FEI Dallas Chapter Monthly Meetings are planned to be IN PERSON ONLY in 2022, no virtual option.
REGISTRATION FOR THIS MEETING IS CLOSED. CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY CONTACT JACKIE DUNN TO JOIN THE WAITLIST: [email protected].
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FEI Dallas Chapter Monthly Meeting | IN PERSON ONLY
January 10, 2022 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240 | Business attire
Registration open through Monday, January 3, 2022
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Where Did All the Financial Talent Go? Job Market Update for DFW
The past two years have been the most challenging in financial talent retention and attraction. A panel discussion with some of the top recruiters in DFW will give updates on the current job market and the battle for talent. Topics covered will include COVID effects, work-from-home policies, demographics, compensation, and ways to retain top talent.
Mike Haynes | Co-Founder & Managing Partner, VIP
Sharon Lukich | Partner & Director of Business Development, Thomas, Edwards Group
Kelly Harris | Partner, Harris & Dickey
Doug Hall | Founder & Managing Partner, Financial Additions (moderator)
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
National and Regional Economic Update
In this presentation, Marc Giannoni will discuss the national economy as it relates to the impact of the coronavirus pandemic, updates on key industries, and information on employment. He will also address how the Federal Reserve responds during this unprecedented crisis and supports the functioning and stability of the banking and financial system.
Marc P. Giannoni, SVP & Director of Research, Federal Reserve Bank of Dallas
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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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REGISTRATION
Registration extended to Tuesday, January 4, 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.
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. 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.)
“Where Did All the Financial Talent Go? Job Market Update for DFW”
Instructional method: Group-Live | Group-Internet-Based
Recommended CPE Credits: 1.5
Experience Level: Basic
Prerequisites/advance preparation: None
Keynote Presentation (7:00-8:00 p.m.)
“National and Regional Economic Update”
Instructional method: Group-Live | 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