CFO & Lending/Credit Conference

Conference/Seminar/School Kristen Reid Amy Binns

This combined conference is designed for CFOs and those involved in financial management along with Lending and Credit professionals.

Register Now!

Conference Agenda

Monday, August 23, 2021

2:30 p.m. Check-in for ETHICS session (Separate Registration Required: Register Here for Ethics)

3:00 – 4:40 p.m.  Ethical Considerations in Diversity, Equity and Inclusion (DEI) 
This course satisfies the annual two-hour Virginia Board of Accountancy (BOA) Ethics requirement.

5:30 – 7:00 p.m. Welcome  Cocktail Reception 
SPONSORED BY Piper Sandler & Co.

Tuesday, August 24, 2021

7:30 a.m.   Registration | Continental Breakfast BREAKFAST SPONSORED BY KLARIVIS

Conncurrent Sessions 8:30 – 9:30  

CFO: You Can’t Predict, But You Can Prepare – Interest Rate Swaps in Today’s Market​ | Scott Hildenbrand, Piper Sandler

LENDING & CREDIT: Pricing & Structuring Loans for Profitability | David Kemp, Bankers Management, Inc.  

9:30 – 9:45 a.m. Networking Break

Conncurrent Sessions 9:45 – 10:45  

CFO: SEC in 2021: New Disclosure Requirements and Best Practices, & Future Regulatory Changes | Seth Winter, Troutman Pepper      

CFO: CECL Lessons Learned |Garver Moore, Abrigo           

LENDING & CREDIT: The State of the Virginia Commercial Real Estate Market | Michael Cobb, Costar; Anne Purcell, CoStar & Nicholas Mills, CoStar              

10:45 – 11:00 a.m. Networking Break   SPONSORED BY SPOTTS  FAIN PC

11:00 a.m. – 12:00 p.m. The Collision of Artificially High Demand and Supply Chain Constraints | Craig Dismuke, Vining Sparks

12:00 – 1:00 p.m.   Lunch  – SPONSORED BY CROWE LLP

1:00 – 2:00 p.m. Top 10 Bank Hot Topics | Susan Sabo, CliftonLarson

2:00 – 2:15 p.m.  Networking Break

2:15 – 3:15 p.m.  ABA/VBA Fireside Chat |   Bruce Whitehurst, VBA ; James Ballentine, ABA; Matt Bruning, VBA

3:15 – 3:30 p.m. Networking Break

Conncurrent Sessions 3:30 – 4:30 p.m.

CFO: C.Y.B.E.R: Can You Be Entirely Ready | Jon Biggs, Investor’s Title Insurance Company

LENDING & CREDIT: Cannabis Lending | Andrew Bigart, Venable

LENDING & CREDIT: Panel Session: What Business Owners are Experiencing post-COVID (manufacturing, retail, hospitality)                       


Dinner is on your own.  Enjoy your evening!       

Wednesday, August 25, 2021

8:00 a.m.  Continental Breakfast

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

8:40 – 9:10 a.m.  Industry Update | Bruce Whitehurst, VBA

9:10 – 10:10 a.m.  Community Banks’ Rapid Evolution in an Unprecedented Year | Joel Pruis, Cornerstone Advisors

10:10 – 10:20 a.m. Networking Break

10:20 – 11:20 a.m. Final Keynote: Leaning Into Risk |  Stinson Mundy, Envoy

11:20 – 11:30 a.m.  Break

11:30 a.m. – 12:30 p.m. CFO Roundtables                                                        

12:30 p.m.  Conference Adjourns

Ethics & CFO & Lending/Credit Registration Rates

CFO & Lending/Credit Registration Rates      
  Through July 14 July 15-August 4 August 5-August 23
VBA Member $545 $595 $650
VBA Non-Member $1,045 $1,095 $1,150

Ethics Registration:

Members: $195
Non-members: $395

Register for Ethics here.

VBA Event Policies

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 the conference.


If you have special needs that may affect your participation in this event, please contact Kristen Reid to discuss accommodations.

Hotel Information

The VBA has a room block at the Omni Richmond Hotel for a negotiated room rate of $167/night, plus applicable taxes.  Valet parking is available at the hotel for a reduced rate of $14/night.

To take advantage of the negotiated rate, reservations must be made by August 2, 2021 by 5:00 p.m. local time.  You can make your reservations online here.


Interested in sponsoring or exhibiting at this event? Click here or contact Amy Binns for available options.

CFO & Lending/Credit sponsors