Fantastic! FEI Dallas has delivered in every way. Superior program speakers, events, and member interaction. Our sponsorship partners have helped our membership deliver successful business strategies to grow their respective organization’s business strategies. Thank you to the executive committee, board members, administration and our members who make FEI Dallas the premier financial executive organization in North Texas and the United States.

Our upcoming monthly meeting on Tuesday, April 9, at Norwood Club will be our final big meeting of the year but we have some great programs over the summer presented by our Academic Partners for education and to keep your FEI network alive and well. The April meeting begins with a special presentation by Robert Half at 3:30, 2024 Hiring and Compensation Trends for Finance and Accounting Professionals. Our normal Professional Development session follows at 4:00, The Changing DEI Landscape, and keynote Stacey D. Stewart, CEO, Mothers Against Drunk Driving, headlines with Driving Change – My Journey to Noble Purpose Leadership at the dinner meeting.

We will be hosting students from both of the FEI Dallas undergraduate scholarship programs at the April meeting: the Financial Executive Experience mentoring & scholarship program sponsored by Frost Bank; and the FEI Connie Konstans Scholarship recipients from The University of Texas at Dallas.

2024-25 Officer Election

FEI Dallas members in good standing have been presented with the 2024-25 Officer Slate by email for voting this week. The candidates are highly accomplished and are willing to contribute a significant amount of their time to lead the board in delivering programs and activities to the chapter. FEI Dallas members, please exercise your right to vote, the election closes on Monday, April 8. FEI Dallas members who did not receive the ballot should contact Jackie Dunn, Chapter Manager.

FEI Financial Leadership Summit 2024

The national FEI Financial Leadership Summit is in Orlando at Disney’s Contemporary Resort, May 19-21. FEI members and non-members alike should consider attending, the destination and programs are superior. Discounted Disney tickets are available to Summit registrants who want to add a trip to one of Disney’s four theme parks

Golf Outing 2024: Topgolf Tournament + Speed Networking Social

Save the Date for FEI Dallas’ last big social event of the year, a Topgolf Tournament & Speed Networking Social on May 7 at Topgolf Park Lane. Watch our Monday events emails for more details and registration. A great menu of sponsorship opportunities is available starting at $750. Contact Sponsorship leaders Warren Rapert or May Lee Harris, or Jackie Dunn, FEI Dallas Manager, for more information.

FEI Dallas Special Interest Groups

Special Interest Groups have always delivered great subject matter content for our members involved in a particular industry or area of interest: Manufacturing/Distribution, Private Equity, Technology, Healthcare, Real Estate, Restaurant/Retail, Energy, and the new G.R.O.W. SIG (Growth, Resources and Opportunities for Women). I strongly encourage FEI members to attend these SIG events, and to invite your peers who qualify for FEI membership.

A reminder to FEI Dallas members and sponsors to be sure to watch your email as registrations open for numerous events or visit the FEI Dallas website – www.feidallas.org – to see a listing of upcoming events. These amazing programs and events are the result of a lot of collaboration. Committee members, sponsors, and chapter staff work hard to make this schedule possible. Thank you all for your effort.



Jim Farrell

FEI Dallas President

CFO, Synctive and Conquest

VOTING IS OPEN | Election of FEI Dallas Officers 2024-25

In an effort to keep business announcements at monthly meetings to a reasonable minimum, FEI Dallas conducts officer elections online via Survey Monkey. Voting is open through Monday, April 8, and results will be announced at the April monthly meeting. Voting is anonymous, no individual information is collected or shared.  

FEI Dallas members in good standing as of 4/1/24 will be sent an email directing them to the voting site. FEI Dallas members in good standing who did not receive the ballot can contact Jackie Dunn for the voting link. 

________________________________

Jim Farrell, President, and the FEI Dallas Nominating Committee chaired by Jay Smith, Immediate Past President, present the following slate of officers to serve the chapter in 2024-25. These qualified candidates have committed to serve if elected. They all have prior experience volunteering their time and talents as committee leaders and/or in officer roles. 

President

Tom Beitel | VP Finance, Siemens Industry Software Inc.

First Vice President | Programs

Miguel Molina | CFO, Avocados From Mexico

Second Vice President | Membership

Mark Dendle | CFO, Valtir, LLC

Treasurer

Elizabeth Pospick | Senior Director, Riveron

Secretary

Laura Beverly | Executive VP/CFO, Half Price Books, Records, Magazines, Inc.

Broaden Your Network and Build Deep Professional Relationships – Join an FEI Dallas Committee for 2024-25!

