20^th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 15-16, 2024 DoubleTree by Hilton Hotel Austin
$645 Individual | $745 after Jan 31

$580 Group rate per person (5 registrants minimum) | $680 after Jan 31

$515 Group rate per person (10 registrants minimum) | $615 after Jan 31

Live Webcast Feb 15-16, 2024
$645 Individual | $745 after Jan 31

$580 Group rate per person (5 registrants minimum) | $680 after Jan 31

$515 Group rate per person (10 registrants minimum) | $615 after Jan 31

Register

Related products: eConference Materials

EVENT SPONSORS
Legacy Enhancement Trust
Cadence Asset Management & Trust
American National Bank of Texas - Trust Dept.
Happy State Bank & Trust Co.

WEBCAST SPONSOR
Austin Trust Company

CONFERENCE SPONSORS
American National Bank & Trust
Frost Bank
National Care Advisors
Special Considerations
True Link Financial
WealthCounsel

EXHIBITORS
Aging Life Care Association
CareFor
Commonwealth Community Trust
Krause Financial Services
Merrill: The Special Needs Team – Texas
TEAM Risk Management Strategies
The Arc of Texas Master Pooled Trust
Valued Access

Overview

The 20th Annual Changes and Trends Affecting Special Needs Trusts brings together nationally recognized professionals in the SNT field, features the latest updates and hot topics, and offers a great set of materials including sample forms, drafting tips, sample language, and resources.

Event Schedule

Program is subject to change.
All times are Central Time Zone.

Day 1 February 15, 2024
Day 2 February 16, 2024

Time

Credit

Subject

Speaker
Thursday Morning, Feb. 15, 2024
Presiding Officer:
Elisa Dillard Rainey, Rainey & Rainey, Attorneys at Law LP - Waco, TX
8:00 am
Austin Only

Registration and Exhibit Hall Opens

Includes continental breakfast.
8:35 am

Welcoming Remarks
8:45 am

1.00 hr

Special Needs Trusts 101: The Basics

An overview of the basics of special needs trusts and public benefits including selection of appropriate trust option, pitfalls to avoid and case examples.

Molly Dear Abshire, Wright Abshire Attorneys, P.C. - Bellaire, TX
9:45 am

1.00 hr ethics

The Ethics of SNT Administration

In this session, the presenters review the decisions a trustee makes in administering a trust, the standards a trustee should use in making decisions, and a framework to make sure the trustee’s decisions and actions are ethical.

Rebecca C. Morgan, Stetson University College of Law - Gulfport, FL
Bryn A. Poland, Mayo & Poland PLLC - Baytown, TX
10:45 am

15-Minute Break
11:00 am

0.75 hr
0.25 hr ethics

Redlining the Basics with 1st Party SNT

Dissect a basic first-party SNT to highlight best practices with various key provisions, a walk-through relevant POMS provisions, and other practical tips in evaluating the use(s) of a first-party SNT.

John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
11:45 am

0.75 hr
0.25 hr ethics

Maximizing Public Benefits: Overview

Planning for public benefits can be daunting. This presentation walks attendees through the paper, with stops along the way for basics, practice tips, and hidden gems in the paper.

Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
12:30 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Thursday Afternoon, Feb. 15, 2024
Presiding Officer:
John B. Henry III, Law Office of John B. Henry, III, PLLC - Bellaire, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor

American National Bank of Texas - Trust Dept.
1:00 pm

0.75 hr ethics

Empowering Individuals with Special Needs: Harnessing AI in the Legal Representation of Clients with Special Needs

The potential for AI in the special needs community is truly life-changing. AI has the potential to significantly increase inclusivity and independence and to transform the way attorneys and advocates communicate and interact with clients with special needs.

Melissia Riddle, Hardie Alcozer - Austin, TX
1:45 pm

15-Minute Break
2:00 pm

0.75 hr ethics

What We Say and Do Matters: People First or Identity First, Appropriate Behavior of Us and our Staff

Discuss the various approaches to ensuring that clients with disabilities are treated with the respect and dignity they deserve and is ethically required. Gain insight on how to approach family members, clients, and other professionals as well as practical dos and don'ts when handling cases where the client has limitations.

