2024 Conference Speakers & Presentations
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2024 TAPPA Annual Educational Conference Speakers & Presentations

April 7 - 9, 2024 | Embassy Suites by Hilton San Marcos Hotel Conference Center, 1001 E McCarty Ln, San Marcos, Texas 78666

Developing Tomorrow Talent, Bridging the Gap

Keynote Speaker

Red Shoes Living | Humanizing Business
Lonnie Mayne - Red Shoes Living

Lonnie Mayne is an author and internationally recognized leadership authority, and award- winning keynote speaker who is in high demand. Lonnie is the Founder and CEO of Red Shoes Living, Inc. Red Shoes Living is a philosophy and framework that gets applied to leadership, culture, customer experience and to how one individually lives their life.

Lonnie is the author of the acclaimed book, Red Shoes Living - Stand Out for The Positive in How You Work and How You Live. A deeply meaningful philosophy that inspires us to live our best life and do our best work. It’s a way of humanizing business and igniting human potential. It reminds us to stand out in our own way in literally everything we do. When we get it right, we create experiences that stand out, like a pair of red shoes.

Lonnie is a former technology and turnaround executive who has spent thirty years building leadership teams to deliver Red Shoes Experiences, both inside teams, and getting the very best out of people using the Red Shoes Living framework. Lonnie has worked with best-in-class companies who believe in standing out for the positive, including Microsoft, Nike, McDonald’s, Bose, Chicago Mercantile Exchange, Make-A-Wish, Transamerica, Saks Fifth Avenue, Spartan, Talkdesk and many more.

Lonnie has presented at the Palace of Westminster in London, many professional stadiums around the world, and works with top-level CEOs and high-performing leadership teams of all kinds. He has also worked with Olympians, professional athletes, politicians, business executives, military leaders, fortune 100 executives, entrepreneurs, and founders of some of the most progressive companies of our time.

Abstract

Humanizing Business through the philosophy, framework and mindset of Red Shoes Living.

General Session Speakers

Lessons Learned from University Chief Financial Officers- A Panel Discussion with Three Campus Leaders
Eric Algoe - Executive Vice President of Operations and Chief Financial Officer, Texas State University

Eric Algoe serves as the Executive Vice President for Operations and Chief Financial Officer at Texas State University since 2015 where he oversees all of the financial, physical, safety, and human resources. He currently serves as President of the Texas Association of State Senior College and University Business Officers. Mr. Algoe formerly served as Associate Vice President for Finance and Administration at Florida State University and as Vice President for Finance and Administration at Ohio Wesleyan University. His career has focused on public service and mission-driven non-profits, including fifteen-years of service as a military intelligence and civil affairs officer in the United States Army and Army Reserve. Mr. Algoe holds a master’s degree in business administration from Franklin University, and a bachelor’s degree from The Ohio State University.

Bob Brown - Former Senior Vice President of Finance and Administration, University of North Texas; Former Vice President of Administration and Business at Texas A&M – Commerce, Interim Chief Financial Officer at The University of New Hampshire and Past President of TASSCUBO.

Bob Brown is currently the Interim CFO at the University of New Hampshire. He is the retired Senior Vice President for Finance and Administration at the University of North Texas, served UNT for seven years, leading its finance and administrative operations. He was responsible for ensuring that UNT is a good steward and provides a safe, secure, and technology rich environment for its campus community. A licensed CPA, he is an UNT alumnus and has more than 35 years of experience as the chief business officer in various higher education institutions. Prior to joining UNT, he served as Vice President for Business and Administration at Texas A&M-Commerce for eight years and previously served at Dallas County Community College District, North Harris Montgomery Community College District (now Loan Star College) in Houston and Central Piedmont Community College in Charlotte, North Carolina. In 2019, Bob received the prestigious Distinguished Business Officer Award from the National Association of College and University Business Officials. He has previously received recognition as the Nation’s Outstanding Business Officer by the Community College Business Officers Association and has been recognized by the Southern Association of College and University Business Officers as a Distinguished Business Officer. He now serves as Past President of the Texas Association of State Senior College and University Business Officers. Education: • M.B.A., UNT • B.B.A., UNT • He completed the College Business Management Institute at the University of Kentucky and the Governor’s Executive Development Program at the University of Texas at Austin

Gary Huff, CPA - Chief Financial Officer, St. Edward's University

Gary currently serves as the Chief Financial Officer at St. Edward's University in Austin, Texas. Prior to his time at St. Edward's, Gary served in a variety of financial leadership roles at Bennington College, Philander Smith College, and Virginia Commonwealth University. While at VCU, he spend 5 years at the university's branch campus in Doha, Qatar. Gary is currently pursuing a Doctor of Business Administration degree at Drexel University. His research is focused on the current merger wave in higher education and identifying operational and financial indicators as predictors of merger..

Abstract

Three university finance officers will share their lessons learned and experiences in leading facilities organizations and navigating the challenges of university operations. From recommendations on executive communications to staffing strategies to ensuring your facilities organization is in alignment with university leadership’s goals, this session will benefit everyone from technical staff to chief facilities officers to business partners.

Learning Objectives
  1. Understand the value of aligning the facilities team with campus leadership
  2. Learn key tips for effective communication with senior leaders
  3. Value the changing environment that universities face and importance of continuous education and organizational growth in achieving success
Chad Crocker’s Leadership Lessons Learned, Bridging the Gap!
Sean Childers - Associate Vice President for Operations, Texas Tech University

Sean serves as the Associate Vice President for Operations within Texas Tech University. Within this role he provides oversight and leadership for the departments of: Facilities Maintenance, Grounds, Transportation and Parking, Planning and Design, Construction, Utilities, Capital Projects and Administration, Planning and Administration, Services and the Employee Success Center. Sean’s leadership focuses on operational and uninterrupted support of the campus in the areas of education, research and community.

Sean has been with the university for over 30 years while serving in the current role since 2014. He received both his Bachelor of Business and Master of Agriculture degrees from Texas Tech University and is a firm supporter of education, not only within the university but the workplace. He currently serves on multiple boards and committees within the university, state and nationally.

