ONLINE REGISTRATION FOR THIS MEETING CLOSES AT 11:59 P.M. ON 9/28/26. CONTACT ERIC HOLLEMAN FOR AVAILABILITY: EHOLLEMAN@CONEXUSSG.COM.
AI in M&A: Where It Creates Value — and Where It Creates Risk
Explore how Artificial Intelligence is reshaping the M&A and private equity landscape, from investment banking and due diligence to Quality of Earnings (QoE), financial analysis, legal review, and portfolio company operations. This discussion will highlight practical AI use cases, the efficiencies and insights it can create, and the risks surrounding data quality, confidentiality, governance, and overreliance on technology—while examining why human expertise and professional judgment remain essential throughout the transaction lifecycle.
Steve Bartz | Shareholder, Greenburg Traurig
Brian Reed | Partner, Weaver
Learning Objectives: By attending, you will be able to:
• Identify practical applications of AI throughout the M&A lifecycle, including investment banking, due diligence, Quality of Earnings, financial analysis, legal review, report preparation, and portfolio company operations.
• Evaluate where AI can create meaningful value in a transaction, including opportunities to increase efficiency, accelerate analysis, identify trends, and streamline traditionally manual processes.
• Recognize key risks and limitations associated with AI adoption, including data quality, confidentiality, governance, accuracy, security, and the potential for overreliance on AI-generated information.
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 CPE
STRATEGIC INVESTORS
S+H Consulting
Greenberg Traurig
Valorous Advisors
Weaver
USI
REGISTRATION
Registration deadline | Monday 9/28/26
Open to FEI Dallas members, and non-members with financial or executive roles in the private equity sector.
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 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