Leadership Legacies

30th
Annual Conference
January 25–26, 2014 • Hilton Austin Hotel
Leadership
Legacies
Texas Council of Women School Executives
www.tcwse.org
2014 Conference
Committee
2013 Executive Board
Conference Coordinator
President
Jean Bahney, Principal, Austin ISD
Pat Ramirez, John H. Wood, Jr. Charter
District
President-Elect
Patricia Ramirez, Assistant Superintendent, John H. Wood, Jr.
Charter District
Vice President
LaTonya M. Goffney, Superintendent, Lufkin ISD
Committee Members
Secretary
Stacey McGraw, Graduate Student, Texas Tech University
Jane Brewer, Houston ISD
Historian
Tina Seaman, Associate Principal, Katy ISD
Elizabeth Clark, Birdville ISD
Past President
Denise Daniels, Assistant Principal, Katy ISD
LaTonya Goffney, Lufkin ISD
Executive Secretary/ Ann M. Halstead, Assistant Executive Director, Services
Treasurer
and Systems Administration, TASA
Trudy LeDoux, Humble ISD
Danette Maldonado, Houston ISD
Officers
Legal Counsel
Stacey McGraw, Texas Tech
Laura S. Fowler and Susan Morrison, Attorneys, The Fowler
Law Firm, PC
Maria Rodriguez-Casas, Mathis ISD
Regional Advisory Committee
Sharon Ross, Mexia ISD
Region 1
Shirley J. Mills, Associate Professor, University of Texas-Pan American
Region 2
Maria Rodriguez-Casas, Superintendent, Mathis ISD
Region 3
Tina Herrington, Superintendent, Meyersville ISD
Region 4
Danette Maldonado, Principal, Houston ISD
Genie Linn, University of Texas at Tyler
Region 4
Susan E. Sanchez, Assistant Principal, Katy ISD
Jerry MacLaren, Let’s Roll DVDs
Region 6
Stacey Edmonson, Professor and Chair, Educational Leadership, Sam
Houston State University
Region 7
Debi Crawford, Assistant Superintendent, Educational Services,
Hawkins ISD
Region 8
Missy Walley, Elementary Principal, Chapel Hill ISD
Tina Seaman, Katy ISD
Past Presidents Committee
Elizabeth Clark, Birdville
Janet Hood-Hanchey, Lewisville ISD
Margret A. Montgomery Sheffield,
Montgomery Consultant Services, Inc.
Focus Session Facilitators
Karla Burkholder, Northwest ISD
Debi Crawford, Hawkins ISD
Denise Daniels, Katy ISD
Region 10 Misty Shipley, Internal Auditor, Irving ISD
Carolyn Evermon, Harlandale ISD
Region 11 Karla Burkholder, Director, Instructional Technology, Northwest ISD
Paula Fantegrossi, Harlandale ISD
Region 12 Sharon D. Ross, Superintendent, Mexia ISD
Shelly Faulkner, Mesquite ISD
Jana Garner, Forney ISD
Susie Garza, Katy ISD
Genie Linn, University of Texas at Tyler
Diane Stegall, Modern Woodman
Fraternal Financial
Region 13 Karla Moyer, Senior Coordinator for Human Resources, ESC Region 13
Region 14 Lindy Robinson, Superintendent, Rotan ISD
Region 17 Rhonda Dillard, Director, Human Resources, Frenship ISD
Region 18 Mary Lou Carrasco, Superintendent, Balmorhea ISD
Region 20 Patricia Ann Welter, Assistant Principal, San Antonio ISD
2
Review Committee of Past Presidents (active)
Margret A. Montgomery Sheffield, Consultant, Montgomery Consultant Services, Inc.
