Dallas Technology Breakfast – December 2018

Registration for this event is closed.  Chapter members and qualified sponsors may contact Jackie Dunn to join the waitlist:  jackie.dunn@feidallas.org
Click for FEI registrants as of 12/6/18, 12:00 noon

Dallas Technology Breakfast 2018

Presented by FEI Dallas and the Society for Information Management (SIM)
December 7, 2018
| 7:30 -10:30 a.m. | 2.5 CPE credits available*

2018 marks the 7th year for this growing event produced in partnership between the Dallas Chapter of Financial Executives International (FEI) and the Dallas/Ft. Worth Chapter of the Society for Information Management (SIM). Together, our groups represent over 1,000 top financial and information executives in North Texas.
Northwood Club
6524 Alpha Rd.
Dallas, TX 75240
Self-parking and complimentary valet
Business or Business Casual attire
7:30 a.m. Check-in & Hot Breakfast Buffet
8:00-10:30 a.m. Programs | 2.5 CPE credits available*
10:30-11:00 a.m. Post-event Networking (optional)
*Attendance at both programs is required to be eligible for CPE credit.
Keynote Presentation | 8:00-9:00 a.m.

Where, Oh Where Has Your Data Gone?

Brittany Kaiser, Co-Founder of Digital Asset Trade Association, will share insights for business into data collection and usage from leveraging her experience with Cambridge Analytica.
Brittany Kaiser, Co-Founder, Digital Asset Trade Association (DATA) and Bueno Capital
Panel Discussion | 9:00-10:30 a.m.

Data: Security, Ownership and Legal Uses

A distinguished panel of expert practitioners will explore business and personal data usage, privacy and legal concerns of today and tomorrow. Hear tips on how to protect your data today.
Brittany Kaiser, Co-Founder, Digital Asset Trade Association (DATA) and Bueno Capital
Peter Vogel, Of Counsel, Foley & Lardner LLP
Ashton Gary, Director, Digital Strategy, Goodway Group
Renee Arrington, Senior Vice President and Director, Pearson Partners International


Advance registration is required for all attendees, register by Friday, November 30, 2018
Attendance at both sessions is required to be eligible for CPE credit.
Who May Attend
Open to members of FEI and SIM, and qualified sponsors.  Guests are allowed subject to advance registration and approval per the chapter’s Guest Policy.  Scroll down for additional details for registering guests. 

FEI Dallas Chapter Members | Free
Register at www.feidallas.org under EVENTS.  Invite your financial staff and technology executives to accompany you, and we’ll waive the guest fee!  See “Guests” below for information on how to register guests.

SIM Members | Contact Kristy Autrey to register:  kristy@sim-dfw.org.

FEI Dallas Chapter Sponsors | Free per the attendance guidelines by sponsorship level.  Contact Jackie Dunn to register company representatives:  jackie.dunn@feidallas.org.

Chapter Title Sponsor—2 attendees
Strategic Partners—1 attendee
Special Events Partner—2 attendees
Platinum Sponsors—1 attendee
Communications/Media Sponsors—1 attendee
Academic Partners—1 attendee
Special Partners—Not eligible unless event Title Sponsor

Guests | Guest fee $50 all-inclusive
Chapter members may occasionally bring guests pursuant to the chapter’s Guest Policy and 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.
To request guest approval, contact Jackie Dunn with the following information.  Complete information required for registration.  If guest is in transition, please provide a resume.
Full name
First name for nametag
Company name
Job title
Address, City, State, Zip
Phone number
Email address
Payment information:
Credit card number
Expiration date
Name on card


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:  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 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 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.


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.


Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999 | 469-241-0079
jackie.dunn@feidallas.org | www.feidallas.org


Ms. Renee Arrington

Senior Vice President & Director
Pearson Partners International, Inc.

Mr. Ashton Gary

Directory of Digital Strategy
Goodway Group

Mr. Rost Ginevich

President & CEO
Cooperative Processing Resources

Ms. Brittany Kaiser

Digital Asset Trade Association and Bueno Capital

Mr. Peter Vogel

Of Counsel
Foley & Lardner LLP