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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.

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

may contact Jackie Dunn for waitlist availability.

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, including an optional spouse/date/partner.
Pre-registration is required for all attendees.

Registration deadline | Wednesday 02.12.25

04.22.25 | Games & Speed Networking Social

Sidecar Social, Addison

Spring Social 2025

Open to FEI Dallas members and chapter sponsors.

Title Sponsor | RSM US LLP

Sponsorships available*

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

New Events in the Photo Gallery! 

Monthly Meeting 01.14.25

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

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, 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.

03.18.25 | 5:30-8:00 p.m. (Central) | 1.5 CPEs

Sherry Lane Place | Ground Floor Conference Room

5956 Sherry Lane

Dallas, TX  75225

Career Management Meeting with FENG

Effectively Handling the Most Critical Interview Questions – Part 2

In placing over 1,100 business professionals over the last 28 years, Jim Ashworth has conducted and documented over 5,000 interview follow-ups.  Very simply, he has learned that there are four areas of an interview that will determine which of typically 3-5 candidates will get hired.

In Part 2 of this two-part program, Jim will explain why traditional answers don’t work and how to more effectively handle these questions. Jim plans to conduct multiple role plays so our guests can experience the differences and more positive outcomes.
Jim Ashworth | Managing Partner, Ashworth, Tomerlin & Associates, LLC

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. | Event details and registration

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

02.13.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Moss Adams, 14555 Dallas Pkwy, Suite 300, Dallas, TX 75254

Technology SIG

Comerica's 2025 Economic Outlook

What will be the economic impact of the Trump 2.0 policy mix? What will be the macro effects of changes to tax rates, regulation, tariffs, and immigration policies, Is inflation's next move lower or higher? How far will the Fed cut this year? Will the deficit and debt finally matter this time around?
Bill Adams | Chief Economist, Comerica

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

Register by 02.11.25 | Event details and registration

02.26.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy, 6001 W. Park Blvd., Plano, TX  75093

Retail/Restaurant SIG

Fireside Chat with Steve Dennis

President and Founder of SageBerry Consulting and former Senior Retail Contributor at Forbes. With decades of experience in the retail industry, Steve will discuss the current state of retail and the critical trends shaping its future. Designed for leaders in the retail and restaurant sectors, this session will provide actionable insights into navigating today’s dynamic landscape and staying ahead of the curve.
Steve Dennis, President & Founder, SageBerry Consulting

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

Register by 02.24.25 | Event details and registration

02.12.25 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Third Party Attestation - ISO 42001

Join us for this webcast as speakers provide an in-depth exploration of ISO/IEC 42001, the international standard that outlines the requirements for establishing, implementing, maintaining, and continually improving an Artificial Intelligence Management System (AIMS) within organizations.

Event details and registration

02.12.25 | 4:00-6:30 p.m. (Central) | 1 CPE | Presented by TXCPA Dallas

IN-PERSON TOUR & PROGRAM

TUPPS Brewery, 402 E. Louisiana St., McKinney, TX 75069

TUPPS Brewery:  A Public-Private Partnership Success Story

Attendees will learn from representatives of the City of McKinney, McKinney Community Development Corporation, McKinney Economic Development Corporation, and TUPPS Brewery about the innovative public-private partnership driving redevelopment on the east side of McKinney. This catalyst project showcases collaboration between public and private entities to spur economic growth and community revitalization.

Event details and registration

$25 TXCPA members | $50 Non-members

Non-member fee is waived for FEI members who register with Alex Sarntee

02.19.25 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Tariffs and Trade: Navigating the 2025 Global Landscape

This webcast will delve into the potential consequences of these sweeping tariff changes and explore strategies to mitigate their effects.

Event details and registration

02.19.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Data Governance & The Modern Audit

Join BDO as we delve into the critical role that data management plays in an organizations’ operational efficiency, effectiveness, and in today’s business landscape.

Event details and registration

02.19.25 | 12:00  (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Demystify Webcast Series: Demystify Microsoft E5 Security

This webinar, hosted by Microsoft TSI and BDO, provides an overview of Microsoft’s comprehensive security suite, designed to detect, alert, and resolve cyber threats effectively.

Event details and registration

02.19.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Create an Organization of Change Makers

Manage transitions with confidence and reduce disruption when you create a culture that embraces change as a growth opportunity. Learn more.

Event details and registration

02.19.25 | 12:00  (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Navigating the Future: 2025 Life Sciences CFO Outlook Survey

Join us for an insightful webinar as we unveil the findings of the 2025 Life Sciences CFO Outlook Survey. Our panel of life sciences CFOs will delve into the critical themes shaping the future of the life sciences industry. Designed for CFOs, financial leaders, and industry stakeholders, this session will provide a comprehensive analysis of the challenges and opportunities that lie ahead.

Event details and registration

02.26.25 | 11:00 a.m.  (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Shareholder Meeting Agenda: Setting Expectations for Shareholder Meetings

As corporations head into annual shareholder meetings for 2025, join BDO as we examine key observations from BDO’S 2025 Shareholder Meeting Agenda publication.

Event details and registration

03.05-03.06.25 | 9.5 CPEs | Presented by Moss Adams

WEBINAR

2025 Telecommunications Regulatory Reporting Virtual Seminar

Federal regulatory reporting updates and Federal Communications Commission (FCC) policy reforms could impact your organization. Learn more.

Event details and registration

03.13.25 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

What Is so UP With Crypto?

Join BDO Tax professionals to learn which states have unclaimed property cryptocurrency provisions in state law, and learn about the indirect tax implications of cryptocurrency on your business.

Event details and registration

03.18.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: Top Priorities for Healthcare CFOs in 2025

BDO’s annual Healthcare CFO Outlook Survey examines how healthcare CFOs are adapting to the changing economic environment and devising strategies to thrive amid financial pressure.

Event details and registration

03.25.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Internal Audit Webcast Series: Future-Proofing Internal Audit: Integrating Analytics and Technologies Responsibly

This webcast will address the critical need for auditors to integrate advanced analytics and emerging technologies into their practices responsibly.

Event details and registration

03.27.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Cash Saving Opportunities for State & Local Taxes: Manufacturing Industry

Join BDO State & Local Tax professionals for an informative webcast dedicated to identifying cash-saving opportunities for manufacturers.

Event details and registration

03.27.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Transform Your Approach to Project Revenue Planning

Learn the strategies and tools of successful project revenue planning to streamline processes, improve accuracy, and make informed decisions.

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

04.09.25 | 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

04.16.25 | 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

04.22.25 | 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

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