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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.

Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration is required for all attendees.

Registration deadline | Tuesday 04.01.25

Monthly Meetings are held on second Tuesdays (September-April) at Northwood Club in North Dallas unless otherwise noted. Meetings are open to FEI Dallas members and their guests; chapter sponsors; and prospective members and other non-members by invitation.

FEI Dallas Monthly Meetings 2024-25

Open to FEI Dallas members and sponsors.  Pre-registration required for all attendees.
Sponsorships available starting at $1250.

Contact Warren Rapert, May Lee Harris, or Jackie Dunn for details.

New Events in the Photo Gallery! 

Winter Social: A Secret Garden | 02.22.25

Monthly Meeting | 03.11.25

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

Deborah Southwell is a long-time FEI member, having continuously served on the Dallas Board of Directors since she joined in 2011. She is a past Dallas President, serving on several committees and in officer leadership positions along the way. She has also served on the National FEI Board and several National committees including the annual Financial Leadership Summit planning committee.  Deborah is a recipient of FEI’s Distinguished Service Award.

Deborah has a deep legacy of servant leadership with FEI Dallas. Some consider her biggest claim to fame is our annual Wine Tasting Social, having been a founding committee member in 2011 and instrumental in shaping it over the years to the wonderful event it is today.

Deborah has not only been a mentor to many FEI members but, more importantly, she has been our advocate and friend.

Now Deborah needs us. 

Deborah learned this past year that she is in kidney failure and requires dialysis.  She must have cash on hand for the transplant surgery and anti-rejection drugs when a kidney becomes available.

We ask our FEI friends today to keep Deborah in your thoughts and prayers, and to contribute to her GoFundMe as you are able:  https://gofund.me/58e07e01

With our sincere appreciation,

Deborah’s FEI Family

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.

Open to members of FEI Dallas and Fort Worth, employed or unemployed. CPE credit is available online via FEI’s CPE Center to FEI members who complete pre-registration and sign in/out at the meeting.

Registration is open through the meeting end time.

05.20.25 | 5:30-8:00 p.m. (Central) | 1.5 CPEs

Sherry Lane Place, Dallas

Career Management Meeting 

The Art of Hello® Professional Branding-Be Remembered in a Noisy World

As professionals we all deserve to be known for our achievements, and to be understood for our value proposition. The Art of Hello is a simple to employ technique for introducing yourself to people in a way that the listener understands the essence of your professional life. It is a powerful way to frame your professional image and for others to recognize you and act as your advocate. Once scripted and perfected, your Art of Hello introduction is a durable asset. It is useful for emerging professionals, for senior leaders, for business owners, for those seeking positions on boards, and job seekers. A well-conceived Art of Hello introduction is the old-fashioned elevator pitch polished up to a professional level with a memorable impact. It differentiates you from others. So simple to recognize when done well, and so hard to make one your own. Paula provides the background, tips and rules and a three-step method that results in you having a professional brand introduction of your own to use, that day. It’s called The Art of Hello.
Paula Calise, Co-Founder | Principal Recruiter, Linked Executive Search

Open to members of FEI Dallas and Fort Worth, employed or unemployed. CPE credit is available online via FEI’s CPE Center to FEI members who complete pre-registration and sign in/out at the meeting.

Event details and registration

Career Management Monthly Meetings 2024-25

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 members of FEI Dallas and Fort Worth, employed or unemployed. CPE credit is available to FEI members who register in advance at the FEI Dallas website. Registration is open through the end of the meeting. 

Career Management meetings are not just for job seekers!

In addition to helping job seekers, 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.

2024-25 Schedule

04.10.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy, Plano

Energy SIG

Carbon Removal Strategies: Financial Perspectives on Engineers and Nature-Base Solutions

Join us for an insightful panel discussion tailored for financial leaders in the energy sector, focusing on the multifaceted approaches to carbon removal. Our distinguished speakers will delve into both technological and nature-based strategies, offering a comprehensive understanding of the financial implications and opportunities within this critical area.
Brian Thomas, Partner & CEO, Carbon Rho
Derek Folger, Founder and VP Commercial, Lapis Carbon Solutions
Eamon Cullinane, Director, Renewable Energy Markets, Turner, Mason & Company

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

Register by 04.08.25 | Event details and registration

04.16.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy, Plano

G.R.O.W. SIG

Nutrition For The Busy Professional

So many of us struggle to maintain a healthy lifestyle due to demanding schedules, stress, and convenience-driven eating habits. This can be even more challenging for women who ALSO have to carve out time for kids, aging parents and their own self-care. This presentation provides practical, evidence-based strategies to help professionals optimize their nutrition and overall health for today while caring for their “future selves”.
Meridan Zerner, Dietitian Nutritionist, Cooper Aerobics

Open to FEI Dallas members, and non-members with financial or executive roles, and interest in Growth, Resources, and Opportunities for Women.

