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 EVENTS |
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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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SAVE THE DATE! |
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Open to FEI Dallas members, chapter sponsors, and event sponsors. |
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Sponsorships available |
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Contact Jackie Dunn for details. |
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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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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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09.23.26 | 4:30-6:30 p.m. (Central) | 1 CPE
Maggiano’s Little Italy, Plano
Energy SIG
Energy Market Outlook I Geopolitics Inflation and the Future of Oil and Gas
Geopolitical tensions, inflation, monetary policy, and shifting global supply and demand continue to shape the outlook for oil and gas. Featuring perspectives from the Federal Reserve and energy investment sector, this discussion will explore how these forces are influencing commodity prices, capital markets, and the broader economy—and what finance leaders should be watching as they plan for the future.
Kunal Patel, Senior Business Economics, Federal Reserve Bank of Dallas
Lane Britain, Managing Partner, PetroCap
Open to FEI Dallas members, and non-members with financial or executive roles in the energy sector. |
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Registration deadline | Monday 09.21.26 |
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Event details and registration |
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PARTNER EVENTS & RESOURCES |
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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. |
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SPECIAL EVENTS PARTNER |
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COMMUNICATION/MEDIA PARTNERS |
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