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Continuing Education

Education Requirements

Coordinating body
County Treasurers' Association of Texas (CTAT)
Certification and Validation Committee

 

Contact
Honorable Dianna Spieker
Tom Green County Treasurer
(325) 659-6520

Dianna Spieker is the Chair of the County Treasurers' Association of Texas Certification and Validation Committee. This is an annual appointment.
 
Courses of Study that qualify:
Courses of Study must first be approved by the Certification and Validation Committee.
 
Filing for credit
Send a letter requesting continuing education approval to Dianna Spieker. Include an agenda and a letter agreement from an accredited public institution of higher education, agreeing to serve as either sponsor or cosponsor of the training. The certification and Validation Committee will decide if credit will be granted and verify the number of education hours requested.

 

Required Hours

Outside Hours (Non-CTAT Conferences)

Carry Forward Hours

County Treasurers Continuing Education Hours

20 hours annually

Maximum of 10 hours

Maximum of 10 hours

Public Funds Investment Act

10 hours in a two year period

n/a

n/a

 

Annual training hosted by CTAT:

  • Spring CTAT Conference (April): 20 hours
  • Fall CTAT Conference (September): 10-15 hours

 

The following conferences have been preapproved for up to 10 outside hours:

  • February  TAC Basics of County Investment
  • February - July TAC County Administrative Training: County Budgeting
  • June TAC Conference of the County Investment Academy
  • August TAC Legislative Conference
  • November TAC Texas Public Funds Investment Conference
  • Varies TAC Leadership 254

*A maximum of 10 hours can be earned regardless of the number of outside conferences attended.

 
Continuing education requirements
(a) A county treasurer must successfully complete an introductory course of instruction in performance of the duties of county treasure; 
    (1) within one year after the date on which the person is first elected if elected to a full term; or
    (2) at the earliest available date after appointment or election, if applicable, if appointed by the commissioners court or elected to an unexpired term of county treasurer.
(b) After completion of the first year in office, a county treasurer must successfully complete in each 12-month period at least 20 hours of continuing education in the performance of the duties of county treasurer.
(c) The introductory course required by Subsection (a) and the continuing education required by Subsection (b) must be sponsored or cosponsored by an accredited public institution of higher education.
(d) To satisfy the requirement of Subsection (b), a county treasurer may carry forward from one 12-month period to the next not more than 10 continuing education hours that the county treasurer completes in excess of the required 20 hours.

(e) for purposes of removed under Subchapter B, Chapter 87, "incompetency" in the case of a county treasurer includes the failure to complete a course in accordance with this section.
 
Legal source
Local Government Code, Sec. 83.003
 
In addition, Treasurers must meet the education requirements of the Public Funds Investment Act found in Government Code 2256.008.  You may or may not wish to add PFIA language to your web site. The Certification and Validation Committee also approves PFIA courses of study. The following is the language that governs PFIA training requirements for County Treasurers:
 
Sec. 2256.008.  INVESTMENT TRAINING; LOCAL GOVERNMENTS. (a)  Except as provided by Subsections (b) and (e), the treasurer, the chief financial officer if the treasurer is not the chief financial officer, and the investment officer of a local government shall:
 
(1)  attend at least one training session from an independent source approved by the governing body of the local government or a designated investment committee advising the investment officer as provided for in the investment policy of the local government and containing at least 10 hours of instruction relating to the treasurer's or officer's responsibilities under this subchapter within 12 months after taking office or assuming duties; and

(2)  except as provided by Subsections (b) and (e), attend an investment training session not less than once in a two-year period and receive not less than 10 hours of instruction relating to investment responsibilities under this subchapter from an independent source approved by the governing body of the local government or a designated investment committee advising the investment officer as provided for in the investment policy of the local government.
 

Open Government Training Information

Elected and appointed public officials are required by a state law to receive training in Texas open government laws. For more information on this training including free video training courses, check out The Office of the Attorney General website

 


Other Education Opportunities

County Investment Academy

TAC Leadership Program

Continuing Education Requirements Cheat Sheet

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