View in browser

REMINDER 

This is the last monthly meeting at Northwood Club.

Starting in January 2026, monthly meetings will be on 2nd TUESDAYS at 

DALLAS COUNTRY CLUB due to construction at Northwood Club.  

Scroll down for more information.

Registration for this meeting is closed. Current FEI Dallas members and chapter sponsors

may contact Jackie Dunn for waitlist availability.

FEI Dallas Monthly Meetings are scheduled September to April, except December. Meetings are 4:00-8:00 p.m. starting with a Professional Development Session followed by the Networking Social and a sit-down Dinner Meeting/Keynote presentation. Meetings are open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation. Each meeting offers up to 2.5 CPE credits.

IMPORTANT | Due to planned construction at our usual meeting venue, Northwood Club, Monthly Meetings in 2025-26 will NOT follow our typical schedule and location. See details below and save the dates accordingly.

OPEN FOR REGISTRATION!

Registration deadline | Tuesday, December 2, 2025

Open to FEI Dallas members and their guests, event and chapter sponsors, and guests who meet FEI membership qualifications.  Pre-registration required.  Guest fees may apply.

FEI Dallas Technology Symposium 2025

Navigating the Digital Frontier: Using Technology to Increase Corporate Value

12.09.25 | 7:00 Breakfast available, 8:00-12:00 p.m. Programs | 4 CPEs available

Session 1:  Technology for Business Benefits and Risk Management | 2 CPEs

This program session will present to finance leaders the latest in technological advances leading to increased corporate value. It is meant to address and identify where and how benefits to using corporations will come about. Panelists from GridSite Technology, IBM, OakTruss and Workday, led by moderator John Medelin, CTO, Mede-Arc, will discuss technologies and developments that affect data centers, business agility, AI, cybersecurity, modeling and ERP systems. Participants will leave with better insights of how contemporary developments will lead to increased efficiency and improved decisions. Protection and reduction of risk will be part of the discussion.

Thomas Carlson | VP Finance, GridSite Technology

Jeff Crume | Distinguished Engineer, Master Inventor, IBM

Sarah Mohrle | Senior Advisor, OakTruss Group

Joe Wilson | Global CTO, Workday

John Medellin | CTO, Mede-Arc (moderator)

Session 2:  Perspectives on Using New Technology | 2 CPEs

The second session of the morning will move to the perspectives of financial/executive officers as they use technology to build corporate appeal to investors. It will emphasize how basic developments (first session) are affecting tools, systems and platforms now available to help senior officers meet expanded responsibilities. Areas to be discussed include enhanced accessibility of real-time data, scalability and flexibility of platforms, and streamlined integrations/connections with ERP systems. This panel session is meant to provide a map of present and near-future technological solutions available to effect ongoing financial management, broadly defined, and increase corporate value.

Terry Hungle | CFO, Mavenir

Amer Charania| Head of AI, Best Buy

Abhi Ingle | Chief Product & Strategy Officer, SambaNova Systems

Dr. Steven Haynes | Program Director, Cybersecurity and Risk Management, UTDallas (moderator)

New Event in the Photo Gallery!

Wine Tasting Social | 10.28.25

FEI Dallas event photography and headshots by
james edward Creative  |  214-878-6008

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.

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. 

Not just for job seekers!

In addition to helping job seekers find employment, the Career Management group can assist employed members with skills needed to excel at their current position, plan for their next opportunity, and find solid qualified applicants for openings on their financial team.

Registration deadline | Thursday, November 13, 2025

Open to FEI members, and non-members who qualify for FEI membership. Pre-registration required. See registration site for instructions.

11.06.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Gleneagles Country Club

Real Estate SIG

DFW Airport Outlook and Real Estate Development

DFW Airport is rapidly expanding, with new terminals and infrastructure upgrades supporting its role as a global transportation hub. At the same time, the airport is driving major real estate development, including large-scale industrial parks, office buildings, hotels, and mixed-use projects on thousands of acres of airport property. These developments attract leading companies and create new business opportunities, making DFW a key engine for economic growth and commercial real estate activity in North Texas.

Chris Poinsatte, EVP and CFO, Dallas Fort Worth International Airport

Open to FEI Dallas members, and non-members with financial or executive roles in the real estate sector.

Event details and registration

11.11-11.13.25 | Up to 15 CPEs | Presented by FEI National

WEBINAR

2025 Corporate Financial Reporting Insights Conference

Event details and registration

11.12.25 | 6:00 p.m. (Central) | 3.5 CPEs | Presented by FEI SF Bay Area Chapter

WEBINAR

Fall 2025 CFO Bootcamp V: Debt Financing

This session will focus on the debt side of capital raising, covering options ranging from venture debt and revenue-based financing for early-stage companies to revolving credit facilities and traditional term loans for more established businesses to restructuring and distressed debt.

Event details and registration

11.18.25 | 11:00 a.m. (Central) | No CPE | Moss Adams x Baker Tilly

WEBINAR

Effective Third-party Due Diligence in the Age of AI

Event details and registration

11.19.25 | 6:00 p.m. (Central) | 3.5 CPEs | Presented by FEI SF Bay Area Chapter

WEBINAR

Fall 2025 CFO Bootcamp VI: Leadership and Managing Talent

In this session, we will explore practical techniques for keeping teams engaged, leading hybrid/remote teams, motivating employees, and influencing others. We will also share strategies for effective interviewing and hiring to ensure the right talent is brought into the organization. Panelists will share examples of common pitfalls to avoid, as well as stories on how strong people management not only elevated their teams but also helped propel their own careers.

Event details and registration

11.20.25 | 12:00 noon (Central) | Up to 2 CPEs | Presented by FEI National

WEBINAR

FinTech Innovations Expo: Solutions Showcase for Finance Leaders – November 2025

Event details and registration

12.02.25 | 10:00 a.m. (Central) | Up to 4 CPEs | Presented by FEI National

WEBINAR

Public Company Readiness Conference CPE-Accredited Replay

Event details and registration

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

Strategic Partners

Special Events Partner

Platinum Sponsors

Special Partners

Academic Partners

Communications/Media Partners