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

Thursday, June 12th 7:30 AM - 5:00 PM

followed by Happy Hour/Reception

Friday, June 13th 7:30 AM - 4:00 PM

RETURNING: Wednesday, June 11th 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 4/30/25 Rate:

Current Member $375*

Non-Member $525

 REGISTRATION

               Register by June 4th      

SCHEDULE        

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.

Thank you to our 2025 Forum Marquis Partner

 

2025 Forum Guest Speakers

Meet the Lineup

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

Lead Financial Planning Nerd, Kitces.com
Meet Jeff

Linda Duessel, CFA, CPA, CFP®

Senior Strategist, Senior Vice President, Federated Hermes
Meet Linda

Michael J. Egan, CFP®, CIMA®

Senior Vice President, First Trust Investment Solutions
Meet Mike

Louis Rogers

Founder and Co-Chief Executive Officer, Capital Square
Meet Louis

Bryan Gay

Owner, Boomer Insurance Group
Meet Bryan

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®

CFP Ethics Speaker, Founder, Premium Organization
Meet Melissa

Mary Morris

Chief Executive Officer, Commonwealth Savers
Meet Mary

Laura Lafayette

Chief Executive Officer, Richmond Association of REALTORS®
Meet Laura

Lauren Liebes

Wealth Strategist, Capital Group | American Funds
Meet Lauren

Jim Renitsky, CIMA®

Director, BlackRock
Meet Jim

Catherine Williams

Head of Practice Management, Dimensional Fund Advisors
Meet Catherine

Hajro Kadribeg, CFA

Investment Consultant, Financial Advisor Services, Vanguard
Meet Hajro

2025 Chapter Platinum Partners

Jewel Ward
Lewis Williams
Angela Kelley
Emily Frazier
Hunter Lee

2025 Forum Partners

Mitch Seebach
Bryan Gay
Armand Leaks
Tom Galgano
Athena McGuire
John Cinella
Kevin Monaghan

2025 Advertising Partner

Jimmy Mouser

2025 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.

Weslie Green, Co-Chair

Niki Gooding, Co-Chair

Kristin Lindsay

Alexis Grason

Brittany Doughty

Joey Stemmle

Caitlin Allard

 

To volunteer for the 2026 Forum Committee, please contact
fpacva@gmail.com