Monthly Meeting | March 2025 | DALLAS

March 11, 2025 | 4:00 PM - 8:00 PM Central Time

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

SCHEDULE & PROGRAMS

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

Performance Visibility for the Office of the CFO

Companies encounter numerous challenges in optimizing reporting and decision-making. Data and analytics tell the story of your business, guiding critical decisions for management and business owners. This program highlights solutions that automate the extraction and integration of disparate data into a unified source of truth. By doing so, it enables Private Equity and management teams to review key metrics, driving informed decisions to increase revenue and reduce costs. We’ll discuss modern cloud-based technology that streamlines the consolidation, organization, and presentation of complex information, supporting effective planning, budgeting, forecasting, and reporting.
Neal McDonald | Managing Director, Riveron
Ari Levy | Senior Director, Riveron
Steven Sayewitz | Managing Director, Riveron *NEW*

Learning Objectives – Attendees at this program will learn:

What financials and key data should be included in monthly board presentations
How new cloud-based software can be used for effective reporting
What key metrics Private Equity and Corporate owners need to see

5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

Real Estate: Risks, Opportunities, Rewards

Commercial Real Estate – Doing business in a “higher for longer” interest rate environment; what real estate trends tell you about the broader economy; which segments of real estate are doing well today. Is growth in North Texas different from the rest of the country?
Dan Thomas | Founder & President, DT Capital (moderator)
Bob Mohr | Founder & Chairman, Mohr Capital
Adam Faulk | Vice Chairman, Newmark

Learning Objectives – Attendees at this program will learn about macro trends in real estate, the sectors most affected by interest rates and the impact on the local market.

REGISTRATION

Registration deadline | Tuesday, March 4, 2025
Please send any special meal requests – allergies, vegan, vegetarian – to Emily Colgan at [email protected] by the registration deadline.
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].

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 2.5 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.)
“Performance Visibility for the Office of the CFO”
Instructional method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Prerequisites/advance preparation | None

Keynote Presentation (7:00-8:00 p.m.)
“Real Estate: Risks, Opportunities, Rewards”
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]