Broaden Your Network and Build Deep Professional Relationships – Join an FEI Dallas Committee for 2024-25!

Our members and sponsors maximize the value of their relationships with FEI Dallas when they join a committee. By contributing your expertise and a small portion of your time, you will broaden your network and build deep professional relationships and friendships. FEI Dallas committee members are the reason we can consistently deliver top-notch programming, exciting special events, and numerous networking opportunities throughout the year. In short, FEI Dallas' success depends on our volunteers. Click to learn more at our website under GET INVOLVED.  

Contact Emily Colgan, FEI staff member, at emily.colgan@feidallas.org if you are an FEI Dallas member or a representative of one our annual chapter sponsors, and are interested in serving on a committee for the upcoming chapter year, or have questions. Emily will help match your interests with the committees’ needs and get you connected. We are also planning a welcome social for our new board and committee members in late May. We’d love to get you plugged in!

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.

05.15.24 | 4:30-6:30 p.m. (Central)

Real Estate CFO Series

Let's Get Social!

12 Cuts Brazilian Steakhouse, 18010 Dallas Parkway, Dallas, TX 75287

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 Real Estate sector.

Event details and registration

05.16.24 | 4:30-7:00 p.m. (Central)

Retail & Restaurant CFO Series

Let's Get Social!

Lupe Tortilla, 4535 Belt Line Road, Addison, TX 75001

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 Retail and Restaurant sectors.

Event details and registration

05.22.24 | 4:30-6:30 p.m. (Central)

Private Equity CFO Series

Let's Get Social!

Sevy's Grill, 8201 Preston Road, Suite 100, Dallas, TX 75225

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 Private Equity sector.

Event details and registration

05.07.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

What to Know About 280G Golden Parachute and When It Applies

Internal Revenue Code Section 280G can cause unintended consequences to management and the company during your business transaction. Learn more.

Event details and registration

05.08.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Artificial Intelligence as a Competitive Advantage

Enhance your decision-making and increase daily output when you embed artificial intelligence tools into your business processes. Learn more.

Event details and registration

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.

05.14.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Jump-Start Your ESG Reporting

Streamline and enhance your reporting with an improved environmental, social, and governance (ESG) strategy that uses technology. Learn details.

Event details and registration

05.16.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Strategies to Improve SOX 404 Compliance

Organizing your Sarbanes-Oxley Act Section 404 (SOX 404) program can help prevent employee burnout and reduce costs. Learn more.

Event details and registration

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

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

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