FEI Dallas Summer Professional Development Series
July 24, 2024 | 7:30-9:45 a.m. | 2 CPEs
UNT Frisco Landing
Registration open through Wednesday, July 17, 2024
Attire: Business Casual
Strategic Insights for Financial Leaders: Adapting to Consumer Financial Protection Bureau Trends
Presented by the University of North Texas, G. Brint Ryan College of Business, Center for Energy Accounting & Sustainability
This program is designed to provide a deep dive into the evolving landscape of consumer financial protection. Our panel of experts will explore a variety of pressing issues currently shaping the regulatory environment, notably the implications of Dodd-Frank Section 1071 and the recent decision from the U.S. Supreme Court that could significantly impact financial practices.
The discussion will delve into the latest litigation and regulatory actions targeting late fees and other "junk fees" that affect consumer finances. Panelists will analyze these developments through multiple lenses—legal, regulatory, and business—to provide a holistic view of the challenges and opportunities these trends present. Additionally, the session will cover emerging developments from the Consumer Financial Protection Bureau (CFPB), offering attendees strategic insights on how to adapt their practices to align with new regulations and consumer expectations.
This session will equip financial leaders with the knowledge and strategies needed to navigate the complexities of the current financial regulation climate, ensuring they are well-prepared to adjust their operations and policies in response to these critical changes.
Dr. Michael Gallo | Lecturer Professor, G. Brint Ryan College of Business, University of North Texas
Owen Babcock | Associate, Padfield & Stout
Mehul N. Madia | Special Counsel, Sheppard, Mullin, Richter & Hampton
Kameron Dodge | Senior VP, Deputy General Counsel, Triumph Financial
Learning Objectives – Attendees at this program will be able to:
-
Understand the implications of Dodd-Frank Section 1071 and the recent decision from the U.S. Supreme Court: Participants will gain insights into how this legislation and judicial ruling impact financial practices and what adjustments may be necessary to comply with these changes.
-
Analyze current and prospective litigation and regulatory actions targeting late fees and other "junk fees": Attendees will learn about the latest trends in litigation and regulation concerning fees that affect consumer finances, discussing the potential future landscape and how businesses can prepare.
-
Explore emerging developments from the Consumer Financial Protection Bureau (CFPB): This objective will provide participants with an overview of the latest updates and initiatives from the CFPB, enabling them to anticipate shifts in regulatory requirements and adapt their strategies accordingly.
SCHEDULE
7:30 a.m. | Breakfast available
8:00-9:45 a.m. | Program with Q&A (2 CPEs)
9:45-10:00 a.m. | Post-event networking (optional)
LOCATION & PARKING
UNT Frisco Landing
12995 Preston Rd., Room 130
Frisco, TX 75033
Parking – Park in Visitor Lot #2 indicated by BLUE on the UNT Frisco parking map. Must display printed parking permit on vehicle dashboard. Parking permits will be emailed to registered attendees a few days prior to the event.
REGISTRATION
Registration open through Wednesday, July 17, 2024
This meeting is open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per the chapter’s Guest Policy. Pre-registration required for all attendees.
*SPECIAL BENEFIT FOR FEI DALLAS MEMBERS: Bring your financial staff at no charge! See the Guests section below for information on how to register guests.
FEI Dallas Members | Free
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 [email protected].
Chapter Title Sponsor | 2 attendees
Strategic Partner | 2 attendees
Special Events Partner | 2 attendees
Platinum Sponsor | 2 attendees
Communications/Media Sponsor | 2 attendees
Academic Partner | Hosted event only
Special Partner | 1 attendee
Guests | $35.00 guest fee
FEI Dallas members may occasionally bring guests to chapter events 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 at [email protected] with the following information. Please send complete information to facilitate approval and registration.
Full name
First name for nametag
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Payment information | Guest fee $35
Credit card number
Expiration date
Name on card
FEI MEMBERSHIP QUALIFICATIONS
https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
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. 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 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 chapter 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 CPE credits to all attendees. Registration in the FEI system and onsite signature verification of attendance are required to earn CPE credit.
CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members. This event offers 2 CPE credits to all attendees who are eligible to earn CPE credit. Registration in the FEI system and onsite signature verification of attendance is required to earn 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.
CANCELLATION
To cancel a reservation, contact Jackie Dunn at [email protected]. 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 Manager
[email protected]