2026 Shape of the Region Conference: Insights for Advisors
Mar 24, 2026 11:30 AM
Exclusive luncheon for estate attorneys, wealth advisors, tax advisors, investment advisors, and others
Tuesday, March 24, 2026
Valo Park - co-working space Refraction (8th Floor North Tower)7950 Jones Branch Drive, McLean, VA 22102
Agenda: Insights for Advisors
Tuesday, March 24, 2026
11:30 am - 12:00 pm: Lunch & Networking
12:00 pm - 1:30 pm: Insights for Advisors Panel Discussion
Full participation in 2026 Shape of the Region Conference - Insights for Advisors is eligible for 2 credit hours towards Certified Financial Planner (CFP) Continuing Education credits as approved by the CFP Board. The Community Foundation for Northern Virginia is an approved provider for CFP CE credits.
Attendees of the luncheon are invited to join us in the morning for the Shape of the Region Conference. Tickets for both events can be purchased here.
REGISTER TODAY!
Shape your charitable planning conversations with data-driven insights
Join CFNOVA for an exclusive advisor‑focused briefing that connects regional nonprofit trends, economic outlooks, and national policy shifts shaping charitable planning in 2026. This session will highlight key insights from CFNOVA’s latest regional nonprofit data, revealing how giving patterns, service demand, and community needs are evolving across Northern Virginia.
You’ll also hear a federal policy update from Jeff Hamond, representing the Community Foundation Awareness Initiative (CFAI)—a national initiative dedicated to advancing federal policies that strengthen community foundations and the philanthropic sector. Jeff will offer a forward‑looking view of the policy and regulatory developments likely to influence donor behavior, charitable vehicles, and philanthropic planning in the year ahead.
Adding essential regional perspective, Paul Misener will share insights on the innovation, business climate, and broader economic dynamics shaping Northern Virginia’s future, building on themes from the morning’s Shape of the Region Conference.
This discussion will provide advisors with a comprehensive understanding of the forces converging on philanthropy in 2026—grounded in data, informed by policy, and shaped by the region’s economic trajectory. Gain the strategic context you need to guide clients’ philanthropic and legacy planning with clarity and confidence.
Speakers
SPONSORSHIPS AVAILABLE
Sponsoring the Conference signals that your business is committed to helping build an innovative, resilient, and prosperous Northern Virginia for everyone who lives and works here.VIEW THE BENEFITS PACKAGE
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