Home » Trainings & Conferences » Finance Conference

March 5 – 6, 2018
OMNI Mandalay Hotel at Las Colinas
221 East Las Colinas Ave • Irving, TX 75039

Registration

Registration is now closed. 

Complimentary tickets available for finance professionals from family violence programs! 

Travel, per diem, and lodging reimbursement available for one attendee per organization.

Up to three attendees per organization, however, travel, per diem, and lodging reimbursement not available for additional two attendees. 

Schedule

Monday, March 5, 2018

View Monday
9:30 am

Registration Opens

11:00 am

Welcome | Gloria Terry
Chief Executive Officer|  Texas Council on Family Violence

11:15 am – 12:15 pm Current Events and Issues Affecting Grant Awards, Reporting, and Administrate Reviews | Part 1 
Rene Peña, Audit Principal and President |  Peña, Briones, McDaniel & Co
12:15 pm – 1:15 pm

Luncheon

Networking by Profession: CPA, accountants, bookkeeper, ED with finance duties

1:15 pm – 2:15 pm Current Events and Issues Affecting Grant Awards, Reporting, and Administrate Reviews | Part 2
Rene Peña, Audit Principal and President |  Peña, Briones, McDaniel & Co
2:15 pm – 2:30 pm Break
2:30 pm – 3:30 pm Uniform Grant and Fiscal Regulations
Helen Murphrey | Independent Consultant
3:30 pm – 3:45 pm Refreshment Break  
3:45 pm – 4:45 pm Cost Allocation
Helen Murphrey | Independent Consultant 
4:45 pm -5:30 pm

Panel: OIG Audit Experience
James Askey, Chief Financial Officer | SafeHaven of Tarrant County
Ankur Chopra, Executive V.P and Chief Financial & Personnel Officer | Family Violence Prevention Services

Kay Keller, Accountant-Trimble & Company, LLC | Crisis Center of Anderson & Cherokee Counties

Tuesday, March 6, 2018

View Tuesday
8:00 am – 8:30 am Breakfast
8:30 am – 9:30 am

Breakout Session

By Budget Size

9:30 am – 9:45 am Break
9:45 am – 10:45 am Common Financial Issues Encountered in eGrants
Jason Buckner, Business Operations Manager | Homeland Security Grants Division, Office of The Governor
10:45 pm – 11:00 am Break 
11:00 am – 12:00 pm

What to Expect from a CJD Financial Review
Brenda Foster, Manager, Financial Monitoring |Office of The Governor, Office of Compliance and Monitoring

12:00 pm – 1:00 pm

Luncheon | Networking by Profession: CPA, accountants, bookkeeper, ED with finance duties

1:00 pm – 2:00 pm

OAG Grant Financial Management and Compliance Monitoring
Don Duru, OAG Grant Monitor | Office of Attorney General
Karly Watson, Grants Financial & Monitoring Manager | Office of Attorney General 

2:00 pm – 2:45 pm

Speaker To Be Announced

2:45 pm

Closing

Speakers

Speakers

 James D. Askey
Chief Financial Officer | SafeHaven of Tarrant County
As Chief Financial Officer, James Askey brings over 30 years of financial management experience and expertise to SafeHaven of Tarrant County.  In this role, Askey directs all financial aspects of the business including accounting, budgeting, financial planning and treasury, banking, financial and programmatic analysis, financial and grant compliance, acquisitions and ventures, and monitoring/reporting of financial performance.  He also interfaces with the non-profit, local government, and financial communities. He believes his role as chief financial officer ensures that the resources are there for people in our community who need an escape from violence or a lift up from homelessness. Prior to joining SafeHaven, Askey held various challenging positions as: CFO for Samaritan House, Fort Worth, VP/CFO for International Aviation and Travel Academy, Arlington, Controller for Manheim Auctions, Fort Worth and Dallas, and Business Manager for General Electric Capital Auto Auctions, Fort Worth. He holds a BA in Finance from Angelo State University. Askey was born and raised in Fort Worth, spending a substantial amount of time in his youth on his Grandfather’s ranch in Decatur.  There he learned the value and significance of teamwork, in addition to a solid work ethic.  He enjoys the outdoors and restoring classic cars.  He is married to Melissa Askey, his wife of 32 years.  They have no children but work to spoil their nieces and nephews.

