2018 Financial Leadership Summit

FEI 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
Are you registered to attend Chapter Leader Day in Houston, Texas? Take this opportunity to network with other Chapter Leaders and Administrators on Saturday night. Join your Chapter colleagues for food and drinks in an informal and relaxed setting, where you’ll renew your existing connections from around the country, and make new friends at this fun evening. We’ve reserved the upper level of Biggio’s, an upscale sports bar in the Marriott Marquis, where you’ll feast on dishes that are freshly prepared with a Texas flair, sample some local beers, or sip on a crafted cocktail. Game on!


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:
Leading Engagement from the Outside In
Elizabeth Engel | CEO & Chief Strategist | Spark Consulting LLC

Chapters have always been “about” engagement, and in the past several years, we’ve had a renewed focus on engaging our audiences. The thing is, most of us aren’t really doing it well. Could that be because we’ve been thinking about engagement all wrong, focusing on what we want members to do and how we define value?

Join fellow Chapter Leaders as we discuss a radical shift in our understanding of engagement, one based on a member-centric approach that encourages us to view the world from our members’ perspective, focusing on the of Chapters who’ve transformed themselves into necessary partners in their members’ success, becoming financially healthy, vital, growing, mission-driven organizations. You’ll then have an opportunity to role-play what some of those keys might look like within your own Chapter.

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 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
    • Career Management Programs and Initiatives
    • Sponsorship
    • Governance
    • 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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