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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.

01.14.25 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

FEI Dallas Monthly Meeting

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

Private Equity Outlook for 2025

This panel will explore the key trends and challenges shaping private equity in 2025. Industry leaders will discuss the impact of macroeconomic factors, such as interest rates, inflation, and geopolitical shifts, on deal activity and valuations.

Mark Dendle | CFO, Valtir LLC (moderator)

Stephen Tosha | Managing Director, Merrill Lynch

Paul Henley | Senior Managing Director, CEA Group

Jack Edmonds | Senior VP, Regions Bank

5:15-6:20 p.m. Networking Social

6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

Pia Orrenius | Vice President, Federal Reserve Bank of Dallas

Pia Orrenius is a labor economist at the Federal Reserve Bank of Dallas, working on regional economic growth and demographic change. She manages the regional and microeconomics group in the Dallas Fed Research Department, is executive editor of the publication Southwest Economy, and co-edited Ten Gallon Economy: Sizing up Economic Growth in Texas (2015, Palgrave MacMillan).

Pia’s academic research focuses on the labor market impacts of immigration, unauthorized immigration, and U.S. immigration policy. She is coauthor of the book Beside the Golden Door: U.S. Immigration Reform in a New Era of Globalization (2010, AEI Press).

This meeting is open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation 

Pre-registration at the FEI Dallas website is required | Registration pending

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

*Originally scheduled at the Dallas Fed, this meeting has been relocated to Northwood Club.

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

may contact Jackie Dunn for waitlist availability.

Save the Dates for other FEI Dallas Special Events!

We’ll let you know when registration is open.

01.30.25 | 5:30-7:30 p.m. (Central) | 1.5 CPEs

Park City Club, Dallas

FEI Dallas Small Forum Orientation (formerly called Peer Groups) 

Presented by Dr. Bert Parlee, Executive Coach, Licensed Clinical Psychologist and Psychotherapist, Stagen

Small Forums are small groups of 8-10 similarly situated peers that meet monthly in a high-trust setting to discuss professional and personal joys and challenges, sharing experiences from their own background which are often helpful in navigating life’s curveballs.  CEO Netweavers has them, Vistage has them, Chief has them, YPO has them… and now FEI Dallas has them.

We are opening enrollment soon to form several new Small Forum groups for the first time since before the pandemic.  Join us for this informational session to learn the personal and professional benefits of having a group of 8-10 similarly situated peers who truly understand the issues, stressors, joys and intensity that come with the types of roles that we hold within FEI, and are able to discuss in a high-trust setting.

In addition to traditional Small Forum groups which value diversity of membership, we are also hoping to form Small Forum groups for a few targeted membership areas:

Retired/Semi-retired

Women of FEI

5:30-6:00 p.m. | Check-in, Networking, Drinks & Hors d’oeuvres

6:00-7:30 p.m. | Informational session including two immersion exercises

Open to current FEI Dallas members | Registration pending

02.22.25 | Dinner Party & Entertainment

Texas Discovery Gardens, Fair Park, Dallas

Winter Social 2025: The Secret Garden

Open to FEI Dallas members and chapter sponsors, including a spouse/date/partner.

Title Sponsor | Fifth Third Bank

Sponsorships available*

04.22.25 | Games & Speed Networking Social

Sidecar Social, Addison

Spring Social 2025

Open to FEI Dallas members and chapter sponsors.

Title Sponsor | Available

Sponsorships available*

* Contact Warren Rapert, May Lee Harris or Jackie Dunn for sponsorship information.

New Events in the Photo Gallery! 

Wine Tasting Social | 10.30.24

Monthly Meeting | 11.12.24

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; members of the DFW FENG group; and alumni. 

Advance registration is not required for this event.

Open to members of FEI Dallas and Fort Worth, employed or unemployed, and DFW FENG members. CPE credit is available online via FEI’s CPE Center to FEI members who complete pre-registration and sign in/out at the meeting. FENG members do not need to register

Registration is open through the meeting end time.

Career Management Monthly Meetings 2024-25

Career Management meetings are held on the 3rd Tuesday of each month year-round in association with The Financial Executives Networking Group (The FENG) hosted by Bank of Texas and 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, and DFW FENG members. 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. FENG members do not receive CPE credit and do not need to register.

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

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