North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
Reminder – Headshots are Ready! – Special Pricing Available
If you had your headshot taken at our monthly meeting on April 10 and would like to get a copy for your personal use, click the link below to view and order. If you aren’t happy with your headshot, let the photographer know what specifically you would like to change. He’ll try to make the adjustment and place your updated headshot in the gallery as an additional version.  
 
james edward Creative
214.878.6008 (direct)
 
Special pricing is in effect for headshots taken at this meeting as follows:
$95 expires June 2, then
Price reverts to the normal $250
SUMMER PROFESSIONAL DEVELOPMENT SERIES
A very exciting Summer Series is in the works with breakfast programs presented by our Academic Partners: The University of Texas at Dallas, University of North Texas, University of Dallas, and Emerging Academic Partner Paul Quinn College. Stay tuned for more details and registration information. Stay tuned, this information will be updated as details lock in.

 
OPEN FOR REGISTRATION
 
JUNE 20 | 7:30-9:45 a.m. | 2 CPEs
Presented by The University of Texas at Dallas, Jindal School of Management, Executive Education
Location – UT Dallas, Richardson
Macro Economic Outlook
This program will cover the current situation and outlook for the U.S. macro economy during these changing and uncertain times. 
Stephen Kiser, Ph.D. | Economic Lecturer, UT Dallas Executive Education Program
Event details and registration | Breakfast available
 
JULY 20 | 7:30-9:45 a.m. | 2 CPEs
Presented by the University of North Texas, G. Brint Ryan College of Business, Institute of Petroleum Accounting
Location – Frisco Landing, Frisco
The Role of the Press in Setting Narratives in Financial Markets
This workshop will explore the role of the financial press as an information intermediary between corporations and investors. It will highlight how the financial press improves market liquidity by leading to a better-informed investor base. It will also provide insight into how slanted media coverage potentially distorts investors’ perceptions of financial events. Finally, it will provide an overview of how media coverage surrounding negative corporate events can influence non-market outcomes such as litigation risk.
Dr. Richard Cazier | Associate Professor, UNT Accounting Dept.
Event details and registration | Breakfast available

 
SAVE THE DATES
 
AUGUST 2 | 7:30-9:45 a.m. | 2 CPEs
Note date change from previously published August 3.
Presented by the University of Dallas
Location – Irving campus
Tax Complexity: How It Started, How It Grows, How It Can Be Limited
The US Tax Code continues to grow more complex each year. How did it start? Why does it continue to grow? How can you reduce complexity on your tax return? Are there any ways to reduce or deferred your annual federal income tax liability because of complexity? We hope to cover any these questions and more in our program.
Robert Walsh, Ph.D. | Associate Professor of Accounting, University of Dallas
 
AUGUST 9 | Breakfast Meeting | 2 CPEs 
Presented by Paul Quinn College
Location – First United Bank-Parkwood, Plano

 
The Summer Series is open to FEI Dallas members*, chapter sponsors, and prospective members and other non-members by invitation per our guest policy. Pre-registration required for all attendees.
* FEI Dallas members can invite your financial staff at no charge!
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 at Northwood Club in North Dallas unless otherwise noted. Meetings include a Professional Development Session followed by a Networking Social and Dinner Meeting with the Keynote presentation. Up to 2.5 CPE credits may be earned at each meeting. 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 FEI Dallas website.  www.feidallas.org
Now Available! | Golf Tournament 2023, May 8 @ Cowboys Golf Club
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.
06.20.23 | 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.
Reading Body Language for Success in Business 2.0
Kendall Helfenbein will give a brief introduction about why humans use body language and facial expressions more than words. Several example of body language will be shown in business settings to help understand their meaning. A listing of positive and negative body language signals during a job interview will be handed out for your reference.
Kendall Helfenbein, CFO, Vandelay Hospitality 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.
Pre-registration at the FEI Dallas Chapter website required for CPE eligibility
07.18.23 | 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.
ChatGPT for Job Search Success
Through a comprehensive exploration of ChatGPT, this course offers a practical introduction to the world of Generative AI. Participants will learn how to utilize ChatGPT as a valuable tool in their job search activities, leveraging its capabilities to research organizations, develop their personal brand, prepare for interviews, and draft business communication. The course will also shed light on the limitations of this technology, fostering a critical understanding of its strengths and weaknesses. Participants will also delve into the art of crafting effective prompts, enhancing their ability to extract relevant and meaningful information from ChatGPT. With its hands-on approach and emphasis on real-world examples, "ChatGPT for Job Search Success" empowers participants to stand out in the competitive job market by harnessing the potential of AI in their career endeavors.
Rusty Wright, RW Consulting
 
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
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
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.
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.
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.
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.
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.
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.
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”.
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.
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.
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.
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.
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.
Resources from Moss Adams
FAQ About Cost Segregation Studies, and Answers                                  
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.
Chapter Title Sponsor
Strategic Partners

Special Events Partner
Platinum Sponsors
Special Partners
Mentoring Partner
Golf Tournament Partner
Winter Social Partner
Academic Partners
Emerging Academic Partner
Communications Sponsors
Membership Information


FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
Chapter Contact 
Jackie Dunn, Chapter Manager
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.

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