Register by 04.14.25 | Event details and registration

04.23.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Moss Adams

Technology SIG

AI at the Edge: Managing Risk, Compliance, and Data Security in a Rapidly Evolving Landscape

As artificial intelligence tools become increasingly accessible, organizations are facing a new frontier of risk. Employees are adopting AI applications outside traditional IT oversight, creating gaps in governance, security and compliance. This session brings together thought leaders in finance, technology, and data analytics to discuss the critical challenges of protecting confidential information and navigating regulatory uncertainly.
Anil Earla, Global Chief Data and Analytics Officer, Kimberly-Clark
Babar Bhatti, AI Customer Success,  Dallas AI / IBM
Omar Choucair, Chief Financial Officer, Trintech
Peter Vogel, Attorney & Counselor at Law, Vogel IT Law

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

Register by 04.21.25 | Event details and registration

04.24.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Grandscape COSM

Real Estate SIG

The Future of Emmersive Entertainment: How COSM is Transforming Grandscape

Dallas is becoming a hub for cutting-edge entertainment, and COSM is leading the way. Join Robert McFarlane, Head of Venue Development at COSM, as he shares how this revolutionary venue is sharing the future of immersive experiences at Grandscape. This session will explore the business strategy behind COSM’s expansion, the financial and operational considerations of venue development, and what it means for the future of entertainment and real estate in Dallas. 
Robert McFarlane, Head of Venture Development, COSM

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

Register by 04.21.25 | Event details and registration

04.02.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Risk Management for Mission-Driven Boards

Safeguard assets, maintain compliance, and achieve your strategic objectives with risk management strategies for mission-driven boards.

Event details and registration

04.08.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Use Private Credit for Shareholder Liquidity and Growth

Event details and registration

04.09.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q1 2025

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q1 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

04.09.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Professional Services: Harness AI and Automation

Event details and registration

04.09 - 04.10.25 | 1 CPE Credit Per Session | Presented by FEI

VIRTUAL CONFERENCE

AI in Finance and Accounting 2025: Managing Governance, Adapting the Workforce

Delve into the transformative impact of artificial intelligence on financial and accounting governance and the impact on workforce dynamics. This two-day virtual conference is designed to equip financial leaders with the knowledge and strategies necessary to navigate the evolving landscape of AI integration in finance and accounting.

Event details and registration

04.15.25 | 1:00 p.m. (Central) | 1 CPE Credit Per Session | Presented by FEI

VIRTUAL CONFERENCE

FinTech Innovations Expo: Q2 2025 Solutions Showcase for Finance Leaders

As the global fintech market is projected to reach $324 billion by 2026, finance leaders like you need to stay ahead of the curve to drive efficiency, accuracy, and strategic decision-making in your organization. FinTech Innovations Expo: Q2 2025 Solutions Showcase for Finance Leaders, held virtually on April 15, is designed to empower CFOs, finance directors, controllers, and other decision-makers with the insights they need.

Hear cutting-edge insights into transformative finance solutions from Ambetter Health and FutureView Systems. Connect with industry leaders, explore innovative solutions, and discover ways to enhance efficiency and precision in the finance function.

Event details and registration

04.16.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q1 2025 IFRS Accounting Standards Quarterly Update

Each quarter, BDO USA's IFRS leaders will provide updates to international standards.

Event details and registration

04.16.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Enhance Your Decision-Making with Accurate Cash Forecasting

Event details and registration

04.22.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Internal Audit Webcast Series: Strengthening Corporate Governance and the Key Role of Internal Audit

In this session, our team will discuss governance structures and how internal audit can help ensure compliance and mitigate risk through specific practices.

Event details and registration

05.15.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Fundraising and Development Strategies for Boards

Improve fundraising efforts with strategies that enhance board participation, equipping your organization to tackle challenges effectively.

Event details and registration

06.11 - 06.12.25 | Up to 14.5 CPE Credits | Presented by FEI

VIRTUAL CONFERENCE

43rd Annual SEC and Financial Reporting Conference (Hybrid Event)

The premier annual gathering on the West Coast, the 43rd Annual SEC and Financial Reporting Conference facilitates interaction between industry leaders, accounting executives, and policy setters from the U.S. Securities and Exchange Commission (SEC), the Financial Accounting Standards Board (FASB), and the Public Company Accounting Oversight Board (PCAOB).

Event details and registration

06.12 - 06.13.25 | Up to 14.5 CPE Credits | Presented by FEI

VIRTUAL CONFERENCE

Future of Technology in Finance Forum 2025 (Hybrid Event)

In today's rapidly evolving financial landscape, staying ahead isn't just an advantage—it's an imperative. As technology continues to redefine finance, it's essential for leaders and their teams to stay informed, adapt, and innovate.

Get your passport to practical insights, real-world examples, and the latest cutting-edge technologies reshaping finance at FEI’s Future of Technology in Finance Forum. From AI to groundbreaking financial planning tools, this hybrid conference has been meticulously crafted to equip you with actionable strategies to harness technology effectively, driving growth and profitability for your organization.

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

07.16.25 | 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

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