Public Record
Nine honors, five board seats, one state commission and three appearances before the Texas House.
Honors, board service, state appointments, legislative testimony and the regulatory record. My transaction record is counted separately, on Track Record, with its source and its limits stated there.
What is in here
- Honors
- 2011 to 2023
- Boards and advisory seats
- One is a government body
- State of Texas
- One appointment, three testimonies
- Regulatory record
- FINRA, no disclosures
- Legislative testimony
- 2016, 2017, 2019
- Every entry
- Sourced, and dated where a date is on the record
Counted
- 9
- Honors, 2011 to 2023
- 5
- Board and advisory seats, one of them a government body
- 3
- Sessions of testimony before the Texas House Public Education Committee
- 1
- State commission seat, appointed by the Speaker of the House
- 0
- Disclosures on my FINRA record, as of 20 September 2026
Honors
Nine honors from the bond market, from Austin, and from the school business community I came out of. The dated ones run 2011 to 2023.
Two entries carry corrections to my earlier material: the Austin Business Journal award is 2011 and it is Nonprofit CFO of the Year, and the 2023 Bond Buyer recognition is Trail Blazing Women in Public Finance.
Three of these came from organizations I or my employer belonged to at the time. The Ann Richards School for Young Women Leaders is an Austin ISD campus and I was the district’s chief financial officer; Austin ISD is a member district of the Council of the Great City Schools; and the Texas Association of School Business Officials is the association of the school business officials I was one of. No honor, endorsement, testimonial or review on this site was compensated or solicited.
2023
Trail Blazing Women in Public Finance
The Bond Buyer
2022
Legacy Award, Best CFO Awards
Austin Business Journal
2019
Bill Wise CFO Award for Innovation and Excellence
Council of the Great City Schools
2019
Champion for Education
Texas Association of School Business Officials
2019
Ambassador of the Year
Friends of Texas Public Schools
2019
Profiles in Power
Austin Business Journal
2019
Ground Breaking Women
Ann Richards School for Young Women Leaders
2011
Nonprofit CFO of the Year
Austin Business Journal
Undated
Umstattd Award
Phi Delta Kappa, University of Texas chapter
| Year | Recognition | Awarded by |
|---|---|---|
| 2023 | Trail Blazing Women in Public Finance | The Bond Buyer |
| 2022 | Legacy Award, Best CFO Awards | Austin Business Journal |
| 2019 | Bill Wise CFO Award for Innovation and Excellence | Council of the Great City Schools |
| 2019 | Champion for Education | Texas Association of School Business Officials |
| 2019 | Ambassador of the Year | Friends of Texas Public Schools |
| 2019 | Profiles in Power | Austin Business Journal |
| 2019 | Ground Breaking Women | Ann Richards School for Young Women Leaders |
| 2011 | Nonprofit CFO of the Year | Austin Business Journal |
| Undated | Umstattd Award | Phi Delta Kappa, University of Texas chapter |
Service
Appointed by the Speaker of the Texas House in 2018, and five board and advisory seats on the record.
Boards and advisory seats
- Since 2025
- Municipal Advisory Council of TexasBoard member
- Since 2022
- LINQ TechnologiesBoard of Directors. A K-12 education software company.
- current
- Travis Central Appraisal DistrictBoard of Directors, term ends 2027. A government body.
- current
- Greater Austin Chamber of CommerceVice Chair, Finance
- 2013 to 2020
- TexStar Investment PoolAdvisory Board
State of Texas
- 2018
- Texas Commission on Public School FinanceAppointed by House Speaker Joe Straus. Its recommendations led to House Bill 3, 86th Texas Legislature, 2019, and its $11.6 billion school finance package.
- 2019
- Texas House Public Education CommitteeTestimony
- 2017
- Texas House Public Education CommitteeTestimony
- 2016
- Texas House Public Education CommitteeTestimony
Five FINRA examinations, three appearances before the Texas House, and CRD 2645819 if you want to check.
The registrations and examination dates are FINRA’s, on my BrokerCheck record. The testimony and the commission appointment are the Texas Legislature’s. The honors are the awarding organizations’. The board and advisory seats are the exception: no public filing carries their dates, so those come from my own record and are the one part of this page you cannot check against somebody else’s.