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Wow! The FEI Dallas Winter Social at the Perot Museum this past weekend was a fantastic success, a throwback to the 1980s with great attendance and engagement by Dallas members and sponsors. Also, attendance for the inaugural G.R.O.W. CFO Series – Growth, Resources and Opportunities for Women – in January had about 80 in attendance, a very strong start for an important new Special Interest Group.
Every event this year has delivered on the Go Big or Go Home mantra in some significant way. Thank you to the committee members and sponsors of these two events for your support of FEI Dallas activities and initiatives. Winter Social: Sunflower Bank, Holmes Murphy, Sewell. GROW Special Interest Group: Katten, Grant Thornton, Truist.
Our next monthly meeting is on February 13th at Norwood Club. Retired Admiral Patrick Walsh will update us on China issues affecting the United States, and KPMG will deliver their annual Accounting and Tax update. We continue to have high participation in our monthly meetings with limited seating available as we approach registration deadlines. Register early before you end up on the waitlist.
The national FEI Financial Leadership Summit is in Orlando this year, May 19-21, open to FEI members and non-members. Please consider attending. The destination and programming are superior.
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 are available, contact Sponsorship leaders Warren Rapert or May Lee Harris, or Jackie Dunn, FEI Dallas Manager, for more information.
Dallas 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 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
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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 02.06.24 | |
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03.05.24 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Note schedule change to 1st Tuesday due to Spring Break.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Data as an Asset
It’s easy to be overwhelmed by the challenge of turning data from an afterthought into a core facet of business operations that drives value. Organizations can become paralyzed because they don’t know where to begin, but the right data strategy can change the mindset of a company from using data for incremental growth to using it as a transformational element in an organization’s success. Join us to learn how to unlock the value of your organization’s data and develop and implement a clear data strategy that allows for flexibility and change. We’ll discuss how to position your data as a strategic corporate asset and how to develop a data governance program to manage, monitor and protect your data.
David DuVarney | Principal, Baker Tilly
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Passion Moves the World!
David B. Walls | President & CEO, Austin Industries
About Austin Industries: Formed in 1918, Austin Industries is one of the largest general contractors based in the southern half of the United States. Thanks to the strength and expertise of its 7,000+ employee-owners, the company is consistently ranked in the top 50 of Engineering News-Record (ENR) magazine’s Top 400 contractors.
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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––– IMPORTANT REMINDER –––
Monthly meeting dates are on 2nd Tuesdays in 2024 unless otherwise noted.
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Open to FEI Dallas members and sponsors
Topgolf Tournament and Speed Networking Social are concurrent tracks
Sponsorships available | Contact Warren Rapert, May Lee Harris or Jackie Dunn
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Our sponsors support us both with 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.
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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 is open through the meeting end time. | |
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02.08.24 | 4:30-6:30 p.m. (Central) | 1 CPE
Private Equity CFO Series
2024 Market Update and the Growth of Private Debt & Hybrid Securities
International Plaza #3, 14241 Dallas Parkway, 1st Floor, Dallas, TX 75254
Market Update: Capital market activities, deal flow, investment banks, valuations, growth of private debt and hybrid securities in private deals.
Timothy O'Connor | SVP, Executive & Professional Risk Solutions, National Practice Leader – Transaction Liability | USI Insurance Services
Robert Rough | Managing Director, Telos Capital Advisors
Steven Bartz | Shareholder, Greenberg Traurig
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
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02.15.24 | 4:30-6:45 p.m. (Central) | 1.5 CPEs
Manufacturing/Distribution CFO Series
Leveraging Digital Twins to Drive Supply Chain Performance
Gleneagles Country Club, 5401 W. Park Blvd., Plano, TX 75093
Senior executives have increasingly turned to digital twins as a means to digitally replicate their end-to-end supply chain and identify new opportunities to leverage existing processes, people, and assets within their firm, their supplier network, and in their customers’ downstream operations. Digital twins replicate real-world operations, capture ground floor processes, and transform them into a live data stream. Then, through the lens of artificial intelligence, executives can identify the critical variations that are causing inefficiency, lower production, or unsafe environments – in real time. This session provides key insights into how leading organizations are using digital twins to drive supply chain performance and to identify new opportunities for reducing time, labor, and waste across firms.
David Copps | Co-Founder and CEO, Worlds.io
Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Manufacturing/Distribution industry.
Pre-registration at the FEI Dallas website required | Event details and registration
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02.22.24 | 4:30-6:30 p.m. (Central) | 1 CPE
Real Estate CFO Series
New Life-The ExxonMobil Campus Redevelopment Project
This program will cover the purchase and redevelopment plans of the former ExxonMobil headquarters in Las Colinas. This 290-acre campus centered by the 379,000 SF office building is being redeveloped into a mixed-use master planned development.
Doug Agarwal | CEO, Capital Commercial Investments, Inc.
Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Real Estate industry.
Pre-registration at the FEI Dallas website required | Event details and registration
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PARTNER EVENTS & RESOURCES | |
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02.06.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Tax Strategies and Trends for Health Care Organizations
Explore 2024 hot topics, emerging issues, and industry trends for-profit and not-for-profit health care leaders need to know.
Event details and registration
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02.06.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Improve Community Reporting to Increase Trust for Your Tribe
Measuring and reporting data efficiently can help Tribal governments spread the word about services and programs.
Event details and registration
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02.07.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How Boards Provide ESG Oversight
Understanding the role of a board can lead to better board habits, clearer organizational policies, and stronger ESG oversight. Learn more.
Event details and registration
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02.07-08.24 | 8 CPEs | Presented by Moss Adams
VIRTUAL SEMINAR
2024 Telecom Regulatory Reporting Virtual Seminar
Navigate federal regulatory reporting changes, including best practices, insight into Federal Communications Commission (FCC) policy reforms, and more.
Event details and registration
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02.08.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Strengthen Your Organization With Operational KPIs
Organizations often focus on manually extracting data over analysis. Learn how there's more to key performance indicators (KPIs) than financial metrics.
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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02.21.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2024 Shareholder Meeting Agenda: Setting Expectations for Shareholder Meetings
As corporations head into annual shareholder meetings for 2024, join BDO as we examine key observations from BDO’S 2024 Shareholder Meeting Agenda publication.
Event details and registration
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02.22.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Fair Lending Assessment – Model Risk Management's Role
Event details and registration
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02.27.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
Workplace Strategy: Creating a Competitive Edge
How to Build a Work Environment that Balances the Needs of the Business With Those of its Employees
Event details and registration
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02.27.24 | 2:00 p.m. (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
Managing Third-Party Risk in an Increasingly Distributed and Regulated World
Event details and registration
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02.28.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
The Interplay of Exit and Estate Planning
Join BDO National Tax Office professionals as they discuss the crucial interplay between estate planning and exit planning. Learn how early transaction planning can maximize tax-efficient wealth transfer strategies.
Event details and registration
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02.29.24 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
The Revised Uniform Administrative Requirements, Cost Principles, & Audit Requirements for Federal Awards (Uniform Guidance)
Join BDO for an informative webcast designed to update you on the revised Uniform Guidance for nonprofit organizations that receive federal funds.
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.
You are receiving this email because you on are the FEI Dallas email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
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