Registration for this event is closed. Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist: [email protected]
Click for registrants as of 1/8/20, 1:00 p.m.
FEI Dallas Chapter Monthly Meeting
January 13, 2020 | 4:00-8:00 p.m. | 3 CPE credits available
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration extended through Tuesday, January 7, 2020
_____________________________________________________________________________________
Pre-meeting Professional Development Session | 4:00-5:45 p.m.
3:30-4:00 p.m. Check-in
4:00-5:45 p.m. Program | 2 CPE credits
The Year Ahead – Opportunity or Threat?
This two-part program will provide insights into the current status of the U.S. economy and markets, the risk of a possible recession, and the U.S./China trade conflict, along with the outlook for China’s economy and emerging markets. Part 2 will provide a summary of legislative activity and regulatory updates that financial executives face when overseeing their retirement and benefit plans.
Ehiwario Efeyini, Senior VP-Senior Market Strategy Analyst, Bank of America
Christopher D. Cervantes, Senior VP-Retirement Benefits Consultant, Merrill Lynch
Learning Objectives: Attendees at this two-part program will learn about:
-
Current status of U.S. economy and markets
-
Recessionary outlook
-
Status of U.S./China Trade Agreement
-
Outlook for emerging markets
-
Fiduciary requirements to keep current in a changing world
-
Updates to the regulatory environment
_____________________________________________________________________________________
Dinner Meeting | 5:30-8:00 p.m.
5:30-6:30 p.m. Networking Social
6:30-7:00 p.m. Seated Dinner
7:00-8:00 p.m. Program | 1 CPE credit
From Pro Sports to Spirits: A Conversation with Ed Belfour
Olympic Gold Medalist and Stanley Cup winner Ed Belfour has transitioned from professional hockey player to entrepreneur. He will discuss how the lessons learned in his hockey career have helped him succeed in business, and what challenges he faces starting a new venture. Christy Philen, Chair of the FEI Dallas External Relations Committee, will lead the discussion.
Ed Belfour, President & CEO, Belfour Spirits
Christy Philen, VP of Treasury Operations, Trust, The Beneficient Company (moderator)
Learning Objectives: Attendees at this program will learn about challenges facing an entrepreneur in the spirits business and how lessons learned in sports translate to business.
_____________________________________________________________________________________
REGISTRATION
Important: When registering online, under ‘Add Sessions’ be sure to check each session that you plan to attend, otherwise you will not be registered for that session and potentially not eligible for CPE credit and/or not included in the headcount for dinner.
FEI Dallas Chapter Members | Free
Register at www.feidallas.org under EVENTS.
Chapter Sponsors | Free per the attendance guidelines for your sponsorship level. Sponsors with registration-enabled logins may register at www.feidallas.org under Upcoming Events. If you get a notice that you are not eligible to register, contact Jackie Dunn at [email protected].
Chapter Title Sponsor – 3 attendees
Strategic Partners – 2 attendees
Special Events Partner – 2 attendees
Platinum Sponsors – 2 attendees
Media Sponsors – 2 attendees
Academic Partners – 2 attendees
Special Partners – 1 attendee
Guests | Guest fee $100 all-inclusive
Chapter 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.
Special provisions for individuals who are qualified for FEI membership: Prospective members may attend one regular chapter meeting on a complimentary basis, allowing them to evaluate the benefits of FEI membership. Scroll down for membership qualifications. Please confirm 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
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Which session/s will your guest attend?
Pre-meeting PD Session
Networking Social
Dinner Meeting
Payment information for guest fee:
Credit card number
Expiration date
Name on card
FEI MEMBERSHIP QUALIFICATIONS
https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
CHAPTER GUEST POLICY
Chapter members and sponsors may bring guests to chapter meetings subject to advance registration and approval. The following general conditions apply with exceptions approved in advance by the chapter board of directors. 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. See ‘Cancellation’ for refund information.
-
Guests generally may not attend 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 on meeting notices for guest information.
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to ‘regular’ chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event. Prospective members may attend one ‘regular’ chapter meeting (complimentary) and one session of the Summer Professional Development Series (subject to the guest fee) to evaluate the benefits of FEI membership. Non-member guest fees apply to other events. Invitations should be limited to those who meet FEI’s membership criteria.
CPE CREDIT
CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members. Registration in the FEI system is required for each program for which you wish to receive CPE credit. To manage your CPE credit, log in to the CPE Center using the same login credentials associated with your event registration. If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
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 (Sponsor ID 103064). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.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
To cancel a registration, contact Jackie Dunn. Forty-eight “business” hours notice is requested for cancellation. Cancellations within 48 business hours and no-shows may be subject to a cancellation fee equal to the guest fee. Guest fees will be refunded upon request given that cancellation is received at least 48 business hours prior to the event. Absent payment in advance, members are responsible for their guests’ late cancellation and no‑show. 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 Chapter Manager
C: 214-789-8999
[email protected] | www.feidallas.org