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
Tuesday, January 14, 2025 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240
Attire: Business Attire
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Private Equity Outlook for 2025
This panel will explore the key trends and challenges shaping private equity in 2025. Industry leaders will discuss the impact of macroeconomic factors, such as interest rates, inflation, and geopolitical shifts, on deal activity and valuations.
Mark Dendle | CFO, Valtir LLC (moderator)
Mike Rawlings | Partner, CIC Partners
Stephen Tosha | Managing Director, Merrill Lynch
Paul Henley | Senior Managing Director, CEA Group
Jack Edmonds | Senior VP, Regions Bank
Learning Objectives – Attendees at this program will learn how key macroeconomic and financial trends are shaping private equity strategy and its application to your business.
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
American Healthcare for Us: Complex Issues and Difficult Solutions
Jim Beiermann brings 26 years of Healthcare Leadership as a CEO and CFO. He lays out the trends and issues and the roles we can play in helping this vital industry. We are all participants and play roles in causing and resolving the problems the healthcare industry faces. CFOs today have no choice but to take leadership roles since they and their companies are the largest buyers and users of healthcare. A thought-provoking talk that all of us need to hear.
Jim Beiermann | CFO, Christus Health
Learning Objectives – Attendees at this program will learn the history of American Healthcare and managing the total cost of care while improving patient outcomes.
REGISTRATION
Register by Tuesday, January 7, 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. 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/Keynote | 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. Please send complete information to facilitate approval and 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 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].
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Guest fees, if applicable, are payable by credit card in advance at the time of registration.
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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 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 2.5 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 state 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.)
“Private Equity Outlook for 2025”
Instructional method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Prerequisites/advance preparation | None
Keynote Presentation (7:00-8:00 p.m.)
“American Healthcare for Us: Complex Issues and Difficult Solutions”
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]