Chad Crocker - Assistant Vice President for Facility Services, Baylor Univerisity

Chad Crocker serves as the Assistant Vice President for Facilities Services at Baylor University. He has over 30 years of facilities experience; with over 27 of those years spent supporting higher education. For the past 20 years he has served in facilities leadership roles at the University of North Texas, Texas Wesleyan University, Texas Woman’s University, Eastern Michigan University, Lone Star College, and Tarrant County College.

Chad has a Master of Business Administration in Administrative Management from the University of North Texas, Bachelor's degree in Criminal Justice Administration from Park University in Parkville, MO, Associate’s in Liberal Arts from the University of North Dakota Lake Region, ND, and an Associate in Applied Science in Mechanical Electrical Technology from the Community College of the Air Force. He is currently serving as the President of the Texas Association of Physical Plant Administrators (TAPPA) and is a past President for the Dallas Fort Worth Association of Physical Plant Administrators (DFWAPPA).

Terry Pritchett - Senior Vice President of Facilities, Texas State Technical College

Terry Pritchett is a distinguished leader with a multifaceted career journey spanning over three decades. Beginning as a cavalry scout in the United States Army until 1992, Terry's military service instilled in them invaluable skills of discipline, adaptability, and strategic thinking.

Transitioning to civilian life, Terry entered the realm of facilities management in 1995, starting as a custodian. Their journey exemplifies a remarkable ascent through the ranks, fueled by unwavering dedication and a relentless pursuit of excellence.

Armed with a Bachelor's degree in Management and Ethics earned in 1997, Terry laid the foundation for his ethical and principled approach to leadership. Further academic pursuits led to the attainment of a Master's degree in Management in 2008, enhancing his strategic acumen and leadership capabilities.

In July 2020, Terry assumed the role of Senior Executive Director of Physical Plant, soon to fill the role of Senior Vice President of Statewide Facilities for Texas State Technical College (TSTC) in 2023, where his visionary leadership has been instrumental in driving operational efficiency and strategic advancement.

Throughout their tenure at TSTC, Terry has been recognized for their innovative solutions and commitment to sustainability, shaping the institution's facilities management division into a beacon of excellence.

Shorty Schwartz - CM II, Texas State University, Round Rock Campus

Shorty Schwartz is currently serving as a CM II at Texas State University, Round Rock Campus. He has over 15 years of facilities experience. For the past 12 years he has served in facilities leadership roles at Southwestern University and Texas State University, with a short stint as a PM at The University of Texas.

Shorty has a Bachelors in Geography from Southwest Texas State (SWT) with a minor in Business Administration. He also has a Master Electrician’s license. He is currently serving as the Past-President of the Texas Association of Physical Plant Administrators (TAPPA) having been a member and on the Board since 2017.

Abstract

Chad Crocker’s Leadership Lessons Learned, Bridging the Gap! is an open discussion of facilities professionals focused on sharing knowledge gained from experience. During this session individuals will have the opportunity to discuss what works and take back solutions to challenges that they may be facing at their campus and in their careers related to leadership skills, training and development, and opportunities for growth. Join us for this tabletop discussion and learn for the success of your peers.

Breakout Session Speakers

Celebrating a Century: Texas Tech Centennial & Celebrating a Century: Texas Tech Centennial and Maintenance First Approach to Site Design
Jacob Galles - President, Edgeland

Jacob brings national and international experience in landscape architecture. His work ranges from landscape architecture in the public and private sector to urban design and planning multi-family residential.

Lance Rampy - Associate Managing Director, Texas Tech University

Speaker Bio Coming Soon.

Jack Simmons - Lead Landscape Designer, Yellowstone Landscape

Jack is the head landscape designer who oversees and manages commercial and residential properties around the country.

Abstract - Download Presentation

In the realm of landscape management, the traditional focus has often been on aesthetic and design elements, with maintenance considerations following suit. However, this presentation proposes a paradigm shift towards a 'Maintenance First Approach' in landscape design and management. This approach prioritizes maintenance and sustainability from the outset, leading to more cost-effective, environmentally friendly, and manageable landscapes. The benefits of this approach, alongside the challenges it poses, are discussed, drawing on real-world case studies to illustrate its practical application. The presentation will also offer actionable strategies for landscape professionals and enthusiasts alike to integrate this approach into their practices. Concluding with a look at the future implications of this paradigm, the presentation aims to reshape the conversation around landscape design towards a more sustainable and maintenance-focused perspective.

Learning Objectives
  1. Designing landscapes from a maintenance teams perspective
  2. Common issues with landscape designs
  3. Understanding approaches for decreasing the cost of maintenance
  4. Path forward for designers working with maintenance teams to develop successful projects
Avoiding the Pitfalls & Complications of Material Selections
Joaquin Abrego, RID, NCIDQ, LEED ID+C - Principal, PBK

Joaquin has vast knowledge of design, specification, bidding, and the furniture processes. His current focus is helping clients understand the impact finishes have on the performance and well-being of individuals.

Jackson Bailey - Project Manager, Bartlett Cocke General Contractors

Jackson Bailey graduated from Texas A&M University with a degree in Construction Science. Since then, he’s worked for Bartlett Cocke General Contractors on a variety of projects including K-12, Industrial and Higher Education. He takes great pride in the work he produces and enjoys networking and cultivating relationships with others in the construction industry.

Jessica Brehm, AIA, LEED AP - Principal, PBK

Jessica has managed projects of all sizes and complexities with a common foundation: client engagement and service. She has the ability to transform architectural elements into compelling spaces.

Ashley Valka - Construction Project Manager IV, Office of facilities, Planning, & Construction

As a project manager IV, Ashley’s primary responsibilities include coordination of all the daily oversight & deliveries on highly complex & diverse projects for the Texas A&M University System.

Abstract

Whether designing for hospitality, healthcare, multi-family, or educational design, it is crucial to make conscious and appropriate finish selection on projects. The materials selected will dictate the appearance, quality, maintenance, but more importantly the longevity and durability of the building. Important factors to consider are cost, sustainability, durability, lead time, climate, maintenance, performance, and appropriateness for the project.

