2017 Board of Directors

President - Georgia Sanchez, Texas Water Development Board
Georgia Sanchez photoGeorgia Sanchez joined the Texas Water Development Board in March 2017 as the agency’s Debt Portfolio Manager and Development Fund Manager. She previously served more than 23 years with the City of Austin, Texas in roles including Assistant Treasurer and Investment Officer, where she managed cash, investments, and debt programs, and Corporate Budget Manager overseeing the implementation of the City’s Capital Improvements Plan. She holds a BBA in International Business from The University of Texas at Austin.

 

President Elect - Myra Conklin, City of Plano
Myra Conklin photoMyra Conklin is the Treasurer for the City of Plano where she manages the City’s $425 million investment portfolio, and is responsible for cash management, the debt management program, administering the City’s hotel/motel occupancy tax program, unclaimed property less than $100, and other activities. Myra began her career with KPMG in auditing and worked several years in internal audit for various banks. She then switched to public service and worked for Plano Independent School District where she performed demographic and boundary functions along with being the Budget Director. Myra earned a Bachelor’s of Accountancy from New Mexico State University and is also a Certified Public Accountant.

 

Vice President - Beverly Adler, DART
BeverlyAdler photoAs Dallas Area Rapid Transit (DART) Assistant Treasurer, Beverly leads a professional team responsible for cash and debt management, investments, grants, and cash processing. Prior to her employment at DART, she worked for the Fort Worth Transportation Authority (the T) and served in various capacities in the areas of charter sales, customer service, procurement, grants, and budgeting. Beverly received a Bachelor’s of Business Administration in Marketing from the University of Texas at Arlington. She is currently serving on the Board of Directors for the Association of Public Treasurers of the United States and Canada and is a Certified Public Funds Investment Manager.

 

Treasurer - Ethan Klos, City of Arlington
Ethan Klos is the Treasurer for the City of Arlington. He has been with the City since Aug 2009. As Treasurer, Ethan is responsible for the Cash management, Debt financing, and Investments of the City’s portfolio. Other responsibilities include managing the banking relationships, credit card acceptance, capital budget, hotel occupancy tax program, and working closely with economic development. Prior to joining the City, Ethan had worked for a number of Fortune 500 companies in their Treasury departments beginning at Dell Computer in 1995. Ethan holds an MBA in Finance from Southwest Texas State University (now Texas State University – San Marcos) and a BS in Radio-TV-Film from the University of Texas, Austin.

 

Secretary - Wallace (Wally) Waits, City of West University Place
Wally Waits photoWally Waits is the Treasurer for the City of West University Place. He served as the Cash and Debt Manager with the City of Dallas and was responsible for coordinating bond sales, commercial paper sales, and ensuring post-issuance compliance. Prior to Dallas, Wally served as a Treasury Analyst for the City of Arlington where he oversaw depository contracts, citywide cash handling training, and hotel tax collection. Wally received a Bachelor of Business Administration in Finance, Economics, and General Business from Texas Tech University, and a Master of Public Administration from the University of North Texas.

 

Immediate Past President - Donna Todd, City of Deer Park
Donna Todd photoDonna is the Director of Finance for the City of Deer Park and is responsible for the accounting, cash management, investment, payroll, accounts payable, purchasing, utility billing and meter reading, tax collections, and municipal court operations. She began her career in municipal government at Texas Municipal Power Agency serving as Finance Manager and later as Treasurer. She has also served as Treasurer for the cities of Bryan and Spring Valley Village and as Chief Financial Officer for the City of Bellaire. Donna has been a member of GTOT since 1989 and is also a member of GFOAT and the Gulf Coast Chapter of GFOA. Donna graduated from Texas A&M University with a BBA in Accounting and later received an MBA in Finance from the University of St. Thomas. Donna has earned the Certified Cash Manager designation.

 

Director - Julie Taylor, Town of Flower Mound
Julie Taylor photoJulie Taylor is the Director of Treasury Operations for the Town of Flower Mound and is responsible for managing a $120 million investment portfolio and a $130 million debt program along with overseeing the Utility Billing, Meter Services and Municipal Court operations. Prior to joining the Town of Flower Mound, Julie gained governmental experience with the Oklahoma State Treasury as a staff accountant and the City of Denton as the Senior Utility Accountant. During her 19 years at Flower Mound, she has also been involved in the budget and accounting processes. She is a graduate of the University of Oklahoma with a BBA in Accounting and is a certified public accountant.

 

Director - Vickie Rodriquez, City of Roanoke
Vickie Rodriquez photoVickie is the Director of Fiscal and Administrative Services for the City of Roanoke. She is a local government finance professional with 20+ years of experience in finance administration, strategic financial planning, effective operations management, budget preparation, and comprehensive financial reporting. Broad knowledge in general ledger, financial statements, financial analysis, budgeting, forecasting, project management, cash management, debt management, internal/external reporting and internal auditing. Primary areas of supervision include the Finance department, Municipal Courts, Utility Billing, Marketing and Purchasing. She’s responsible for coordinating, preparing, and producing the annual operating and capital budget process, as well as a multi-year financial plan. In addition, she coordinates the annual audit process with internal staff and external audit team. Vickie holds a Bachelor’s degree in Business Administration from the University of North Texas with a minor in marketing and computer science. She obtained the designation as a Certified Government Finance Officer through GFOAT in 2004.

 

Director - Heather Hurlbert, City of San Marcos
Heather Hurlbert photoHeather is the Director of Finance for the City of San Marcos. She began her career in the private sector in 1994 and has worked in the life insurance, manufacturing, food and beverage, financial services and public accounting industries. She began her career with the City of San Marcos in 2009 as the Assistant Director of Finance and was promoted to Director in 2013. Her primary areas of supervision at the City include General Ledger, Accounts Payable, Accounts Receivable, Cash Management, Purchasing, Financial Reporting, Utility Billing, and Mail Services. She is responsible for coordinating, preparing, and producing the annual operating and capital budget, as well as a multi-year financial plan. Heather holds a Bachelor’s degree in Business Administration from the University of Texas San Antonio, the designation as a Certified Government Finance Officer, and is a Certified Public Accountant. She also serves as the President of the Schertz Youth Soccer Alliance and treasurer for Boy Scout Troop 343 in Selma.

 

Director (Non-Voting) - Patrick Shinkle, Center for Public Management - University of North Texas
Patrick Shinkle photoPatrick is the Director for the Center for Public Management at the University of North Texas. Prior to joining CPM, he was a Vice President at Southwest Securities, responsible for providing municipal bond underwriting and financial advisory services to public entities in Texas. Patrick has over 20 years experience in public funds management in Texas, including 12 years as Administrator of LOGIC and 5 years as part of the TexPool management team. Patrick has frequently spoken on investment management, disaster recovery planning, computer security awareness, and technology related issues for such organizations as the Dallas Association for Financial Professionals, the Government Treasurers' Organization of Texas, the Texas Association of Counties, and the Texas Association of School Business Officials. He received his undergraduate degree in finance from Texas State University in San Marcos. He received his Master of Business Administration degree and his Master of Science in Information Assurance degree from the University of Dallas, designated as a Center of Academic Excellence (CAE) by the National Security Agency (NSA) of the Department of Defense (DoD) and Department of Homeland Security for the Information Assurance (IA) program. He was selected as one of the Dallas Business Journal's "Business School All-Stars for 2006".