Dallas Chapter Monthly Meeting – September 2022

REGISTRATION FOR THIS MEETING IS CLOSED.  CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY CONTACT JACKIE DUNN FOR WAITLIST AVAILABILITY:  JACKIE.DUNN@FEIDALLAS.ORG.

FEI Dallas Chapter Monthly Meeting

September 12, 2022 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240 | Business attire
Registration open through Tuesday, September 6, 2022
 

SCHEDULE & PROGRAMS

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

Cyber Trends from the War in Ukraine

During times of conflict in the physical world, there is a significant increase in attacks in cyberspace too. With "Hacktivists," unofficial IT armies, and official cyber warfare teams establishing their allegiances, every organization should understand the evolving threat landscape. Join Check Point's Cyber Technology & Threat Lead as he explains recent developments in the cyber landscape as well as:

  • Emerging attack trends from Eastern Europe

  • Best security practices to secure your workforce

  • Live demos of common hacks

Augusto Morales, PhD | Technology Lead, Check Point Software Technologies, Ltd.
 
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

The Great Slowdown – Navigating the Risks of a Recession

Economic activity is slowing due to high inflation and rising interest rates. Will the Federal Reserve’s response to spiking inflation send the economy into a recession? Or are we already in a recession? Can the Fed orchestrate a soft landing, avoiding a recession? This presentation will review numerous recession indicators and the risks of potential solutions. We will discuss key economic variables along with our 2022 and 2023 forecasts. Attendees will learn what is driving the economy and financial markets, the risks that are present, and potential scenarios that may play out.
KC Mathews | Executive Vice President / Chief Investment Officer, UMB
 
 

REGISTRATION

Registration open through Tuesday, September 6, 2022
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, please designate the sessions you plan to attend.  This is important for headcount and catering purposes.
 
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
 
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 jackie.dunn@feidallas.org.
 
Chapter Title Sponsor | 3 attendees
Strategic Partners | 2 attendees
Special Events Partner | 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.  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 jackie.dunn@feidallas.org 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:  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 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.

  • 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 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.  Registration in the FEI system and onsite signature verification of attendance is required to earn 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.)
“Cyber Trends from the War in Ukraine”
Instructional method: Group-Live
Recommended CPE Credits: 1.5
Experience Level: Basic
Prerequisites/advance preparation: None

Keynote Presentation (7:00-8:00 p.m.)
“The Great Slowdown – Navigating the Risks of a Recession”
Instructional method: Group-Live
Recommended CPE Credits: 1.0
Experience Level: Basic
Prerequisites/advance preparation: None
 

CANCELLATION

To cancel a reservation, contact Jackie Dunn at jackie.dunn@feidallas.org.  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
jackie.dunn@feidallas.org | www.feidallas.org
 


Speakers

Mr. KC Mathews, CFA

Executive Vice President / Chief Investment Officer
UMB Bank

Dr. Augusto Morales

Technology Lead
Check Point Software Technologies, Ltd.

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, Technical

Prerequisites

None

Credits

1.50 CPE
Basic

Method

group-live

Field

Information Technology, Technical

Prerequisites

None

National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the 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. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.