ONLINE REGISTRATION FOR THIS MEETING WILL CLOSE AUTOMATICALLY AT 11:59 P.M. ON TUESDAY 11/3/26. AFTER THAT TIME, CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY EMAIL JACKIE DUNN FOR WAITLIST AVAILABILITY:JACKIE.DUNN@FEIDALLAS.ORG
FEI Dallas monthly meetings are open to FEI Dallas members; chapter sponsors; non-members who meet FEI’s membership qualifications who are considering membership; and other guests per the chapter’s Guest Policy. Pre-registration is required for all attendees. Scroll down for registration instructions.
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IMPORTANT NOTE
Starting with the November meeting, we are back to our normal 2nd Tuesday meeting dates for the rest of the year.
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LOCATION & PARKING
The Clubs of Prestonwood | The Creek
15909 Preston Rd.
Dallas, TX 75248
Complimentary valet | Free surface parking
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
So You Want to Be an Angel Investor?
Looking to get a piece of the next SpaceX or Anthropic and gripped by the fear of missing out while everyone else is getting rich? Find out if Angel Investing is the answer.
Mark Friedman | CEO, Lakeview Business Advisory and Management
Timothy Shroyer | Angel Investor/Consultant, Island Sunset
John Wechsler | Trustee, JSW Investments (moderator)
Learning Objectives – Attendees at this program will learn what Angel Investing is.
How to get started
Where to find investments
What it requires in terms of time, resources, and involvement
What are the risks and returns
Resources to learn more
Instructional Method | Group-Live
Recommended CPE Credits | 1.5 CPEs
Experience Level | Basic
Field of Study | TBD
Prerequisites/Advance Preparation | None
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5:15-6:15 p.m. Networking Social
6:15-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Achieving Common Ground: Opportunities to Improve Society, Government, and Business
Tom Leppert | Board Chairman, Austin Industries; Former Dallas Mayor
Mike Rawlings | Founding Partner, CIC Partners; Former Dallas Mayor
Instructional Method | Group-Live
Recommended CPE Credits | 1 CPE
Experience Level | Basic
Field of Study | TBD
Prerequisites/Advance Preparation | None
REGISTRATION
Registration deadline | Tuesday 11/3/26
FEI Dallas monthly meetings are open to FEI Dallas members; chapter sponsors; non-members who meet FEI’s membership qualifications who are considering membership; and other non-members by invitation per the chapter’s Guest Policy. Pre-registration is required for all attendees.
IMPORTANT – There are several screens in the registration process. Be sure to complete registration by clicking “Express Checkout.” If registration is successful, a system-generated confirmation will be emailed to you.
FEI Members – Register on this page
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 jackie.dunn@feidallas.org.
Chapter Title Sponsor | 3 attendees
Strategic Partner | 2 attendees
Special Events Partner | 2 attendees
Platinum Sponsor | 2 attendees
Academic Partner | 2 attendees
Communications/Media Partner | 2 attendees
Special Partner | 1 attendee
Non-Members/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, email Jackie Dunn at jackie.dunn@feidallas.org 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
Mobile number
Email address
LinkedIn address
Which session/s will your guest attend?
Professional Development Session | 4:00-5:15 p.m. | 1.5 CPEs
Networking Social | 5:15-6:15 p.m.
Dinner Meeting with Keynote Presentation | 6:15-8:00 p.m. | 1 CPE
OPTIONAL – Is a special meal required?
Veggie, vegan, gluten-free, dairy-free, nut allergy?
Payment information | Guest fee $100
Credit card number
Expiration date
Name on card
Billing Address, City, State, ZIP
CVC code
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. Email Jackie Dunn to request guest approval: jackie.dunn@feidallas.org.
- 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 (1.5 credits in Information Technology and 1 credit in Finance) to all attendees who are eligible to earn CPE credit. Registration in the FEI system and onsite verification of attendance are required to earn CPE credit. Instructions on managing your FEI CPE credits are available here.
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.
CANCELLATION
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 cancellations and no‑shows.
Under FEI’s registration system, an event registrant must cancel their own reservation, admins are no longer able to cancel registration. However, an email to jackie.dunn@feidallas.org advising that you plan to cancel would be appreciated followed by your online cancellation.
- Go to the EVENTS page at the FEI Dallas registration site and scroll to this event.
- If you’re logged in and registered, you’ll see a green “My Registration” box.
- Click My Registration, locate the event you need to cancel, and click Cancel Registration.
CONTACTS
Jackie Dunn | Registration
FEI Dallas Manager
jackie.dunn@feidallas.org
Nancy Ehlers
FEI Dallas CPE Manager
nancy.ehlers@feidallas.org