2018 Financial Leadership Summit

Leadership Events

FEI's Leaders are core to its success. Your invaluable participation and contributions help to ensure members remain engaged and active through local events, communications, professional development sessions and much more.

If you will only be attending the Chapter Leader Reception & Dinner on Saturday, May 19 and/or Leader Day on Sunday, May 20, RSVP here.


Saturday, May 19 | 7:00 Pm – 9:30 pm

Chapter Leader and Administrators Networking Reception and Dinner
Renew existing connections with your Chapter Leader colleagues from around the country and make new friends at this relaxed, fun evening of good food and cheer!


SUNDAY, MAY 20 | 7:30 AM – 5:00 PM

7:30 AM - 8:00 AM
Leader Day | Earn up to 7 CPE Credits

8:00 AM - 9:45 AM
Workshop Presentation
Details forthcoming.

10:00 AM - 12:00 PM

  • Annual Business Meeting of Members
  • Leadership Council Meeting
    • Awards and Gifts Ceremony
    • Organizational Update
    • Treasurer's Update
    • Open Discussion

12:15 PM - 1:30 PM

Chapter Leader Luncheon
  • Presentation of FERF Engagement Award
  • Announcement of Chapter Award Program recipients

1:45 PM - 5:00 PM
Chapter Leaders and Administrators Workshop and Interactive Sessions
An afternoon of dialogue designed to generate actionable ideas for your Chapter! In keeping with the day’s theme, the concurrent sessions (facilitated by leaders to help guide the dialogue and engage all participants) will generate innovative approaches for delivering value-added services to Chapter members and solutions to the opportunities and challenges that your Chapter faces. Come prepared to share, create and innovate!

  • 1:45 PM - 2:15 PM
    Innovation Session
    Full Leader session to highlight select innovative Chapter initiatives.
  • 2:30 PM - 3:30 PM
    Key Chapter Functions and Activities (pick 2 and rotate at the half-hour
    • Membership
    • Programs and CPEs
    • Sponsorship
    • Governance
    • Career Management
    • CRM
  • 3:45 PM - 5:00 PM Chapter Best Practices Discussions
    • Smaller Chapters (Less than 100 members)
    • Mid-Sized Chapters (100 to approx. 200 members)
    • Larger Chapters (More than 200 members)

6:00 PM - 10:30 PM
Denim & Diamonds Opening Reception and Financial Executive of the Year Awards Ceremony* | Details

*Admission to these events are included in the cost of Financial Leadership Summit registration. Ticket for individuals not registered for Financial Leadership Summit are $200 and can be purchased here.


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