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IMPORTANT NOTICE TO ALL FEI WEBSITE USERS – INCLUDING SPONSORS

FEI has launched a new Association Management System (AMS). As part of this important upgrade, all website users must reset their password to be able to access their FEI account and register for events. If you haven’t already reset your password and need instructions, contact Jackie Dunn, FEI Dallas Manager.

Registration deadline | Monday, October 6, 2025

Password reset is required for all FEI website users to register for events. If you haven’t already reset your password click here for instructions.

Open to FEI Dallas members, chapter sponsors, guests who meet FEI membership qualifications, and other non-members by invitation per the chapter’s Guest Policy.

Pre-registration required. See registration site for instructions.

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.

SAVE THE DATE!

Open to FEI Dallas members and sponsors. Pre-registration required.

Sponsorships Available! Contact Warren Rapert, Terry Beneke, Dave Siebert, or Jackie Dunn for information.

SAVE THE DATE!

Open to FEI Dallas members and their guests, sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration required. Guest fees may apply.

Sponsorships Available! Contact Warren Rapert, Terry Beneke, Dave Siebert, or Jackie Dunn for information.

New Event in the Photo Gallery!
September Monthly Meeting | 09.08.25

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.

**NOTE REGISTRATION DEADLINE**

Registration deadline | Thursday, October 9, 2025

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

Password reset is required for all FEI website users to register for events. If you haven’t already reset your password click here for instructions.

11.18.25 | 5:30-8:00 p.m. (Central) | 1 CPE

Sherry Lane Place

The Fog of Work | Career Meeting

This workshop, based on Adam Tarnow’s upcoming book to be published by Wiley & Sons in early 2026, offers a simple, repeatable way to find clarity, especially when everything feels unclear. It provides a fresh perspective on leadership in the middle of an organization. Through personal stories, practical frameworks, and powerful reflection tools, participants will learn how to always find a path forward even when one isn’t immediately visible.

Adam D. Tarnow  | Partner, PeopleWorks International

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

Event details and registration

09.30.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

Retail-Restaurant SIG

Demystifying Personal Property Tax: Trends, Compliance & Strategic Insights

Business personal property tax remains a complex and often overlooked area of compliance. In this session, experts from Modern Tax and Baker Tilly will break down key challenges, recent trends, and practical strategies to help businesses stay compliant and minimize risk. Attendees will walk away with a clearer understanding of how to better manage assessments, audits, and appeals.
Georgene Niessen | Partner – Business Personal Property, Modern Tax
Desmond Ward | Partner – Business Personal Property, Modern Tax
Susan Starns | Director - SALT Property Tax Operations, Baker Tilly
Nick Diaz | Executive Vice President, Amegy Bank (Moderator)

Open to FEI Dallas members, and non-members with financial or executive roles in the retail and restaurant sectors.

Event details and registration

10.07.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

Energy SIG

Regulatory Shifts and Renewable Impacts: The One Big Beautiful Bill in Practice

Since the start of the new administration, regulatory frameworks have undergone significant changes that reshape corporate strategy, compliance, and investment priorities. At the center of this transformation is the One Big Beautiful Bill—a sweeping piece of legislation that has set the tone for corporate governance, capital allocation, and sustainability. This panel will explore its broad impact on corporations, dive into the complexities of renewable energy credits, and consider what these regulatory shifts mean for long-term growth and resilience. Panelists will share perspectives from across the industry, followed by an interactive discussion with the audience.

Eamon Cullinane | Director, Renewable Energy Market, Turner, Mason & Company

Cinda Lohmann | EVP, Fuels Regulatory Practice, Turner, Mason & Company

Eric Goff | Tax Partner, Whitley Penn

Chase Pexton | Director of Finance & Valuations, NGP

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

Event details and registration

10.09.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Whitley Penn

Manufacturing-Distribution SIG

Cargo Theft in North America—Issues, Trends, and Preventative Actions

Panel discussion of the rising amount of cargo theft being encountered in North America with carrier, insurance, and legal perspectives being covered.

Shannon Conway | Of Counsel, Platt Richmond PLLC

Ryan Kiefer | SIG Lead, Travelers Investigative Services

Gregg Zody | General Director, Consumer Products, BNSF Railway

Craig Helmreich | President & Founder, Helmreich Law LLC

Terrance Pohlen | Professor | Senior Associate Dean, University of North Texas

Open to FEI Dallas members, and non-members with financial or executive roles in the manufacturing and distribution sectors.

Event details and registration

10.15.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

G.R.O.W. SIG

The Style Advantage

Using a combination of data, research, proven strategies, and real-life experience, Elisa delivers the blueprint for leveraging your style as a game-changing tool for business success. She breaks down how minor wardrobe tweaks can deliver big results and transform how you feel, work, and interact with others. Elisa empowers professionals to unlock their inner power through style so they can shine from the inside out and influence the energy in the room.

Elisa Ellis | Wardrobe Stylist, Turnkey Style

Open to FEI Dallas members, and non-members with financial or executive roles.

