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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.

Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration is required for all attendees.

Registration deadline | Tuesday 03.04.25

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

04.22.25 | Games & Speed Networking Social | SAVE THE DATE

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 Event in the Photo Gallery! 

Monthly Meeting 02.11.25

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.

04.15.25 | 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

Master the Unlimited Power of LinkedIn & Social Selling

Terry Sullivan, Founder of BuzzPro will show the attendees how to create a strong LinkedIn Brand that tells your key contacts and prospects who you are, what you do, and how you can help within seconds which is vital to your online and offline networking success. He will also teach the audience how to tap into the unlimited job-seeking networking and business-building power of Social Selling to find, connect and develop relationships with your key contacts and prospects.

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

05.20.25 | 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

The Art of Hello® Professional Branding-Be Remembered in a Noisy World

As professionals we all deserve to be known for our achievements, and to be understood for our value proposition. The Art of Hello is a simple to employ technique for introducing yourself to people in a way that the listener understands the essence of your professional life. It is a powerful way to frame your professional image and for others to recognize you and act as your advocate. Once scripted and perfected, your Art of Hello introduction is a durable asset. It is useful for emerging professionals, for senior leaders, for business owners, for those seeking positions on boards, and job seekers. A well-conceived Art of Hello introduction is the old-fashioned elevator pitch polished up to a professional level with a memorable impact. It differentiates you from others. So simple to recognize when done well, and so hard to make one your own. Paula provides the background, tips and rules and a three-step method that results in you having a professional brand introduction of your own to use, that day. It’s called The Art of Hello.
Paula Calise, Co-Founder | Principal Recruiter, Linked Executive Search

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

02.26.25 | 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

03.04.25 | 4:30-6:30 p.m. (Central) | 1 CPE

USI Office
14241 Dallas Pkwy, Suite 700
Dallas, TX 75254

Private Equity SIG

Planning the Exit: Founder Stories & Expert Strategies

Hear from CFOs with multiple private equity portfolio experiences about the good and the bad of serving two masters – the private equity firm and the company CEO – who sometimes have conflicting goals.
Richard Paek | Chief Executive Officer & Founder, Paek Management Group
Emily Taylor | Chief Financial and Operating Officer, Nox Health
Robert Rough | Managing Director, Telos Capital Advisors

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

Register by 02.28.25 | Event details and registration

02.25.25 | 12:00  (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Learn the Business Value of Generative AI

Join us for a webcast, Learn the Business Value of Generative AI, to dive into how generative AI transforms the way teams interact with each other through operational efficiency.

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

03.26.25 | 11:30 a.m.-1:30 p.m. | No CPE | Presented by Personiv

IN-PERSON MEETING

CFO Leadership LIVE

Turning Numbers to Narrative: Finance Leaders on the Skills for 2025

Westin Stonebriar Hotel, Arrowhead Room

Join us for lunch and an unfiltered discussion on the critical skills shaping success in 2025. From mastering data-driven storytelling to aligning financial insights with business strategy, this session will unpack how finance leaders are transforming from number crunchers to strategic narrators.

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