North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
FEATURED EVENT
12.08.20 | 7:30-9:00 a.m. | 1.5 CPEs
Dallas Technology Breakfast 2020 | VIRTUAL
Using Technology Strategically to Transform into the New Normal and Beyond
COVID-19’s social, economic, and market impact exceeds previous crises including the 2008 Global Financial Crisis. The recovery path while variable requires business to define a resilient “New Normal” and will require technology improvements and investments for recovery in Industrial, Consumer & Retail, Information, Communication & Technology, Energy and Natural Resources, Healthcare & Life Sciences and Financial Services. Where are the opportunities? What to embrace?  
Charles Cochran, Principal, Transformation Delivery, KPMG

Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation 
Pre-registration at the FEI Dallas Chapter website required | Event details and registration
MONTHLY CHAPTER MEETINGS
It is anticipated that In-Person + Virtual meetings will continue throughout the year. In-Person attendance is currently limited per the Governor's guidelines related to large gatherings in the COVID environment. Virtual attendance is not limited. Changes in format and attendance limitations will be considered as guidelines evolve.
01.11.21 | SAVE THE DATE
Monthly Chapter Meeting | IN-PERSON & VIRTUAL

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:00 p.m. Networking Social

Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation 
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
2020-21 FEI Dallas Chapter Monthly Meeting Schedule
Monthly chapter meetings are held on 2nd Mondays September-April except December.

2020
September 14
October 12
November 9

2021
January 11
February 8
March 8
April 12
SPECIAL EVENTS
Due to continuing social distancing restrictions, the Fall Social planned for Oct. 26 has been cancelled. The Special Events committee is working on the Winter Social planned for February 2021 and the Spring Social planned for April 2021, and will publish details as they become available. 
CAREER EVENTS
Virtual events will continue for the foreseeable future. CPE credit will be available subject to attendance criteria.
11.24.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
Mindset Mastery: How to Gain Clarity and Thrive in Challenging Times
Based on the work of Napoleon Hill, we all possess faculties that the most successful leaders and entrepreneurs throughout history have used to create their results. When you learn this in order to gain clarity on your personal vision and apply them to your life, you will find new ways to determine the best path forward for your career, your challenges become smaller, you will have more drive and energy to achieve your goals with greater impact. This will enable you to get unstuck, or quickly pivot to a new direction while building upon the foundation you already have. In this session, you will have an opportunity to define and design the results you would love to create – and learn proven tools & strategies that will enable you to move forward quickly. 
Ngan Nguyen, CEO, Cintamani Group

Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
Pre-registration at the FEI Dallas Chapter website required | Event details and registration
CPE credit available to all attendees
12.15.20 | SAVE THE DATE 
Career Management Wine & Pairings Social with FENG
Note date change to the 3rd Tuesday due to the holidays
The FENG/FEI Career Management meeting in December is our annual Happy Hour on the third Tuesday instead of the fourth due to the holidays. This year is special, a ZOOM networking happy hour with wine, cheese and charcuterie pairings by Central Market beginning at 6:00 p.m. Participants will break out into rooms to network with one another while tasting, with a random shuffle to a different room for each wine. Attendance will be capped at 100 participants on a first-come first-served basis. Registration will occur at the FEI Dallas website as has been done for the monthly webinars, and registration codes will be made available to eligible attendees.  
 
The cost is $35 per participant with FEI underwriting the majority of the cost. This covers three bottles of wine, assorted cheeses, meats, nuts and fruits, enough for several people. We encourage participants to invite their significant others or have friends over to enjoy the occasion while safely distancing. We want this to be FUN along with the networking!
 
Open to FEI Dallas Chapter members in the In-Transition membership category and DFW members of FENG. Registration instructions will be sent to eligible attendees in each group. 
2020-21 Career Management Monthly Meeting Schedule
Monthly Career Management Meetings are held in conjunction with The Dallas Financial Executives Networking Group (The FENG) on fourth Tuesdays year-round except December which is on the third Tuesday. Meetings are webinars unless otherwise noted. CPE credit is available to all attendees subject to attendance criteria.

2020
July 28
August 25
September 22
October 27
November 24
December 15

2021
January 26
February 23
March 23
April 27
May 25
June 22
SPECIAL INTEREST GROUPS
The plan for Special Interest Group meetings in 2020-21 is to have a virtual event for each SIG in the fall, and two in-person meetings in the winter/spring timeframe. Meetings will be simultaneously streamed for people who choose not to attend in person, and CPE credit will be available subject to attendance criteria. Smaller group sessions will be conducted before or after meetings via Zoom breakout rooms. More details to come. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology.
11.16.20 | 4:30-5:50 p.m. (Central) | 1 CPE
Healthcare CFO Series | VIRTUAL
2020: What Happened and What’s Next
This program is a guide to following the sweeping temporary and permanent legislative and executive order changes we saw in 2020, along with the breakdown of the 2020 elections, and what to expect net out of DC, the administration and Congress after the results are in given their platforms and The Hill whispers. The program will discuss how the winning candidate’s healthcare and financial strategy helped them gain traction. It will also address the tone and message that we are hearing in D.C. from different members of Congress working on healthcare and financial legislation, and what they are saying, or not saying, about the winning candidate’s healthcare policy. The program will have feedback from members on Trump’s comments on healthcare and the financial sector as he looks to his second term or looks to be walked out come January 2021.
Donna Wilkinson, Senior Counsel, Ameriflex

Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Healthcare sector
Pre-registration at the FEI Dallas Chapter website required | Event details and registration
Registration open through start of meeting
PARTNER EVENTS
11.18.20-12.16.20 | Presented by Moss Adams
VIRTUAL SERIES
Value Creation Webcast Series
When faced with an uncertain environment, one of the best steps you can take is proactive planning for both the short and long term. This series of webcasts is designed to help your company do just that. We’ll provide tools and guidance to help you navigate growth and profitability challenges industry brought on by COVID-19 and prepare for recovery.

11.18.20 | Go-to-Market Product and Sales Strategies Register
12.02.20 | Digital Transformation & Customer Experience Register
12.09.20 | Supply Chain Management Register
12.16.20 | Preparing Your Company for Acquisition Register
11.19.20-12.17.20 | Presented by Sage Intacct
VIRTUAL SERIES
Healthcare Hangout
Join these 30-minute sessions and take the opportunity to network, learn, and share with your healthcare finance peers. The healthcare industry is experiencing exceptional change, but how can we, as finance leaders, lead our organizations out of crisis and reignite growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the healthcare industry.

11.19.20 | What’s Next with HIPAA
12.17.20 | What’s On Tap for 2021
FEI LEARNING OPPORTUNITIES
FEI webinars – Many webinars offering CPE credit are free to FEI members.
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
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.
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.
FEI’s COVID-19 Dashboard – Insights into the COVID-19 crisis and how financial executives are responding.
CHAPTER 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.
Chapter Title Sponsor
Strategic Partners

Special Events Partner
Platinum Sponsors
Special Partners
Academic Partners
Communications Sponsors
Membership Information