CFO Conference & Ethics Session
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. | Extreme Uncertainty Clouds Economic and Interest Rate Outlooks Craig Dismuke | Stifel |
| President Trump’s economic agenda has upended rather placid outlooks for the economy, inflation, and the path forward for interest rates. The U.S. economy has not experienced a change in trade policy as sizeable as what has been proposed in many decades, if ever. Expectations are that higher tariff rates will meaningfully increase consumer prices at a time when inflation is stubbornly above the Fed’s target. However, that wave of inflation has yet to materialize and real activity has remained surprisingly resilient throughout the chaotic policy-making process. In this presentation, we will look at the factors clouding the outlook and why investors now expect a slower normalization of interest rates. | |
| 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 & Greg Parisi | Troutman Pepper Locke |
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| 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 |
| Fraud continues to be top of mind for financial institutions, with hard dollar losses growing at an all-time high. In this session, we will discuss the true cost of fraud and gain valuable insights into the tangible and intangible losses incurred due to simple and complex fraud schemes. You will come away with a comprehensive understanding of various types of fraud affecting financial institutions, actionable steps to mitigate their impact, and the importance of collaboration among industry peers and law enforcement partners. | |
| 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 Kevin Wanke and Hayes Bynum | 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 Keynote: Executive Presence Alan Dow, M.D. | Envoy SPONSORED BY VCDC |
| As uncertainty for the future continues to dominate the thinking of leaders and employees, this talk covers the techniques to deploy to reduce ambient stress and improve healthy decision-making in organizations. Pandemics, economic crises, intense political and social tensions. These past few years have put many of us on a survival setting but risk burnout unless we can channel energies appropriately. Curating the best in mental well-being, public health, and employee engagement strategies, we address the “six fatigues” – physical, mental, emotional, inactivity, social, and purpose fatigues – with techniques to create energy for optimal executive decision-making and creating organizational environments for sustainable team performance. | |
| 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 19th 9:30-10:30 am: 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.
October 9, 2025 10:30-11:30am: The GENIUS Act & the Future of Money: What Every Bank C-Suite Needs to Know
The GENIUS Act passed the US Senate. It’s the U.S.’s first comprehensive federal framework for stablecoins, poised to transform how banks hold deposits and compete on payments. This critical legislation offers a regulatory greenlight for banks to dive into the stablecoin economy, impacting everything from your balance sheet to your client relationships. During this session, the following topics will be covered:
- Defining stablecoins and tokenized deposits within banking: simplifying beyond the jargon
- The GENIUS Act decoded: What the regulatory changes mean for your bank.
- Strategic implications: Deposits, payments, and compliance in a new era.
- To Issue or Not to Issue: Should your bank be issuing their own stablecoin?
- Getting started to compete: Safely and competitively prepare your institution.
Up to the minute updates on the latest activity, investments and progress in stablecoin by banks will be provided!
November 19 9:30-10:30 a.m.: Trends in Insurance Claims Every CFO Should Know
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 |
Ethics Registration – Separate Registration Required
Ethics’ session details will be available soon!
| Registration Option | Member | Non-Member |
|---|---|---|
| In-Person Only | $195 | $695 |
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
Omni Richmond Hotel
100 S 12th Street
Richmond, VA 23219
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.