Our members and sponsors maximize the value of their relationships with FEI Dallas when they join a committee. By contributing your expertise and a small portion of your time, you will broaden your network and build deep professional relationships and friendships. FEI Dallas committee members are the reason we can consistently deliver top-notch programming, exciting special events, and numerous networking opportunities throughout the year. In short, FEI Dallas' success depends on our volunteers. Click to learn more at our website under GET INVOLVED.  

Contact Emily Colgan, FEI staff member, at emily.colgan@feidallas.org if you are an FEI Dallas member or a representative of one our annual chapter sponsors, and are interested in serving on a committee for the upcoming chapter year, or have questions. Emily will help match your interests with the committees’ needs and get you connected. We are also planning a welcome social for our new board and committee members in late May. We’d love to get you plugged in!

Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration is required. Click to the registration site for details.

Registration open through 04.02.24

Open to members of FEI Dallas and Fort Worth, employed or unemployed, and DFW FENG members. CPE credit is available online via FEI’s CPE Center to FEI members who complete pre-registration and sign in/out at the meeting. FENG members do not need to register.

04.04.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Private Equity CFO Series

Is the Price Right?

USI-Dallas International Plaza #3, 14241 Dallas Parkway, 1st Floor, Dallas, TX 75254

Could you be a private equity investor? Join us as we walk through a real transaction where you have to determine how much you would pay for a company.

Robert Rough | Managing Director, Telos Capital Advisors 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Private Equity industry.

Pre-registration at the FEI Dallas website required | Event details and registration

04.18.24 | 4:30-6:45 p.m. (Central) | 1.5 CPE

Manufacturing/Distribution CFO Series

Looking at Cyberesecurity Throught the Executive Lens

Gleneagles Country Club, 5401 W Park Blvd, Plano, TX 75093

In an increasingly digital world, manufacturing companies face growing cyber threats and security challenges. Protecting sensitive data, critical infrastructure, and maintaining business operations in the face of cyberattacks has become a top priority for manufacturers. Cybersecurity insurance has emerged as a crucial component of a comprehensive cybersecurity strategy for manufacturing firms. 

Jesus Vega | Cybersecurity Managing Director, Whitley Penn

Joe Busch | Assistant Vice President, Amwins

Ginger Greenberg | Vice President and General Counsel, Sunwest Communications 

Open to FEI Dallas Chapter members, and non-members with executive roles in the Manufacturing/Distribution sector.

Pre-registration at the FEI Dallas website required | Event details and registration

04.03.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Streamline Tax Incentive Searches with MaxCredits® Study

Learn to streamline business operations with analysis software to help find applicable incentive programs and otherwise improve economic development.

Event details and registration

04.09.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Medicare and Medicaid Value-Based Payment Models Update

Focus on providing quality care to your patients with a variety of value-based care payment model options. Learn deadlines, key considerations, and more.

Event details and registration

04.10.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update – Q1 2024 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q1 2024” 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.

Event details and registration

04.17.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q1 2024 IFRS Quarterly Update (Live Session)

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.

Event details and registration

04.23.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Develop Leaders to Become an Employer of Choice

Increase your employee retention and engagement by developing leadership training programs and growth strategies. Learn more.

Event details and registration

04.25.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Health Care C-Suite: Mitigate Cyberthreats Today

Mitigate risk of common cyberthreats in the health care industry and explore strategies to better protect patient data.

Event details and registration

04.25.24 | 12:30 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

5 Ways to Help Control Common Area Maintenance (CAM) Costs

Establish lease language to help control cost area maintenance (CAM) charges and facilitate transparency and control. Learn more.

Event details and registration

04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO's Healthcare Trends & topics Webcast Series: Healthcare ESG Readiness

ESG and health equity reporting standards are becoming more robust, impacting healthcare organizations' financial reporting responsibilities. Boards and auditors alike should understand the additional reporting standards, as both can play a role in advocating for and determining those standards.

Event details and registration

04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Bridge Health Care Staffing Gaps With Outsourced Accounting

Health care organizations can leverage outsourced accounting and finance roles to manage labor shortages and focus on patients and business.

Event details and registration

05.10.24 | Presented by TXCPA Dallas

CONFERENCE

Convergence 2024

8:00 a.m.-5:00 p.m. | 8 CPEs available 

Sheraton Dallas Hotel, 400 N. Olive St., Dallas, TX 75201

This year’s conference is comprised of five tracks, 26 sessions in all, including a presentation titled, From Transactions to Transformations: Charting Success with the Subscription Model, by our luncheon keynote speaker Ron Baker, Founder of Verasage Institute. This premier educational event features many nationally-noted authorities presenting timely and informative classes on accounting, finance, legislative, tax and legal topics of importance to the accounting and financial services industries.

