North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Jay Smith
FEI Dallas President
Spring is here! And with that, Dallas Chapter of FEI had a fun-filled wine event on Thursday, March 30, at the Dallas Arboretum where the theme was “The Price is Right.” Weather was great, libations were tasty, and people enjoyed the event tremendously. I want to thank our event sponsors who continue to enable us to present meaningful and enjoyable events to our FEI Dallas colleagues. Read more
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Connecting With Your FEI Dallas Colleagues |
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Monthly meetings are held on 2nd Mondays at Northwood Club in North Dallas unless otherwise noted. Meetings start at 4:00 p.m. with a Professional Development Session followed by a Networking Social and Dinner Meeting with the Keynote presentation. Although the chapter schedules meetings year-round, there are no monthly meetings in December or from May-August when other special events are scheduled.
Information on previous meetings including recordings and presentation files (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
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04.10.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
FEI Dallas Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Registration extended through Tuesday, April 4
Directory headshot photographer available 5:00-7:00 p.m.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Healthy Leadership: How to Thrive in the New World of Work
Healthy leadership focuses on the health and growth of all parties: the leader, the team, and the business. If the team thrives, so does the business and everyone it serves. Healthy leadership addresses human needs—it’s personal. Healthy leadership is like a cultural magnet that attracts people to your team and the cultural glue that makes them want to stay. It is grounded in three healthy principles and three healthy practices.
Lee Colan, Co-Founder, The L Group, Inc.
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Resilience Lessons from an 87-Year-Old Start-Up
Stephanie Stuckey will share the comeback story of buying back a family business on the verge of bankruptcy and applying her grandfather’s lessons to revive the brand.
Stephanie Stuckey, CEO, Stuckey’s Corporation
Headshot Photographer 5:00-7:00 p.m.
A photographer will be available at this meeting 5:00-7:00 p.m. to take headshots for the FEI Dallas annual membership directory, compliments of the chapter. Member headshots will be provided to FEI staff for the purpose of directory listings. Non-members may also participate as the photographer will offer the option to both members and non-members to purchase headshots for personal use with special “event only” pricing.
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
Registration extended through Tuesday, April 4
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2022-23 FEI Dallas Monthly Meeting Schedule
Monthly meetings are held in person at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees via FEI’s online CPE Center.
2022
September 12
October 10
November 14
2023
January 9
February 13
March 6 | First Monday due to Spring Break conflicts
April 10
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Now Available! Wine Tasting 2023, March 30 @ Dallas Arboretum
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05.08.23 | 11:00 a.m.-8:00 p.m. (Central) | SAVE THE DATE
Golf Tournament 2023
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor | VIP
11:00-1:00 p.m. | Check-in
11:00-1:15 p.m. | Driving range & putting green open
11:30-1:00 p.m. | Box lunches
11:30-1:10 p.m. | Putting Contest at putting green
1:30 p.m. | Golfers in carts
1:45 p.m. | Shotgun start
Open to FEI Dallas members and sponsors.
Pre-registration at the FEI Dallas website required | Registration pending
Sponsorships available
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Monthly Career meetings are held on the 3rd Tuesday of each month year-round. Career meetings are open to FEI Dallas members, employed or unemployed. In addition to helping job seekers, the Career Management group can assist employed members with skills needed to excel at their current position, plan for their next opportunity, and find solid qualified applicants for openings on their financial team. |
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04.18.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
Lifting the Curtain on Recruiters
If you are looking for a new job, recruiters should absolutely be a part of your search plan. This presentation will help you maximize and leverage those recruiter relationships.
Tom Delanoy, Partner & COO, Thomas Edwards Group, LLP
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
CPE credit available to FEI members who register online at the chapter website. Registration is open though meeting end time. FENG members do not need to register.
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2022-23 FEI Dallas Career Management Monthly Meeting Schedule
FEI Dallas Monthly Career Management Meetings are held in association with The Financial Executives Networking Group (FENG).
2022
July 19
August 16
September 20
October 18
November 15
December 20
2023
January 17
February 21
March 21
April 18
May 16
June 20
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PARTNER EVENTS & RESOURCES |
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04.04.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Retail: Get Your Excess Inventory Back on Track
We’ll discuss how to use Workday Adaptive Planning to manage inventory, run reports with consolidated data, and make real-time decisions that meet the bottom line at month-end.
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04.05.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Worksheets S-10: MAC Audit Update and Future Reporting
After completing this training, participants will be able to describe the S-10 audit process used by MACs and what findings were common during the 2020 round of audits; explain the changes seen in the 2021 round of audits compared to the 2020 audits; summarize lessons learned and recommended practices to incorporate for future uncompensated care (UC) reimbursement; and connect the elements of Transmittal 18 S-10 reporting instructions to the CMS MAC audit practices.
