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OPEN FOR REGISTRATION!

Registration deadline | Tuesday, December 2, 2025

Open to FEI Dallas members and their guests, event and chapter sponsors, and guests who meet FEI membership qualifications.  Pre-registration required.  Guest fees may apply.

OPEN FOR REGISTRATION!

Open to FEI Dallas members and guests who meet FEI membership qualifications.  
Pre-registration required.

SAVE THE DATE!

Winter Social 2026: Passport to the Party

01.31.26 | 6:30-10:30 p.m. | Dinner Party | Hôtel Swexan, Dallas Harwood District

Step into a world of adventure as guests arrive and receive their “passport” to an unforgettable evening. Passport to the Party transforms our space at the Hôtel Swexan into a sophisticated global expedition, with six continents brought to life through culture, cuisine, music, and interactive experiences.

Title Sponsor: Fifth Third Bank

Open to FEI Dallas members and sponsors.  Invitations are +1 for spouse/partner/date.
Pre-registration required for all attendees.

Sponsorships Available! Contact Warren Rapert, Terry Beneke, Dave Siebert, or Jackie Dunn for information.

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.

01.13.26 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

FEI Dallas Monthly Meeting

Note that due to construction at our usual meeting venue, 2026 monthly meetings will be held on 2nd Tuesdays at Dallas Country Club.

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

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

Economic Outlook and the Investment Landscape

This program will provide an in-depth, real-time perspective on the current market landscape – covering macro trends, interest rate dynamics, and the key forces shaping investment opportunities ahead.

Eric Kelley | Chief Investment Officer, UMB Bank

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

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

Counterintuitive: Driving Transformation Through Servant Leadership

Real, lasting change doesn’t come from titles or top-down directives — it comes from leaders who choose to serve first. This session explores the surprising ways humility, active listening, and putting others ahead of yourself create the strongest foundation for performance, trust, and shared ownership. Drawing on practical experience from 40 years as a senior executive in both the public and private sector, it highlights why the most effective path to meaningful transformation often runs straight through the counterintuitive practice of servant leadership.

Ron Holifield | Founder & Owner, Strategic Government Resources

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.

New Event in the Photo Gallery!

November Monthly Meeting | 11.10.25

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.

12.16.25 | 5:30-8:00 p.m. (Central) | Sherry Lane Place

Career Management Holiday Happy Hour

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

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

12.02.25 | 10:00 a.m. (Central) | Up to 4 CPEs | Presented by FEI National

WEBINAR

Public Company Readiness Conference CPE-Accredited Replay

Event details and registration

12.10.25 | 11:00 a.m. (Central) | 1 CPE | Moss Adams x Baker Tilly

WEBINAR

EBP Insights and Fiduciary Responsibilities

Event details and registration

12.10.25 | 11:30 a.m. (Central) | No CPE | Moss Adams x Baker Tilly

WEBINAR

Beyond Bots: Building Adaptive Workflows With Intelligent Process Automation

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