Jason Buckner
Business Operations Manager |Office of The Governor, Homeland Security Grants Division
Jason Buckner is a native Texan who returned home after serving for 5 years as a Non Commissioned Officer in the U.S Army. His past work history includes assignments with both the Texas Veterans Commission and the Department of Public Safety. He served as the state VOCA and VAWA administrator from March of 2011 to November of 2015, and has been committed to improving essential services for victims in the state of Texas. He is currently the Operations Manager with the Homeland Security Grants Division of the Office of The Governor, where he works extensively with the eGrants system. Buckner continues to have great compassion for crime victims, and will always be a staunch advocate for the survivors of our great state.
Deborah Butts
Manager, Finance & Administrative Technical Support | Texas Council on Family Violence
Deborah Butts is a proud employee of the Texas Council on Family Violence working as the Manager, Finance and Administrative Technical Support.  She has an extensive work experience encompassing budgeting, fiscal management, contract development and oversight, policy development and implementation with federal, state and local programs, working with elected officials, vendors, subcontractors, and community leaders and developing and presenting financial training. She received a Bachelor’s degree in Business Administration from the University of Texas as Tyler. Butts worked for the East Texas Council of Governments for 18 years, then the Tyler Economic Development Council. In the very early 90’s she worked for the Women’s Center of East Texas as a children’s services case manager.
 

Ankur Chopra
Executive V.P. and Chief Financial & Personnel Officer | Family Violence Prevention Services Inc.
Ankur Chopra immigrated to the US in 2005 to further his education and gain broader international experience.  He has been working with nonprofit organizations for over 10 years.  His professional career started out in public accounting as an external auditor working with governmental and nonprofit entities.  In 2015, Chopra joined Family Violence Prevention Services, Inc. with a vision to make positive changes not only to the organization, but to the community as a whole.  In his role, he provides financial and operational support, oversees accounting and financial function, compliance with regulations & reporting, planning & forecasting, and personnel management.  Working alongside the President & CEO, Chopra leads and directs the executive team on all strategic and tactical matters.  He also teaches undergraduate and graduate level Accounting courses for a local University. 

 

Don Duru
Grants Monitor | Office of the Attorney General, Grants
Don Duru currently serves as a Grant Monitor in the Contracts and Asset Management Division, Grants, at the Texas Attorney General’s Office. Duru has over 30 years of extensive experience working with monitoring and auditing various types of organizations. Some of the different type of monitoring includes: Grant Monitoring for non-profit, Contract Performance for Affordable Housing, Contracts Monitoring Oversight of over several millions awarded to private prison corporations, Corporate Internal Auditor, Project Management Planning and Management Information systems. These types of engagements involve interaction with management of all levels. For the last 11 years he has worked in Grants utilizing his expertise in administrative, budgeting, financial analysis, programmatic and operational reviews, and data analysis. He enjoys working with grantees across the state helping them manage grants to aid in serving victims. Duru is a graduate of Metro State College-Colorado with a Bachelor’s in Economics. He also has his Certified Texas Contract Manager certification and attended courses to obtain his Master’s in Business Administration Courses.

Brenda Foster
Director | Office of The Governor, Office of Compliance and Monitoring
Brenda W. Foster currently serves as the Director for the Office of Compliance and Monitoring, a division within the Office of the Governor.  Her team of professionals are responsible for the compliance and monitoring of 13 programs (Criminal Justice, Homeland Security, Disaster Recovery, and 10 different Economic Development & Tourism programs), as well as providing support to the staff and attorneys of these programs to both administer the Agreements and identify, mitigate, and manage risks to the State.  Foster began her career at the Office of the Governor as an Auditor, and then served as the Financial Monitoring Manager for reviews on entities awarded funds by the Criminal Justice Division and the Homeland Security Grants Division.  Prior to joining the Office of the Governor, she worked at the Texas Commission on Environmental Quality for 25 years in several management and administrative roles.  Foster is a graduate of Texas A&M with a BBA in Management.


