Volunteer CPE Program | DALLAS | INVITATION ONLY

This program (4:00-5:00 p.m.) has been cancelled due to low registration. However, the Volunteer Happy Hour (5:00-7:00 p.m.) is still on as scheduled.

FEI Dallas Volunteer CPE Program | INVITATION ONLY

May 30, 2024 | Program 4:00-5:00 p.m. | 1 CPE
Location | Frisco, TX
Open to FEI Dallas leaders and committee volunteers who are registered to attend the Volunteer Happy Hour 5:00-7:00 p.m.
Attire | Casual
 
This registration covers only the CPE program from 4:00-5:00 p.m.  The invitation for the Volunteer Happy Hour 5:00-7:00 p.m. is a calendar appointment sent by Emily Colgan.  If you have not already RSVPd with Emily for the Volunteer Happy Hour, please do so no later than 12:00 noon on Monday, May 20.
 

PROGRAM

4:00-5:00 p.m. | 1 CPE | #8 VIP Suite

Trends in Private Equity | Panel Discussion

The Private Equity sector has seen significant changes over the past 24 months with high interest rates and post-pandemic trends differing from during the pandemic. Attendees at this program will learn about financial and operating trends in the Private Equity sector of industry.
Jack Edmonds | SVP Commercial Banking, Regions Banks
Steve Bartz | Attorney & Shareholder, Greenberg Traurig
Paul Allen Henley | Senior Managing Director, The CEA Group
Stephen Tosha | Senior VP, Merrill Lynch Wealth Management
Mark Dendle | CFO, Valtir, LLC (moderator)
 

REGISTRATION

Open to FEI Dallas leaders and committee volunteers who are registered to attend the Volunteer Happy Hour 5:00-7:00 p.m.
 

CPE CREDIT

This event offers 1 CPE credit in Finance to all attendees.  Registration in the FEI system and onsite signature verification of attendance are required to earn CPE credit.
 
Financial Executives International is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
 

CANCELLATION

To cancel a reservation, contact Jackie Dunn at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances, we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
 

CONTACT

Jackie Dunn
FEI Dallas Manager
[email protected]
 


Speakers

Mr. Steven Bartz

Attorney & Shareholder
Greenberg Traurig, LLP

Mr. Jack Edmonds

SVP Commercial Banking
Regions Bank

Mr. Paul A. Henley

Senior Managing Director
The CEA Group

Mr. Stephen Tosha

Senior Vice-President
Merrill Lynch Wealth Management