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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 is open through Tuesday 01.07.24

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

*Originally scheduled at the Dallas Fed, this meeting has been relocated to Northwood Club.

Save the Dates for other FEI Dallas Special Events!

We’ll let you know when registration is open.

01.30.25 | 5:30-7:30 p.m. (Central) | 1.5 CPEs

Park City Club, Dallas

FEI Dallas Small Forums Orientation (formerly called Peer Groups) 

Presented by Dr. Bert Parlee, Executive Coach, Licensed Clinical Psychologist and Psychotherapist, Stagen

Small Forums are small groups of 8-10 similarly situated peers that meet monthly in a high-trust setting to discuss professional and personal joys and challenges, sharing experiences from their own background which are often helpful in navigating life’s curveballs.  CEO Netweavers has them, Vistage has them, Chief has them, YPO has them… and now FEI Dallas has them.

We are opening enrollment soon to form several new Small Forum groups for the first time since before the pandemic.  Join us for this informational session to learn the personal and professional benefits of having a group of 8-10 similarly situated peers who truly understand the issues, stressors, joys and intensity that come with the types of roles that we hold within FEI, and are able to discuss in a high-trust setting.

In addition to traditional Small Forum groups which value diversity of membership, we are also hoping to form Small Forum groups for a few targeted membership areas:

Retired/Semi-retired

Women of FEI

5:30-6:00 p.m. | Check-in, Networking, Drinks & Hors d’oeuvres

6:00-7:30 p.m. | Informational session including two immersion exercises

Open to current FEI Dallas members | Registration pending

02.22.25 | Dinner Party & Entertainment

Texas Discovery Gardens, Fair Park, Dallas

Winter Social 2025: The Secret Garden

Open to FEI Dallas members and chapter sponsors, including an optional spouse/date/partner.

Title Sponsor | Fifth Third Bank

Sponsorships available*

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! 

Annual Technology Breakfast 12.04.24

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.

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

01.15.25 | 4:30-6:30 p.m. (Central) | No CPE

3528 Beverly Dr., Dallas, TX 75205 (home residence)

Healthcare SIG

What's Old is New Again: Expectations for Trump 2.0

Republicans swept the 2024 elections, giving them a governing trifecta that puts them in position to enact their policy priorities. In this session we’ll examine the Republican agenda, the headwinds and tailwinds likely to shape what policies are enacted, and the opportunities and challenges the new government creates for financial executives and plan sponsors.
Scott Behrens | SVP, Director, Government Relations, Lockton Companies

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

Register by 01.13.25 | Event details and registration

01.16.25 | 4:30-6:30 p.m. (Central) | 1 CPE

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

Energy SIG

Available Power and Viable Sites: Two Critical Factors That Will Drive Real Estate and Energy Development Through 2025 and Beyond

The energy and real estate industries have merged. Historically, energy, and the sites required to produce it, came from the subsurface and were not associated with “surface rights”, aka real estate. Fast forward 160 years from Colonel Drake’s first well in Pennsylvania, and now most new capital allocations for energy projects are going to renewables. Renewables require surface rights, which has led two major industries to hit head-on. Data Center, Solar, and BESS developers are all looking for viable real estate sites and real estate developers are now looking for available electrons. Innovation and integration of new data and processes will be required for both real estate and energy companies to move projects forward in 2025 and for the foreseeable future.
Craig Kaiser | President and Co-Founder, LandGate

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

Register by 01.14.25 | Event details and registration

01.15.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q4 2024 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q4 2024” 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

01.22.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q4 2024 IFRS Accounting Standards Quarterly Update (Live Session)

Each quarter, BDO USA's IFRS Accounting Standards 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

01.22.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Strategic Decision Making in the Life Sciences Industry: Managing the Build vs. Buy Dilemma

Join us for an insightful webcast that not only explores the make vs. buy decision but also delves into the strategic role of CDMOs across the life sciences industry. 

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

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