI ROBERTSON
Traci is the Executive Director of Purchasing/Contract Services for the Lubbock Independent School District. She has been in school district purchasing for 14 years. In addition to procurement, she is responsible for administering the district’s privatized service contracts. She has a BBA from Tarleton State University.

DAVID BOHANNON
David is the Director of Procurement and eCommerce for the North East ISD. He has over eighteen (18) years in public education purchasing. A graduate of Texas Wesleyan University, Fort Worth, of 1986 with a BBA degree.

PHILIP TODD
Philip is presently Director of Purchasing for the Dallas County Community College District. Prior to working for the DCCCD, experience included 14 years in corporate procurement and contracting in the banking business. Prior to working in the banking world, Philip was an Industrial Arts instructor, school administrator and spent ten years in public purchasing with the Dallas Independent School District. He has a Bachelor of Science degree and a Master of Science degree from the University of North Texas.

PAMELA M. PERKINS
Pam Perkins is an investigator/program specialist in the Consumer Protection Division of the Texas Attorney General’s Office where she has worked since 1988. Pam graduated from Stephen F. Austin State University and completed graduate work at Southwest Texas State University. Pam has investigated and worked on numerous bid rigging, price fixing, and related antitrust cases involving public procurement issues, and teaches classes throughout the state on issues and concerns with public entity purchasing.

LAURA S. FOWLER
Laura Fowler has been a licensed Texas Attorney for the last 28 years. After graduating from Baylor law School in 1979 and after a three-year tour as a commissioned officer in the US Naval Reserve, Ms. Fowler returned to Texas where she has concentrated her practice in construction and real estate. Henslee, Fowler, Hepworth, & Schwartz, L.L.P. the four lawyer Ms. Fowler joined in 1985, has grown to a fifty-seven lawyer firm serving six Texas cities.

LORENA GARCIA
Mrs. Garcia is the Director of Purchasing for McAllen ISD with over thirteen years experience in public procurement. She has a BBA from the University of Texas Pan American with a background in Comp9uter Information Systems. Mrs. Pequeno has been developing procurement and warehouse data management solutions for over ten years.

MARK ROGERS, C.P.M.
Mark retired form the Austin ISD on June 30, 2009 where he was the Director of Purchasing and Central Services. Prior positions include Director of Materials Management for the University of New Mexico at Alburquerque and Director of Purchasing and Support Services for Austin Community College. Mr. Rogers has been in public purchasing since 1974. He is a graduate of the University of Texas at Austin. Mark is now speaking at seminars and doing consulting work.

CARLOS CASCOS, CPA
Judge Carlos is the newly elected Cameron County Judge, but he is still a partner at Patillo, Brown, & Hill, CPA’s an accounting firm with eight (8) offices located in Texas and New Mexico. A Certified Financial Manager and a member of the American College of Forensic Examiners, Carlos is a graduate of the University of Texas at Austin.

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ANNE WHEELER, CPM
Anne is the Purchasing Agent for Leander ISD in Leander (Austin), Texas. Anne has over 25 years of Purchasing and contract management experience, leading purchasing teams for the City of Natchitoches LA., Texas Commission for the Blind, Austin Community College, and Texas Guaranteed Student Loan Corporation, and now LISD. She is a graduate of business school at the University of Texas at Austin and has earned her C.P.M. and CPPB. Anne is currently serving on the Board for CTPA-Central Texas Purchasing Association.

MELITON MOYA, Ph.D
PhD from the University of Colorado at Boulder, December, 1981. Major in Clinical Psychology, Minor; Social Psychology, Ba from Pan American University. Dr. Moya has extensive experience in working with psychological arrangements, teaching psychology at the University level both undergraduate and graduate courses. He is the founder of “The Process Manager” specializing in educational management solutions.

ELTON D. BROCK, C.P.M.
Elton is currently the Manager of Statewide Contracting and Procurement Strategy with the Texas Comptroller of Public Accounts. Elton Was recently elected to the Board of Directors for NAPM-Austin for 2008 and 2009 as both the 1st Vice-President and Programs Director, served as President of NAPM-Central Texas for 2005-2007, and has held the office of Education Director for the (ISM) Institute of Supply Managements’ Southwest Forum for the past three years. Elton holds certifications as CTP and CTPM from TPASS, and C.P.M. from ISM. Elton is a graduate of Sam Houston State University.

ALLEN L. HENDERSON
Allen was Assistant Director, Facilities Planning, Design and Construction at Texas State University—San Marcos—retiring from that institution in 2007 after nearly 26 years of public service. He has over 30 years of experience in the facilities maintenance and construction industry and holds a Bachelor’s degree in Applied Arts and Sciences from Texas State with professional development in Construction Management. He currently provides independent JOC consulting services to include educational and training efforts and contractor performance auditing.

LORI ATWOOD RAMOS

Lori is the Purchasing Specialist for the Region One ESC Child Nutrition Program – South Texas Coop. She received her Bachelor of Science Dietetics at the University of Texas Pan American (UTPA and is currently pursuing a Masters in Business Administration.

GEORGIA LOIDL, C.P.A.
Georgia Loidl is a partner with the firm of Long Chilton, LLP, practicing in the McAllen office. Georgia graduated from the University of Texas – Pan American in 1982. Georgia has been performing school district, municipal, and governmental audits for over twenty years in the valley. She has served as the engagement partner on school district, cities, and OMB A-133’s audits for the last fourteen years. Mrs. Loidl is a designated industry specialist and governmental partner for Long Chilton and has been designated as a reviewer on local government engagements for other Long Chilton offices. She has provided consulting services related to internal control systems, accounting procedures, bidding compliance, taxes receivable and other areas.

STEVE FISHER
Steve is currently the Program Manager for TASB’s Texas Local Government Statewide Purchasing Cooperative (BuyBoard). Mr. Fisher has spent the last 17 years working with various governmental entities throughout Texas. He also spent 6 years working with the TASB as Assistant Director of District Services responsible for the statewide marketing of the Associations programs and services.

LORI BURNS
Lori is the Director of Membership and Communications for Public Power Pool and Association Power, LLC., educating eligible entities about the competitively-bid, aggregate power contracts thru the use of cooperative contracts. Lori spent her pervious seven years at the Texas Department of Information Resources.

MIGUEL A. SALDANA, JD
Mr. Saldana is currently the General Counsel for the Brownsville Independent School District, serving in that capacity for the last five years. Additionally, he currently serves in the same capacity for the Point Isabel Independent School District. He recently joined the law firm Walsh, Anderson, Brown, Schulze & Aldridge, P.C. Mr. Saldana practices school litigation and litigates management and business issues, and school employment issues. Mr. Saldana graduated from the University of Texas at Austin in 1975 with a Bachelors of Business Administration with Honors. He graduated from the University of Texas School of Law in 1988.

JOE L. LOPEZ
Joe has a BBA degree from UT-Pan American University. He is currently a school board member with South Texas ISD. He is a past board member with Brownsville ISD for ten years, eight years with Valley Appraisal District, three years with the Boys/Girls Club, and Legislative Board of Region One. He is a financial consultant and is involved in his family-owned grocery store chain.

WILLIAM (BILL) RUSTEBERG
Bill is an independent insurance agent; he is currently the Employee Benefits Consultant for numerous governmental entities. He has over 27 years of experience in the insurance industry. Bill also holds a license in Risk Management (among others) issued by the Texas Department of Insurance with reciprocal licenses in Illinois, Alabama, and Colorado.

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