Learning Objectives
  1. Ease of maintenance, durability, performance, lead times.
  2. Commonly asked questions from users regarding product applications.
  3. TAMU/ FPC guidelines on materials/ finishes.
  4. TEEX specific requirements and lessons learned.
  5. Material testing and warranties.
  6. Material appropriateness for the project, site, location.
  7. Positive impacts of inviting facility members to be part of project design.
Triumphs & Challenges of a Boiler Retube
Jared Smith - Assistant Director Operations & Instrumentation, Texas Tech University

Jared, Utilities Assistant Director, is a seasoned professional with nearly two decades of experience in the utilities and facilities management industry. Starting his journey as a temporary worker, Jared demonstrated unwavering dedication and a strong work ethic, which propelled him to progressively assume higher roles within the industry. With a keen eye for detail and a passion for excellence, Jared honed his skills in various aspects of utilities management, including maintenance, operations, and project management. Throughout his career, he has garnered extensive knowledge of regulatory compliance, energy efficiency initiatives, and sustainability practices, contributing significantly to the success of his organizations. Jared's remarkable journey from a temporary worker to his current role as Assistant Director exemplifies his commitment to professional growth and his ability to thrive in dynamic environments. His leadership, coupled with his hands-on experience and strategic vision, continues to drive innovation and excellence in utilities management, ensuring optimal performance and reliability across diverse utility systems. In his current role, Jared leverages his expertise to lead cross-functional teams, implement best practices, and foster a culture of continuous improvement. His relentless pursuit of excellence and his dedication to serving his community make him a respected leader in the utilities and facilities management sector.

Andy Villarreal - Senior Inspector, CEFP, Texas Tech University

Andy Villarreal, Utilities Senior Inspector and Project Manager, brings over two decades of dedicated service and expertise to the utilities industry. Starting as a Utilities trainee twenty years ago, Andy’s journey exemplifies perseverance, dedication, and a passion for excellence in utility management. With a foundation built on hands-on experience and a commitment to continuous learning, Andy quickly progressed through various roles within the utilities sector. His comprehensive understanding of utility systems, coupled with his meticulous attention to detail, has earned him a reputation for delivering high-quality results and ensuring compliance with industry standards and regulations. Throughout his career, Andy has successfully managed a diverse portfolio of projects, ranging from infrastructure upgrades and maintenance initiatives to sustainability programs and regulatory compliance efforts. His strong leadership skills, coupled with his ability to foster collaborative relationships with stakeholders, have been instrumental in driving successful outcomes and exceeding project objectives. As a Utilities Senior Inspector, Andy leverages his extensive experience and technical expertise to lead inspection teams, oversee project lifecycles, and implement innovative solutions to address complex challenges in utility management. His unwavering dedication to excellence and his commitment to serving his community make him a respected leader in the utilities industry. Andy’s journey from a Utilities trainee to his current position and most recent accomplishment in obtaining his Certified Educational Facilities Professional (CEFP) is a testament to his determination and perseverance, inspiring others to pursue their goals and make a lasting impact in their respective fields.

Donald Watley - Lead (Dual) Plant Operator, Texas Tech University

Donald Watley, Utilities Dual Plant Lead Operator, a seasoned professional with over 8 1/2 years of dedicated service in the utilities sector. Notably, Donald holds the distinction of being the first direct hire as a veteran in the department, embodying a strong sense of discipline, teamwork, and leadership. Starting his journey in Utilities, Donald's military background brought a unique perspective to his role, contributing to the efficiency and precision that define his work. Over the years, he has displayed a keen understanding of utility systems, ensuring the seamless operation of dual plants and optimizing energy production. As the Dual Plant Lead Operator, Donald plays a pivotal role in overseeing day-to-day operations, implementing maintenance protocols, and managing a talented team of operators. His commitment to excellence and his ability to navigate complex operational challenges make him an invaluable asset to the Utilities department. Donald's career trajectory reflects not only his technical prowess but also his dedication to creating a positive and inclusive work environment. His achievements stand as a testament to the valuable contributions veterans bring to the utilities field, paving the way for future hires and exemplifying the qualities of a true leader in the industry. Donald's journey from a military veteran to Utilities Dual Plant Lead Operator showcases his commitment to service, leadership, and ongoing excellence in the utilities sector.

Abstract - Download Presentation

Boilers are designed with long lifetimes in mind. After 53 years of service, a decision was made to retube Texas Tech University’s 1967 model, 200,000 pph, Henry Vogt Superheated IWT Steam Boiler, Superheater and Stack Economizer per ASME Boiler & Pressure Vessel and Power Piping Code.

Due to many factors, a retube was favorable to replacement and allowed the department to reuse some components while renewing others and avoiding unnecessary disposal of an otherwise functional boiler.

This five-million-dollar project was managed in-house by the Operations Division Engineering Services department partnered with the Utilities department Central Heating and Cooling Plant staff and completed in 2022.

This presentation will cover general refurbishment issues, including both successes and challenges encountered along the way.

Learning Objectives
  1. Understanding Boiler Lifecycle Management: Learn about the factors involved in determining the lifecycle of boilers, including design considerations, maintenance practices, and decision-making processes for refurbishment or replacement. Project Management in Boiler Refurbishment: Explore the project management principles and practices involved in planning, executing, and completing a large-scale boiler refurbishment project.
  2. Understand the roles and responsibilities of different departments and stakeholders involved in managing such projects. Analyzing Refurbishment Successes and Challenges: 3. Analyze the successes and challenges encountered during the refurbishment of the Texas Tech University boiler.
  3. Identify key factors contributing to project success, lessons learned, and strategies for overcoming obstacles in similar refurbishment projects.
What They Didn’t Teach You About Public Procurement – Lessons Learned from Both Sides of the Contracting Process
Glen Haubold - APPA | CAPPA | TAPPA Emeritus, GHaubold Consulting

Glen Haubold, APPA Fellow, and APPA | CAPPA | RMA | TAPPA emeritus, retired in 2019 as the chief facilities officer of the NMSU System after a 45-year career in facilities that included service at TCU, TWU and UNT. Glen now does consulting through his own firm, GHaubold Consulting and his partnership, FM Excel. He teaches the APPA Supervisor’s Toolkit, edits reports for APPA Advisors, and co-chairs the team that is updating the APPA Body of Knowledge. He is a TAPPA past president.

