North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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SUMMER PROFESSIONAL DEVELOPMENT SERIES |
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AUGUST 9 | 8:00-9:45 a.m. | 1.5 CPEs
Presented by Paul Quinn College
IMPORTANT | Change in location
Plano Chamber of Commerce
Top floor of the Prosperity Bank Building
5400 Independence Parkway, Ste. 200
Plano, TX 75023
ChatGPT: What Does It Mean to Be Human?
Generative AI is changing the way the world views work. This fundamental shift in commerce needs to be understood to successfully use it in our workplaces. Organizational leaders need to determine what things we are willing to give away to AI and what things do we wish to retain. What is the future of work in the world of AI?
Dr. Jennifer Vidrine, Ph.D. | Vice President of Academic Affairs & Chief Academic Officer
Paul Quinn College
Open to FEI Dallas members, chapter sponsors, and prospective members and other non-members by invitation per our guest policy. Pre-registration required for all attendees.
Registration for this meeting is closed. Current FEI members and chapter sponsors may contact Jackie Dunn for waitlist availability: jackie.dunn@feidallas.org
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PAST EVENTS
JUNE 20 | 7:30-9:45 a.m. | 2 CPEs
Presented by The University of Texas at Dallas, Jindal School of Management, Executive Education
Macro Economic Outlook
Stephen Kiser, Ph.D. | Economic Lecturer, UT Dallas Executive Education Program
Slides for this program are not available for download.
JULY 20 | 7:30-9:45 a.m. | 2 CPEs
Presented by the University of North Texas, G. Brint Ryan College of Business, Institute of Petroleum Accounting
The Role of the Press in Setting Narratives in Financial Markets
Richard Cazier, Ph.D. | Associate Professor, UNT Accounting Dept.
AUGUST 2 | 7:30-9:45 a.m. | 2 CPEs
Presented by the University of Dallas, Gupta College of Business
Tax Complexity: How It Started, How It Grows, How It Can Be Limited
Robert Walsh, Ph.D. | Associate Professor of Accounting, University of Dallas
Information on past meetings including attendance lists and presentation files (with speaker permission) are available in the EVENTS LIBRARY at the FEI Dallas website. www.feidallas.org
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09.19.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Career Management Meeting with FENG
The Pros and Cons of Project Consulting
Kelly Harris | Founder & Partner, Harris & Dickey LLC
Ben J. Pinto, Jr., CPA | Partner & Director, Contract Services Division, Thomas Edwards Group
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PARTNER EVENTS & RESOURCES |
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08.08.23 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
ESG: Increase Your Governance Impact
Having good governance in place is one of the key ways you can improve your organization’s overall effectiveness and accountability. By understanding how to develop and implement a good governance strategy and plan, you give your organization a higher chance of improving performance, enhancing relationships, and increasing transparency. Join us for our webcast, ESG: Increase Your Governance Impact. Our industry professionals will provide an overview of key governance strategies and share leading implementation recommendations to help you drive business objectives.
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08.08.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO’s Healthcare Trends & Topics Webcast Series: Healthcare Solutions for Margin Improvement
Generating and sustaining margins is difficult in today’s environment. 69% of healthcare providers reported operating margins below pre-pandemic performance in 2022. Healthcare leaders need to consider bold initiatives that extend across the organization to achieve real improvement.
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08.09.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Key Internal Controls for Fraud Detection and Prevention
After completing this training, participants will be able to identify fraud risk factors; identify ways to recognize common fraud schemes and red flags; and identify the role internal controls plays in preventing and detecting fraud.
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08.09.23 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
What’s Mine is Mine…Until It Goes to the Government
In an effort to make sure that individuals and families have thought through the pros-and-cons of “using or losing” the expanded exemption opportunity, leaders from BDO’s Private Client Services practice tips and tools that you may need to consider.
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08.10.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Software and SaaS: Communications Taxation Risks
Technology companies that produce and maintain software or software-enabled services, such as a software as a service (SaaS) company, may not think of themselves as communications companies, but could be subject to communications-related taxes, fees, and surcharges. Join us for our webcast, Software and SaaS: Communications Taxation Risks. We’ll analyze compliance responsibilities, potential risks, and evaluate obligations these companies may have, especially for the purposes of preparing for an exit event. We'll also explain why it's important to have an analysis completed as early as possible to get ahead of timelines for other milestone activities.
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08.16.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Unpacking Form 990-PF: A Deep Dive
This program will take an in depth look at potential challenges private foundations could encounter that may generate unintended consequences, such as compliance requirements, excise tax, and additional documentation. Key topics include the rules for self-dealing; excess business holdings; jeopardizing investments; taxable expenditures; minimum distribution requirements and qualifying distributions; and the termination of private foundation status process.
