Strategic Partners

403b Retirement Planning
Contact: Fred Makonnen
For 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.

Strategic Decisions and Business Intelligence
Contact: Travis Zander
Over 100 Texas school districts use Frontline Analytics 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.

Employee Benefits and Insurance
Contact: Lori Gray
Founded by educators for educators. 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.

SHARS Billing and School-Based Medicaid
Contact: Michael Gonzalez
Houston ISD is the Leader for the Medicaid SHARS program that is designed to reimburse districts for providing direct services to their Special Education students. We have designed a proven, automated process that efficiently and effectively meets school district SHARS program needs.

Purchasing and Energy Procurement Programs
Contact: Steve Fisher
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.

District Facility Consulting
Contact: Jeff Clemmons
TASB Facility Services offers a wide array of programs to assist districts with environmental, energy, and planning and construction services. Experienced personnel assist with environmental matters, energy management projects, and planning and construction needs on time and within your budget.

Risk Management Coverage and Solutions
Contact: Todd Shade
The TASB Risk Management Fund delivers comprehensive coverage solutions that help schools protect their resources, save money, and boost productivity. The Fund has built a nearly 50-year legacy of service on TASB staff’s passion for public schools and unmatched education sector expertise.

Investment Firm
Contact: Chris Jamail, CFP
TCG Trusted Capital Group is an SEC-registered investment advisory firm built on a passion for delivering solid and consistent risk-adjusted performance by employing well-defined and repeatable investment processes. We work with clients to ensure assets and programs are administered properly.
Premier Sponsors

Campus Work and Maintenance Management Systems
Contact: Matthew Lightner
Brightly Software delivers cloud-based applications that help 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.

K-14 Construction Program Mgmt Software Solutions & Support
Contact: Jon Patterson
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.

403(b) Plan Provider for K-12
Contact: Reggie Suggs
Corebridge Financial provides customized retirement solutions. 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, Corebridge Financial has been a leading K-12 403(b) plan provider.

School Furniture - Design to Installation
Contact: Wayne Goldston
Indeco offers 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 can be confident that you are making the right choice with Indeco.

Property Casualty & Workers’ Compensation Insurance’
Contact: Jack Melton
NAS helps you navigate your options, make the best purchasing decision & implement a strategy that provides stability & the lowest long-term cost. The cornerstones of delivery are global insurance market access, risk management resources and training & comprehensive claims management and recovery.

Property Casualty Alliance of Texas
Contact: Jack Melton
PCAT provides property casualty coverage for more than 170 school districts totaling more than $20 Billion in school building values. Schools reduce their coverage costs through an innovative risk management approach reinsured by some of the world’s highest rated reinsurers.

Collection Matters
Contact: Carla Pope-Osborne
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.

Investment Services
Contact: David Perez
TexPool is the largest and oldest local government investment pool in the State of Texas. TexPool currently provides investment services to more than 2,500 communities throughout the state. The TexPool program offers a convenient and effective choice for the investment of local funds.
Annual Sponsors

Architecture & Engineering Services, Building Envelope Consultants
Contact: Mike Perry
Armko Industries, Inc. is an Engineering and Architectural Firm that provides roofing consulting and waterproofing for the building envelope. We take projects from the initial roofing and building envelope analysis to budgeting, and bid package as well as quality assurance during construction.

Emergency Restoration, Construction, Commercial Cleaning
Contact: Keeley Wise
Blackmon Mooring & BMS CAT offers cleaning, restoration and reconstruction services at the highest quality. When accidents strike, we offer a full-range of disaster recovery and restoration services, including fire and smoke damage, water damage, mold remediation and reconstruction.

Food Service Management Company
Contact: Angel Collado
SFE is a food focused, culinary-driven foodservice management company that specializes in fueling the minds and bodies of K-12 students to reach their highest potential. Our flexible and collaborative approach creates a unique dining program for each district.

