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Registration for this meeting is closed. Current FEI members and chapter sponsors
may contact Jackie Dunn for waitlist availability.
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––– IMPORTANT REMINDERS –––
There is no monthly meeting in December.
Our monthly meeting dates will change to 2nd Tuesdays in 2024.
The next monthly meeting is Tuesday, January 9, 2024.
See the schedule below for 2024 meeting dates and exceptions to 2nd Tuesdays.
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SPECIAL EVENTS – SAVE THE DATES! | |
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Open to FEI Dallas members and sponsors
Dinner Party – Each invitation is +1 for spouse/partner/date
‘80s attire – Party like it’s 1985!
Sponsorships available
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Open to FEI Dallas members and sponsors
Topgolf Tournament and Speed Networking are concurrent tracks
Sponsorships available
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12.19.23 | 5:30-8:00 p.m. (Central)
Career Management Holiday Happy Hour with FENG
Hosted by Bank of Texas
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
Come one and all to celebrate! The Career Management Holiday Happy Hour is a chance for FEI and FENG members plus alumni to celebrate the holidays with fun, food and friendship. We are all about networking and this is one of our best events of the year! Let’s celebrate the season with old friends and make new ones.
Open to members of FEI Dallas and Fort Worth; members of DFW FENG; and alumni
Pre-registration not required for this event
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PARTNER EVENTS & RESOURCES | |
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12.05.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Enhancing Year-End Processes and Preparing for the Year Ahead
To facilitate a successful year-end close and consolidation, a focus on tax processes and technologies is key. This webcast is jointly presented with ACT.
Event details and registration
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12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
ESOP Transaction Roadmap from Feasibility to Closing
In part two of this series, join BDO Capital Advisors as they provide a detailed overview of the process that we take with companies and selling shareholders to assess the feasibility of an Employee Stock Ownership Plan (ESOP).
Event details and registration
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12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO’s Healthcare Trends & Topics Webcast Series: Solutions for the Clinical Labor Shortage
Staffing shortages, inflation and rising expenses are hitting medical groups, health systems and hospitals hard. Labor pools across the country have been diluted and the number of qualified candidates needed to fill open positions has been reduced.
Event details and registration
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12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Achieve Your Goals with an Organizational Assessment
Organizational assessments can help you promote operational alignment, improve services, reach your goals, and more.
Event details and registration
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12.05.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Skills Development: Technical Writing for Internal Audit
Technical writing is a balancing act and one that is critical in the Internal Audit profession. Documents must be precise enough to cover subject matter yet general enough to apply to numerous projects. Join us for this skills development training as a technical writing professional shares steps that need to be taken to create high-quality technical documents, including the creation of document plans and planning organizational meetings with stakeholders and reviewers.
Event details and registration
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12.05-06.23 | 8 CPEs | Presented by Moss Adams
VIRTUAL CONFERENCE
2023 Virtual Telecommunications Management Conference
Explore key strategies to help you compete and stay ahead of change in an increasingly complex telecommunications industry.
Event details and registration
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12.06.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
ESG: Strengthen Your Environmental Impact
Focusing on environmental strategy and climate-related risk is key to achieving your organization’s overall environmental, social, and governance (ESG) goals. It can also help your organization mitigate exposure to financial and regulatory risk and enhance its reputation with key stakeholders. Join us for our webcast, ESG: Strengthen Your Environmental Impact. We’ll explore how your organization can realize greater benefits by implementing an ESG strategy and enhance your understanding of environmental trends and regulatory impacts.
Event details and registration
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12.07.23 | Presented by Moss Adams
WEBINAR SERIES
Strategies to Increase Cash Flow
Federal, state, and local governments often seek ways to stimulate economic development and investment through tax credits and incentives. Organizations that leverage these incentives can save significant amounts and increase cash flow. In some cases, even if you discover that you qualify for certain credits and incentives after the fact, you can go back over a period of years and amend tax returns to benefit from them retroactively. Join us for our webcast series to learn more about tax credits and incentives, including those in the Inflation Reduction Act, that your organization may be able to leverage to achieve your goals.