Event details | Program grid

FEI Dallas members who are not members of TXCPA qualify for the special Partner Organization rate of $150 and should contact Laura McFadden to register. Note that this is Early-Bird pricing, price will increase by $35 on March 31.

05.22.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation

Join BDO Private Client Services professionals as they discuss income tax and gift tax considerations when assisting the next generation with home purchases, while safeguarding and growing wealth for subsequent generations.

Event details and registration

WEBINAR | ON-DEMAND | Presented by Baker Tilly

Strategies to address the new SEC cyber disclosure rule (and how to do it!)

The SEC recently released a new cyber disclosure rule requiring public companies to disclose information about their cybersecurity governance practices as well as impacts associated with material cyber incidents. While they include information on what is required to be disclosed, they don’t address how organizations might design their processes and controls to accurately address those disclosure requirements. One approach may be to utilize the American Institute of Certified Public Accountants (AICPA) cybersecurity risk management framework.  

Read the article and watch the webinar recording to learn more.

WEBINAR SERIES | ON-DEMAND | Presented by Baker Tilly

Digital forward: A webinar series

Technology has increased customer expectations, catapulted productivity, and unlocked the power of data. But simply implementing the latest technology isn’t going to give your organization the competitive edge it’s likely looking for. True digital transformation empowers leaders to create a forward-looking culture of innovation. Join us for the continuation of Digital forward, a six-part webinar series, that shares leading insight into how to transform into a digital-first organization.

Event details and registration

Resources from Moss Adams

Impacts of IRS Developments on the Employee Retention Tax Credit (ERTC)

GASB Issues Guidance Requiring Governments to Disclose Certain Risks

ASB Issues Standard to Enhance Transparency of Income Tax Disclosures

FASB Provides Measurement Guidance for a Joint Venture Upon Formation

New for 2024: Corporate Transparency Act and Beneficial Ownership Reporting

IRS Provides Guidance on Domestic Content Requirements for Applicable Entities

IRS Preregistration Portal Opens for Elective Payment and Transfer Tax Credits

The FASB Issues Amendments to Improve Reportable Segment Disclosures

Tips to Navigate M&A in Agribusiness: From Pre-Transaction to Due Diligence

Updates to the New ISO 27001 Standard and Controls and How to Transition

How Government Contracts Can Unlock Business Opportunity and Stability

3 Valuation Techniques for Your Telecommunications Company

Tax Benefits of REITs for Real Estate Firms, Sponsors, and Investors

Tax and Other Considerations in Selling or Gifting a Trucking Business

What to Know About a Quality of Earnings Report in Pre-Sale Due Diligence

Preparing for a Successful Sale: Understand Business Transaction Readiness

Technology Is a Key Consideration when Selling Your Trucking Business

Combat Climate Change in Real Estate with Energy Efficient Tax Incentives

Broadband Industry Market & Transaction Trends 2023 Update

Impacts of Inflation Reduction Act Funding on IRS Spending Plan

Executive Summary: SEC Comment Letter Trends Among Life Sciences Companies

Improving Equity in Government Programs and Services

Understanding ASC 842 and GASB 87 Lease Accounting Standards for Lessees

What to Consider when Estimating the Value of Your Trucking Business

How to Find Consistency Working with Third-Party Security Assessment Firms

Manage Your Credit Risk Without Overburdening Your Resources

Infographic on How Designers Could Benefit From Section 179D Tax Deduction

Impacts of AI Development on the R&D Tax Credit and Other Credits

Risk Management Strategies for Newly High-Risk Areas in Financial Institutions

Impacts of SECURE 2.0 and Qualified Charitable Distributions on Fundraising

Centers for Medicare & Medicaid Services (CMS) Transmittal 18 FAQ

The Corporate Transparency Act: Top 5 Considerations for Foreign Investors

Talent Acquisition Strategies for Human Capital Management

Harness Intelligent Automation to Streamline Your Business Processes

CMS Publishes 2021 Supplemental Security Income Ratios

Not-for-Profit Management Succession Planning on a Short-Term Schedule

2023 First Quarter Market Review

Department of Energy Grant Compliance for Companies Receiving Federal Awards

Prevent and Detect Fraud With These Key Internal Controls

The Perfect Alignment: The Future of Work and Strategic Workforce Planning

Are You Evaluating the Personal Aspects of a Potential Business Transaction?

SECURE Act 2.0 and its Effects on Employee Benefit Plans

Enhance Safety and Mitigate Risk by Monitoring Service Contracts and Controls