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FEI Dallas is the Premier Networking and Professional Development association for financial executives.
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Blue FEI Dallas banner announcing upcoming events and a November 9, 2026 date
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MONTHLY MEETINGS

Starting with the November meeting, we are back to our normal
2nd Tuesday meeting dates for the rest of the year.


Blue and white Dallas monthly meeting flyer with speakers, schedule, and sponsor logos

Registration for this meeting is closed. Current FEI Dallas members and chapter sponsors

may contact Jackie Dunn for waitlist availability.

FEI Dallas Monthly Meetings are on 2nd Tuesdays unless otherwise indicated, from September to April except December and the summer months when other events are scheduled. Meetings are 4:00-8:00 p.m. at The Clubs of Prestonwood – The Creek location, starting with a Professional Development Session (1.5 CPEs) followed by the Networking Social and a sit-down Dinner Meeting/Keynote presentation (1 CPE).

2026

Monday | September 14

Monday | October 12

Tuesday | November 10

2027

Tuesday | January 12

Tuesday | February 9

Tuesday | March 9

Tuesday | April 13

SPECIAL EVENTS

SAVE THE DATE

Tech Symposium 2026 - Banner 1.jpg

Open to FEI Dallas members, sponsors, and guests who qualify for FEI membership.

01.29.27 | 11:00 a.m.-4:00 p.m. | 4 CPEs in Ethics | SAVE THE DATE

Ethics Workshop for Texas CPAs

Format | TSBPA-approved Ethics program

Location | TBD

Schedule | 11:00 lunch available, 11:30-3:30 p.m. program followed by Networking Happy Hour

Title Sponsor | BVWD

Open to FEI Dallas members, their CPA staff who need Ethics credit, and guests who qualify for FEI membership.

04.24.27 | 6:30-10:30 p.m. | SAVE THE DATE

Spring Social 2027

Format | +1 dinner event with entertainment

Location | Hickory Street Annex, Deep Ellum, Dallas

Title Sponsor | Fifth Third Bank

Open to FEI Dallas members and sponsors

New Event in the Photo Gallery!

Wine Tasting Social | 10.27.26

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.

CAREER EVENTS

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Registration deadline | Thursday 11.12.26

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

REGISTER

12.15.26 | 5:30-8:00 p.m.

Sherry Lane Place, Dallas

Career Management Holiday Happy Hour

Toast the season with FEI Dallas Career Management! All FEI Dallas members, employed and in transition, are welcome for festive fellowship, new connections, and plenty of holiday cheer!

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

Registration deadline | Thursday 12.10.26

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!

The Career Management Committee exists to enhance the professional success of FEI members by delivering career development programs, leadership and ethics education, networking opportunities, and employment resources that support career advancement, successful transitions, and lifelong professional growth. Through collaboration with recruiters, employers, and the broader financial community, the committee also promotes member engagement and contributes to the growth and value of FEI.

SPECIAL INTEREST GROUPS

11.18.26 | 4:30-6:45 p.m. (Central) | 1 CPE
RHSB Insurance Dallas Office, Dallas 
Manufacturing/Distribution SIG

2027 Economic Outlook: Navigating Market Trends & Business Uncertainty

Join us for a discussion on the economic trends shaping 2027, including Federal Reserve policy, interest rates, inflation, global markets, and potential policy changes following the midterm elections. Gain insights into how these factors may impact business operations, budgeting, forecasting, and strategic planning in the year ahead.

Bonnie Chan | Chief Global Strategy Officer, H+K International 

Megan Mohler | Vice President and Senior Economist, Braumiller Law Group

Melissa Keeling | Executive Vice President, Stellar Bank


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

Registration deadline | Monday 11.16.26

Event details and registration

PARTNER EVENTS & RESOURCES

11.10.26 | 12:00 noon (Central) | 1 CPE | Presented by BDO

WEBINAR

2026 Filing Season Recap: Unclaimed Property Compliance Lessons Learned

Join BDO Unclaimed Property leaders for this webcast that will recap key unclaimed property compliance trends, challenges, and lessons learned from the 2026 filing season, including common reporting issues, jurisdictional nuances, and evolving state expectations.

