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SUMMER PROFESSIONAL DEVELOPMENT SERIES

FEI Dallas Summer Series programs are presented by our Academic Partners: The University of Texas at Dallas, University of North Texas, and the University of Dallas. 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 is required for all attendees.

                                                                  

OPEN FOR REGISTRATION

 

08.07.24 | 7:30-9:45 a.m. | 2 CPEs

Presented by the University of Dallas, Satish & Yasmin Gupta College of Business

Location – Irving campus, SB Hall

Enhanced Performance Management and Incentive Targeting: The Role of Accounting 

Most often than not, the accounting function is relegated to financial recording and reporting, without actively participating in performance management. Yet, Key Performance Indicators (KPIs) that measure organizational performance such as Earnings Before Interest, Depreciation, and Amortization (EBITDA), reported by the accounting function play a critical role in incentive compensation. The human resource function traditionally handles performance management, the strategy function organizational strategy, and the accounting function (accrual of incentive compensation—part of financial recording and reporting). Whereas these unique functional areas seem unrelated on the surface, they are intertwined when it comes to goal setting, feedback, performance evaluation, and employee rewards (incentive targeting). This program (presentation) focuses on the need to bring these major functional areas together to effectively determine incentive compensation from the macro (corporate) level to the micro (individual) level.  

Dr. Enoch Kusi Asare, CPA | Assistant Professor of Accounting, University of Dallas

Event details and registration Registration open through EOB Thursday, August 1



PAST EVENTS


08.07.24 | 7:30-9:45 a.m. | 2 CPEs

Presented by the University of Dallas, Satish & Yasmin Gupta College of Business

Location – Irving campus, SB Hall

Enhanced Performance Management and Incentive Targeting: The Role of Accounting 

Most often than not, the accounting function is relegated to financial recording and reporting, without actively participating in performance management. Yet, Key Performance Indicators (KPIs) that measure organizational performance such as Earnings Before Interest, Depreciation, and Amortization (EBITDA), reported by the accounting function play a critical role in incentive compensation. The human resource function traditionally handles performance management, the strategy function organizational strategy, and the accounting function (accrual of incentive compensation—part of financial recording and reporting). Whereas these unique functional areas seem unrelated on the surface, they are intertwined when it comes to goal setting, feedback, performance evaluation, and employee rewards (incentive targeting). This program (presentation) focuses on the need to bring these major functional areas together to effectively determine incentive compensation from the macro (corporate) level to the micro (individual) level.  

Dr. Enoch Kusi Asare, CPA | Assistant Professor of Accounting, University of Dallas

Event details and 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

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 second 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.

FEI Dallas Monthly Meetings 2024-25

2024

September 10

October 9 (Wednesday)

November 12

2025

January 14

February 11

March 11

April 8

Our sponsors support us with both 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.

09.17.24 | 5:30 - 8:00 p.m. (Central) | 1.5 CPEs

Career Management Meeting with FENG

Hosted by Bank of Texas and VIP, a SMITH+HOWARD Company

Sherry Lane Place, 5956 Sherry Lane, Dallas, TX 75225

Free parking if departing after 6:00 p.m.

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 | Registration information pending

Career Management Monthly Meetings 2024-25

Career Management meetings are held on the 3rd Tuesday of each month year-round in association with The Financial Executives Networking Group (The FENG) hosted by Bank of Texas and VIP, a SMITH+HOWARD Companyin the Ground Floor Conference Room at Sherry Lane Place unless otherwise noted. Meetings are open to members of FEI Dallas and Fort Worth, employed or unemployed, and DFW FENG members. CPE credit is available to FEI members who register in advance at the FEI Dallas website. Registration is open through the end of the meeting. FENG members do not receive CPE credit and do not need to register.

Career Management meetings are not just for job seekers!

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 sold qualified applicants for openings on their financial team.

2024-25 Schedule

2024

July 16

August 20

September 17

October 15

November 19

December 17

2025

January 21

February 18

March 18

April 15

May 20

June 17

PARTNER EVENTS & RESOURCES

08.14.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

The Future of Family Offices: Navigating Trends and Best Practices for Long-Term Success

A diverse team of family office professionals will discuss the latest trends in the Family Office industry and make recommendations for how to adapt to position the family office for long-term success.

Event details and registration

08.20.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Tax Credit Monetization: Using Technology to Unlock Value

Join us to discuss how the Inflation Reduction Act opened new avenues for businesses to monetize tax credits. We will explore using technology to analyze the large data sets required to help maximize tax credit benefits.

Event details and registration

08.21.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Fraud Schemes Targeting Higher Education

Learn more about fraud schemes targeting higher education institutions, how to recognize them, and the impacts of fraud.

Event details and registration

08.22.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

International Trade Compliance and Lessons Learned From Recent Enforcement Trends

Event details and registration

08.27.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Transaction Cost Analysis Considerations

Business transactions can be expensive. Mitigate your costs with available tax deductions, documentation strategies, and more.

Event details and registration

09.05.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

How to Create Inclusive Boards and Committees

Event details and registration

09.11.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Webcast Series - Fall Planning Session

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

09.17.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: The Margin Erosion Crisis: Understanding and Acting on Healthcare’s Financial Dilemma

Join us as we dissect these complex and critical issues and explore actionable solutions to ensure healthcare providers can chart a course towards a more sustainable future.

Event details and registration

09.17.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Qualified Small Business Tax Strategies

Available tax savings opportunities under IRC Section 1202 could benefit your business transaction. Learn more.

Event details and registration

09.18.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Private Equity Webcast Series: Fall Planning Session

Join us as a panel of BDO professionals share practical insights around potential planning opportunities and other tax considerations for private equity funds and businesses.

Event details and registration

09.24.24 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Internal Audit Webcast Series: ESG Reporting: How to Navigate the Evolving ESG Regulatory Landscape and the Role of Internal Audit

Reporting on Environmental, Social and Governance (ESG) is important to many stakeholders including investors, customers, employees, and partners.

Event details and registration

09.25.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Tax Strategist Cross-Border Webcast Series: Fall 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

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

FEI LEARNING OPPORTUNITIES
FEI DALLAS 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.
Title Sponsor
Strategic Partners
Special Events Partner
Platinum Sponsors

Special Partners

Academic Partners

Communication Partner

Chapter Information

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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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