SPEAKER
BIOS
JESSE ANCIRA, JR.
Director, partner Relations & Tax Counsel
Sales/Use Tax Division
As Director,
Partner Relations & Tax Counsel, Jesse partners with law firms;
professional associations at the state, regional and national level;
as well as other entities and organizations to provide increased opportunities
for DMA to serve its clients. He also actively explores opportunities
to represent clients and partners in the legislative process, affording
them an opportunity to impact pending legislative changes in the area
of tax policy and administration. Additionally, Jesse provides legal
expertise on tax and a wide range of other issues arising during the
provision of services to clients. He is involved with DMA’s administrative
filings, negotiations with taxing authorities, and the administrative
hearing process. Jesse also assists the DMA team in monitoring administrative,
legislative and judicial developments. This ensures DMA and its clients
are well aware of current interpretative decisions and legislation
and what these decisions and legislation mean to clients’ future tax
compliance and tax planning.
Experience
Jesse joined DMA after nearly 20 years of experience in Texas state
government and the Texas legislative process. Eight of those years
include service with the Texas Comptroller of Public Accounts, including
service as Associate Deputy Comptroller, General Counsel, Director
of Tax Administration and Legislative Director. In these positions,
Jesse advised the Comptroller, Deputy Comptroller and executive staff
on fiscal policy, legal, tax administration, legislative and operations
issues. Jesse also served as delegate for the Comptroller and Deputy
Comptroller on various advisory boards and committees and, as needed,
represented the Comptroller in speaking engagements and meetings with
local and state officials. He also managed the Criminal Investigations
Division, a team of over 20 licensed peace officers that conducted
investigations of tax evasion and tax fraud, and served as Ethics
Advisor for the agency. Additionally, Jesse has extensive experience
with the Texas legislative process having served as committee counsel
for a legislative committee and as a legislative aide for a Texas
Senate office. Throughout his tenure with the State Comptroller of
Public Accounts, Jesse was also involved in advising legislators and
legislative staff on tax policy, tax administration and fiscal policy
issues. He is also a former Special Agent with the Federal Bureau
of Investigation where he conducted investigations of individuals
involved in drug trafficking activities.
Education/Credentials
Jesse received his Bachelor of Business Administration in Accounting
from Southwest Texas State University in San Marcos, Texas and his
Juris Doctor from the University of Texas School of Law in Austin,
Texas. He also received mediation and dispute resolution training
as a member of the 2004 Fellows Class sponsored by the Center for
Public Policy Dispute Resolution at the University of Texas School
of Law. Jesse currently serves as Vice Chair of the Literacy Council
of Williamson County and also serves on the East Williamson County
Higher Education Center Advisory Committee.
Chakib
Chehadi
Chakib
Chehadi, 50, has more than 10 years of experience in workforce development.
Chehadi joined Alamo WorkSource in 2000 as Director of Operations,
and also has served as Director of Operations and Planning, Deputy
Executive Director and Deputy Executive Director/EOO.
Chehadi
began serving as Interim Executive Director after the departure of
Executive Director Alan Miller for a similar position with WorkSource
Austin.
He
graduated from Lewis and Clark College’s Northwestern School of Law
with a doctorate in law in 1997 and from The University of Texas at
Austin with a bachelor’s degree in government and a minor in business
administration in 1992. He worked full-time while in college and
law school.
Gera
Foster
Assistant Vice President of Business Lending
Broadway Bank.
Gera Foster is the Assistant Vice President of Business Lending with
Broadway Bank. She is responsible for all Small Business loans up
to $250,000 and assists with Broadway Bank’s SBA lending. Prior to
Broadway Bank, Ms. Foster was the Director of Lending with the Community
Development Loan Fund, a non-profit alternative lender for small business.
She was also a Business Advisor for UTSA’s Small Business Development
Center and Minority Business Enterprise Center. In the 90’s Ms. Foster
owned a successful small manufacturers representative business that
specialized in sales to the government. She holds a BBA and an MBA
from The University of the Incarnate Word.
