Tuesday, April 26

10 a.m. - 12:30 p.m. - Conference Check-In

Conference Check-In

2nd Floor Conference Center Foyer

12:30 p.m. - 12:45 p.m. - Opening Remarks

Opening Remarks

Treasurer Riley Moore

Stonewall Ballroom

12:45 p.m. - 1:45 p.m. - Pack your binoculars for a closer look at crime in state procurement

Pack your binoculars for a closer look at crime in state procurement
Sometimes one criminal action can lead to a journey of bad choices. When this occurs in public procurement, the public trust quickly becomes compromised. In this presentation, we will explore why and how criminal acts occur in public procurement, as well as who prosecutes them. We will also visit real life examples of such criminal activity, as well as consider and discuss situational "What if" scenarios.

Stonewall Ballroom
Presented by: Jimmy Meadows

2:00 p.m. - 2:50 p.m. - See what's on the horizon with the Office of Technology

*This session is repeated Wednesday at 1:00 p.m.

See what's on the horizon with the Office of Technology
You may just see a beautiful sunrise when you look towards the horizon with the Office of Technology. During this session, presenters will give a summary of Project Sunrise, the Google migration project. You’ll be briefed on the project status, benefits, impact, and next steps. The Business Impact Assessment (BIA) process will be outlined to explain how agencies can request help with finding ways to adapt their business practices to work with the Google applications. The CIO Review process will be explained to outline how to request WVOT approval for major IT initiatives. Last, but not least, contact information will be provided for the different sections in WVOT so attendees know where to get technology assistance and who to contact.

Stonewall Ballroom
Presented by: Office of Technology Staff

2:00 p.m. - 2:50 p.m. - Surviving the migration of merchant services processing

*This session is repeated Wednesday at 1:00 p.m.

Surviving the migration of merchant services processing
Surviving a migration isn’t just for wildlife. Although we have completed our merchant services migration, survival is still ongoing. Attendees in this session will have the opportunity to discuss the current merchant services contract and solutions as well as learn more about online E-Gov (ecommerce) processing. If your agency is looking to migrate towards utilizing the Treasurer’s Office E-Gov services or looking to add payment options for your agency, this is the session for you.

Birch Room
Presented by: Terry Triplett

3:05 p.m. - 3:55 p.m. - Pack your bags for a cash management voyage

*This session is repeated Wednesday at 9:35 a.m.

Pack your bags for a cash management voyage
Learn the consequences of going into the jungle unprepared. Cash Management staff will provide the tools you need to pack your backpack for better daily processing. Learn and ask questions during this interactive session on topics such as investment, ACH processing and proper document entry which will enable a smooth voyage.

Stonewall Ballroom
Presented by: Diane HolcombBrant GibsonJulie Hefner-FerrellMichael Buchanan, and  Rachel Jones

3:05 p.m. - 3:55 p.m. - Clearing through the brush: A ride through the payment and technology innovation wilderness

*This session is repeated Wednesday at 9:35 a.m.

Clearing through the brush: A ride through the payment and technology innovation wilderness
For millions of years, climates around the world have changed and living creatures in these environments have adapted for survival. In the world of today, the technology climate around us changes by the second. But what are these recent technical advancements and how do they impact how we interact with technology in the world today? Join Clint Cady, from W. Capra Consulting Group, for a safari adventure exploring the new and innovative technologies impacting the payment industry. The adventure will include sites (topics) such as machine-learning, bio-metric authentication, frictionless checkout, and others in this guided tour.

Birch Room
Presented by: Clint Cady

5:00 p.m. - 6:00 p.m. - Sunset Safari Reception

Sunset Safari Reception

Maple Patio

In the event of inclement weather, the reception will be moved to the Stonewall Ballroom


DINNER ON YOUR OWN


Wednesday, April 27

7:00 a.m. - 8:15 a.m. - Breakfast at Stillwater's Restaurant

Breakfast at Stillwater's Restaurant

8:30 a.m. - 9:20 a.m. - Don't be a lamb…invest like a lion

Don't be a lamb…invest like a lion
Listen for the call of the lion! This session will discuss the West Virginia Board of Treasury Investments (BTI) and its role in safely investing the short-term investments of the State. Join special guest speaker, Thomas Cameron, in a conversation about UBS Global Asset Management’s partnership with the BTI. He will touch on the hot topic of investment of stimulus funds, the current market and interest rate expectations. This all-inclusive discussion will enable state spending units and agencies gain an understanding of how state moneys are invested.

Stonewall Ballroom
Presented by: Tom CameronKara HughesMisty Price

9:35 a.m. - 10:25 a.m. - Pack your bags for a cash management voyage

Pack your bags for a cash management voyage
Learn the consequences of going into the jungle unprepared. Cash Management staff will provide the tools you need to pack your backpack for better daily processing. Learn and ask questions during this interactive session on topics such as investment, ACH processing and proper document entry which will enable a smooth voyage.

