REGISTRATION FOR THE IN-PERSON MEETING IS CLOSED. CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS WISHING TO ATTEND IN PERSON MAY CONTACT JACKIE DUNN TO JOIN THE WAITLIST: [email protected].
REGISTRATION FOR THE LIVESTREAMED PROGRAMS (VIA ZOOM WEBINAR) WILL CONTINUE THROUGH THE START OF THE MEETING. ZOOM LINKS WILL BE SENT IN AN EMAIL CONFIRMATION SHORTLY AFTER REGISTRATION IS COMPLETE.
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FEI Dallas Chapter Monthly Meetings are planned as in-person meetings in 2021-22. The schedule has altered slightly since previous years, please see event details below. The two programs – the Professional Development Session at 4:00 p.m. and the Keynote Presentation at 7:00 p.m. – will be livestreamed via ZOOM Webinars and eligible for CPE credit for those who do not wish to attend in person. Please register for IN PERSON sessions or WEBINARS (programs livestreamed via ZOOM), but not both.
COVID SAFETY PROTOCOLS
The following COVID Safety Protocols will be observed at this meeting:
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A signed COVID-19 waiver is required to enter the meeting. You may print and bring the waiver with you or we will have copies available for completion onsite.
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Face coverings are encouraged whether or not you’ve been vaccinated for COVID-19.
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If you have been around someone who tested positive for COVID-19 within the last 14 days, we ask that you not attend this meeting even if you have no symptoms and/or test negative.
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FEI Dallas Chapter Monthly Meeting | IN PERSON + Livestreamed Programs
October 11, 2021 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240 | Business attire
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed
Commercial Bankers Roundtable – A Retrospective & Prospective Look of Changing Relationships
A retrospective and prospective look at the impact of PPP and COVID-19 on loans, debt evaluation, and impact on banking relations. What bankers need from CFOs now.
Dean Rosencrans | President, Dallas Bankers Club (moderator)
Rachel Capps | SVP, Commercial Banking Group, Capital One Bank
Marc Farmer | SVP, Commercial Banking-Texas, UMB Bank
David Nakhleh | VP & Relationship Manager, Corporate Banking, Bank of Texas
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE | In Person
7:00-8:00 p.m. Keynote Presentation | 1 CPE | Livestreamed
Workforce Solutions for Justice-Involved Emerging Adults
Emerging adults, generally, have transition challenges. Those with criminal histories experience even more barriers to social mobility. Will these individuals be able to find livable wage employment, critical occupational skills, and housing? Yulise R. Waters, Esq. provides insight into the ConnectU2Jobs program, which provides justice-involved emerging adults with an earn to learn training program and employment opportunities.
Yulise R. Waters, Esq. | Deputy Director, Lone Star Justice Alliance
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REGISTRATION
This meeting is open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation. Pre-registration at the FEI Dallas Chapter website is required for all attendees. When registering for this meeting, please select either IN PERSON attendance or WEBINARS – but not both – and designate the sessions you plan to attend.
FEI Dallas Chapter Members | Free
FEI Dallas Chapter Sponsors | Free per the attendance guidelines for your sponsorship level. Sponsors with registration-enabled logins may register on this page. If you receive a notice that you are not eligible to register, contact Jackie Dunn at [email protected].
Chapter Title Sponsor | 3 attendees, in person or livestreamed
Strategic Partners | 2 attendees, in person or livestreamed
Special Events Partner | 2 attendees, in person or livestreamed
Platinum Sponsors | 2 attendees, in person or livestreamed
Media Sponsors | 2 attendees, in person or livestreamed
Academic Partners | 2 attendees, in person or livestreamed
Special Partners | 1 attendee, in person or livestreamed
Guests | Guest fee $100 all-inclusive
Chapter members may occasionally bring guests to chapter meetings subject to advance registration and approval. Guest fees are payable by credit card in advance at the time of registration. Guests may not serve in a business development role for a firm that provides products or services to financial executives unless specifically approved in advance. Guests may not attend monthly chapter meetings on a repeated basis. Guests who qualify for FEI membership may attend one monthly meeting on a complimentary basis, allowing them to evaluate the benefits of FEI membership. Please confirm membership eligibility before submitting guest request.
To request guest approval, contact Jackie Dunn at [email protected] with the following information. Complete information required for registration. If guest is in transition, please also provide a resume or a summary of qualifying experience.
Full name
First name for nametag (if different)
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Which session/s will your guest attend?
Professional Development Session | 4:00-5:15 p.m. | 1.5 CPEs
Networking Social | 5:15-6:20 p.m.
Dinner Meeting with Keynote Presentation | 6:20-8:00 p.m. | 1 CPE
Payment information | Guest fee $100
Credit card number
Expiration date
Name on card
FEI MEMBERSHIP QUALIFICATIONS
https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
CHAPTER GUEST POLICY
Chapter members and sponsors may bring guests to monthly chapter meetings subject to advance registration and approval. The following general conditions apply with exceptions approved in advance. Contact Jackie Dunn to request guest approval: [email protected].
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Guest fees, if applicable, are payable by credit card in advance at the time of registration. See ‘Cancellation’ for refund information.
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Guests generally may not attend monthly chapter meetings on a repeated basis. A notable exception is that chapter members’ financial staff are invited to the Summer Professional Development Series at no charge as a value-add to members, and may attend more than one session.
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Guests may not serve in a business development role for a firm that provides products or services to financial executives unless specifically approved in advance.
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Not all chapter events are open to guests. Refer to the registration section for each meeting for information on guest registration.
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to monthly chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event. Prospective members may attend one monthly chapter meeting on a complimentary basis and one session of the Summer Professional Development Series subject to the guest fee, to evaluate the benefits of FEI membership.
CPE CREDIT
This event offers 2.5 CPE credits to all attendees who are eligible to earn CPE credit.
IN PERSON – Registration in the FEI system and onsite signature verification of attendance is required to earn CPE credit
WEBINARS – Attendees must be present on the ZOOM platform for the required number of minutes and answer the required number of polling questions. Dial-in is not eligible for 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.
Professional Development Session (4:00-5:15 p.m.)
“Commercial Bankers Roundtable – A Retrospective & Prospective Look of Changing Relationships”
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.5
Experience Level: Basic
Prerequisites/advance preparation: None
Keynote Presentation (7:00-8:00 p.m.)
“Workforce Solutions for Justice-Involved Emerging Adults”
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.0
Experience Level: Basic
Prerequisites/advance preparation: None
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 Chapter Manager
C: 214-789-8999
[email protected] | www.feidallas.org