02.13.24 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

Monthly Meeting

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

Note schedule change to 2nd Tuesdays in 2024 unless otherwise noted.

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

KPMG Annual Accounting & Tax Update

This program will provide an overview of key financial reporting issues and trends, and an update on tax hot topics including anticipated and enacted changes of the Biden administration, changes to the R&D tax credit, and remote working tax and operational considerations.

Barbara Ruane | Director, KPMG LLP

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

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

Adm. Patrick M. Walsh (ret.), Former Commander in Chief, Pacific Fleet, U.S. Navy

President, Cristo Rey Dallas College Prep

Co-Founder, The First Watch Group, and Senior Advisor to Oliver Wyman

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

01.11.24 | 4:30-6:30 p.m. (Central) | 1 CPE

G.R.O.W. CFO Series

Women in M&A: A Panel Discussion

Maggiano’s – The Shops at Willow Bend, 6001 W. Park Blvd., Plano, TX 75093

This program will feature a panel of M&A professionals including an investment bank, a PE firm, and an M&A attorney. They will share their insights into which sectors are seeing the most M&A action; how the current interest rate conditions have changed the deal environment; current challenges in valuations; and what the competition for talent looks like in the M&A space.

Lindsey Wendler | Managing Director, 414 Capital

Alison Krieser | Partner, Katten

Heather Hubbard | Managing Partner, Valesco Industries

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

01.18.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Technology CFO Series

2024 Economic Outlook

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

This program will cover: Will the economy slip into a recession before the election? When will interest rates get back to normal? Will inflation rear its ugly head again? How will the deficit and debt affect the economy?

Bill Adams | SVP, Chief Economist, Comerica Bank

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

01.10.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update - Q4 2023

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q4 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. Specifically, the program will discuss developments that occurred during the final quarter of 2023 with respect to various topics in accounting and financial reporting.

Event details and registration

01.17.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q4 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

02.13.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: What Healthcare CFOs Need to Know

BDO’s 2024 Healthcare CFO Outlook Survey examines how healthcare CFOs are adapting to the changing economic environment and devising strategies to thrive amid financial pressure.

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

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

Uphold Good Governance by Strengthening Board Practices

International Tax Strategies: Cash Repatriation and Intangible Property

HITRUST CSF Version Update and New Assessment Types