Registration for this meeting is closed. For event information or registration issues, contact Eric Holleman at [email protected].
Opening the Kimono into Commercial Banking:
Understanding the Real Process Behind Securing Financing
September 21, 2017
4:30 p.m. Check-in | 5:00-6:40 p.m. Program (2 CPEs)
6:40-7:30 p.m. Hors d’oeuvres & Cocktails
With the Dodd Frank Act, the new banking regulations are now in effect and securing financing is more challenging. What is the right choice for your company? The moderated panel with a commercial banker, a mezzanine/equity financier, and a derivatives player, will discuss a variety of financing alternatives. Learn strategies to get your financing request approved by understanding the behind-the-scenes discussions that take place around a credit application. It’s not always what you think…
Elizabeth Falco, EVP, Corporate & Healthcare Banking, Texas Capital Bank
Amber Evanco, Managing Partner, PNC Capital Markets
Barrett Lidji, Vice President, Congruent Investment Partners
Tiffany Cason, Dallas Market President, Capital One Bank
Deb Purvin, Senior Vice President, Texas Capital Bank (moderator)
REGISTRATION
Open to FEI Dallas Chapter members, and non-members with executive roles in the Manufacturing/Distribution sector.
Register by Tuesday, September 19, 2017.
LOCATION
Bent Tree Country Club
Oak Room
5201 Westgrove Dr.
Dallas, TX 75248
STRATEGIC INVESTORS
Principal Financial Group
RHSB
Strasburger & Price
Texas Capital Bank
Whitley Penn
CPE CREDIT
CPE credit is available online via FEI’s CPE Center to both FEI members and non-members. You will need to log in to the CPE Center using the same login credentials associated with your event registration. If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
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: http://www.learningmarket.org.
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some state 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.
CHAPTER CONTACT
Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999 | 469-241-0079
[email protected] | www.feidallas.org