David Reynolds, PE, CEFP, F.SAME - Senior Director of Business Development, Farnsworth Group Inc.

Dave Reynolds, PE, CEFP, F.SAME is the Senior Director of Business Development for Farnsworth Group, a 550-person, nationwide engineering and architecture firm. He is the Past President of TAPPA and retired Associate Vice President of Facilities at the University of North Texas. Prior to his time at UNT, Dave served 30 years in the United States Air Force including assignments as a Commander of Civil Engineer and Mission Support Groups both in the United States and overseas.

Carrie Stoeckert - Senior Construction Contract Coordinator, University of North Texas System

Carrie Stockert, CTCM/CTCD, is a Senior Construction Contract Coordinator for the University of North Texas System with over 19 years experience in state contracting/purchasing processes and procedures. During the 19 years of state contracting/purchasing she has managed bids and contracts. Prior to her time at UNT, Carrie was a Paralegal for 10 years.

Abstract - Download Presentation

Finally! A session for business partners and facility managers to jointly discuss purchasing processes! Join two former Senior Facility Officers turned vendors and a university procurement officer as they discuss the nuances of public procurement from both a legal requirements and a lessons learned view. We’ll discuss how Texas moved from "low bid" to the reverse auction to the RFPs and RFQs that gave rise to Joint Powers rules, which led to to cooperative purchasing. Do you want to attract HUB submissions or apply to be a HUB, and why does Texas do this differently anyway? What are the most effective and timely ways to structure the pre-attendance meeting, the RFPs, and the RFQs? What lessons learned are out there from both contractual parties perspectives? How are cooperative awards bid and what are the alternatives? Can you name the Magic 9 professions who are exempt from price and thus RFPs? Ethical considerations and relationships that may not be obvious will also be discussed.

  1. Learn about common errors in RFPs and RFQ process that both owners and business partners create and deal with
  2. Hear about the different public procurement alternatives with a focus on the "why"
  3. Examine emerging issues in public procurement, including ethics in purchasing
  4. Discuss how to take advantage of the different and varied cooperative purchasing agreements (institutions) or get listed (business partner
Renovations and Relocations; The Real R & R of Space Management and Campus Alignment
Rich Cartwright - Senior Associate Managing Director, Texas Tech University Operations Division

Rich Cartwright serves as the Senior Associate Managing Director within the Operations Division at Texas Tech University. Since joining the institution in 2012, he has assumed responsibility for overseeing Facilities Maintenance. With a distinguished career in higher education, Rich brings expertise in negotiation, budgeting, contracting, operations management, and coaching, with a strong focus on delivering exceptional customer service. He holds a Bachelor of Applied Science (BAS) in Business Administration and Management from Wayland Baptist University.

Emily Spaulding - Assistant Managing Director, Texas Tech University Operations Division

Emily serves as the Assistant Managing Director of Planning & Administration with the TTU Operations Division as well as Instructor in the TTU Department of Design. She earned her Bachelor of Interior Design and Master of Science in Environmental Design from Texas Tech University and is a firm supporter of higher education; Emily enjoys sharing realistic workplace experiences with her students who are pursing degrees in Interior Design. She serves as a facilitator for various committees that focus on space-use on the Texas Tech University campuses and provides design options that efficiently maximize and support the ever-changing climate of higher education interior needs.

Abstract - Download Presentation

How a collaborative approach between a Facilities Maintenance team and a Space/Resource Management team strengthened during the planning and implementation of a functional alignment between 3 academic departments in a 105,000 GSF building. This case study highlights accomplishments that supported a larger campus space-use goal and identifies advancement opportunities for future similar projects. We will discuss successes including the relocation of a large academic department across campus, the navigation of unforeseen roadblocks and their impacts, and how our partnership supported a building interior refresh during the alignment project.

Learning Objectives
  1. Collaborative practices/processes that can foster a more wholistic project approach,
  2. Navigating unforeseen roadblocks,
  3. Relocation tips and tricks, and ways to promote and support campus alignment and space management.
Implementing Change: Texas Tech Custodial (OS1) Journey in Cleaning
Eric Crouch - Senior Managing Director - Capital Projects and Administration, Texas Tech University

Speaker Bio Coming Soon.

James Peel - Associate Managing Director, Texas Tech University

Associate Managing Director of Services, Oversee Custodial Services, Fuel, Central Warehouse, MailTech, CopyMail, Previously worked in hospitality for Hilton.

Luke Sanders - Account Manager, Planning Services, Gordian

Luke is a seasoned account manager with a deep understanding of facilities management in the higher education sector. His extensive experience with prominent Texas institutions has positioned him as a trusted advisor in facilities benchmarking and condition assessments. Luke excels in leveraging Gordian's robust technology and comprehensive expertise to help clients effectively manage their building lifecycle, from strategic planning to asset optimization. His insight is instrumental in guiding institutions through the complexities of maintaining and enhancing educational environments.

Abstract - Download Presentation

Overview of our journey from zone cleaning to team cleaning. How our budget has changed, how our staffing patterns have changed, what new ideas we have implemented. Before & After presentation of our custodial rooms, addition of our training room, central laundry, and check-out center.

Learning Objectives
  1. Understanding what the first steps are to turning around a large department.
  2. Benchmarking from the beginning. Comparing year after year changes, and what things to look at.
  3. Collaboration with other universities/entities on the same program. Hosting events/trainings, becoming the hub of education for the program.
  4. Setting future goals and pushing everything forward.
IGNITE-ing the Future of Campus Sustainability
Debra Jones - Senior Energy Solutions Specialist, Schneider Electric

As an experienced Certified Energy Manager and Sustainable Development Professional, Debra Jones enables her clients to reach their goals through tailored, sustainability solutions.

