CFO Conference & Ethics Session

Conference/Seminar/School Kristen Reid Amy Binns Michele Dunn

This conference is designed for CFOs and those involved in financial management.

The 2025 CFO Conference & Ethics Session will take place August 20-22, 2025 at the Omni Richmond Hotel in Richmond, Va.

Agenda

Wednesday, August 20, 2025

2:30 p.m. Registration for Ethics Session
3:00 – 4:40 p.m. AI Ethics 2025* (Separate registration is required)
The rapid evolution of artificial intelligence (AI) is reshaping industries, including accounting, with profound implications for professionals and firms. This Virginia-approved ethics course on responsible AI for the accounting profession explores the integration of AI in accounting, emphasizing ethical principles like transparency, accountability, privacy and fairness. The course offers a comprehensive overview of AI technologies, their applications in streamlining processes, and improving decision-making within the profession. It also addresses the challenges of regulatory compliance, data privacy and mitigating risks such as bias and security breaches. Through real-world case studies, you will gain insights into resolving ethical dilemmas, ensuring responsible AI usage, and fostering trust with clients and stakeholders.
5:00 – 6:30 p.m. Welcome Cocktail Reception 

*This course satisfies the annual two-hour Virginia Board of Accountancy (BOA) Ethics requirement.

Dinner is on your own. Enjoy your evening!

Thursday, August 21, 2025

7:30 a.m. Registration | Continental Breakfast
BREAKFAST SPONSORED BY Profit Resources Inc. 
8:00 – 8:15 a.m.  Welcome Announcements & Sponsor Introductions
8:15 – 9:15 a.m.   Market & Economic Outlook 
Craig Dismuke, Stifel
9:15 – 9:30 a.m. Networking Break
9:30 – 10:30 a.m. Breakout 1: Topic: FDICIA
AJ Eschle & David Heneke | CliftonLarsonAllen
Breakout 2: Topic: SEC Update
Adrianna ScheerCook & Seth Winter | Troutman Pepper Locke
10:30 – 10:45 a.m. Networking Break
10:45 – 11:45 a.m. Mitigating Loss: Combatting the True Cost of Fraud
Terri Luttrell, Abrigo
11:45 a.m. – 12:30 p.m. Lunch
SPONSORED BY FHLBank Atlanta
12:30 – 1:15 p.m. Vendor Speed Dating
1:20 – 2:20 p.m. Balance Sheet Strategies
Ryan Smith | Piper Sandler
2:20 – 2:35 p.m. Networking Break
2:35 – 3:35 p.m. Session TBD
3:35 – 3:45 p.m. Networking Break
3:45 – 4:15 p.m.  Industry Update
Bruce Whitehurst, Mid-Atlantic Bankers Association & Virginia Bankers Association
4:15 – 5:15 p.m.  ABA Regulatory Update
Tyler Mondres, American Bankers Association
5:15 – 6:45 p.m. Cocktail Reception
SPONSORED BY Brown, Edwards & Co.

Dinner is on your own. Enjoy your evening!                                                       

Friday, August 22, 2025

8:00 a.m.  Continental Breakfast
8:30 – 8:45 a.m. Announcements | Sponsor Thank You & Drawings
8:45 – 9:45 a.m. Tax, Accounting, & Regulatory Update  
Brandon Driver & Joe Musumeci | YHB
9:45 – 10:00 a.m.  Networking Break
10:00 – 11:00 a.m. Closing KeynoteExecutive Presence
Alan Dow, M.D. | Envoy
SPONSORED BY VCDC
11:00 – 11:15 a.m. Break
11:15 – 12:15 p.m. CFO Roundtable (bankers only)
12:15 p.m. Conference Adjourns

*Speakers and topics are subject to change

Virtual Sessions

Register for the 2025 CFO Conference and add-on the virtual sessions which include a one-hour webinar each month (dates TBD) AND registration to the 2025 December Accounting Peer Group co-hosted with Brown Edwards LLC.

  • September Session: Weighing the Risk and Rewards to Current Artificial Intelligence Use Cases at Your Institution
    • This session delves into the benefits and challenges of implementing AI in financial institutions, offering a balanced view of its impact on operations, compliance, and customer experience. Attendees will learn to evaluate AI use cases critically, ensuring they align with their institution’s strategic goals and alternative risk management frameworks since formal regulation around AI is currently nascent.

Meet the Speakers!

Speaker information will be available soon!

CFO Conference Registration

In-Person Only Member Non-Member
Through July 29, 2025 $625 $1,125
July 30-August 19, 2025 $655 $1,155
In-Person AND Virtual Sessions Member Non-Member
Through July 29, 2025 $675 $1,175
July 30-August 19, 2025 $695 $1,195

Register Now!

Ethics Registration – Separate Registration Required

Ethics’ session details will be available soon!

Registration Option Member Non-Member
In-Person Only $195 $695

Register Now!

VBA EVENT POLICIES

By registering for this event, you are agreeing to the VBA Event Policies.

VBA EVENT CANCELLATION POLICY

All cancellations will be charged a $25.00 administrative fee. Cancellations received less than 72 business hours before the program will be charged a $75.00 administrative fee plus any additional fees associated with the training. Substitutions are allowed prior to the beginning of course.

SPECIAL NEEDS

Please share any specific needs that should be considered as we plan for the conference (i.e. hearing impaired, sight impaired, etc). Please contact Michele Dunn with any details.

Hotel Information

Conference attendees will be able to reserve a room at the Richmond Omni for the negotiated rate of $179/night, plus applicable taxes and fees.  To take advantage of the negotiated rate, click here and secure your reservation by July 30, 2025.

Parking

Valet parking at the Richmond Omni is available at a special rate of $15/overnight for CFO Conference attendees. 

Sponsorship Opportunities

Interested in sponsoring and/or exhibiting at the 2025 CFO Conference? Click here to learn about those opportunities. View our complete 2025 Sponsor Brochure here. Questions? Contact Amy Binns.