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This slate of officers is presented to FEI Dallas members by the Nominating Committee to serve in 2026-27. These qualified candidates have committed to serve if elected. They all have prior experience volunteering their time and talents in committee and/or officer roles. FEI Dallas members in good standing have been sent a ballot by email with the link to vote.

Voting is open through Friday, March 13, 2026.

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

may contact Jackie Dunn for waitlist availability.

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.

New Name. Same Vision. Greater Impact.

Formerly known as the Financial Leadership Summit, the Financial Leaders Forum reflects the evolving role of finance professionals as strategic leaders and changemakers. This reimagined flagship event from FEI, now in collaboration with Media Financial Management Association (MFM), delivers the same high-impact content, networking, and thought leadership, with an expanded reach and renewed focus on the future of financial leadership.

New Event in the Photo Gallery!

Winter Social | 01.31.26

Monthly Meeting | 02.10.26

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.

Registration deadline | Thursday 03.12.26

Open to FEI members, and non-members who qualify for FEI membership. Pre-registration required. See registration site for instructions.

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.

03.31.26 | 4:30-7:00 p.m. (Central) | 1.5 CPEs

Gleneagles Country Club

Manufacturing-Distribution SIG

Current & Future Workforce Dynamics

This program will explore the rapidly evolving workforce landscape, and the challenges organizations face in structuring workforce composition amid ongoing labor shortages and shifting skill demands. The discussion will cover the broader “workforce evolution,” including the retirement of Baby Boomers, growing HR and operational risks in a dynamic labor market, and how organizations can proactively plan their future talent strategies. The session will also examine the rising demand for skilled trades, declining demand in traditional office roles, and the role AI will play.

Ken Meyers | Faculty Lecturer, University of North Texas

Mayra Olvera | Global Human Resources Director, CAE

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

Registration deadline | Sunday 03.29.26

Event details and registration

04.07.26 | 4:30-6:30 p.m. (Central) | 1. CPE

Maggiano’s Little Italy

Energy SIG

AI’s Economic Impact Starts With Infrastructure: Data Centers, Power Investment & the Macroeconomic Outlook

While artificial intelligence is often discussed in terms of productivity and jobs, recent macroeconomic research shows that its near-term economic impact is being driven primarily by capital investment—particularly data centers, power infrastructure, and energy-intensive equipment. Drawing on Moody’s AI macroeconomic scenarios, this session examines how AI is reshaping growth through physical investment, how rising infrastructure and energy costs can influence inflation and regional competitiveness, and why energy availability is becoming a critical factor in where AI-driven economic growth ultimately occurs

Sohini Chowdhurry | FRM / Senior Director, Moody’s Analytics

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

Registration deadline | Friday 04.03.26

Event details and registration

04.09.26 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano’s Little Italy

G.R.O.W. SIG

The Thoughtful 30: 30 Day Reset for Midlife 

The Thoughtful 30 is a structured, evidence-informed 30-day health recalibration to help attendees determine their best path to enhanced executive function, improved metabolic flexibility and long-term brain health. Grounded in research on nutrition, neuroplasticity, habit change and the science of gratitude, the "30" themed framework emphasizes small behavioral changes that compound over time. Try it on. Determine what works for you. Discover your best brain-health recipe!

Meridan Zerner | Dietitian Nutritionist, Cooper Aerobics

Open to FEI Dallas members, and non-members with financial or executive roles.

Registration deadline | Tuesday 04.07.26

Event details and registration

04.22.26 | 4:30-6:30 p.m. (Central) | 1 CPE

Jackson Walker LLP Office

Healthcare SIG

AI in Healthcare Operations: How Payers and Providers Are Rebuilding Infrastructure

This session examines how artificial intelligence is beginning to reshape the operational infrastructure of healthcare organizations. While most attention has focused on clinical AI and diagnostics, the largest impact is emerging in administrative workflows, claims operations, utilization management, and cross-organizational coordination between payers and providers. 

The discussion will explore how healthcare organizations are deploying AI to reduce administrative burden, improve transparency in financial decision making, and address rising cost pressures. Speakers will also examine governance considerations, regulatory oversight, and the operational risks associated with poorly implemented AI systems. 

Attendees will gain practical insight into where AI is delivering measurable operational value today and where expectations are exceeding reality.

Ernie Lanace | CEO & Founder, CareAlly AI

Steve Love | President & CEO, DFW Hospital Council

Cheryl Camin Murray | Partner, Jackson Walker LLP

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

Registration deadline | Monday 04.20.26

Event details and registration

03.10.26 | 1:00-2:00 p.m. (Central) | No CPE | Presented by Baker Tilly

WEBINAR

Women & Wealth: Navigating Modern Wealth With Confidence, Clarity and Purpose

Event details and registration

04.24.26 | 8:00 a.m.-5:00 p.m. (Central) | 8 CPEs | Presented by TXCPA Dallas

CONFERENCE

Convergence 2026

Sheraton Dallas Hotel | Downtown Dallas

FEI Dallas is pleased to partner with TXCPA Dallas for Convergence 2026, a premier educational event for accounting, tax, finance, and legal professionals. This comprehensive conference features four tracks and a luncheon presentation – 21 sessions in all – led by nationally recognized experts covering timely accounting, finance, legislative, tax, and legal topics impacting our professions. The luncheon keynote speaker is Cynt Marshall, retired CEO of the Dallas Mavericks, presenting “You’ve Been Chosen.”

Event details and registration

TXCPA Members | $75 Early Bird rate – Increases to $110 after March 3

FEI Dallas members who are not members of TXCPA | $150 Special Partner Organization rate – Contact Laura McFadden to register

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