Fort Worth, TX
Next Meeting
RESERVE A SPOT
Date:
Tuesday January 28, 2025 5:30pm - 8:00pm US/Central
Location:
UMB Bank
777 Main Street, Suite 500
Fort Worth, TX 76102
Agenda:

Joint in-person meeting with the FEI Fort Worth Chapter.
 

Topic: Mirror Image Group

Speaker: Bob Walker, The FENG Dallas and Ft. Worth Chapters Co-Chair

CPE credits: 1.0

To register:  FEI Link https://www.financialexecutives.org/Network/Chapters/Fort-Worth/Events/January-FENG-(1).aspx 

You do NOT have to be a member of The Financial Executives International (FEI)- Ft Worth Chapter to attend, but you will need to create an account, and use guest code:  FEI-FENG-FTW 

Agenda:

- 5:30 PM - 6:00 PM: Check-in
- 6:00 PM - 7:00 PM: Presentation

Presentation:
Bob Walker will discuss “Mirror Image Groups” and how these groups can help high level job seekers.  He will provide a discussion of how to administer and run an effective group.  He will also touch on suggested requirements, protocol and expectations. 

Forming a mirror image group can speed up the job search process and provide valuable job leads and support.  Learning objectives include a hands on approach to starting one of these groups and making it effective.

 
Learning Objectives:
- Learn how to form a Mirror Image Group
- How Mirror Image Groups speed up the job search process
- How to ensure your Mirror Image Group is effective

Speaker's bio:
Bob is a retired Investment Advisor with over 20 years’ experience in the financial services industry. He is a Registered Financial Advisor and Portfolio Manager assisting businesses and individual clients in developing and implementing workable strategies to help them reach their financial objectives.

He was named in Texas Monthly as among the top 7% of advisors in Texas, and in the top 3% in Dallas in 2010 and 2011 by Five Star Wealth Manager. 


CPE Credit
- Instructional method: Group-Live
- Experience level: Basic
- Prerequisites/Advance preparation None
- Field of study: Human Resources
 

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.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 information.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Mirror Image Group Jan 28
5:30pm - 8:00pm US/Central
1 Not registered Free
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Chapter Description

The chapter currently has 609 members with more than half on the Alumni list (meaning -- employed).

Our chapter goals are to:
(1) Develop friendship and support groups within the financial executive community, i.e. Fort Worth FEI Career Management
(2) Support our active members explore new opportunities and
(3) Provide our alumni members with germane information for work.

We welcome all members and any prospective member to our meetings.

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Member Stats

Total Members 640
Alumni (55%) 355
Active (41%) 261
Associate (1%) 2
Retired (3%) 22