REGISTRATION FOR THIS MEETING IS CLOSED. CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY CONTACT JACKIE DUNN FOR WAITLIST AVAILABILITY: [email protected]
FEI Dallas Monthly Meeting
October 9, 2023 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240
Registration open through Monday, October 2, 2023
Attire: Business Attire
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
ESG for Middle Market Companies – What do you need to know?
Panel discussion of essential aspects of ESG middle market companies should be familiar with to meet the shifting demands of customers, investors, regulators, employees and other stakeholders. ESG can be a confusing landscape, and with so much emphasis of late on environmental matters, the panel will explore social and governance issues that are equally important for middle market companies to understand and address.
Presented by BDO
Aurora Bardoneschi, ESG & Sustainability Director
Rizwaan Sahib, Managing Director ESG & Sustainability
Karen Baum, Managing Partner, Sustainability & ESG Services
Ashley Hetrick, Principal
Learning Objectives – Attendees at this program will learn about:
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What the difference between sustainability and ESG is – and why it matters.
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How to identify the market drivers for inspiring innovation for sustainable products and services.
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How a company should position itself to get the most out of an ESG strategy & program.
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From a practical perspective, how a company should go about measuring the costs and benefits of taking on an ESG initiative.
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How consumers benefit from ESG.
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Future Energy Transitions: Impacts on Global Economy, the Industry and Your Company
Mark Gunnin, CEO of Hunt Oil, shares with us the lessons Hunt Oil learned in the shale fracking transition and LNG industry explosion, all involving rapid technological change, political challenges and changing economics. Mark sees a similar but larger transition facing the industry today, making the development of successful long-term investment strategies even more challenging. He envisions a path for his industry to invest long term on both sides of the coming transition. We will all learn from his insights.
Mark Gunnin | CEO, Hunt Oil Company
Learning Objectives – Attendees at this program will learn to describe how oil and natural gas will continue to play an essential role in transitioning to renewable energy; to summarize how investment and deployment of energy technologies can support balancing requirements of energy transition with growth in global demand; and envision how to balance fossil fuels and green energy investments.
REGISTRATION
Registration open through Monday, October 2, 2023
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. When registering, please designate the sessions you plan to attend. This is important for headcount and catering purposes, and for CPE credit.
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 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 Partner | 2 attendees
Academic Partner | 2 attendees
Special Partner | 1 attendee
Guests | Guest fee $100 all-inclusive
FEI Dallas 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
FEI DALLAS 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 meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event. Prospective members may attend one monthly 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 are 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.)
“ESG for Middle Market Companies – What do you need to know?”
Instructional method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Prerequisites/advance preparation | None
Keynote Presentation (7:00-8:00 p.m.)
“Future Energy Transitions: Impacts on Global Economy, the Industry and Your Company”
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 [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 Manager
[email protected]