(1984–1985)
Yvonne Katz, Superintendent (Ret.)/Trustee, Alamo Community College District
(1986–1987)
Janiece T. Campbell, Retired Professor (1987–1988)
Virginia L. Collier, Retired Superintendent/Professor (1990–1991)
Genevieve Brown, Retired Dean (1993–1994)
Jackie Jenkins, Consultant, Jackie Jenkins Ph.D. Consulting (1994–1995)
Juneria P. Berges, Executive Director and Co-Founder, Anchors for Life Foundation
(1995–1996)
Beverly J. Irby, Professor and Chair, K-12 Educational Administration Programs, Texas A&M
University (1996–1997)
Barbara A. Sultis, Retired Superintendent/Educational Consultant (1997–1998)
Dianne Hess, Consultant, Dianne Hess Consulting (1998–1999)
Judi Jones Benestante, Consultant, The Benestante Group (1999–2000)
Anita M. Pankake, Retired Professor (2000–2001)
Elizabeth A. Clark, Associate Superintendent, Curriculum and Instruction, Birdville ISD
(2001–2002)
Shirley M. Coleman, Retired Superintendent/Consultant (2002–2003)
Vicki Miller, Student Services Director, Terrell ISD (2004–2005)
Nancy K. Vaughan, Retired Superintendent; Consultant, NKV Consulting; and Assessment
Coordinator, Lake Worth ISD (2005–2006)
Jennifer S. Blaine, Associate Superintendent, Administration and Operations, Spring
Branch ISD (2006–2007)
Viviana Lopez, Director, School Engagement and Improvement, Texas Education Agency
(2007–2008)
Priscilla White, Retired/Consultant (2008–2009)
Diane Stegall, Retired Superintendent/Financial Advisor, Modern Woodmen Fraternal
Financial (2009–2010)
Lu Stephens, Associate Professor, Lamar University (2010-2012)
3
2014 Conference Sponsors
2014 TCWSE Awards & Recognition
Margret Montgomery Leadership Award
Creating & Managing Wealth, LLC
Given to an outstanding Texas educator who has demonstrated
exemplary leadership and supported professionalism for women in
education and who exemplifies the mission of TCWSE.
TCG Group Holdings, LLC
Recipient: Genie Linn, Associate Professor, University of Texas at Tyler
President’s Circle
Platinum
Scholastic Inc.
The Inova Process, LLC
Gold
Imagine Learning
SHW Group
Friend Award
Given to an individual/organization who has made a significant
contribution to TCWSE.
Recipient: Syfr (Richard Erdmann, Founder and CEO, and Christine
Drew, President and COO)
Bravo Award
Silver
Compass Learning
Fundraisers, Inc.
Learning.com
Think Through Math
Presented for exemplary practitioners, innovative programs, and
initiatives that promote community and parental involvement.
Recipient: Karla Burkholder, Director, Instructional Technology,
Northwest ISD
Pat Shell Scholarship
Named in honor of Pat Shell, an outstanding Texas education leader
and mentor to both men and women educators.
Recipient: Sharon Ross, Superintendent, Mexia ISD
Résumé Reviews (Room 414)
Coordinator:
Sharon Ross, Superintendent, Mexia ISD
Sign up when you arrive at the conference for this opportunity to gain a fresh understanding of how to put your best
foot forward and make your résumé rise above the crowd. This is a must-do session for administrators heading up the
career ladder. You must bring a copy of your résumé in order to sign up for a one-on-one Résumé Review session.
(Please Note: Résumé Review sessions are conducted on Saturday only.)
Reviewers:
Debi Crawford, Assistant Superintendent, Hawkins ISD
Vickie Dunn, Superintendent, Girls & Boys Preparatory
Elaine Howard, Executive Director, Human Resources, Judson ISD
Karla Moyer, Senior Coordinator for Human Resources, ESC Region 13
Jennifer Rower, Executive Director of Human Resources, John H. Wood, Jr. Charter District
Donna Savage, Assistant Superintendent, Mexia ISD
Diane Stegall, Retired Superintendent/Financial Advisor, Modern Woodmen Fraternal Financial
Diana Tudyk, Interim Executive Director, Harlandale ISD
Kathryn Washington, Principal, Goodrich ISD
4
THE RIGHT CHOICE
Step Into the Electronic Future
At Creating and Managing Wealth, we serve your busy life by
offering multiple ways for you to stay informed of your current
financial situation. Meetings
g can take pplace face to face at our
office in Irving OR over the internet using an easy,
uncomplicated program. Whether you are 1 mile or 1,000 miles
away, keeping tabs on your finances has never been so easy!
