ONLINE REGISTRATION FOR THIS MEETING CLOSES AT 11:59 P.M. ON 8/28/26. CONTACT ERIC HOLLEMAN FOR AVAILABILITY: EHOLLEMAN@CONEXUSSG.COM.
From CFO to the Boardroom: Navigating the Path to Board Leadership
Transitioning from the CFO role to the boardroom requires more than financial expertise—it demands strategic leadership, executive presence, and a strong professional network. Join us for an engaging fireside chat moderated by Kathryn Loo of the Private Directors Association, featuring accomplished finance leaders who have successfully navigated the journey from CFO to CEO and independent board director.
Kathryn Loo | Immediate Past President, Private Directors Association
Learning Objectives: By attending you will be able to:
• Identify the skills, experiences, and leadership qualities that boards seek in prospective directors.
• Understand the career pathways from CFO and executive leadership roles to corporate board service.
• Recognize practical strategies for building executive presence, expanding professional networks, and preparing for board opportunities.
• Evaluate actionable steps to position themselves for future board and governance roles.
SCHEDULE
4:30 – 5:00 p.m. Check-in & Networking
5:00 – 5:30 p.m. Hors d’oeuvres & Cocktails
5:30 – 6:30 p.m. | Program and Q&A | 1.0 CPE in Personal Development
STRATEGIC INVESTORS
Financial Additions
BVWD
Bridgepoint Consulting
Truist
Marsh McLennan Agency
REGISTRATION
Registration deadline | Friday 8/28/26
Open to FEI Dallas members, and non-members with financial or executive roles.
FEI Members – Register on this page.
Non-FEI Members (including Strategic Investors) – Contact Nancy Ehlers at nancy.ehlers@feidallas.org with the following information by the registration deadline.
Name
Company name
Job title
Address, City, State, ZIP
Email
Phone
Mobile phone (if different)
LinkedIn address
CPE CREDIT
This event offers 1.0 CPE credit in Personal Development via FEI’s CPE Center to attendees who complete pre-registration and sign in/out at the meeting.
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.
CONTACT
Nancy Ehlers
FEI Dallas CPE Manager & Event Support
nancy.ehlers@feidallas.org