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I hope that you’ve already had (or will have) time this summer to step away from work a bit, travel, spend time with family, do the things you enjoy, and recharge. In June, I went to Lake Tahoe for the first time, and it was spectacular.  

 

Over the summer our newly renamed Academic and Technology Programs Committee, led by David Springate and Jennifer Norris, coordinated with our Academic Partners – UTD, UNT and UD – to present an excellent lineup of programs under the Summer Professional Development Series. The feedback from attendees has been outstanding. 

 

Looking ahead to the fall, we are planning to have Andrej Suskavcevic, President and CEO of Financial Executives International (our national association) join us at the September 10 monthly meeting at Northwood Club.  Andrej will spend a few minutes sharing his perspectives with our membership on current trends and challenges impacting financial executives, and key national initiatives planned for 2025.  Until then, have a great summer!

 

Tom Beitel

FEI Dallas President

VP Finance, Siemens Industry Software Inc.

OUR NEWEST MEMBERS
DALLAS MEMBER ROSTER

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!

MONTHLY MEETINGS

09.10.24 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

FEI Dallas Monthly Meeting

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240


4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

The Innovative Role of AI in Finance Operations and Reporting

In today's rapidly evolving business landscape, the synergy between technology and finance is more crucial than ever. Join us for an informative exploration titled "The Innovative of Role AI in Finance Operations and Reporting". This presentation will delve into how artificial intelligence is reshaping finance practices and revolutionizing the efficiency of insights.

 

Discover how AI-driven tools are streamlining finance operations, reshaping jobs, and providing enhanced reporting insights. We’ll discuss examples showcasing the transformative impact of AI on productivity, insights and job satisfaction. Learn about the appropriate usage, ethical considerations and challenges that accompany this technology, and gain insights into future trends that will redefine the finance landscape.

 

Whether you're a finance professional or a business leader, this session will provide valuable knowledge and practical strategies to harness the power of AI, driving your organization's success and empowering your people like never before. Don't miss the opportunity to be at the forefront of this groundbreaking intersection of technology and finance.

Presented by Moss Adams

Managing Director - Strategy, Technology & Operations Consulting

Partner in Charge - Strategy, Technology & Operations and Enterprise Systems


5:15-6:20 p.m. Networking Social

6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

With special presentation by Andrej Suskavcevic, FEI President & CEO

Leadership Lessons from a Top Gun and Blue Angels US Navy Captain

Dave Koss is a former Navy captain and F/A-18 pilot with over 3,700 hours of flight time and 740 carrier landings. He participated in the first strikes in Afghanistan and Iraq and served in numerous operations, including Top Gun and the Blue Angels. He has a master’s degree in National Security Strategy and received multiple awards for his service. After retiring from the military, he worked as a VP of HR and a leadership coach at a technology company. Currently, he is the General Manager of the Million Air FBO in Austin.

Dave Koss | General Manager, Million Air


Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation 

Pre-registration at the FEI Dallas website required | Registration pending

Monthly meetings are held at Northwood Club in North Dallas, starting with a Professional Development Session followed by a Networking Social and Dinner Meeting. Monthly Meetings are held on second Tuesdays unless otherwise indicated, from September to April except December. Meetings are open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation.

FEI Dallas Monthly Meetings 2024-25

2024

September 10

October 9 (Wednesday)

November 12

2025

January 14

February 11

March 11

April 8

SUMMER PROFESSIONAL DEVELOPMENT SERIES

FEI Dallas Summer Series programs are presented by our Academic Partners: The University of Texas at Dallas, University of North Texas, and the University of Dallas. Summer Series meetings are open to FEI Dallas members, chapter sponsors, and prospective members and other non-members by invitation per our guest policy. FEI Dallas members may invite your financial staff to accompany you to Summer Sessions at no charge. Pre-registration is required for all attendees.

                                                                  

08.07.24 | 7:30-9:45 a.m. | 2 CPEs

Presented by the University of Dallas, Satish & Yasmin Gupta College of Business

Location – Irving campus, SB Hall

Enhanced Performance Management and Incentive Targeting: The Role of Accounting 

Most often than not, the accounting function is relegated to financial recording and reporting, without actively participating in performance management. Yet, Key Performance Indicators (KPIs) that measure organizational performance such as Earnings Before Interest, Depreciation, and Amortization (EBITDA), reported by the accounting function play a critical role in incentive compensation. The human resource function traditionally handles performance management, the strategy function organizational strategy, and the accounting function (accrual of incentive compensation—part of financial recording and reporting). Whereas these unique functional areas seem unrelated on the surface, they are intertwined when it comes to goal setting, feedback, performance evaluation, and employee rewards (incentive targeting). This program (presentation) focuses on the need to bring these major functional areas together to effectively determine incentive compensation from the macro (corporate) level to the micro (individual) level.  