CMW Staff
ff includes highly
g y trained People
p specializing
p
g in:
• State Retirement System Options
• Retirement Strategies for Superintendents and Executives
• Asset Management
• Long-Term/Disability/Life Insurance
• Contract Negotiation Strategies
5201 N. O’CONNOR BLVD  SUITE 200  IRVING, TEXAS 75039
(972) 831-8866  (800) 488-0020  WWW.CMWFINANCIAL.COM
Advisory Services and Securities offered through Lincoln Investment Planning, Inc., Registered Investment Advisor, Broker Dealer Member
FINRA/SIPC. Creating & Managing Wealth, LLC and Lincoln Investment Planning, Inc. are independently owned and each is responsible for its own
business. Supervising Office: 218 Glenside Avenue, Wyncote, Pennsylvania 19095 | (215) 887-8111 (12/13)
Conference Agenda
Friday, January 24
3–6:30 p.m.
Registration
Salon D Foyer
4–6 p.m.
TCWSE Executive Board Meeting
406
Saturday, January 25
7 a.m.–6 p.m.
Registration
Salon D Foyer
7:30-8:15 a.m.
Newcomer Session
8:15-9:30 a.m.
Continental Breakfast/1 General Session
(Margret Montgomery/Edna Manning)
9:45-10:45 a.m.
Focus Session #1
In Rooms Assigned
11 a.m.-Noon
Focus Session #2
In Rooms Assigned
Noon-2 p.m.
2 General Session/Celebration and Awards Luncheon
(Rachel White)
2:15-3:15 p.m.
Focus Session #3
In Rooms Assigned
3:30–4:30 p.m.
Career Panels
In Rooms Assigned
4:30–6 p.m.
Welcome Reception
414
st
Salon D
nd
Salon D
Salon D
Sunday, January 26
6
7:30–11 a.m.
Registration
Salon D Foyer
8:30–9 a.m.
Continental Breakfast
Salon D
9:15-9:45 a.m.
Regional Updates/Business Meeting
Salon D
10–11 a.m.
Closing Session (Virginia Collier)/Door Prizes
Salon D
Daily Sessions and Events
Friday, January 24
3-6:30 p.m.
Conference Registration
4-6 p.m.
TCWSE Executive Board Meeting
Salon D Foyer
406
Saturday, January 25
7 a.m.-6 p.m.
Conference Registration
Salon D Foyer
7 a.m.–6 p.m.
Registration
Salon D Foyer
7:30-8:15 a.m.
Newcomer Session
414
If you’re brand-new to TCWSE, you’ll want to attend this session for a quick overview of the council
and its history, and how TCWSE can help you and your colleagues get the most out of your public
education career. Grab some breakfast from the buffet and come on in!!
8:15-9:30 a.m.
Continental Breakfast/1st General Session
Presiding:
Jean Bahney, Principal, Austin ISD, and 2013 TCWSE President
Special Guests:
Johnny L. Veselka, Executive Director, TASA; and Shirley J. (Neeley) Richardson, Former Commissioner
of Education (20014-2007) and Retired Superintendent, Galena Park ISD (1995-2004)
Speakers:
Margret A. Montgomery, Inaugural President (1984-85), TCWSE; Edna McDuffie Manning, Former
Superintendent, Tuloso-Midway ISD
Salon D
30 Years of Leadership & Legacy
Our conference kicks off with a very special celebration of 30 years of TCWSE history and its past
presidents. As you’ll learn from this session, TCWSE is not about career advancement for fame or
fortune but rather for bringing the best people—female and male—into leadership positions,
thus ensuring the best possible education for our students. As TCWSE’s beloved Pat Shell said
over and over, “It’s all about the kids!” We’ll also share a video highlighting the vision and special
gifts of our past presidents and how those have been woven into and strengthened the fabric of
the organization.
9:45-10:45 a.m.
Focus Session #1
Make Rigor, Relevance, and Student Engagement a Reality
Presenters:
In Rooms Assigned
406
Tracy Weeden, Director of Academic Planning, Scholastic Achievement Partners; and Jennifer Blaine,
Associate Superintendent, Administration and Operations, Spring Branch ISD
Districts from coast-to-coast face the challenge of increasing rigor, relevance and student
engagement to meet the demands of higher standards. As the bar is raised, how can we create
systems that support this seismic instructional shift? What is required to make 21st century
teaching, learning, and leading a reality? Explore how a three-year partnership focused on use of
the Collaborative Instructional Review process to advance student achievement and develop the
capacity of teachers and leaders.
