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IMPORTANT NOTICE | UPDATING YOUR FEI PASSWORD

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.

Summer Series meetings are open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per the chapter’s Guest Policy.  Pre-registration is required for all attendees.  *SPECIAL BENEFIT FOR FEI DALLAS MEMBERS:  Bring your financial staff at no charge!  See the Guests section at the registration site for more information.

Registration for this meeting is closed. Current FEI Dallas members and chapter sponsors may contact Jackie Dunn for waitlist availability.

Parking permits are required at this location and will be emailed to registered attendees. Permit must be displayed on the auto dashboard to obtain free parking and avoid citation.

PAST EVENTS

06.25.25 | Presented by Executive Education, The University of Texas at Dallas

Estimating the Financial Return of Investment in Artificial Intelligence

07.08.25 | Presented by the Gupta College of Business, University of Dallas

Leading Through Adaptive Challenges

OPEN FOR REGISTRATION!

Registration deadline | Thursday, August 14, 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 members and non-members who meet FEI membership qualifications. 
Pre-registration required. See registration site for instructions.

SAVE THE DATE!

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

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.

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.

08.19.25 | 5:30-8:00 p.m. (Central) | No CPE 

Sherry Lane Place, Dallas

Speed Networking Social | Open to all FEI Dallas members!

Presented by Financial Additions and FEI Dallas Career Management

Open to all FEI Dallas members – both employed & unemployed – and not just for job seekers!  The Speed Networking Series will be held in lieu of regularly scheduled Career Management meetings in August 2025 and February 2026.  Food & Beverages provided by S+H Consulting / S+H Search.

Event details and registration

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.

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.

08.12.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Mid-Year Review: Navigating Data Privacy Trends in 2025

As data privacy regulations evolve and enforcement intensifies, organizations face unprecedented challenges in navigating the complexities of compliance.

Event details and registration

08.13.25 | 10:00 a.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

BDO Talks International Business Webcast Series: The Strategic Opportunity for Middle Market Foreign Expansions

This session equips business leaders with essential knowledge to navigate these complexities.

Event details and registration

08.13.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Tax Saving Opportunities for the Life Sciences Industry

Join BDO's Federal and State Tax professionals for an informative webcast designed to identify tax-saving opportunities for life sciences companies.

Event details and registration

08.14.25 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Beyond the Build: Strategic Success in Costpoint Implementations

Event details and registration

08.14.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Unlock the Full Value of Your NetSuite Investment

Event details and registration

08.19.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Unclaimed Property Emerging Trends: Delaware VDA and Multistate Audits

Join BDO and Kilpatrick for a discussion of emerging trends around state unclaimed property enforcement measures, including audits, voluntary disclosure agreements, and other outreach inquiries.

Event details and registration

08.21.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

From Compliance to Competitive Edge: Mastering CMMC & Supply Chain Cybersecurity

As cyber threats continue to evolve, organizations within the Defense Industrial Base (DIB) and beyond face increasing pressure to secure sensitive information and demonstrate compliance with emerging standards. This webinar will reinforce the critical importance of Cybersecurity Maturity Model Certification (CMMC) readiness, while also exploring the broader landscape of cyber-supply chain risk management (SCRM).

Event details and registration

08.21.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Regulatory Shifts and Implications of the Budget Reconciliation Bill

Event details and registration

08.21.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Digital Transformation: Technology's Role in Export Controls Compliance

Join us for an insightful webinar, "Digital Transformation: Technology’s Role in Export Controls Compliance," where professionals will delve into the transformative power of data analytics in navigating the complex landscape of sanctions and export controls.

Event details and registration

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

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.