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

Thursday, June 11th 7:30 AM - 5:00 PM

followed by Happy Hour/Reception

Friday, June 12th 7:30 AM - 4:00 PM

RETURNING: Wednesday, June 10th 4:00 PM to 6:00 PM CFP Ethics- Virtual

 

Jepson Alumni Center

442 Westhampton Way

Richmond, VA 23173

             Early Bird Rate:           

                   Current Member $350*                     

                   Non-Member $500*                     

After 4/30/26 Rate:

Current Member $400*

Non-Member $55

 

REGISTRATION 

                   closes Wednesday, June 3rd                  

        

CFP CE Credits = up to 15 (including CFP Ethics)* ​
CPA CE Credits = up to 15 **
VA Insurance CE Credits = up to 2 (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 2026 Forum Marquis Partner

 

2026 Forum Guest Speakers

Meet the Lineup

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

Lead Financial Planning Nerd, Kitces.com
Meet Jeff

Karen Manna

Vice President, Client Portfolio Manager, Federated Hermes
Meet Karen

Lisa Kueng

Managing Director of Business Development, Invesco Global Consulting
Meet Lisa

Jordan Jackson

Executive Director, J.P. Morgan Asset Management
Meet Jordan

Mary Morris

Chief Executive Officer, Commonwealth Savers
Meet Mary

Joel Hefner, CFA®

Vice President and Head of National Relationship Group, Dimensional Fund Advisors
Meet Joel

Melissa Kemp, CFP®, AEP®, CAP®, CNAP®

CFP Ethics Speaker, Founder, Premium Organization
Meet Melissa

Speaker Coming Soon

Franklin Templeton

Michael McNurney

Executive Director, Investment Specialist, Janus Henderson Investors
Meet Michael

Harlan Accola

National Director, Movement Mortgage
Meet Harlan

Jesse Lineberry, CFP®, Virginia Tech and Amy Pridemore, Virginia Commonwealth University

Virginia Tech/VCU
Meet Jesse and Amy

Molly Dean Bittner

Chief Philanthropy Officer, The Community Foundation for a Greater Richmond
Meet Molly

Speaker Coming Soon

MFS

2026 Chapter Platinum Partners

Jewel Ward
Paul Hallisey
Angela Kelley
Emily Frazier
Rob Reid

2026 Forum Partners

Elisabeth Moore
Lewis Williams
Andrew Hartman
Athena McGuire
John Cinella
Kevin Monaghan

2026 Advertising Partner

Bryan Gay

2026 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.

Niki Gooding, Chair

Alexis Grason

Charlotte Fox

Kyle Geblien

Erin Coe

Brittany Doughty

Jan Dungan

 

 

To volunteer for the 2027 Forum Committee, please contact
fpacva@gmail.com