Dr. Enoch Kusi Asare, CPA | Assistant Professor of Accounting, University of Dallas

Event details

Registration for this meeting is closed. Current FEI Dallas members and chapter sponsors may contact Jackie Dunn for waitlist availability.



PAST EVENTS


07.24.24 | 7:30-9:45 a.m. | 2 CPEs 

Presented by the University of North Texas, G. Brint Ryan College of Business, Center for Energy Accounting & Sustainability

Location – UNT Frisco Landing, Frisco

Strategic Insights for Financial Leaders: Adapting to Consumer Financial Protection Bureau Trends

This program is designed to provide a deep dive into the evolving landscape of consumer financial protection. Our panel of experts will explore a variety of pressing issues currently shaping the regulatory environment, notably the implications of Dodd-Frank Section 1071 and the recent decision from the U.S. Supreme Court that could significantly impact financial practices.

 

The discussion will delve into the latest litigation and regulatory actions targeting late fees and other "junk fees" that affect consumer finances. Panelists will analyze these developments through multiple lenses—legal, regulatory, and business—to provide a holistic view of the challenges and opportunities these trends present. Additionally, the session will cover emerging developments from the Consumer Financial Protection Bureau (CFPB), offering attendees strategic insights on how to adapt their practices to align with new regulations and consumer expectations.

 

This session will equip financial leaders with the knowledge and strategies needed to navigate the complexities of the current financial regulation climate, ensuring they are well-prepared to adjust their operations and policies in response to these critical changes. 


Dr. Michael Gallo | University of North Texas, Lecturer Professor

Owen Babcock | Padfield & Stout, Associate

Mehul N. Madja | Sheppard, Mullin, Richter & Hampton, Special Counsel

Kameron Dodge | Triumph Financial, Senior VP, Deputy General Counsel


 

06.20.24 | 7:30-9:45 a.m. | 2 CPEs 

Presented by The University of Texas at Dallas, Executive Education

Location – Jindal School of Management, UT Dallas, Executive Education Dining Room, Richardson

Investing in Artificial Intelligence

This program will identify areas where corporate value has been created, why value is emerging, and the areas where value will be created for using companies - the ultimate investors in AI. This will contrast to many recent panels which concentrate on the necessity for rapid AI adoption and on the organizational implementation of AI. The program will concentrate on a better understanding of AI’s evolution and the emerging value chain.

David Springate, Ph.D. | Director, Center for Finance Strategy & Innovation; Emeritus Finance Professor, University of Texas at Dallas

Elizabeth Jones | Associate Director, Center for Finance Strategy & Innovation; Adjunct Professor, University of Texas at Dallas

Babar Bhatti | Data and Customer Success Manager, IBM

Abhi Ingle | Board Member, Dallas AI

Cuneyd Kaya | Director Analyst, Artificial Intelligence, Gartner

Sushil Ahuja | Deals Partner and HR Transformation Practice Leader, PwC

Our sponsors support us with both their service and monetarily. Please seek out our sponsors at events, get to know them, and always give them a chance to earn your business. Scroll down for a list of 2023-24 sponsors.

If you need a contact at a sponsor company, refer to the sponsor section in our annual membership directory or contact Jackie Dunn, FEI Dallas Manager.

CAREER EVENTS

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.

REGISTER

Registration is open through the meeting end time.

09.17.24 | 5:30 - 8:00 p.m. (Central) | 1.5 CPEs

Career Management Meeting with FENG

Hosted by Bank of Texas and VIP, a SMITH+HOWARD Company

Sherry Lane Place, 5956 Sherry Lane, Dallas, TX 75225

Free parking if departing after 6:00 p.m.

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 | Registration information pending

Career Management Monthly Meetings 2024-25

Career Management meetings are held on the 3rd Tuesday of each month year-round in association with The Financial Executives Networking Group (The FENG) hosted by Bank of Texas and VIP, a SMITH+HOWARD Companyin the Ground Floor Conference Room at Sherry Lane Place unless otherwise noted. Meetings are open to members of FEI Dallas and Fort Worth, employed or unemployed, and DFW FENG members. CPE credit is available to FEI members who register in advance at the FEI Dallas website. Registration is open through the end of the meeting. FENG members do not receive CPE credit and do not need to register.

Career Management meetings are not just for job seekers!

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 sold qualified applicants for openings on their financial team.

2024-25 Schedule

2024

July 16

August 20

September 17

October 15

November 19

December 17

2025

January 21

February 18

March 18

April 15

May 20

June 17

PARTNER EVENTS & RESOURCES

08.07.24 | 4:00 noon p.m. | 1 CPE | Presented by Moss Adams

WEBINAR

Considerations for Fintech and Banking Partners

Fintechs can manage risks and stay in compliance by understanding the banking regulatory environment and ways to evaluate financial information. Learn more.

