School Finance Conference

July 21-23, 2026

4TH ANNUAL

School Finance & Operations Conference

+ Purchasing Coop Product Show

Don't miss this chance to learn, grow, and impact the Texas School finance & Operations world! Plus get to meet our Region One Purchasing Cooperative Product Show vendors!

Open to all Texas School Systems

Learn about these interesting topics!

Finance
Purchasing
School Safety
Human Resources
Facilities & Operations
Grants Compliance
Technology
Food & Nutrition

Agenda at a Glance

Tuesday, July 21 Pre-Conference

Time
Session
8:30 AM - 4:00 PM
Registration & Badge Pickup
8:30 AM - 11:30 AM
SOF Template • Presented by: Omar Garcia
9:30 AM - 11:30 AM
Price Cost Analysis
11:30 AM - 1:00 PM
Lunch on your own
1:00 PM - 4:00 PM
Truth in Taxation Deep Dive • Presented by: Moak Casey
1:00 PM - 4:00 PM
Construction vs. Renovation
6:00 PM - 8:00 PM
Welcome Reception • Conference Attendees

Wednesday, July 22

Time
Session
7:30 AM - 5:30 PM
Registration/Badge Pickup
8:00 AM - 9:00 AM
Coffee & Breakfast Bites
9:00 AM - 10:00 AM
Opening Session
10:00 AM - 11:50 AM
Concurrent Sessions
11:50 AM - 1:00 PM
Networking Lunch • Exhibit Hall Opens
1:00 PM - 2:50 PM
Concurrent Sessions
3:00 PM - 5:00 PM
Exhibitor Showcase
6:00 PM - 8:00 PM
Partner Networking Reception • Conference Attendees & Exhibitors

Thursday, July 23

Time
Session
7:30 AM - 2:00 PM
Registration/Badge Pickup
8:00 AM - 9:00 AM
Coffee & Breakfast Bites
9:00 AM - 11:50 AM
Concurrent Sessions
11:50 AM - 1:00 PM
Networking Lunch
1:00 PM - 1:50 PM
Concurrent Sessions
2:00 PM - 3:00 PM
Keynote Speaker • Cal Lopez, TEA Federal Compliance Officer
3:00 PM - 3:30 PM
Closing Remarks

Omar Garcia

Investment Banker BOK Financial Securities

For more than 30 years, Omar Garcia has devoted his time both in public service and in the private sector toward helping school districts navigate the complex landscape of school finance in Texas.Omar currently is an investment banker for BOK Financial Securities.

Prior to joining their company in 2011, Omar worked for the finance division at the Texas Education Agency, and later in the statewide school finance arena at the Region XIII Education Service Center.

While employed at TEA, Omar became an expert on the use of technology to audit and estimate a school district’s state aid and anticipated overall revenues, a necessary component to producing annual budgets.

This expertise led Garcia to develop one of the first widely used electronic templates to help public school personnel estimate state aid for use in school budgets.

Josh Haney

Vice President of Finance Moak Casey & Associates

In 2012, Josh embarked on his professional journey at the Texas Comptroller of Public Accounts following his graduation from the LBJ School of Public Affairs at UT Austin.

While at the Comptroller’s office, he provided forecasts of state revenues and fiscal impact analyses of proposed legislation. He also led efforts within the agency to improve its revenue tracking and reporting processes.

Josh joined Moak Casey in 2019 just as the Legislature was beginning to develop House Bill 3.  

Josh enjoys the privilege of serving school districts through this transformational period in school finance by tracking and analyzing school finance legislation and TEA rule making.

Josh holds a Master of Public Affairs and a Bachelor of Arts in English and Journalism from The University of Texas at Austin. He is affiliated with esteemed professional bodies like TASBO and TASA, and actively serves his local community as a member of the Austin ISD Campus Advisory Council.