Dallas Chapter Monthly Meeting - March 2019

Registration for this event is closed.  Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist:  jackie.dunn@feidallas.org

Click for registrants as of 3/15/19, 9:30 a.m.

FEI Dallas Chapter Monthly Meeting

March 18, 2019 | 4:00-8:00 p.m. | 3 CPE credits available
Due to Spring Break, this meeting is on the 3rd Monday instead of our typical 2nd Monday date
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration open through Monday, March 11, 2019
 
_____________________________________________________________________________________
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

Should Employers Demand Supply Side Health Change?

Warren Buffett has called healthcare costs the "tapeworm of the American economy." Demand-based attempts to slow inflation through increased consumer empowerment are often difficult to measure and inadequate in their impact. The continued cost inflation and volatility is creating a wave of new supply-focused innovations with a promise of delivering higher healthcare quality at a lower cost. Will these supply-focused solutions have the power to tame the tapeworm? 
Den Bishop, President, Holmes Murphy 
Scott Schoenvogel, President, SimplePay Health
 
Learning Objectives:  Attendees at this program will:

  • Understand the relationship between supply-based and demand-based healthcare cost drivers and solutions.

  • Learn what products, solutions, and legislation are on the horizon to slow healthcare costs.

  • Learn how to set priorities for their organization based on a supply-side and demand-side filter.

 
_____________________________________________________________________________________
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

UT Dallas: An Economic Engine for North Texas

This program will cover how The University of Texas at Dallas plays a key role in economic development through its expanding profile in the region as a top tier research university.
Dr. Richard Benson, President, The University of Texas at Dallas
 
Learning Objectives:  Attendees at this program will learn the economic impact of a research university.
 

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

CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members.  Registration in the FEI system is required for each program for which you wish to receive CPE credit.  To manage your CPE credit, 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 (Sponsor ID 103064). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.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 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

Dr. Richard C. Benson

President
The University of Texas at Dallas

Mr. Den Bishop

President
Holmes Murphy & Associates

Mr. Scott Schoenvogel

President
SimplePay Health

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics

Prerequisites

none

Credits

2.00 CPE
Basic

Method

group-live

Field

Business Management and Organization

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.