Dallas Chapter Monthly Meeting - January 2019

Registration for this event is closed.  Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist:  jackie.dunn@feidallas.org

FEI Dallas Chapter Monthly Meeting

January 14, 2019 | 4:00-8:00 p.m. | 3 CPE credits available
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration open through Tuesday, January 8, 2019
Pre-meeting Professional Development Session | 4:00-5:45 p.m.
3:30-4:00 p.m. Check-in
4:00-5:45 p.m. Program | 2 CPE credits

Cybersecurity Risk: Horror Stories and How to Prevent Them
from Happening to You

An examination of real-world case studies of data breaches. This program will cover a combination of well-publicized breaches and breaches that affected local companies in the Dallas-Fort Worth market. The presenters will analyze the weaknesses that left the companies vulnerable, how the bad actors exploited the vulnerabilities, lessons learned from each case study, and what could have prevented the breaches.
Presented by Whitley Penn LLP 
John Williamson, Risk Advisory Senior Manager 
Jesus Vega, Risk Advisory Manager
Learning Objectives:  Attendees at this program will learn:
  • Best practices of how to improve controls to reflect company policies and where to invest resources to prevent data breaches.
  • How to effectively respond to breaches in the event that their information systems are compromised and review successful Incident Response Plan strategies.
  • Risk mitigation strategies, how to monitor the effectiveness of the strategies through effective controls, and how to report to those charged with corporate governance.
Dinner Meeting | 5:30-8:00 p.m.
5:30-6:30 p.m. Networking Social
6:30-7:00 p.m. Seated Dinner
7:00-8:00 p.m. Program | 1 CPE credit

Economic Update:  What’s REALLY Going On

Dr. Anthony Chan, Chase Chief Economist, will present an economic update as we enter 2019 with volatile global markets.  What is really going on with trade tensions, federal reserve policy outlook, Brexit, emerging markets, domestic and global politics, and other key trends and indicators?   
Dr. Anthony Chan, Chase Chief Economist, JP Morgan Chase
Learning Objectives:  Attendees at this program will gain an awareness of:
  • The impact of current trade tensions on the US economy and financial markets as well as the Global economy and Global Financial Markets
  • Federal Reserve Policy Outlook for 2019 — focusing on the path of interest rates
  • US Equity and Fixed Income Outlook 2019
  • The odds of a future US Recession 
  • Impact of Brexit on the UK and the rest of Europe 
  • Impact of other current political developments in Europe on their economy
  • Outlook for Emerging Markets in 2019 


Important:  When registering online, under ‘Add Sessions’ be sure to check each session that you plan to attend, otherwise you will not be registered for that session and potentially not eligible for CPE credit and/or not included in the headcount for dinner.
FEI Dallas Chapter Members | Free
Register at www.feidallas.org under EVENTS. 
Chapter Sponsors | Free per the attendance guidelines for your sponsorship level.  Sponsors with registration-enabled logins may register at www.feidallas.org under Upcoming Events.  If you get a notice that you are not eligible to register, contact Jackie Dunn at jackie.dunn@feidallas.org.
Chapter Title Sponsor—3 attendees
Strategic Partners—2 attendees
Platinum Sponsors—2 attendees
Media Sponsors—2 attendees
Academic Partners—2 attendees
Special Partners—1 attendee
Guests | Guest fee $100 all-inclusive
Chapter 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. 
Special provisions for individuals who are qualified for FEI membership:  Prospective members may attend one regular chapter meeting on a complimentary basis, allowing them to evaluate the benefits of FEI membership. Scroll down for membership qualifications.  Please confirm eligibility before submitting guest request.
To request guest approval, contact Jackie Dunn at jackie.dunn@feidallas.org with the following information.  Complete information required for registrationIf guest is in transition, please also provide a resume or a summary of qualifying experience.
Full name
First name for nametag
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Which session/s will your guest attend?
Pre-meeting PD Session
Networking Social
Dinner Meeting
Payment information for guest fee:
Credit card number
Expiration date
Name on card




Chapter members and sponsors may bring guests to chapter meetings subject to advance registration and approval.  The following general conditions apply with exceptions approved in advance by the chapter board of directors.  Contact 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.  See ‘Cancellation’ for refund information.
  • Guests generally may not attend 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 on meeting notices for guest information.
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to ‘regular’ chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event.  Prospective members may attend one ‘regular’ chapter meeting (complimentary) and one session of the Summer Professional Development Series (subject to the guest fee) to evaluate the benefits of FEI membership.  Non-member guest fees apply to other events.  Invitations should be limited to those who meet FEI’s membership criteria.


You must be registered in the FEI system for each program for which you wish to receive CPE credit.  If there is any question as to whether or not you are registered for a specific program, please contact Jackie Dunn at jackie.dunn@feidallas.org to confirm.
CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.


To cancel a registration, contact Jackie Dunn.  Forty-eight ‘business’ hours notice is requested for cancellation.  Cancellations within 48 ’business’ hours and no-shows may be subject to a cancellation fee equal to the guest fee.  Guest fees will be refunded upon request given that cancellation is received at least 48 ‘business’ hours prior to the event.  Absent payment in advance, members are responsible for their guests' late cancellation and no‑show.  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 last-minute cancellations and no‑shows.


Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999 | 469-241-0079
jackie.dunn@feidallas.org | www.feidallas.org


Dr. Anthony Chan

Chase Chief Economist
JP Morgan Chase

Mr. Jesus Vega

Risk Advisory Manager
Whitley Penn LLP

Mr. John Williamson

Risk Advisory Senior Manager
Whitley Penn LLP


1.00 CPE




Economics, Technical




2.00 CPE




Information Technology, Technical



National Registry of CPE SponsorsFinancial Executives International (FEI) 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 the 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. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.