2015 Accounting & Marketing/Customer Service Conference

Preliminary Agenda

Wednesday, July 8
11:30 a.m. – 5 p.m. Registration
12:30 p.m. – 12:45 p.m. Welcome
Weldon R. Gray, CPA, TSTCI CEO
1 p.m. – 2:15 p.m. Transforming Social Security into Winning Strategies 
Stephen H. Jones, CRPC, Ameriprise Financial Services, Inc.
2:15 p.m. – 3 p.m. E-rate Modernization Overview 
Ashlea Kenalty, GVNW Consulting, Inc.
3 p.m. – 3:15 p.m. Break
CONCURRENT SESSIONS      
3:15 p.m. – 4:05 p.m.
ACCOUNTING		 Tax Update
Debbie Broyles, Curtis Blakely & Company, P.C.
3:15 p.m. – 5 p.m.
MARKETING/
CUSTOMER SERVICE             		 Marketing & CSR Open Committee Meeting 
TSTCI Strategic Marketing Plan
4:05 p.m. – 5 p.m.
ACCOUNTING

Time Recording/Coding Labor
Wade Wilson, Bolinger, Segars, Gilbert & Moss, LLP
 5:30 p.m. – 7 p.m.  Welcome Reception (Casual Dress)

 

Thursday, July 9
7 a.m. – 5 p.m. Registration
7 a.m. – 8 a.m. Breakfast
7:50 a.m. – 8 a.m.

Welcome and Opening Remarks
Steven Steele, TSTCI President
Weldon R. Gray, CPA, TSTCI CEO
8 a.m. – 9:15 a.m.

Opening General Session
“Communicating for Success: How to Maintain High-Touch Relationships in High-Tech Times"
Sarita Maybin, Keynote Speaker
9:15 a.m. – 9:30 a.m. Break
9:30 a.m. – 10:45 a.m.

Billing Panel Discussion
“To Bill and How To Bill – That is the Question”
Creative Billing Best Practices
Moderator: Eleanor Johnson, Etex Telephone Cooperative, Inc.
Mike Chalk, Communications Data Group (CDG)
Joel Daniels, UDP, Inc.
Mark Momerak, National Information Solutions Cooperative, (NISC)
10:45 a.m. – 11:45 a.m.

Estate Planning – What You Need to Know 
Dirk Coleman, Curtis Blakely & Company, P.C.
11:45 a.m. – 1 p.m. Lunch (Provided)
1 p.m. – 2:15 p.m.     General Session - Marketing Panel Discussion
Moderator: Toni Rivas, Valley Telephone Cooperative, Inc.
Panelist:
Betse Esparza, Big Bend Telephone Company
Russell Kacer, YK Communications 
Susan Madden, Above the Fog Marketing
2:15 p.m. – 3 p.m.

COMPUTER SKILLS: Pivot Tables and Other Geeky Stuff
Todd McElmurry, Curtis Blakely & Company, P.C.
3 p.m. – 3:15 p.m. Break
CONCURRENT SESSIONS  
3:15 p.m. – 4:15 p.m.
ACCOUNTING

NECA – Tariff Pricing and Pool Decision-making
Chad Duval, Moss Adams LLP
Don Nowotny, Moss Adams LLP
3:15 p.m. – 4:15 p.m.
MARKETING/
CUSTOMER SERVICE

Community-based Marketing & Promotion 
Ashlea Kenalty, GVNW Consulting, Inc.
4:15 p.m. – 5 p.m.
ACCOUNTING		 Best Practices - Budgeting & Forecasting
Gary Smith, JSI - John Staurulakis, Inc.
4:15 p.m. – 5 p.m.
MARKETING/
CUSTOMER SERVICE		 Beating the Competition
Tim Owens, Cronin

 

Friday, July 10
7 a.m. – 10:45 a.m.

Registration
7 a.m. – 8 a.m.
 Breakfast
8 a.m. – 9:30 a.m.

Technology Trends  -  “Gigabits, Gadgets & Gizmos!”             
Tim Owens, Cronin
9:30 a.m. – 9:45 a.m.

Break
9:45 a.m. – 10:45 a.m.

Legislative/Regulatory Update
Weldon R. Gray, CPA, TSTCI CEO
10:45 a.m.

Grand Prize Drawing
Sponsored by: Texas Communications Expo, Inc.
PAC Raffle Prize Drawing
Sponsored by:  TSTCI
 11 a.m. Meeting Adjourns

 

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