North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Jay Smith
FEI Dallas President
Our first Monthly Meeting of the year on January 9th was a great kickoff to 2023. It was very encouraging to see registrations for the PD Session and Dinner meeting both jump from our fall numbers. What a great atmosphere to have a near-full room for Michael Dominguez’s presentation on “The Need to Be Decisively Indecisive: Understanding Behavioral Changes for the Meetings & Events Industry.” Prior to the evening event, the professional development session featured Alex Clinton, Managing Director, Valuation and Analytics; Nick Roen, Director, Transaction Advisory Services; and Brendan Sullivan, Partner, Transaction Advisory Services, all from BDO USA LLP on “M&A Trends, Valuation and Tax Considerations.” It was a great presentation that might have raised additional questions from the group in this time of change. 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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02.13.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Registration open through Monday, February 6, 2023
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
KPMG Annual Accounting and Tax Update
This program will provide an overview of key financial reporting issues and trends, and an update on tax hot topics including anticipated and enacted changes of the Biden administration, changes to the R&D tax credit, and remote working tax and operational considerations.
Michael Nesta | Partner, KPMG LLP
Becca Thompson | Senior Manager, KPMG LLP
Peter A. Baltmanis | Principal, KPMG LLP
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
From CFO to Corporate Boards
As CFOs ponder retirement or outside opportunities, corporate board positions can be very rewarding. Our distinguished panel will discuss their path to the board and many of the items to evaluate and consider, such as requirements, regulations, compensation, time commitment, and how to search for the right opportunity for you.
Moderator
Renee Arrington | President & COO, Pearson Partners International
Panelists
Chandra McCormack | Advisory Board Member, OptimEyes | Former CFO, Acosta
Tracey Doi | Independent Board Director, Quest Diagnostics | Former CFO, Toyota North America
Gina Norris, CFA | Board Member, Encore Wire Corp., Texas Security Bankshares, and The State Fair of Texas
Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation
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03.06.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Note date change due to Spring Break conflicts
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Open to FEI Dallas Chapter 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
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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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02.25.23 | 6:00-10:00 p.m. (Central)
Winter Social 2023 | All Hat, No Cattle
Gilley’s Dallas, 1135 Botham Jean Blvd., Dallas, TX 75215
6:00-7:00 p.m. | Mix & Mingle
7:00-10:00 p.m. | Dinner + Dancing + Entertainment
Dust off that felt hat, starch those Wranglers, and shine those boots, we are going to honkytonk Dallas business style! Gilley’s is an iconic C&W entertainment complex just south of downtown Dallas. We’ve reserved the Loft & Patio upstairs for dinner & dancing to a live band, along with the Bonnie & Clyde Speakeasy for mixing & mingling on the quieter side. The Saloon downstairs is earmarked for fun and games – including a mechanical bull!
Event Highlights
– Great prizes for Best Dressed Partygoers!
– Dance to the music of Breckenridge Band in The Loft & Patio overlooking Downtown Dallas.
cocktails.
– Fun & games in the Fifth Third Bank Entertainment Corral in The Saloon:
Mechanical bull, cornhole, shuffleboard, roving magician, boot shiner, card games, photo booth,
and more!
Open to FEI Dallas members and chapter sponsors.
Invitations are +1 optional for spouse, partner or date* | SINGLES WELCOME!
Pre-registration at the FEI Dallas website required for all attendees, including +1.
Register by Wednesday, February 15
*Not intended for a colleague for the purpose of business development
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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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02.21.23 | 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.
Power Your Next Job Search...A Proven Systematic Approach
Job search got you down? Join us for a practical approach to assure you are maximizing the different resources available for your search.
Sharon Lukich | Partner & Director of Business Development, Thomas Edwards Group
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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02.07.23 | 5:00-6:45 p.m. (Central) | 1.0 CPE
Real Estate CFO Series
Federal Reserve Response – Recession, Recovery and Rebound
Dallas Country Club, 4155 Mockingbird Ln., Dallas, TX 75205
The Federal Open Market Committee (FOMC) will be meeting January 31 and February 1. Our panel members will provide a response to significant Fed policy decisions and provide insights for real estate investors on a regional and national basis. Starting with interest rates, market rent growth and exit cap rates, the panel will also delve into geographic considerations, construction pricing, and workforce/recruiting considerations. Finally, the panel will discuss property types in favor and out of favor in the current environment.