Purchasing System
Contact: Jensen Mabe
TIPS is a leading, national purchasing cooperative. Established with over a decade of experience in purchasing procurement, 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.
Business Sponsors

Purchasing and Procurement
Contact: Scott Pintens
Amazon Business combines the selection, convenience, and value you expect from Amazon with benefits tailored to K-12 schools. Amazon Business offers easy access to millions of products and benefits including Business Prime, quantity discounts, tax-exempt purchasing, analytics, & approval workflows.

Employee Benefits/Pre-Retirement Education
Contact: Jon Green
AMBA serves employees and retirees of our schools, cities, and states. Our mission is to understand benefit and professional needs and how those change throughout a career and retirement. Over 40 years, AMBA has developed a deep understanding of active and retired school employee benefit gaps.

Business and Student Information Software
Contact: Nancy Seidensticker
Texas Computer Cooperative (TCC) has been the leader in delivering Business and Student Information software and services for over 50 years. TCC’s ASCENDER Enterprise software incorporates six portals: CareerPortal, EmployeePortal, MemberPortal, ParentPortal, StudentPortal and TeacherPortal.

Civil Engineering Firm
Contact: Daphne Morton
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 new facilities, CEI respects your resources while ensuring the safety and high performance of your athletes.

Construction Data & Software
Contact: Byron Jones
Gordian is the leading provider of innovative construction data, software and services to schools pursuing efficient and effective construction planning, estimating and procurement. Gordian’s construction procurement solutions are available via ezIQC through multiple cooperative purchasing networks.

Activity Fund Accounting and Online Payments
Contact: Joe Verdusco
KEV Group provides the most comprehensive activity fund management solution that enables K-12 schools to manage every dollar efficiently, accurately, and consistently. More than 17,000 schools across North America rely on SchoolCash to manage over $3 billion in activity funds annually.

Construction Program Management
Contact: Bob Cervi
PROCEDEO is a leader in alternative project delivery methods and cutting-edge technology in the education and municipal sectors. We oversee portfolios of capital projects from conception to completion. Our team is large enough to provide exceptional service and small enough to listen to your needs.

Records and Asset Management
Contact: Dan Gibbens
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 works with more than 500 districts, large and small, across Texas and the US.

Bond Underwriting, Financial Advisory Services
Contact: David Webb
Stifel’s Public Finance professionals specialize in assisting Texas districts and other municipalities raise capital to build and maintain essential infrastructure. Our municipal banking and underwriting groups work with public agencies to develop and implement successful financing strategies.

Investment Services
Contact: Karen Proctor
Texas CLASS is a local government investment pool emphasizing safety, liquidity, convenience, and competitive yield. We offer two funds: Texas CLASS and Texas CLASS Government. Since 1996, Texas CLASS has strived to preserve principal, maintain the liquidity of the funds, and maximize yield.

Legal Services
Contact: Rebecca Stribling
Walsh Gallegos Treviño Kyle & Robinson P.C. provides legal services to Texas educational entities in the areas of employment, special education, constitutional law, civil rights and business. With offices throughout Texas, we have provided prompt, efficient and reliable representation since 1983.

CPAs & Consulting Services
Contact: Sara Dempsey
More than 150 governmental entities, including Texas school districts, trust Weaver with their annual financial audits, internal audits, risk assessments, enterprise risk management consulting, business process improvement, IT audits, data analytics and forensic accounting needs.

CPAs & Consulting Services
Contact: Celina Cereceres
Whitley Penn has been providing audit and consulting services to school districts for more than 30 years. Our professionals have been recognized for their experience and provide training on various governmental accounting, auditing, and financial reporting topics for numerous industry organizations.

Architectural & Educational Planning Services
Contact: Mike Holmberg
Established in 1954, WRA Architects has designed more than 1,200 K-12 projects for 70 districts including schools, stadiums, auditoriums, and more. Services include Facility Assessment, Master Planning, Bond Planning, Architectural and Interior Design, and Construction Administration.