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Registration deadline | Tuesday 04.07.26

Monthly meetings are open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation. Pre-registration required.

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!

Monthly Meeting | 03.10.26

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 04.16.26

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 for this meeting is closed. Contact Eric Holleman for availability.

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

04.08.26 | 5:00-7:00 p.m. (Central) | 1. CPE

Baker Tilly Office

Technology SIG

AI and the Investment Lens: How Investors Evaluate Technology Companies in 2026

Artificial intelligence has become part of nearly every technology company narrative, but investors are increasingly focused on separating meaningful AI capabilities from marketing hype. In this panel discussion, venture capital and private equity investors share how they evaluate companies with AI strategies and what differentiates credible AI innovation from superficial adoption. Panelists will discuss how AI is influencing investment decisions, due diligence, valuations, and portfolio company strategy. Attendees will gain insight into how investors assess AI opportunities and what finance leaders should consider when positioning their organizations for AI-driven growth.

Vicent Hsieh | Managing Director, Cypress Growth Capital 

Aliraza Momin | Vice President, Fulcrum Equity Partners

David Evans | Managing Partner, Sentiero Ventures

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

Registration deadline | Monday 04.06.26

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

04.16.26 | 4:30-6:30 p.m. (Central) | 1 CPE

USI Office

Private Equity SIG

Preparing Your Company for Sale DOs and DONTs

A panel discussion featuring business owners who have sold a business along with buyers to discuss how to prepare your company, and yourself, for a transaction along with some stories about what not to do.

Robert Rough | Managing Director, Telos Capital Advisors

Gert Lessing | President, Hallwood Financial Limited

Destin Blais | Co-Founder, NCB Incorporated

David McGuire | Producer, IMA Financial Group

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

Registration deadline | Tuesday 04.14.26

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

03.31.26 | 9:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Higher Education Tax Update

The focus of this session will be to provide an update on tax items impacting higher education institutions.

Event details and registration

04.01.26 | 12:00 noon (Central) | 1 CPE | Presented by BDO

WEBINAR

2026 Tax Strategist Cross-Border Webcast: Spring Planning Session

The OECD’s January 5 guidance introduces a “side-by-side” arrangement that may effectively exclude many U.S.-parented multinationals from most Pillar Two (GloBE) rules beginning in 2026 - yet significant compliance and reporting obligations remain for 2024–2025 and in any jurisdictions with a Qualified Domestic Minimum Top-Up Tax (QDMTT).

Event details and registration

04.01.26 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

ERISA: Accounting, Audit, and Regulatory Updates Impacting Retirement Plans

Join BDO and our thought leaders for a timely update on the most important developments affecting retirement plans.

Event details and registration

04.02.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Emerging Trends in Unclaimed Property

Join Unclaimed Property leaders from BDO and Kilpatrick to learn about key changes in state unclaimed property laws and regulations.

Event details and registration

04.07.26 | 9:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Beyond the Hype: Practical AI for Real Work

The focus of this session will be to provide a practical framework for understanding AI agents and applying them responsibly to improve workflows, decision support, and service outcomes.

Event details and registration

04.07.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Driving Innovation in Healthcare Technology: The Impacts of OB3

Explore the impact of the One Big, Beautiful Bill (OB3), offering strategic insights and technology solutions for modernizing legacy systems and implementing unified billing to drive efficiency, transparency, and improved patient and payer experiences.

Event details and registration

04.08.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Rebroadcast: 2026 Board Committee Governance Priorities

Join BDO and explore the top priorities and emerging trends shaping board committee agendas in the year ahead.

Event details and registration

04.15.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Q1 2026 IFRS Accounting Standards Quarterly Update

Each quarter, BDO USA's IFRS Accounting Standards Quarterly Update webcast series 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

04.21.26 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

2026 Internal Audit Webcast Series: Modernizing Segregation of Duties: Implications for Internal Audit Leaders

This session provides internal audit leaders with an update on the approach, scope, tools, and skills required to properly identify, assess, analyze, and address SoD risks in today’s environment.

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