North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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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02.13.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Registration open through Monday, February 6, 2023
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
KPMG Annual Accounting and 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.
Michael Nesta | Partner, KPMG LLP
Becca Thompson | Senior Manager, KPMG LLP
Peter A. Baltmanis | Principal, KPMG LLP
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
From CFO to Corporate Boards
As CFOs ponder retirement or outside opportunities, corporate board positions can be very rewarding. Our distinguished panel will discuss their path to the board and many of the items to evaluate and consider, such as requirements, regulations, compensation, time commitment, and how to search for the right opportunity for you.
Chandra McCormack | Advisory Board Member, OptimEyes | Former CFO, Acosta
Tracey Doi | Independent Board Director, Quest Diagnostics | Former CFO, Toyota North America
Gina Norris, CFA | Board Member, Encore Wire Corp., Texas Security Bankshares, and The State Fair of Texas
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
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2022-23 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter 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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02.25.23 | 6:00-10:00 p.m. (Central)
Winter Social 2023 | All Hat, No Cattle
Gilley’s Dallas, 1135 Botham Jean Blvd., Dallas, TX 75215
6:00-7:00 p.m. | Mix & Mingle
7:00-10:00 p.m. | Dinner + Dancing + Entertainment
Dust off that felt hat, starch those Wranglers, and shine those boots, we are going to honkytonk Dallas business style! Gilley’s is an iconic C&W entertainment complex just south of downtown Dallas. We’ve reserved the Loft & Patio upstairs for dinner & dancing to a live band, along with the Bonnie & Clyde Speakeasy for mixing & mingling on the quieter side. The Saloon downstairs is earmarked for fun and games – including a mechanical bull!
Event Highlights
– Great prizes for Best Dressed Partygoers!
– Dance to the music of Breckenridge Band in The Loft & Patio overlooking Downtown Dallas.
cocktails.
– Fun & games in the Fifth Third Bank Entertainment Corral in The Saloon:
Mechanical bull, cornhole, shuffleboard, roving magician, boot shiner, card games, photo booth,
and more!
Open to FEI Dallas members and chapter sponsors.
Invitations are +1 optional for spouse, partner or date* | SINGLES WELCOME!
Pre-registration at the FEI Dallas website required for all attendees, including +1.
Register by Wednesday, February 15
*Not intended for a colleague for the purpose of business development
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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 Chapter 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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02.21.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
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 | Registration pending
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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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01.31.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Private Equity CFO Series
How to Stay Rich Once You Get Rich
Wondr Health, 12790 Merit Dr., Ste. 700, Dallas, TX 75251
Our panel includes a financial advisor who specializes in wealth management and exit planning, a tax liability insurance expert, a litigation attorney with experience representing trusts and high-net worth families, and the president of the Dallas Estate Planning Counsel, who also provides tax services for estates, trusts, and high-net-worth individuals. The panel will address many facets of wealth preservation across the spectrum of wealth levels. The event should prove useful to people at all levels of wealth.
Jesse Abercrombie | Wealth Advisor, Edward Jones
Daniel Berger | SVP, Head of Tax Insurance, Lockton Companies
Michael Gruber | Shareholder, Greenberg Traurig
Justin Reeves | Partner, Tax Services, Weaver
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
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02.07.23 | 5:00-6:45 p.m. (Central) | 1.0 CPE
Real Estate CFO Series
Federal Reserve Response – Recession, Recovery and Rebound
Dallas Country Club, 4155 Mockingbird Ln., Dallas, TX 75205
The Federal Open Market Committee (FOMC) will be meeting January 31 and February 1. Our panel members will provide a response to significant Fed policy decisions and provide insights for real estate investors on a regional and national basis. Starting with interest rates, market rent growth and exit cap rates, the panel will also delve into geographic considerations, construction pricing, and workforce/recruiting considerations. Finally, the panel will discuss property types in favor and out of favor in the current environment.
Brent Maier | Principal, Baker Tilly
Don Braun | President, Hall Structured Finance
Heather McClure | Senior Director, Walker & Dunlop
Brant Brown | President & COO, Westmount Realty Capital, LLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
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02.23.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Technology CFO Series
VC Perspective on the Evolving Tech Landscape
Moss Adams, 14555 Dallas Parkway, Ste. 300, Dallas, TX 75254
Panel discussion with several VCs to provide an update on current market conditions within the tech space, valuation changes, how tech companies have been opportunistic in this market, tips on how to best approach funds during this period, and outlook for 2023
Stephen Day | Co-Founder and Managing Director, Navidar
Seth Harward | Managing Director-Merchant Banking, Piper Sandler
Mike Marcantonio | Partner, LiveOak Venture Partners
William Salisbury | CFO & Operating Partner, Mainsail Partners
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
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02.02.23 | 3:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Trends Developments Impacting Energy Industry
Join our energy industry executives for a panel discussion on: Recent industry trends, the impacts of the Inflation Reduction Act (IRA), energy industry M&A developments and trends, developments in environmental, social, and governance (ESG) policies, supply chain constraints, and grid management and energy transition issues.
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02.09.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Drive Good Governance for a Highly Successful Not-for-profit
After completing this training, participants will be able to describe the habits of a highly effective board; identify strategies for improving governing board policies; and define the key elements of the board-staff partnership.
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02.14.23 | 3:00 p.m. (Central) | 1.5 CPE | Presented by BDO USA, LLP
WEBINAR
2023 BDO Healthcare CFO Outlook Survey
The BDO Healthcare Trends & Topics Webinar Series is produced and delivered by the BDO Center for Healthcare Excellence and Innovation, which brings together an interdisciplinary group of healthcare executives to help address organizations’ opportunities and risks related to digital transformation, financial improvement, and clinical innovation.
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02.15.23 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
Is Your ERP System a Cyber Threat?
ERP (Enterprise Resource Planning) systems have become a prime target for rising cyber-attacks. If an ERP is the victim of such an attack, it could have devastating consequences on a business’s overall operations. Lorne Kaufman, Vice President of Managed Services for Momentum Solutionz, Powered by BGSF, presents the data privacy and security measures a company should consider when implementing an ERP or migrating an on‑premise ERP to the cloud.
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02.21.23 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Privacy and Website Compliance - Cookies, Consent, Tracking, Oh My!
Join the final webinar of BDO’s Healthcare and Life Sciences Data Protection Webinar Series to learn more about how organizations can address their efficiency, risk, and governance challenges by aligning approaches and functions to optimize compliance and leverage available protections.
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02.22.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Setting Expectations for 2023 Shareholder Meetings
As corporations head into annual shareholder meetings for 2023, join BDO, as we debrief key observations from BDO’S 2023 Shareholder Meeting Agenda publication.
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04.12.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Quarterly Technical Update - Q1 2023
Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q1 2023” webinar 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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04.19.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2023 IFRS Quarterly Update
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.
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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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FERFPros – Subscriptions for FERFPros online learning are available at no charge to new FEI members in the In Transition membership category. Contact: Laura Castle, 973-765-1030 or lcastle@financialexecutives.org
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FEI On Demand Courses – FEI is currently offering FEI members complimentary access to the Leadership Master Classes and Deep Listening in a Digital Age. Click the link for more information and be sure you are logged in under your member credentials.
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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 Chapter
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 Chapter 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 Chapter email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
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