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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, please follow the instructions below to reset your password.

TO RESET YOUR PASSWORD

Click the "Reset Your Password Now" link below, then select "Provide/Reset my password" on the login page. Enter your FEI account email address or username, and click "Find My User Account." You’ll then receive an email with a secure link to complete your password reset.

[Reset Your Password Now »]

(https://my.financialexecutives.org/Security/Sign-In-Help)

We appreciate your patience as we work to improve your FEI experience.

If you have problems registering for FEI Dallas events after resetting your password, please contact Jackie Dunn, FEI Dallas Manager, prior to the registration deadline for that event.

Registration deadline | Tuesday, September 2, 2025

Password reset is required for all FEI website users to register for events.

If you haven’t already reset your password, see the instructions in the IMPORTANT NOTICE section of this issue.

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.

INVITATION ONLY

Open to FEI Dallas members who joined in the last year and guests who meet FEI membership qualifications. See registration instructions.

SAVE THE DATE!

Open to FEI Dallas members, their CPA staff who need Ethics credit, and guests who meet FEI membership qualifications. Pre-registration required. Guest fees may apply. See registration instructions.

SAVE THE DATE!

FEI Dallas Technology Symposium 2025

Navigating the Digital Frontier: Using Technology to Increase Corporate Value

12.09.25 | 7:30 Breakfast, 8:00-12:00 p.m. Programs | 4 CPEs available

Title Sponsor:  Workday, FEI Dallas Technology Partner

• Part 1 will provide a better understanding of emerging technological developments which are central to the role of the CFO, transformative, and which will significantly affect corporate value.

• Part 2 will move to the perspectives of CFOs as they use technology to build corporate value to public and private investors.

Open to FEI Dallas members who joined in the last year and guests who meet FEI membership qualifications.  Pre-registration required.  Guest fees may apply.

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.

Registration is open through the meeting end time.

Password reset is required for all FEI website users to register for events.  If you haven’t already reset your password, see the instructions in the IMPORTANT NOTICE section of this issue.

08.27.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

ERP Optimization with Copilot & Cloud Migration

Optimize your ERP systems and transition to the cloud to unlock greater efficiency and scalability. Discover how tools like Microsoft Copilot can streamline workflows and improve operational outcomes.

Event details and registration

08.27.25 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Crude Calculations: Navigating Compliance in Unclaimed Property for Oil & Gas

Oil and gas organizations face many complex state and local requirements. Among these, unclaimed property reporting obligations are frequently misunderstood.

Event details and registration

08.28.25 | 1:00 p.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Empowering Leaders to Unleash the Human Advantage in the Age of AI

Join us for a timely and practical conversation on how to Unleash the Human Advantage in the Age of AI. Drawing on proprietary research from BDO, this webinar explores how organizations can harness AI to augment human potential.

Event details and registration

08.28.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Increased Enforcement of CMS Risk Adjusted Data Validation Audits

As companies await these audits there are preemptive steps that can be taken to aid in preparedness, evaluate current coding gaps, and assess the size and scale of potential claw backs. This webcast will provide practical guidance for readiness, implementation, and ongoing monitoring of your company’s coding and reporting of risk-based payments.

Event details and registration

09.04.25 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

State Tax Considerations: Gain on the Sale of a Partnership Interest

Join BDO State & Local and Partnership Tax professionals for an informative webcast as they explain state income tax technical considerations and developments for sales of partnership interests.

Event details and registration

09.10.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Rebroadcast: Achieving Internal Audit Excellence

Join BDO for an insightful session where we will explore best practices for the audit committee's oversight of the internal audit function.

Event details and registration

09.11.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Navigating Transaction Phases - Strategies for Accounting Success

Join us for an insightful webinar as we explore the critical phases of transactions to help ensure successful acquisitions.

Event details and registration

09.16.25 | 10:00 a.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

The Shift from Cost-Plus to Fixed-Price – Risks, Pricing Models & Analytics

Join Infor and BDO for a live discussion on how A&D manufacturers and suppliers can reduce program risk, increase profitability, and deliver projects on time.

Event details and registration

09.17.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Bid Protest Update: Key Developments and Best Practices

This webcast will provide an overview of recent developments and trends in bid protest litigation, focusing on best practices for government contractors.

Event details and registration

09.18.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Manufacturing Growth in the Age of Disruption

Disruption is no longer the exception—it’s the new normal. From supply chain instability to digital transformation, manufacturers must rethink how they grow and compete.

Event details and registration

09.18.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Tech Advisory: Aligning People, Skills, and Systems

Event details and registration

09.18.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

BDO Talks Tariffs: Your 30 Min Monthly Briefing (September 2025)

With President Trump’s laser focus on tariffs as a means to advance U.S. foreign and domestic policy goals, this monthly webcast will provide the latest information on developments in the Administration’s trade policy and Presidential Proclamations, related congressional/legislative action, and agency investigations. Given the myriad of actions already taken, proposed actions/laws in the pipeline, and foreign retaliation underway, this webcast is a must for any multinational company.

Event details and registration

09.24.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Predict the Unpredictable: Harnessing AI for Smarter Risk Management

Discover how integrating AI into your risk management approach can help you unlock strategic improvements in defending your assets.

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

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.