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Dallas Member Roster
MONTHLY MEETINGS

Register by 10.02.23

Register

11.06.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

Monthly Meeting

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240

** Note date change to first Monday**

 

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

Microsoft 365 Copilots

Tim Wheeler | Chief Technology Architect, Microsoft

Robert Vettor | Principal Cloud Architect, Vettor

Eric Garrison | Market Leader for Texas and West, BDO Digital (moderator)

 

5:15-6:20 p.m. Networking Social

6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

Robert Kaplan, former President of the Federal Reserve Bank of Dallas

 

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

FEATURED EVENT

Register by 10.16.23

Register
Contact Jackie Dunn
CAREER EVENTS

Registration open through end of meeting

Register

SPECIAL INTEREST GROUPS

10.05.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE

Technology CFO Series

What CFOs Need to Know about AI: It’s Impact on Business Today & Tomorrow

Moss Adams, 14555 Dallas Parkway., Ste. 300, Dallas, TX 75254

All CFOs have relied on search engines like Google and Bing for years to mine quick and meaningful data. However, AI (Artificial Intelligence) is a whole new dimension. Compare your understanding of the breadth and impact AI can have to your business and where you can effectively adopt/validate/utilize AI to stay current or get ahead. 

Peter Vogel | Attorney & Counselor at Law, Vogel IT Law

Dave Copps | CEO & Co-Founder, Worlds

Eric Yancy | Information Security Officer, City of Denton

Ransom Max Horne | Chief Information Officer, Senior Vice President, Colonial Savings

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Technology sector

Pre-registration at the FEI Dallas website required | Event details and registration

10.12.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE

Retail/Restaurant CFO Series

Utilizing Generative AI in the Retail & Hospitality Industries

Learn from the experts on the best practices for utilizing the emerging technologies of AI. A panel discussion on the history of AI, how generative AI is changing the landscape of business, and use cases specific to the retail and hospitality industries.

Brian Gick | Director Business Intelligence and Analytics, Brinks Home

Sriram Ganapathy | Director of AI, Microsoft

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Retail/Restaurant sectors

Pre-registration at the FEI Dallas website required | Event details and registration

10.18.23 | 4:30-6:45 p.m. (Central) | 1.5 CPEs

Manufacturing/Distribution CFO Series

Current Landscape and Future Opportunities in the Manufacturing & Distribution Sector

Our experts on the regional and local economic forecast will discuss current economic indicators, the impact of the Federal Reserve interest rates, and what that and other economic issues mean for the local Dallas economy in 2023 and 2024. Also review of results of Texas Manufacturing Outlook Survey, conducted by the Dallas Federal Reserve staff.

Pia Orrenius | Vice President & Senior Economist, Federal Reserve Bank of Dallas

Brent Hagenbuch | CEO, Titus Transport

John Roper | Senior Vice President, CBRE

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sectors

Pre-registration at the FEI Dallas website required | Event details and registration

11.02.23 | 4:30-6:30 p.m. (Central) | 1 CPE

Private Equity CFO Series

Click Here!! Cybersecurity and Risk Management in the PE World

This program will teach attendees about the recent happenings in the cyber insurance market. Attendees will come away with increased knowledge regarding company cybersecurity and cyber risk management techniques.

Tommy Mixon III | Executive Risk Consultant, USI Insurance Services

Trip Hillman | Partner, IT Advisory Services, Weaver

Robert Long | Shareholder, Greenberg Traurig

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 sector

Pre-registration at the FEI Dallas website required | Event details and registration

PARTNER EVENTS & RESOURCES

10.03.23 | 2:00 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Higher Education Virtual Town Hall

Stay updated on industry changes while connecting with fellow higher education accounting and finance leaders at our virtual town hall. 

Event details and registration

10.04.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Challenges and Opportunities Affecting the Future of Cities

Living and working in and around cities will impact how we view the urban experience in the years to come. Learn more. 

Event details and registration

10.04.23 | 10:00 a.m. (Central) | Presented by Baker Tilly

WEBINAR

Shifting Supply Chain Discussions to Value Chain Discussions

Supply chains have been in the news for their shortcomings since prior to the pandemic. The ever-changing geo-political and regulatory environment is highlighting the need for organizations to re-evaluate how they view their supply chains and ultimately shifting the discussion to a comprehensive value chain. Join Baker Tilly and Deltek and learn how the proper utilization of an ERP solution is essential to enable this changing business environment.

