Registration for this event is closed. Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist: [email protected]
FEI Dallas Chapter Monthly Meeting
March 19, 2018 | 4:00-8:00 p.m. | 3 CPE credits available
Note that due to Spring Break, this meeting is on the
3rd Monday of the month instead of our typical 2nd Monday
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration extended through Tuesday, March 13, 2018.
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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
Headlines to Bottom Lines: The Impact of Healthcare Trends on Your Benefit Plans
Dr. Shealynn Buck, Lockton Dunning Benefits Chief Medical Director, will share how to use Clinical Expertise plus Big Data to identify and mitigate emerging health risks and large claimants. Dr. Buck will provide insight into recent costly trends such as Gene Therapy, Diabetes Surgery, and the Opioid Epidemic and strategies to address the new cost drivers in your healthcare plans.
Shealynn Buck, MD, Chief Medical Director, Lockton Dunning Benefits
Special Presentation: Overview of the 2017 Workplace Benefits Report
Christopher Cervantes, Retirement Benefits Consultant with Merrill Lynch, will share recent research findings from the recently commissioned Bank of America Merrill Lynch Workplace Benefits Report. The fact that employees look to their employers for guidance on financial matters is no surprise. An employer-sponsored retirement plan ranks second only to healthcare as the most important employee benefit. This study shows an increasing desire for employers to offer broader financial education, guidance and advice that goes beyond retirement savings, underscoring the powerful role the employer can play in delivering a meaningful benefit to employees.
Christopher D. Cervantes, Retirement Benefits Consultant, Merrill Lynch
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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
A Conversation with Ebby Halliday President & CEO, Mary Frances Burleson
NBC 5 News anchor Brian Curtis will interview Mary Frances Burleson, President and CEO of Ebby Halliday Realtors, about her life, her career, and how the company went from being a small woman-owned business to one of the largest real estate firms in the country.
Mary Frances Burleson, President & CEO, Ebby Halliday, Realtors
Brian Curtis, News Anchor 6 & 10 p.m., NBC 5
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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 therefore not eligible for CPE credit and not included in the headcount for that session.
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
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].
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Guest fees, if applicable, are payable by credit card in advance at the time of registration. See ‘Cancellation’ for refund information.
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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.
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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.
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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
You must be registered in the FEI system for each program for which you wish to receive CPE credit. If there is any question as to whether or not you are registered for a specific program, please contact Jackie Dunn at [email protected] to confirm.
CPE credit is available online via FEI’s CPE Center to both FEI members and non-members. You will need to 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.
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.
CHAPTER CONTACT
Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999 | 469-241-0079
[email protected] | www.feidallas.org