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
|
|
|
04.10.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
FEI Dallas Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Directory headshot photographer scheduled for this meeting!
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Healthy Leadership: How to Thrive in the New World of Work
Healthy leadership focuses on the health and growth of all parties: the leader, the team, and the business. If the team thrives, so does the business and everyone it serves. Healthy leadership addresses human needs—it’s personal. Healthy leadership is like a cultural magnet that attracts people to your team and the cultural glue that makes them want to stay. It is grounded in three healthy principles and three healthy practices.
Lee Colan, Co-Founder, The L Group, Inc.
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Stephanie Stuckey, CEO, Stuckey’s
Headshot Photographer 5:00-7:00 p.m.
A photographer will be available at this meeting 5:00-7:00 p.m. to take headshots for the FEI Dallas annual membership directory, compliments of the chapter. Member headshots will be provided to FEI staff for the purpose of directory listings. Non-members may also participate as the photographer will offer the option to both members and non-members to purchase headshots for personal use with special “event only” pricing.
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
|
|
|
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
|
|
|
3.28.23 | 7:00-9:00 a.m. (Central)
New Member Breakfast Hosted by FEI Dallas Ambassadors
Maggiano’s at Willow Bend, 6001 W. Park Blvd., Plano, TX 75093
New FEI Dallas members from 2021-2023 are invited to join Ambassadors for breakfast to network with other new members, meet your Ambassador and share how they can support you in getting the most value possible from your membership, and learn about select committees and other ways to get more involved.
Open to FEI Dallas members who joined between 2021 and 2023 and chapter Ambassadors
INVITATION ONLY | Invitations will be emailed to eligible attendees. If not received or for more information about the event, please contact Ambassador leaders John Hughes or Carl Saxon.
|
|
|
03.30.23 | 5:30-8:30 p.m. (Central)
Wine Tasting & Dinner 2023 | The Price is Right!
Dallas Arboretum – Rosine Hall, 8525 Garland Rd., Dallas, 75218
Title Sponsor | Regions Bank
Registration for this event is closed.
Eight Featured Wines and pairings will be presented for your tasting pleasure. Like television's longest-running game show, “contestants” who guess closest to the price of a Featured Wine without going over can “Come on Down!” during prize presentations to get your bottle to take home.
Open to FEI Dallas members and sponsors per the guidelines for their sponsorship level. It is not a +1 event.
Pre-registration at the FEI Dallas website required | Event details
Registration for this event is closed.
|
|
|
05.08.23 | 11:00 a.m.-8:00 p.m. (Central) | SAVE THE DATE
Golf Tournament 2023
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor | VIP
11:00-1:00 p.m. | Check-in
11:00-1:15 p.m. | Driving range & putting green open
11:30-1:00 p.m. | Box lunches
11:30-1:10 p.m. | Putting Contest at putting green
1:30 p.m. | Golfers in carts
1:45 p.m. | Shotgun start
Open to FEI Dallas members and sponsors.
Pre-registration at the FEI Dallas website required | Registration pending
Sponsorships available
|
|
|
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. |
|
|
04.18.23 | 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.
Lifting the Curtain on Recruiters
If you are looking for a new job, recruiters should absolutely be a part of your search plan. This presentation will help you maximize and leverage those recruiter relationships.
Tom Delanoy, Partner & COO, Thomas Edwards Group, LLP
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
|
|
|
PARTNER EVENTS & RESOURCES |
|
03.29.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Critical Workforce Trends in 2023
File Your Private Foundation’s Form 990-PF with Confidence
We’ll discuss the top workforce trends and how your organization can prioritize and build a roadmap around: talent acquisition and retention; leadership development; and the future of work.
|
|
|
03.30.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
File Your Private Foundation’s Form 990-PF with Confidence
After completing this training, participants will be able to identify the trickiest spots of the Form 990-PF; discuss updates to the form in the last couple years; and identify sections in the form that can be completed in more than one way.
|
|
|
03.30.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Improve Your Business with Financial Transformation
We’ll discuss how financial transformation and change management can improve your finance and accounting function to provide greater value for your organization.
|
|
|
04.04.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Retail: Get Your Excess Inventory Back on Track
We’ll discuss how to use Workday Adaptive Planning to manage inventory, run reports with consolidated data, and make real-time decisions that meet the bottom line at month-end.
|
|
|
04.05.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Worksheets S-10: MAC Audit Update and Future Reporting
After completing this training, participants will be able to describe the S-10 audit process used by MACs and what findings were common during the 2020 round of audits; explain the changes seen in the 2021 round of audits compared to the 2020 audits; summarize lessons learned and recommended practices to incorporate for future uncompensated care (UC) reimbursement; and connect the elements of Transmittal 18 S-10 reporting instructions to the CMS MAC audit practices.
|
|
|
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 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
The Future of Mental Health Telehealth Services
After completing this training, participants will be able to describe upcoming changes related to mental health telehealth services; identify potential risk areas related to telehealth mental health services; and apply strategies and recommended practices for addressing risk areas.
|
|
|
04.19.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
M&A: Why the Race to Close Is Just the Start of the Journey
You’ll learn how to deliver the benefits of an M&A while integrating critical operations and building a strategic platform without negatively impacting the business.
|
|
|
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.
|
|
|
05.02.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Why You Need a Cloud Enterprise Resource Planning System
Our industry professionals will discuss: the ERP system landscape; common system challenges that make organizations switch ERP systems; the many benefits of a cloud ERP solution.
|
|
|
06.07.23 | Presented by TXCPA Dallas
Convergence 2023
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel – The Star, 11 Cowboys Way, Frisco TX 75034
The TXCPA Dallas Convergence program is one of the premier educational events for the North Texas accounting industry. The event will feature five tracks of programming presented by nationally-known experts in their respective fields. 1,200 CPAs are expected to participate, which will include a luncheon on the Cowboys’ practice field highlighted by a keynote address presented by Chad Estis, a member of the 2026 Dallas World Cup Bid Committee.
Early Bird pricing | $150. Discount ends on April 21.
Non-TXCPA Dallas members should enter code “23DALLAS” and checkout.
Overnight accommodations available at the Omni Frisco Hotel for the nights of June 6-7 at a special price of $199 per room. Room reservations can be made until 5:00 p.m. on Friday, May 5, by calling Omni Reservations at (1-800) 843-6664 and mentioning “Convergence 2023”.
|
|
|
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.
|
|
|
|
|
|
|
