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Monthly Meetings have concluded for 2025-26 and will resume in September 2026 for FY27. In the meantime, remember that FEI Dallas meets year-round with many events between now and fall, including our Spring Social in April, Special Interest Group meetings, monthly Career Management meetings, and the Summer Professional Development Series hosted by our Academic Partners: University of Texas at Dallas, University of North Texas, and the University of Dallas.

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

Registration deadline | Wednesday 04.29.26

Sponsorships available starting at $1,750.

Contact Warren Rapert, Terry Beneke, or Jackie Dunn for details.

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 | 04.13.26

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 for this meeting is closed. Current FEI Dallas members may contact Nancy Ehlers for availability.

05.19.26 | 5:30-8:00 p.m. (Central) | 1 CPE

Sherry Lane Place

Make Listening Your Superpower

Make Listening Your Superpower is an interactive learning lab designed for participants to strengthen coaching conversations through intentional listening. Participants will explore the difference between listening to respond and listening to learn, examine common listening traps that show up in coaching moments, and practice using listening superpowers that create clarity, ownership, and forward focused thinking. Through discussion, real world scenarios, and hands on activities, participants will leave with practical listening strategies they can immediately apply in meetings to better support development and growth.

Kristi Petty | Learning and Development Manager, Saville PCAs & Advisors

Open to FEI members, and non-members who qualify for FEI membership.

Registration deadline | Thursday 05.14.26

Event details and registration

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.

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

04.23.26 | 4:30-6:30 p.m. (Central) | No CPE

Sevy's

Manufacturing & Distribution SIG

Let’s Get Social!

Our last social event for the year is officially here. Come learn more about our SIG and how you can become more involved for the upcoming '26-26 Season over drinks and appetizers!

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

Event details and registration

04.28.26 | 4:30-6:30 p.m. (Central) | 1 CPE

Bent Tree County Club

Real Estate SIG

Big Names Call Us Home

The presentation will discuss economic development in the City of Plano, DFW and Texas, while diving deeper into why corporations are choosing Plano to relocate or expand to the community.

Mike Talley | Director of Economic Development, City of Plano

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

Registration deadline | Friday 04.24.26

Event details and registration

05.07.26 | 4:30-6:30 p.m. (Central) | No CPE

Mesero

G.R.O.W. SIG

Siete de Mayo Happy Hour

The G.R.O.W. SIG Steering Committee and Sponsors welcome you.  Join us to learn more about the Group and how to get involved for the 2026-27 Season.

Open to FEI Dallas members, Event sponsors, and individuals who meet FEI member qualifications and non-members with financial or executive roles.

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

April and May 2026 | 6:00 p.m. (Central) | Presented by FEI San Francisco Bay Area Chapter

WEBINAR

Spring 2026 CFO Bootcamp

The CFO Bootcamp program is tailored for senior finance and accounting professionals preparing for the CFO role, as well as current CFOs seeking to sharpen their strategic and leadership skills. The program was recognized with FEI’s 2018-2019 Innovation Award – which honored one FEI chapter for an initiative demonstrating creativity and out-of-the-box thinking. Recent CFO Bootcamp cohorts have included approximately 40 to 45 senior executives.

04.21.26 | 3.5 CPEs

Session I: Leading Change Through Effective Company Culture and Communications 

04.29.26 | 3.5 CPEs

Session II: The CFO Systems and Technology Roadmap

05.06.26 | 3.5 CPEs

Session III: The CFO’s Contribution to Good Governance

05.13.26 | 3.5 CPEs

Session IV: The Role of the CFO in Risk Management

05.20.26 | 3 CPEs

Session V: Becoming at CFO: Real Career Journeys, Pivotal Moments, and What Matters Most

Event details and application information

04.22.26 | 11:30 a.m.-1:30 p.m. | No CPE | Presented by Personiv

IN-PERSON MEETING

CFO Leadership LIVE

The Renaissance CFO in the Modern Business World

Westin Stonebriar Golf Resort | Frisco

Hear a dynamic panel of forward-thinking CFOs as they explore Strategy, Systems, and Everything in Between. Today’s finance leaders are expected to deliver insight, efficiency, and growth—all while navigating new technology and board expectations. Network with fellow finance leaders and gain actionable insights on how leading CFOs are reshaping their finance organizations for the future, building smarter systems, and driving strategic impact in today’s evolving business landscape.

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