In Person 2 Day Conference
We're Back at the University of Richmond Jepson Alumni Center this year!

Thursday, June 8th 8:00 AM - 4:30 PM

followed by Happy Hour/Reception

Friday, June 9th 8:00 AM - 3:45 PM

New: Wednesday, June 7th 4:00 PM to 6:00 PM CFP Ethics- Virtual


Jepson Alumni Center

442 Westhampton Way

Richmond, VA 23173

             Early Bird Rate:           

                   Current Member $325                     

                   Non-Member $475                     

After 4/30/23 Rate:

Current Member $375

Non-Member $525


May 30, 2023


CFP CE Credits = up to 15 (including CFP Ethics)* ​
CPA CE Credits = up to 15 **
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.


Presentation Handouts- please click on the speaker to see an overview of their presentation and a downloadable version, if available.

2023 Forum Guest Speakers

Meet the Lineup

Marguerita (Rita) Cheng, CFP®, RICP®

CFP Ethics Speaker, CEO Blue Ocean Global Wealth
Meet Rita

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

Lead Financial Planning Nerd,
Meet Jeff

Linda Duessel, CFA, CPA, CFP®

Senior Equity Strategist, Federated Hermes
Meet Linda

Bryan Gay

Owner, Boomer Insurance Group
Meet Bryan

Jeff Hybiak, CFA®

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

John D. Ellison, CFA®

Managing Member, Richmond Quantitative Advisors, LLC
Meet John

Mary Morris

Chief Executive Officer, Virginia529
Meet Mary

Ryan Bertrand, CFP®, CLU®

Vice President and Managing Director, Advanced Markets Transamerica
Meet Ryan

Stephen B. Long, Ph.D.

Associate Professor, Political Science & Global Studies, University of Richmond
Meet Dr. Long

Preston D. Cherry, Ph.D., CFP®

Founder & President Concurrent Financial Planning
Meet Dr. Cherry

Marshall Chambers, CFP®, CFA and Cary Baronian, CFA

Director of Client Strategy & Development, Heritage Wealth Advisors
Meet Marshall and Cary

Emily M. Chiang, CFP®, MBA

EMC Succession Planning
Meet Emily

2023 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

Kristin Lindsay

Brittany McBride

Shelly Pellish

Ben Raikes

Joey Stemmle


To volunteer for the 2024 Forum Committee, please contact 

2023 Chapter Platinum Partners

David Langan
Jeff Hybiak
Bryan Gay
Rebecca Lyons
Lewis Williams
John Ellison
Jimmy Mouser

2023 Chapter Partners

Bryan Gay
Greg Polson

2023 Forum Partners

Athena McGuire