It’s a wrap! My year as President is coming to an end.

As we approach the end of another remarkable program year, I want to take a moment to express my gratitude to each and every one of you. Serving as your president has been an incredible honor. The chapter leadership and administrative support has made my year easy. I am deeply moved by the dedication and passion that characterizes FEI Dallas. We continue to be FEI’s leading chapter in the United States.

You are in great hands with the new FY25 officers. The Secretary position has been reprised this year to focus on chapter operations processes and documentation among other duties.

President | Tom Beitel, VP Finance, Siemens Industry Software

First VP (Programs) | Miguel Molina, CFO, Avocados from Mexico

Second VP (Membership) | Mark Dendle, CFO, Valtir

Treasurer | Elizabeth Pospick, Senior Director, Riveron

Secretary | Laura Beverly, CFO, Half Price Books & Magazines

I was elated to see the interaction between members, sponsors, and guests this year. We are all on journeys in our professional roles, and these connections enrich our paths. Whether sharing insights over drinks, dinner or engaging in spirited discussions during our events, each interaction contributes to our collective growth.

Summer Professional Development Series

A very exciting Summer Series is in the works with breakfast programs presented by FEI Dallas Academic Partners: The University of Texas at Dallas, University of North Texas, and the University of Dallas. Scroll down to the SUMMER PROFESSIONAL DEVELOPMENT SERIES for more information. Summer Series meetings are open to FEI Dallas members, chapter sponsors, and prospective members and other non-members by invitation per our guest policy. Save the dates and stay tuned for more details and registration information!

FEI Dallas events are posted at our webpage for registration – www.feidallas.org. 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

A very exciting Summer Series is in the works with breakfast programs presented by FEI Dallas Academic Partners: The University of Texas at Dallas, University of North Texas, and the University of Dallas. Stay tuned for more details and registration information. 

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 required for all attendees.

SAVE THE DATES!

06.20.24 | 7:30-9:45 a.m. | 2 CPEs 

Presented by The University of Texas at Dallas, Jindal School of Management, Executive Education

Investing in Artificial Intelligence

Location – UT Dallas, JSOM, Richardson

07.24.24 | 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

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

Location – Frisco Landing, Frisco

08.07.24 | | 7:30-9:45 a.m. | 2 CPEs

Presented by the University of Dallas

Location – Irving campus

06.12.24 | 6:00 p.m. (Central)

New Member Event: Frisco RoughRiders Game

Riders Field, 7300 RoughRiders Trail, Frisco, TX 75034

The FEI Dallas Ambassador Team is hosting a fun, casual night at the Frisco RoughRiders on June 12. FEI Dallas members who joined between late 2022 and 2024 and chapter Ambassadors are invited. Your ticket to the game and food and drink are at no cost to you. Feel free to wear Frisco Rough Riders or Texas Rangers gear!

We have reserved a Covered Wagon in which we can mix & mingle with fellow new members and the Ambassador Team. We will enjoy classic ballpark food, beer, wine and soda – all with a great view of the game. 

Feel free to arrive early when the gates open at 6:00 p.m. to mix & mingle and enjoy food and drink. The first pitch is at 7:05 and the game should be over by about 9:30.

For more information about the event, please contact Ambassador leaders John Hughes or Carl Saxon. Please ensure to accept or decline the meeting invitation and use the send a response option so we can track the RSVPs. We look forward to seeing you for a great evening at the Frisco RoughRiders game on June 12th!

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.

06.13.24 | 4:30-6:30 p.m. (Central)

Manufacturing/Distribution CFO Series

Let's Get Social!

Times Ten Cellars, 6324 Prospect Avenue, Dallas, TX 75214

Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming 2024-25 Season! 

Open to FEI Dallas members and non-members with financial or executive roles in the Manufacturing/Distribution sector.

Register by 06.11.24 | Event details and registration

06.05.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Leveraging 80/20 for Strategic Success

We would like to extend this invitation to our webcast "Leveraging 80/20 for Strategic Success" where we will explore the significant impact of the 80/20 principle on business strategy and operational efficiency.

Event details and registration

06.10.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Demystifying Third-Party Risk Management: From Theory to Action

We are excited to invite you to the second installment of our enlightening three-part webcast series, titled "Demystifying Third-Party Risk Management: From Theory to Action." This session is designed to build upon the foundational concepts introduced in our previous webcast, "Managing Third-Party Risk in an Increasingly Distributed and Regulated World," by focusing on the practical steps organizations can take to advance their Third-Party Risk Management (TPRM) programs.

Event details and registration

06.11.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Realize Your Tax Benefits With IRC Section 382

Don’t miss potential tax benefits from limitations that could apply to your net operating losses, credits, and other carryforwards.

