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Broaden Your Network and Build Deep Professional Relationships – Join an FEI Dallas Committee for 2024-25!
Our members and sponsors maximize the value of their relationships with FEI Dallas when they join a committee. By contributing your expertise and a small portion of your time, you will broaden your network and build deep professional relationships and friendships. FEI Dallas committee members are the reason we can consistently deliver top-notch programming, exciting special events, and numerous networking opportunities throughout the year. In short, FEI Dallas' success depends on our volunteers. Click to learn more at our website under GET INVOLVED.
Contact Emily Colgan, FEI staff member, at emily.colgan@feidallas.org if you are an FEI Dallas member or a representative of one our annual chapter sponsors, and are interested in serving on a committee for the upcoming chapter year, or have questions. Emily will help match your interests with the committees’ needs and get you connected. We are also planning a welcome social for our new board and committee members in late May. We’d love to get you plugged in!
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Monthly Meetings have concluded for 2023-24 and will resume in September 2024 for FY25. In the meantime, remember that FEI Dallas meets year-round with many events between now and fall, including our Golf Outing in May, Special Interest Group meetings, monthly Career Management meetings, and the Summer Professional Development Series hosted by our Academic Partners: University of Texas at Dallas, University of North Texas, University of Dallas, and Paul Quinn College. | | |
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Registration for this event is closed. Current FEI members and chapter sponsors
may contact Jackie Dunn for waitlist availability.
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New Event in the Photo Gallery!
Monthly Meeting | 04.09.24
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Our sponsors support us both with their service and monetarily. Please seek out our sponsors at events, get to know them, and always give them a chance to earn your business. Scroll down for a list of 2023-24 sponsors.
If you need a contact at a sponsor company, refer to the sponsor section in our annual membership directory or contact Jackie Dunn, FEI Dallas Manager.
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2024 FINANCIAL LEADERSHIP SUMMIT | |
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. | | |
Registration is open through the meeting end time. | |
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05.02.24 | 4:30-6:30 p.m. (Central)
G.R.O.W. CFO Series
Summer Happy Hour
Mesero, 5505 Belt Line Road, Dallas, TX 75254
Our last social event for the year is officially here. Join us in enjoying tacos and margaritas as we finish our season with good people and a special treat, a Margarita Making Demonstration. The SIG Steering Committee and Sponsors welcome you! Come learn about our SIG and how you can become more involved for the upcoming 2024-25 Season!
Open to FEI Dallas members and non-members with financial or executive roles with an interest in Growth, Resources, and Opportunities for Women.
Event details and registration
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05.15.24 | 4:30-6:30 p.m. (Central)
Real Estate CFO Series
Let's Get Social!
12 Cuts Brazilian Steakhouse, 18010 Dallas Parkway, Dallas, TX 75287
Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming 2024-25 Season!
Open to FEI Dallas members and non-members with financial or executive roles in the Real Estate sector.
Event details and registration
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05.16.24 | 4:30-7:00 p.m. (Central)
Retail & Restaurant CFO Series
Let's Get Social!
Lupe Tortilla, 4535 Belt Line Road, Addison, TX 75001
Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming 2024-25 Season!
Open to FEI Dallas members and non-members with financial or executive roles in the Retail and Restaurant sectors.
Event details and registration
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05.22.24 | 4:30-6:30 p.m. (Central)
Private Equity CFO Series
Let's Get Social!
Sevy's Grill, 8201 Preston Road, Suite 100, Dallas, TX 75225
Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming 2024-25 Season!
Open to FEI Dallas members and non-members with financial or executive roles in the Private Equity sector.
Event details and registration
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05.23.24 | 4:30-6:30 p.m. (Central)
Technology CFO Series
Let's Get Social!
Blue Mesa Grill, 14866 Montfort Drive, Dallas, TX 75254
Our last social event for the year is officially here. Join us in enjoying nibbles and drinks as we finish our season with good people. The SIG Steering Committee and Sponsors welcome you! Come learn more about our SIG and how you can become more involved for the upcoming 2024-25 Season!
Open to FEI Dallas members and non-members with financial or executive roles in the Technology sector.
Event details and registration
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PARTNER EVENTS & RESOURCES | |
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04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO's Healthcare Trends & topics Webcast Series: Healthcare ESG Readiness
ESG and health equity reporting standards are becoming more robust, impacting healthcare organizations' financial reporting responsibilities. Boards and auditors alike should understand the additional reporting standards, as both can play a role in advocating for and determining those standards.
Event details and registration
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04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Bridge Health Care Staffing Gaps With Outsourced Accounting
Health care organizations can leverage outsourced accounting and finance roles to manage labor shortages and focus on patients and business.
Event details and registration
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05.02.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
PCAOB: Controls, Inspections & the Impact on External Audit
Following auditor guidance can help companies refine Sarbanes-Oxley Act (SOX) Section 404 programs to navigate risks and streamline operations.
Event details and registration
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05.07.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
What to Know About 280G Golden Parachute and When It Applies
Internal Revenue Code Section 280G can cause unintended consequences to management and the company during your business transaction. Learn more.
Event details and registration
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05.08.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Artificial Intelligence as a Competitive Advantage
Enhance your decision-making and increase daily output when you embed artificial intelligence tools into your business processes. Learn more.
Event details and registration
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05.10.24 | Presented by TXCPA Dallas
CONFERENCE
Convergence 2024
8:00 a.m.-5:00 p.m. | 8 CPEs available
Sheraton Dallas Hotel, 400 N. Olive St., Dallas, TX 75201
This year’s conference is comprised of five tracks, 26 sessions in all, including a presentation titled, From Transactions to Transformations: Charting Success with the Subscription Model, by our luncheon keynote speaker Ron Baker, Founder of Verasage Institute. This premier educational event features many nationally-noted authorities presenting timely and informative classes on accounting, finance, legislative, tax and legal topics of importance to the accounting and financial services industries.
Event details | Program grid
FEI Dallas members who are not members of TXCPA qualify for the special Partner Organization rate of $150 and should contact Laura McFadden to register. Note that this is Early-Bird pricing, price will increase by $35 on March 31.
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05.14.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Jump-Start Your ESG Reporting
Streamline and enhance your reporting with an improved environmental, social, and governance (ESG) strategy that uses technology. Learn details.
Event details and registration
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05.16.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Strategies to Improve SOX 404 Compliance
Organizing your Sarbanes-Oxley Act Section 404 (SOX 404) program can help prevent employee burnout and reduce costs. Learn more.
Event details and registration
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05.22.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation
Join BDO Private Client Services professionals as they discuss income tax and gift tax considerations when assisting the next generation with home purchases, while safeguarding and growing wealth for subsequent generations.
Event details and registration
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06.11.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Realize Your Tax Benefits With IRC Section 382
Don’t miss potential tax benefits from limitations that could apply to your net operating losses, credits, and other carryforwards.
Event details and registration
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2024 Robert Half Salary Guide
Welcome to the 2024 Salary Guide from Robert Half. Whether you’re a hiring manager, business owner, tenured professional or job seeker, our 2024 Salary Guide has you covered.
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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.
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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
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FEI LEARNING OPPORTUNITIES | |
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 | | |
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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
Jackie Dunn, FEI Dallas Manager
214-789-8999
Creative Services
Sharla Hibberd
Plan A Creative Design, LLC
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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.
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