Amanda E. Carter, Matthew Harris Law, PLLC - Lubbock, TX
Jennifer L. Coulter, Townsend Allala, Coulter & Kludt, PLLC - El Paso, TX
2:45 pm

0.50 hr

A View from HHSC

Gain insight on the topic of the termination of the special needs trust when a beneficiary passes away and there is a Medicaid lien owed. Hear the basics of the requirements of the Medicaid pay-back provision, how to contact the Texas Health and Human Services Commission (HHSC) to verify the Medicaid lien and obtain the lien payoff, and the process of settling the lien with the agency.

Leslea Pickle, Texas Department of Health and Human Services - Austin, TX
3:15 pm

15-Minute Break
3:30 pm

0.50 hr

Unraveling the Nuances of ABLE Accounts with Real-Life Examples

Learn how to creatively use ABLE accounts through real world examples alongside SNTs. Explore the nuances of ABLE accounts, the changes coming, how to use an ABLE account to enhance quality of life and encourage saving, while protecting benefits.

Ashley Melero, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO
4:00 pm

1.00 hr
0.25 hr ethics

Medicaid in Depth – the Battle to Preserve Benefits

In The Trenches: The battle to establish and maintain Medicaid benefits happens not only at the law office, but also at the client's home, with financial planners, and corporate trustees. Gain insight into how parents, professionals, and family members protect and fight for Medicaid eligibility for the most vulnerable population, while focusing on the day-to-day care needs of the individual.

Moderator:
Christina Lesher, The Law Office of Christina Lesher, PC - Houston, TX
Panelists:
Haley D. Greer, The Arc of Texas - Austin, TX
Laurie Mann, Cedar Park, TX
Allison Schaberg, Consolidated Planning Group - Sugar Land, TX
5:00 pm
Austin Only

Adjourn to Reception (5:00 p.m. - 6:00 p.m. CT)

Join program faculty and attendees for drinks and hors d'oeuvres.
Thank You to Our Reception Sponsor
Legacy Enhancement Trust

Time

Credit

Subject

Speaker
Friday Morning, Feb. 16, 2024
Presiding Officer:
Beth Owens, American National Bank & Trust - Houston, TX
8:00 am
Austin Only

Conference Room and Exhibit Hall Opens

Includes continental breakfast.
8:30 am

0.75 hr

A Quick Trust Tax Tutorial

You don’t need to be a tax lawyer, but every special-needs planner should know at least the basics of trust income tax. Explore key rules in an accessible way for non-tax practitioners.

Eric Reis, UNT Dallas College of Law - Dallas, TX
9:15 am

0.75 hr
0.25 hr ethics

Maximizing Public Benefits: New Developments

A discussion of new developments in the law of disability benefits, and of recent updates to this paper, that trustees of Special Needs Trusts need to know about.

H. Clyde Farrell, Farrell & Johnson PLLC - Austin, TX
10:00 am

15-Minute Break
10:15 am

1.00 hr

SSA Regional Trust Leads Presentation Regarding SSI Trusts

For trusts established with the assets of an individual on or after 01/01/00, the Social Security Administration follows specific policy regarding disbursements from the trust, earnings on and additions to the trust, and posteligibility changes in the trust’s resource status. This session provides a summary of the policy for trust principal that is not a resource and for trust principal that is a resource, including examples.

Moderator:
Pi-Yi Mayo, Mayo & Poland PLLC - Baytown, TX
Panelist:
Amanda Flood, U.S. Social Security Administration - Dallas, TX
11:15 am

1.00 hr
0.50 hr ethics

Supported Decision-Making Concepts in a SNT

States are passing Supported Decision-Making laws across the country to assist persons with disabilities to be more engaged in decision making that affects their lives and supports. Join a panel of practitioners who cover the basics of Supported Decision-Making and how to incorporate Supported Decision-Making concepts in a special needs trust. Also, explore challenges a trustee might encounter while working with a Supported Decision-Making agreement in meeting their fiduciary duties.

Stephen W. Dale, The Dale Law Firm, PC - Pacheco, CA
Haley D. Greer, The Arc of Texas - Austin, TX
Peter J. Wall, True Link Financial - Denver, CO
12:15 pm
Austin Only

Pick Up Lunch (in Austin)

Included in registration.
Friday Afternoon, Feb. 16, 2024
Presiding Officer:
Nancy Sosa, Cadence Bank - Austin, TX
LUNCHEON PRESENTATION
Thank You to Our Luncheon Sponsor
Happy State Bank & Trust Co.
12:45 pm

0.75 hr

Overcoming School Challenges – A Collaborative Approach

Having school-aged clients with a disability can provide unique challenges in their care. Discuss these challenges and potential solutions from the collaborative perspective of an education consultant and a nurse case manager.

