Past Events

February 6, 2024 Cryptocurrency and Digital Assets: Introduction and Overview
Brendan Williamson
December 12, 2023 What Does the Economy Hold for 2024?
Christine Chmura, Ph.D. CEO and Chief Economist for Chmura Economics & Analytics
May 2, 2023 Annual Meeting 2023
February 28, 2023 Private Company Business Valuation
Liza Bowersox, Artemis Valuation and Advisory
January 31, 2023 State of the Economy with Tom Gayner
Tom Gayner, CEO Markel Corporation
November 29, 2022 State of the Political Scene
Dr. Bob Holsworth
October 11, 2022 The Changing Real Estate Landscape in Richmond VA
Nathan Shor
September 9, 2022 Pay your dues online via PayPal
May 10, 2022 May 10, 2022 Annual Meeting
No speaker-Members only
March 1, 2022 Reflections on Institutional Investing Trends
Will McLean, President & Chief Investment Officer for the University of Richmond’s Spider Management Company
February 1, 2022 8,000 Days
John Diehl, CFP®, CLU®, ChFC® Hartford Funds, Senior Vice President, Applied Insights
November 30, 2021 Tax Planning in Uncertain Times
George Forsythe, CPA ; Managing Partner, WellsColeman
October 5, 2021 Pay your dues via PayPal
October 5, 2021 Richmond: Challenges and Opportunities
Sonya Ravindranath Waddell; Vice President and Economist, Research, Federal Reserve Bank of Richmond
May 4, 2021 May 4, 2021 Annual Meeting cancelled
March 16, 2021 It’s Like Déjà vu All Over Again: Valuing a Business in the Post-COVID-19 Economy
Harold Martin and Ethan Hitchcock
February 2, 2021 Eli’s Village: Planning for Special Needs Families
Kristin Carleton, AAMS and Dr. Kathy Matthews
December 8, 2020 Forget 2020, What’s In Store for the Economy in 2021?
Brian Wesbury. Chief Economist at First Trust Advisors L.P.
October 6, 2020 How have tax/estate planning and charitable giving been impacted by COVID?
Jen Flinchum and Molly Bittner
May 5, 2020 2019-2020 Annual Meeting
March 3, 2020 Dreams4RPS, 2018-23 strategic plan
Jason Kamras, Richmond Public Schools Superintendent
February 4, 2020 Who Should Use the Qualified Opportunity Zone Incentives and How They Should Use Them,
Jenny Connors, Partner at Williams Mullen
December 10, 2019 Rules of the Road for Retirees: Income Planning Case Studies
October 1, 2019 Trends in Valuation and Disposition of Art and Collectibles
Colin Clarke, VP Freeman's Appraisals
May 7, 2019 2018-2019 Annual Meeting
Members only
March 5, 2019 Winning Estate Planning of Tomorrow
John W. Martin, CEO and Managing Partner, SIR's Institute for Tomorrow
February 5, 2019 The Most Important Client Questions During Periods of Market Volatility
John G. Jordan, III, CFA® and Caroline E. Baronian, CFA®
December 4, 2018 The State of Richmond
Reginald E. Gordon, Director of the Office of Community Wealth Building, City of Richmond
October 2, 2018 What We Don't Talk About When We Talk About Estate Planning
William I. Sanderson
May 1, 2018 Annual Meeting 5:30 p.m.
Golf Event 12 noon
March 20, 2018 What's New at Your Community Foundation
Sherrie Armstrong and Molly Dean Bittner
February 6, 2018 The Global Economic Outlook for 2018
Alan Robinson, Vice President, Research Analyst, RBC Wealth Management
December 5, 2017 “Wealth Transfer Tax Law Changes: What Congress Might (or Did) Do”
Farhad Aghdami
October 3, 2017 Prudent Impact Investing
Scott T. Reeves
May 2, 2017 Annual Meeting
April 4, 2017 Recent Trends in Estate Planning and Trust Administration
Benjamin S. Candland, Partner, McGuireWoods
February 7, 2017 Topic: Life Insurance Planning Considerations in 2017 and Beyond.
Dennis McMahan, Manager, MAGNASTAR® Marketing for M Financial Group
December 6, 2016 The Political Landscape 2016 and Beyond
Dr. Bob Holsworth
October 4, 2016 Richmond Hustles! RVA’s Entrepreneurial Ecosystem
Andrew W. White
April 19, 2016 The evolution and trends in the fast growing and fast changing field of impact investing
Mark D. Constantine
February 2, 2016 The Dynamics of Family, Values, and Wealth
Dr. Priscilla W. Powell
December 1, 2015 2015 Market Update and 2016 Outlook
Stephen Parker, Managing Director and U.S. Head of Multi-Asset Strategies for the Global Access Portfolios at J.P. Morgan Private Bank in New York
October 6, 2015 "Thoughts on planning for IRAs"
Tim Guare. Esq.
April 14, 2015 Advanced Planning and Long-Term Care
Derek Welch, JD, CLTC
February 3, 2015 Planning for Gifts and Estates in 2015 - Recent Tax Developments
John O'Grady
December 2, 2014 The State of the Art Market
Carolyn Nagy, Assistant Vice President; Senior Manager, Sotheby's Mid-Atlantic
October 7, 2014 Investments - or Whatever Topic is Hot This Week
Thomas S. Gayner
April 1, 2014 Everything You (as a professional advisor) Need to Know About Virginia529 College Savings Plan
Mary G. Morris, Chief Executive Officer Virginia529 College Savings Plan
February 4, 2014 Highlights of the 2014 Heckerling Institute on Estate Planning
Dennis I Belcher
December 3, 2013 Investment Perspectives
John K. Lynch
October 1, 2013 Two's Company, Three's a Crowd: Charity, Heirs and the IRS
Dee Ann Remo and Bobby Thalhimer
April 9, 2013 "The Hidden Value in Collectible Books and Ephemera"
David C. Hall of National Book Auctions, Ithaca NY
February 5, 2013 Dealing with the Generational Dynamics of Complex Families
George F. Albright, Jr.
December 4, 2012 The 2012 Election and the Possible Effects on the Insurance Industry
Karla Kirk, Association for Advanced Underwriting
View Current Events