Trevor Liddle - Senior Director, Campus Safety & Planning, Texas A&M International University

With over 20 years of campus management experience, I want to share with other higher education adminstrators how a private-public partnership spearheaded a campus-wide sustainability initative and culture at Texas A&M University International.

Abstract

Schneider Electric and TAMIU has prioritized educating students on environmental awareness and conservation. The most impactful way has been through the implementation of the Conserve My Planet IGNITE. This program is designed to ultimately affect their everyday lives including their on-campus life as well as in their communities. By incorporating energy education into the curriculum and on-campus activities, students and staff learn how everyday activity can save energy and how upgrades and changes to facilities, even small changes, can significantly impact efficiency returns. Our program approach utilizes current trends and expertise from leaders in the sustainability industry and brings it home in a way that provides real-life solutions in a scalable format. In doing so, we demonstrate that resource stewardship and immersive educational opportunities, propel the career advancement of young professionals and their ability to cultivate sustainable solutions. By equipping our student communities with the tools to minimize their energy use, the Conserve My Planet IGNITE behavioral program puts university campus communities in the driver’s seat, empowering them to understand how they can make changes today that will help everyone tomorrow. Through a strategic partnership, we’ve implemented projects that challenge students in energy efficiency and sustainability subjects, support skill development, and build awareness of environmental issues.

Learning Objectives
  1. To provide leaders with the tools to save finite resources
  2. Innovative funding solutions
  3. The foundation to create an energy conservation movement with students leading the change.
Mentoring Tomorrows Talent through our Project Management Integrated Internship Program
Neely Shirey - Facilities Planner, University of North Texas

Neely Shirey is a current Facilities Planner and Internship Supervisor for Facilities Campus Planning Department. She has over 15 years’ experience working in higher education for the University of North Texas She holds a BA in Interior Design from UNT. Starting as an intern with UNT FPDC she worked her way up to manage the internship program hiring, training, and retaining talented students. She supports the Interior Design Program with in the college by participating in critiques and mentoring opportunities.

Cheryl Smith - Facilities Planner, University of North Texas

Cheryl Smith is an alumna of UNT College of Interior Design, a Registered Interior Designer and Facilities Planner with the University of North Texas. She has worked as a Project Manager with UNT for 13 years in the Facilities Planning, Design and Construction Project Department. She started as a student design assistant and worked her way up to Facilities Planner within that time. She volunteers her time mentoring students in the Interior Design program by being on a panel for project critiques throughout the year as well as participates in the IIDA Texas Oklahoma Chapter Shift Student Conference Annually doing portfolio reviews for students.

Abstract - Download Presentation

Our goal of growing professionals requires key support from our talented staff of Project Managers helping our students gain experience and strengthen their professional development skills beyond the classroom. UNT Facilities Planning, Design, and Construction integrates our internship program into our Campus Planning project processes through strategically integrated roles that provide a valuable experience that is personal, educational, and intentional. We are committed to treating our interns like regular full-time employees and part of our team. Our presentation will cover how we integrate our students into our project processes, how we have developed student specific resources, and mentoring our young professionals through the mountains and valleys of project management.

Learning Objectives
  1. How we integrate our students into our project processes
  2. How we have developed student specific resources
  3. Mentoring our young professionals through the mountains and valleys of project management
Marek-Smith Center for Teacher Preparation
Emilee Keith, RID, NCIDQ, IIDA - Principal, Interior Designer, PBK Architects, Inc.

With 16 years of experience, Emilee is the National Interior Design Leader for PBK. Her extensive knowledge of design and furniture are key when working through programming, budget management, specifications, and construction document phases. Her passion is helping clients have a better understand of the impact furniture has on student’s performance and well-being within the built environment.

Kris Ward, Dr. - Professor, College of Education; Director of Special Programs, Director of Research, The University of Mary Hardin-Baylor

Dr. Kris Ward is the founder and director of the UMHB Marek-Smith Center for Teacher Preparation in which pre-service teachers engage with children with disabilities on campus prior to student teaching. UMHB is the only known university offering a lab in which undergraduate education majors work with children with disabilities on campus in preparation for a teaching career. Dr. Ward has been in education for 27 years as a classroom teacher, ESC12 Autism and Low Incidence Disabilities Specialist, and Professor.

Cliff Whittingstal, AIA, LEED AP BD+C - Partner and Director of Higher Education, PBK Architects, Inc.

Cliff has practiced master planning, programming and architectural design services for the education market for more than 25 years. He excels at managing education projects of varying complexity and scale. His expertise and extensive experience includes research laboratories, libraries, academic classroom buildings, student unions, residential complexes, dining facilities, wellness buildings, and athletic complexes for projects ranging from under $500,000 to more than $130,000,000 in construction cost. Cliff’s professional portfolio also reflects extensive first-hand experience and knowledge of sustainable and high performance design techniques and commissioning practices to achieve various levels of LEED certification.

Abstract - Download Presentation

A project designed to meet the needs of undergraduate education majors, children with disabilities and community members. The Marek-Smith Center for Teacher Preparation offers a space for children with disabilities to come to campus and work with an undergraduate education major on identified academic, social, communication, and behavior goals. Each room in the building was designed for a specific purpose in addressing academic, sensory and language needs. This building bridges the gap between what is taught in the college classroom and the actual lived experience of teaching children with a range of disabilities.

Learning Objectives
  1. Project Description
  2. Programmed spaces
  3. Community Focus
  4. Specific program interaction and discussion from the faculty’s perspective.
  5. Specific lessons learned from the designer/ architect perspective.
  6. Furniture, Fixtures and Equipment utilized to enhance purpose and program.
  7. Solutions to the programming and construction lessons learned.
Effective Communication Skills
Ralph Ramirez - Housekeeping General Foreman, Alamo Colleges

Ralph Ramirez has over 30 years experience as an operations manager, trainer, and consultant, and is a frequent guest speaker at many local and national training events and conferences on the topics of Leadership and Management, Workforce Training, and Communication Skills.

