Meet Our Partners
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.
|Equitable | 403b Retirement Planning|
With a heritage of over 159 years, Equitable 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|
Jacqueline Richard | 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
|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.
|Colbi Technologies | K-14 Construction Program Mgmt Software Solutions & Support|
Colbi’s mission is giving facilities and fiscal professionals control over their capital building program. Colbi is a software and support services company that provides tools and training to manage a school district’s capital building program. Our software tools provide seamless communication between your facilities and fiscal department and allows each department to work the way they need to.
Julie Williams | San Antonio, TX | 949.357.7206
|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.
|Indeco Sales | School Furniture - Design to Installation|
It’s not “business as usual” at Indeco. We do more than provide quality furniture at competitive prices. We offer design and space planning services at no additional charge. We use the most advanced technology to produce a virtual reality experience, high quality 3D views and color renderings. You should expect the best from your furniture provider. You can be confident that you are making the right choice with Indeco.
Wayne Goldston | Belton, TX | 210.336.3836
|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
|ABM | Custodial Maintenance, Supplies & Management|
ABM has extensive experience providing education solutions to K-12 school districts, higher education institutions, and municipalities. Outsourcing to ABM can cost-effectively create healthier, more comfortable and more sustainable environments for students, faculty and staff.
Stephen Ferrar | Houston, TX | 866.624.1520
|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.
|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.
Meredith Barton | Pittsburg, TX | 866.839.8477
|BerryDunn | Management and IT Consulting Services|
BerryDunn is an assurance, tax, and consulting firm serving clients nationwide for over 45 years. We’ve partnered with more than 200 public sector clients across the state of Texas and the United States, helping to guide their most complex enterprise IT projects. Our dedicated K-12 consultants bring extensive experience in IT strategic planning, ERP systems consulting, process improvement, and change management—with customized solutions that bring value to our clients.Jonathan Grace | Portland, ME | 800.432.7202
|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.
Ray Huber | Fort Worth, TX | 866.891.9138
|Records Consultants, Inc. | Records and Asset Management|
San Antonio-based Records Consultants, Inc. (RCI) delivers compliant, expert, and turnkey records retention processing, document imaging, fixed asset inventories and reporting, and secure document destruction. RCI delivers services to more than 500 school districts, large and small, across Texas and the US.
Dan Gibbens | San Antonio, TX | 877.363.4127
|Stifel, Nicolaus & Company | Bond Underwriting, Financial Advisory Services|
Stifel’s Public Finance professionals specialize in assisting Texas school districts and other municipalities raise capital to build and maintain essential infrastructure in the communities they serve. From some of the nation’s largest cities and counties to rural school districts and small towns, our municipal banking and underwriting groups work with public agencies to develop and implement financing strategies that allow them to operate and optimize the important work they do.
David Webb | San Antonio, TX | 713.534.9001
|United Concordia Dental | Dental Insurance|
United Concordia Dental is a dental solutions partner focused on delivering better overall health. Licensed in all 50 states, D.C. and Puerto Rico, the company delivers high-quality, cost-effective dental insurance to more than 8.9 million members at over 392,000 access points nationwide.
Steve Kowalski | Dallas, TX | 214.346.2583
|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 Cereceres | 713.386.1175
Each partner listed above has paid a fee to the Texas Association of School Business Officials for its participation as a sponsor of their programs.