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President’s Message

Dear fellow finance professionals,

I hope that you are all safe and well in these challenging times.  We are facing a hurricane of financial issues:  the COVID-19 pandemic and its recessionary impacts, difficulty in understanding the appropriate use of CARES Act funding, confusing federal policies and guidance on payroll taxes, and the impacts of the first year of budget adoption under Senate Bill 2 guidelines.  In this perfect storm, communities need strong leadership from finance professionals more than ever.

As my term as president kicks off, I hope that GFOAT can continue to be a source of knowledge and support to you in your role as we all keep our heads above water.  The GFOAT Board continues to meet bi-weekly to discuss ways that we can be of service to members through training opportunities and educational resources.  In July, we started a series of training webinars with a goal of providing one training opportunity each month.  Additionally, we are finalizing remote testing options for our CGFO candidates so they can continue their certification process when travel may not be possible.

Coming up, our fall conference is planned for San Marcos in early November.  While currently planned as an in-person event, the Board will meet in the coming weeks to determine if a virtual format could maximize the experience for all our members.  These are trying times for everyone, and on behalf of the Board, I want to say thank you for your patience and support as we struggle with getting it right and that we thank you for entrusting us with the leadership of this great organization.

 

Keith Dagen
GFOAT President and Director of Finance
City of Richardson


2020-2021 Election Results

The following individuals have been elected and appointed to your GFOAT Board of Directors.

President

Keith Dagen

President Elect

Adrienne Lothery, CGFO

Treasurer

John Zagurski

East Representative

Todd Simoneaux

North Area Representative and TMRS Advisory Board Representative

Casey Srader

President

Keith Dagen

Director of Finance City of Richardson

Keith Dagen is the director of finance for the City of Richardson. He began his government career with the City of Garland in 1998 and joined Richardson in 2003. Keith is a Certified Public Accountant, has an Master of Business Administration from The University of Texas at Dallas, and graduated Summa Cum Laude with a Bachelor of Business Administration in accounting from Harding University. Keith has been a member of the Government Finance Officers Association of Texas (GFOAT) since 2003, where he is currently the president-elect. Previously, he held board roles as secretary and as GFOAT’s representative to the Texas Municipal Retirement System’s Advisory Committee on Benefit Design. He also served on GFOAT’s Financial Reporting and Regulatory Response Committee from 2007 until 2019 and has represented GFOAT’s interests before the Governmental Accounting Standards Board. Keith is also a member of GFOA, GTOT, and a graduate of Leadership Richardson.

President Elect

Adrienne Lothery, CGFO

Assistant City Manager, City of Colleyville

Adrienne Lothery was named Assistant City Manager for the City of Colleyville in October 2017 with initial oversight responsibility for the Finance, Human Resources, Information Technology, City Secretary, and Parks departments.  In May 2018 her responsibility shifted to the Police, Community Development, Parks, Library, and Colleyville Center departments as a part of an ongoing cross-training initiative.  She held the role of Strategic Services Manager for the City of Colleyville from 2013 – 2017 and previously served as the Budget and Grants Manager in the Town of Flower Mound’s Finance Department.Adrienne holds undergraduate degrees in political science and business administration from Southern Methodist University, as well as a Master’s of Public Administration from the University of North Texas.  She earned the designation of CGFO from GFOAT in 2010 and is a graduate of the International City/County Management Association Leadership ICMA Class of 2016.  Adrienne joined the GFOAT Program Development Committee in 2010, and transitioned to Co-Chair of the Scholarship and Fellowship Committee from 2014-2018.  In addition to her professional work, Adrienne is a member of the Junior League of Fort Worth and enjoys travelling wither her husband and daughter.

Treasurer

John Zagurski

Director of Finance, Town of Northlake

John Zagurski is the director of finance for the Town of Northlake. He oversees finance, utility billing, and budget services. John previously worked for the Town of Trophy Club for five years as the finance manager, strategic services coordinator, and budget analyst. He started his career in public administration with the Town of Westlake as the special projects coordinator. John holds an undergraduate degree in sociology from the University of Central Arkansas, and a Master of Public Administration from the University of North Texas. He also earned his designation as a Certified Government Finance Officer (CGFO) in 2014. John has been active in the Government Finance Officers Association of Texas (GFOAT) since 2014. He has been active serving as a member and chair of the Legislative Committee. John continues to serve GFOAT by holding the board position as the north area representative.

