North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Jay Smith
FEI Dallas President
We concluded our monthly chapter meeting schedule for 2022-23 on April 10. We had another great turnout of over 250 members, sponsors and guests. We also recognized our Financial Executive Experience Scholars for the year which is always a highlight. Thanks again to Frost Bank for sponsoring this program, and to all our members who serve as mentors. Read more
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Connecting With Your FEI Dallas Colleagues |
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05.08.23 | 11:00 a.m.-8:00 p.m. (Central)
Golf Tournament & Awards Dinner 2023
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor | VIP
Registration for this event is closed.
FEI Dallas members and eligible sponsors may contact Jackie Dunn for waitlist availability.
Schedule
11:00-1:00 p.m. | Check-in
11:00-1:15 p.m. | Driving range & putting green open
11:30-1:00 p.m. | Box lunches
11:30-1:10 p.m. | Putting Contest at putting green
1:30 p.m. | Golfers in carts
1:45 p.m. | Shotgun start
Registration for this event is closed.
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Monthly Meetings have concluded for 2022-23 and will resume in September 2023 for FY24. In the meantime, FEI Dallas has many events scheduled over the spring and summer months for education, socializing, and keeping your FEI network vibrant. |
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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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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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Now Available!
Wine Tasting 2023 | March 30 @ Dallas Arboretum
Monthly Meeting | April 10 @ Northwood Club
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SUMMER PROFESSIONAL DEVELOPMENT SERIES |
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The FEI Dallas Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, The University of Texas at Dallas, and Emerging Academic Partner Paul Quinn College. We are grateful for their participation and contributions to FEI Dallas. CPE credit will be offered for all programs. Stay tuned, more details to come! |
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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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05.16.23 | 5:30-8:00 p.m. (Central)
Monthly Career Management Meeting 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.
Emotionally Intelligent Communication
Communication is something we all do every day. We communicate at work and at home, even with our pets. Yet, it is far and away one of the most difficult skills we can ever seek to learn. So many opportunities for conversations to go right or wrong. So many ways to change the meaning of words, intentions, and actions. In this session we will talk about the obstacles to good communication, how to improve your intentions with communication, and how to make every conversation lead to results.
Stevie Dawn Carter, PhD | CEO, Stevie Dawn Inspires, LLC
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.
Pre-registration at the FEI Dallas Chapter website required for CPE eligibility
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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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05.02.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Technology CFO Series
CFO Outlook: Operating Efficiently in Volatile Markets
Panel discussion with several financial executives to provide an update on the Current CFO Management Styles in Volatile Markets | How To Deal with Inflation and Rising Labor Costs | How To Strategically Manage Operating Costs | Managing Through the Volatile Banking Industry
Hank Coursen | CFO, Cyper Learning
David Rockvam, | CFO, Riskonnect, Inc.
Jorge Pliego Seguin | CFO, Improving
Gisel Rotenberg | GM-AT&T Division, Amdocs
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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05.11.23 | 4:30-7:00 p.m. (Central) | 1.0 CPE
Private Equity CFO Series
Interval and Tender-Offer Funds - as an Increasingly Relevant Alternative to PE and VC Funds
Interval funds and tender-offer funds are becoming increasingly relevant alternatives to traditional private equity and venture capital funds. Although they have been around for decades, the changing investment and regulatory landscape for private funds has increased the appeal to alternative asset managers of interval and tender-offer funds, including their ability to reach both institutional and retail investors. Our panel will explore the mechanics of interval funds and tender-offer funds, their appeal, the process for creating one or converting an existing private fund into an interval fund or tender offer fund, the possibility of operating an existing private fund in tandem with an interval fund or tender-offer fund utilizing a co-investment program, and the regulatory requirements of maintaining such a fund, including legal and financial implications.
Terrence O. Davis | Shareholder, Greenberg Traurig
Scott Murray | Shareholder, Greenberg Traurig
Nickolas Davis | Managing Director, Ultimus Fund Solutions
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 sector
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PARTNER EVENTS & RESOURCES |
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05.02.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Why You Need a Cloud Enterprise Resource Planning System
Our industry professionals will discuss: the ERP system landscape; common system challenges that make organizations switch ERP systems; the many benefits of a cloud ERP solution.
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05.03.23 | 8:00 a.m. (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR
Health Care C-Suite: Prepare for PHE End Regulatory Changes
After completing this training, participants will be able to describe major impacts CMS Transmittal 18 may have on your reimbursement, finance, IT, and compliance teams; describe how the end of the PHE may impact your payer mix and how to prepare for the changes; and list three actions the C-suite can take now to prepare for significant regulatory changes.
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05.03.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Cross-Borders: Spring 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?
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05.09.23 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
CMMC Rule Update – How to Be Prepared
Join BDO Cyber leaders as they discuss CMMC level requirements in government contracts and how small businesses can become compliant.
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05.10.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Audit Committee Best Practices for the Oversight of the Internal Audit
This program highlight best practices for the audit committee’s oversight of the internal audit function. We will provide an overview of requirements and best practices together with trends impacting today’s internal audit function that audit committees should keep top of mind in addressing common risk areas.
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05.23.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Internal Audit of the Future
The Internal Audit profession is going through a period of change, coupled with increased expectations on our role to both protect and create value. Some are being fast-tracked as a result of the global pandemic and rapid advances in technology. Some are being driven by regulatory change, and others by demands of wider stakeholders as transformation, climate change, corporate responsibility and transparent governance are all shaping our worlds.
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05.31.23 | 7:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Navigate Your Next Employee Benefit Plan Audit
After completing this training, participants will be able to describe recent industry developments affecting employee benefit plans; locate resources and templates to help prepare for an employee benefit plan audit; list key recommendations for gathering documents and organization; identify practices to increase audit efficiencies; and explain common challenges in audit preparation and describe how to overcome them.
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06.07.23 | Presented by TXCPA Dallas
Convergence 2023
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel – The Star, 11 Cowboys Way, Frisco TX 75034
The TXCPA Dallas Convergence program is one of the premier educational events for the North Texas accounting industry. The event will feature five tracks of programming presented by nationally-known experts in their respective fields. 1,200 CPAs are expected to participate, which will include a luncheon on the Cowboys’ practice field highlighted by a keynote address presented by Chad Estis, a member of the 2026 Dallas World Cup Bid Committee.
Early Bird pricing | $150. Discount ends on April 21.
Non-TXCPA Dallas members should enter code “23DALLAS” and checkout.
Overnight accommodations available at the Omni Frisco Hotel for the nights of June 6-7 at a special price of $199 per room. Room reservations can be made until 5:00 p.m. on Friday, May 5, by calling Omni Reservations at (1-800) 843-6664 and mentioning “Convergence 2023”.
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06.20.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Making the Most of Your Microsoft 365 Investment
If your organization uses Microsoft 365, you may be missing out on opportunities to fully leverage the tools available to you.
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06.21.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Webcast Series: Summer Planning Session
Through quarterly webcasts and featured Insights, the BDO Tax Strategist covers important tax topics that help businesses make thoughtful and strategic tax decisions.
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07.12.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Quarterly Technical Update - Q2 2023
Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 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.
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Resources from Moss Adams
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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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FEI On-Demand Courses – Take control over your career through our on-demand professional development courses, packages and certificate programs. 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
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 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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