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Attention FEI Dallas Members! Please review and update your work/contact information and confirm your headshot by October 31 for the 2025-26 Membership Directory.

The Dallas Chapter publishes a hard-copy membership directory which is distributed to all chapter members in good standing to help connect with your FEI Colleagues and Chapter Sponsors. Each member has a personal listing showing name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot. Information for the listing is downloaded from the FEI member database.

Work & Contact Information | Review and update by October 31, 2025

Log in at the FEI website and click your name on the top right to review and update your profile information. Changes to work and contact information will be reflected in both the Chapter’s printed directory and at the online member directory. Profiles may be updated at any time; however, updates by October 31 are ensured to be included in this year’s printed member directory.

Headshots | New headshots are due by October 31, 2025

Dallas members are strongly encouraged to keep your headshot current to facilitate connecting with your FEI colleagues. If you are sending a new headshot, please be sure it is a high-resolution image for print (300 dpi). Web images are usually low-resolution and not suitable for a print publication. Email your new headshot to Sharla Hibberd at sharla.hibberd@feidallas.org by October 31.

If you do not submit a new headshot, we will carry forward the headshot from the most recent directory, if you had one. 

Note – We do not download headshots from the FEI online directory for use in the printed directory, nor do we upload new headshots to the online directory.

Exclusively for FEI Dallas Members – If you had a new headshot taken at the September 8 meeting, the photographer will provide your headshot to Dallas staff at no cost to you for use in the printed directory. (See the Professional Headshots section below for how to review your headshot.) If you wish to display your new headshot in the member directory, please advise Sharla Hibberd at sharla.hibberd@feidallas.org by October 31.

Professional Headshots taken at the September 8 meeting

Any attendee – FEI Member, Chapter Sponsor or Guest – who attended the FEI Dallas meeting on September 8 had the option to have a headshot taken. Headshots are available for review and purchase at the ORDER LINK below. Special pricing is in effect courtesy of our photographer.

LIMITED TIME SPECIAL PRICING

$49 through 10.24.25

$129 through 11.07.25

$249 beginning 11.08.25

ORDER LINK

www.jamesedward.com/feiportraits2025

james edward Creative

www.jamesedward.com

Registration deadline | Monday, November 3, 2025

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.

REGISTRATION OPEN!

Registration deadline | Tuesday, October 21, 2025

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!
October Monthly Meeting | 10.13.25

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.

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.

10.22.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Armanino Office

Healthcare SIG

A Peek into the UnitedHealthcare’s Affordability Agenda

With health care trends at a 12-year all time high, UHC will discuss how it is helping its clients drive affordability through fundamental execution, AI advances and as well innovative solutions to simplify the member experience

Jean-Francois Beaule | EVP, Design and Innovation, UnitedHealthcare Group

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

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

11.06.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Gleneagles Country Club

Real Estate SIG

DFW Airport Outlook and Real Estate Development

DFW Airport is rapidly expanding, with new terminals and infrastructure upgrades supporting its role as a global transportation hub. At the same time, the airport is driving major real estate development, including large-scale industrial parks, office buildings, hotels, and mixed-use projects on thousands of acres of airport property. These developments attract leading companies and create new business opportunities, making DFW a key engine for economic growth and commercial real estate activity in North Texas.

Chris Poinsatte, EVP and CFO, Dallas Fort Worth International Airport

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

Event details and registration

10.21.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

How AI is Reshaping the Built World

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 | 1:00 p.m. (Central) | No CPE | Moss Adams x Baker Tilly

WEBINAR

Financial Planning Essentials: Strategies for Every Life Stage

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

10.23.25 | 12:00 noon (Central) | 1 CPE | Moss Adams x Baker Tilly

WEBINAR

Cybersecurity in the Financial Services Industry: Debunking Quick Fixes and Investing in What Really Works

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 | 11:00 a.m. (Central) | 1 CPE | Moss Adams x Baker Tilly

WEBINAR

2026 Cybersecurity Predictions

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

11.18.25 | 11:00 a.m. (Central) | No CPE | Moss Adams x Baker Tilly

WEBINAR

Effective Third-party Due Diligence in the Age of AI

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

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