Estimating the Financial Return of Investment in Artificial Intelligence | FEI Dallas Summer Series – Program 1

ONLINE REGISTRATION FOR THIS MEETING IS CLOSED.  CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY CONTACT JACKIE DUNN FOR WAITLIST AVAILABILITY:  [email protected]

FEI Dallas Summer Professional Development Series

Wednesday, June 25, 2025 | 7:30-9:45 a.m. | 2 CPEs
Registration deadline | Wednesday, June 18, 2025
Attire | Business Casual
 

Estimating the Financial Return of Investment in Artificial Intelligence

This program will identify where we are in the estimation of value to be created as companies consider investment in artificial intelligence (AI). Many programs speak to the need for adoption of AI. Fewer programs have identified the areas where value will likely be created. Little has been presented on practitioners’ attempts to quantify the benefits of AI prior to investment. Perhaps this is not possible. This panel program aims to present relevant case studies from four industries.
Babar Bhatti | Principal, AI Customer Success, IBM **NEW SPEAKER**
Sushil Ahuja | Deals Partner and HR Transformation Practice Leader, PwC
Steven Haynes | Program Director, Risk Management and Cyber Security Program, The University of Texas at Dallas
Elizabeth Jones | Co-Founder & Board Member, Center for Finance Strategy & Innovation, The University of Texas at Dallas
David Springate | Emeritus Professor, The University of Texas at Dallas

 
Learning Objectives – Attendees at this program will learn:

  • Where quantified models are used in making investments in AI

  • The nature of such models (Net Present Value, Option Value, or other)

  • Lessons from AI technology partners and providers (where there may be advantages of vertical integration and closeness to customers)

  • Lessons from private equity portfolio management (where there may be economies of scale in using AI)

  • Lessons from the insurance industry (where quantified approaches to investment are often found)

  • What can be generalized about the topic as to challenges and risks

 

SCHEDULE

7:30 a.m. | Breakfast available
8:00-9:45 a.m. | Program with Q&A (2 CPEs)
9:45-10:00 a.m. | Post-event networking (optional)
 

LOCATION & PARKING

The University of Texas at Dallas
Jindal School of Management
800 W. Campbell Rd.
Richardson, TX  75080
Parking permits will be emailed to registered attendees a few days prior to the event.
 

REGISTRATION

Registration deadline | Wednesday, June 18, 2025
This meeting is open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per the chapter’s Guest Policy. Pre-registration is required for all attendees.
*SPECIAL BENEFIT FOR FEI DALLAS MEMBERS:  Bring your financial staff at no charge!  See the Guests section below for information on how to register guests.
 
FEI Dallas Members | Free
 
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
Strategic Partner | 2 attendees
Special Events Partner | 2 attendees
Platinum Sponsor | 2 attendees
Communications/Media Sponsor | 2 attendees
Academic Partner | Hosted event only
Special Partner | 1 attendee
 
Guests | $35.00 guest fee
FEI Dallas members may occasionally bring guests to chapter events 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.
 
To request guest approval, contact Jackie Dunn at [email protected] with the following information.  Please send complete information to facilitate approval and registration.
 
Full name
First name for nametag (if different)
Company name
Job title
Address, City, State, Zip
Phone number
Email address
 
Payment information | Guest fee $35
Credit card number
Expiration date
Name on card
 

FEI DALLAS GUEST POLICY

Members and sponsors may bring guests 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].
 

  • Guest fees, if applicable, are payable by credit card in advance at the time of registration. 

  • 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 FEI Dallas meeting on a complimentary basis, and additional events at the discretion of the Membership Committee, to evaluate the benefits of FEI membership.
 

FEI MEMBERSHIP QUALIFICATIONS

https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
 

CPE CREDIT

This event offers 2 CPE credits to all attendees.  Registration in the FEI system and onsite signature verification of attendance are required to earn CPE credit.
 
CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members.  This event offers 2 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.
 

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.
 

CONTACTS

Jackie Dunn
FEI Dallas Manager
[email protected]
 
Nancy Ehlers
FEI Dallas CPE Manager
[email protected]