Will
Newton
Executive Director
National Federation of Independent
Business/Texas
Will Newton
brings more than 20 years of government and business association experience
to NFIB/Texas, the state's most influential small-business organization.
He recently
served as the legislative liaison for the Texas Comptroller's Office,
where he represented that office on matters involving government efficiency,
fiscal management and tax policy. He served previously for four years
as the director of Governmental and Member Relations for the Texas
Restaurant Association, where he was responsible for the group's public
affairs activities, policy formulation, issue advocacy, fundraising
and membership development. He has also worked in the Texas House
of Representatives, the Texas Senate and as a clerk for various committees.
Will earned
a bachelor's degree in Political Science from St. Edwards University.
He and
his wife, Jennifer, have two children, Chap and Ava Rose.
David
E. Marquez,
Executive Director of Economic Development
David
Marquez serves as the Executive Director of Economic Development for
Bexar County. In this position, he directs the County’s efforts to
develop and improve the local economy. This is achieved through domestic
and international business development programs, the Tax Phase-In
Incentive program, and various other initiatives. Mr. Marquez most
often works as a team member with the other economic development agencies
around the community.
Since
2000, Mr. Marquez has also been the County’s manager for the negotiation,
construction and on-going operations of the AT&T Center, home
to the NBA Champion San Antonio Spurs, and to the annual San Antonio
Livestock Show and Rodeo. The project also includes several other
planning and development components for the area in and immediately
surrounding the Arena site.
Mr.
Marquez managed the County’s preparations for the Year 2000. David
began with the County as a Lead Budget and Management Analyst, and
led several performance review projects designed for quality and productivity
improvement. Since 1999, Mr. Marquez has served as a professor for
the University of theIncarnate Word teaching business courses in management,
strategic planning and analysis.
Prior
to his County employment, Mr. Marquez worked at the San Antonio Air
Logistics Center, beginning in 1986 as a machine tool operator apprentice.
Moving from the blue-collar shops into project duties, he served as
a project leader for several total quality improvement and strategic
planning efforts. Concurrently, he served as local area network manager.
David
resides in his native San Antonio with his wife Patricia and their
two children, Selena and Elliott. He holds a Bachelors degree in Applied
Arts and Sciences from Southwest Texas State University (1996), as
well as a Masters degree in Urban Administration from Trinity University
(1998). David plays the guitar and is a vocalist in the praise
and worship team for Calvary Chapel of San Antonio.
TIMOTHY
MASHBURN
General Tax Counsel
Sales/Use Tax Division
As General
Tax Counsel, Tim provides legal expertise on tax and a wide range
of other issues arising during the provision of services to clients.
Tim is directly involved with DMA’s administrative filings and negotiations
with taxing authorities, the administrative hearing process and, where
necessary, court proceedings. In addition to these important functions,
Tim is responsible for monitoring administrative, legislative and
judicial developments. This ensures DMA and its clients are well aware
not only of current interpretative decisions and legislation, but
also what these decisions and legislation mean to the clients’ future
tax compliance and tax planning.
Experience
Tim joined DMA after 26 years of private administrative law practice
in Austin, Texas, and five years of public service with the Comptroller
of Public Accounts for the State of Texas, including three years of
service as General Counsel. As General Counsel, Tim supervised all
of the legal affairs of the Office of the Comptroller of Public Accounts
and was involved in all high level agency and tax policy decisions.
Tim supervised 37 lawyers and their support staff while serving as
General Counsel. Prior to serving in that capacity, he served as an
Administrative Law Judge, hearing and deciding contested tax cases
and Property Value Study cases. Tim has extensive experience in the
administrative and court review processes relating to both sales/use
and property taxes. He has first-hand knowledge of the agency decision-making
process at the highest level.
