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Dallas Chapter Monthly Meeting – April 2021 | IN PERSON & VIRTUAL

REGISTRATION FOR THE IN-PERSON MEETING IS CLOSED.  CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS WISHING TO ATTEND IN PERSON MAY CONTACT JACKIE DUNN TO JOIN THE WAITLIST:  JACKIE.DUNN@FEIDALLAS.ORG.

REGISTRATION FOR THE VIRTUAL MEETING WILL CONTINUE THROUGH THE START OF THE MEETING, HOWEVER THE GRUBHUB MEAL OPTION FOR VIRTUAL ATTENDEES HAS EXPIRED.


CLICK FOR REGISTRANTS AS OF 4/5/21, 3:00 P.M.

 ** IMPORTANT **

Individuals have the option to attend this event either IN PERSON or VIRTUALLY as a ZOOM Meeting with in-person speakers simulcast through video feed.  Both platforms are eligible for CPE credit. 
 
IN-PERSON registration is limited to 120 and we are asking that chapter sponsors register only one in-person attendee.  We ask that those with underlying health conditions, above-normal temperatures, or who are feeling ill to attend virtually instead of in person.  A signed waiver is required for entry to the meeting.  Attendees will be subject to a temperature check and health screening questions upon arrival; if you fail, you may be asked to leave the event.  Masks covering nose and mouth are required to be worn when not eating, drinking, or speaking at the podium.  Outdoor networking is expected to be available, weather permitting.  
 
VIRTUAL attendees who register by Tuesday, April 6 will be offered a $50 credit for dinner from Grubhub (some exclusions apply*) and instructions will be emailed to eligible attendees a few days prior to the meeting.  The Networking Social will be via ZOOM Breakout Rooms.
 

** REGISTRATION NOTES **

  • Please scroll down and read the registration instructions, and then register for either IN PERSON or VIRTUAL attendance – but not both

  • For each session, check the type of attendance you wish to register for and pause for the form to update before proceeding to the next session

  • Since this meeting has an in-person component, all registrants – including virtual – must consent to the online In-Person Attendance Agreement in order to complete registration.

  • If registration is successful, you will receive an auto-confirmation shortly after completing registration.

________________________________________________
 

FEI Dallas Chapter Monthly Meeting | IN PERSON & VIRTUAL

April 13, 2021 | 4:00-7:30 p.m. | 2.5 CPEs
IN PERSON:  Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240 | Business attire
VIRTUAL:  ZOOM Meeting | Attendee link will be provided in auto-confirmation | Dinner provided via Grubhub compliments of the chapter with registration by Tuesday, April 6 (some exclusions apply*)
 

REGISTRATION DEADLINES

Deadline to register for In-Person meeting:  Tuesday, April 6, 2021
Deadline to register for Virtual meeting with Grubhub dinner option:  Tuesday, April 6, 2021
Deadline to register for Virtual meeting without Grubhub dinner option:  Just prior to the start of the meeting
 

SCHEDULE & PROGRAMS

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

Different Priorities at Different Stages of Life – Perspectives and Priorities of the Millennials and the Baby Boomers

The Millennial generation is known for being tech-savvy, pursuing their passions, and disrupting many industries. They're also known for shouldering multiple financial burdens specific to their generation: coming of age during the two recessions of the financial crisis and now COVID, student loan debt, inflating living costs, unexpected expenses, and needing to save more for life milestones.
 
On the end of the spectrum, many financial executives are hard-charging, “Type A” personalities that burn the candles on both ends throughout their working career over many decades. Yet most will eventually make a major life transition into the golden years of retirement, where things may slow down and new priorities and possibilities emerge. While it sounds fun and easy, some find this transition challenging for a variety of reasons. Eventually, we reach our final years. Along the way, many of us will help parents or other relatives who are approaching their final years even sooner.
 