Ann Koerner, National Care Advisors - Morgan Hill, CA
Kristen Sabo, National Care Advisors - Philadelphia, PA
1:30 pm

30-Minute Break and Exhibitor Announcements
2:00 pm

0.50 hr

Leaving Non-IRA Retirement Benefits to SNTs

Many clients leave retirement benefits to an SNT for a disabled child. We know the rules for IRAs and 401(k)s, but this presentation covers the different rules for other retirement plans. Learn about the specific requirements for naming an SNT as a beneficiary of Teacher Retirement System (TRS), Military Survivor Benefit Program, and other government pensions.

Tresi Moore Weeks, The Weeks Law Firm, PLLC - Plano, TX
2:30 pm

0.75 hr

Common Benefits Terminations Problems

Public Benefit programs for the disabled such as Medicaid and Supplemental Security Income are income and resource-tested, meaning that the disabled individual must also maintain eligibility based on specific income and resource criteria to continue receiving benefits. When changes to income and resources occur, the disabled individual (or their representative payee) may receive letters from Social Security and/or HHS notifying them that their benefits are being terminated, and worse, that an overpayment has occurred and they must return some of the benefits paid to them. Practitioners in special needs and elder law learn the common causes for changes to a disabled individual’s income and resources that cause cessation of benefits and overpayments; how to respond to Social Security when a cessation and overpayment notice is received; tools for re-establishing eligibility for benefits; and how to properly advise fiduciary caregivers and supporters of the disabled who are involved in the process (guardians, trustees, and representative payees).

Adriane S. Grace, Law Office of Adriane S. Grace, PLLC - Plano, TX
3:15 pm

0.75 hr

Welcome Home! Best Practices with Special Needs Trust Real Estate Ownership

Trustees of special needs trusts have unique considerations when purchasing and owning real property. Learn about the pros and cons of owning real estate in a trust.

Kristen Quinney Porter, Kristen Quinney Porter, LLC - New Braunfels, TX
4:00 pm

Adjourn

Day 1 February 15, 2024
Day 2 February 16, 2024

Download Schedule

Conference Faculty

Molly Dear Abshire

Wright Abshire Attorneys, P.C.
Bellaire, TX

Amanda E. Carter

Matthew Harris Law, PLLC
Lubbock, TX

Jennifer L. Coulter

Townsend Allala, Coulter & Kludt, PLLC
El Paso, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Amanda Flood

U.S. Social Security Administration
Dallas, TX

Adriane S. Grace

Law Office of Adriane S. Grace, PLLC
Plano, TX

Haley D. Greer

The Arc of Texas
Austin, TX

John B. Henry III

Law Office of John B. Henry, III, PLLC
Bellaire, TX

Ann Koerner

National Care Advisors
Morgan Hill, CA

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Laurie Mann

Cedar Park, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Ashley Melero

The Arc of Texas
Austin, TX

Rebecca C. Morgan

Stetson University College of Law
Gulfport, FL

Leslea Pickle

Texas Department of Health and Human Services
Austin, TX

Bryn A. Poland

Mayo & Poland PLLC
Baytown, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Eric Reis