Education
/ Credential
Tim graduated with honors from the University of Texas at Austin in
1971 and from the University of Texas School of Law with honors in
1973. He holds a Bachelor of Business Administration degree as well
as a Juris Doctor degree. He is a member of the State Bar of Texas
and is licensed to practice before all Texas Courts as well as the
United States District Court for the Western District of Texas; the
United States District Court for the Southern District of Texas, Houston
Division; and the Fifth and District of Columbia Circuit Court of
Appeals.
Keith
R. Phillips
Senior Economist and Policy Advisor
San Antonio Branch
San Antonio, Texas
Keith
R. Phillips joined the Federal Reserve Bank of Dallas in January 1984.
In 1996, he was transferred to the San Antonio Branch to improve the
regional economic coverage of the Dallas office and to better serve
the needs of the South Texas community. His areas of concentration
include regional economics and economic forecasting.
Phillips
developed business-cycle indexes for Texas and metro areas throughout
the state, which he uses to analyze business conditions in those regions.
He is a contributing member of the Western Blue Chip Economic Forecasting
Group, where he has been the most accurate Texas forecaster for seven
out of the past 11 years. His research and analysis have been covered
by CNN, The News Hour with Jim Lehrer, USA Today, Business Week, The
Wall Street Journal, The New York Times and media throughout Texas.
Phillips
teaches various economics and statistics courses at Trinity, St. Mary’s
and Incarnate Word universities. He obtained his Ph.D. in economics
from Southern Methodist University and holds a B.A. and M.A. in economics
and a bachelor of journalism degree in news/editorial from the University
of Missouri at Columbia.
Louis
Monsour
Louis
Monsour is the President & CEO of Prosperity Society utilizing
a method called the Make It and Keep It wealth services system. Mr.
Monsour has 11 years of experience in asset protection, legal tax
reduction, corporate credit and finance, real estate and stock investments,
and overall business consulting. Mr. Monsour strives at educating
the entrepreneur and current business owner in the areas of asset
protection, legal tax savings and establishing proper corporate credit;
and taking on business ventures which include real estate, stocks
and options, international trade, and the entertainment industry.
Mr.
Monsour worked for 4 years at the second largest law firm in the United
States, O’Melveny & Myers, as a paralegal. While attending law
school, he worked at Universal Feature Legal Department, Studios USA
Television, DreamWorks Business Affairs, Disney’s International Acquisition
and Distribution and Universal Television.
Mr.
Monsour has a Bachelor of Science degree in Business Communication,
Finance and Real Estate from the University of Southern California.
Although Mr. Monsour is a law school graduate he does not practice
law. Mr. Monsour enjoys consulting and has clients from various industries
and sizes, such as entertainment, real estate investors, contractors,
and hi-tech companies.
In
addition to running the business and his many involvements with various
industries, Mr. Monsour was a professor at Westwood College in California
where he taught Business Ethics, Criminal Law, and Criminal Procedure,
among others.
Robert
McKinley
As
Associate Vice President for Economic Development for The University
of Texas at San Antonio (UTSA), Robert McKinley directs the Institute
for Economic Development (IED), in fulfillment of the university’s
public service mission. UTSA is the second largest and the fastest
growing campus of the 15-component UT System with 28,400 enrollment,
and over $50 million in sponsored research.
Since
joining UTSA in 1990, he has guided the IED’s steady growth to currently
provide 29,500 businesses annually with consulting, training and research
services. IED’s principal programs extend UTSA’s presence through
10 offices spanning 79 counties along the South-West Texas Border.
The IED team includes 150 staff, routinely involving 25-30 students
engaged in service-learning roles, and faculty collaboration for specialized
research requirements. Highlighting results from FY2007, IED
client engagements led to the creation of 3,928 new jobs, started
472 new businesses, expanded another 470, increased sales by
$748.7 million, and attracted $175.5 million in new growth capital.
These outcomes were accomplished via 6,576 business engagements delivering
62,563 hours of consulting and technical assistance, over 1,000 business
workshops attended by 19,000 entrepreneurs, and 3,870 business research
tasks completed.