Event details and registration

10.23.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Trintech Office

Technology SIG

Navigating Debt Deductions and Tariffs Under the “Big Beautiful Bill”

This session will provide finance and executive leaders with practical insights into managing debt deductions and tariffs in light of the “Big Beautiful Bill” and its implications. Ben Isley, Principal at Baker Tilly, will share tax perspectives and strategies he has used to guide hardware clients through recent regulatory challenges. Following this, a CFO/President will offer an executive viewpoint on navigating tariff pressures and adapting to the evolving business landscape. Together, the discussion will provide both technical and leadership perspectives to help organizations make informed decisions.

Benjamin Isley | Principal, Baker Tilly US

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

Event details and registration

09.30.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Innovating Revenue Cycle Management with Intelligent Automation

Discover the transformative power of intelligent automation in revenue cycle management, as it reshapes operational workflows, streamlines billing processes, and improves financial stability in provider organizations.

Event details and registration

09.30.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Internal Audit Webcast Series: Top 10 SOX Priorities and Considerations for Internal Auditors

In this session, our speakers will discuss practical strategies and priorities for internal audit teams to help the organization mitigate risks and meet SOX compliance and regulatory requirements effectively.

Event details and registration

10.01.25 | 10:00 a.m. (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Building Your AI Playbook With IFS and Baker Tilly

Event details and registration

10.02.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Drive Growth With a Customer Profitability Plan

Event details and registration

10.08.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q3 2025 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q3 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

10.08.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q3 2025 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q3 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

10.15.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q3 2025 IFRS Accounting Standards Quarterly Update (Live Session)

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

10.15.25 | 6:00 p.m. (Central) | 3.5 CPEs | Presented by FEI SF Bay Area Chapter

WEBINAR

Fall 2025 CFO Bootcamp I: CFO and the Law

This session will provide a broad overview of the legal issues that CFOs most often encounter, including corporate governance, fiduciary duties, risk mitigation, contract negotiation, and employment law. We will also address related areas such as contract management and regulatory compliance, along with the emerging set of legal considerations related to artificial intelligence – such as data privacy, security, and liability for AI-driven decisions.

Event details and registration

10.21.25 | 12:00 noon (Central) | CPE Available | Presented by BDO USA LLP

WEBINAR

Healthcare Provider Organizations: Outlook for Growth

Join industry leaders from the Advisory Board and the BDO Center for Healthcare Excellence and Innovation as we explore the future of growth for healthcare provider organizations.

Event details and registration

10.22.25 | 6:00 p.m. (Central) | 3.5 CPEs | Presented by FEI SF Bay Area Chapter

WEBINAR

Fall 2025 CFO Bootcamp II: Financial Management

The CFO’s primary role is the overall financial management of the company – ensuring that the books are accurate, cash is managed effectively, tax obligations are met, and the organization is audit-ready. This session will unpack the four core disciplines of financial management: accounting, audit, treasury, and tax, with practical insights from leaders across these functions.

Event details and registration

10.28.25 | 3:00 p.m. (Central) | 1 CPE | Presented by FEI Central PA Chapter

WEBINAR

ONE BIG BEAUTIFUL BILL ACT (OBBBA) Provisions and Outlook: Tax Legislation in 2025 and Beyond

You are cordially invited to join us for an insightful virtual webinar featuring Andrew Prior, Managing Director of Washington National Tax Services Tax Policy Services at PwC.

Event details and registration

10.29.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Thrive in Chaos: Achieving Operational Excellence with AI and Copilot

Achieve operational excellence by leveraging AI tools like Copilot to streamline workflows and enable sustainable growth. Learn strategies for building resilience while adapting to changing market dynamics.

Event details and registration

10.29.25 | 6:00 p.m. (Central) | 3.5 CPEs | Presented by FEI SF Bay Area Chapter

WEBINAR

Fall 2025 CFO Bootcamp III: Strategic Planning and FP&A

This session will cover FP&A roles, responsibilities, and structure. We will delve into the many aspects of the FP&A function, including budgeting, strategic planning, business partnering, reporting, and dashboards. In addition, we will highlight other specialized areas where FP&A often has a leadership role — such as profitability analysis, digital transformation, data governance, and FP&A systems. Throughout the session, we will share best practices (and cautionary tales of worst practices) drawn from real-world examples, as well as techniques to build trust and collaboration across the organization.

Event details and registration

11.05.25 | 6:00 p.m. (Central) | 3.5 CPEs | Presented by FEI SF Bay Area Chapter

WEBINAR

Fall 2025 CFO Bootcamp IV: Equity Financing

This session will focus on the equity side of capital raising, from preferred stock rounds to public company offerings. Panelists will unpack key terms in equity financing — including liquidation preferences, participation rights, conversion mechanics, and valuation considerations — and explore how these terms shape ownership, board dynamics, governance, and long-term strategy.

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

11.19.25 | 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

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

FEI is undergoing a transition to our new Association Management System and some links are unavailable at this time. We appreciate your patience as we complete this important upgrade.