Ramirez is a Certified Corporate Trainer, Certified Continuing Education Instructor, Certified in Leadership and Management and Certified Human Resources Generalist.

Abstract - Download Presentation

The Effective Communication Skills Program is a fun and exciting way to learn how to communicate more effectively! Through lecture, classroom booklet, and media slide this 45-minute session will strengthen existing communication skills and build new ones by better understanding the communication roles of sender and receiver, recognizing what is effective communication, identifying obstacles to communication, understanding communication transactional analysis, and learning conflict resolution skills.

This training is ideal for all types of workforce training including: customer service, retail, restaurant, hotel/motel, education, healthcare, public sector, private industry, and is applicable for both entry-level employees and professionals or anyone who is seeking to improve their communication skills.

Learning Objectives
  1. What is communication.
  2. Types of communication.
  3. Obstacles to communication.
  4. Effective vs. ineffective communication.
Utility Master Planning Case Study - The University of Texas at Dallas
Steven Heilbrun - Director, Pacheco Koch

Mr. Heilbrun serves as a Director at Pacheco Koch, which provides civil engineering and land surveying services to both public and private sector clients.

Kevin McDowell - Senior Project Mgr. for Engineering, Construction and Planning, The University of Texas at Dallas

Mr. McDowell is a Senior Project Manager for Engineering, Construction, and Planning at the University of Texas at Dallas. He has been employed at UT-D since 2009.

Mark Mikulin - Principal, EEA Consulting Engineers

Mark Mikulin has been employed at EEA Consulting Engineers since 2006 and is the firm’s Principal for EEA’s Higher. Mr. Mikulin has a Bachelor’s of Science Degree in Mechanical Engineering from Texas A&M University – College Station (2005), is a licensed professional engineer in the States of Texas and New Mexico.

Abstract - Download Presentation

In the early 2020's, the University of Texas at Dallas was poised for significant growth in both enrollment and campus facilities. Realizing that many of the campus's utility systems would be stressed by this growth, facilities leadership commissioned a team to provide a comprehensive utility master plan to address capacity, distribution, and condition challenges. The study began with a major subsurface utility engineering and GIS effort. Civil, thermal, electrical, and technology utilities were then all studied and recommendations were developed to ensure stability of these systems into the future, and in alignment with the existing campus master plan. The session will cover facilities leadership's primary goals and process of securing the plan, the study team's process and major findings, and lessons learned along the way.

Learning Objectives
  1. To inform the audience on the purpose, process, and outcomes of the comprehensive utility master plan.
Life Safety Devices are Impacted by Landline Technology Phaseout; What’s Your Plan?
James Bowers - Solutions Engineer, Kings III Emergency Communications

James has worked with Kings III for over 17 years and has been specifically focused on elevator emergency communication systems for over five. Recently his focus has shifted, and he has taken the lead in overseeing the installation of all ASME 2019 and IBC 2018/2021 compliant systems.

Abstract - Download Presentation

The transformation of communication technologies has created a significant impact on how we interact with each other. Especially in the commercial space, the telecommunication industry now has new contenders. In this regard, transitioning from Plain Old Telephone Service (POTS) to these newer options, can present some challenges. In this session, we will examine the shifts occurring n the telecom industry and explore existing options. Our discussion will dive into managing risk and liability that maintenance and managers must consider when contemplating a telephony adjustment in their prospective facilities.

Learning Objectives
  1. Understand the key updates and revisions introduced in the ASME A17.1-2019 Elevator Code, including changes in safety standards, design requirements, and compliance procedures.
  2. Demonstrate a detailed understanding technology disruptors impacting building operations.
  3. Gain insights into the practical implications of the ASME A17.1-2019 Elevator Code for building owners, and maintenance personnel, with a focus on ensuring compliance and enhancing safety.
  4. Gain a greater understanding of how these can impact your emergency action plan.
Advanced Air Mobility Test Center
Guy Decker - Senior Principal, Walter P Moore

Guy Decker began his structural engineering career with Walter P Moore's Dallas office in 2006 and has been an integral part of the firm since - now serving as Senior Project Manager. He has designed major higher education, healthcare, and sports facilities and has a variety of project experience. He values innovation and teamwork and enjoys creating impressive structures that serve a community need.

Guy Decker - Senior Principal, Walter P Moore

Guy Decker began his structural engineering career with Walter P Moore's Dallas office in 2006 and has been an integral part of the firm since - now serving as Senior Project Manager. He has designed major higher education, healthcare, and sports facilities and has a variety of project experience. He values innovation and teamwork and enjoys creating impressive structures that serve a community need.

Thanh Kim Nguyen - Sr. Facilities Planning Manager, University of North Texas

I'm a registered architect, CEFP, AIA member. I have over 30 years of commercial architecture experience with the last 20 years with Travis County and Higher-Ed.

Abstract - Download Presentation

The facility needed in support of current and anticipated sponsored research in unmanned air systems (UAS) and ground autonomous vehicles (GAV). The contained facility will allow researchers to conduct field tests in all-weather conditions with full compliance of FAA regulations. The facility will also enable testing and analysis of UAV physical robustness and safety criteria including impact with hard ground, collision with other vehicles, and effects of very high speed maneuvers on flight dynamics and controls. which are not addressed in existing research. The facility could be used by faculty from multiple departments/colleges. It will also benefit faculty from geography for research in remote sensing and geospatial information study.

Learning Objectives
  1. To inform and share experiences with building a drone testing facility on a green site
AHU Retrofits vs. Replacement: Fan Array, Coil, and Control Renovations
Mark Mikulin - Principal, EEA Consulting Engineers

Mark Mikulin has been employed at EEA Consulting Engineers since 2006 and is the firm’s Principal for EEA’s Higher. Mr. Mikulin has a Bachelor’s of Science Degree in Mechanical Engineering from Texas A&M University – College Station (2005), is a licensed professional engineer in the States of Texas and New Mexico.