Prior
to joining UTSA, Robert developed and managed the Control Data Business
and Technology Center in San Antonio, a for-profit business incubator,
served as Executive Director of the Forth Worth Hispanic Chamber of
Commerce, and as Community Organizer with La Misión de Amistad in
Tizimín, Yucatan. Education includes a B.S. in Community Development
from The Pennsylvania State University, and Masters in Public Administration
from UTSA.
CHARLIE
D. MOKE
Director of Business Services
Alamo WorkSource
Over
ten years of experience with the workforce development arena in San
Antonio, Charlie has held positions both with the board and contractors
giving him a well-rounded perspective on the rapidly changing world
of workforce development.
Professional
Experience
Director
of Business Services Alamo Work Source, San Antonio, Texas
Business Services Manager Alamo Work Source, San Antonio, Texas
Business Outreach Coordinator, Alamo Workforce Development, Inc.,
San Antonio, Texas
Community Services Coordinator, Welfare and Workforce Services, Lockheed
Martin IMS, San Antonio, Texas
Job Developer, Lockheed Martin IMS, San Antonio, Texas
Quality Assurance Monitor & Customer Service, Alamo Workforce
Development, Inc., San Antonio, Texas
Education
BA
Business with a concentration in Marketing from Our Lady of the Lake
University, San Antonio, Texas
Graduate of the North San Antonio Chamber of Commerce Leadership Lab
2002
Certified Workforce Development Professional, National Association
of Workforce Development Professionals, Washington D.C.
Graduate of the Account Executive Training, Texas Workforce Advocates,
San Antonio, Texas.
Community
Involvement
National
Association of Workforce Development Professionals, Member
City of San Antonio Empowerment Zone, Board Member
Mexican American Unity Council, Board Member
Child Guidance Center, Board Member
Graduate Leadership Lab North San Antonio Chamber of Commerce
NICON (North Interstate 10 Corridor Neighborhood Association)
Woodridge Village Home Owner’s Association, Board Member
Grandview Home Owner’s Association, Board Member
Ed
Somers
Economic Development Manger
South Texas Business Fund
Mr.
Ed Somers has been Economic Development Manager of the South Texas
Business Fund (STBF) for six years. STBF was established in 1978
to support small business growth and development through outreach,
financing programs, technical assistance, education, and by building
community collaboratives in San Antonio and South Texas. STBF is
the small business development and financing division for the City
of San Antonio’s Economic Development Department.
Mr.
Somers brings 29 years of banking and financial background to STBF.
Served Eight years as a bank regulator with the FDIC
Assistant Vice President with First Commercial Bank of Seguin
Vice President of Commercial Lending and Real Estate lending at First
National Bank of South Texas
SBA lender with Wells Fargo Bank
Senior Commercial Loan Officer with Bank One in Dallas.
A native of Kent, Ohio, Mr. Somers attended Kent State University
majoring in Computer Science and Finance.
Jeffrey
D. Katz
Mr.
Katz presently serves as Director of Finance and Lending for the Community
Development Loan Fund, a non-profit that provides financing for small
businesses, primarily women and minority-owned, in and around San
Antonio, TX . He has over 20 years small business lending experience
for several regional and commercial banks and finance companies, including
Frost National Bank, Wachovia, Heller Financial and Union Bank. He
has extensive underwriting, financial analysis, business development
and sales management experience with an emphasis on SBA and other
credit enhancement programs.
Mr.
Katz has led SBA lending teams in San Antonio, TX and San Francisco,
CA to #1 loan volume status in both markets. He is a Board Member
of JOVEN, a San Antonio based non-profit that provides child and
family services, since 2005. Mr. Katz served as the inaugural Chairman
of the Austin Highway Redevelopment Committee. Mr. Katz has previously
served on the loan committee of the Bay Area Small Business Development
Corp., a community loan fund for small businesses similar to CDLF.
He
has also mentored several middle school students. Mr. Katz received
his Bachelor of Arts from the University of California at Los Angeles.