UNT Dallas College of Law
Dallas, TX

Melissia Riddle

Hardie Alcozer
Austin, TX

Kristen Sabo

National Care Advisors
Philadelphia, PA

Allison Schaberg

Consolidated Planning Group
Sugar Land, TX

Peter J. Wall

True Link Financial
Denver, CO

Tresi Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

Planning Committee

Bryn A. Poland—Co-Chair

Mayo & Poland PLLC
Baytown, TX

Elisa Dillard Rainey—Co-Chair

Rainey & Rainey, Attorneys at Law LP
Waco, TX

April Rogers—Director

The University of Texas School of Law
Austin, TX

Ramona Brush

arrangeCARE
Austin, TX

Stephen W. Dale

The Dale Law Firm, PC
Pacheco, CA

Randy Drewett

Randy E. Drewett, P.C.
Beaumont, TX

H. Clyde Farrell

Farrell & Johnson PLLC
Austin, TX

Terry Garrett

The Garrett Law Firm, PLLC
Austin, TX

Haley D. Greer

The Arc of Texas
Austin, TX

John B. Henry III

Law Office of John B. Henry, III, PLLC
Bellaire, TX

Mary Alice Jackson

Boyer & Boyer P.A.
Sarasota, FL

Christina Lesher

The Law Office of Christina Lesher, PC
Houston, TX

Renée C. Lovelace

The Lovelace Law Firm, P.C.
Tyler, TX

Pi-Yi Mayo

Mayo & Poland PLLC
Baytown, TX

Marilyn G. Miller

Marilyn G. Miller, Attorney at Law
Dripping Springs, TX

Beth Owens

American National Bank & Trust
Houston, TX

Kristen Quinney Porter

Kristen Quinney Porter, LLC
New Braunfels, TX

Patricia Flora Sitchler

The Law Office of Patricia Flora Sitchler
La Vernia, TX

Nancy Sosa

Cadence Bank
Austin, TX

Tresi Moore Weeks

The Weeks Law Firm, PLLC
Plano, TX

Key Dates

Austin – Feb 15-16, 2024 – DoubleTree by Hilton Hotel Austin

Live Webcast – Feb 15-16, 2024

Austin
Live Webcast

Individual
Last day for $545.00 Early Bird pricing: Oct 13, 2023
Last day for $645.00 Regular pricing: Jan 31, 2024

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $480.00 Early Bird pricing: Oct 13, 2023
Last day for $580.00 Regular pricing: Jan 31, 2024

$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $415.00 Early Bird pricing: Oct 13, 2023
Last day for $515.00 Regular pricing: Jan 31, 2024

$615.00 for registrations received after this time

Last day for cancellation (full refund): Feb 9, 2024

$50 processing fee applied after this date

Last day for cancellation: Feb 12, 2024

Individual
Last day for $545.00 Early Bird pricing: Oct 13, 2023
Last day for $645.00 Regular pricing: Jan 31, 2024

$745.00 for registrations received after this time

Group (5 registrants minimum)
Last day for $480.00 Early Bird pricing: Oct 13, 2023
Last day for $580.00 Regular pricing: Jan 31, 2024

$680.00 for registrations received after this time

Group (10 registrants minimum)
Last day for $415.00 Early Bird pricing: Oct 13, 2023
Last day for $515.00 Regular pricing: Jan 31, 2024

$615.00 for registrations received after this time

Last day for cancellation (full refund): Feb 9, 2024

$50 processing fee applied after this date

Last day for cancellation: Feb 12, 2024

Venue

DoubleTree by Hilton Hotel Austin

6505 N. Interstate 35
Austin, TX 78752-4346
512-454-3737
512-454-3737 (reservations)
Map

Accommodations

A limited number of rooms have been reserved at a special rate of $184 per night. Our special room rate is available until January 15, or until the room block is exhausted, whichever comes first. You can reserve by calling 800-866-3126 and mentioning "UT Law Special Needs Trusts"

Parking Information

Daily or Overnight Self-parking: $10
Valet Parking: $25

Our Sponsors

Thank you to our sponsors! Click each logo below to learn more.

Legacy Enhancement Trust

Legacy Enhancement is a national non-profit corporation established to assist individuals who are disabled or have special needs. The goal of our special needs trust is to protect you and your loved ones’ current and future assets by managing funds for supplemental needs and enriching your overall quality of life. Your trust fund will be professionally managed and invested to provide long-lasting security and support. We strive to retain any public entitlements you or your loved one are owed, and work to assist with the needs not covered by benefits or insurance. Legacy Enhancement can assist you with every aspect involved in trust administration; including establishment of the trust, funds disbursement and bill pay, nurse care management, benefits coordination, and much more.
www.legacyenhancement.org/
Cadence Asset Management & Trust

At Cadence, we believe that a customized wealth strategy plays a critical role in helping clients achieve a fulfilling life and lasting legacy. Averaging 20 years of experience each, our administrative advisors listen first to better understand our client’s definition of success, their goals and unique family dynamics. Whether it is planning for retirement, establishing a court-created or special needs trust, developing a customized investment strategy or transferring wealth to the next generation, Cadence’s innovative wealth management solutions can help clients overcome roadblocks and build a path to financial success. Cadence Trust & Asset Management has full-service office locations in Houston, Austin and Dallas.
cadencebank.com/wealth-management
American National Bank of Texas - Trust Dept.

