North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
|
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
|
|
|
02.13.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
FEI Dallas Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Registration for this meeting is closed
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.
Moderator
Renee Arrington | President & COO, Pearson Partners International; Board Director, Pearson Partners International; Board Director, IIC Partners; Board Director, NACD North Texas Chapter
Panelists
Chandra McCormack | Advisory Board Member, OptimEyes.AI; Chairman of the Board, Youth With Faces | 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 members and their guests, chapter sponsors, and prospective members and other non-members by invitation
Pre-registration at the FEI Dallas website required | Event details
Registration for this meeting is closed. Current FEI Dallas members and chapter sponsors may contact Jackie Dunn for waitlist availability.
|
|
|
03.06.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
FEI Dallas Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Note date change due to Spring Break conflicts
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
Risk Management As a Strategic Priority
As CFOs grapple to stay on top of today’s rapidly challenging risk landscape, understanding the impact of risk on an organization’s business goals and objectives continues to be top of mind. Our distinguished panel will consider how an effective risk management program can help CFOs drive an organization’s strategic business plan. An integrated and intuitive view of risk provides an essential platform for infrastructure investment and risk mitigation decision-making.
Ed Merritt | CFO, OptimEyes.AI
Andrew Beagley | Chief Risk Officer, OptimEyes.AI
Shalini Urankar | VP & CFO for Americas, Iron Mountain
Open to FEI Dallas 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
|
|
|
2022-23 FEI Dallas Monthly Meeting Schedule
Monthly 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
|
|
|
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!
Let’s Have Some Fun!
FEI members & sponsors, if you’re planning on attending the party, send us western-theme pictures of yourself and we’ll splash them across the looping slides throughout the event. Past or current, dance floor or rodeo, baby or adult, jeans or skirt, stick pony or mechanical bull, sequins or chaps, Urban Cowboy or Tombstone, color or black & white… we’ll take it all! If your picture is selected for display, we’ll let you know. Older pictures are welcome if the picture quality works.
Deadline for submission: Friday, February 17
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
|
|
|
Monthly Career meetings are held on the 3rd Tuesday of each month year-round. Career meetings are open to FEI Dallas 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. |
|
|
02.21.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
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.
Power Your Next Job Search...A Proven Systematic Approach
Job search got you down? Join us for a practical approach to assure you are maximizing the different resources available for your search.
Sharon Lukich | Partner & Director of Business Development, Thomas Edwards Group
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.
|
|
|
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
|
|
|
02.21.23 | 4:30-6:30 p.m. (Central) | 1 CPE
Private Equity CFO Series
How to Stay Rich Once You Get Rich
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 members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
|
|
|
02.22.23 | 4:30-6:45 p.m. (Central) | 1.5 CPEs
Manufacturing/Distribution CFO Series
Financing in the Face of Rising Interest Rates
Whitley Penn Office (1st Floor), 8343 Douglas Ave., Dallas, TX 75225
To manage growth and achievement of other business objectives in a period of rising interest rates, it’s increasingly relevant for companies to understand the various forms of capital that are available in the market.
Jeremy Burge | Managing Director, Group Head-Syndicated & Leveraged Finance, Texas Capital Securities
Barrett Lidji | Partner, Northaven Capital Partners
Chris Halloran | Senior Vice President, PGIM Private Capital
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sector
|
|
|
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 members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
|
|
|
PARTNER EVENTS & RESOURCES |
|
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.
|
|
|
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.
|
|
|
02.16.23 | 3:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Prepare for Period 4 PRF Reporting Requirements
Join us for our webcast, Prepare for Period 4 PRF Reporting Requirements. We’ll address how to prepare for the Period 4 Provider Relief Fund (PRF) and American Rescue Plan (ARP) rural distributions reporting requirements due March 31, 2023.
|
|
|
02.21.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
What Hospitals Need to Know About CMS Transmittal 18
Join us for our webcast, What Hospitals Need to Know About CMS Transmittal 18, to learn the specific and substantial details of Transmittal 18 as well as the increased documentation and complexity now associated with the preparation and submission of the Medicare cost report.
|
|
|
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.
|
|
|
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.
|
|
|
02.22.23 | 2:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Embed Information within Construction Processes
Embedding information into your business process can help your organization manage the right key performance indicators (KPIs), but inadequate or unreliable information and manual inputs from spreadsheets often make reporting more difficult than it needs to be.
Join us for our webcast, Embed Information within Construction Processes. We’ll discuss how your organization can implement information solutions to enhance data quality and reliability to better track performance and help your business thrive.
|
|
|
02.28.23 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Critical Factors for Selecting an ERP System
Has your business outgrown its financial and operational systems, limiting your ability to pursue key goals? Enterprise resource planning (ERP) systems can help simplify processes and improve management reporting and financial controls, but selecting the right system can be daunting.
|
|
|
03.02.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
2023 Retail Industry Outlook
The retail industry has changed tremendously due to the rise in technology. Join us for our annual webcast, 2023 Retail Industry Outlook, highlighting trends that could impact your business in 2023.
|
|
|
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.
|
|
|
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.
|
|
|
Resources from Moss Adams
|
|
|
FEI LEARNING OPPORTUNITIES |
|
FEI Webinars – Many webinars offering CPE credit are free to FEI members.
|
|
|
FEI On-Demand Courses – Take control over your career through our on-demand professional development courses, packages and certificate programs. FEI’s catalog of impactful business knowledge and self-paced programming offers maximum flexibility and Continuing Professional Education (CPE) credits. Discover courses that meet your professional development needs in finance, accounting, leadership, and more.
|
|
|
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.
|
|
|
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. |
|
|
Emerging Academic Partner |
|
|
|
FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
|
|
Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
|
|
The submission deadline for FEI Dallas 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 email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
|
|
|
|
|
|
|
