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 | Monday 10/6/25
LOCATION & PARKIING
Northwood Club
6524 Alpha Rd.
Dallas, TX 75240
Complimentary valet | Free surface parking
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs in Information Technology
How Finance Professionals Maximize Cloud Investment Value
In today’s fast-evolving tech landscape, cloud investments are no longer optional—they’re critical to fueling growth and innovation. Are you ready to take charge of your organization’s cloud spend and transform costs into strategic value? This session equips finance professionals with the insider knowledge needed to navigate the latest cloud technologies, decode their financial impact, and apply proven strategies to maximize ROI. You’ll also discover how to become a key player in cloud financial management—building strong partnerships between finance and technology teams to drive smarter, data-driven financial decisions.
Shan Edwards | CEO/Co-Founder, Moneta
Ben Mejia | Technology Practice Leader, Squire Technology
Learning Objectives – Attendees at this program will learn:
Current Technology Trends and the Financial Impact of Cloud Adoption
The Core Financial Components of Cloud Services, including Pricing and Cost Allocation Models
Practical Strategies to Improve Cloud Investment ROI by Implementing Cost Savings Techniques
The Role of Finance Professionals in Cloud Financial Management and Best Practices for Collaborating with Technical Teams
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE in Finance
Current and Expected Market Trends and Impact on Private Equity
This panel of key leaders in the Private Equity Market will take a broad but specific look at economic changes, government regulations, financing, and trends in business opportunities for sellers and buyers.
Connor Searcy | Managing Partner, Trive Capital | *New Speaker*
Vincent Hsieh | Managing Director, Cypress Growth Capital
Ralph Manning | Cofounder, Coltala Holdings
Jay Turner | Cofounder, Providence Investment Partners
Tom Montgomery | CEO, Montgomery Capital Advisers, LLC (moderator)
Learning Objectives – Attendees at this program will learn to:
Evaluate current and forecasted macroeconomic conditions—interest rates, inflation, and growth trends—and their potential effects on private-equity fundraising, deal flow, and portfolio valuation.
Assess the impact of recent and pending government regulations (e.g., SEC rules, tax policy, reporting standards) on private-equity transactions and fund governance.
Analyze financing options and capital-structure trends, including debt markets, credit facilities, and co-investment vehicles, to inform strategic decisions.
Identify sector and business-model developments influencing valuation, risk management, and exit strategies in private equity.
Integrate market, regulatory, and financing insights into private-equity strategies to improve performance measurement, forecasting, and stakeholder reporting.
REGISTRATION
Registration deadline | Monday 10/6/25
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.
IMPORTANT - There are several screens in the registration process. Be sure to complete registration by clicking “Express Checkout.”
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
Is a special meal required? (new option this year)
Veggie, vegan, gluten-free, dairy-free, nut allergy?
Payment information | Guest fee $100
Credit card number
Expiration date
Name on card
Billing Address, City, State, ZIP
CVC code
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 (1.5 credits in Information Technology and 1 credit in Finance) to all attendees who are eligible to earn CPE credit. Registration in the FEI system and onsite verification of attendance are required to earn CPE credit. Instructions on managing your FEI CPE credits are available here.
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.
Professional Development Session | 4:00-5:15 p.m.
How Finance Professionals Maximize Cloud Investment Value
Instructional Method | Group-Live
Recommended CPE Credits | 1.5 CPEs
Experience Leve | Basic
Field of Study | Information Technology
Prerequisites/Advance Preparation | None
Dinner Program | 7:00-8:00 p.m.
Current and Expected Market Trends and Impact on Private Equity
Instructional Method | Group-Live
Recommended CPE Credits | 1 CPE
Experience Leve | Basic
Field of Study | Finance
Prerequisites/Advance Preparation | None
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