Event details and registration

06.13.24 | 10:30 a.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Harnessing Opportunities Within Innovative Project Delivery

Event details and registration

06.13.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Building Effective and Efficient Tax Dashboards and Data Visualizations

Discover how cloud-based data solutions enabled by APIs have made tax dashboards and data visualizations more accessible and impactful. We will delve into building tax dashboards without cumbersome maintenance.

Event details and registration

06.13.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Safeguard Organizational Data Advantage with Microsoft Purview

Join us as we explore how expanding or using Microsoft Purview technology through the Tech for Social Impact program can refine unique data into a protected strategic asset. Secure, differentiate, and thrive in the data-driven landscape.

Event details and registration

06.13.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Private Equity Webcast Series - Unlocking Value: Tax Strategies for Effective Private Equity Divestitures

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

06.20.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Webcast Series: Navigating the IRS: An Update on IRS Exams, Trends, and Hot Topics

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

06.25.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Internal Audit Webcast Series: From AI to IA: How Internal Audit Can Adopt and Address the Risk of Artificial Intelligence

As companies are shifting from manual to more systematic and automated processes through the use of Artificial Intelligence, there are numerous considerations of which internal audit team members should be aware.

Event details and registration

06.26.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Cross-Border Webcast Series: Summer 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

06.26.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Creative Capital Strategies for Life Sciences Companies: Maximizing Funding Opportunities Throughout the Development Process

In the rapidly evolving landscape of the life sciences sector, securing funding is a critical step for the success and growth of companies.

Event details and registration

07.10.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update – Q2 2024 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2024” 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.

Event details and registration

07.11.24 | 6:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update – Q2 2024 (Rebroadcast 1)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2024” 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.

Event details and registration

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

Resources from Moss Adams

Impacts of IRS Developments on the Employee Retention Tax Credit (ERTC)

GASB Issues Guidance Requiring Governments to Disclose Certain Risks

ASB Issues Standard to Enhance Transparency of Income Tax Disclosures

FASB Provides Measurement Guidance for a Joint Venture Upon Formation

New for 2024: Corporate Transparency Act and Beneficial Ownership Reporting

IRS Provides Guidance on Domestic Content Requirements for Applicable Entities

IRS Preregistration Portal Opens for Elective Payment and Transfer Tax Credits

The FASB Issues Amendments to Improve Reportable Segment Disclosures

Tips to Navigate M&A in Agribusiness: From Pre-Transaction to Due Diligence

Updates to the New ISO 27001 Standard and Controls and How to Transition

How Government Contracts Can Unlock Business Opportunity and Stability

3 Valuation Techniques for Your Telecommunications Company

Tax Benefits of REITs for Real Estate Firms, Sponsors, and Investors

Tax and Other Considerations in Selling or Gifting a Trucking Business

What to Know About a Quality of Earnings Report in Pre-Sale Due Diligence

Preparing for a Successful Sale: Understand Business Transaction Readiness

Technology Is a Key Consideration when Selling Your Trucking Business

Combat Climate Change in Real Estate with Energy Efficient Tax Incentives

Broadband Industry Market & Transaction Trends 2023 Update

Impacts of Inflation Reduction Act Funding on IRS Spending Plan

Executive Summary: SEC Comment Letter Trends Among Life Sciences Companies

Improving Equity in Government Programs and Services

Understanding ASC 842 and GASB 87 Lease Accounting Standards for Lessees

What to Consider when Estimating the Value of Your Trucking Business

How to Find Consistency Working with Third-Party Security Assessment Firms

Manage Your Credit Risk Without Overburdening Your Resources

Infographic on How Designers Could Benefit From Section 179D Tax Deduction

Impacts of AI Development on the R&D Tax Credit and Other Credits

Risk Management Strategies for Newly High-Risk Areas in Financial Institutions

Impacts of SECURE 2.0 and Qualified Charitable Distributions on Fundraising

Centers for Medicare & Medicaid Services (CMS) Transmittal 18 FAQ

The Corporate Transparency Act: Top 5 Considerations for Foreign Investors

Talent Acquisition Strategies for Human Capital Management

Harness Intelligent Automation to Streamline Your Business Processes

CMS Publishes 2021 Supplemental Security Income Ratios

Not-for-Profit Management Succession Planning on a Short-Term Schedule

2023 First Quarter Market Review

Department of Energy Grant Compliance for Companies Receiving Federal Awards

Prevent and Detect Fraud With These Key Internal Controls

The Perfect Alignment: The Future of Work and Strategic Workforce Planning

Are You Evaluating the Personal Aspects of a Potential Business Transaction?

SECURE Act 2.0 and its Effects on Employee Benefit Plans

Enhance Safety and Mitigate Risk by Monitoring Service Contracts and Controls