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FEI Dallas is the Premier Networking and Professional Development association for financial executives.
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President's Message - August 2025

IMPORTANT NOTICE | UPDATING YOUR FEI PASSWORD

FEI has launched a new Association Management System (AMS).  As part of this important upgrade, all website users must reset their password to be able to access their FEI account and register for events.  If you haven’t already, please follow the instructions below to reset your password.


TO RESET YOUR PASSWORD

Click the "Reset Your Password Now" link below, then select "Provide/Reset my password" on the login page.  Enter your FEI account email address or username, and click "Find My User Account."  You’ll then receive an email with a secure link to complete your password reset.

[Reset Your Password Now »]

(https://my.financialexecutives.org/Security/Sign-In-Help)


We appreciate your patience as we work to improve your FEI experience.

If you have problems registering for FEI Dallas events after resetting your password, please contact Jackie Dunn, FEI Dallas Manager, prior to the registration deadline for that event.

OUR NEWEST MEMBERS
DALLAS MEMBER ROSTER

SUMMER PROFESSIONAL DEVELOPMENT SERIES

Summer Series meetings are open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per the chapter’s Guest Policy.  Pre-registration is required for all attendees.  *SPECIAL BENEFIT FOR FEI DALLAS MEMBERS:  Bring your financial staff at no charge!  See the Guests section at the registration site for more information.

REGISTER

Registration deadline | Wednesday, August 6, 2025

Password reset is required for all FEI website users to register for events.

If you haven’t already reset your password, see the instructions in the IMPORTANT NOTICE section of this issue. 

PAST EVENTS


06.25.25 | Presented by Executive Education, The University of Texas at Dallas

Estimating the Financial Return of Investment in Artificial Intelligence


07.08.25 | Presented by the Gupta College of Business, University of Dallas

Leading Through Adaptive Challenges

SPECIAL EVENTS

NOW OPEN FOR REGISTRATION!

REGISTER

Registration deadline | Thursday, August 14, 2025

Password reset is required for all FEI website users to register for events.

If you haven’t already reset your password, see the instructions in the IMPORTANT NOTICE section of this issue. 

MONTHLY MEETINGS

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.

2025 | Second Mondays

Northwood Club

6524 Alpha Rd., Dallas

_________________________

September 8, 2025

October 13, 2025

November 10, 2025

2026 | Second Tuesdays

Dallas Country Club

4125 Mockingbird Ln., Dallas

_________________________

January 13, 2026

February 10, 2026

March 10, 2026

April 14, 2026

09.08.25 | 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

AI & Cybersecurity: What a Financial Executive Should Know and How To Approach It

Presented by OakTruss Group

Marla Beckham | President & CFO

Jude Sunderbruch | Managing Director

Clay Gooch | Senior Director

Sarah Mohrle | Senior Advisor


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: New Directions and Global Trends

Pat Wood, III

Executive Chairman, Hunt Energy Network


This meeting is open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation. Pre-registration required.

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

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.

08.19.25 | 5:30-8:00 p.m. (Central) | No CPE 

Sherry Lane Place, Dallas

Speed Networking Social | Open to all FEI Dallas members!

Presented by Financial Additions and FEI Dallas Career Management

Open to all FEI Dallas members – both employed & unemployed – and not just for job seekers!  The Speed Networking Series will be held in lieu of regularly scheduled Career Management meetings in August 2025 and February 2026.  Food & Beverages provided by S+H Consulting / S+H Search.


Event details and registration

Password reset is required for all FEI website users to register for events.  If you haven’t already reset your password, see the instructions in the IMPORTANT NOTICE section of this issue.

09.16.25 | 5:30-8:00 p.m. (Central) | 1.5 CPEs

Sherry Lane Place, Dallas

Career Management Meeting 

Manage Your Career in 2025

Join us for a question & answer discussion on ways to better manage your career as a financial leader.  This is your chance to ask any question you would like, about how to manage your financial career in 2025.
Stephen Konstans | Managing Director, ZRG Partners

Event details and registration

Password reset is required for all FEI website users to register for events.  If you haven’t already reset your password, see the instructions in the IMPORTANT NOTICE section of this issue.

PARTNER EVENTS & RESOURCES

08.14.25 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Beyond the Build: Strategic Success in Costpoint Implementations

Event details and registration

08.14.25 | 12:00 noon (Central) | No CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Unlock the Full Value of Your NetSuite Investment

Event details and registration

08.21.25 | 12:00 noon (Central) |  CPE | Presented by Moss Adams x Baker Tilly

WEBINAR

Regulatory Shifts and Implications of the Budget Reconciliation Bill

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

Communications/Media 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 is undergoing a transition to our new Association Management System and some links are unavailable at this time. We appreciate your patience as we complete this important upgrade.

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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