Event details and registration

10.04.23 | 12:00 noon (Central) | Presented by Baker Tilly

WEBINAR

Ai: Business Uses, Risks and Rewards

Organizations are facing a transformative shift towards digitization and automation. Artificial intelligence (AI) is now dominating the conversation in the media, board rooms and halls of government. However, AI, robotic process automation (RPA), intelligent process automation (IPA) and diverse analytics approaches and tools are already changing the way we work, serve customers and deliver results. Join Baker Tilly Digital for a webinar October 4 to learn:

The differences between each of these technologies

The risks that they can pose to businesses

How to safely reap the potential rewards of these emerging technologies

Event details and registration

10.05.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Agribusiness Industry Tax Credits and Incentives

Your agribusiness company might still be eligible for the Employee Retention Tax Credit and other incentives. Learn more. 

Event details and registration

10.05.23 | 1:00 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Drive Insights into Your Business Processes

Being data-driven is critical to adapt to changing business pressures. Explore options and find the right solution for your business. 

Event details and registration

10.10.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Economic Update: Has the Recession Been Canceled?

While a recession was expected in 2024, some economists believe economic conditions have sufficiently changed to avoid this. Learn more. 

Event details and registration

10.10.23 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

The Intersection of Tax & ESG Webcast Series: Sustainable Value Creation for Multinational Companies

Join our BDO Professionals on this webcast to learn more on the Uyghur Forced Labor Prevention Act (UFLPA), OECD Pillar Two, EU Carbon Tax Law on Imports and how to mitigate supply chain tax risks.

Event details and registration

10.11.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q3 2023

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q3 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.

Event details and registration

10.12.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Budget Strategies for Higher Education

Explore popular budgeting models higher education institutions use to manage income and expenses—while fulfilling their missions. 

Event details and registration

10.12.23 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP

WEBINAR

Best Practices for Your Dental Practice: Unclaimed Property, Compensation & Benefits and Strategic Tax Planning

Join BDO Tax and industry leaders for this 90-minute webcast developed for DSO and dental practices of all sizes focusing on unclaimed property and compensation & benefits.

Event details and registration

10.17.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Design Office Buildings for a Radically Changing World

Office buildings must adapt their design to be compelling, sustainable, and people-centered to stay competitive. Learn more. 

Event details and registration

10.17.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: Financial Improvement for PE-Backed Healthcare

Many healthcare organizations are interested in taking on capital partners to grow and survive amid heightened competition, rising costs and an increase in risk-based contracting. Private equity investment can enable providers to secure more solid footing so they can focus on patient care.

Event details and registration

10.18.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q3 2023 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

10.18.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2023 Tax Strategist Cross-Borders: Fall 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?

Event details and registration

10.18.23 | 2:00 p.m. (Central) | 1.0 CPE | Presented by Moss Adams

WEBINAR

Plan Your Health Care Capital Project for Success

Having a strong team, internal controls, and defined contract can ease some of the uncertainty that comes with capital projects. 

Event details and registration

10.24.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Understanding and Mitigating Tax Risk

With tax disputes and regulatory scrutiny on the rise as well as greater external pressures for enhanced tax transparency, businesses need a clearly defined strategy for tax risk management.

Event details and registration

10.24.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2023 Internal Audit Webcast Series: Best Practices for Internal Audit Related to SOC Reporting

System and Organization Controls (SOC) audits are an independent assessment of the risks associated with using service organizations and other third parties. They are essential to regulatory oversight, vendor management programs, internal governance, and management. Our team will discuss what SOC reports mean for internal audit teams as well as best practices to ensure obligations related to SOC reporting are met.

Event details and registration

10.25.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Capital Markets Update

Learn about the impact of market stress and uncertainty on the deployment of capital, alternate funding options, and more. 

Event details and registration

10.25.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Modernize Your HR Technology for Your Mid-Market Enterprise

Human resources cloud technology can help support your organization and its workforce. Explore implementation considerations and more. 

Event details and registration

10.25.23 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP

WEBINAR

California Tax Issues: Global Mobility and State Tax Controversy

Learn about equity compliance for mobile employees: multijurisdictional tax laws, expatriate policy design and global employer withholding obligations. Then learn how to address risk and navigate the appeals process for state tax controversy issues.

Event details and registration

10.25.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2023 Tax Strategist Private Equity - Fall Planning Session

Join us as BDO professionals share practical insights around potential planning opportunities and other tax considerations for private equity owners and businesses.

Event details and registration

11.14.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Curate Strategic Higher Education Program Portfolios
Higher education institutions must continually assess their degree program offerings to remain relevant to students and employers, promote cost-effective educational opportunities, and create meaningful job opportunities for the next generation. Join us for our webcast, How to Curate Strategic Higher Education Program Portfolios. We’ll review strategies higher education institutions can use to evaluate educational programs; make effective decisions regarding offerings; and execute program changes.

12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR          

Achieve Your Goals with an Organizational Assessment

Organizational assessments can help you promote operational alignment, improve services, reach your goals, and more.  

Event details and registration

Partner Resources

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
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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363

Chapter Contact 

Jackie Dunn, FEI Dallas Manager

214-789-8999


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