East Representative

Todd Simoneaux

Chief Financial Officer, City of Beaumont

Todd Simoneaux is the Chief Financial Officer for the City of Beaumont, Texas. He oversees finance, budget, utility billings, purchasing, solid waste, fleet maintenance, municipal airport, employee benefits, and municipal court. Todd has been with the city for 15 years where he started as the City’s Controller until his promotion to CFO five years ago. He started his career in public accounting as a tax accountant and external auditor with Edgar, Kiker & Cross CPA’s for seven years. Todd holds a Bachelor’s  degree in business administration – general business and another Bachelor’s degree in business administration – accounting from Lamar University in Beaumont, Texas.  He also obtained his CPA license from the state of Texas in 2001. Todd has been the past president of the southeast Texas chapter of CPA’s and has been a member of GFOAT since 2006.

North Area Representative and TMRS Advisory Board Representative

Casey Srader

Budget Manager, City of Plano

Casey is the Budget Manager for the City of Plano and has worked in local government budgeting/finance for over 26 years. Casey started his career with the City of Dallas in the budget and research department. He obtained his MPA degree from Texas Tech University in 1992. Casey served two full terms on GFOA’s National Committee on Governmental Budgeting and Fiscal Policy and just completed two full terms on GFOA’s National Committee on Retirement and Benefits Administration (CORBA). Casey is also active in the Government Finance Officers Association of Texas (GFOAT) and currently serves as GFOAT’s Group Class Representative on the TMRS Advisory Committee.


Members Appointed to the 2020-2021 GFOAT Nominating Committee

Chair: Robert (Bob) Scott, ACM/Chief Financial Officer – City of Carrollton

Terrence Beaman, Chief Financial Officer, City of Bellaire
Steven Glickman, CPA, CGFO, Chief Financial Officer, City of Addison
Don Jennings, Director of Finance, City of Perryton
Clara Santos, Department Fiscal Administrator, City of San Antonio

 

 2020-2021 Nominations Slate

The committee has recommended the following individuals for their candid willingness to serve as well as their unmatched dedication to the organization.  In addition, they have demonstrated impeccable
leadership qualities via committees and conference participation.

President Elect

Adrienne Lothery, CGFO

Treasurer

John Zagurski

Central Representative

Susan Morgan

East Representative

Todd Simoneaux

President Elect

Adrienne Lothery, CGFO

Assistant City Manager, City of Colleyville

Adrienne Lothery was named Assistant City Manager for the City of Colleyville in October 2017 with initial oversight responsibility for the Finance, Human Resources, Information Technology, City Secretary, and Parks departments.  In May 2018 her responsibility shifted to the Police, Community Development, Parks, Library, and Colleyville Center departments as a part of an ongoing cross-training initiative.  She held the role of Strategic Services Manager for the City of Colleyville from 2013 – 2017 and previously served as the Budget and Grants Manager in the Town of Flower Mound’s Finance Department.Adrienne holds undergraduate degrees in political science and business administration from Southern Methodist University, as well as a Master’s of Public Administration from the University of North Texas.  She earned the designation of CGFO from GFOAT in 2010 and is a graduate of the International City/County Management Association Leadership ICMA Class of 2016.  Adrienne joined the GFOAT Program Development Committee in 2010, and transitioned to Co-Chair of the Scholarship and Fellowship Committee from 2014-2018.  In addition to her professional work, Adrienne is a member of the Junior League of Fort Worth and enjoys travelling wither her husband and daughter.

Treasurer

John Zagurski

Director of Finance, Town of Northlake

John Zagurski is the director of finance for the Town of Northlake. He oversees finance, utility billing, and budget services. John previously worked for the Town of Trophy Club for five years as the finance manager, strategic services coordinator, and budget analyst. He started his career in public administration with the Town of Westlake as the special projects coordinator. John holds an undergraduate degree in sociology from the University of Central Arkansas, and a Master of Public Administration from the University of North Texas. He also earned his designation as a Certified Government Finance Officer (CGFO) in 2014. John has been active in the Government Finance Officers Association of Texas (GFOAT) since 2014. He has been active serving as a member and chair of the Legislative Committee. John continues to serve GFOAT by holding the board position as the north area representative.

Central Representative

Susan Morgan

Chief Financial Officer, City of Round Rock, Texas

Susan has over 30 years’ experience in government and finance including leadership positions at the municipal, regional, and state level. She currently serves as the chief financial officer for the City of Round Rock where she oversees all aspects of budgeting, accounting, financial reporting, and treasury management; as well as the City’s municipal court, purchasing, and utility billing departments.  Prior to joining Round Rock in 2015, she served as finance director for the City of Georgetown from 2011 to 2015, and 1992 to 1999.  Susan spent several years as senior financial analyst for HDR Engineering, Inc., performing business and financial consulting to cities and districts. Her other experience includes chief financial officer for the Brazos River Authority, finance director for the Texas Water Development Board, and audit staff at Ernst & Young. Susan is a certified public accountant with a degree in accounting from Texas Tech University. Susan serves as treasurer on the participant advisory board of TexasTERM, a local government investment pool. She has been a member of GFOAT since 1992 and has served in various leadership and board roles.  Susan and her husband, David, have two daughters. In addition to her professional work, Susan is an active volunteer with various church and high school booster organizations.

