2025 CFO Conference
August 20-22, 2025 | Richmond Omni
August 20-22, 2025 | Richmond Omni
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.
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|Breakfast
8:00 - 8:15 a.m. Welcome Annoucements & 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: FDICIA
AJ Eschle & David Heneke | CliftonLarsonAllen
Breakout 2: SEC Update
Adrianna ScheerCook & Greg Parisi | Troutman Pepper Locke
10:30 - 10:45 a.m. Networking Break
10:45 - 11:45 a.m. Mitigating Loss: Combating 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 on your own
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
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|Breakfast
8:00 - 8:15 a.m. Welcome Annoucements & 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: FDICIA
AJ Eschle & David Heneke | CliftonLarsonAllen
Breakout 2: SEC Update
Adrianna ScheerCook & Greg Parisi | Troutman Pepper Locke
10:30 - 10:45 a.m. Networking Break
10:45 - 11:45 a.m. Mitigating Loss: Combating 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 on your own
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
Registration
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.
ParkingValet parking at the Richmond Omni is available at a special rate of $15/overnight for CFO Conference attendees.
ParkingValet parking at the Richmond Omni is available at a special rate of $15/overnight for CFO Conference attendees.
Questions?
MBA Members - Contact Ann DeVilbiss, MBA's Head of Events & Membership Experience, at (443) 837-1606.
WVBA Members - Contact Amanda Cunningham, WVBA's Director of Education, at (304) 343-8838.
VBA Members - Contact Kristen Reid, VBA's Vice President, Education & Training, at (804) 819-4731.
MBA Members - Contact Ann DeVilbiss, MBA's Head of Events & Membership Experience, at (443) 837-1606.
WVBA Members - Contact Amanda Cunningham, WVBA's Director of Education, at (304) 343-8838.
VBA Members - Contact Kristen Reid, VBA's Vice President, Education & Training, at (804) 819-4731.
