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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

Survey extended through end of day 10.30.24.

Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration is required for all attendees.

Registration is open through Tuesday 11.05.24

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.

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

may contact Jackie Dunn for waitlist availability.

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

INVITATION ONLY | Open to FEI Dallas members who joined within the last year and Ambassadors

Event details and registration

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*

01.30.25 | 5:30-7:30 p.m. (Central) | 1.5 CPEs

Park City Club, Dallas

FEI Dallas Small Forum Orientation (formerly called Peer Groups) 

Presented by Dr. Bert Parlee, Executive Coach, Licensed Clinical Psychologist and Psychotherapist, Stagen

Small Forums are small groups of 8-10 similarly situated peers that meet monthly in a high-trust setting to discuss professional and personal joys and challenges, sharing experiences from their own background which are often helpful in navigating life’s curveballs.  CEO Netweavers has them, Vistage has them, Chief has them, YPO has them… and now FEI Dallas has them.

We are opening enrollment soon to form several new Small Forum groups for the first time since before the pandemic.  Join us for this informational session to learn the personal and professional benefits of having a group of 8-10 similarly situated peers who truly understand the issues, stressors, joys and intensity that come with the types of roles that we hold within FEI, and are able to discuss in a high-trust setting.

In addition to traditional Small Forum groups which value diversity of membership, we are also hoping to form Small Forum groups for a few targeted membership areas:

Retired/Semi-retired

Women of FEI

5:30-6:00 p.m. | Check-in, Networking, Drinks & Hors d’oeuvres

6:00-7:30 p.m. | Informational session including two immersion exercises

Open to current FEI Dallas members | Registration pending

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.

Note location change to:

S+H Search

Conference Center 

(First floor right inside the building entrance)
1301 W. President George Bush Highway
Richardson, TX  75080

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.

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

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

11.14.24 | 4:30-6:30 p.m. (Central) | 1 CPE

USI Insurance Office, International Plaza #3, 14241 Dallas Pkwy, 1st Floor, Dallas, TX 75254

Private Equity SIG

Striking a Balance to Strike it Rich? Walking the Tightrope as a PE Portfolio Company CFO

Hear from CFOs with multiple private equity portfolio experiences about the good and the bad of serving two masters – the private equity firm and the company CEO – who sometimes have conflicting goals.
Patrick Rogers Gonzalez, Chief Financial Officer Consultant, CPR Consulting LLC
Allen Frank, Chief Financial Officer, Automatic Fire Protection
Bill Rowe, Chairman and CEO, Rowe Global

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

Register by 11.12.24 | 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