North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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 | Registration open through 6.13.23
Presented by The University of Texas at Dallas, Jindal School of Management, Executive Education
Location – Jindal School of Management, 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 | Registration open through 7.13.23
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.
Richard Cazier, Ph.D. | Associate Professor, UNT Accounting Dept.
Event details and registration | Breakfast available
 
AUGUST 2 | 7:30-9:45 a.m. | 2 CPEs | Registration open through 7.26.23
Note date change from previously published August 3.
Presented by the University of Dallas, Gupta College of Business
Location – Gupta College of Business, University of Dallas, Irving
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
Event details and registration | Breakfast available

 
SAVE THE DATE
 
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
FEI Dallas Career Management Monthly Meeting Schedule 2023-24
FEI Dallas Monthly Career Management Meetings are held in association with The Financial Executives Networking Group (FENG). Meetings are held in the ground floor conference room at Sherry Lane Place unless otherwise noted.
 
2023
June 20
July 18
August 15
September 19
October 17
November 21
December 19
 
2024 
January 16
February 20
March 19
April 16
May 21
June 18
PARTNER EVENTS & RESOURCES
06.13.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Renewable Energy Opportunities for Agribusiness
After completing this training, participants will be able to identify how renewable energy ties into agribusiness and how your clients can benefit from sourcing and developing renewable power generation, including solar, wind, and renewable natural gas; explain an overview of tax and other incentives available to users of these technologies under the Inflation Reduction Act; and describe the requirements and qualifications needed to receive these credits and incentives.
06.14.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Key Elements of Successful Grant Compliance Program
After completing this training, participants will be able to discuss grant compliance and its importance; identify grant compliance requirements; identify some of the most common pitfalls in grant administration; and describe steps your organization can take to prioritize grant compliance.
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 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Strategies to Mitigate Common Workplace Challenges
After completing this training, participants will be able to identify key trends affecting the public sector; explain public sector employees’ view; and describe how the public sector is addressing workforce issues.
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.
06.22.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Mitigate Business Risk with Internal Controls
After completing this training, participants will be able to identify the four foundational controls that can provide the most impact in managing risk; identify common pitfalls in the application of each of these four controls; and explain how to apply the foundational controls within their organization.
06.27.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Cryptocurrency in Not-For-Profit and Higher Education
After completing this training, participants will be able to define cryptocurrency and identify the major types of cryptocurrencies; identify circumstances when organizations may consider using cryptocurrency; discuss strategies to consider when setting an up organization to accept cryptocurrency; and discuss recent volatility and the collapse of FTX on the decision to adopt cryptocurrency.
06.29.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Raise Money Without Losing Control of Your Business
After completing this training, participants will be able to list different types of financing options available; examine various investors in the marketplace; and distinguish what activities will allow you to keep control of your business.
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.
07.19.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Drive Digital Strategy and Transformation for HR
After completing this training, participants will be able to discuss the purpose of digital transformation; summarize the benefits of digital strategy for HR; share leading practices of digital strategy and transformation for HR; describe the building blocks of digital strategy for HR; and design a leading practice digital strategy for HR.
07.20.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Improve Equity in Government Programs and Services
After completing this training, participants will be able to define the purpose and benefits of an equity assessment; explain ways an equity assessment can be scoped; and identify strategies for successfully conducting an equity assessment.
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.
07.27.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Indirect Costs: Not-For-Profits, Governments, and Tribes
After completing this training, participants will be able to review the difference between using the de minimis rate and obtaining an approved rate; summarize how indirect costs are calculated; evaluate current direct cost base structure and consider alternative options.
08.09.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Key Internal Controls for Fraud Detection and Prevention
After completing this training, participants will be able to identify fraud risk factors; identify ways to recognize common fraud schemes and red flags; and identify the role internal controls plays in preventing and detecting fraud.
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
Academic Partners
Emerging Academic Partner
Communications Sponsors
Membership Information