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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.

Broaden Your Network and Build Deep Professional Relationships – Join an FEI Dallas Committee for 2024-25!

Our members and sponsors maximize the value of their relationships with FEI Dallas when they join a committee. By contributing your expertise and a small portion of your time, you will broaden your network and build deep professional relationships and friendships. FEI Dallas committee members are the reason we can consistently deliver top-notch programming, exciting special events, and numerous networking opportunities throughout the year. In short, FEI Dallas' success depends on our volunteers. Click to learn more at our website under GET INVOLVED.  

Contact Emily Colgan, FEI staff member, at emily.colgan@feidallas.org if you are an FEI Dallas member or a representative of one our annual chapter sponsors, and are interested in serving on a committee for the upcoming chapter year, or have questions. Emily will help match your interests with the committees’ needs and get you connected. We are also planning a welcome social for our new board and committee members in late May. We’d love to get you plugged in!

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. Click to the registration site for details.

Registration open through 09.03.24

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

09.20.24 | 11:00-3:30 p.m. (Central) | 4 Ethics credits

Ethics Workshop for Texas CPAs

A Back and Forth Discussion of CPA Ethics

Hosted by Hancock Whitney Bank

Newly approved program!  Limited capacity – Register early!

Park City Club, 5950 Sherry Ln., 19th Floor, Dallas TX 75225

This course examines recent examples to illustrate the AICPA Code of Professional Conduct and the Texas Rules of Professional Conduct.  We will discuss how a CPA can put his or her values into action while serving clients, employers, the public and the profession.  As part of this course, we will also look at ethical conundrums and traps that practitioners can fall into while addressing moral dilemmas.

Allison M. McLeod, LL.M., CPA, A PLLC

Senior Lecturer, University of North Texas

Open to FEI Dallas members and their CPA staff, see registration site for information.

Pre-registration at the FEI Dallas website required | Event details and registration

Registration open through 09.13.24 or until capacity limits are met.

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

09.12.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Weaver Offices, 2300 N Field St., Ste 1000, Dallas, TX 75201

Private Equity CFO Series

The Nuts & Bolts of Add-on, Bolt-on, and Tuck-in Acquisitions in Today’s Market

This program is designed to educated attendees around the financial value of bolt on acquisitions. This will include financial modeling, deal sourcing, strategies to secure financing. Also, discussions around the cultural challenges of integrating add on investments into an existing platform.
Rob Langley | Managing Partner, Align Capital Partners
Pierce Edwards | Principal, Valesco Industries, LLC
Eliot Kerlin | Managing Partner, Broadwing Capital 

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

Register by 09.10.24 | Event details and registration

09.18.24 | 4:30-6:30 p.m. (Central) | 1 CPE

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

Retail/Restaurant CFO Series

Protect Your Business with Accurate Property Valuations: Rebuilding and Insurance

This program will delve into the importance of precise valuations, explore the challenges of property insurance renewals, and provide actionable strategies for business owners to mitigate risks. Attendees will gain insights into the financial and operational impacts of property undervaluation, learn best practices for valuing properties accurately, and understand critical steps to take following a loss.
Chuck Copper, Assistant Vice President, Partner, USI Insurance Services
David Clay, VP Senior Controller, Ruby Tuesday

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

Register by 09.16.24 | Event details and registration

09.19.24 | 4:30-6:45 p.m. (Central) | 1 CPE

Whitley Penn, 8343 Douglas Ave. Suite 400, Dallas, TX 75225

Manufacturing/Distribution CFO Series

How Manufacturing and Distribution CFOs can Anticipate, Mitigate, and Manage Liability Risk

An expert panel will be using an interactive case study to illustrate what CFOs can do to anticipate, mitigate, and manage liability risk in their routine operation.

Shannon Conway | Of Counsel, Platt Richmond PLLC
John Williamson | Partner, Risk Advisory Services, Whitley Penn
Spencer McClenahan | Senior Vice President, Principal, Board Member, RHSB

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

Register by 09.17.24 | Event details and registration

09.25.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Stonebriar Country Club, 5050 Country Club Drive, Frisco, TX 75034

Real Estate CFO Series

Fields Development – Frisco, Texas

The program will cover the exciting new community in Frisco, Texas. Hunt Realty, in partnership with various other stakeholders, is transforming a 2,500-acre area into a mixed-use development, which includes residential, commercial, and entertainment components, PGA and Universal Studios.

Todd Watson | Senior Vice President, Hunt Realty Investments, Inc.

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

Register by 09.23.24 | 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