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 10, 2024 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240
Attire: Business Attire
Register by Tuesday, September 3, 2024
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
The Innovative Role of AI in Finance Operations and Reporting
In today's rapidly evolving business landscape, the synergy between technology and finance is more crucial than ever. Join us for an informative exploration titled "The Innovative of Role AI in Finance Operations and Reporting.” This presentation will delve into how artificial intelligence is reshaping finance practices and revolutionizing the efficiency of insights.
Discover how AI-driven tools are streamlining finance operations, reshaping jobs, and providing enhanced reporting insights. We’ll discuss examples showcasing the transformative impact of AI on productivity, insights and job satisfaction. Learn about the appropriate usage, ethical considerations and challenges that accompany this technology, and gain insights into future trends that will redefine the finance landscape.
Whether you're a finance professional or a business leader, this session will provide valuable knowledge and practical strategies to harness the power of AI, driving your organization's success and empowering your people like never before. Don't miss the opportunity to be at the forefront of this groundbreaking intersection of technology and finance.
Presented by Moss Adams
-
Loren Den Herder | Managing Director - Strategy, Technology & Operations Consulting
-
Michael Parker | Partner in Charge - Strategy, Technology & Operations and Enterprise Systems
Learning Objectives
-
Understanding of how finance is leveraging AI
-
Define the various AI capabilities you should be considering
-
Design an effective, secure, and controlled AI strategy for finance
-
Articulate the value proposition of AI in finance
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Special Fireside Chat during dinner with Andrej Suskavcevic, FEI President & CEO
Leadership Lessons from a Top Gun and Blue Angels US Navy Captain
Dave Koss is a former Navy captain and F/A-18 pilot with over 3,700 hours of flight time and 740 carrier landings. He participated in the first strikes in Afghanistan and Iraq and served in numerous operations, including Top Gun and the Blue Angels. He has a master’s degree in National Security Strategy and received multiple awards for his service. After retiring from the military, he worked as a VP of HR and a leadership coach at a technology company. Currently, he is the General Manager of the Million Air FBO in Austin.
Dave Koss | General Manager, Million Air
Learning Objectives – Attendees at this program will learn the characteristics required to be an effective leader.
REGISTRATION
Register by Tuesday, September 3, 2024
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 | The Innovative Role of AI in Finance Operations and Reporting
-
5:15-6:20 p.m. Networking Social
-
6:20-8:00 p.m. Dinner Meeting/Keynote | 1 CPE | Leadership Lessons from a Top Gun and Blue Angels US Navy Captain
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 Meetings, Summer Professional Development Series, and other events pursuant to the attendance guidelines for that event. Prospective members may attend one monthly meeting on a complimentary basis to evaluate the benefits of FEI Dallas 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.)
“The Innovative Role of AI in Finance Operations and Reporting”
Instructional method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Prerequisites/advance preparation | None
Keynote Presentation (7:00-8:00 p.m.)
“Leadership Lessons from a Top Gun and Blue Angels US Navy Captain”
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]