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
September 11, 2023 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240
Registration open through Tuesday, September 5, 2023
Attire: Business Attire
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Recruit, Reward, Retain: The Benefits of Competitive Retirement and Deferred Compensation Plans
Retirement and Deferred Compensation Plans can be a key recruiting and retention tool – so, how do you know if yours is competitive?
Chris Dall | SVP, Managing Director, Defined Contribution Retirement Solutions, PNC Institutional Asset Management®
Stephen Merritt | Vice President, Retirement Plan Advisor, PNC Institutional Asset Management®
Christopher Cervantes | Founder & Managing Partner, Valorous Advisors
Learning Objectives – Attendees at this program will learn about:
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Industry trends and best practices in building and managing defined Contribution Plan.
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The fundamentals of Executive Nonqualified Deferred Compensation Plans and how to use them to accomplish organization objectives.
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Moving from Organizational Ignorance to Organizational Intelligence – Lessons from the Past and Three Keys to Unlocking a Thriving Culture
In this poignant keynote, we pay tribute to the past while exploring the transformation from organizational ignorance to intelligence. Drawing lessons from the past, we unravel the essential keys to unlocking a thriving culture that embraces courage and fosters adaptability.
Understanding the power of organizational intelligence, we delve into its significance for overcoming challenges and driving innovation. The speech addresses barriers to growth, emphasizing a learning mindset and open communication to navigate change. Attendees gain practical strategies to create a courageous culture, enabling individuals and organizations to flourish. Join us to honor the past, embrace the present, and chart a path toward a brighter future of resilience and intelligence.
Tony Bridwell | Chief Talent Officer, The Encompass Group
Learning Outcomes – Attendees will:
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Be aware of the barriers to unlocking individual and organizational intelligence.
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Aware and able to navigate how culture works and the three stories that influence culture.
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Have awareness and be able to navigate the cultural behavior trap.
REGISTRATION
Registration open through Tuesday, September 5, 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 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 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.)
“Recruit, Reward, Retain: The Benefits of Competitive Retirement and Deferred Compensation Plans”
Instructional method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Prerequisites/advance preparation | None
Field of Study | TBD
Keynote Presentation (7:00-8:00 p.m.)
“Moving from Organizational Ignorance to Organizational Intelligence”
Instructional method | Group-Live
Recommended CPE Credits | 1.0
Experience Level | Basic
Prerequisites/advance preparation | None
Field of Study | TBD
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]