Dallas Chapter Monthly Meeting - October 2019

Registration for this event is closed.  Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist:  [email protected]

Click for registrants as of 10/12/19, 4:45 p.m.

FEI Dallas Chapter Monthly Meeting

October 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 Monday, October 7, 2019
IMPORTANT!  The FEI website will be down the weekend of October 4-6.  Please register early to confirm your spot.

 
_____________________________________________________________________________________
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 

Workplace Wellness – Two Unique Perspectives

  • Employee Financial Wellness – Impact to the Company Bottom Line
    “Financial Wellness” is a very nebulous term these days. Employees are asking for it, and many employers want to offer it because it’s the right thing to do. But what is the real issue and what is the solution? How much is financial stress costing an employer in terms of lost productivity, increased healthcare cost, retention, and the cost of an aging workforce? More importantly, how do you measure the success of any workplace wellness program? What works and what doesn’t?
    Eric Dyson, Director ERISA Major Accounts, Wellspring Financial Partners

  • Solving for X in ROI | X / Total Investment = ROI
    Differentiating between the cultural value of a wellness plan and a measurable ROI from a wellness plan are two completely different things. How can an employer differentiate between what creates a financial ROI and what is simply a value add? This program covers the difference between the two and equip employers with the right questions to ask to ensure their expectations are met when investing in wellness.
    Sebastian Sanchez, Assistant VP – Employee Benefits, RHSB
    Austin January, Vice President – Employee Benefits, RHSB

 
Learning Objectives:  Attendees at this two-part program will learn:

  • Two unique definitions of “wellness,”

  • The financial components of wellness, both in terms of cost of financial stress and measurable ROI, and

  • The elements that make up a good wellness program and the right questions to ask prior to investing in wellness.

 
_____________________________________________________________________________________
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

The Frisco Miracle: What’s Behind the Recent Economic Headlines

This distinguished panel will discuss the economic boom taking place in Frisco, ranked as the #1 Best Place to Live by Money Magazine.
The Honorable Jeff Cheney, Mayor of Frisco
Darrell Crall, Chief Operating Officer, PGA of America
Ron Patterson, President, Frisco Economic Development Corporation
Elizabeth Reich, CFO, City of Dallas (moderator)
 
Learning Objectives:  Attendees at this program will gain insights into the reasons for and impacts of the economic boom in Frisco, Texas.

 

REGISTRATION

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 [email protected].
 
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 [email protected] 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
 

FEI MEMBERSHIP QUALIFICATIONS

https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
 

CHAPTER GUEST POLICY

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:  [email protected].
 

  • 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.
 

CPE CREDIT

CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members.  Registration in the FEI system is required for each program for which you wish to receive CPE credit.  To manage your CPE credit, 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.
 
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 (Sponsor ID 103064). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.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

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.
 

CONTACT

Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999
[email protected] | www.feidallas.org
 


Speakers

Hon. Jeff Cheney

Mayor
City of Frisco

Mr. Darrell Crall

Chief Operating Officer
PGA of America

Mr. Eric Dyson

Director ERISA Major Accounts
Wellspring Financial Partners

Mr. Austin January

Vice President – Employee Benefits
RHSB

Mr. Ron Patterson

President
Frisco Economic Development Corporation

Ms. Elizabeth Reich

CFO
City of Dallas

Mr. Sebastian Sanchez

Assistant Vice President – Employee Benefits
RHSB

Credits

1.00 CPE
Basic

Method

group-live

Field

Economics, Technical

Prerequisites

none

Credits

2.00 CPE
Basic

Method

group-live

Field

Personnel/Human Resources, Non-technical

Prerequisites

none

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.