Kay Keller
President | Trimble & Company LLC
Kay Keller has been associated with Trimble & Company since January, 1982, purchasing the business in August, 1995, during which time her focus has been federal and state income tax preparation including all business tax returns as well as estate, trust and gift tax preparation and complete accounting services for businesses and individuals alike. In February, 2001, The Crisis Center of Anderson and Cherokee Counties contracted with Trimble and Company to manage all financial and grant issues for that non-profit organization. Since that time Keller has been closely involved with grant requests and reporting, justification, financial management, accounting and audits.

Helen Murphrey
Independent Consultant
Helen Murphrey is an experienced fiscal consultant, federal grants reviewer, and training and technical assistance provider. With over 20 years in fiscal management, Murphrey served as Finance Director of a large non-profit organization. As a fiscal consultant, she currently provides training and technical assistance to organizations throughout the United States. Murphrey works with non-profit organizations, government entities, educational institutions, community action agencies, school districts and Native American tribes. She received a Bachelor’s degree in Business Administration from Texas State University and attended law school at South Texas College of Law.
Rene Peña
Audit Principal and President | Peña, Briones, McDaniel & Co
Rene Peña has over thirty years of experience in public accounting. In those thirty years he has gained significant knowledge in the financial industry, and shared his knowledge generously with his peers and up-and-coming professionals in the field. In addition to being the Audit Principal and President of the Firm, he is a frequent speaker and instructor of auditing and accounting to members of both public accounting and private industry throughout Texas and the El Paso Southwest area. His clients include such diverse clients as private industries, nonprofit, governmental, financial institution, construction industries, litigation support, and healthcare. His exposure to such a wide swath of the general public makes him well acquainted with the many different financial situations new clients may encounter. Peña was appointed by Governor Rick Perry to the Texas State Board of GeoScientist in the year 2002. In 1997 and 1999, he was appointed by Governor George Bush as Board Member/ Treasurer of the Texas Healthy Kids Corporation. He has served on the Executive Board of the Texas Society of Certified Public Accountants as Treasurer and on the AICPA Joint Trial Board; as well as the Upper Rio Grande Development Corporation, a Community development corporation. Peña has served as President and state director for the El Paso Chapter of Texas Society of Certified Public Accountants. He has also served as a commissioner for the El Paso Housing Authority as well as a Director of the Rio Grande Girl Scout Council, Board of Directors of the El Paso Zoological Society, and a local school board, and director of the School Ground Restoration Committee. Peña is a Certified Public Accountant licensed by the State of Texas and New Mexico. He holds a B.B.A. in Accounting from the University of Texas at El Paso.
 

Karly Watson
Grants Financial and Monitoring Manager | Office of The Attorney General, Grants
Karly Watson currently serves as the Grants Financial and Monitoring Manager in the Contracts and Asset Management Division, Grants, at the Texas Attorney General’s Office. For the last three years she has had the opportunity to work with Grants serving in various capacities including statistics, data analysis, governance development, logistics and various other areas. She enjoys working with grantees across the state helping them manage grants to aid in serving victims. Watson is a graduate of Texas State University with a Bachelor’s and Master’s degree in Criminal Justice. She also has her Certified Texas Contract Manager certification.

 

Lodging

Omni Mandalay at Las Colinas 
221 East Las Colinas Ave. • Irving, TX 75039 

https://www.omnihotels.com/hotels/dallas-mandalay/meetings/tcfv-finance-conference-2018

Hotel block rate ends: 2/12/18

 

Directions to Omni Mandalay at Las Colinas

Directions to hotel

Shuttle Info

Super Shuttle from DFW and DAL

Contact

For lodging questions |
Anoush Crane: acrane@anoushcrane.com

For conference information |
Deb Butts: dbutts@tcfv.org

For questions about registration|
Kate Kerns: kkerns@tcfv.org