Dallas Chapter Monthly Meeting – September 2018



Click for registrants as of 9/17/18, 8:00 a.m.

FEI Dallas Chapter Monthly Meeting

September 17, 2018 | 4:00-8:00 p.m. | 3 CPE credits available
This meeting is on the 3rd Monday, not the typical 2nd Monday meeting date.
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration open through Monday, September 10, 2018.
 
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Pre-meeting Professional Development Session | 4:00-5:45 p.m.
3:30-4:00 p.m. Check-in
4:00-5:45 p.m. Program | 2 CPE credits

State of the Capital and M&A Markets

Learn the trends driving M&A activity from the perspective of both buyers and sellers; receive an update on developments across the public and private debt and equity capital markets; and discover characteristics lenders focus on in an evolving regulatory and operating environment.
Presented by Wells Fargo Securities
Kelly Landreth, Managing Director, Investment Banking & Capital Markets 
Paul Wolfert, Director, Investment Banking & Capital Markets 

Learning Objectives – Attendees at this session will gain an overview of:

  • The trends driving the M&A activity from both the buyers and sellers perspectives
  • Perspectives on the market environment
  • The M&A world today
  • M&A process considerations

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Dinner Meeting | 5:30-8:00 p.m.
5:30-6:30 p.m. Networking Social
6:30-7:00 p.m. Seated Dinner
7:00-8:00 p.m. Program | 1 CPE credit

Preparing for the Unimaginable: 911 and Beyond

Doug Patterson is responsible for overseeing risk management client services, engineering and underwriting for FM Global clients. The recovery from the tragedy of 9/11 was only possible because of the planning before the event.
Doug Patterson, Operations SVP/Operations Manager, FM Global

Learning Objectives – Attendees at this session will learn:

  • How has risk management changed in recent years and what are the major new items on the horizon, including terrorism, cyber security, war, natural disaster, and global economic volatility
  • How can business leaders best prepare for quick and resilient response to a catastrophic event whether in or out of their control
  • What are the most impactful measures to prevent or minimize a loss
  • How a potentially disastrous situation can be converted into an opportunity

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REGISTRATION

Important:  When registering online, under ‘Add Sessions’ be sure to check each session that you plan to attend, otherwise you will not be registered for that session and potentially not eligible for CPE credit and/or not included in the headcount for dinner.
 
FEI Dallas Chapter Members | Free
Register at www.feidallas.org under EVENTS. 
 
Chapter Sponsors | Free per the attendance guidelines for your sponsorship level.  Sponsors with registration-enabled logins may register at www.feidallas.org under Upcoming Events.  If you get a notice that you are not eligible to register, contact Jackie Dunn at jackie.dunn@feidallas.org.
 
Chapter Title Sponsor—3 attendees
Strategic Partners—2 attendees
Platinum Sponsors—2 attendees
Media Sponsors—2 attendees
Academic Partners—2 attendees
Special Partners—1 attendee
 
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. 
 
Special provisions for individuals who are qualified for FEI membership:  Prospective members may attend one regular chapter meeting on a complimentary basis, allowing them to evaluate the benefits of FEI membership. Scroll down for membership qualifications.  Please confirm eligibility before submitting guest request.
 
To request guest approval, contact Jackie Dunn at jackie.dunn@feidallas.org with the following information.  Complete information required for registrationIf guest is in transition, please also provide a resume or a summary of qualifying experience.
 
Full name
First name for nametag
Company name
Job title
Address | City, State, Zip
Phone number
Email address
 
Which session/s will your guest attend?
Pre-meeting PD Session
Networking Social
Dinner Meeting
 
Payment information for guest fee:
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 chapter meetings subject to advance registration and approval.  The following general conditions apply with exceptions approved in advance by the chapter board of directors.  Contact Jackie Dunn to request guest approval:  jackie.dunn@feidallas.org.
 

  • Guest fees, if applicable, are payable by credit card in advance at the time of registration.  See ‘Cancellation’ for refund information.

  • Guests generally may not attend 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.

  • 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.

  • Not all chapter events are open to guests.  Refer to the registration section on meeting notices for guest information.

 
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to ‘regular’ chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event.  Prospective members may attend one ‘regular’ chapter meeting (complimentary) and one session of the Summer Professional Development Series (subject to the guest fee) to evaluate the benefits of FEI membership.  Non-member guest fees apply to other events.  Invitations should be limited to those who meet FEI’s membership criteria.
 

CPE CREDIT

You must be registered in the FEI system for each program for which you wish to receive CPE credit.  If there is any question as to whether or not you are registered for a specific program, please contact Jackie Dunn at jackie.dunn@feidallas.org to confirm.
 
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.
 

CANCELLATION

To cancel a registration, contact Jackie Dunn.  Forty-eight ‘business’ hours notice is requested for cancellation.  Cancellations within 48 ’business’ hours and no-shows may be subject to a cancellation fee equal to the guest fee.  Guest fees will be refunded upon request given that cancellation is received at least 48 ‘business’ hours prior to the event.  Absent payment in advance, members are responsible for their guests' late cancellation and no‑show.  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
jackie.dunn@feidallas.org | www.feidallas.org
 
 


Speakers

Ms. Kelly Landreth

Managing Director, Investment Banking & Capital Markets
Wells Fargo Securities

Mr. Paul Wolfert

Director, Investment Banking & Capital Markets
Wells Fargo Securities