Make IT Personal: Professional Development that Works
Presenter:
408
Karla Burkholder, Director, Instructional Technology, Northwest ISD
Are you seeing results of your professional development efforts in classrooms? Are teachers
using the tools and strategies presented in your instructional technology PD offerings? Make IT
personal! Learn ideas for creating engaging personalized professional development including an
7
Saturday
online technology integration academy cohort, summer conference, Twitter chats, instructional
technology leadership academy, and lesson crashing.
Lean In to Lead On
Presenters:
410
Genie Linn, Associate Professor, Department of Educational Leadership, University of Texas at Tyler;
Patti Birney, Assistant Superintendent for Curriculum and Instruction, East Central ISD; and Cheryl
Kelsey, Associate Professor, Texas A&M University–San Antonio
Join this session to Lean In as you move forward in your career. Along with a review of Sheryl
Sandberg’s popular book and data from TCWSE’s fall membership survey, you are invited to
participate in an invigorating conversation with other women school executives about Women,
Work and the Will to Lead.
Coach Centric Leadership…Creating Cultures of Engagement Presenter:
412
Sandi Slough, Coaching Specialist, iPEC/San Antonio School Director, ESC Region 20
“Cultures of engagement drive performance at every level and have a direct impact on student
achievement. Cultures of engagement don’t just happen. Processes must be in place to fuel the
growth that develops staff and student capacity.” iPEC Coaching
Every leader wants to create cultures of engagement that bring out the potential in all those
they lead. How does a leader accomplish that? Coach centric leaders are discovering the key. In
this session we discuss the guiding principles of coach centric leadership™ and learn one shift in
thinking that will start your journey to coach centric leading.
Résumé Review
414
Sign up for individual résumé reviews at the Registration Desk. (Note: Résumé Review sessions
are conducted Saturday only during each of the three Focus Session periods.)
11 a.m.-Noon
Focus Session #2
Centered Leadership—Staying Balanced
Presenter:
In Rooms Assigned
406
Barbara Sultis, Retired Superintendent/Educational Consultant
This session highlights the concept of “the journey to the center,” introducing the centered
leadership model with its five separate but interdependent dimensions. Participants examine
characteristics of a “distinctive” leader and insights about one’s own leadership journey. Joanna
Barsh’s How Remarkable Women Lead forms the basis for this session, which benefits both
aspiring and current leaders. You will emerge with a practical plan for “centering” in both your
work and life settings.
The Future of E-Rate
Presenter:
408
Trudy LeDoux, Director of Technology Services, Humble ISD
E-Rate funding has helped build a number of technology networks in Texas school districts.
Is E-Rate going away? How is E-Rate changing? Will my district be able to capitalize on E-Rate
funding for mobile device implementation? Find out when you attend this session!
Writing for the Journal of Texas Women School Executives410
Presenters:
Genie Linn, Associate Professor, Department of Educational Leadership, University of Texas at
Tyler; Patti Birney, Assistant Superintendent for Curriculum and Instruction, East Central ISD; Karen
Saunders, Principal, Ranger ISD; and Sheila Griffith, President, Knowsys Test Prep, LLC
This session offers a preview of the 2014 edition of the Journal of Texas Women School Executives.
Publishing is a real way to preserve your scholarship “legacy.” Let us help you “lead” through your
writing!
8
New Critical Information about Your TRS Benefits
Presenter:
412
Christina Winters Gears, President/CEO, Creating & Managing Wealth, LLC
The focus of this presentation is on the “new” TRS regulations that affect your ability to have
health insurance at retirement. These new requirements must be met by September 1, 2014.
Discussion covers the rule of 80 and 90 and what the differences are; the different options for
your monthly retirement check, including the Partial Lump Sum Option (PLSO) pros and cons;
and the basics of financial planning and how to prepare for retirement.
Résumé Review
414
Sign up for individual résumé reviews at the Registration Desk. (Note: Résumé Review sessions
are conducted Saturday only during each of the three Focus Session periods.)
Noon-2 p.m.
