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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.

A very exciting Summer Professional Development Series is in the works with breakfast programs presented by FEI Dallas Academic Partners: The University of Texas at Dallas, the University of Dallas, and the University of North Texas. Stay tuned for more details and registration information. 

Summer Series meetings are open to FEI Dallas members, chapter sponsors, and prospective members and other non-members by invitation per our guest policy. FEI Dallas members may invite your financial staff to accompany you to Summer Sessions at no charge. Pre-registration is required for all attendees.

SAVE THE DATES!

06.25.25 | 7:30-9:45 a.m. | 2 CPEs 

Presented by The University of Texas at Dallas, Jindal School of Management, Executive Education

Estimating the ROI of Investments in Artificial Intelligence

Location | UT Dallas, JSOM, Richardson

07.08.25 | 7:30-9:45 a.m. | 2 CPEs 

Presented by the University of Dallas

Leading Through Adaptive Challenges

J. Lee Whittington | Dean, University of Dallas Gupta College of Business

Location | Irving Campus, SB Hall, Gorman Dr.

08.13.25 | | 7:30-9:45 a.m. | 2 CPEs

Presented by the University of North Texas, G. Brint Ryan College of Business

A Primer on ESG 

Location | UNT Frisco Landing, Frisco

Monthly Meetings have concluded for 2024-25 and will resume in September 2025 for FY26. In the meantime, remember that FEI Dallas meets year-round with many events between now and fall, including our Spring Social in April, Special Interest Group meetings, monthly Career Management meetings, and the Summer Professional Development Series hosted by our Academic Partners: University of Texas at Dallas, University of North Texas, and the University of Dallas.

New Events in the Photo Gallery! 

Spring Social: Games & Speed Networking | 04.22.25

Monthly Meeting | 04.08.25

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 non-members by invitation who qualify for FEI membership. CPE credit is available online via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.

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, 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

05.21.25 | 4:30-6:30 p.m. (Central) | No CPE

Sevy's Grill

Real Estate SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 

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

Event details and registration

05.22.25 | 4:30-6:30 p.m. (Central) | No CPE

Times Ten Cellars

Manufacturing/Distribution SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 

Open to FEI Dallas members, and non-members with financial or executive roles in the Manufacturing and Distribution sectors.

Event details and registration

05.29.25 | 4:30-6:30 p.m. (Central) | No CPE

Sevy's Grill

Healthcare SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 

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

Event details and registration

06.12.25 | 4:30-6:30 p.m. (Central) | No CPE

55 Seventy

Energy SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 

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

Event details and registration

05.21.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Navigating Cross-Border Wealth Challenges

Join BDO’s professionals as they explore the complexities of cross-border tax and estate planning. This session will cover the challenges and opportunities of managing wealth across multiple jurisdictions, including tax treaties, residency considerations, and compliance requirements.

Event details and registration

05.21.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Building Resilient Enterprises: Safeguard Intelligence-Integrated Applications: Strategies for Secure & Trusted AI Integration

Your marketplace is transforming with Artificial Intelligence, forcing a new competitive state built on client personalization, targeted marketing, manufacturing efficiency, development speed, and more.

Event details and registration

05.22.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Transaction Preparedness: Insights from Experience

In this webcast, we will hear from experienced executives regarding some common pitfalls and what you can do to better prepare for a transaction. Gain valuable knowledge that will help you navigate your next transaction and be able to readily execute.

Event details and registration

05.22.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Grow Recurring Revenue with Salesforce and NetSuite

Event details and registration

05.27.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

ISO 42001: How Tech Companies Can Promote Trust in AI Systems

Join us for this insightful webcast designed specifically for technology companies, where our speakers will delve into ISO/IEC 42001, the international standard that sets the benchmark for establishing, implementing, maintaining, and continually enhancing an internal Artificial Intelligence Management System (AIMS).

Event details and registration

05.28.25 | 1:30 p.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

BDO Talks Tariffs: Your 30 Min Monthly Briefing Webcast Series

This monthly, 30-minute webcast focuses on President Trump's emphasis on tariffs as a tool for advancing U.S. foreign and domestic policy. It will provide up-to-date information on the Administration's trade policy, Presidential Proclamations, related congressional and legislative actions, and agency investigations. With numerous actions already implemented, proposed laws in progress, and foreign retaliation, this webcast is essential for multinational companies, particularly those operating in China, the U.S., the E.U., Mexico, and Canada.

Event details and registration

05.28.25 | 1:30 p.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

BDO Talks Tariffs: Your 30 Min Monthly Briefing (May 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.

