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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.

Survey Request for FEI Dallas members

Share your experience and help us improve!

FEI Dallas strives to help its members succeed professionally and in all aspects of life.  Your feedback on this survey is helpful to validate that our programs are beneficial for all members, and to make improvements/adjustments as necessary.  This survey is part of our collaboration with the University of Dallas and is for FEI Dallas members only.  

FEI Dallas Members – Click the link below to access the survey.  It is anonymous and should take less than ten minutes to complete. Thank you for your time and feedback!

https://udallas.co1.qualtrics.com/jfe/form/SV_8tYCiiF68AG5Pvw

11.12.24 | 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

Evolution of the Close

Close Evolution – Level Up Your Close: Understanding close challenges and opportunities at each level of business maturity. What are the next steps you can take to level up your close and achieve close optimization.

Justin Brown | Director, Connor Group

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

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

The Texas Energy Expansion

Pat Wood, III | CEO, Hunt Energy Network, and past Chairman of the Federal Energy Regulatory Commission (FERC) and of the Public Utility Commission of Texas (PUCT)

Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation 

Pre-registration at the FEI Dallas website required | Registration pending

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

*Originally scheduled at the Dallas Fed, this meeting has been relocated to Northwood Club.

Open to FEI Dallas members and chapter sponsors per the guidelines for their sponsorship level. Pre‑‑registration required for all attendees.

Registration is open through Wednesday, 10.23.24

Sponsorships available*

Save the Dates for other FEI Dallas Special Events!

We’ll let you know when registration is open.

11.06.24 | 7:30-9:00 a.m.

Maggiano’s Little Italy, Plano

FEI Dallas New Member Breakfast & Networking Event

Open to FEI Dallas new members and Ambassadors

Registration pending

12.04.24 | 7:30-9:45 a.m. (Central) | 2 CPEs

Park City Club, Dallas

Technology Breakfast | Presented by Grant Thornton

Open to FEI Dallas members and their guests, chapter sponsors, and non-members by invitation and pursuant to the FEI Dallas Guest Policy.

Title Sponsor | Grant Thornton

Sponsorships available*

02.22.25 | Dinner Party & Entertainment

Texas Discovery Gardens, Fair Park, Dallas

Winter Social 2025

Open to FEI Dallas members and chapter sponsors, including a spouse/date/partner.

Title Sponsor | Fifth Third Bank

Sponsorships available*

Date & activity TBD

Spring Social 2025

Open to FEI Dallas members and chapter sponsors.

Title Sponsor | TBD

Sponsorships available*

* Contact Warren Rapert, May Lee Harris or Jackie Dunn for sponsorship information.

New Event in the Photo Gallery! 

Monthly Meeting | 10.09.24

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.

11.19.24 | 5:30 - 8:00 p.m. (Central) | 1.5 CPEs

**Note location change**

S+H Search | First Floor Conference Center

1301 W. President George Bush Highway

Richardson, TX 75080

Career Management Meeting with FENG

Navigating Career Transitions: Empowering Financial Leaders

Hosted by Bank of Texas and S+H Search

Recognize your value in technology & project implementations and maximize that experience in any interview or search process. Learn and discuss your broad skillset, where it lies in the value chain and how to articulate and align that with the expectations of any company in a growth, M&A or digital transformation phase.
Shane Reid | CEO-North America, Umlaut Solutions

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 | Event details and registration

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

10.17.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Park City Club - The Windsor Room, 5956 Sherry Lane | Suite 1700, Dallas, TX 75225

Energy SIG

Are the Good Times Over or Are the Best Times Yet to Come?

Outlook on Mergers and Acquisitions in the Energy sector with expert perspectives from leaders in the industry.  We’ll have leaders sharing their points of view from industry operators, transaction execution and legal and regulatory.    
Jason Schumacher, Partner, O'Melveny & Myers, LLP
Tom Carlson, Managing Director, Houlihan Lokey
Collin Mock, Director of Business Development, Scout Energy Partner
Rob Kordas, Managing Director, Houlihan Lokey

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

Register by 10.15.24 | Event details and registration

10.23.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Moss Adams, 14555 Dallas Pkwy, Suite 300, Dallas, TX 75254

Technology SIG

Fast Lane to Success: Navigating Growth in Technology Companies

Leaders of fast growing technology companies will discuss the challenges and successes of scaling operations, building teams and funding new businesses. 
Eric Fortenberry, Chief Executive Officer, JobTread
Joyce Boss, Chief Financial Officer, HighLevel
Michael Pusateri, Chief Executive Officer, Siepe

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

Register by 10.21.24 | Event details and registration

11.07.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Gleneagles Country Club, 5401 West Park Blvd, Plano, TX  75093

G.R.O.W. SIG

Post-Election Economic Outlook and Predictions for Financial Executives

Robert Kaplan, Vice Chairman of Goldman Sachs and the former President and CEO of the Federal Reserve Bank of Dallas and Martin Marshall Professor of Management Practice at the Harvard Business School, will provide an updated outlook for the U.S. economy. Mr. Kaplan will discuss the cyclical and structural factors that are impacting the economy and offer his perspectives on key policy decisions facing America, including how to address the growing deficit, the need for improvement in educational attainment, and the opportunities to enable more women to thrive in today’s workforce. Drawing on his years of experience in the private sector, public sector, and academia, Mr. Kaplan will also share his frameworks for effectively leading organizations and oneself.
Robert Kaplan, Partner and Vice Chairman, Goldman Sachs

Open to FEI Dallas members, and non-members with financial or executive roles, and interest in Growth, Resources, and Opportunities for Women.

Register by 11.05.24 | 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