2nd General Session/Celebration and Awards Luncheon (Rachel White)
Presiding:
Jean Bahney, Principal, Austin ISD, and 2013 TCWSE President
Speaker:
Rachel White, Postdoctoral Researcher, University of Pennsylvania
Salon D
Will Power: How Self-Control and Grit Contribute to Success
Does it take more than intelligence to succeed? What has scientific research discovered about
competencies other than intelligence that predict success in—and beyond—the classroom?…
in life? Dr. White talks to us about self-control (regulating attention, emotion, and behavior in the
face of momentary temptation and distraction) and grit (perseverance and passion for long-term
goals). She discusses how these competencies (or lack thereof ) play out in children and adults;
their relationship to traditional measures of achievement; and learnable, teachable strategies
that facilitate their expression for students (and teachers).
2:15-3:15 p.m.
Focus Session #3
In Rooms Assigned
Iron Jawed Angels
Presenter:
406
Christine Drew, President and Chief Creative Officer, Syfr
True grit and persistence over time and obstacles create successful careers. What do we all have
in common with the early 20th century suffragettes? Be inspired by these models of tenacity as
we remember the legacy of these great leaders and apply their lessons to our lives. The session
also gives women leaders some ideas for inspiring students to look for lessons from history for
leadership. The movie Iron Jawed Angels inspired this session.
Compensation and Retirement Planning for Women School Executives
Presenters:
408
Mike Cochran, Partner and Chairman, and Mark Woolery, Chief Marketing Officer, TCG Group
Holdings, LLC
All educators have special financial and retirement planning needs that are very different from
the private sector. This session focuses on financial decisions that women school executives need
to consider (particularly regarding employment agreements), the effects of the new TRS rules
on retirement planning, how much needs to be invested prior to retirement, things to avoid in
planning for retirement, and (briefly) how TRS affects Social Security benefits.
Mastering the Art and Science of Learning
Presenter:
410
Elizabeth Clark, Associate Superintendent, Curriculum and Instruction, Birdville ISD
This session examines the art and science of masterful teaching and how effective leaders must
grow and develop teachers so that a highly skilled and extremely motivated teacher leads every
single classroom. Optimal learning is the new normal. In order for academic excellence to be
achieved, leaders need to be thoroughly grounded in and knowledgeable of the pedagogical
practices that cause learning at advanced levels to occur. What are the implications for TCWSE?
9
Saturday
Restoring the Roar about Our Public Schools!
Presenters:
412
Jane Braddock, Author/Speaker, and Leslie Milder, Author/Speaker/Co-Founder, Friends of Texas
Public Schools
Restore the Roar in your district! Come hear how Ambassador Training is used to restore public
confidence in their district. The training is based on the book Hello My Name is Public School and I
Have an Image Problem. Key players are administrators, educators, and community members. This
training raises the awareness of why the public has a lack of confidence in our public schools and
how we can work together to restore our image.
Résumé Review
414
Sign up for individual résumé reviews at the Registration Desk. (Note: Résumé Review sessions
are conducted Saturday only during each of the three Focus Session periods.)
3:30–4:30 p.m.
Career Panels
In Rooms Assigned
Attention Aspiring Superintendents!
406
Panelists:
Steve Flores, Superintendent, Round Rock ISD; Dianne Holbrook, Superintendent, Big Sandy; Maria
Rodriguez-Casas, Superintendent, Mathis ISD; and Sharon Ross, Superintendent, Mexia ISD
Moderator:
Diane Stegall, Retired Superintendent/Financial Advisor, Modern Woodmen Fraternal Financial
Making it to the top! Join us for a lively panel discussion designed to provide you with helpful
tips for contacting the superintendent search firms, applying for the superintendent position,
preparing for the superintendent interview, creating your superintendent entry plan, and much
more. Armed collectively with more than 100 years of education experience, current and retired
superintendents share their knowledge and answer your questions.
Leading and Loving It: Landing the Right Principalship
408
Ready for your first principalship or your next school? A panel of district leaders and experienced
principals provide valuable insight to help you interview for and successfully lead the right school
for you.
Welcome:
Martha Salazar-Zamora, Deputy Superintendent, Instruction and Administration, Round Rock ISD;
and Matilde Orozco, School Improvement Officer, Houston ISD
Searching for the Right School:
Michelle Cloud, School Support Officer, Houston ISD
Preparing for the Interview:
Josephine Rice, Assistant Superintendent, Leadership
Development, Houston ISD
Pitfalls for Women to Avoid:
Patricia Pace, Assistant Superintendent, Teaching and
Learning, Spring Branch ISD
Creating Your Principal Entry Plan: Rosa Hernandez, Principal, Houston ISD
Q & A:
10
Martha Salazar-Zamora and Matilde Orozco
Leadership Beyond the ISD
410
For educators ready to explore leadership opportunities beyond the realm of ISDs—or if you
are just curious about what’s out there—this session is designed just for you. Panelists share
their experiences in non-ISD leadership roles and provide insight on how to open doors to new
adventures in your career.
