Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members pursuant to the FEI Dallas guest policy. Pre-registration is required. Click to the registration site for details.

03.05.24 | 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

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

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

David B. Walls, President & CEO, Austin Commercial

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

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.

01.25.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Retail & Restaurant CFO Series

Loyalty Programs – Understanding Your Customer and Driving Revenue

USI Dallas – International Plaza, 14241 Dallas Parkway, 1^st Floor, Dallas, TX 75254

Learn from market leaders in the retail and restaurant space on how to get the most out of your loyalty programs. Attendees will learn from panelist of high volume retail and restaurant operators/vendor on how they manage their programs and use the data to understand their clients and drive future visits and revenues. 

John Votava | Director, Corporate Affairs, The Kroger Company

Emily Rugaber | VP of Marketing, Thanx

Kevin FitzPatrick | SVP Digital Marketing, Ruby Tuesday

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

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

02.08.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Private Equity CFO Series

2024 Market Update and the Growth of Private Debt & Hybrid Securities

USI Dallas – International Plaza, 14241 Dallas Parkway, 1^st Floor, Dallas, TX 75254

Market Update: Capital market activities, deal flow, investment banks, valuations, growth of private debt and hybrid securities in private deals.

Timothy O'Connor | SVP, Executive & Professional Risk Solutions, National Practice Leader – Transaction Liability | USI Insurance Services

Robert Rough | Managing Director, Telos Capital Advisors

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 industry.

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

02.15.24 | 4:30-6:45 p.m. (Central) | 1.5 CPEs

Manufacturing/Distribution CFO Series

Leveraging Digital Twins to Drive Supply Chain Performance

Gleneagles Country Club, 5401 W. Park Blvd., Plano, TX 75093

Senior executives have increasingly turned to digital twins as a means to digitally replicate their end-to-end supply chain and identify new opportunities to leverage existing processes, people, and assets within their firm, their supplier network, and in their customers’ downstream operations. Digital twins replicate real-world operations, capture ground floor processes, and transform them into a live data stream. Then, through the lens of artificial intelligence, executives can identify the critical variations that are causing inefficiency, lower production, or unsafe environments – in real time. This session provides key insights into how leading organizations are using digital twins to drive supply chain performance and to identify new opportunities for reducing time, labor, and waste across firms.

David Copps | Co-Founder and CEO, Worlds.io

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

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

01.23.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Investing Insights: Macro and Markets

Explore key topics impacting investors, major market events of 2023, and the economic landscape looking into 2024.

Event details and registration

01.25.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Health Care Accounting and Assurance Updates

Learn more about navigating recent accounting updates applicable to health care providers for both for-profit and not-for-profit entities.

Event details and registration

01.30.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Improve Outcomes with Effective Performance Management

Conducting performance reviews can help your organization reach company goals, properly compensate employees, and more. Learn more in the webcast.

Event details and registration

01.31.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

SEC Comment Letter Trends Among Life Sciences Companies

Learn how life sciences companies can reduce the likelihood of SEC comments on periodic filings and avoid IPO delays.

Event details and registration

01.31.24 | 1:00 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Grow Your Winery with Technology

Your winery can use technology to help deliver accurate information to make informed decisions. Learn more in our webcast.

Event details and registration

01.31.24 | 1:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Government Contracting and Trends in DCAA Audits

Navigate the complexities of government contracting and gain an understanding of procurement processes and compliance guidelines.

Event details and registration

02.01.24 | 12:00 p.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Increase the Benefits of Your NetSuite Investment

Explore common challenges companies face after implementing NetSuite and how you can position your business for future growth.

Event details and registration

02.07-08.24 | 8 CPEs | Presented by Moss Adams

VIRTUAL SEMINAR

2024 Telecom Regulatory Reporting Virtual Seminar

Navigate federal regulatory reporting changes, including best practices, insight into Federal Communications Commission (FCC) policy reforms, and more.

Event details and registration

02.07.24 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

How Boards Provide ESG Oversight

Understanding the role of a board can lead to better board habits, clearer organizational policies, and stronger ESG oversight. Learn more.

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