Event details and registration

08.08.24 | 4:00 noon p.m. | 1.5 CPE | Presented by Moss Adams

WEBINAR

Overcoming Organizational Crisis at Laguna Honda Hospital

Learn strategies to overcome adversity and maintain long-term success with real-life examples from San Francisco Health Network executives.

Event details and registration

08.14.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

The Future of Family Offices: Navigating Trends and Best Practices for Long-Term Success

A diverse team of family office professionals will discuss the latest trends in the Family Office industry and make recommendations for how to adapt to position the family office for long-term success.

Event details and registration

08.15.24 | 5:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Cost Accounting Standards: Your Essential Guide

Support your organization’s compliance with Cost Accounting Standards (CAS) by recognizing and avoiding common pitfalls. Learn more in our webcast.

Event details and registration

08.20.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Tax Credit Monetization: Using Technology to Unlock Value

Join us to discuss how the Inflation Reduction Act opened new avenues for businesses to monetize tax credits. We will explore using technology to analyze the large data sets required to help maximize tax credit benefits.

Event details and registration

08.20.24 | 4:00 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Workforce Planning: How to Predict Talent Needs

Elevate your organization by upgrading your workforce planning efforts to help you find the right talent for your team.

Event details and registration

08.20.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Composition, Recruitment, and Succession Planning for Boards

Position your board for success when you identify gaps, recruit new members, and plan for smooth leadership transitions. Learn more.

Event details and registration

08.21.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Fraud Schemes Targeting Higher Education

Learn more about fraud schemes targeting higher education institutions, how to recognize them, and the impacts of fraud.

Event details and registration

08.21.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Private Equity Funds Update

Discover opportunities and learn more about regulatory developments and accounting matters affecting private equity funds.

Event details and registration

08.22.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

International Trade Compliance and Lessons Learned From Recent Enforcement Trends

Event details and registration

08.22.24 | 4:00 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

How NetSuite Emplowers Growth for Life Sciences Companies

Learn how NetSuite can help your life sciences company manage growth from the pre-clinical to commercialized stage in a scalable, sustainable manner.

Event details and registration

08.22.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Safeguarding Health Care: Defend Against Data Breaches

Navigate the emerging threat landscape and learn more about risk assessment and mitigation to better safeguard your organization from breaches.

Event details and registration

08.27.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Transaction Cost Analysis Considerations

Business transactions can be expensive. Mitigate your costs with available tax deductions, documentation strategies, and more.

Event details and registration

09.05.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

How to Create Inclusive Boards and Committees

Create a more equitable and effective governance system when you foster an environment of inclusion and diversity. Learn details.

Event details and registration

09.11.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Webcast Series - Fall Planning Session

Join us as a panel of BDO professionals share practical insights on important tax topics that help businesses make informed, strategic tax planning decisions.

Event details and registration

09.17.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: The Margin Erosion Crisis: Understanding and Acting on Healthcare’s Financial Dilemma

Join us as we dissect these complex and critical issues and explore actionable solutions to ensure healthcare providers can chart a course towards a more sustainable future.

Event details and registration

09.17.24 | 4:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Qualified Small Business Tax Strategies

Available tax savings opportunities under IRC Section 1202 could benefit your business transaction. Learn more.

Event details and registration

09.18.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Private Equity Webcast Series: Fall Planning Session

Join us as a panel of BDO professionals share practical insights around potential planning opportunities and other tax considerations for private equity funds and businesses.

Event details and registration

09.24.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Internal Audit Webcast Series: ESG Reporting: How to Navigate the Evolving ESG Regulatory Landscape and the Role of Internal Audit

Reporting on Environmental, Social and Governance (ESG) is important to many stakeholders including investors, customers, employees, and partners.

Event details and registration

09.25.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Cross-Border Webcast Series: Fall Planning Session

Join us as BDO professionals provide an update on international tax and transfer pricing developments affecting tax planning for multinational companies.

Event details and registration

Partner Resources

2024 Robert Half Salary Guide


Welcome to the 2024 Salary Guide from Robert Half. Whether you’re a hiring manager, business owner, tenured professional or job seeker, our 2024 Salary Guide has you covered.

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

FEI LEARNING OPPORTUNITIES
FEI DALLAS SPONSORS
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.
Title Sponsor
Strategic Partners
Special Events Partner
Platinum Sponsors

Special Partners

Academic Partners

Communication Partner

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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363

Chapter Contact 

Jackie Dunn, FEI Dallas Manager

214-789-8999


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Plan A Creative Design, LLC 

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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