Moderator:
Viviana Lopez, Director, School Engagement and Improvement, Texas Education Agency
Opportunities to be explored include:
Get Organized • Save Time • Get More Done! — Helene Segura, MA Ed, CPO®, Author/Speaker/
Productivity Consultant, LivingOrder San Antonio
The author of two Amazon Best Sellers and the featured productivity expert in over 60 interviews,
Helene Segura specializes in lowering stress levels. A former Teacher of the Year, Helene’s
professional development workshops help teachers discover how to control the five key areas
of the school day.
Leadership: A Trait that Never Retires! — Dr. Yvonne Katz, Superintendent (ret.)/Trustee, Alamo
Community College District
Learn how you can utilize your well-honed leadership abilities to “pay it forward” in your
community. There is lots of life after retirement!
Retirement = Repurposed for Success — Nancy K. Vaughan, Retired Superintendent; Consultant,
NKV Consulting; and Assessment Coordinator, Lake Worth ISD
I’ve experienced successful school opportunities for more than 30 years in Texas. After retirement,
I began a journey of facilitating systems for administrators to follow and find the same success
and systems of support along the way. Whether working as a Professional Support Provider (PSP)
for a school in need of improvement or as a private consultant, the systems I have learned to put
in place and the skills I facilitate for success are what makes the journey all the more enjoyable.
The Path to Higher Education — Shirley J. Mills, Associate Professor, University of Texas–Pan
American
After a full career in K-12 education, Dr. Mills came to a fork in the road—remain in the classroom
until retirement or pursue a terminal degree and move into higher education. The path was dotted
with potholes and a few uphill spots, but it was worth it! Being a professor is an opportunity to
“pass it on” and give back to the profession to the highest degree.
Empowered Leadership — Charlene Simpson, Deputy Director, Academic and Administrative
Services, ESC Region 12
Education Service Center Region 12 provides leadership opportunities at both the administrative
and specialist level. All employees are leaders in their respective area of expertise, based on prior
experience and responsibilities. All staff members, regardless of position, are empowered to lead
in a positive, supportive environment.
The Journey’s Precious Gifts — Juneria Berges, Executive Director and Co-Founder, Anchors for Life
Foundation
As we travel through our lives, we gather many gifts that lead us to the next crossroad. Once
there, life demands that a choice be made. At the time, we cannot imagine anything worse, yet
upon reflection, every step of our journey guides us forward in fulfilling our purpose of life.
11
4:30–6 p.m.
Welcome Reception
Salon D
Our 30th Anniversary will be in full swing when TCWSE Conference attendees, presenters, sponsors,
and guests come together at our Welcome Reception for relaxation and networking. It’s a great
opportunity to unwind after the day’s activities and to get to know any folks you haven’t met.
Sunday, January 26
7:30–11 a.m.
Registration
Salon D Foyer
8:30–9 a.m.
Continental Breakfast
Salon D
9:15-9:45 a.m.
Regional Updates/Business Meeting
Salon D
Presiding:
Jean Bahney, Principal, Austin ISD, and 2013 TCWSE President
10–11 a.m.
Closing Session (Virginia Collier)/Door Prizes
Presiding:
Pat Ramirez, Assistant Superintendent, John H. Wood, Jr. Charter District, and 2014 TCWSE President
Speaker:
Virginia Collier, Retired Superintendent/Professor
Salon D
Cherish Yesterday. Live Today. Dream Tomorrow
Virginia Collier led the Texas Association of School Administrators into the year 2000 as the first
female president in the organization’s 75-year history. Her words will inspire you to maximize
your natural gifts, be open to opportunities, and reach for the future with courage.
