Conference Check-In

2nd Floor Conference Center Foyer

Conference Welcome & Opening Remarks

Stonewall Ballroom

R.E.C.I.P.E. for Success: Set Sail to Become the Leader YOU Want to Be—Your Treasure Island Awaits!
Embark on an adventurous journey with the "R.E.C.I.P.E. for Success: Become the Leader YOU Want to Be!" presentation—a Treasure Island-inspired quest for personal and professional leadership development. In this lively session, aspiring, emerging, and established leaders are invited to hoist their sails and navigate the high seas of growth using the R.E.C.I.P.E. model as their treasure map. Each letter in R.E.C.I.P.E. marks a vital quality or strategy, like a hidden gem waiting to be discovered on your leadership island.>

Don’t miss your chance to uncover how every element of the R.E.C.I.P.E. approach can help you chart your own course, conquer storms, and unlock the treasure of authentic, impactful leadership. Through captivating tales of adventure, hands-on activities, and practical takeaways, you’ll gather the necessary tools to shape your captain’s style, overcome challenges in uncharted waters, and inspire your crew to new horizons.

Stonewall Ballroom
Presented by: Dr. Trish Holliday

Tropical Tactics for Cash Handling
Journey to the tropical islands for a fresh take on cash handling best practices. This session will blend smart strategy with tropical flair to explore practical, real-world tactics for managing cash securely and efficiently by implementing internal controls for secure financial management. From setting up daily workflows for the accurate receiving and processing of cash to navigating general cash handling procedures, this session will help you learn how small process improvements can create big waves of impact in mitigating risk and achieving agency objectives. This session will conclude with attendees having an opportunity to ask questions about how to improve their agency’s internal cash handling processes to bring a little more tropical sunshine to daily cash handling operations.

Stonewall Ballroom
Presented by: Katie Gibson

Crack Open the Coconut of Banking Contracts and Agreements
Just like a coconut, banking contracts and agreements may look tough on the outside, but inside is the substance that keeps everything running smoothly. In this session, attendees will learn the fundamentals of banking contracts and agreements and about the services provided through these relationships. Attendees will also learn how financial institutions are approved and managed. Get ready to go beyond the hard shell to ensure your unique agency specific processes requiring banking needs are fully supported and aligned with existing Banking Services contracts and agreements.

Birch Room
Presented by: Julie Hefner-Ferrell

Safe Harbors – Credit Card Handling & Services Setup
Set sail for smoother, safer credit card operations in a session that invites you to drop anchor in best practices for credit card handling and services setup, without getting caught in choppy regulatory waters and unnecessary risk. With a calm island-inspired approach you will explore how to implement secure, effective credit card processes to protect your agency and customers. Leave this session ready to navigate credit card services with confidence, clarity, and little aloha spirit.

Stonewall Ballroom
Presented by: Terry Triplett

Island Insights – Managing Unclaimed Property & Outside Bank Accounts
Welcome to the islands, where clarity replaces complexity. In this session, gather around the tiki torch to uncover practical insights for managing unclaimed property and outside bank accounts with confidence and care. Using an island-inspired lens, this session will employ strategies for staying compliant, keeping accurate records, and navigating reporting requirements for unclaimed property. This session will also explain how outside bank accounts differ from state depository accounts, how to utilize them in relation to West Virginia Code, and the process of submitting annual outside bank account information to the West Virginia State Treasurer’s Office.

Birch Room
Presented by: Abigail Campbell and Kylee Martinez

Tropical Sunset Reception

Stonewall Ballroom

DINNER ON YOUR OWN

Breakfast at Stillwater's Restaurant

Paradise Lost - Lessons from Treasury Island
Picture this: two wide-eyed tourists land on Treasury Island, ready for cocktails, selfies, and zero responsibilities. What they didn’t plan for? A scam so slick it made their sunscreen look cheap. In this laugh-out-loud session, we’ll unpack their misadventure—because nothing says “vacation memories” like losing your wallet and dignity in one fell swoop. Through their story, we’ll explore:

• The art of the hustle: How scammers turn charm into cash
• Red flags you’ll miss when distracted by palm trees and piña coladas
• Practical tips to keep your next trip scam-free (and your bank account intact)

Join us for an eye-opening discussion that blends storytelling with actionable takeaways. You’ll leave entertained, informed, and maybe a little paranoid about “too-good-to-be-true” deals.

Stonewall Ballroom
Presented by: Banking Services Staff

Surf's Up - Riding ACH PayCard Processing Waves
Get ready to trade your briefcase for a board and catch the next big wave in payments. This session will dive into the fast-moving currents of ACH and PayCard processing to learn how to ride the swell of innovation—balancing speed, compliance, and customer experience—without wiping out. From navigating regulatory reefs to harnessing new opportunities in payroll, disbursements, and financial inclusion, you will learn how to stay steady on the board as the tide continues to rise.

Stonewall Ballroom
Presented by: Brant Gibson, and Kim Murphy

Palm Trees and Purchasing
Gather under the palm trees for an informative session on state purchasing procedures. This session will focus on agency responsibilities related to the purchasing and procurement of contracts for banking services. Attendees will also gain clarity on common questions and challenges frequently addressed by the West Virginia State Treasurer’s Office from other agencies regarding purchasing and procurement.

