FEI Dallas | UPCOMING EVENTS

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.

AUGUST 2 | 7:30-9:45 a.m. | 2 CPEs

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

Registration open through 07.26.23

AUGUST 9 | 8:00-9:45 a.m. | 1.5 CPEs

Presented by Paul Quinn College

Location – First United Bank-Parkwood, Plano

ChatGPT: What Does It Mean to Be Human?

Generative AI is changing the way the world views work. This fundamental shift in commerce needs to be understood to successfully use it in our workplaces. Organizational leaders need to determine what things we are willing to give away to AI and what things do we wish to retain. What is the future of work in the world of AI?

Dr. Jennifer Vidrine, Ph.D. | Vice President of Academic Affairs & Chief Academic Officer

Paul Quinn College

Event details and registration | Breakfast available

Registration open through 08.02.23

PAST EVENTS

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 – 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

Slides for this program are not available for download.

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.

Richard Cazier, Ph.D. | Associate Professor, UNT Accounting Dept.

The slides for this event can be downloaded from the FEI Dallas EVENTS LIBRARY

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.

IMPORTANT SCHEDULE CHANGE | Monthly meetings will be on 2nd Mondays in 2023 and on 2nd Tuesdays in 2024 unless otherwise noted in the schedule below.

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

FEI Dallas Monthly Meeting Schedule 2023-24

2023 | Meetings will be on 2nd Mondays in 2023 unless otherwise noted

September 11

October 9

November 6 | First Monday due to club availability

2024 | Meetings will be on 2nd Tuesdays in 2024 unless otherwise noted

January 9

February 13

March 5 | First Tuesday due to Spring Break

April 9

FEI MEMBER DIRECTORY | Members-only access

FEI DALLAS EVENTS LIBRARY | Public access

FEI DALLAS PHOTO GALLERY | SmugMug | Public access

CAREER EVENTS

Career Management meetings are held on the 3rd Tuesday of each month year-round in association with The Financial Executives Networking Group (FENG), hosted by Bank of Texas in the Ground Floor Conference Room at Sherry Lane Place unless otherwise noted. Meetings are open to FEI Dallas and Fort Worth members, employed or unemployed, and members of the DFW FENG. 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.

08.15.23 | 5:30-8:00 p.m. (Central)

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.

Mirror Image Groups

Forming a Mirror Image Group can speed up the job search process and provide valuable job leads and support. This program will cover how Mirror Image Groups can help high-level job seekers, including how to administer and run an effective group, and will discuss suggested requirements, protocol, and expectations.

Bob Walker, FEI Dallas Career Management Chair

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