TASBO Partners offer valuable solutions to nearly every school business need, in districts large and small. Whether you have a specific issue to address or are just looking for viable options, let our Partners find specific resolutions to maximize efficiency in your district.

Strategic Partners

AXA | 403b Retirement Planning

With a heritage of over 159 years, AXA understands the challenges in preparing for retirement and is committed to helping individuals through every stage of life. Whether beginning their career, changing jobs, or nearing retirement, our clients can count on us to help them reach their savings goals.

Fred Makonnen | Jersey City, NJ | 216.978.4489
First Public | Investments and Insurance

First Public assists school districts in meeting their investment and employee benefits needs. First Public administers the Lone Star Investment Pool and the TASB Benefits Cooperative.

Bill Mastrodicasa | Austin, TX | 800.558.8875

Forecast5 | Strategic Decisions and Business Intelligence

Forecast5 offers a faster, easier, more flexible and versatile alternative to traditional spreadsheet-based methods. Over 100 Texas school districts have leveraged the power of data in Forecast5 to find new resources, increase operational efficiency and strengthen decision-making processes. The platform includes cloud-based business intelligence software, interactive visuals, map-based software, and a collaborative analytics engine.

Scott Smith | Naperville, IL | 630.955.7601
Horace Mann | Employee Benefits and Insurance

Founded by educators for educators. All employees have financial goals. We can partner with you to offer educational programs designed to help them feel more confident about their financial future. Our solutions include no-cost workshops on Student Loan Solutions; TRS; Financial Success for Women, DonorsChoose.org and more. We also offer flexible benefit plan services, retirement solutions and convenient payroll options for auto and life insurance.

Lori Gray | 512.557.7375

Houston ISD Medicaid | SHARS Billing and School-Based Medicaid


Houston ISD is the Leader for the Medicaid School Health and Related Services program that is designed to reimburse school districts for providing direct services to their Special Education students. We have designed a proven, automated process that efficiently and effectively meets the needs of the school districts that participate in the SHARS program.

Jacqueline Richard-Duplessis | Houston, TX | 855.381.6327

TASB Cooperative Purchasing | Purchasing and Energy Procurement Programs

BuyBoard is a cooperative purchasing program that creates an efficient procurement process and gives members increased purchasing power. The Energy Cooperative assists members in competitively procuring energy, transportation fuel, and propane.

Steve Fisher | Austin, TX | 800.580.8272

TASB Facility Services | District Facility Consulting

TASB Facility Services offers a wide array of programs to assist school districts with environmental, energy, and planning and construction services. Experienced personnel are here to assist with environmental matters, energy management projects, and planning and construction needs on your timeline and within your budget.

Jeff Clemmons | Austin, TX | 800.580.8272

TASB Risk Management Fund | Risk Management Coverage and Solutions

The TASB Risk Management Fund provides comprehensive risk management solutions to Texas school districts and other educational entities. The Fund began operating in 1974 and provides Workers’ Compensation, Auto, Liability, Property, and Unemployment Compensation programs with expert loss prevention, training, and claims services.

Todd Shade | Austin, TX | 800.482.7276

TCG Group Holdings | Investment Firm

TCG Group Holdings is an SEC-registered investment advisory firm built on a passion for delivering solid and consistent risk-adjusted performance over time by employing well-defined and repeatable investment processes. We work with clients to ensure assets and programs are administered properly and in a compliant manner. TCG Group Holdings has a fiduciary duty to provide the highest level of care to our clients.

Chris Jamail, CFP | Austin, TX | 512.600.5260

Premier Sponsors

AIG Retirement Services | 403(b) Plan Provider for K-12

AIG Retirement Services provides customized retirement solutions that are tailored to your district’s needs. We offer employees a personalized approach to retirement planning, providing solutions with a flexible mix of services, technology and support. For more than 50 years, AIG Retirement Services has been a leading 403(b) plan provider for K-12.

John Kevin | Houston, TX | 410.916.1709

Amazon Business | Purchasing and Procurement

Amazon Business combines the selection, convenience, and value you expect from Amazon with benefits tailored to K-12 schools and higher education institutions. Amazon Business offers easy access to millions of products and benefits including Business Prime plans, quantity discounts, tax-exempt purchasing, reporting and analytics, approval workflows, and much more.

Michael Levin | Seattle, WA | 206.266.1000
BBVA Compass | Financial Services

BBVA Compass provides an end-to-end suite of commercial payment solutions that help streamline purchase-to-pay workflows and gives you real-time visibility into your working capital. Offerings include card-based, integrated, and virtual payable solutions. Our commitment goes beyond implementation and includes ongoing training, support, and strategic account management. BBVA Compass is a trade name of Compass Bank, a member of the BBVA Group, Compass Bank, Member FDIC.

Joe Toedt | Dallas, TX | 214.706.8022

Dude Solutions | Campus Work and Maintenance Management Systems

Dude Solutions (formerly SchoolDude) delivers cloud-based applications that help both small and large institutions better manage their facilities, IT and business operations. We help save time and money by managing support services effectively and efficiently, allowing institutions to provide a safe teaching and learning environment.

Andy Townsend | Cary, NC | 512.336.3833

NAS - North American Solutions | Public Entity Insurance & Risk Management

For over 50 years, the NAS family of companies has served more than 4,000 public entities, and is proud to be a 2018 TASBO Conference Sponsor and approved TCPN Risk Management Services vendor. NAS helps schools reduce their property, casualty and workers’ compensation insurance costs through worldwide access to insurance markets and innovative risk management solutions.

