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Wow! The year is flying by and it’s only March. FEI Dallas continues to deliver on the Go Big or Go Home mantra. We have had a great lineup of speakers so far and have added a lot of new members. Congratulations to our members and sponsors for aiming high and managing these achievements!
The FEI Dallas Nominating Committee is finalizing the ballot for the 2024-25 slate of officers to be presented to members for voting in March. Electing officers is a critical step in creating an effective leadership team and we encourage all FEI Dallas members in good standing to watch your email for the ballot and cast your vote. FEI Dallas officer elections are conducted online via Survey Monkey.
Our next monthly meeting is March 5 at Northwood Club – a week earlier than our usual 2nd Tuesday meeting date due to area Spring Break schedules. David Walls, CEO of Austin Industries, will discuss his insight into the challenging disciplines of construction safety and effective corporate leadership. Dave DuVarney, Baker Tilly, opens the meeting with a program on “Data as an Asset.”
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 starting at $1500. Contact Sponsorship leaders Warren Rapert or May Lee Harris, or Jackie Dunn, FEI Dallas Manager, for more information.
Coming in May, the FEI Financial Leadership Summit is in Orlando at Disney’s Contemporary Resort, May 19-21. FEI members and non-members alike should consider attending, the destination and programs are superior. Discounted Disney tickets are available to Summit registrants who want to add a trip to one of Disney’s four theme parks.
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 FEI 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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Registration for this meeting is closed. Current FEI members and chapter sponsors
may contact Jackie Dunn for waitlist availability.
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04.09.24 | 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
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Stacey D. Stewart, CEO, Mothers Against Drunk Driving
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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New events in the Photo Gallery!
Winter Social 2024 | Weird Science at the Perot Museum | 02.03.24
Monthly Meeting | 02.13.24
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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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2024 FINANCIAL LEADERSHIP SUMMIT | |
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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04.16.24 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Career Management Meeting with FENG
The Art of Hello® Professional Branding Be Remembered in a Noisy WorldTM
As professionals we all deserve to be known for our achievements, and to be understood for our value proposition. The Art of Hello is a simple to employ technique for introducing yourself to people in a way that the listener understands the essence of your professional life. It is a powerful way to frame your professional image and for others to recognize you and act as your advocate. Once scripted and perfected, your Art of Hello introduction is a durable asset. It is useful for emerging professionals, for senior leaders, for business owners, for those seeking positions on boards, and job seekers. A well-conceived Art of Hello introduction is the old-fashioned elevator pitch polished up to a professional level with a memorable impact. It differentiates you from others. So simple to recognize when done well, and so hard to make one your own. Paula provides the background, tips and rules and a three-step method that results in you having a professional brand introduction of your own to use, that day. It’s called The Art of Hello.
Paula Calise | Co-Founder & Principal Recruiter, Linked Executive Search
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.
Event details and registration
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03.07.24 | 4:30-6:30 p.m. (Central) | 1 CPE
G.R.O.W. CFO Series
Boost Brain Health to Combat Stress & Calibrate Cognitive Resources for Optimal Performance
The Center for BrainHealth, 2200 W. Mockingbird Ln., Dallas, TX 75235
We all experience stress and have a limited amount of cognitive resources at our disposal. By developing proactive brain-healthy habits and managing your responses to stress, you can decrease cortisol levels in the brain, build resilience and emotional self-regulation, improve cognitive performance, and boost well-being. Decisions you make throughout each day determine the amount and type of information your brain has to process. Learn how to filter the unnecessary so that you can focus on what’s important and utilize your daily brain power strategically.
Katie Hinds, MS, CCC-SLP
Program Manager, Cognitive Training Programs
The Center for BrainHealth
Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles and interest in Growth, Resources, and Opportunities for Women.
Pre-registration at the FEI Dallas website required | Event details and registration
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03.21.24 | 4:30-6:30 p.m. (Central) | 1 CPE
Technology CFO Series
VC Panel Discussion: Early Stage to Growth Phase
Panel discussion with several Venture Capital Firms 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 the Outlook for 2024.
Seth Harward | Managing Director, Piper Sandler
Taylor Welsh | Vice President, Wavecrest Growth Partners
Blair Garrou | Managing Director, Mercury Fund
Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Technology industry.
