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.

More than 140 bankers and industry partners joined us August 21-23, 2023 at The Hotel Roanoke for our CFO Conference. Attendees enjoyed engaging and relevant sessions and also had the opportunity to meet with our sponsors in the exhibit hall. View the full conference recap here.


WEdnesday, August 21, 2024

2:30 p.m.  Registration for Ethics Session

3:00 – 4:40 p.m. Ethics**
(this session satisfies the Ethics requirement for CPAs – separate registration required)

5:00 – 6:30pm    Welcome Cocktail Reception and Networking Hour

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

Thursday, August 22, 2024

7:30 a.m.  Registration | Continental Breakfast

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: Surviving FDICIA in a Dynamic Industry David Heneke, CliftonLarsonAllen LLP

As banks continue to grow, it is important to understand how asset size will affect the Bank’s accounting and internal control requirements. Bankers should understand the requirements if their institution is approaching the $500 million or $1 billion thresholds considering crucial planning and realistic timelines. We will cover the key facts about FDICIA including auditing and enhanced reporting requirements as well as audit committee responsibilities, with more of a focus on crossing the $1 billion threshold.

9:30 – 10:30 a.m.   Breakout 2: SEC Update 

10:30 – 10:45 a.m.  Networking Break                              

10:45 – 11:45 a.m. A Wild Ride: What We Learned from the Current Rate Cycle and What to Think About Next Mark Fischer, PNC

11:45 a.m. – 12:30 p.m. Lunch

12:30 – 1:15 p.m. Vendor Speed Dating

1:20 – 2:20 p.m.  Fighting Fraud Roanoke Sheriff Department

2:20 – 2:35 p.m. Networking Break

2:35 – 3:35 p.m. Out with the Old: Liquidity, Funding, and Regulation Ryan Smith, Piper Sandler

3:35 – 3:45 p.m.  Networking Break

3:45 – 4:15 p.m. Industry Update Bruce Whitehurst, Virginia Bankers Association

4:15 – 5:15 p.m. Regulator Panel

5:15 – 6:45 p.m.  Cocktail Reception 

Dinner is on your own.  Enjoy your evening!      

Wednesday, August 23, 2023

8:00 a.m. Continental Breakfast

8:30 – 8:45 a.m.  Announcements | Sponsor Thank You & Drawings

8:45 – 9:45 a.m.   Tax Update YHB 

9:45-10:00 a.m. Networking Break

10:00 – 11:00 a.m. Closing KeynoteSecret Sauce for Organizational Success Melissa Furman, PhD, Career Potential

Banking leaders are navigating unique challenges as it relates to diversity, disruption, and workforce engagement. A common foundational denominator to successfully navigate these challenges are trust, respect, and accountability. This session will provide practical strategies to assess and develop trust, respect, and accountability to maximize success.

11:00 – 11:20 a.m. Stretch Break

11:20 a.m. – 12:20 p.m. CFO Roundtable Session

12:20 p.m.  Conference Adjourns

*Speakers and topics are subject to change

Meet the Speakers!

More information about the 2024 CFO Conference & Ethics session speakers will be available soon!

CFO Conference Registration

In-Person Only Member Non-Member
Through July 23, 2024 $595 $1,095
July 24-August 21, 2024 $655 $1,155
In-Person AND Virtual Sessions Member Non-Member
Through July 23, 2024 $675 $1,175
July 24-August 21, 2024 $695 $1,195

Register Now!

Ethics Registration – Separate Registration Required

Ethical session

Registration Option Member Non-Member
In-Person Only $195 $695
Virtual Only $155 $655

Register Now!


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


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.


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

The VBA has a negotiated rate at the Hotel Roanoke of $189/night (plus taxes and fees). To make your reservation, click here.


The Hotel Roanoke offers both self and valet parking.  For attendees staying at the hotel, the pricing is as follows: 

  • Self: $15.00/day
  • Valet: $21.00/day

For those commuting to the conference, daily self-parking is $10.00/day

*Parking rates are subject to change.

Sponsorship Opportunities

Contact Amy Binns for information.