Robbie Stoddard - Construction Manager Facilities Operations, Texas State University

Mr. Stoddard is currently Construction Manager for Facilities Operations at Texas State University. He has 20 years construction industry experience, 10 years in commercial & industrial and 10 years in higher education & facilities project management. Most of those 10 years were in the MEP/Operations sector. Mr. Stoddard is a 2003 graduate of Texas State University, Construction Science.

Ryan Williams - Project Executive, Texas AirSystems

Ryan Williams joined Texas AirSystems in 2010. Prior joining Texas AirSystems, Ryan worked in System Sales for Johnson Controls specializing in applied equipment and controls sales for 3 years and as a MEP consultant for the first 3 years out of college at Estes, McClure and Associates.

Ryan holds a Bachelor of Science degree in Mechanical Engineering from Louisiana Tech University. He is a member of ASHRAE and an alumni member of the Young Men’s Business League of Austin where he held multiple leadership positions.

Abstract - Download Presentation

Central air handling units serve a key role in many campus facilities. AHUs provide cooling, heating, humidity control, and maintain indoor air quality through filtration and ventilation air. However, as these units age energy efficiency and performance decrease which result in negative impacts on facility operation and occupant comfort. Full replacement of air handling units at or beyond the end of their useful life is sometimes necessary but typically costly and invasive. This presentation presents a thoroughly tested alternative to full unit replacement: measures such as rehabilitating unit cabinets, retrofitting single-belt driven fans to direct-drive arrays, replacing aging coils and filtration, and retrofitting with new direct digital controls. This method can greatly improve the useful life and efficiency of existing AHUs at a fraction of the downtime and cost. A case study of an HVAC Renovation Program at Texas State University in San Marcos will detail how this method was used and lessons learned from over 50 AHU replacements on campus ranging from 3,000 CFM to 330,000 CFM.

Learning Objectives
  1. To examine an alternative to full AHU replacement, including use of fan array technology for improved equipment reliability.
University of Houston: The Road Map Used for APPA Excellence
Jennifer D. Rea - Executive Director, Facilities Partnerships and Engagement, University of Houston Facilities/Construction Management

Jennifer D. Rea works at the University of Houston in the Facilities/

Construction Management department and enjoys building futures and maintaining excellence. She has been with UH for eight years and enjoys the growth opportunities that she has been able to pursue throughout her experience. She is currently the Executive Director for Facilities Partnerships and Engagement.

Jennifer has a bachelor’s from University of Houston-Clear Lake and her master’s from the University of Lynchburg in Virginia. Receiving her Project Management Professional (PMP) certification in December 2020 was probably the most exciting milestone in her educational pursuits.

She has an array of previous experiences which has given her a unique background, but always in a non-profit setting. This includes teaching in Galena Park School District and being the business administrator for a large church in the Houston Museum District for over a decade.

The one thing that has been constant throughout her career is her love of a smiling face. 😊

Abstract - Download Presentation

Did you hear that the University of Houston received the 2023 APPA Excellence Award for Facilities Management? Are you wondering what steps were taken to reach that amazing milestone?

Wonder no more!

During this time together we will go through the steps taken by the University of Houston Facilities/Construction Management department to apply for the APPA Excellence Award for Facilities Management.

This type of endeavor is not something that is developed over night but is definitely achievable using the excellence standards that are already being put into place at your educational facilities.

Learning Objectives
  1. Understand the process UH used when applying for the APPA Excellence Award
Practical Sustainability: A Holistic Look at the Synergy Between Asset Management, Deferred Maintenance, and Energy Savings
Glen Haubold - APPA | CAPPA | TAPPA Emeritus, GHaubold Consulting

Glen Haubold, APPA Fellow, and APPA | CAPPA | RMA | TAPPA emeritus, retired in 2019 as the chief facilities officer of the NMSU System after a 45-year career in facilities that included service at TCU, TWU and UNT. Glen now does consulting through his own firm, GHaubold Consulting and his partnership, FM Excel. He teaches the APPA Supervisor’s Toolkit, edits reports for APPA Advisors, and co-chairs the team that is updating the APPA Body of Knowledge. He is a TAPPA past president.

Billy McCord - Sr. Business Development Manager, Ameresco, Inc.

Billy McCord has been working in the physical plant, facilities, and energy solutions space for twenty-four years. Mr. McCord has been with Ameresco since 2013 and assists clients in identifying, developing, and implementing energy efficiency, infrastructure, and power generation projects that meet their unique financial, technical, legal, and administrative objectives. These projects are designed to modernize and enhance building systems, reduce deferred maintenance backlogs, reduce energy and water consumption, and provide resiliency by generating on-site energy from traditional or renewable sources. The projects that Mr. McCord has successfully worked on with his clients at Ameresco have given him experience in sourcing applicable incentives and customizing financial strategies for the turnkey development and implementation of these critical solutions.

Tim Murphy - TAMU System Energy Program Manager, Texas A&M University

Tim Murphy provides leadership and organization for the TAMUS Energy Management Program for all Texas A&M University System campuses and Texas A&M Health Campuses outside the Main Campus in College Station. The program encompasses over 25 million square feet and over $36 million in annual energy costs. Prior to joining Texas A&M, Tim worked in the Oil and Gas Industry in both Drilling and Completion, utilizing automation controls to increase efficiency, reduce waste, and reduce cost. Before his career in Oil & Gas, Tim was employed as an ESCO Performance Assurance Consultant on ESPC projects across the Southeastern US.

Abstract - Download Presentation

Whether focused on rising utility costs or sustainability goals, most agree that reducing utilities consumption is a worthwhile and meaningful pursuit. In addition to energy conservation, the development of distributed energy solutions address resiliency concerns, provide a positive environmental impact, and are of growing importance to today’s students. Can higher education institutions get the energy infrastructure upgrades they need now and stabilize ongoing utility costs? Also, how does this impact asset management and the approach to deferred maintenance? In response to these questions, Ameresco, GHaubold Consulting, and Texas A&M will provide multiple examples of such initiatives, including highlights of projects with multiple universities.

