April 20-22, 2026
Monday - Wednesday
|
Stonewall Resort
940 Resort Drive
Roanoke, WV 26447

 

Presenters

Dr. Trish Holliday, Keynote Speaker

Founding Partner at Holliday | Kenning

Dr. Trish Holliday, EdD, SPHR, SHRM-SCP, IPMA-SCP, CPC, is one of the founding partners of the HR consulting company, Holliday│Kenning. Trish is an HR executive in the industry and provides leaders in the private and public sectors with an organizational playbook that focuses on growing leaders and driving performance. The Holliday│Kenning framework offers organizations and its leaders a Playbook with five distinct approaches (plays) that are critical for a winning workplace that attracts and retains top talent and drives cultural transformation.

Trish is a speaker and workshop facilitator at the local, national, and international level. She serves on various non-profit and academic boards and enjoys giving back to the community. As an alum of Young Leaders of Nashville, Leadership Tennessee, and Leadership Middle Tennessee, Trish has always had a passion for non-profits and is a founding board member of the non-profit organization, Impact Nashville.

As the state of Tennessee’s first Chief Learning Officer, Trish was recognized by Governing Magazine as being instrumental in the successful transformation of the state workforce. She drove change through continuous improvement, leadership development and employee learning at the macro and micro levels. Trish designed the LEAD Tennessee program to create a sustainable platform for talent retention and succession planning in government. She led strategic planning and talent development for state executives in all three branches of government.

As an award-winning leader, Trish was the cover feature in the 2019 March issue of the national Chief Learning Officer Magazine. She was named one of the 2019 Women of Influence by the Nashville Business Journal. Trish received the Warner W. Stockberger Achievement Award in honor of a lifetime of outstanding contributions toward the improvement of public human resources management by IPMA- HR. As an adjunct professor at Lipscomb University, Trevecca University, and University of Memphis, Trish teaches undergraduates to doctoral students in areas like Entrepreneurship and Innovation, Human Resources Leadership and Management, Personal Leadership Development, and Understanding Management.

Whether it is serving with IPMA-HR, Habitat for Humanity, Disability Rights of Tennessee, or Young Professionals in Government, she values paying it forward and relishes being active in the community. From her days in the Appalachian missionary field through her work in government, she has found enormous joy in helping people become their best selves and organizations to reach optimal performance.

Katie Gibson, Cash Accounting Director

Office of the State Treasurer

Katie started her career in state government in 1999 with the Division of Natural Resources, she began working for the West Virginia State Treasurer’s Office in 2014 as an accountant. She was promoted to the position of Cash Accounting supervisor in January 2018 and then to Director in 2023, one of her primary roles is working with State agencies on all their cash handling needs. She also serves as the CMIA Coordinator for the state of West Virginia.

Julie A. Hefner-Ferrell, Executive Director of Banking Services

Office of the State Treasurer

Julie Hefner-Ferrell serves as Executive Director of Banking Services for the State Treasurer’s Office of West Virginia, where she provides oversight and direction for statewide banking operations. With extensive experience in financial management, reconciliation, auditing, and process improvement, Julie has led major initiatives including system implementations, compliance programs, and disaster recovery planning. Her leadership fosters collaboration across agencies, ensuring efficiency and adherence to state and federal regulations. Julie holds degrees in Education and History and Political Science and is a Certified Public Manager.

Terry Triplett, Director of Merchant Services

Office of the State Treasurer

Terry took over the role of Director of Merchant Services in January 2017, after three years as an E-Commerce Specialist for the Treasurer’s Office. Before that, Terry was an accountant for the Treasurer’s Office. Terry has extensive knowledge of the credit card payment process and the payment card industry’s rules and regulations. He works closely with state agencies to help set up payment methods that benefit both the agency and its customers. Terry holds a Bachelor of Science in Finance and an MBA from West Virginia University.

Abigail Campbell, Executive Director of Unclaimed Property Division

Office of the State Treasurer

Bio coming soon.

Heather Beck, Cash Accounting Supervisor

Office of the State Treasurer

Heather began working in the Banking Services Division of the West Virginia State Treasurer’s office as an accountant in February 2018. She started in the banking business in 2005 working in both banks and credit unions. Heather was promoted to Cash Accounting Supervisor in November of 2023. She currently oversees six Cash Accountants and works closely with agencies on their banking needs.

Brant Gibson, Director of EFT & Financial Services

Office of the State Treasurer

Brant is an Accredited ACH Professional with more than 18 years of experience in electronic fund transfer. Prior to joining the Treasurer’s Office, he worked as ACH coordinator with the West Virginia State Auditor’s Office and as the ACH coordinator with Star USA Federal Credit Union. He is a graduate of West Virginia Wesleyan with a Bachelor of Science in Business Management.

Kim Murphy, Director of ePayments

Office of the State Auditor

Bio coming soon.

Lee Bowling, Purchasing Director

Office of the State Treasurer

Bio coming soon.

Kylee Martinez, Accountant

Office of the State Treasurer

Kylee works in the Banking Services Division of the West Virginia State Treasurer’s Office as an accountant. Kylee started her career in banking in 2015, assuming multiple positions before beginning with the State Treasurer’s Office in March of this year. At the Treasurer’s Office, she reconciles state bank accounts and works closely with the state agencies assisting them with their outside bank account needs.

Justin McAllister, Vice President of Finance and Facilities and Chief Financial Officer

West Virginia School of Osteopathic Medicine

Justin McAllister, MFA, AFI, CTBME, is a collaborator, innovator, and strategist who blends financial stewardship with a commitment to strong culture, clear communication, and sustainable change. With more than 15 years of experience across higher education and state government, he brings a practical understanding of how complex organizations operate and how to align people, processes, and resources for long-term success.

Justin currently serves as Vice President of Finance and Facilities and Chief Financial Officer at the West Virginia School of Osteopathic Medicine, focusing on transparent, strategic, and mission-driven decision making. His career includes senior leadership roles at West Virginia State University and service as Chief Financial Officer for the West Virginia Office of Technology.

He holds an Executive Master’s Degree in Forensic Accounting and a Bachelor of Science in Accounting and Business Administration, both from the University of Charleston.

Michael Buchanan, Director of Treasury Operations

Office of the State Treasurer

Bio coming soon.

Dr. Peter Shirley

West Virginia Department of Revenue

Dr. Peter Shirley serves as Deputy Secretary for the West Virginia Department of Revenue. Upon completion of his graduate studies, Pete was a Postdoctoral Research Associate at the Luxembourg Institute of Socio-Economic Research and, more recently, served as the Director of the West Virginia Legislature's Division of Regulatory and Fiscal Affairs. His work there included extensive analysis of the state budget, spending units, and various research tasks focused on public policies which utilize significant public resources.

In addition to his role as Deputy Secretary, Pete enjoys opportunities to teach throughout the Mountain State. He currently teaches econometrics courses in West Virginia University's John Chambers College of Business and Economics Master of Science in Economics program as well as in West Virginia State University's Masters of Public Administration program.

Pete holds a Bachelor's degree in Economics from West Virginia University, a Master's degree in Economics from the University of South Florida, and a Ph.D. in Economics from the University of California, Irvine.

Bryan Hoffman, Project Manager – Finance

wvOASIS

Bio coming soon.

Lindsay Ragheb, Senior Vice President and Regional Sales Manager

Truist

Bio coming soon.