At American National Bank of Texas, our values have served us well since 1875. Doing the right thing for our customers and employees is at the core of everything we do. In 1926 we expanded to include Trust Services, to meet the changing needs of our clients. Our Trust Department is filled with seasoned financial professionals who seek to build lifelong partnerships with our clients and their families. The only way to get to know a Trust Department is to spend time with its people – and our customers enjoy the personal relationships and attention we provide. Our approach to trust administration is especially well suited to Special Needs Trust beneficiaries and their families. We are dedicated to providing the additional time and expertise necessary to fully understand and meet the needs of our beneficiaries throughout their lifetimes. We serve throughout the state of Texas, and look forward to working with you!
www.anbtx.com
Happy State Bank & Trust Co.

“The town without a frown,” Happy, Texas, got its first bank in 1908, then called First State Bank of Happy. In 1989, 10 local families from Canyon, Texas purchased the $10 million dollar bank that was listed as the 812th largest bank in Texas. Happy State Bank is now the 20th largest bank with 35 branches in 25 markets, and an asset size of $3.4 billion. In addition to being named a “Best Banks to Work For” five years in a row by American Banker, Happy is ranked the 3rd Best Bank in Texas and the 26th Best Bank in the Nation by Forbes. The Happy Trust Company was added in 2002 and currently manages over 400 million dollars in assets. Happy’s trust team has over 300 years of combined experience providing expertise in farm and ranch management, securities portfolio services, and mineral interest oversight. Consistent with Happy State Bank’s mission, the trust company thrives on building personal relationships with our clients while providing the highest level of fiduciary service.
happytrust.com/
Austin Trust Company

Austin Trust Company was the first private trust company to be chartered by the Texas Department of Banking, receiving charter number T-001 in 1987. We remain the only locally owned and controlled institution that offers a full range of fiduciary services. Whether you have a straightforward trust, a copious, detailed estate or are establishing a Special Needs Trust to help a loved one living with a disability maintain their eligibility for benefit programs, we are here for you. To find out more about how we strive to go Beyond Wealth Management, please visit us at austintrust.com.

www.austintrust.com/
American National Bank & Trust

American National Bank & Trust strives to provide a comprehensive range of wealth management services to achieve your goals of financial security and success. Only by listening carefully to our clients’ dreams, concerns, and unique needs can we develop the appropriate solutions to help achieve each clients’ financial and estate planning goals.

Our trust officers have on average more than 23 years of experience and multiple certifications allowing them to deliver the top level of service to our current clients and their future generations. We have expertise in trusts, estate administration, guardianships, 1301 and 142 trusts, special needs trusts, investments, retirement planning, and other individualized wealth management services.

With trust and wealth management offices across the state of Texas and our corporate headquarters in Wichita Falls, Texas, we are able to provide local experts to help your clients with all of their planning needs.
You can find more information about American National Bank & Trust at www.amnat.com.
www.amnat.com/trust/
Frost Bank

Frost is the banking, investments and insurance subsidiary of Cullen/Frost Bankers, Inc. (NYSE: CFR), a financial holding company with $48.6 billion in assets at June 30, 2023. One of the 50 largest U.S. banks by asset size, Frost provides a full range of banking, investments and insurance services to businesses and individuals in the Austin, Corpus Christi, Dallas, Fort Worth, Houston, Permian Basin, Rio Grande Valley and San Antonio regions. Founded in 1868, Frost has helped Texans with their financial needs during three centuries. For more information, visit www.frostbank.com.
frostbank.com
National Care Advisors

National Care Advisors, founded in 2008, is a national nurse consulting firm providing life care planning, quality of life assessment, third-party benefit analysis, educational and litigation consulting as well as case management services for individuals with special needs and disabilities.

We work with attorneys, financial planners, trustees and their client families in all 50 states to navigate the complex financial and legal climate surrounding insurance, government benefits, and future cost projections. Sustainable quality of life should be attainable for any who seek it, no matter their abilities or special needs. Our case managers and consultants work to maximize quality of life within the available scope of resources. Learn more about us at www.nationalcareadvisors.com

www.nationalcareadvisors.com
Special Considerations

Special Considerations stands out as the leading end-of-life planning establishment in the country, catering specifically to the needs of the special needs community. We firmly believe that every individual with special needs deserves a dignified and respectable end of life, and our solutions, accessible to one and all, make this a reality.