Event details and registration

11.10.26 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

From Compliance to Competitive Edge: CMMC & the DoD's Supply Chain Cybersecurity

In this webcast, we will review CMMC fundamentals and current implementation considerations, examine the DFARS and FAR cybersecurity clauses that may affect prime and subcontractor obligations, and discuss how shifting regulatory requirements could create greater complexity across the supply chain.

Event details and registration

11.11.26 | 10:00 a.m. (Central) | No CPE | Presented by BDO

WEBINAR

Scale Smarter: Making Tech Investments Work Harder

Organizations are investing heavily in ERP, data and AI—but the real value comes from how those investments work together to improve the business.

Event details and registration

11.12.26 | 12:00 noon (Central) | 1 CPE | Presented by BDO

WEBINAR

AI and Supporting the Close: Financial Reporting, Close Process, and Year-End Accounting Considerations

This webcast will position BDO’s perspective on how AI can support a more efficient, controlled, and insight-driven financial close process, with emphasis on financial reporting, close agreements, and year-end accounting considerations.

Event details and registration

11.12.26 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Post-Election Washington Tax Outlook

Our webcast will translate the election results and the practical planning implications. Key tax changes remain possible this year, including provisions to expand taxpayer access to refunds, extend key incentives, and reform the treatment of digital assets. We’ll cover the prospects for a year-end tax package, the long-term outlook for major tax changes, and the latest on IRS regulatory and enforcement action.

Event details and registration

11.17.26 | 11:00 a.m. (Central) | No CPE | Presented by BDO

WEBINAR

Responding to Trade Uncertainty: Building a Playbook for Global Business

Join BDO's international trade, customs, transfer pricing, and supply chain professionals as they explore how companies are navigating uncertainty through scenario planning, cross-functional collaboration, and coordinated decision-making.

Event details and registration

11.18.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

2027 Compensation Committee Priorities

Join us for a discussion on emerging and specialized matters within the compensation committee’s purview. We will cover executive and director compensation trends, benchmarking considerations, and evolving oversight priorities affecting public and private company boards. You will also hear from subject matter experts on the compensation committee’s expanding mandate and specialized considerations for overseeing human capital management.

Event details and registration

11.18.26 | 11:00 a.m. (Central) | 1 CPE | Presented by Baker Tilly

WEBINAR

Internal Audit Reimagined: Modernizing Internal Audit Through ERM and Risk Alignment

Event details and registration

12.09.26 | 11:30 a.m. (Central) | No CPE | Presented by Baker Tilly

WEBINAR

Getting More From Your ERP: Strategies For Long-term Business Value

Join Baker Tilly to learn how organizations are extending the value of their ERP investments through continuous optimization, application support services and modernization strategies.

Event details and registration

12.10-12.11.26 | 9:00 a.m. (Central) | 19 CPE | Presented by BDO

WEBINAR

Everything You Need To Know 2027

Join BDO virtually for two days for 6 hours each day to assist your agency for the challenges in the upcoming year. This webinar for all staff members will discuss strategies and techniques to protect reserves, implementing new regulation and survive challenges in funding. We will consolidate all the important goals, deadlines and hot topics for 2027.

Event details and registration

12.16.26 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO

WEBINAR

Q4 2026 Quarterly Technical Update

The Quarterly Technical Update Webcast Series 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

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

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SPECIAL PARTNERS

ACADEMIC PARTNERS

COMMUNICATION/MEDIA PARTNERS

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FEI Dallas

P.O. Box 801363

Dallas, TX 75380-1363

Chapter Contact 

Jackie Dunn, FEI Dallas Manager


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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