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NEW MEETING LOCATION!

Due to construction at our usual meeting venue, the remaining Monthly Meetings
in 2025-26 will be held on 2nd Tuesdays at
Dallas Country Club | 4125 Mockingbird Ln. | Dallas, TX 75205

Registration deadline | January 6, 2026

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.

02.10.26 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

FEI Dallas Monthly Meeting

Dallas Country Club, 4125 Mockingbird Ln., Dallas, TX 75205

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

KPMG’s Accounting and Tax Annual Update

Michael Nesta | Partner, KPMG LLP

Jeffrey Benson | Managing Director, KPMG LLP

Karey Barton | Managing Director, KPMG LLP

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

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

American Healthcare: Complex Issues and Difficult Solutions | UPDATE

Jim Beiermann | CFO, Christus Health

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.

Also, exclusively for FEI Members in the five Texas Chapters!  
Use Promo Code TEXAS26 in the shopping cart during the checkout process to receive an additional $100 discount.

OPEN FOR REGISTRATION!

Registration deadline | Wednesday, January 14, 2026

Open to FEI Dallas members and sponsors. Invitations include the option to
register a spouse/partner/date.  Pre-registration required for all attendees.

New Event in the Photo Gallery!

Technology Symposium | 12.09.25

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.

01.20.26 | 5:30-8:00 p.m. (Central) | 1.5 CPEs 

Sherry Lane Place, Dallas | Food & Beverage provided by S+H Consulting/S+H Search

Career Management Monthly Meeting

New program information is coming and will be posted at the FEI Dallas EVENTS page as soon as it’s available.

Career Management Monthly Meetings are open to FEI members, and non-members who qualify for FEI membership. Pre-registration required.

01.06.26 | 4:30-6:45 p.m. (Central) | 1.5 CPE

Gleneagles Country Club

Manufacturing-Distribution SIG

Using AI to Drive Distribution, Logistics, and Performance—Cutting Through the Noise to Focus on What Really Matters

This session offers a straightforward look at how artificial intelligence is beginning to shape operations across the Dallas–Fort Worth region, with a focus on distribution, logistics, and performance management. Aimed at finance leaders, the discussion moves beyond broad concepts to share practical examples of how AI is being applied in manufacturing, distribution, and logistics today. Speakers will touch on the types of operational improvements organizations are seeing, along with lessons learned and common challenges. The session will also consider how these approaches can be adapted by other companies and how regional partners are working together to support responsible AI use, talent development, and long-term economic growth.

Bart Slowik | Managing Director, Innovation, Dallas Regional Chamber

Vipin Gupta | President, FliptRx

Stefan Boehmer | Managing Director, Texas Advisory Services 

Anand Srinivasan | Chief Strategy Officer, O9 Solutions Inc.

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

Event details and registration

01.05.26 | 4:30-6:45 p.m. (Central) | 1.5 CPE

Gleneagles Country Club

Retail-Restaurant SIG

The Penny Dilemma: Navigating the True Cost of Low-Value Transactions

In this session, a Senior Manager of Bank Operations from Zions Bancorporation and the CFO of Half Price Books will share real-world perspectives from both the financial institution and corporate sides. Attendees will gain insight into how the penny dilemma is showing up in their organizations today, the operational and financial challenges it creates, and the strategies being implemented to mitigate costs while maintaining strong customer relationships.

Felicia Zenn | Bank Operations Senior Manager – Enterprise Vault Services, Zions Bancorporation

Laura Beverly | Chief Financial Officer, Half Price Books

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

Event details and registration

01.08.26 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

G.R.O.W. SIG

Can Leaders Truly Make Employees Happy?

The modern workplace puts extraordinary pressure on leaders to be everything to everyone. But when leaders take on the unrealistic goal of "making employees happy," they often end up burned out and ineffective. In this session, we’ll explore a more sustainable approach rooted in intrinsic motivation, organizational culture, and purpose. Drawing from research and real-world insights, we’ll unpack what leaders can do to build thriving cultures—and why happiness isn't the job, but a byproduct of the right environment.

Dr. Julia Wiener | Private Investor, JW Strategies

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

Event details and registration

01.22.26 | 4:30-6:30 p.m. (Central) | 1 CPE

Maggiano's Little Italy

Technology SIG

Comerica’s 2026 Economic Outlook

How is the AI revolution transforming the U.S. economy? Is the weakness in hiring cyclical or due to automation and reduced immigration? Will the Fed keep cutting rates in 2026? How will Texas’s property markets perform this year?

Bill Adams | Chief Economist, Comerica Bank

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

Event details and registration

01.21.26 | 11:30 a.m. (Central) | No CPE | Baker Tilly

WEBINAR

Managing Change in the Age of AI

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