The hallmark of our enterprise is the Funeral Insurance Plan, which incorporates an Irrevocable Funeral Expense Trust. Our newest solution and addition to our portfolio, the Special Considerations Irrevocable Funeral Expense Trust, is an exceptional offering that bridges the gap when Goods and Services are required by state regulations. Both are compliant with Medicaid and SSI regulations, qualify as spend-down expenses and complement Special Needs Trusts- whether pooled or individual. www.specialconsiderations.com/
True Link Financial

True Link Financial, Inc., provides financial solutions for people with complex needs and those who care for them. As a dedicated partner to professional trustees throughout the country, True Link's online platform helps trustees manage spending, record-keeping, and reporting for more than 17,000 beneficiaries.

True Link Financial Advisors, LLC, provides investment management for 25+ pooled special needs trusts, bringing the expertise of nationally recognized investment professionals with decades of experience from leading financial institutions. Nonprofit trustees and other fiduciaries entrust us to manage more than $1 billion in assets.

Learn more at www.truelinkfinancial.com/investment-management

www.truelinkfinancial.com/
WealthCounsel

State-of-the-art drafting software and workflow solutions, practice-building coaching programs, legal content marketing services, continuing legal education (CLE), and a nationwide community of like-minded attorneys—WealthCounsel has all you need to practice efficiently and confidently. www.wealthcounsel.com/

20th Annual Changes and Trends Affecting

Special Needs Trusts

A Guide for Attorneys, Financial Advisors and Trust Officers

Austin Feb 15-16, 2024 DoubleTree by Hilton Hotel Austin $645 Individual | $745 after Jan 31 $580 Group rate per person (5 registrants minimum) | $680 after Jan 31 $515 Group rate per person (10 registrants minimum) | $615 after Jan 31

Live Webcast Feb 15-16, 2024 $645 Individual | $745 after Jan 31 $580 Group rate per person (5 registrants minimum) | $680 after Jan 31 $515 Group rate per person (10 registrants minimum) | $615 after Jan 31

Register

Related products: eConference Materials

Overview

Event Schedule

Thursday Morning, Feb. 15, 2024

Thursday Afternoon, Feb. 15, 2024

Friday Morning, Feb. 16, 2024

Friday Afternoon, Feb. 16, 2024

Conference Faculty

Molly Dear Abshire

Amanda E. Carter

Jennifer L. Coulter

Stephen W. Dale

H. Clyde Farrell

Amanda Flood

Adriane S. Grace

Haley D. Greer

John B. Henry III

Ann Koerner

Christina Lesher

Laurie Mann

Pi-Yi Mayo

Ashley Melero

Rebecca C. Morgan

Leslea Pickle

Bryn A. Poland

Kristen Quinney Porter

Eric Reis

Melissia Riddle

Kristen Sabo

Allison Schaberg

Peter J. Wall

Tresi Moore Weeks

Planning Committee

Bryn A. Poland—Co-Chair

Elisa Dillard Rainey—Co-Chair

April Rogers—Director

Ramona Brush

Stephen W. Dale

Randy Drewett

H. Clyde Farrell

Terry Garrett

Haley D. Greer

John B. Henry III

Mary Alice Jackson

Christina Lesher

Renée C. Lovelace

Pi-Yi Mayo

Marilyn G. Miller

Beth Owens

Kristen Quinney Porter

Patricia Flora Sitchler

Nancy Sosa

Tresi Moore Weeks

Key Dates

Venue

DoubleTree by Hilton Hotel Austin

Accommodations

Parking Information

Our Sponsors

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20^th Annual Changes and Trends Affecting

Austin Feb 15-16, 2024 DoubleTree by Hilton Hotel Austin
$645 Individual | $745 after Jan 31

$580 Group rate per person (5 registrants minimum) | $680 after Jan 31

$515 Group rate per person (10 registrants minimum) | $615 after Jan 31

Live Webcast Feb 15-16, 2024
$645 Individual | $745 after Jan 31

$580 Group rate per person (5 registrants minimum) | $680 after Jan 31

$515 Group rate per person (10 registrants minimum) | $615 after Jan 31