Stonewall Ballroom
Presented by: Diane HolcombBrant GibsonJulie Hefner-FerrellMichael Buchanan, and  Rachel Jones

9:35 a.m. - 10:25 a.m. - Clearing through the brush: A ride through the payment and technology innovation wilderness

Clearing through the brush: A ride through the payment and technology innovation wilderness
For millions of years, climates around the world have changed and living creatures in these environments have adapted for survival. In the world of today, the technology climate around us changes by the second. But what are these recent technical advancements and how do they impact how we interact with technology in the world today? Join Clint Cady, from W. Capra Consulting Group, for a safari adventure exploring the new and innovative technologies impacting the payment industry. The adventure will include sites (topics) such as machine-learning, bio-metric authentication, frictionless checkout, and others in this guided tour.

Birch Room
Presented by: Clint Cady

10:40 a.m. - 11:30 a.m. - Navigating the jungle of ethics

*This session is repeated today at 2:05 p.m.

Navigating the jungle of ethics
Following the path of least resistance may leave you lost in the jungle. Knowing the ins and outs of the Ethics and Open Meetings Act may prevent your journey from going astray. Hang on as we delve into topics like employment restrictions, confidential information, private gain, meeting violations and more.

Stonewall Ballroom
Presented by: Kim Weber

10:40 a.m. - 11:30 a.m. - Like the rhino, the pandemic effect on the payment world couldn't be stopped

*This session is repeated today at 2:05 p.m.

Like the rhino, the pandemic effect on the payment world couldn't be stopped
The pandemic disrupted the operations of many West Virginia state agencies, but many charged forward, providing vital services to citizens and businesses even as physical offices shut their doors. This session provides insight into the pandemic's impact on online interactions, how some agencies responded, and what can be done to build resiliency going forward.

Birch Room
Presented by: Will Smith

11:30 a.m. - 12:45 p.m. - Lunch at Stillwater's Restaurant

Lunch at Stillwater's Restaurant

1:00 p.m. - 1:50 p.m. - See what's on the horizon with the Office of Technology

See what's on the horizon with the Office of Technology
You may just see a beautiful sunrise when you look towards the horizon with the Office of Technology. During this session, presenters will give a summary of Project Sunrise, the Google migration project. You’ll be briefed on the project status, benefits, impact, and next steps. The Business Impact Assessment (BIA) process will be outlined to explain how agencies can request help with finding ways to adapt their business practices to work with the Google applications. The CIO Review process will be explained to outline how to request WVOT approval for major IT initiatives. Last, but not least, contact information will be provided for the different sections in WVOT so attendees know where to get technology assistance and who to contact.

Stonewall Ballroom
Presented by: Office of Technology Staff

1:00 p.m. - 1:50 p.m. - Surviving the migration of merchant services processing

Surviving the migration of merchant services processing
Surviving a migration isn’t just for wildlife. Although we have completed our merchant services migration, survival is still ongoing. Attendees in this session will have the opportunity to discuss the current merchant services contract and solutions as well as learn more about online E-Gov (ecommerce) processing. If your agency is looking to migrate towards utilizing the Treasurer’s Office E-Gov services or looking to add payment options for your agency, this is the session for you.

Birch Room
Presented by: Terry Triplett

2:05 p.m. - 2:55 p.m. - Navigating the jungle of ethics

Navigating the jungle of ethics
Following the path of least resistance may leave you lost in the jungle. Knowing the ins and outs of the Ethics and Open Meetings Act may prevent your journey from going astray. Hang on as we delve into topics like employment restrictions, confidential information, private gain, meeting violations and more.

Stonewall Ballroom
Presented by: Kim Weber

2:05 p.m. - 2:55 p.m. - Like the rhino, the pandemic effect on the payment world couldn't be stopped

Like the rhino, the pandemic effect on the payment world couldn't be stopped
The pandemic disrupted the operations of many West Virginia state agencies, but many charged forward, providing vital services to citizens and businesses even as physical offices shut their doors. This session provides insight into the pandemic's impact on online interactions, how some agencies responded, and what can be done to build resiliency going forward.

Birch Room
Presented by: Will Smith

3:10 p.m. - 4:00 p.m. - Cash Handling Issues? Hakuna Matata!

Cash Handling Issues? Hakuna Matata!
Are you having cash handling issues or looking for ways to be more efficient? No problem! This session will provide the information you need to enhance your current cash handling practices. You will be able to participate in an in-depth discussion of the Cash Receipts Handbook and what is required of each Spending Unit. We will review proper internal controls to ensure a more accurate and secure processing of moneys that will assist in mitigating risk and achieve agency objectives. Attendees will have the opportunity to ask questions about ways to improve on their internal cash handling processes.

