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FEI Member Satisfaction and Needs Assessment Survey

Open through Friday, June 28, 2024

FEI Dallas Members – Please take 4 minutes to complete the FEI Member Satisfaction and Needs Assessment Survey. Your feedback is essential in helping build the programs and services to meet our needs and advance the profession. Note that the survey covers questions about FEI National and your local chapter.  

The survey will remain open through Friday, June 28.  

Note – This survey seeks responses only from FEI Dallas members. FEI Dallas sponsors and others should not complete this particular survey.

SUMMER PROFESSIONAL DEVELOPMENT SERIES

A very exciting Summer Series is in the works with breakfast programs presented by FEI Dallas Academic Partners: The University of Texas at Dallas, University of North Texas, and the University of Dallas. Stay tuned for more details and registration information. 

 

Summer Series meetings are open to FEI Dallas members, chapter sponsors, and prospective members and other non-members by invitation per our guest policy. FEI Dallas members may invite your financial staff to accompany you to Summer Sessions at no charge. Pre-registration required for all attendees.

                                                                  

OPEN FOR REGISTRATION

 

06.20.24 | 7:30-9:45 a.m. | 2 CPEs 

Presented by The University of Texas at Dallas, Executive Education

Location – Jindal School of Management, UT Dallas, Executive Education Dining Room, Richardson

Investing in Artificial Intelligence

This program will identify areas where corporate value has been created, why value is emerging, and the areas where value will be created for using companies - the ultimate investors in AI. This will contrast to many recent panels which concentrate on the necessity for rapid AI adoption and on the organizational implementation of AI. The program will concentrate on a better understanding of AI’s evolution and the emerging value chain.

David Springate, Ph.D. | Director, Center for Finance Strategy & Innovation; Emeritus Finance Professor, University of Texas at Dallas

Elizabeth Jones | Associate Director, Center for Finance Strategy & Innovation; Adjunct Professor, University of Texas at Dallas

Babar Bhatti | Data and Customer Success Manager, IBM

Abhi Ingle | Board Member, Dallas AI

Cuneyd Kaya | Director Analyst, Artificial Intelligence, Gartner

Sushil Ahuja | Deals Partner and HR Transformation Practice Leader, PwC

Event details and registration | Registration extended to 06.17.24

 

                                                                  

SAVE THE DATES

 

07.24.24 | 7:30-9:45 a.m. | 2 CPEs 

Presented by the University of North Texas, G. Brint Ryan College of Business, Center for Energy Accounting & Sustainability

Location – Frisco Landing, Frisco

Strategic Insights for Financial Leaders: Adapting to Consumer Financial Protection Bureau Trends

This program is designed to provide a deep dive into the evolving landscape of consumer financial protection. Our panel of experts will explore a variety of pressing issues currently shaping the regulatory environment, notably the implications of Dodd-Frank Section 1071 and the recent decision from the U.S. Supreme Court that could significantly impact financial practices.

 

The discussion will delve into the latest litigation and regulatory actions targeting late fees and other "junk fees" that affect consumer finances. Panelists will analyze these developments through multiple lenses—legal, regulatory, and business—to provide a holistic view of the challenges and opportunities these trends present. Additionally, the session will cover emerging developments from the Consumer Financial Protection Bureau (CFPB), offering attendees strategic insights on how to adapt their practices to align with new regulations and consumer expectations.

 

This session will equip financial leaders with the knowledge and strategies needed to navigate the complexities of the current financial regulation climate, ensuring they are well-prepared to adjust their operations and policies in response to these critical changes. 

 

 

08.07.24 | 7:30-9:45 a.m. | 2 CPEs

Presented by the University of Dallas

Location – Irving campus

MONTHLY MEETINGS

Monthly Meetings have concluded for 2023-24 and will resume in September 2024 for 2024-25. Monthly meetings are held at Northwood Club in North Dallas, starting with a Professional Development Session followed by a Networking Social and Dinner Meeting. Monthly Meetings are held on Tuesdays unless otherwise indicated, from September to April except December. Meetings are open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation.

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.

CAREER EVENTS

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.

REGISTER

Registration is open through the meeting end time.

SPECIAL INTEREST GROUPS

06.20.24 | 4:30-6:30 p.m. (Central)

Technology 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 Technology sector.

Register by 06.17.24 | Event details and registration

06.27.24 | 4:30-6:30 p.m. (Central)

Energy CFO Series

Let's Get Social!

Dallas Country Club, Founders Room, 4155 Mockingbird Lane, Dallas, TX 75205

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 Energy sector.

Register by 06.25.24 | Event details and registration

PARTNER EVENTS & RESOURCES

06.18.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Understanding New Cybersecurity Frameworks and Regulations

With new cybersecurity frameworks and regulations, it's important to identify which functions can further your program and what governance principles apply.

Event details and registration

06.18.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Identify Top Risks for Your Health Care Organization

Protect your health care organization by implementing strategies to identify and monitor enterprise-wide risks. Learn more.

Event details and registration

06.20.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Selecting the Right ERP for Your Construction Business

Choose the right enterprise resource planning (ERP) system to help align your business processes for informed decisions.

