MONTHLY MEETINGS |
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IMPORTANT NOTES FOR 2026-27 MONTHLY MEETINGS
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FEI Dallas Monthly Meetings have a new home!
The Clubs of Prestonwood | The Creek
15909 Preston Rd. | Dallas, TX 75248
Complimentary valet | Free surface parking
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The September and October meetings are on 2nd Mondays.
Meetings for the remainder of 2026-27 will be held on our usual
2nd Tuesday meeting dates.
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Registration deadline | Tuesday 09.08.26 |
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Monthly Meetings are open to FEI Dallas members; chapter sponsors; individuals who meet FEI’s membership qualifications and are considering membership; and other non-members by invitation per the chapter’s Guest Policy. Pre-registration required. |
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FEI Dallas Monthly Meetings are on 2nd Tuesdays unless otherwise indicated, from September to April except December and the summer months when other events are scheduled. Meetings are 4:00-8:00 p.m. at The Clubs of Prestonwood – The Creek location, starting with a Professional Development Session (1.5 CPEs) followed by the Networking Social and a sit-down Dinner Meeting/Keynote presentation (1 CPE). |
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2026
Monday | September 14
Monday | October 12
Tuesday | November 10 |
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2027
Tuesday | January 12
Tuesday | February 9
Tuesday | March 9
Tuesday | April 13 |
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SPECIAL EVENT |
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Registration deadline | Tuesday 09.15.26 |
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Open to FEI Dallas members and individuals who meet FEI’s membership qualifications. Pre-registration required for all attendees. |
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FEI Dallas sponsors support our Chapter with both their service and monetarily. Please seek out our sponsor representatives at events, get to know them, and always give them a chance to earn your business. Scroll down for a list of FEI Dallas sponsors. If you need a contact at a sponsor company to discuss their services, please contact Jackie Dunn, FEI Dallas Manager. |
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CAREER EVENTS |
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The September 22 Career Management meeting is being replaced by a Speed Networking Social. See details in the SPECIAL EVENTS section above. Speed Networking Socials are open to all FEI Dallas members and individuals who meet FEI’s membership qualifications. Pre-registration required for all attendees. Registration deadline 09.15.26.
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Career Management meetings are held on the 3rd Tuesday of each month year-round, hosted by S+H Search in the Ground Floor Conference Room at Sherry Lane Place unless otherwise noted. Meetings are open to FEI members, employed or unemployed, and non-members by invitation who qualify for FEI membership. |
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Not just for job seekers! |
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The Career Management Committee exists to enhance the professional success of FEI members by delivering career development programs, leadership and ethics education, networking opportunities, and employment resources that support career advancement, successful transitions, and lifelong professional growth. Through collaboration with recruiters, employers, and the broader financial community, the committee also promotes member engagement and contributes to the growth and value of FEI. |
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08.25.26 | 4:30-6:30 p.m. (Central) | No CPE
RHSB Insurance Dallas Office
Technology SIG
Texas Data Centers, Colocation, and Cloud Computing: What’s Changing?
Texas is experiencing unprecedented growth in data centers, colocation facilities, and Cloud Computing as organizations reevaluate their cloud strategies and infrastructure investments. Join industry leaders as they discuss current market trends, power and capacity challenges, hybrid cloud adoption, and what technology and finance executives should consider when planning for future growth.
Peter Vogel, Attorney & Counselor at Law, Vogel IT Law
Paul Hendry | AVP IT Infrastructure and Operations, CarMax
Don Allen | CEO, Strut Partners Data Center
Open to FEI Dallas members, and non-members with financial or executive roles in the technology sector. |
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Registration for this meeting is closed. Contact Eric Holleman for availability. |
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08.26.26 | 4:30-6:45 p.m. (Central) | 1.5 CPE
RHSB Insurance Dallas Office
Manufacturing/Distribution SIG
Margins Under Pressure: How Finance Leaders Are Responding
Rising transportation costs, supply chain disruptions, general inflation, and procurement challenges continue to put pressure on margins across the manufacturing and distribution sectors. This panel discussion will explore practical strategies for protecting profitability, controlling costs, and making informed financial decisions while remaining competitive in today's volatile economic environment.
