North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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FEI Dallas Financial Executive Experience (FEE) Program – Mentors Needed!
FEI Dallas is looking for another 20 chapter members who are willing and able to support the FEE program as executive mentors to college students from local universities. The program runs from November to March and encompasses three separate one-on-one meetings with your mentee, at a time and place of your choosing. The FEE mentor program helps provide local college students with invaluable experience and networking with professionals in Dallas. For more details, or to sign up as a mentor, please contact feementors@gmail.com!
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The FEI Dallas Chapter membership directory is going to print soon and will be distributed in November. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing showing (as available in the FEI member database): name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot.
FEI Online Member Directory
FEI members also have 24/7 access to FEI’s online membership directory. Links to the online directory are available at the FEI website, the Dallas Chapter website, and in our newsletters and weekly Upcoming Events emails like this one. FEI member login required.
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Monthly meetings are held on 2nd Mondays at Northwood Club in North Dallas unless otherwise noted. Meetings start at 4:00 p.m. with a Professional Development Session followed by a Networking Social and Dinner Meeting with the Keynote presentation. Although the chapter schedules meetings year-round, there are no monthly meetings in December or from May-August when other special events are scheduled.
Information on previous meetings including recordings and presentation files (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
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11.14.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Inflation Reduction Act Tax Credits and Incentives Overview
The Inflation Reduction Act of 2022 offers many tax credits and incentives that can reduce your organization’s tax burden and increase cash flow.
Craig Lammlin | Tax Director, Moss Adams
Matt Lord | Energy Consultant Manager, Moss Adams
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
Pre-registration at the FEI Dallas Chapter website required | Registration pending
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NO MONTHLY CHAPTER MEETING IN DECEMBER
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2022-23 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter Meetings are held in person at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees via FEI’s online CPE Center.
2022
September 12
October 10
November 14
2023
January 9
February 13
March 6 | First Monday due to Spring Break conflicts
April 10
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Monthly Career meetings are held on the 3rd Tuesday of each month year-round. Career meetings are open to FEI Dallas Chapter members, employed or unemployed. 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.
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11.15.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
CPE credit available to FEI members who register online at the chapter website. Registration is open though meeting end time. FENG members do not need to register.
Pre-registration at the FEI Dallas Chapter website required for CPE eligibility | Registration pending
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2022-23 FEI Dallas Career Management Monthly Meeting Schedule
FEI Dallas Monthly Career Management Meetings are held in association with The Financial Executives Networking Group (FENG).
2022
July 19
August 16
September 20
October 18
November 15
December 20
2023
January 17
February 21
March 21
April 18
May 16
June 20
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11.10.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Private Equity CFO Series
Potential Blind Spots in Earnouts
Greenberg Traurig, 2200 Ross Ave., Ste. 5200, Dallas TX 75201
This program will cover best practices, as well as potential blind spots and traps for the unwary in connection with M&A earnouts.
Steven E. Bartz | Shareholder, Greenberg Traurig, LLP
Vincent Biemans | Managing Director, Berkley Research Group
Dan Elms | Litigation Shareholder, Greenberg Traurig, LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
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FEI LEARNING OPPORTUNITIES
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FEI webinars – Many webinars offering CPE credit are free to FEI members.
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FERFPros – Subscriptions for FERFPros online learning are available at no charge to new FEI members in the In Transition membership category. Contact: Laura Castle, 973-765-1030 or lcastle@financialexecutives.org
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FEI On Demand Courses – FEI is currently offering FEI members complimentary access to the Leadership Master Classes and Deep Listening in a Digital Age. Click the link for more information and be sure you are logged in under your member credentials.
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FEIconnect is an online network exclusively for members of FEI and association staff. FEI members can use the site to network with others who share their interests, specialties, or questions.
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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.
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Emerging Academic Partner
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FEI Dallas Chapter
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
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The submission deadline for FEI Dallas Chapter newsletters and upcoming events emails is one week prior to publication. Contact Jackie Dunn for more information.
You are receiving this email because you on are the FEI Dallas Chapter email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
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