Event details and registration

06.20.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Adopting the Current Expected Credit Losses (CECL) Standard

Current expected credit losses (CECL) guidance impacts not-for-profit and higher education institutions’ evaluation of financial assets. Learn more.

Event details and registration

06.20.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Webcast Series: Navigating the IRS: An Update on IRS Exams, Trends, and Hot Topics

Join us as a panel of BDO professionals share practical insights on important tax topics that help businesses make informed, strategic tax planning decisions.

Event details and registration

06.25.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Internal Audit Webcast Series: From AI to IA: How Internal Audit Can Adopt and Address the Risk of Artificial Intelligence

As companies are shifting from manual to more systematic and automated processes through the use of Artificial Intelligence, there are numerous considerations of which internal audit team members should be aware.

Event details and registration

06.26.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Cross-Border Webcast Series: Summer Planning Session

Join us as BDO professionals provide an update on international tax and transfer pricing developments affecting tax planning for multinational companies.

Event details and registration

06.26.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Creative Capital Strategies for Life Sciences Companies: Maximizing Funding Opportunities Throughout the Development Process

In the rapidly evolving landscape of the life sciences sector, securing funding is a critical step for the success and growth of companies.

Event details and registration

07.10.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update – Q2 2024 (Live Session)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2024” 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

07.11.24 | 6:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Quarterly Technical Update – Q2 2024 (Rebroadcast 1)

Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2024” 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

07.11.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

2024 Revisions to OMB Uniform Guidance

Regarding Office of Management and Budget (OMB) revisions to Uniform Guidance, learn the key takeaways that could help you find funding for your organization.

Event details and registration

07.11.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams

WEBINAR

Find Business Value with AI and Machine Learning

Reduce costs and make informed business decisions with data driven analytics powered by machine learning. Learn more.

Event details and registration

07.16.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Governmental Accounting Standards Board Updates

Governmental Accounting Standards Board (GASB) updates could impact your governmental entity’s financial reporting. Learn more.

Event details and registration

07.17.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q2 2024 IFRS Quarterly Update (Live Session)

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.

Event details and registration

07.18.24 | 3:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Q2 2024 IFRS Quarterly Update (Rebroadcast)

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.

Event details and registration

07.23.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: Addressing AI Bias in Healthcare

Healthcare leaders would be wise to take stock of where health equity stands at their organizations as CMS and OIG audits become more prevalent. Additionally individual payers are starting to focus on the health equity shown by providers, and providers will need to provide metrics and evidence of progress.

Event details and registration

Partner Resources

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.

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.

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

Resources from Moss Adams

Impacts of IRS Developments on the Employee Retention Tax Credit (ERTC)

GASB Issues Guidance Requiring Governments to Disclose Certain Risks

ASB Issues Standard to Enhance Transparency of Income Tax Disclosures

FASB Provides Measurement Guidance for a Joint Venture Upon Formation

New for 2024: Corporate Transparency Act and Beneficial Ownership Reporting

IRS Provides Guidance on Domestic Content Requirements for Applicable Entities

IRS Preregistration Portal Opens for Elective Payment and Transfer Tax Credits

The FASB Issues Amendments to Improve Reportable Segment Disclosures

Tips to Navigate M&A in Agribusiness: From Pre-Transaction to Due Diligence

Updates to the New ISO 27001 Standard and Controls and How to Transition

How Government Contracts Can Unlock Business Opportunity and Stability

3 Valuation Techniques for Your Telecommunications Company

Tax Benefits of REITs for Real Estate Firms, Sponsors, and Investors

Tax and Other Considerations in Selling or Gifting a Trucking Business

What to Know About a Quality of Earnings Report in Pre-Sale Due Diligence

Preparing for a Successful Sale: Understand Business Transaction Readiness

Technology Is a Key Consideration when Selling Your Trucking Business

Combat Climate Change in Real Estate with Energy Efficient Tax Incentives

Broadband Industry Market & Transaction Trends 2023 Update

Impacts of Inflation Reduction Act Funding on IRS Spending Plan

Executive Summary: SEC Comment Letter Trends Among Life Sciences Companies

Improving Equity in Government Programs and Services

Understanding ASC 842 and GASB 87 Lease Accounting Standards for Lessees

What to Consider when Estimating the Value of Your Trucking Business

How to Find Consistency Working with Third-Party Security Assessment Firms

Manage Your Credit Risk Without Overburdening Your Resources

Infographic on How Designers Could Benefit From Section 179D Tax Deduction

Impacts of AI Development on the R&D Tax Credit and Other Credits

Risk Management Strategies for Newly High-Risk Areas in Financial Institutions

Impacts of SECURE 2.0 and Qualified Charitable Distributions on Fundraising

Centers for Medicare & Medicaid Services (CMS) Transmittal 18 FAQ

The Corporate Transparency Act: Top 5 Considerations for Foreign Investors

Talent Acquisition Strategies for Human Capital Management

Harness Intelligent Automation to Streamline Your Business Processes

CMS Publishes 2021 Supplemental Security Income Ratios

Not-for-Profit Management Succession Planning on a Short-Term Schedule

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

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

Chapter Contact 

Jackie Dunn, FEI Dallas Manager

214-789-8999


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