Topics include:
Federal and State Hiring and Wage-Based Credits | 12.07.23
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12.07.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Governance Strategies for a Highly Effective Tribal Council
Your Tribal council sets the tone for your Tribal organization. Join us for our webcast, Governance Strategies for a Highly Effective Tribal Council, in which we’ll dive into how the most effective Tribal councils practice good governance, and how you can improve board culture and performance. We’ll also review critical success factors including delegation, communication, and reporting.
Event details and registration
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12.07.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Federal and State Hiring and Wage-Based Credits
Increase your cash flow and reduce your federal income tax liability when you leverage these tax credit opportunities. Learn details.
Event details and registration
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12.12.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
2023 Year-End Tax Update for Technology and Life Sciences Companies
The past year has introduced new changes in tax law that have posed significant challenges for technology and life sciences companies. Join us for an on-demand webcast to receive a comprehensive year-end tax update. We’ll explore major federal tax changes, key implications for businesses and individuals, and methods to help your company identify potential opportunities and areas of exposure.
Event details and registration
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12.12.23 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
ESG Reporting for Not-for-Profit and Higher Education
Learn about the opportunities and risks not-for-profit and higher education organizations must consider when it comes to ESG reporting.
Event details and registration
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12.13.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Webcast Series: Year-End Planning Session
As global tax developments take center stage, U.S. multi-national enterprises (MNEs) are at risk for more complex tax profiles and increased total tax liability. With so much uncertainty, how can tax departments effectively strategize short-term and long-term goals?
Event details and registration
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12.13.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Year-End Tax Planning for the Construction Industry
As your construction organization prepares for year-end, it may benefit from implementing key tax planning strategies. Join us for a comprehensive year-end tax update as we explore tax legislation updates, key implications for contractors, and tax planning tactics to help your business identify potential opportunities and areas of exposure.
Event details and registration
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12.13.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Navigating SOX 404(a): Balance Risk and Budget Goals
Compliance with the Sarbanes-Oxley Act (SOX) Section 404(a) is critical for companies transitioning to public ownership or those that recently made this transition. Regardless of where your company is in addressing SOX compliance, how you develop and manage internal controls can have a significant impact on your organization’s success. Join us for our webcast, Navigating SOX 404(a): Balance Risk and Budget Goals. We’ll share the SOX 404(a) compliance approach designed around specific risk tolerance, operational objectives, and budget considerations that have been successfully used by hundreds of IPO and emerging growth companies.
Event details and registration
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12.14.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Real Estate Series Year End 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.
Event details and registration
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12.14.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
2023 Fall Not-for-Profit Tax Update
Learn about the changing tax landscape for not-for-profits and gain insight into current developments affecting tax-exempt organizations.
Event details and registration
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12.19.23 | 11:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Looking Ahead to Employee Benefit Plans in 2024
As we look back on 2023 and prepare for the year’s end, we saw a number of trends coming out of employee benefit plan (EBP) audits as well as new provisions from the SECURE Act 2.0. Join us for our annual webcast, in which we’ll share insights from prior year plan audits and look forward to 2024.
Event details and registration
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01.10.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Quarterly Technical Update - Q4 2023
Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q4 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. Specifically, the program will discuss developments that occurred during the final quarter of 2023 with respect to various topics in accounting and financial reporting.
Event details and registration
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01.17.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Q4 2023 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
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02.13.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO’s Healthcare Trends & Topics Webcast Series: What Healthcare CFOs Need to Know
BDO’s 2024 Healthcare CFO Outlook Survey examines how healthcare CFOs are adapting to the changing economic environment and devising strategies to thrive amid financial pressure.
Event details and registration
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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.
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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.
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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
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FEI LEARNING OPPORTUNITIES | |
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. | | |
Emerging Academic Partner | | |
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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
Jackie Dunn, FEI Dallas Manager
214-789-8999
Creative Services
Sharla Hibberd
Plan A Creative Design, LLC
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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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