Many in the workforce are dealing with one or more of these life topics, and there is a clear correlation into employee productivity and effectiveness.
Jonathon Fite, President, Professional Development Institute, University of North Texas
Janet Bodnar, Editor-at-Large & former Chief Editor, Kiplinger’s Personal Finance
Suzanne Asaff Blankenship, Author, How To Take Care of Old People Without Losing Your Marbles
 
5:15-6:00 p.m. Networking Social: Seated and/or in designated outdoor areas for in-person attendees; ZOOM Breakout Rooms for virtual attendees
6:00-6:30 p.m. Dinner:  Seated for in-person attendees; Grubhub meal option for eligible virtual attendees
6:30-7:30 p.m. Keynote Presentation | 1 CPE

Using Your Core Vales to Navigate an Ever-Changing Landscape

Wingstop's journey through the COVID-19 crisis has been anchored in its core values of being Authentic, Service-minded, and Entrepreneurial, or what the company calls The Wingstop Way. Through a focus on team, service, guests and community, Wingstop managed to drive strong performance and committed to giving back to restaurant workers and communities in need during this time. Hear from Charlie Morrison on how his team came together to manage through a crisis and develop strategic planning for the months and years ahead.
Charlie Morrison, Chairman & CEO, Wingstop Inc.

________________________________________

REGISTRATION

This event is open to FEI Dallas Chapter members and sponsors, members of other FEI chapters, prospective members and other non-members by invitation.  Pre-registration at the FEI Dallas Chapter website is required for all attendees.
 
When registering for this meeting, please select either IN PERSON or VIRTUAL attendance – but not both – and designate the sessions you plan to attend:
 
Professional Development Session (4:00-5:15 p.m.)
Networking Social (5:15-6:00 p.m.)
Dinner Meeting & Keynote Presentation (6:00-7:30 p.m.)
 
ATTENDING IN PERSON
The in-person meeting will be limited to 120 attendees based on guidelines set by the chapter.  Chapter sponsors may have one in-person attendee with the remaining attendees covered by their sponsorship attending virtually.  Approved guests may attend in person based on available seating. 
 
A signed Dallas Chapter COVID-19 waiver is required to enter the meeting, even if you completed an online waiver at the time of registration.  Attendee tables will be spread out more than normal and fewer people will be seated at each table.  Outdoor networking is expected to be available weather permitting.  CPE credit will be available per the typical criteria for chapter in-person meetings:  registration in the FEI system and onsite signature verification of attendance. 
Registration deadline for in-person attendance – Tuesday, April 6, 2021
 
In-Person Event Safety Protocols

  • A signed Dallas Chapter COVID-19 waiver is required for entry to the meeting and will be collected from each attendee at check-in.

  • Northwood Club follows state restaurant and valet safety protocols which are available for review at www.dshs.state.tx.us/coronavirus/opentexas.aspx.

  • Prior to entry, in-person attendees will be asked to have your temperature checked using a touchless infrared thermometer and answer simple health screening questions.  If you fail, you may be asked to leave the event.

  • Masks are required to enter the meeting and should be worn when not eating, drinking, or speaking at the podium.

  • Attendees should try to maintain 6-foot distancing, frequently wash or sanitize their hands, refrain from shaking hands or hugging, and cover coughs and sneezes with a tissue or an elbow.

  • The Networking Social will be seated or confined to designated areas.

  • Please register for the virtual event if you or someone in your household has been tested for COVID-19 and is awaiting results, had a fever or other COVID-19 symptoms in the past 14 days, or have come in close contact with someone who has been confirmed positive for COVID-19 in the past two weeks.

  • Please don’t attend if you don’t feel well or have any of the COVID-19 symptoms including fever or chills, cough, shortness of breath or difficulty breathing, fatigue, muscle or body aches, headache, new loss of taste or smell, sore throat, congestion or runny nose, nausea or vomiting, or diarrhea.