12
Hilton Austin Hotel
Fourth Floor
13
TCWSE Presidents
Margret A. Montgomery (1984–1985)
Dianne Hess (1998–1999)
Sarah Ashcraft (1985–1986)
Judi Jones Benestante (1999–2000)
Yvonne Katz (1986–1987)
Anita M. Pankake (2000–2001)
Janiece T. Buck (1987–1988)
Elizabeth A. Clark (2001–2002)
Nancy L. McNeal (1988–1989)
Shirley M. Coleman (2002–2003)
Susan K. Sclafani (1989–1990)
Molly J. Helmlinger (2003–2004)
Virginia L. Collier (1990–1991)
Vicki Thomas-Miller (2004–2005)
Sherry Nash (1991–1992)
Nancy Vaughan (2005–2006)
Dawn W. Youdan* (1992–1993)
Jennifer S. Blaine (2006–2007)
Genevieve Brown (1993–1994)
Viviana Lopez (2007–2008)
Jackie Jenkins (1994–1995)
Priscilla White (2008–2009)
Juneria P. Berges (1995–1996)
Diane Stegall (2009–2010)
Beverly J. Irby (1996–1997)
Lu Stephens (2010–2011)
Barbara A. Sultis (1997–1998)
Denise Daniels (2011–2012)
Jean Bahney (2013)
* Dawn Watford Youdan, TCWSE past president, inspirational mentor, and friend, passed away in 2006. She is remembered with deep
affection by all who knew her.
14
EDUCATORS HAVE UNIQUE FINANCIAL SITUATIONS
REQUIRING SPECIALIZED SOLUTIONS
WHILE THE DEMANDS OF EDUCATION
remains constant. As you oversee growing student
populations, pursue stringent standards and manage
shrinking budgets, the time and energy needed to plot a
Financial Planning
Investment
Management
Employee Agreement /
Compensation
Consulting
Executive Deferred
Compensation Plans
needs of school administrators and pension plans, providing
peace of mind in an otherwise hectic existence. Keenly aware
403(b) Plan
Administration
of the challenges and opportunities that make your chosen
457(b) Plan
Administration
profession unlike any other, we are prepared to help you
125 Plan Administration
build a bridge to a secure future.
Sandy Stauffer
Amanda Lorber
(512) 600-5277
(512) 600-5257
alorber@tcggroupholdings.com
Remember that all investing involves risk.
TCG GROUP HOLDINGS, LLP
900 S Capital of Texas Hwy
Austin, TX 78746
512.306.9939
TCGgroupholdings.com
TCG Advisors, LP is a member company
of TCG Group Holdings, LLP
2014 Conference Sponsors
President’s Circle
Creating & Managing Wealth, LLC
Christina Winters Gears
CEO/President
5201 N O’Connor Blvd., Suite 200
Irving, TX 75039
972.831.8866
christina@cmwfinancial.com
TCG Group Holdings, LLC
Sandy Stauffer
Regional Director
900 S. Capital of Texas Highway, Suite 350
Austin, TX 78746
512.600.5277
sstauffer@tcggroupholdings.com
Platinum
Scholastic
Jerry Loyd
Regional Director
2270 Springlake R., Suite 600
Farmers Branch, TX 75234
800.221.5312
jloyd@scholastic.com
The Inova Process, LLC
David G. Ramirez
President
110 Broadway, Suite 490
San Antonio, TX 78205
210.299.1883
dgramirez@inovax.com
Gold
Imagine Learning
Clayton Renfroe
Area Partnership Manager
191 River Park Drive Provo, UT 84604
817.504.6220
clayton.renfroe@imaginelearning.com
SHW Group
Scott Milder
Principal
5717 Legacy Drive, Suite 250
Plano, TX 75024
214.473.2400
smilder@shwgroup.com
Silver
Compass Learning
Bridget Campion
Senior Sales Executive
203 Colorado St.
Austin, TX 78702
800.422.4339
bridget.campion@gmail.com
Fundraisers, Etc…Inc.
Anna Gonzales
2643 Mossrock
San Antonio, TX 78230
210.533.8558
anna@fundraisersetc.com
Learning.com
Sally Robinson
Territory Manager
1620 SW Taylor St., Suite 100
Portland, OR 97205
214.454.1164
srobinson@learning.com
Think Through Math
Christine Riviello
Senior Director of Sales
116 Federal Street, 2nd Floor
Pittsburgh, PA 15212
866.357.8664 x132
criviello@thinkthroughmath.com