North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.

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MONTHLY MEETINGS

Monthly Meetings have concluded for 2022-23 and will resume in September 2023 for FY24. In the meantime, FEI Dallas has many events scheduled over the spring and summer months for education, socializing, and keeping your FEI network vibrant.

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

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

FEI MEMBER DIRECTORY | Members-only access

FEI DALLAS EVENTS LIBRARY | Public access

FEI DALLAS PHOTO GALLERY | SmugMug | Public access

SUMMER PROFESSIONAL DEVELOPMENT SERIES

The FEI Dallas Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, The University of Texas at Dallas, and Emerging Academic Partner Paul Quinn College. We are grateful for their participation and contributions to FEI Dallas. CPE credit will be offered for all programs. Stay tuned, more details to come!

SPECIAL EVENTS

05.17.23 | 5:30 p.m. (Central) New Member Event: Frisco RoughRiders Game Riders Field, 7300 RoughRiders Trail, Frisco, TX 75034 The FEI Dallas Ambassador Team is hosting a fun, casual night at the Frisco RoughRiders on May 17th! FEI Dallas members who joined between 2021 and 2023 and chapter Ambassadors are invited. Your ticket to the game and food and drink are at no cost to you. Feel free to wear Frisco Rough Riders or Texas Rangers gear! We have reserved the Covered Wagons in which we can mix & mingle with fellow new members and the Ambassador Team. We will enjoy classic ballpark food, beer, wine and soda – all with a great view of the game.  Feel free to arrive early when the gates open at 5:30 p.m. to mix & mingle and enjoy food and drink. The first pitch is at 6:30 and the game should be over by about 9:15.   For more information about the event, please contact Ambassador leaders John Hughes or Carl Saxon. Please ensure to accept or decline the meeting invitation and use the send a response option so we can track the RSVPs. We look forward to seeing you for a great evening at the Frisco Rough Riders game on May 17th!

CAREER EVENTS

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.

05.16.23 | 5:30-8:00 p.m. (Central)  Monthly Career Management Meeting with FENG Hosted by Bank of Texas Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room Free parking if departing after 6:00 p.m. Emotionally Intelligent Communication Communication is something we all do every day. We communicate at work and at home, even with our pets. Yet, it is far and away one of the most difficult skills we can ever seek to learn. So many opportunities for conversations to go right or wrong. So many ways to change the meaning of words, intentions, and actions. In this session we will talk about the obstacles to good communication, how to improve your intentions with communication, and how to make every conversation lead to results. Stevie Dawn Carter, PhD | CEO, Stevie Dawn Inspires, LLC   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 Event details and registration

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

SPECIAL INTEREST GROUPS

05.11.23 | 4:30-7:00 p.m. (Central) | 1.0 CPE Private Equity CFO Series                          Interval and Tender-Offer Funds - as an Increasingly Relevant Alternative to PE and VC Funds   Interval funds and tender-offer funds are becoming increasingly relevant alternatives to traditional private equity and venture capital funds. Although they have been around for decades, the changing investment and regulatory landscape for private funds has increased the appeal to alternative asset managers of interval and tender-offer funds, including their ability to reach both institutional and retail investors. Our panel will explore the mechanics of interval funds and tender-offer funds, their appeal, the process for creating one or converting an existing private fund into an interval fund or tender offer fund, the possibility of operating an existing private fund in tandem with an interval fund or tender-offer fund utilizing a co-investment program, and the regulatory requirements of maintaining such a fund, including legal and financial implications. Terrence O. Davis | Shareholder, Greenberg Traurig Scott Murray | Shareholder, Greenberg Traurig Nickolas Davis | Managing Director, Ultimus Fund Solutions 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 sector Pre-registration at the FEI Dallas website required | Event details and registration

PARTNER EVENTS & RESOURCES

05.09.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Economic Update and Real Estate Industry Q&A After completing this training, participants will be able to describe key economic trends affecting the market; define interest rate changes and their impact on inflation; and identify economic challenges and how to address them. Event details and registration

05.09.23 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP WEBINAR CMMC Rule Update – How to Be Prepared Join BDO Cyber leaders as they discuss CMMC level requirements in government contracts and how small businesses can become compliant. Event details and registration

05.10.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR How to File FEMA Applications: COVID-19 and Future Disasters After completing this training, participants will be able to describe the FEMA application process, where to find guidance, eligible expenses, and important deadlines related to the COVID-19 disaster and other eligible events; explain recommended practices for FEMA applications, including documentation needed, and review issues specific to COVID-19; plan for the next disaster to increase your organization’s potential reimbursement and identify how to obtain funding now for disaster preparedness and prevention; describe success strategies; and describe how FEMA awards are audited and know what documents to retain and for how long. Event details and registration

05.10.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP WEBINAR Audit Committee Best Practices for the Oversight of the Internal Audit This program highlight best practices for the audit committee’s oversight of the internal audit function. We will provide an overview of requirements and best practices together with trends impacting today’s internal audit function that audit committees should keep top of mind in addressing common risk areas. Event details and registration

05.11.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR The Inflation Reduction Act: Benefits for Tribes Join Moss Adams and Native American Bank for our webcast, The Inflation Reduction Act: Benefits for Tribes. We’ll discuss how the Inflation Reduction Act breaks the cycle of competitive grant funding, financing opportunities, and how the direct pay provisions put cash directly into Indian Country through investments in: Clean fuels; Carbon reduction technologies; Clean electricity; Green manufacturing; Clean vehicles; Green building and construction. Event details and registration

