FEI Dallas Chapter Monthly Meeting
November 12, 2018 | 4:00-8:00 p.m. | 3 CPE credits available
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration open through Monday, November 5, 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
An Insider’s Look at the Reality of Texas Education (Pre-K through 12)
At a time when Texas is the employment growth engine of the United States, the greatest single challenge to maintaining this position is the availability of an educated, capable workforce. The purpose of this program is to inform FEI members of the challenges and opportunities, myths and facts attendant to primary education in Texas from financial, performance and public support perspectives. This program will be highly informative personally as well as professionally.
- Sara Bonser, Superintendent, Plano Independent School District
- Dr. Alan Seay, CEO, International Leadership of Texas
- Israel Cordero, Deputy Superintendent (Ret), Dallas Independent School District
- Dennis McCuistion, Clinical Professor of Corporate Governance and Executive Director of the Institute for Excellence in Corporate Governance, The University of Texas at Dallas (moderator)
Learning Objectives: Attendees at this program will:
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Gain an understanding of school finance in Texas, to include the impact of Texas’ funding mechanisms from multiple perspectives including taxpayer, district and student outcomes impacts.
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Learn about non-financial issues in education, to include understanding the role and impact of Charter schools, a view of the major issues around education to be addressed in the upcoming legislative session, school safety and behavioral health, new innovative approaches in public schools to improve outcomes and efficiency, and the new accountability and assessment system implemented this year in all public schools throughout Texas.
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Learn about the performance of Texas’ public schools in generating graduates who can succeed in higher education and fulfill the needs of employers.
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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
A View from the Top: What You Need to Know About Texas Education (Pre-K through 12)
At a time when Texas is the employment growth engine of the United States, the greatest single challenge to maintaining this position is the availability of an educated, capable workforce.
Todd Williams, former Partner and Global Co-Head of Real Estate Investing for Goldman Sachs, has put together The Commit Partnership, the nation's largest collective impact organization with over 200 institutions focused on improving early childhood education, increasing postsecondary completion rates and retaining effective educators across the Dallas/Fort Worth area. He serves as the Education Policy Advisor to Dallas Mayor Mike Rawlings and is on the Texas Commission on Public School Finance at the request of Governor Abbott. Since retiring in 2009 as Global Co-Head of Goldman Sachs’ real estate private equity investment area, Todd has dedicated his efforts full time as a volunteer to public education. He is a graduate of Bryan Adams High School, has a B.A. in Economics from Austin College in Sherman, TX, and earned an M.B.A. with distinction from the Wharton School of Business at the University of Pennsylvania. Todd will speak to FEI Dallas about the current state of education in Texas from his perspective as CEO of Commit.
Todd Williams, CEO, The Commit Partnership
Learning Objectives: Attendees at this program will:
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Gain understanding of education outcomes and initiatives in North Texas and the efforts being made at the highest levels to improve and advance school outcomes, methods, and collaboration initiatives.
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Understand current issues involving public school finance in Texas being addressed in the upcoming legislative session.
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Learn about future expectations for Texas’ public schools in generating graduates who can succeed in higher education and fulfill the needs of employers
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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 [email protected].
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 [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
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: [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 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 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 [email protected] 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
[email protected] | www.feidallas.org