View in browser

IMPORTANT NOTICE TO ALL FEI WEBSITE USERS – INCLUDING SPONSORS

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 reset your password and need instructions, contact Jackie Dunn, FEI Dallas Manager.

10.13.25 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

FEI Dallas Monthly Meeting

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

How Finance Professionals Maximize Cloud Investment Value

In today’s fast-evolving tech landscape, cloud investments are no longer optional—they’re critical to fueling growth and innovation. Are you ready to take charge of your organization’s cloud spend and transform costs into strategic value? This session equips finance professionals with the insider knowledge needed to navigate the latest cloud technologies, decode their financial impact, and apply proven strategies to maximize ROI. You’ll also discover how to become a key player in cloud financial management—building strong partnerships between finance and technology teams to drive smarter, data-driven financial decisions.

Shan Edwards | CEO/Co-Founder, Moneta

Ben Mejia | Technology Practice Leader, Squire Technology

5:15-6:20 p.m. Networking Social

6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

Current and Expected Market Trends and Impact on Private Equity

This panel of key leaders in the Private Equity Market will take a broad but specific look at economic changes, government regulations, financing, and trends in business opportunities for sellers and buyers.

Vincent Hsieh | Managing Director, Cypress Growth Capital

Ralph Manning | Cofounder, Coltala Holdings

Jay Turner | Cofounder, Providence Investment Partners

Tom Montgomery | CEO, Montgomery Capital Advisers, LLC (moderator)

This meeting is 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.

REGISTRATION OPEN!

INVITATION ONLY

Registration deadline | Thursday, September 18, 2025

Open to FEI Dallas members who joined within the last year and guests who meet FEI membership qualifications.  Pre-registration required. See registration site for instructions.

Password reset is required for all FEI website users to register for events. If you haven’t already reset your password click here for instructions.

REGISTRATION OPEN!

INVITATION ONLY

Registration deadline | Thursday, September 18, 2025

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. See registration site for instructions.

Password reset is required for all FEI website users to register for events. If you haven’t already reset your password click here for instructions.

SAVE THE DATE!

Wine Tasting Social 2025

Theme:  Dia de los Muertos featuring Spanish Wines

10.28.25 | 6:00-8:00 p.m. | Dallas Arboretum – Rosine Hall

Food & beverages provided in addition to Featured Wines

Title Sponsor: Regions Bank

Open to FEI Dallas members and sponsors. Pre-registration required.

Sponsorships Available! Contact Warren Rapert, Terry Beneke, Dave Siebert, or Jackie Dunn for information.

SAVE THE DATE!

FEI Dallas Technology Symposium 2025

Navigating the Digital Frontier: Using Technology to Increase Corporate Value

12.09.25 | 7:30 Breakfast, 8:00-12:00 p.m. Programs | 4 CPEs available

The University of Texas at Dallas JSOM | Executive Education Auditorium

Title Sponsor: Workday, FEI Dallas Technology Partner

• Part 1 will provide a better understanding of emerging technological developments which are central to the role of the CFO, transformative, and which will significantly affect corporate value.

• Part 2 will move to the perspectives of CFOs as they use technology to build corporate value to public and private investors.

Open to FEI Dallas members and their guests, sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration required. Guest fees may apply.

Sponsorships Available! Contact Warren Rapert, Terry Beneke, Dave Siebert, or Jackie Dunn for information.

New Event | September Monthly Meeting | 09.08.25

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.

**NOTE NEW REGISTRATION DEADLINE**

Registration deadline | Thursday 9/11/25

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

Password reset is required for all FEI website users to register for events. If you haven’t already reset your password click here for instructions.

09.24.25 | 4:30-6:30 p.m. (Central) | 1 CPE

USI Office

Private Equity SIG

Understanding Equity Incentives: From Legal Frameworks to Tax Implications

A review of the most common equity incentive programs for management and employees for private companies. Pros and cons of each, situations where each is appropriate.

