ONLINE REGISTRATION FOR THIS MEETING WILL CLOSE AUTOMATICALLY AT 11:59 P.M. ON TUESDAY 9/8/26. AFTER THAT TIME, CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY EMAIL JACKIE DUNN FOR WAITLIST AVAILABILITY:JACKIE.DUNN@FEIDALLAS.ORG
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.
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IMPORTANT NOTES
FEI Dallas Monthly Meetings have a new home! We are now meeting at The Clubs of Prestonwood - The Creek location.
The September and October meetings are on 2nd Mondays. Meetings for the remainder of 2026-27 will be held on our usual 2nd Tuesday meeting dates.
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LOCATION & PARKING *NEW FOR 2026-27*
The Clubs of Prestonwood | The Creek
15909 Preston Rd.
Dallas, TX 75248
Complimentary valet | Free surface parking
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
The AI-Native CFO Office
The AI landscape is moving at a fast pace, and each organization wants to take advantage in a safe and cost-effective manner. To help demystify the world of AI, this session will cover recent trends where finance and finance adjacent departments are leveraging AI to drive back office efficiency and robust insights while maintaining the proper governance to safeguard sensitive data. In particular, the session will highlight several use cases with value realization to establish how AI can be used and what steps are needed to prepare the finance function and beyond to work in a world where AI is part of their daily routine.
Zachary Gianola | Managing Director, KPMG
Marin Hoffer | Managing Director, KPMG
Learning Objectives – Attendees at this program will learn about trends in AI usage, AI governance leading practices and AI value driven use cases.
Instructional Method | Group-Live
Recommended CPE Credits | 1.5 CPEs
Experience Level | Basic
Field of Study | Information Technology
Prerequisites/Advance Preparation | None
5:15-6:15 p.m. Networking Social
6:15-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Exiting with Purpose: Founder Experiences in Private Equity
Successful exits don't happen by accident – they are the result of years of strategic decision-making, disciplined execution, and a relentless focus on creating value. This panel of founders successfully partnered with private equity to explore their journeys from building entrepreneurial businesses to navigating the complexities of a successful transaction. Panelists will share candid insights on preparing a company for sale, attracting the right investment partners, managing due diligence, negotiating key deal terms, and leading through the transition after closing. Whether you're a finance executive, business owner, or strategic leader, you'll gain practical perspectives on what drives enterprise value, how to position an organization for a successful exit, and the lessons these founders learned along the way.
Tom Montgomery | Managing Member, Montgomery Capital Advisers LLC
Landon Smith | Founder, LS Ventures
Tony Hartl | Founder & CEO, Undefeated Tribe Operating Company, LLC
Birken Olson | Co-Founder & CEO, CommunityMed Urgent Care
Learning Objectives – Attendees at this program will learn how to:
Identify the key drivers that increase enterprise value and attract private equity investors.
Understand how founders prepare their companies for a successful sale or recapitalization.
Learn what to expect during the private equity transaction and due diligence process.
Explore the factors founders consider when selecting the right private equity partner.
Discuss leadership challenges and opportunities during the transition from founder-led ownership to private equity-backed growth.
Gain practical insights that finance leaders can apply to improve strategic decision-making and long-term value creation.
Instructional Method | Group-Live
Recommended CPE Credits | 1 CPE
Experience Level | Basic
Field of Study | Finance
Prerequisites/Advance Preparation | None
REGISTRATION
Registration deadline | Tuesday 9/8/26
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.” If registration is successful, a system-generated confirmation will be emailed to you.
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, contact 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 | 5:15-6:15 p.m.
Dinner Meeting with Keynote Presentation | 6:15-8:00 p.m. | 1 CPE
OPTIONAL – Is a special meal required?
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.
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 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