ONLINE REGISTRATION FOR THIS MEETING WILL CLOSE AUTOMATICALLY AT 11:59 P.M. ON WEDNESDAY 12/3/25. AFTER THAT TIME, CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY EMAIL JACKIE DUNN FOR WAITLIST AVAILABILITY: JACKIE.DUNN@FEIDALLAS.ORG
This event is open to FEI Dallas members and their guests, event and chapter sponsors, and guests who meet FEI membership qualifications. Guest fees may apply. Pre-registration is required for all attendees. Scroll down for registration instructions. Registration extended to Wednesday 12/3/25
LOCATION & PARKIING
Jindal School of Management
The University of Texas at Dallas
Davidson Auditorium
800 W. Campbell Rd.
Richardson, TX 75080
Parking permits and instructions will be sent a few days prior to the event
SCHEDULE & PROGRAMS
7:00-8:00 a.m. Attendee check-in, breakfast buffet available
8:00-9:45 a.m. Session 1 Program | 2 CPEs
Technology for Business Benefits and Risk Management
This program session will present to finance leaders the latest in technological advances leading to increased corporate value. It is meant to address and identify where and how benefits to using corporations will come about. Panelists from GridSite Technology, IBM, OakTruss and Workday, led by moderator John Medelin, CTO, Mede-Arc, will discuss technologies and developments that affect data centers, business agility, AI, cybersecurity, modeling and ERP systems. Participants will leave with better insights of how contemporary developments will lead to increased efficiency and improved decisions. Protection and reduction of risk will be part of the discussion.
Thomas Carlson | VP Finance, GridSite Technology
Jeff Crume | Distinguished Engineer, Master Inventor, IBM
Sarah Mohrle | Senior Advisor, OakTruss Group
Joe Wilson | Global CTO, Workday
John Medellin | CTO, Mede-Arc (moderator)
Learning Objectives –Attendees at this program will learn current and future benefits and issues related to the development and use of business technologies.
Instructional Method | Group-Live
Recommended CPE Credits | 2.0 CPEs
Experience Level | Basic
Field of Study | Information Technology
Prerequisites/Advance Preparation | None
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9:45-10:00 a.m. Break
10:00-11:45 a.m. Session 2 Program | 2 CPEs
Perspectives on Using New Technology
The second session of the Symposium will move to the perspectives of financial/executive officers as they use technology to build corporate appeal to investors. It will emphasize how basic developments (first session) are affecting tools, systems and platforms now available to help senior officers meet expanded responsibilities. Areas to be discussed include enhanced accessibility of real-time data, scalability and flexibility of platforms, and streamlined integrations/connections with ERP systems. This panel session is meant to provide a map of present and near-future technological solutions available to effect ongoing financial management, broadly defined, and increase corporate value.
Terry Hungle | CFO, Mavenir
Aamer Charania | Head of AI, Best Buy
Abhi Ingle | Chief Product & Strategy Officer, SambaNova Systems
David Evans | Managing Partner, Sentiero Ventures
Dr. Steven Haynes | Program Director, Cybersecurity and Risk Management, UTDallas (moderator)
Learning Objectives – Attendees at this program will learn to have a map of present and near-term technological solutions available to effect better financial management and increase corporate value. The map will come from a better understanding of basic developments in technology.
Instructional Method | Group-Live
Recommended CPE Credits | 2 CPEs
Experience Level | Basic
Field of Study | Information Technology
Prerequisites/Advance Preparation | None
REGISTRATION
Registration extended to Wednesday 12/3/25
This event is open to FEI Dallas members and their guests, event and chapter sponsors, and guests who meet FEI membership qualifications. Guest fees may apply. Pre-registration is required for all attendees. Scroll down for registration instructions.
IMPORTANT – There are several screens in the registration process. Be sure to complete registration by clicking “Express Checkout.”
FEI Dallas Members – Register on this page
Event & Chapter Sponsors | Free per the attendance guidelines for your sponsorship level. Sponsors cannot register online for this event. 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 | 1 attendee
Academic Partner | 1 attendee
Communications/Media Partner | 1 attendee
Special Partner | 1 attendee
Non-Members/Guests | Guest fee $40
Advance registration and approval required for guests. 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. Guest fee may be waived for an individual who is interested in FEI Dallas membership and meets FEI membership qualifications.
To request guest approval, please send the following information to Jackie Dunn at jackie.dunn@feidallas.org by the registration deadline on December 2, 2025. 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?
Session 1 | Technology for Business Benefits and Risk Management
Session 2 | Perspectives on Using New Technology
Payment information | Guest fee $40
Credit card number
Expiration date
Name on card
Billing Address, City, State, ZIP
CVC code
CPE CREDIT
This event offers 4 CPE credits total 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