East Representative

Todd Simoneaux

Chief Financial Officer, City of Beaumont

Todd Simoneaux is the Chief Financial Officer for the City of Beaumont, Texas. He oversees finance, budget, utility billings, purchasing, solid waste, fleet maintenance, municipal airport, employee benefits, and municipal court. Todd has been with the city for 15 years where he started as the City’s Controller until his promotion to CFO five years ago. He started his career in public accounting as a tax accountant and external auditor with Edgar, Kiker & Cross CPA’s for seven years. Todd holds a Bachelor’s  degree in business administration – general business and another Bachelor’s degree in business administration – accounting from Lamar University in Beaumont, Texas.  He also obtained his CPA license from the state of Texas in 2001. Todd has been the past president of the southeast Texas chapter of CPA’s and has been a member of GFOAT since 2006.

Consistent with GFOAT’s  constitution, the voting ballot is being submitted to the voting membership by email from May 20 to June 22, 2020 at 5:00 p.m.


GFOAT Members and Sponsors,

Our world has changed so much in the last 30 days. We have gone from putting the finishing touches on our spring conference and trying to wrap our heads around Senate Bill 2 to social distancing and sheltering in place. We are making decisions daily regarding the safety and security of our citizens and employees while trying to finalize our audits and begin the budget process.

Although our founders in 1933 would never have guessed that we would be faced with a pandemic, I do believe we exist to promote excellence in government finance and to build valuable relationships. Now more than ever, GFOAT is here for you.

The GFOAT Board is meeting virtually on a bi-weekly basis to ensure that the organization continues to move forward. We are working on virtual training opportunities so that members can stay current. Budgeting 101, Governmental Accounting Academy, and Senate Bill 2 trainings are greatly needed among the membership. The Board will discuss the best course of action and timing for these trainings.

Here are some other valuable resources you may find useful:

  1. Remember to use the GFOAT Forum Listserv to reach out to other members.
  2. TML publishes updates on the COVID-19. These updates along with other valuable information can be found at the Coronavirus (COVID-19) Resources page.
  3. GFOAT will periodically post training opportunities you can access on the remote training tab. GFOA offers several webinars to ensure you get training and the national conference is moving to a virtual platform.
  4. Staff is still working. Please reach out if you need guidance or have questions

All GFOAT face-to-face meetings have been cancelled until May 11, 2020, pursuant to the CDC recommendations. We will continue to monitor the CDC recommendations as well as the Governor’s executive orders and will update the membership accordingly.

Senate Bill 2 worksheets as well as the notice are not available yet. Here are frequently asked questions from TML on Senate Bill 2 and the effects of the Governor’s disaster declaration on the bill to help in the interim. If you have questions you can reach out to Bill Longley.

Washing our hands after touching almost anything has become our new routine during these times. Some of us have grown so tired of singing “Happy Birthday!” If you’re tired as well, here are some other songs with 20-second choruses you might try:

  • “Take on Me” by A-ha
  • “Jolene” by Dolly Parton
  • “Raspberry Beret” by Prince
  • “Truth Hurts” by Lizzo
  • “Stayin’ Alive” by the Bee Gees (like that CPR scene from “The Office”)
  • “Africa” by Toto

Take care of yourselves and your families. We look forward to seeing you all when we are over the hump.

GFOAT President, Board, and Executive Director


Due to growing concerns about the COVID-19 outbreak and the safety of our members, we’ve made the difficult decision to cancel the GFOAT Spring Institute, Post-conference, CGFO testing and all other events related to the conference. This was a tough decision and was made in lieu of increased city travel restrictions, state and federal expert advice encouraging social distancing, and the CDC’s recommendation to cancel all events of 50 or more.  Registrants have been sent an email with cancellation instructions.

Thank you all for you understanding during this time.  Your health and safety were at the forefront of this decision.

Please remember to take the following steps to protect yourself and those around you:

  • Wash your hands often with soap and water for at least 20 seconds.
  • Avoid touching your eyes, nose, and mouth with unwashed hands.
  • Stay home when you are sick.
  • Cover your cough or sneeze with a tissue, then throw the tissue in the trash.