Jack Melton | Cypress, TX | 877.373.9339

PCAT | Property Casualty Alliance of Texas

PCAT is a member-owned and governed program providing property and casualty coverage for more than 130 Texas school districts covering more than $15 Billion in school properties. PCAT helps schools reduce their property and casualty coverage costs through an innovative risk management approach, and is reinsured by some of the world’s largest A rated reinsurers.

Kerry Sims | Cypress, TX | 877.373.9339

Perdue, Brandon, Fielder, Collins & Mott, LLP | Collection Matters

Perdue Brandon Fielder Collins and Mott‚ LLP is a law firm focused on government collection matters. We are successful at collecting most government receivables without litigation by making personal contact to resolve issues and obtain voluntary payment.

Carla Pope-Osborne | Amarillo‚ TX | 512.302.0190

TexPool | Investment Services

TexPool is the largest and oldest local government investment pool in the State of Texas. TexPool currently provides investment services to more than 2,000 communities throughout the state. The TexPool program offers a convenient and effective choice for the investment of local funds.

Ed Sanchez | Houston, TX | 866.839.7665

Annual Sponsors

Blackmon Mooring - BMS CAT | Emergency Restoration, Construction, Commercial Cleaning

Blackmon Mooring & BMS CAT offers cleaning, restoration and reconstruction services at the highest quality. When Mother Nature or man-made accidents strike, we offer a full-range of disaster recovery and restoration services, including fire and smoke damage, water damage, mold remediation and reconstruction. We help our residential and commercial customers get life and business back on track.

Keeley Wise | Haltom City, TX | 877.730.1948

School Outfitters | School Furniture & Turn-key Project Solutions

School Outfitters is your source for 21st-century school furniture, equipment and supplies. Keeping up with today’s changing classrooms can be a challenge – that’s why our experts help you find custom solutions for adaptable, collaborative learning spaces. Shop our website for over 300 brands, including exclusive selections. Let us help you create your learning space today.

Angela Webb | Cincinnati, OH | 800.260.2776

Southwest Foodservice Excellence | Food Service Management Company

SFE offers a FRESH approach to nourishing students. SFE will revitalize your program by introducing a culture that focuses on food quality, improved taste, menu presentation, and visual appeal while ensuring your cafeteria personnel have access to on-going training and development. SFE believes that increased food quality improves financial and academic performance, as well as student, parent, administration, and community satisfaction.

Emily Forte | Austin, TX | 214.244.1984

TIPS | Purchasing System

TIPS is a leading, national purchasing cooperative benefiting Education, Government and Non-Profit Agencies. Established with over a decade of experience in the purchasing procurement industry, we make purchasing for our members easy, compliant and economical. Our competitively bid contracts streamline the purchasing process and save our members both time and money.

Contact | Pittsburg, TX | 866.839.8477

Business Sponsors

George K. Baum & Company | Bond underwriting, financial advisory services

Assisting our clients in the primary and secondary markets, both taxable and tax-exempt bonds, has been and continues to be the primary focus of George K. Baum’s operations. For 90 years, our firm has been recognized as an industry leader in the structuring, underwriting and marketing of municipal securities. In Texas, as well as nationally, over 55% of our business is in the K-12 public education market.

David Webb | Kansas City, MO | 214.365.8209
Gordian | Construction Data & Software

Gordian is the leading provider of innovative construction data, software and services to schools pursuing efficient and effective construction planning, estimating and procurement. Gordian serves more than 15 school districts in Texas by providing solutions that maximize efficiency, optimize cost savings and increase quality. Gordian’s construction procurement solutions are also available via ezIQC through multiple cooperative purchasing networks in Texas.

Byron Jones | Cedar Park, TX | 512.417.9974
Kev Group | Activity Fund Accounting and Online Payments

KEV Group specializes in creating software solutions to ensure the secure and efficient management of school activity funds. We work with nearly 9,000 schools using our industry-leading solution the School Cash Suite. We focus on school-level accounting, online payment processing, digital forms, and the tracking of student obligations to ensure the transparency and security of school funds.

Ben Cade | Fort Worth, TX | 866.891.9138
Rogers, Morris & Grover | Law Firm

Rogers, Morris & Grover is a Houston-based law firm, with offices in Houston and Austin. We are dedicated to the representation of public school districts, community and junior colleges, private and charter schools, and other public sector entities. The firm is AV rated by Martindale-Hubbell—the highest national rating that can be bestowed on a law firm and its attorneys.

Michelle Morris | Houston, TX | 713.960.6009
Walsh Gallegos Trevino Russo & Kyle, P.C. | Legal Services

Walsh Gallegos Treviño Russo & Kyle P.C. provides legal services to school districts and related entities in Texas in the areas of employment, special education, constitutional law, civil rights and business. With offices throughout Texas, we have served districts across the state with prompt, efficient and reliable representation since 1983.

Hearin Brannock | San Antonio, TX
Weaver | CPAs & Consulting Services

Weaver has a dedicated practice focused on public-sector entities across the state of Texas. More than 150 governmental entities, including school districts, municipalities, special districts, state agencies and more, trust Weaver with their annual financial audits, internal audits (both outsourced and co-sourced), risk assessments, enterprise risk management consulting, business process improvement, IT audits, data analytics and forensic accounting needs.

Sara Dempsey | Dallas, TX | 972.490.1970
Whitley Penn | CPAs & Consulting Services

Whitley Penn has been providing audit services to Texas school districts for more than 30 years and we currently serve as auditors for more than 80 governmental entities. Our professionals have been recognized for their experience and regularly conduct seminars on various governmental accounting, auditing, and financial reporting topics for numerous industry organizations. We partner with each client to fulfill their unique needs.

Celina Miller | 713.386.1175
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