Learning Objectives
  1. Leveraging Energy Efficiency
  2. Available Incentives for Reducing Deferred Maintenance
  3. Improving Operations and Sustainability

Industry Showcase Speakers

Sustainability - Back to the Basics in Buildings
Greg Walterscheid - Vice President, Assistant Service Line Director Facilities Consulting, Terracon Consultants, Inc.

Greg has over thirty years in the consulting industry largely focused on buildings including asbestos, lead paint, industrial hygiene along with building system[performance on all systems from curb to rooftop. He is focused on asset management with goal of service life extension, and performance optimization maximizing return on owners investment. Native Texas from Muenster Texas he appreciates the the opportunities we have in a can-do environment. Higher expectations and greater results!

Abstract - Download Presentation

The global sustainability movement has come to cover a very wide spectrum of initiatives over its evolution. From its early stages of topics such as aluminum can recycling to fuel economy it now includes high level carbon reduction efforts and renewable energy, developing into their own micro-economic engines. Highly marketable initiatives that grab headlines, attention and resources. Looking back to the basic concept of sustainability, there is a vast under-utilized area that for building owners could be an area of re-engagement – their buildings and the various systems and components that operate within. Not only are there numerous sustainable decisions made during the design process but for the life of the building there are consistent actions that can greatly enhance sustainability. Looking at millions of buildings this potential contribution is considerable. What is required? Like many initiatives, you need a plan. Knowing what you own through a sustainability assessment, its condition and the forecast of sustainable actions will increase service life, reducing repairs and replacements while delivering higher returns on those capital investments. Afterall, one of the multiple definitions for sustainability reads, “capability of a system to endure and maintain itself”. Tremendous opportunities to positively impact the planet, people and profitability exist within the millions of buildings already in existence. Its not the topic of attention-grabbing headlines, but it is very real.

Learning Objectives
  1. Recognize that there are considerable opportunities for sustainability in your existing building portfolio; Identify sustainable goals related to extended service life, cost avoidance, and sustainable performance; Identify your strategy for capital/expense planning that will dovetail into your sustainability program; Recognize that building operations can be a Sustainability contributor.
Procurement And Advantages Of Prefabricated Central Plants
Aaron Bartek, P.E. LEED AP - Senior Account Manager, HTS Texas

Aaron is an engineering and sales professional with over 23 years of experience in the HVAC industry. A proven technical, sales and project manager, Aaron specializes in design build and replacement projects, and working directly with owners and engineers to identify project requirements. His expertise spans from providing services starting in the concept, design, construction phases, to maintenance of the finial product. Presently serving as a System Sales Representative for Heat Transfer Solutions (HTS). HTS is the largest North Americans independent HVAC equipment supplier of highly diversified products to meet today’s high performance and unique application requirements.

Abstract - Download Presentation

How to optimize the design, build, and procurement process of a new central or satellite plants for a campus utilizing prefabricated central plants. These prefab central plants can be the optimized solution to add chilled water, hot water, steam, power, or data center capacity to your campus. The benefit of this specialized equipment is that they have increased safety standards, shorter design, build, and procurement time, while also being more resistant to trade labor shortages. We will also share how these can be procured through buying cooperatives such as BuyBoard, UT Supply Chain Alliance, etc.

Learning Objectives
  1. Procurement using buying cooperatives
  2. Identifying projects for prefabricated central plants
  3. Advantages of prefabricated central plants for large institutions
  4. Advantages of working with HTS
Technology – Bridging the Gap to a Sustainable Future
Ryan Sheard - Sales Executive, Sustainable Solutions, Mantis Innovation

Ryan has been developing energy efficiency and decarbonization projects in the education space for over 10 years. He has specialized in helping clients find alternative ways to fund needed facility projects. As someone who is passionate about the trades, he believes that today’s emerging technology can bridge the gap to the younger generations.

Abstract - Download Presentation

In today's rapidly evolving built environment, facility directors face a myriad of challenges—from managing budgets to meeting sustainability goals—all while contending with labor shortages and escalating systems’ complexity. However, amidst these challenges, technology emerges as a promising solution to address these challenges. By utilizing available technologies effectively, organizations can mitigate talent shortages, ease staff burdens, optimize budgets, and advance energy and sustainability objectives.

However, with a multitude of technology options and systems to navigate, it can be difficult to identify the right fit and solution for the specific needs and challenges at your campus. This educational session will delve into the various technologies available, while also providing valuable, actionable insights on crafting a tailored roadmap for technology integration across your campus.

Keeping the Outside Out and the Inside In - Managing the Building Enclosure Product Demonstration
Blaine Sibby - Vice President of Sales & Estimating, Zenith Roofing & Waterproofing

Ryan has been developing energy efficiency and decarbonization projects in the education space for over 10 years. He has specialized in helping clients find alternative ways to fund needed facility projects. As someone who is passionate about the trades, he believes that today’s emerging technology can bridge the gap to the younger generations.

Abstract

Blaine Sibby, MBA is the Vice President Sales & Estimating at Zenith Roofing & Waterproofing in Fort Worth, TX.

His experience includes:

  • USMC Armor Officer, OEF Veteran
  • Project management
  • Estimating and Sales.
  • Blaine is published by the International Institute of Building Enclosure Consultants (IIBEC), technical journal interface.
  • IIBEC North Texas Chapter, Board of Directors (Current)
  • National Roofing Contractors Association’s (NRCA) , Kellogg School of Management, FEI – 11 (Future Executives Institute)

He currently resides in Fort Worth, TX with his wife Allison and their son Stratton and daughter Scarlett.

Learning Objectives

Continuity is the critical element to achieve success when managing any asset. To attain Continual Asset Optimization, continuity must be applied to the Three Ps:

  1. Principles are the set of truths that apply to the subject being managed. There must be Continuity in the understanding and application of the principles to consistently achieve the desired results.
  2. Processes is the set of activities that apply to the subject being managed. There must be continuity in the communication and coordination of the process to consistently achieve the desired results.
  3. Properties is the set of components that apply to the subject being managed. There must be continuity in addressing and maintaining the components of the project together as a whole to consistently achieve the desired results.