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President's Message - December
OUR NEWEST MEMBERS
DALLAS MEMBER ROSTER

MONTHLY MEETINGS

Monthly Meetings have concluded for 2024-25 and will resume in September 2025 for FY26. 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.

New Events in the Photo Gallery! 

Spring Social: Games & Speed Networking | 04.22.25

Monthly Meeting | 04.08.25


FEI Dallas event photography and headshots by
james edward Creative  |  214-878-6008

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.

CAREER EVENTS

Open to members of FEI Dallas and Fort Worth, employed or unemployed, and non-members by invitation who qualify for FEI membership. CPE credit is available online via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.

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, hosted by 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. 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. 

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

2024

July 16

August 20

September 17

October 15

November 19

December 17 | Holiday Happy Hour

2025

January 21

February 18

March 18

April 15

May 20

June 17

SPECIAL INTEREST GROUPS

05.06.25 | 4:30-6:30 p.m. (Central) | No CPE

Lupe Tortilla

Retail/Restaurant SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season!


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

Event details and registration

05.13.25 | 4:30-6:30 p.m. (Central) | No CPE

Lupe Tortilla

Private Equity SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 


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

Event details and registration

05.22.25 | 4:30-6:30 p.m. (Central) | No CPE

Times Ten Cellars

Manufacturing/Distribution SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 


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

Event details and registration

05.29.25 | 4:30-6:30 p.m. (Central) | No CPE

Sevy's Grill

Healthcare SIG

Let's Get Social!

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming '25-26 Season! 


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

Event details and registration

PARTNER EVENTS & RESOURCES

05.08.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

SEC Material Weakness Trends and Remediation Strategies

Event details and registration

05.15.25 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Fundraising and Development Strategies for Boards

Improve fundraising efforts with strategies that enhance board participation, equipping your organization to tackle challenges effectively.

Event details and registration

06.11 - 06.12.25 | Up to 14.5 CPE Credits | Presented by FEI

VIRTUAL CONFERENCE

43rd Annual SEC and Financial Reporting Conference (Hybrid Event)

The premier annual gathering on the West Coast, the 43rd Annual SEC and Financial Reporting Conference facilitates interaction between industry leaders, accounting executives, and policy setters from the U.S. Securities and Exchange Commission (SEC), the Financial Accounting Standards Board (FASB), and the Public Company Accounting Oversight Board (PCAOB).

Event details and registration

06.12 - 06.13.25 | Up to 14.5 CPE Credits | Presented by FEI

VIRTUAL CONFERENCE

Future of Technology in Finance Forum 2025 (Hybrid Event)

In today's rapidly evolving financial landscape, staying ahead isn't just an advantage—it's an imperative. As technology continues to redefine finance, it's essential for leaders and their teams to stay informed, adapt, and innovate.


Get your passport to practical insights, real-world examples, and the latest cutting-edge technologies reshaping finance at FEI’s Future of Technology in Finance Forum. From AI to groundbreaking financial planning tools, this hybrid conference has been meticulously crafted to equip you with actionable strategies to harness technology effectively, driving growth and profitability for your organization.

Event details and registration

06.26.25 | 9:30 a.m. (Central) | No CPE | Presented by FEI

VIRTUAL CONFERENCE

FinTech Innovations Expo: Q3 2025 Solutions Showcase for Finance Leaders

As the financial technology market continues its rapid growth, finance leaders must stay ahead to drive efficiency, accuracy, and strategic decision-making. FinTech Innovations Expo: Q3 2025 Solutions Showcase for Finance Leaders, held virtually on June 26, builds on previous discussions with a deeper dive into cutting-edge solutions reshaping the finance function.


This quarter, we welcome industry leaders who will bring fresh insights and innovations to streamline financial operations. Engage with experts, explore advanced solutions, and discover new strategies to optimize your organization’s financial performance.

Event details and registration

07.09.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q2 2024 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 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

07.16.25 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q2 2025 IFRS Accounting Standards Quarterly Update

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

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

FEI RESOURCES

FEI DALLAS SPONSORS

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

Chapter Information

Website

Chapter Leadership

Chapter Events

Chapter News

Photo Galleries

Other Resources

About FEI

FEI Daily

FEIconnect

CPE Center

Member Directory

Membership Information

Membership Criteria

Become a Member

FEI Dallas

P.O. Box 801363

Dallas, TX 75380-1363

Chapter Contact 

Jackie Dunn, FEI Dallas Manager

214-789-8999


Creative Services

Sharla Hibberd

Plan A Creative Design, LLC 

The submission deadline for FEI Dallas newsletters and upcoming events emails is one week prior to publication. Contact Jackie Dunn for more information.


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