05.17.23 | 7:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Medicare Regulatory Update: 2021 IPPS Proposed Rule After completing this training, participants will be able to identify key areas of the fiscal year 2024 IPPS proposed rule; navigate the latest updates to Medicare IPPS; and demonstrate next steps and discuss considerations. Event details and registration

05.17.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Tribal Broadband Connectivity Program Updates Join us for our webcast, Tribal Broadband Connectivity Program Updates. We’ll discuss: A review of the guidance for TBCP round one; What’s expected to change in round two from round one; How to assess the feasibility and benefits of the program for your organization; Resources available to assist you—including those from the NTIA and the Federal Communications Commission’s Office of Native Affairs and Policy—and how to best utilize these resources. Event details and registration

05.18.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Spring 2023 Not-for-Profit Accounting and Auditing Update After completing this training, participants will be able to summarize changes to accounting requirements and financial statement presentation; describe recent and new accounting guidance affecting not-for-profit organizations and higher education institutions; and describe new audit standards impacting not-for-profit organizations. Event details and registration

05.23.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Manage Cyber Risk With Confidence Join us for our webcast, Manage Cyber Risk with Confidence. We’ll address the cybersecurity risks your organization could face and steps you can take to protect vulnerable systems and reduce visibility to attackers. We’ll also discuss: cyber risk management, the role of the risk owner, risk scenario development, key risk indicators, and the risk register. Event details and registration

05.23.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP WEBINAR 2023 Internal Audit Webcast Series: Internal Audit of the Future The Internal Audit profession is going through a period of change, coupled with increased expectations on our role to both protect and create value. Some are being fast-tracked as a result of the global pandemic and rapid advances in technology. Some are being driven by regulatory change, and others by demands of wider stakeholders as transformation, climate change, corporate responsibility and transparent governance are all shaping our worlds. Event details and registration

05.24.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Single Audit Overview: Uniform Guidance and Common Findings After completing this training, participants will be able to define what a single audit is more broadly and what to expect when engaging an auditor for the first time; explain some of the types of funding frequently audited under the current federal funding landscape; identify common single audit findings and their causes; and discuss internal control design and operational effectiveness strategies to avoid pitfalls. Event details and registration

05.24.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Office Space Utilization After completing this training, participants will be able to explain the current challenges affecting office space utilization; identify potential office space assessment opportunities for your organization; define how you can transform your office space utilization strategy; and summarize office space design trends. Event details and registration

05.25.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Support Your Real Estate Strategy at Every Stage Our real estate advisory professionals will discuss strategies for staying abreast of current issues in every point of the project lifecycle. Event details and registration

05.31.23 | 7:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR How to Navigate Your Next Employee Benefit Plan Audit After completing this training, participants will be able to describe recent industry developments affecting employee benefit plans; locate resources and templates to help prepare for an employee benefit plan audit; list key recommendations for gathering documents and organization; identify practices to increase audit efficiencies; and explain common challenges in audit preparation and describe how to overcome them. Event details and registration

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.   Event details and registration | Program grid 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”.

06.08.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Spring 2023 Not-for-Profit Tax Update After completing this training, participants will be able to identify IRS’s and the Biden administration’s focus for tax exempt organizations; identify Employee Retention Credit (ERC) considerations; navigate recent IRS updates; and navigate attorney general updates. Event details and registration

06.20.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP WEBINAR Making the Most of Your Microsoft 365 Investment If your organization uses Microsoft 365, you may be missing out on opportunities to fully leverage the tools available to you. Event details and registration

06.21.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP WEBINAR 2023 Tax Strategist Webcast Series: Summer Planning Session Through quarterly webcasts and featured Insights, the BDO Tax Strategist covers important tax topics that help businesses make thoughtful and strategic tax decisions. Event details and registration

07.12.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP WEBINAR Quarterly Technical Update - Q2 2023 Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2023” webcast 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. Event details and registration

07.26.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Governmental Accounting Standards Board Updates After completing this training, participants will be able to identify major revisions in recent pronouncements from the GASB; describe recent statements from the GASB and impact on governmental entities; and identify timeline and steps to prepare for the implementation of the standards. Event details and registration

Resources from Moss Adams 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 Key Takeaways from Little Sandy Coal R&D Tax Credit Appeal Common Workforce Trends in 2023 and How Human Resources Can Navigate Them FAQ About Cost Segregation Studies, and Answers                                   Assess IT Systems Before Implementing a Digital Transformation Strategy Align Internal Processes as You Implement a Digital Transformation Strategy New Mexico Tax Credits to Help Increase Cash Flow for Your Business Cybersecurity Is Key when Implementing a Digital Transformation Strategy Managing Federal Research Grant Funding Through ARPA-H for Life Sciences Fixed Asset Considerations: Bonus Depreciation and Beyond How the New Markets Tax Credit (NMTC) Stimulates Businesses and Communities Fin2023 Financial Services Outlook: Automation, ESG, Digital Assets, and More Section 280G Golden Parachute FAQ How to Navigate Section 382 During an Economic Downturn Updates to SOC 2 Guidance and Points of Focus Common Tax Challenges and Practices Impacting Law Firms

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.

CHAPTER SPONSORS

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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Strategic Partners

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Special Partners

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Winter Social Partner

Academic Partners

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FEI Dallas P.O. Box 801363 Dallas, TX 75380-1363

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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