July 2026 Roundtable - CAFP Meeting (In-Person) (Tuesday, July 14, 2026)

Tue, 14 Jul 2026 15:45:00 GMT

Join us on Tuesday, July 14, 2026, at Genworth’s office (near Innsbrook) — for a luncheon + moderated roundtable conversation with your peers and corporate/nfp neighbors – we look forward to collaborating with you —plus earn 1.5 CPE/CTP credits!

TOPIC: CAFP Finance & Treasury Roundtable

SUMMARY: Join us to network, knowledge share & collaborate with your corporate neighbors/peers! Ever wonder what your corporate/NFP neighbor has on their mind? What has worked regarding latest practical applications of AI - that we should be thinking about? How can we learn from others about fraud prevention, compliance & risk mitigation? What are others doing that you might want to consider? This is the time and place to bring your questions & best practices to share!

AGENDA:

Artificial Intelligence in Treasury & Finance

Discuss Latest in Payment Fraud Prevention-Compliance Best Practices

Trends in Treasury

FACILITATED BY: William Willis, AI Ready RVA Executive Director & Chair + CAFP Board Members

WHEN: Tuesday, July 14th, 2026, at 12:00 p.m. EST for networking and lunch through our roundtable discussion from 12:00-1:15 p.m. EST (check in begins at 11:30am)

WHERE: Genworth, 11011 West Broad St., Glen Allen, VA 23060 (First floor Learning & Development Rooms E114/E115)

COVID RELATED REQUIREMENT: By registering you agree to abide by all site related requirements (to be communicated) & agree to hold the site & CAFP Board and organization harmless.

SECURITY REQUIREMENT: Picture ID required, 11:30am-noon check in opens with Security.

DIRECTIONS/PARKING: Ample parking is available to the left side & back of the 11011 West Broad St (Genworth bldg.)

All members are encouraged to bring a prospective member/guest.

Program Level: Intermediate

Intended Professional Level: Intermediate & Experienced

Prerequisites: None

Advance Preparation: None

1.5 CPE Credits in the field of Management Advisory Services provided by VSCPA and 1.5 CTP/FPAC Credits provided by CAFP.

Participation Requirements for CPE Programs

To receive CPE credit for participation in a CAFP training program, you must sign-in at the beginning and actively participate throughout the session. You will receive an email notification once the attendance record has been processed including instructions on how to access your CPE certificate.

VSCPA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

Fri., Dec 11, 2026 In Person @ Fed Noon Mtg (Friday, December 11, 2026)

Fri, 11 Dec 2026 17:00:00 GMT

Please join us on Fri., Dec 11th, 2026 for the CAFP's annual holiday luncheon at the Federal Reserve Bank of Richmond.

TOPIC:tbd

PRESENTER: tbd

WHEN: Friday, December 11th, at 12:00 p.m. EST for networking and plated lunch followed by the presentation from 12:00-1:15 p.m. EST (check in begins at 11:30am)

WHERE: Federal Reserve Bank of Richmond, 701 E. Byrd Street, Richmond, VA 23219. Parking/entry info is below. Carpooling is recommended, if feasible.

SUMMARY: Explore how invisible and embedded payments are transforming the way we shop by making transactions faster, smoother, and more integrated into everyday life. This session explores how payment innovations are reshaping the way consumers interact with businesses.

LEARNING OBJECTIVES:

• Understand the landscape: Identify the key difference between invisible and embedded payment methods and how they are transforming everyday transactions.

• Explore Technology impact: Examine the technologies enabling these payments and how they are impacting the customer experience.

• Assess Implications: Evaluate the opportunities and challenges these payments methods create.

All members are encouraged to bring a prospective member/guest. Cost=Members=Free (included in membership); Non-members $55 for lunch/session.

SECURITY REQUIREMENT: Picture ID required, 11:30am-noon check in opens with Security (see important notes below).

DIRECTIONS/PARKING: Federal Reserve Bank of Richmond - note to Carpool if possible & parking in Bragg St deck or EVL if needed.

DIRECTIONS/PARKING:

Step A - Driving to Federal Reserve Bank of Richmond

From the South

Take I-95 North to Exit 74-A, Downtown Expressway (I-195). Take the Downtown Expressway to exit for Canal Street. Follow Canal Street to 5th Street. Turn left on 5th Street and continue approximately two blocks, crossing over Byrd Street. Proceed to Step B.

From the North

Take I-95 South to Exit 75 (64 East). Immediately take the 3rd Street Exit (also Coliseum). Follow 3rd Street to Byrd Street. Turn left on Byrd Street. Turn right on 5th Street. Proceed to Step B.

From the East

Take I-64 West to Exit 190, 5th Street exit. Follow 5th Street crossing over Byrd Street. Proceed to Step B.

From the West

Take I-64 East to Exit 186, Downtown Expressway (I-195). Take the Byrd Street/2nd Street exit. Follow Byrd Street and turn right on 5th Street. Proceed to Step B.

Step B - Parking

Please note that this is a change from last year. Parking (although limited) will be available in our Bragg St Deck & East Visitors Lot - all attendees, regardless of where they park should enter through the Lobby. The Lobby will open at 11:30 a.m. so please ask attendees to not arrive before then.

o Bragg Street Deck/Lobby entrance: 601 Bragg Street

Please plan to park here and walk to the front of the FRBR to enter through the Lobby/front FRBR main entrance (not using entrance on 7th Street).

o The East Visitors Lot (EVL):

EVL is open for anyone who needs closer parking. Our Deck on Bragg Street has been getting VERY full Tues-Thurs, so I would encourage people to carpool if possible so we can fit as many cars as possible into the EVL. There are 39 regular parking spaces and 8 accessible spaces in the EVL. If this lot reaches capacity, attendees will be redirected to the Bragg Street Deck.

Here is some important information to relay:

The East Visitor Parking Lot & Lobby are open during construction, but the access lane that runs parallel to Byrd Street is closed. Please approach the building in the far right lane on Byrd Street. Slowly proceed past the first access lane entrance after 7th Street. Make a sharp right turn into the East Visitor Parking Lot from the second access lane entrance. There will be an officer standing by to check ID and give further instructions. Please use caution and drive slowly as you enter the lot. If the East Visitor Parking Lot reaches capacity, attendees will be directed to park at the Bragg Street Deck located at 601 Bragg Street, located between 5th Street and 7th Street. If you are bringing a guest, please consider arriving in one vehicle to facilitate parking and building entry.

Security Requirement: All visitors must present a picture ID to Security prior to entering the building. All persons entering the building are subject to metal detection. When you exit the building and return to the parking deck, go to the double doors on Bragg St., and press the red button to the right of the doors for entry. FRBR security policy requires that all guests be escorted throughout their visit; escort will be available upon arrival in the Lobby, exit from Conference Center, and any early departures.

All members are encouraged to bring a prospective member/guest.

Program Level: Basic

Intended Professional Level: Intermediate

Prerequisites: None

Advance Preparation: None

1.5 CPE Credit in the field of Management Advisory Services provided by VSCPA and 1.5 CTP/FPAC Credit provided by CAFP

Participation Requirements for CPE Programs

Commonwealth Association for Financial Professionals upcoming events

July 2026 Roundtable - CAFP Meeting (In-Person) (Tuesday, July 14, 2026)

Fri., Dec 11, 2026 In Person @ Fed Noon Mtg (Friday, December 11, 2026)