FEI Dallas monthly meetings are open to FEI Dallas members; chapter sponsors; non-members who meet FEI’s membership qualifications who are considering membership; and other non-members by invitation per the chapter’s Guest Policy. Pre-registration is required for all attendees. Scroll down for registration instructions. Registration deadline | Tuesday 9/2/25
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs in Information Technology
AI & Cybersecurity: What a Financial Executive Should Know and How to Approach It
This program will explore today's evolving threat landscape, examining cyber threats, AI concerns, IT challenges, insider and external risks, and where financial executives should direct their focus. It will address pressing topics including real-world examples of threats affecting organizations globally and their responses – both successful and unsuccessful.
Presented by OakTruss Group
Marla Beckham | President & CFO
Jude Sunderbruch | Managing Director
Clay Gooch | Senior Director
Sarah Mohrle | Senior Advisor
Learning Objectives – Attendees at this program will be able to:
Identify Key Threats Facing Financial Executives Today
Understand the Financial and Operational Impact of Security Incidents
Recognize the Role of Financial Leadership in AI & Cyber Risk Management
Build Awareness of AI-Related Threats and Opportunities
Formulate Key Questions to Ask Security Leaders and Risk Committees
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE in Specialized Knowledge
The Texas Energy Expansion: New Directions and Global Trends
Pat Wood III is the past Chairman of the Federal Energy Regulatory Commission (FERC) and of the Public Utility Commission of Texas (PUCT). The son of a small businessman, Pat has been a forceful advocate throughout his career for customer-centered, technology-unleashing competition and for robust infrastructure.
In his presentation to FEI Dallas last year, Pat gave a deep dive into the background of the Texas energy Renaissance, and the surprising fact that Texas is setting the global path for the clean energy transition, and that this shift is being driven by markets and innovators, not by monopolies and governments. With all of the energy issues on the front page in recent months, we asked Pat to come back with an update on what is now happening across the energy front. These new issues include:
Data farms/AI facilities that are driving sharp power consumption increases worldwide
Texas grid improvements
Ending of federal subsidies for wind, solar and EVs
Natural gas exports
Global oil uncertainties
China energy picture
Pat Wood III | Executive Chairman, Hunt Energy Network
Learning Objectives – Attendees at this program will learn directional changes since the U.S. election and future issues In Texas.
REGISTRATION
Registration deadline | Tuesday 9/2/25
FEI Dallas monthly meetings are open to FEI Dallas members; chapter sponsors; non-members who meet FEI’s membership qualifications who are considering membership; and other non-members by invitation per the chapter’s Guest Policy. Pre-registration is required for all attendees.
FEI Members – Register on this page
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, email Jackie Dunn at jackie.dunn@feidallas.org.
Chapter Title Sponsor | 3 attendees
Strategic Partner | 2 attendees
Special Events Partner | 2 attendees
Platinum Sponsor | 2 attendees
Academic Partner | 2 attendees
Communications/Media Partner | 2 attendees
Special Partner | 1 attendee
Non-Members/Guests | Guest fee $100 all-inclusive
FEI Dallas 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 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, email Jackie Dunn at jackie.dunn@feidallas.org with the following information. Please send complete information to facilitate approval and 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
Mobile number
Email address
LinkedIn address
Which session/s will your guest attend?
Professional Development Session | 4:00-5:15 p.m. | 1.5 CPEs
Networking Social | 5:15-6:20 p.m.
Dinner Meeting with Keynote Presentation | 6:20-8:00 p.m. | 1 CPE
Payment information | Guest fee $100
Credit card number
Expiration date
Name on card
FEI DALLAS GUEST POLICY
Members and sponsors may bring guests subject to advance registration and approval. The following general conditions apply with exceptions approved in advance. Email 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.
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 FEI Dallas meeting on a complimentary basis, and additional events at the discretion of the Membership Committee, to evaluate the benefits of FEI membership.
FEI MEMBERSHIP QUALIFICATIONS
https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
CPE CREDIT
This event offers 2.5 CPE credits to all attendees who are eligible to earn CPE credit. Registration in the FEI system and onsite signature verification of attendance are 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 state boards may differ on how many minutes constitute a credit hour. Contact your state board for more information.
CANCELLATION
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.
Under FEI’s new AMS system, an event registrant must cancel their own reservation, admins are no longer able to cancel registrations.
Log in at the FEI website.
Click your name in the upper right area of the screen which will take you to your FEI record.
Go to MY REGISTRATIONS for a list of events you’re registered for.
Find the correct event and click Cancel Registration.
Special Note – You’ll also see a button for Transfer to Someone Else which we ask that you do not use (ever) as it causes complications within our registration system.
CONTACTS
Jackie Dunn | Registration
FEI Dallas Manager
jackie.dunn@feidallas.org
Nancy Ehlers
FEI Dallas CPE Manager
nancy.ehlers@feidallas.org