ONLINE REGISTRATION FOR THIS MEETING WILL CLOSE AUTOMATICALLY AT 11:59 P.M. ON TUESDAY, 1/6/26. 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.
LOCATION & PARKING
Dallas Country Club
4125 Mockingbird Ln.
Dallas, TX 75205
Complimentary valet | Free surface parking
SCHEDULE & PROGRAMS |
4:00-5:15 p.m. Professional Development Session | 1.5 CPE
Economic Outlook and the Investment Landscape
This program explores an in-depth, real-time perspective on the current market landscape – covering macro trends, interest rate dynamics, and the key forces shaping investment opportunities ahead.
Eric Kelley | Chief Investment Officer, UMB Bank
Learning Objectives – Attendees will learn the key market forces shaping opportunities across asset classes in 2026.
Instructional Method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Field of Study | Economics
Prerequisites/Advance Preparation | None
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Counterintuitive: Driving Transformation Through Servant Leadership
Real, lasting change doesn’t come from titles or top-down directives — it comes from leaders who choose to serve first. This session explores the surprising ways humility, active listening, and putting others ahead of yourself create the strongest foundation for performance, trust, and shared ownership. Drawing on practical experience from 40 years as a senior executive in both the public and private sector, it highlights why the most effective path to meaningful transformation often runs straight through the counterintuitive practice of servant leadership.
Ron Holifield | Founder & Owner, Strategic Government Resources
Learning Objectives – Attendees at this program will learn how servant leadership—rooted in humility, clarity, and a genuine commitment to others—creates the trust, alignment, and shared ownership needed to drive meaningful transformation. They’ll walk away with practical approaches they can apply immediately to strengthen communication, increase accountability, and lead their teams through change with greater confidence and impact.
Instructional Method | Group-Live
Recommended CPE Credits | 1 .0
Field of Study | Personal Development
Prerequisites/Advance Preparation | None
REGISTRATION
Registration deadline | Tuesday 1/6/26
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, you’ll receive an email confirmation immediately following registration.
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 | 5:15-6:20 p.m.
Dinner Meeting with Keynote Presentation | 6:20-8:00 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