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FEI Dallas has changed the distribution system for our Newsletters and Upcoming Events emails, and some recipients may no longer be receiving our communications. If you suspect you’re not receiving our publications, please check your Junk/SPAM folders and Quarantine. If that doesn’t resolve the issue, contact sharla.hibberd@feidallas.org.

Summer Series meetings are open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per the chapter’s Guest Policy.  Pre-registration is required for all attendees.  *SPECIAL BENEFIT FOR FEI DALLAS MEMBERS:  Bring your financial staff at no charge!  See the Guests section at the registration site for more information.

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

may contact Jackie Dunn for waitlist availability.

Registration deadline | Tuesday, July 1, 2025

Registration deadline | Wednesday, August 6, 2025

SAVE THE DATE!

Open to all FEI Dallas members (employed & unemployed) | Limited capacity

Speed Networking Socials will be held in lieu of the regularly scheduled

FEI Dallas Career Management meetings in August and February.

Monthly Meetings have concluded for 2024-25 and will resume in September 2025 for FY26. In the meantime, remember that FEI Dallas meets year-round with many events between now and fall, including our Spring Social in April, Special Interest Group meetings, monthly Career Management meetings, and the Summer Professional Development Series hosted by our Academic Partners: University of Texas at Dallas, University of North Texas, and the University of Dallas.

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

Our sponsors support us both with their service and monetarily. Please seek out our sponsors at events, get to know them, and always give them a chance to earn your business. Scroll down for a list of 2024-25 sponsors.

If you need a contact at a sponsor company, refer to the sponsor section in our annual membership directory or 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 is open through the meeting end time.

08.19.25 | 5:30-8:00 p.m. (Central) | No CPE | SAVE THE DATE | Limited capacity

Sherry Lane Place, Dallas

Speed Networking Social | Not just for job seekers!

Presented by FEI Dallas Career Management & Financial Additions

Open to all FEI Dallas members (employed & unemployed) and event sponsors.  The Speed Networking Series will be held in lieu of regularly scheduled FEI Dallas Career Management meetings in August 2025 and February 2026.  Registration for the August event will open in mid-July.  Food & Beverages provided by S+H Consulting / S+H Search.

09.16.25 | 5:30-8:00 p.m. (Central) | 1.5 CPEs

Sherry Lane Place, Dallas

Career Management Meeting 

Manage Your Career in 2025

Join us for a question & answer discussion on ways to better manage your career as a financial leader.  This is your chance to ask any question you would like, about how to manage your financial career in 2025.
Stephen Konstans | Managing Director, ZRG Partners

Event details and registration

06.24.25 | 4:30-6:30 p.m. (Central) | No CPE

55 Seventy

G.R.O.W. SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 

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

Event details and registration

06.24.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Building Your AI Playbook

Event details and registration

06.24.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Internal Audit Webcast Series: Navigating Third Party Risk: Internal Audit’s Strategic Role

Learn how to safeguard your organization from potential risks posed by vendors, suppliers, and other third parties, as you help to ensure compliance and protect your business interests.

Event details and registration

06.25.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Risk Management 101 for Foundations

Event details and registration

06.25.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Future-Proof Your Applications: Secure, Modernize, and Optimize

Application modernization can enhance efficiency, agility, and scalability—but without a strong security foundation, these benefits come with increased risk.

Event details and registration

06.26.25 | 9:30 a.m. (Central) | No CPE | Presented by FEI

VIRTUAL CONFERENCE

FinTech Innovations Expo: Q3 2025 Solutions Showcase for Finance Leaders

As the financial technology market continues its rapid growth, finance leaders must stay ahead to drive efficiency, accuracy, and strategic decision-making. FinTech Innovations Expo: Q3 2025 Solutions Showcase for Finance Leaders, held virtually on June 26, builds on previous discussions with a deeper dive into cutting-edge solutions reshaping the finance function.

This quarter, we welcome industry leaders who will bring fresh insights and innovations to streamline financial operations. Engage with experts, explore advanced solutions, and discover new strategies to optimize your organization’s financial performance.

Event details and registration

06.26.25 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Summer 2025 Tax Update for Not-for-Profit Organizations

Event details and registration

06.26.25 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Thinking Beyond Tariffs: Planning For Uncertainty in Today's Middle Market

Event details and registration

07.09.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q2 2024 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2025” webcast 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

07.10.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Tax Trends: Quarterly Tax Roundtable

Event details and registration

07.16.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q2 2025 IFRS Accounting Standards Quarterly Update

Each quarter, BDO USA's IFRS leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today's hot topics and developments.

Event details and registration

07.30.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Building Resilience Game Changer Webcast Series

Discover how to navigate complex challenges, strengthen your organization, and achieve sustainable growth in today’s ever-changing environment.

Event details and registration

07.30.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Unleashing Business Growth: How AI and Copilot Drive Transformation

Artificial Intelligence is no longer a future concept—it’s reshaping how businesses operate today. Tools like Microsoft Copilot are helping organizations unlock new levels of productivity, accelerate decision-making, and enhance collaboration across teams. 

Event details and registration

07.31.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Elevate Your Financial Reporting Process

Event details and registration

Partner Resources

WEBINAR | ON-DEMAND | Presented by Baker Tilly

Strategies to address the new SEC cyber disclosure rule (and how to do it!)

The SEC recently released a new cyber disclosure rule requiring public companies to disclose information about their cybersecurity governance practices as well as impacts associated with material cyber incidents. While they include information on what is required to be disclosed, they don’t address how organizations might design their processes and controls to accurately address those disclosure requirements. One approach may be to utilize the American Institute of Certified Public Accountants (AICPA) cybersecurity risk management framework.  

Read the article and watch the webinar recording to learn more.

WEBINAR SERIES | ON-DEMAND | Presented by Baker Tilly

Digital forward: A webinar series

Technology has increased customer expectations, catapulted productivity, and unlocked the power of data. But simply implementing the latest technology isn’t going to give your organization the competitive edge it’s likely looking for. True digital transformation empowers leaders to create a forward-looking culture of innovation. Join us for the continuation of Digital forward, a six-part webinar series, that shares leading insight into how to transform into a digital-first organization.

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