Birch Room
Presented by: Lee Bowling

Safe Harbors - Credit Card Handling & Services Setup
Set sail for smoother, safer credit card operations in a session that invites you to drop anchor in best practices for credit card handling and services setup, without getting caught in choppy regulatory waters and unnecessary risk. With a calm island-inspired approach you will explore how to implement secure, effective credit card processes to protect your agency and customers. Leave this session ready to navigate credit card services with confidence, clarity, and little aloha spirit.

Stonewall Ballroom
Presented by: Terry Triplett

Island Insights – Managing Unclaimed Property & Outside Bank Accounts
Welcome to the islands, where clarity replaces complexity. In this session, gather around the tiki torch to uncover practical insights for managing unclaimed property and outside bank accounts with confidence and care. Using an island-inspired lens, this session will employ strategies for staying compliant, keeping accurate records, and navigating reporting requirements for unclaimed property. This session will also explain how outside bank accounts differ from state depository accounts, how to utilize them in relation to West Virginia Code, and the process of submitting annual outside bank account information to the West Virginia State Treasurer’s Office.

Birch Room
Presented by: Abagail Campbell and Kylee Martinez

Lunch at Stillwater's Restaurant

The Culture Compass: Steering Teams Through Change with Clear Communication
Set your compass for clear skies and calm waters in this session focusing on the role of communication in shaping organizational culture and supporting effective change management. This session will discuss practical approaches leaders can use to align people, processes, and priorities, particularly in complex or evolving environments. In addition, this session will cover how intentional communication contributes to clarity, trust, and collaboration within teams, and how these elements strengthen an organization’s ability to navigate change even when the waters get choppy.

Stonewall Ballroom
Presented by: Justin McAllister

Whispering Winds of wvOASIS Documents
Let the island breeze guide you into this informative session designed to bring clarity and calm to the full functionality that exists in wvOASIS. Just like the gentle trade winds of the islands, wvOASIS documents carry critical information across your agency. In this session, attendees will gain insight into accessing and leveraging wvOASIS applications to support operational efficiency and confidence. Answers to frequently asked questions will also be presented as well as instructions on how to resolve common pitfalls.

Stonewall Ballroom
Presented by: Heather Beck

Lockbox and EFT Processing at the Blue Lagoon
Set against the waters of the Blue Lagoon, this session dives into how Lockbox and EFT services work together to keep payments flowing smoothly for processing, reconciliation, and exception handling. This session also highlights how automation and coordination help reduce risk, improve accuracy, and accelerate funds availability. Join us for a refreshing discussion on how creating seamless payment operations can benefit your agency.

Birch Room
Presented by: Michael Buchanan, and Brant Gibson

Tropical Tactics for Cash Handling
Journey to the tropical islands for a fresh take on cash handling best practices. This session will blend smart strategy with tropical flair to explore practical, real-world tactics for managing cash securely and efficiently by implementing internal controls for secure financial management. From setting up daily workflows for the accurate receiving and processing of cash to navigating general cash handling procedures, this session will help you learn how small process improvements can create big waves of impact in mitigating risk and achieving agency objectives. This session will conclude with attendees having an opportunity to ask questions about how to improve their agency’s internal cash handling processes to bring a little more tropical sunshine to daily cash handling operations.

Stonewall Ballroom
Presented by: Katie Gibson

Crack Open the Coconut of Banking Contracts and Agreements
Just like a coconut, banking contracts and agreements may look tough on the outside, but inside is the substance that keeps everything running smoothly. In this session, attendees will learn the fundamentals of banking contracts and agreements and about the services provided through these relationships. Attendees will also learn how financial institutions are approved and managed. Get ready to go beyond the hard shell to ensure your unique agency specific processes requiring banking needs are fully supported and aligned with existing Banking Services contracts and agreements.

Birch Room
Presented by: Julie Hefner-Ferrell

Treasury Island Luau Reception

Stonewall Ballroom

DINNER ON YOUR OWN

Breakfast at Stillwater's Restaurant

Paradise Perspectives - 2026 Economic Update
Pull up a chair and take in the view during this session to better understand the forces shaping West Virginia’s economy in 2026. Understanding economic trends can assist agencies in planning for what’s next. This update connects the big-picture perspective to practical considerations for strategy and planning.

Stonewall Ballroom
Presented by: Dr. Peter Shirley

The Next Wave - wvOASIS Upgrade
Get ready to paddle out and catch the next wave of the wvOASIS upgrade! Just like the ocean’s next big swell, the upcoming wvOASIS upgrade is set to reshape workflows, enhance functionality, and open new opportunities for efficiency. In this session, we’ll break down what’s changing, what’s staying the same, and how your agency can prepare to ride the wave with confidence. From key enhancements to timing and impact, this session will provide a clear view of what lies ahead without wiping out.

Stonewall Ballroom
Presented by: Bryan Hoffman

Aloha Fraud Prevention - Protecting Your Finances
Just as a strong reef protects the shoreline, smart fraud prevention strategies safeguard your institution and customers from hidden threats. In this session, attendees will learn about current fraud trends impacting state government and gain practical approaches to spotting red flags, strengthening controls, and responding quickly when fraud is detected. This session will equip you with essential protection strategies and skills to say Aloha to fraud prevention and keep your finances safe.

Stonewall Ballroom
Presented by: Lindsay Ragheb

Thank you for joining us!