Colin Thackray | CFO, Pacific Northern
Darin Patrizi | CFO, Summit Electric Supply
Brad Taylor | Regional Vice President, Werner Enterprises
Open to FEI Dallas members, and non-members with financial or executive roles in the manufacturing and distribution sectors. |
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Registration deadline | Monday 08.24.26 |
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Event details and registration
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09.01.26 | 4:30-6:30 p.m. (Central) | 1.5 CPE
Maggiano’s Little Italy, Plano
G.R.O.W. SIG
From CFO to the Boardroom: Navigating the Path to Board Leadership
Transitioning from the CFO role to the boardroom requires more than financial expertise—it demands strategic leadership, executive presence, and a strong professional network. Join us for an engaging fireside chat moderated by Kathryn Loo of the Private Directors Association, featuring accomplished finance leaders who have successfully navigated the journey from CFO to CEO and independent board director.
Kathryn Loo | Immediate Past President, Private Directors Association
Katy Murray | President, Treasurer, Corporate Secretary and Chief Compliance Officer, Dallas News Corporation
Claudia Jaramillo | Managing Partner, Advisory Board Architects
Open to FEI Dallas members, and non-members with financial or executive roles. |
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Registration deadline | Friday 08.28.26 |
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Event details and registration |
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PARTNER EVENTS & RESOURCES |
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08.25.26 | Noon (Central) | No CPE | Presented by BDO
WEBINAR
Is Your ERP Ready for AI and Growth, or Quietly Holding You Back?
Most ERP journeys begin too late, after costs rise, data fragments, or systems struggle to keep pace with new demands such as AI. The more important question comes earlier: should we consider a new ERP, or can our current business system be optimized to enable greater capabilities?
Event details and registration |
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08.26.26 | Noon (Central) | No CPE | Presented by BDO
WEBINAR
Biopharmaceutical Manufacturing: How Industry Trends Have Transformed the Manufacturing Capacity Landscape
This webinar will examine the forces behind these changes and share BDO’s projections for the manufacturing capacity landscape in 2030, including the expected impact of both technology adoption and broader market dynamics.
Event details and registration |
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08.27.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO
WEBINAR
A Director’s Guide to AI use in the Boardroom: Practical Uses, Safeguards, and Director Responsibilities
Join BDO and Diligent for a practical discussion on how directors can use AI safely, effectively, and in a manner consistent with their oversight responsibilities.
Event details and registration |
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08.27.26 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO
WEBINAR
Optimizing Deltek Costpoint Data: Improving Performance, Accuracy, and Insight
In this webcast, BDO professionals will review practical approaches to managing Costpoint data in a way that supports more accurate reporting, stronger governance over historical information, and more useful insight across project-based environments.
Event details and registration |
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09.15.26 | 12:00 noon (Central) | 1 CPE | Presented by BDO
WEBINAR
From ERP to Impact: Driving Finance Transformation and Margin Improvement in Healthcare
This webcast explores how ERP strategy serves as the foundation for effective finance transformation. It will highlight how modern ERP platforms enable integrated data, streamlined workflows, and actionable insights to drive improvements in labor management, supply chain performance, contract oversight, productivity, and revenue integrity.
Event details and registration |
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09.16.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO
WEBINAR
Sustainability as a Business Lever: Board Governance for Integrated Strategy and Risk Overnight
Boards are increasingly tasked with connecting sustainability to the organization’s business objectives—not as a standalone initiative, but as an integrated strategy that can help deliver measurable outcomes such as cost containment, improved efficiency, and resource resiliency while also supporting emissions reduction.
Event details and registration |
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09.23.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO
WEBINAR
Q3 2026 Quarterly Technical Update
The Quarterly Technical Update Webcast Series continues our tradition of lending a helping hand to financial management, board directors, and audit committees to stay on top of today's hot topics and developments.
Event details and registration |
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09.30.26 | 12:00 noon (Central) | 1 CPE | Presented by BDO
WEBINAR
BDO Talks Transactions - Carve-Out Survival: Finance Separation Without Surprises
Carve-outs create unique finance complexity: incomplete data, shared services dependencies, accelerated timelines, and heightened stakeholder scrutiny. This session provides a practical roadmap for carve-out readiness — covering separation planning, opening balance sheet readiness, reporting packages, control considerations, and stabilization milestones.
Event details and registration |
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FEI DALLAS SPONSORS |
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The financial support of our Chapter Sponsors is key to continuing to raise the bar on member value, and we are grateful for their participation. We encourage members to consider these companies first when a need arises for their services. Click on a logo below to go to the company website. |
TITLE SPONSOR |
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SPECIAL EVENTS PARTNER |
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COMMUNICATION/MEDIA PARTNERS |
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