Event details and registration

05.28.25 | 2:00 p.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Navigating Export Controls: Diverse Perspectives Five Months into the Trump Administration

Join us for a compelling webcast that examines the evolving landscape of export controls under the Trump Administration.

Event details and registration

05.28.25 | 5:30-8:30 p.m. (Central) | No CPE | Presented by AE Group of Executives

IN-PERSON | Las Colinas Country Club, Irving TX

An Evening of Executive Networking and DFW Regional Economic Development Speakers

Speakers from the North Texas Economic Development Partners and Goldman Sachs and will give updates on local economic developments in 2024 and projections for 2025 and 2026. Afterwards there will be an opportunity to network with senior level business leaders from DFW in all functional areas. Drinks and hors d’oeuvres will be served. The event is hosted by Brian Steidinger, founder of the AE Group of Executives.

Pre-registration requested via email to brian.steidinger@wellsfargoadvisors.com or text Brian Steidinger at 817-646-3567.

05.29.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Unclaimed Property Compliance: What You Need to Know

Please join BDO Unclaimed Property professionals for our annual compliance update. We’ll review state unclaimed property legislative, regulatory, and administrative changes that can directly affect your company.

Event details and registration

05.29.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Tax Strategist Cross-Border Webcast Series

Growth opportunities are driving business decisions across borders, creating the potential for greater value as well as increased tax complexity and risk. The BDO Tax Strategist Cross-Border quarterly webcast series provides the information companies need to take advantage of planning opportunities while minimizing the risks associated with operating in multiple jurisdictions.

Event details and registration

05.29.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Tax Strategist Cross-Border Webcast Series: Spring Planning Session

Join BDO for our spring Tax Strategist webcast where our speakers will discuss the latest developments in Pillar Two.

Event details and registration

05.29.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Spring 2025 Not-for-Profit Accounting and Auditing Update

Event details and registration

06.03.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Navigating Cybersecurity, Data Privacy, & Risk Mitigation in Healthcare

Join us to tackle the urgent challenges of cybersecurity and data privacy and discover practical strategies to strengthen your defenses while maintaining essential interoperability.

Event details and registration

06.03.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

ERP Systems Selection: Align Technology With Business Goals

Event details and registration

06.11.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Achieving Internal Audit Excellence

Join us for an interactive panel discussion providing invaluable insights and perspectives shared by a Chief Audit Executive and an Audit Committee Chair playing pivotal roles in embedding good practices, collaborating, and maintaining an effective internal audit function for the organization.

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

06.17.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Scaling Data Governance for the Audit

Join us for a discussion as we delve into enhancing an initial data governance framework to achieve a more effective audit process.

Event details and registration

06.18.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Navigating Uncertainty: The State of the Healthcare Industry

Healthcare is in a period of recalibration, facing significant challenges that demand strategic pivots. Understanding the structural forces driving shifts in policy, payment, and utilization is crucial.

Event details and registration

06.24.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Internal Audit Webcast Series: Navigating Third Party Risk: Internal Audit’s Strategic Role

Learn how to safeguard your organization from potential risks posed by vendors, suppliers, and other third parties, as you help to ensure compliance and protect your business interests.

Event details and registration

06.25.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Future-Proof Your Applications: Secure, Modernize, and Optimize

Application modernization can enhance efficiency, agility, and scalability—but without a strong security foundation, these benefits come with increased risk.

Event details and registration

06.26.25 | 9:30 a.m. (Central) | No CPE | Presented by FEI

VIRTUAL CONFERENCE

FinTech Innovations Expo: Q3 2025 Solutions Showcase for Finance Leaders

As the financial technology market continues its rapid growth, finance leaders must stay ahead to drive efficiency, accuracy, and strategic decision-making. FinTech Innovations Expo: Q3 2025 Solutions Showcase for Finance Leaders, held virtually on June 26, builds on previous discussions with a deeper dive into cutting-edge solutions reshaping the finance function.

This quarter, we welcome industry leaders who will bring fresh insights and innovations to streamline financial operations. Engage with experts, explore advanced solutions, and discover new strategies to optimize your organization’s financial performance.

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

07.30.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Building Resilience Game Changer Webcast Series

Discover how to navigate complex challenges, strengthen your organization, and achieve sustainable growth in today’s ever-changing environment.

Event details and registration

07.30.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Unleashing Business Growth: How AI and Copilot Drive Transformation

Artificial Intelligence is no longer a future concept—it’s reshaping how businesses operate today. Tools like Microsoft Copilot are helping organizations unlock new levels of productivity, accelerate decision-making, and enhance collaboration across teams. 

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