In Person 2 Day Conference

We're Back In Person this Year!

Thursday, June 9th 8:00 AM - 5:30 PM EST

Friday, June 10th 8:00 AM - 4:00 PM EST


The Tuckahoe Woman's Club

4201 Dover Road

Richmond, VA 23221


             Early Bird Rate:           

                   Current Member $325                     

                   Non-Member $475                     

After 4/30/22 Rate:

Current Member $375

Non-Member $525


                We normally sell out, and seating will be limited this year.                          

CFP CE Credits = up to 12 (including CFP Ethics)* ​
CPA CE Credits = up to 12 (including CFP Ethics)**
VA Insurance CE Credits = up to 3 (also CFP/VA Ins Ethics)*

*All sessions will be filed with the appropriate entities for CE credit. A listing of approved credits will be supplied to registered attendees prior to event. ​
** For other designations, including CPA, a CPE certificate will be provided for self-filing purposes or for attendees' records.




Thank you to our Forum Marquis Partner

2022 Forum Guest Speakers

Meet the Lineup

David Rutherford

National Speaker and Performance Coach, Vice President, First Trust
Meet David

Dr. Bill Lloyd, MD, FASC

Health Director, Transamerica Advanced Markets
Meet Dr. Bill

Bobby Henebry, CFA

Global Speaker
Meet Bobby

Linda Duessel, CFA, CPA, CFP®

Senior Equity Strategist, Federated Hermes
Meet Linda

Jeff Levine, CPA/PFS, CFP®, AIF, CWS, MSA

Lead Financial Planning Nerd,
Meet Jeff

Melissa Kemp, CFP®, AEP®, CNAP®, CAP®

President, Premium Organization, LLC
Meet Melissa

Jeff Hybiak, CFA®

Sr. Portfolio Manager | Chief Operating Officer, SEM Wealth
Meet Jeff

Bryan Gay

Owner, Boomer Insurance Group
Meet Bryan

Mary Morris

Chief Executive Officer, Virginia529
Meet Mary

Margaret Dorn

Senior Director, Head of ESG Indices, North America, S&P Dow Jones Indices
Meet Maggie

David Houston, JD

Director of Advanced Strategies, RiverSource, a subsidiary of Ameriprise Financial
Meet David

2022 FPA of CVA Forum Committee

A special thanks to the dedicated members of the Forum Committee. Planning for the forum begins a full year ahead of the event, and requires significant leadership and oversight from these committed individuals. Their responsibilities include identifying and soliciting potential partners, identifying speakers, scheduling and organizing the event, and so much more.

Kate Atwood

Weslie Green

Amy Grieves

Kristin Lindsay

Shelly Pellish

Ben Raikes


To volunteer for the 2023 Forum Committee, please contact 

2022 Chapter Platinum Partners

Tracy Fraser
Jeff Hybiak
Athena McGuire
Bryan Gay
Rebecca Lyons

2022 Chapter Partners

Tracy Fraser

2022 Forum Partners

Marquis Partner
Lewis Williams
Krishan Nigam
Dan Bolton