 
ATTENDING VIRTUALLY
The virtual component of this meeting will be held via ZOOM Meeting and is open to any number of attendees.  Virtual attendees who register with FEI by Tuesday, January 5 (some exclusions apply*) will be offered a $50 credit for dinner from Grubhub and instructions will be emailed to eligible attendees a few days prior to the meeting.  The Networking Social will be via ZOOM Breakout Rooms.  CPE credit for the Professional Development Session and Keynote program will be available per applicable attendance criteria:  present for the required number of minutes at the program, and answering the required number of polling questions.  Attendees must log in to the ZOOM Meeting to earn CPE credit, dial-in only is not eligible for CPE credit.
Registration deadline for virtual attendance with Grubhub meal option – Tuesday, April 6, 2021
Registration deadline for virtual attendance without Grubhub meal option – Just prior to the start of the meeting

 
*Grubhub meal exclusions:  FEI members who are not a member of the Dallas Chapter, and where Grubhub service is not available.
 
FEI Dallas Chapter Members | Free
 
Members of Other FEI Chapters (not a Dallas member) | Free, virtual only
 
FEI Dallas Chapter Sponsors | Free per the attendance guidelines for 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 – 1 in-person attendee + 2 virtual
Strategic Partners – 1 in-person attendee + 1 virtual
Special Events Partner – 1 in-person attendee + 1 virtual
Platinum Sponsors – 1 in-person attendee + 1 virtual
Media Sponsors – 1 in-person attendee + 1 virtual
Academic Partners – 1 in-person attendee + 1 virtual
Special Partners – 1 in-person attendee + 1 virtual
 
Guests | Guest fee $100 in person, $50 virtual
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.  Guests may not attend monthly chapter meetings on a repeated basis. 
 
Guests who qualify for FEI membership may attend one in-person monthly meeting and one virtual 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 jackie.dunn@feidallas.org 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 (if different)
Company name
Job title
Address | City, State, Zip
Phone number
Email address
 
Would your guest like to attend IN PERSON or VIRTUALLY?
In-person guest registration is subject to availability.
 
Which session/s will your guest attend?
Professional Development Session (4:00-5:15 p.m.) | 1.5 CPEs
Networking Social (5:15-6:00 p.m.)
Dinner Meeting & Keynote Presentation (6:00-7:30 p.m.) | 1 CPE
 
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 monthly 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:  jackie.dunn@feidallas.org.
 

  • 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 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 in-person chapter meeting and one virtual meeting on a complimentary basis and one session of the Summer Professional Development Series subject to the guest fee, to evaluate the benefits of FEI membership. 
 

CPE CREDIT

This event offers 2.5 CPE credits to all attendees who are eligible to earn CPE credit.
IN PERSON – Registration in the FEI system and onsite signature verification of attendance is required to earn CPE credit
VIRTUAL – Attendees must be present on the ZOOM platform for the required number of minutes and answer the required number of polling questions.  Dial-in is not eligible for 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 states 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.)
“Different Priorities at Different Stages of Life – Perspectives and Priorities of the Millennials and the Baby Boomers”
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.5
Experience Level: Basic
Prerequisites/advance preparation: None


Keynote Presentation (6:30-7:30 p.m.)
“Using Your Core Vales to Navigate an Ever-Changing Landscape”
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.0
Experience Level: Basic
Prerequisites/advance preparation: None
 

CANCELLATION

To cancel a reservation, contact Jackie Dunn at jackie.dunn@feidallas.org.  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 Chapter Manager
C: 214-789-8999
jackie.dunn@feidallas.org | www.feidallas.org
 


Speakers

Ms. Suzanne A. Blankenship

Author
How To Take Care of Old People Without Losing Your Marbles

Ms. Janet Bodnar

Editor-at-Large & Former Chief Editor
Kiplinger’s Personal Finance

Mr. Jonathon Fite

President
Professional Development Institute, University of North Texas

Mr. Charlie Morrison

Chairman & CEO
Wingstop Inc.