Steven Bartz | Shareholder, Greenberg Traurig

Kurtis Dixon | Tax Partner, Weaver

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

Event details and registration

09.30.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

Retail-Restaurant SIG

Demystifying Personal Property Tax: Trends, Compliance & Strategic Insights

Business personal property tax remains a complex and often overlooked area of compliance. In this session, experts from Modern Tax and Baker Tilly will break down key challenges, recent trends, and practical strategies to help businesses stay compliant and minimize risk. Attendees will walk away with a clearer understanding of how to better manage assessments, audits, and appeals.
Georgene Niessen | Partner – Business Personal Property, Modern Tax
Desmond Ward | Partner – Business Personal Property, Modern Tax
Susan Starns | Director - SALT Property Tax Operations, Baker Tilly
Nick Diaz | Executive Vice President, Amegy Bank (Moderator)

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

Event details and registration

10.15.25 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

G.R.O.W. SIG

The Style Advantage

Using a combination of data, research, proven strategies, and real-life experience, Elisa delivers the blueprint for leveraging your style as a game-changing tool for business success. She breaks down how minor wardrobe tweaks can deliver big results and transform how you feel, work, and interact with others. Elisa empowers professionals to unlock their inner power through style so they can shine from the inside out and influence the energy in the room.

Elisa Ellis | Wardrobe Stylist, Turnkey Style

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

Event details and registration

09.16.25 | 10:00 a.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

The Shift from Cost-Plus to Fixed-Price – Risks, Pricing Models & Analytics

Join Infor and BDO for a live discussion on how A&D manufacturers and suppliers can reduce program risk, increase profitability, and deliver projects on time.

Event details and registration

09.17.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Bid Protest Update: Key Developments and Best Practices

This webcast will provide an overview of recent developments and trends in bid protest litigation, focusing on best practices for government contractors.

Event details and registration

09.18.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Manufacturing Growth in the Age of Disruption

Disruption is no longer the exception—it’s the new normal. From supply chain instability to digital transformation, manufacturers must rethink how they grow and compete.

Event details and registration

09.18.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Tech Advisory: Aligning People, Skills, and Systems

Event details and registration

09.18.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

BDO Talks Tariffs: Your 30 Min Monthly Briefing (September 2025)

With President Trump’s laser focus on tariffs as a means to advance U.S. foreign and domestic policy goals, this monthly webcast will provide the latest information on developments in the Administration’s trade policy and Presidential Proclamations, related congressional/legislative action, and agency investigations. Given the myriad of actions already taken, proposed actions/laws in the pipeline, and foreign retaliation underway, this webcast is a must for any multinational company.

Event details and registration

09.23.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Empower Your Workforce Through AI Fluency

Event details and registration

09.23.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Transform HR Policies into Strategic Business Assets

Event details and registration

09.24.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Building Your Safety Net: Actionable Steps to Enhance and Protect the Value of Your Small Business

Event details and registration

09.24.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Predict the Unpredictable: Harnessing AI for Smarter Risk Management

Discover how integrating AI into your risk management approach can help you unlock strategic improvements in defending your assets.

Event details and registration

09.30.25 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Innovating Revenue Cycle Management with Intelligent Automation

Discover the transformative power of intelligent automation in revenue cycle management, as it reshapes operational workflows, streamlines billing processes, and improves financial stability in provider organizations.

Event details and registration

09.30.25 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2025 Internal Audit Webcast Series: Top 10 SOX Priorities and Considerations for Internal Auditors

In this session, our speakers will discuss practical strategies and priorities for internal audit teams to help the organization mitigate risks and meet SOX compliance and regulatory requirements effectively.

Event details and registration

10.01.25 | 10:00 a.m. (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Building Your AI Playbook With IFS and Baker Tilly

Event details and registration

10.02.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Drive Growth With a Customer Profitability Plan

Event details and registration

10.08.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q3 2025 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q3 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

10.08.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q3 2025 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q3 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

10.15.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q3 2025 IFRS Accounting Standards Quarterly Update (Live Session)

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

10.21.25 | 12:00 noon (Central) | CPE Available | Presented by BDO USA LLP

WEBINAR

Healthcare Provider Organizations: Outlook for Growth

Join industry leaders from the Advisory Board and the BDO Center for Healthcare Excellence and Innovation as we explore the future of growth for healthcare provider organizations.

Event details and registration

10.29.25 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Thrive in Chaos: Achieving Operational Excellence with AI and Copilot

Achieve operational excellence by leveraging AI tools like Copilot to streamline workflows and enable sustainable growth. Learn strategies for building resilience while adapting to changing market dynamics.

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.