Stonewall Ballroom
Presented by: Julie Hefner-Ferrell

3:10 p.m. - 4:00 p.m. - Be the predator not the prey: A guide to workplace safety

Be the predator not the prey: A guide to workplace safety
In this session, we will discuss the most valuable asset in the workplace, our employees. This presentation discusses the latest industry data, identifying threat types in the workplace and how practical applications within the work community mitigate these threats. By the end of this session, attendees will leave with the knowledge and skills to identify hazards and create an effective workplace safety plan that will prevent predators from making themselves and co-workers the prey.

Birch Room
Presented by: Mike Comer

5:00 p.m. - 6:00 p.m. - Safari After Hours

Safari After Hours

Stonewall Ballroom


DINNER ON YOUR OWN


Thursday, April 28

7:00 a.m. - 8:15 a.m. - Breakfast at Stillwater's Restaurant

Breakfast at Stillwater's Restaurant

8:30 a.m. - 9:20 a.m. - Cybersecurity is no laughing matter

Cybersecurity is no laughing matter
Leave the laughing to the hyenas because hacking and fraud protection is no joke. This session will challenge everything you think you know about cybersecurity. You’ll witness one of the top hackers around as he prowls around many well-known security concepts to push their limits and demonstrate how well they really work. You’ll also learn how to join the FBI’s InfraGard program, which provides training, assistance, and access to privileged information to protect the critical infrastructure of West Virginia.

Stonewall Ballroom
Presented by: Rex Crouser and Mackenzie Monarko

9:35 a.m. - 10:25 a.m. - Trekking through the hot topics at wvOASIS

*This session is repeated today at 10:40 a.m.

Trekking through the hot topics at wvOASIS
From vendor services to employee payroll, wvOASIS serves as a central hub for state government in West Virginia. During this presentation the wvOASIS team will try to clear the muddy water on topics state agencies often have questions about. You’ll learn about the changes to the Prelim payroll process and be brought up to speed on the new emphasis to reduce our reliance on miscellaneous vendors. The wvOASIS team will also offer guidance on end of fiscal year preparations. If you look and listen closely you may even spot a new adventure on the horizon as wvOASIS reveals plans to add an accounts receivable feature to their list of applications.

Stonewall Ballroom
Presented by: wvOASIS Staff

9:35 a.m. - 10:25 a.m. - Exploring the jungle of outside bank accounts and imprest funds

Exploring the jungle of outside bank accounts and imprest funds
Someone said, “It’s a jungle out there,” but it doesn’t have to be that way for those wanting to learn more about outside bank accounts and imprest funds. Join us as we explore the process of managing outside bank accounts. Observe and learn what an outside bank account is, how they are different than state depository accounts and how they should be utilized in relation to WV Code. Adventurers will also learn about the importance of submitting annual outside bank account information to the Cash Management Division and the Unclaimed Property Division. Next your journey will take you on a close encounter with imprest funds where you’ll discover who should use them and how to set one up.

Birch Room
Presented by: Julie Hefner-Ferrell and Heather Runyan

10:40 a.m. - 11:30 a.m. - Trekking through the hot topics at wvOASIS

Trekking through the hot topics at wvOASIS
From vendor services to employee payroll, wvOASIS serves as a central hub for state government in West Virginia. During this presentation the wvOASIS team will try to clear the muddy water on topics state agencies often have questions about. You’ll learn about the changes to the Prelim payroll process and be brought up to speed on the new emphasis to reduce our reliance on miscellaneous vendors. The wvOASIS team will also offer guidance on end of fiscal year preparations. If you look and listen closely you may even spot a new adventure on the horizon as wvOASIS reveals plans to add an accounts receivable feature to their list of applications.

Stonewall Ballroom
Presented by: wvOASIS Staff

10:40 a.m. - 11:30 a.m. - Move through the stop payment process like a graceful gazelle

Move through the stop payment process like a graceful gazelle
This session will show you how to gracefully navigate the stop payment process for an issued check in wvOASIS. From vendor check payments to employee payroll checks, the stop payment process can be a breeze. Attendees will also receive an overview of undeliverable checks processing and information on how your agency should process forgery affidavits.

Birch Room
Presented by: Katie Gibson

11:30 a.m. - CONFERENCE ADJOURNED

Lunch available at Stillwater's Restaurant

Thank you for joining us!

The Treasury does not collect state taxes. Visit the The West Virginia State Tax Department for assistance.

West Virginia State Treasurer's Office
1900 Kanawha Boulevard
Capitol Complex Building #1, Room E-145
Charleston, West Virginia 25305
304-558-5000 Toll Free: 800-422-7498
Hours: 8am-5pm (ET)

Copyright 2022 by West Virginia State Treasury