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

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

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.

Michael Gonzalez | 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 Trusted Capital Group | Investment Firm

TCG Trusted Capital Group 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 Trusted Capital Group 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.

Kristin Hrncir
| Houston, TX | 713.831.6112
BBVA | Financial Services

BBVA 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 and BBVA Compass are trade names of BBVA USA, a member of the BBVA Group. BBVA USA, Member FDIC.

Joe Toedt | Dallas, TX | 214.706.8022

COLBI | 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.

Jon Patterson | San Antonio, TX | 714.505.9544
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.

John White | Cary, NC | 919.459.6345

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

Annual Sponsors

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.

Matthew Tillson | Houston, TX | 469.790.6756
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

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

Business Sponsors

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.

Scott Pintens | Seattle, WA | 206.266.1000
AMBA | Employee Benefits/Insurance Services

AMBA exists to serve employees and retirees of our nation’s schools, cities, and states. Our mission is to understand benefit and professional needs and how those change throughout a career and retirement. Over our 40 year history, AMBA has developed a deep understanding of active and retired school employee benefit gaps.

Jon Green | Austin, TX | 512.610.6377

CEI Engineering | Civil Engineering Firm

CEI is a specialized sports field engineering firm. Our experience spans more than 300 Texas ISDs, and most every type of athletic facility. From feasibility and improvement analysis to sparkling new facilities, CEI respects your resources while ensuring the utmost safety and high performance of your student athletes. Visit us at CEIENG.com.

Daphne Morton | Dallas, TX | 877.488.3737

EqualLevel | e-procurement, Shop-to-Pay Marketplace

The EqualLevel marketplace is a one-stop-shop marketplace so district staff can search across multiple approved supplier catalogs to maximize cost savings at contract pricing. EqualLevel integrates into the district's financial system to utilize existing approval processes already in place. Additionally, purchase orders are electronically transmitted to the supplier, orders can be received and invoices matched to streamline the process.

Eric Gould | Rockville, MD | 301.560.1492

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 | Houston, TX | 713.534.9001

Texas Computer Cooperative | Business and Student Information Software

Texas Computer Cooperative (TCC) has been the leader in delivering Business and Student Information software and services to Texas districts and charters for over 50 years. TCC’s current product, ASCENDER Enterprise software, incorporates six portals: CareerPortal, EmployeePortal, MemberPortal, ParentPortal, StudentPortal and TeacherPortal, which aids in the LEAs management of student and business information. TCC’s vision is to be the definitive choice for Texas LEAs.

Nancy Seidensticker | San Antonio, TX | 210.370.5282

Walsh GallegosWalsh Gallegos Trevino Kyle & Robinson, P.C. | Legal Services

Walsh Gallegos Treviño Kyle & Robinson 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
WRA ArchitectsWRA Architects | Architectural & Educational Planning Services

Established in 1954, WRA Architects has designed more than 1,200 K-12 projects for 70 school districts including schools of all grade levels, stadiums, auditoriums, CTE facilities, STEM labs, district facilities, and more. Services include Facility Assessment, Master Planning, Bond Planning, Architectural and Interior Design, and Construction Administration.

Mike Holmberg | Dallas, TX | 214.750.0077

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.

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