Pre-registration at the FEI Dallas website required | Event details and registration
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04.02.24 | 4:30-6:30 p.m. (Central) | 1 CPE
Private Equity CFO Series
Is the Price Right?
Could you be a private equity investor? Join us as we walk through a real transaction where you have to determine how much you would pay for a company.
Robert Rough, Managing Director, Telos Capital Advisors
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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PARTNER EVENTS & RESOURCES | |
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03.04.24 | 12:00 p.m. (Central) | Presented by UT Dallas Global Leadership MBA
ONLINE EVENT
Attributes to Land Yourself a Board Seat
Explore the pivotal qualities that corporate boards prioritize when searching for potential board members and gain insights into how you can cultivate and strengthen these attributes throughout your career and MBA journey.
Carla S. Mashinski, CPA, CMA, PMP
Event details and registration
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03.05.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Navigating ESG Trends in the Energy Sector
Learn more about implementing environment, social, and governance (ESG) initiatives fueled by consumer demand and an evolving regulatory landscape.
Event details and registration
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03.05.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Navigating Increased Health Care Deal Scrutiny
Increased oversight at both the federal and state levels could impact health care deals in 2024. Learn what to expect in transactional reviews and more.
Event details and registration
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03.06.24 | 11:30 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Charting a Course to Success: Key Trends & Industry Predictions from the 2024 Retail CFO Survey
Event details and registration
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03.12.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Elevating Work: Human Resources Trends For 2024
Learn how HR departments can help the workforce realign priorities toward a more sustainable, inclusive, and business-focused future.
Event details and registration
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03.14.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Are You Prepared for Sustainability, Climate & AI Regulations?
Join our discussion with sustainability leaders from BDO and Henry Schein to learn how to identify what is material to your business, how to prepare your disclosures, provide assurance and protect your data, and communicate with stakeholders to comply with new and forthcoming regulations.
Event details and registration
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03.14.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Navigating 2024: PE Portco CFO Survey Trends
Explore survey findings and hear how portco CFO priorities are changing.
Event details and registration
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03.20.24 | 1:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Uncovering Tax Planning Opportunities For 2024 and Beyond
Navigate the dynamics of estate tax impact, wealth transfer planning, and more with insights from tax and wealth management professionals.
Event details and registration
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03.20.24 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Tech CFOs in 2024: Focusing on the Fundamentals
Join us as we discuss the latest data and insights from our annual Technology CFO Outlook Survey.
Event details and registration
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03.21.24 | 2:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Higher Education Virtual Town Hall
Our virtual town hall features industry updates, tax credit insights, and other timely topics. Learn details.
Event details and registration
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03.27.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Board’s Oversight of Fraud
Join BDO and our panel of thought leaders to gain insights pertaining to how to better govern and engage with management, counsel, and advisors in overseeing policies and strategies to protect, detect, mitigate, and remediate fraud.
Event details and registration
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04.10.24 | 11:00 a.m.(Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Quarterly Technical Update – Q1 2024 (Live Session)
Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q1 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
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04.17.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Q1 2024 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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04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO's Healthcare Trends & topics Webcast Series: Healthcare ESG Readiness
ESG and health equity reporting standards are becoming more robust, impacting healthcare organizations' financial reporting responsibilities. Boards and auditors alike should understand the additional reporting standards, as both can play a role in advocating for and determining those standards.
Event details and registration
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05.10.24 | Presented by TXCPA Dallas
CONFERENCE
Convergence 2024
8:00 a.m.-5:00 p.m. | 8 CPEs available
Sheraton Dallas Hotel, 400 N. Olive St., Dallas, TX 75201
This year’s conference is comprised of five tracks, 26 sessions in all, including a presentation titled, From Transactions to Transformations: Charting Success with the Subscription Model, by our luncheon keynote speaker Ron Baker, Founder of Verasage Institute. This premier educational event features many nationally-noted authorities presenting timely and informative classes on accounting, finance, legislative, tax and legal topics of importance to the accounting and financial services industries.
Event details | Program grid
FEI Dallas members who are not members of TXCPA qualify for the special Partner Organization rate of $150 and should contact Laura McFadden to register. Note that this is Early-Bird pricing, price will increase by $35 on March 31.
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05.22.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation
Join BDO Private Client Services professionals as they discuss income tax and gift tax considerations when assisting the next generation with home purchases, while safeguarding and growing wealth for subsequent generations.
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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