Brent Maier | Principal, Baker Tilly
Don Braun | President, Hall Structured Finance
Heather McClure | Senior Director, Walker & Dunlop
Brant Brown | President & COO, Westmount Realty Capital, LLC
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
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02.09.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Retail/Restaurant CFO Series
Unionization: Risk Mitigation - A Playbook for C-Levels
Bent Tree Country Club, 5201 Westgrove Dr., Dallas, TX 75248
Please join our panel of experts to discuss the emerging trend of retail/restaurant employees voting to unionize. We will discuss the best ways to be prepared for a union vote, the dos and don’ts of campaigning, and how to avoid unionization efforts before they start.
Lori Bishop | Chief People Officer, Publishing Concepts
Douglas Braken | Director, Kane Russell Coleman Logan
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Retail/Restaurant sector
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02.22.23 | 4:30-6:45 p.m. (Central) | 1.5 CPEs
Manufacturing/Distribution CFO Series
Financing in the Face of Rising Interest Rates
Whitley Penn Office (1st Floor), 8343 Douglas Ave., Dallas, TX 75225
To manage growth and achievement of other business objectives in a period of rising interest rates, it’s increasingly relevant for companies to understand the various forms of capital that are available in the market.
Jeremy Burge | Managing Director, Group Head-Syndicated & Leveraged Finance, Texas Capital Securities
Barrett Lidji | Partner, Northaven Capital Partners
Chris Halloran | Senior Vice President, PGIM Private Capital
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sector
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02.23.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Technology CFO Series
VC Perspective on the Evolving Tech Landscape
Moss Adams, 14555 Dallas Parkway, Ste. 300, Dallas, TX 75254
Panel discussion with several VCs to provide an update on current market conditions within the tech space, valuation changes, how tech companies have been opportunistic in this market, tips on how to best approach funds during this period, and outlook for 2023
Stephen Day | Co-Founder and Managing Director, Navidar
Seth Harward | Managing Director-Merchant Banking, Piper Sandler
Mike Marcantonio | Partner, LiveOak Venture Partners
William Salisbury | CFO & Operating Partner, Mainsail Partners
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
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02.09.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Drive Good Governance for a Highly Successful Not-for-profit
After completing this training, participants will be able to describe the habits of a highly effective board; identify strategies for improving governing board policies; and define the key elements of the board-staff partnership.
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02.14.23 | 3:00 p.m. (Central) | 1.5 CPE | Presented by BDO USA, LLP
WEBINAR
2023 BDO Healthcare CFO Outlook Survey
The BDO Healthcare Trends & Topics Webinar Series is produced and delivered by the BDO Center for Healthcare Excellence and Innovation, which brings together an interdisciplinary group of healthcare executives to help address organizations’ opportunities and risks related to digital transformation, financial improvement, and clinical innovation.
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02.15.23 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
Is Your ERP System a Cyber Threat?
ERP (Enterprise Resource Planning) systems have become a prime target for rising cyber-attacks. If an ERP is the victim of such an attack, it could have devastating consequences on a business’s overall operations. Lorne Kaufman, Vice President of Managed Services for Momentum Solutionz, Powered by BGSF, presents the data privacy and security measures a company should consider when implementing an ERP or migrating an on‑premise ERP to the cloud.
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02.21.23 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Privacy and Website Compliance - Cookies, Consent, Tracking, Oh My!
Join the final webinar of BDO’s Healthcare and Life Sciences Data Protection Webinar Series to learn more about how organizations can address their efficiency, risk, and governance challenges by aligning approaches and functions to optimize compliance and leverage available protections.
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02.22.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Setting Expectations for 2023 Shareholder Meetings
As corporations head into annual shareholder meetings for 2023, join BDO, as we debrief key observations from BDO’S 2023 Shareholder Meeting Agenda publication.
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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 Webinar Series program, the "Quarterly Technical Update – Q1 2023” webinar 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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FEI LEARNING OPPORTUNITIES |
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FEI webinars – Many webinars offering CPE credit are free to FEI members.
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FERFPros – Subscriptions for FERFPros online learning are available at no charge to new FEI members in the In Transition membership category. Contact: Laura Castle, 973-765-1030 or lcastle@financialexecutives.org
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FEI On Demand Courses – 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 Chapter
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 Chapter 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 Chapter email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
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