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08.17.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Sarbanes-Oxley Act (SOX) Emerging Areas and Hot Topics
As you evaluate your Sarbanes-Oxley Act (SOX) plan for the year, what matters most to the Public Company Accounting Oversight Board (PCAOB) and external auditors? What blind spots do you need to consider and address to be better prepared for your next 10-K audit? Join us for our webcast, Sarbanes-Oxley Act (SOX) Emerging Areas and Hot Topics. We’ll discuss emerging focus areas and hot topics for SOX, including potential impacts of recent audit standard changes on a SOX compliance program; strategies to facilitate successful implementation of internal controls to address changes; and critical areas of focus for external audit firms and the PCAOB.
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08.22.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Energy Transition and Commodity Earnouts for Oil & Gas
Join us for our webcast, Energy Transition and Commodity Earnouts for Oil & Gas. We’ll discuss the risks and opportunities in the energy industry in a time of volatility and transition. We’ll also provide an overview of commodity price earnouts, including a valuable case study, and explore the role oil and gas plays in energy transitions and what credits might be available to your oil and gas company.
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08.22.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Leveraging OneStream for Tax Reporting
As market demand increases for OneStream's unified and extensible platform, more and more tax and transfer pricing professionals are finding innovative ways to leverage the power of OneStream to generate reliable results and actionable insights.
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08.23.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Real Estate Series Fall Session
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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08.24.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Agribusiness: Use Data for Accurate Forecasting
Growing, manufacturing, and distributing food and beverage products requires extensive planning and monitoring so proper margins are achieved. Manual and siloed processes make it difficult for decision makers to stay on track to reach their desired profit. Join us for our webcast, Agribusiness: Use Data for Accurate Forecasting. We’ll discuss the challenges faced by the agribusiness industry dealing with large volumes of data and how to use Workday Adaptive Planning to manage inputs; build engagement in the planning process; run reports with consolidated data; and make real-time decisions that meet the bottom line at month-end.
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09.07.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Performance Measures for Success and Sustainability
Higher education institutions have access to copious data and information. While most institutions can communicate educational performance through measures like retention and graduation rates, other available data that could assess overall performance is often left untouched. Join us for our webcast, Performance Measures for Success and Sustainability. We’ll redefine institutional performance by helping your institution establish performance measures rooted in strategic goals, reflect progress toward achieving your mission, and reflect the link between activities and financial sustainability.
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09.20.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Board’s Role in Post Close Integration Activities
Join BDO’s 9/20 webcast for insights on the board’s role surrounding post-close integration activities.
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09.20.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Board’s Role in Post Close Integration Activities
Join BDO’s 9/20 webcast for insights on the board’s role surrounding post-close integration activities.
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09.26.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Robotic Process Automation: Risk and Audit Considerations
Robotic Process Automation (RPA) is technology that allows companies to build, deploy and manage software robots that emulate human actions interacting with digital systems and software. The planning phase of an RPA program is the perfect opportunity for Internal Audit teams to identify risks and make sure the right controls are in place, thereby setting programs up for success from the start.
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09.27.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Webcast Series: Fall Planning Session
Through quarterly webcasts and featured Insights, the BDO Tax Strategist covers important tax topics that help businesses make thoughtful and strategic tax decisions.
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10.12.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Budget Strategies for Higher Education
Higher education institutions are experiencing rising costs and reduced revenues, creating challenges in balancing income and expenses while fulfilling their missions. Budgeting is foundational for institutions to align available resources with strategic priorities. Join us for our webcast, Budget Strategies for Higher Education. We’ll review recommended practices and popular models for budgeting and examine advantages, disadvantages, and other considerations. The budgeting models we’ll discuss include incremental, performance-based, activity-based, and responsibility center management.
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11.14.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Curate Strategic Higher Education Program Portfolios
Higher education institutions must continually assess their degree program offerings to remain relevant to students and employers, promote cost-effective educational opportunities, and create meaningful job opportunities for the next generation. Join us for our webcast, How to Curate Strategic Higher Education Program Portfolios. We’ll review strategies higher education institutions can use to evaluate educational programs; make effective decisions regarding offerings; and execute program changes.
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WEBINAR SERIES | ON-DEMAND | Presented by Baker Tilly
Digital forward: A webinar series
No matter the industry, or size of your organization, technology has increased customer expectations, catapulted productivity and unlocked the power of data analytics. But just implementing the latest technology isn’t going to give you the edge that sets you apart from competitors.
Check out Baker Tilly’s Digital forward: A webinar series, to learn more about the biggest trends in the space, the most common challenges organizations face throughout their digital transformation journeys and how to truly transform your organization into digital forward thinkers to create a culture of innovation. Watch the on-demand webinars and read the supporting articles here.
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Resources from Moss Adams
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FEI LEARNING OPPORTUNITIES |
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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.
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