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04.11.23 | 12:00 noon (Central) | Presented by BDO USA LLP
WEBINAR
U.S. Government Ramps Up Enforcement of Forced Labor Law: Oil & Gas
In June 2022, the Uyghur Forced Labor Prevention Act (UFLPA) was enacted into law, increasing the pressure on companies importing goods from overseas to document that their supply chains are free from forced labor.
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04.11.23 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
Revenue Cycle Optimization and Healthcare Regulatory Compliance
In a year defined by financial instability, it’s critical to improve your financial positioning. One way to do that -- revenue cycle optimization. This webinar covers how to implement a treatment plan for financial health as well as healthcare compliance requirements for what’s next in the coming year.
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04.12.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Quarterly Technical Update - Q1 2023
Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q1 2023” webcast continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments.
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04.19.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Q1 2023 IFRS Quarterly Update
Each quarter, BDO USA's IFRS leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today's hot topics and developments.
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04.19.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
The Future of Mental Health Telehealth Services
After completing this training, participants will be able to describe upcoming changes related to mental health telehealth services; identify potential risk areas related to telehealth mental health services; and apply strategies and recommended practices for addressing risk areas.
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04.19.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
M&A: Why the Race to Close Is Just the Start of the Journey
You’ll learn how to deliver the benefits of an M&A while integrating critical operations and building a strategic platform without negatively impacting the business.
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04.19.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Q1 2023 IFRS Quarterly Update
Each quarter, BDO USA's IFRS leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today's hot topics and developments.
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04.19.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2023 IFRS Quarterly Update
Each quarter, BDO USA's IFRS leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today's hot topics and developments.
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04.26.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 BDO Spring Board Pulse Survey
This program will explore highlights from our 2023 Spring pulse survey of public company directors. We will break down some of the more newsworthy and prevalent topics that boards are addressing.
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04.26.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Federal Acquisition Regulations in a Nutshell
Join our Government Contract industry professionals as they discuss what government contractors need to know about the Federal Acquisition Regulations (FAR).
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04.26.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Spring Planning Session: Real Estate Investment and Disposition Strategies and Credit Opportunities
Join our panel of BDO professionals as they discuss potential planning opportunities and other important federal, state and local tax considerations surrounding real property transactions.
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04.27.23 | 10:30 a.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
BDO LA Webcast - The Executive Path to the Next Great Opportunity
We would like to invite you to attend our exclusive CXO Webcast. This webcast hosted by BDO USA, LLP features an intimate group format providing a platform for CXOs to discuss hot topics currently impacting their companies and seek guidance from peers who experience similar challenges.
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04.27.23 | 3:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
California Tax Issues: The Conversation Continues
We will review real property transfer tax, then pivot to a discussion about a potential state income tax refund and exposure risk for anyone conducting business in California, and end with a recap of the California unclaimed property VCP.
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05.02.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Why You Need a Cloud Enterprise Resource Planning System
Our industry professionals will discuss: the ERP system landscape; common system challenges that make organizations switch ERP systems; the many benefits of a cloud ERP solution.
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06.07.23 | Presented by TXCPA Dallas
Convergence 2023
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel – The Star, 11 Cowboys Way, Frisco TX 75034
The TXCPA Dallas Convergence program is one of the premier educational events for the North Texas accounting industry. The event will feature five tracks of programming presented by nationally-known experts in their respective fields. 1,200 CPAs are expected to participate, which will include a luncheon on the Cowboys’ practice field highlighted by a keynote address presented by Chad Estis, a member of the 2026 Dallas World Cup Bid Committee.
Early Bird pricing | $150. Discount ends on April 21.
Non-TXCPA Dallas members should enter code “23DALLAS” and checkout.
Overnight accommodations available at the Omni Frisco Hotel for the nights of June 6-7 at a special price of $199 per room. Room reservations can be made until 5:00 p.m. on Friday, May 5, by calling Omni Reservations at (1-800) 843-6664 and mentioning “Convergence 2023”.
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Resources from Moss Adams
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FEI LEARNING OPPORTUNITIES |
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FEI Webinars – Many webinars offering CPE credit are free to FEI members.
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FEI On-Demand Courses – Take control over your career through our on-demand professional development courses, packages and certificate programs. FEI’s catalog of impactful business knowledge and self-paced programming offers maximum flexibility and Continuing Professional Education (CPE) credits. Discover courses that meet your professional development needs in finance, accounting, leadership, and more.
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FEIconnect is an online network exclusively for members of FEI and association staff. FEI members can use the site to network with others who share their interests, specialties, or questions.
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The financial support of our Chapter Sponsors is key to continuing to raise the bar on member value, and we are grateful for their participation. We encourage members to consider these companies first when a need arises for their services. Click on a logo below to go to the company website. |
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Emerging Academic Partner |
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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
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The submission deadline for FEI Dallas newsletters and upcoming events emails is one week prior to publication. Contact Jackie Dunn for more information.
You are receiving this email because you on are the FEI Dallas email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
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