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MONTHLY MEETINGS
 

Registration for this meeting is closed. Current FEI members and chapter sponsors

may contact Jackie Dunn for waitlist availability.

10.09.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

Monthly Meeting

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240

 

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

ESG for Middle Market Companies – What do you need to know?

Presented by BDO

Aurora Bardoneschi, ESG & Sustainability Director

Rizwaan Sahib, Managing Director ESH & Sustainability

Karen Baum, Managing Partner, Sustainability & ESG Services

Ashley Hetrick, Principal


5:15-6:20 p.m. Networking Social

6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

Energy Markets Update

Mark Gunnin | CEO, Hunt Oil Company

 

Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation 

Pre-registration at the FEI Dallas website required | Registration pending
 

FEATURED EVENT
Register
 
 
Contact Jackie Dunn
 
 

SPECIAL EVENTS

9.28.23 | 7:30-9:30 a.m. (Central)

New Member Breakfast hosted by FEI Dallas Ambassadors

Maggiano’s at Willow Bend, 6001 W. Park Blvd., Plano, TX 75093

New FEI Dallas members who joined after June 2022 are invited to join chapter Ambassadors for breakfast, to network with other new members, meet your Ambassador and share how they can support you in getting the most value possible from your membership, learn about select committees and other ways to get more involved.

 

Open to FEI Dallas members who joined after June 2022 and chapter Ambassadors.

INVITATION ONLY | Invitations will be emailed to eligible attendees. If not received or for more information about the event, please contact Ambassador leaders John Hughes or Carl Saxon.
 
CAREER EVENTS
 
Register

10.17.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs

Career Management Meeting with FENG

How to Be an Engaging Job Candidate

Adam Tarnow | Founder, Adam Tarnow & Company LLC

Event details and registration
 
PARTNER EVENTS & RESOURCES
 

09.12.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Price Transparency: Comply and Flourish Under the New Rules

Learn price transparency rules, their impact on payer-provider relationships, and how health care providers can create a patient-centric health system. 

Event details and registration

09.12.23 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Navigate Change with Regulatory Accounting for Utilities

Regulatory accounting is a tool utilities can use to manage differences between accounting standards and rate-setting. Learn details. 

Event details and registration

09.13.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Construction Contract Controls for Higher Education Projects

Learn more about recommended practices and controls that support successful construction projects for higher education.  

Event details and registration

09.19-20.23 | 11:00 a.m.-5:00 p.m. (Central) | 9.5 CPEs | Presented by Moss Adams

ONLINE CONFERENCE

2023 Private Foundation Conference

Explore topics to help you navigate your private foundation’s financial and operational complexity at our annual virtual conference.  

Event details and registration

09.20.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Enhance Internal Controls and More with Lean Principles

You can apply lean principles to solve problems and improve internal controls within your organization. Learn details. 

Event details and registration
09.20.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Board’s Role in Post Close Integration Activities
Join BDO’s 9/20 webcast for insights on the board’s role surrounding post-close integration activities.
09.26.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Robotic Process Automation: Risk and Audit Considerations
Robotic Process Automation (RPA) is technology that allows companies to build, deploy and manage software robots that emulate human actions interacting with digital systems and software. The planning phase of an RPA program is the perfect opportunity for Internal Audit teams to identify risks and make sure the right controls are in place, thereby setting programs up for success from the start.

09.27.23 | 10:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Sarbanes-Oxley Act (SOX) Emerging Areas and Hot Topics

Is your company prepared for its next 10-K audit? Watch our webcast to learn more about emerging focus areas for Sarbanes-Oxley Act (SOX). 

Event details and registration
09.27.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Webcast Series: Fall 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.

09.28.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Wine, Beer, and Spirits Industry Tax Credits and Incentives

Your wine, beer, and spirits business might still be eligible for the Employee Retention Tax Credit and other incentives. Learn more. 

Event details and registration

10.04.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Challenges and Opportunities Affecting the Future of Cities

Living and working in and around cities will impact how we view the urban experience in the years to come. Learn more. 

Event details and registration

10.05.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Agribusiness Industry Tax Credits and Incentives

Your agribusiness company might still be eligible for the Employee Retention Tax Credit and other incentives. Learn more. 

Event details and registration

10.10.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Economic Update: Has the Recession Been Canceled?

While a recession was expected in 2024, some economists believe economic conditions have sufficiently changed to avoid this. Learn more. 

Event details and registration

10.12.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Budget Strategies for Higher Education

Explore popular budgeting models higher education institutions use to manage income and expenses—while fulfilling their missions. 

Event details and registration

10.17.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Design Office Buildings for a Radically Changing World

Office buildings must adapt their design to be compelling, sustainable, and people-centered to stay competitive. Learn more. 

Event details and registration

10.25.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Capital Markets Update

Learn about the impact of market stress and uncertainty on the deployment of capital, alternate funding options, and more. 

Event details and registration
11.14.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Curate Strategic Higher Education Program Portfolios
Higher education institutions must continually assess their degree program offerings to remain relevant to students and employers, promote cost-effective educational opportunities, and create meaningful job opportunities for the next generation. Join us for our webcast, How to Curate Strategic Higher Education Program Portfolios. We’ll review strategies higher education institutions can use to evaluate educational programs; make effective decisions regarding offerings; and execute program changes.

12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR          

Achieve Your Goals with an Organizational Assessment

Organizational assessments can help you promote operational alignment, improve services, reach your goals, and more.  

Event details and registration
 
Partner Resources
 

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
No matter the industry, or size of your organization, technology has increased customer expectations, catapulted productivity and unlocked the power of data analytics. But just implementing the latest technology isn’t going to give you the edge that sets you apart from competitors. 
 
Check out Baker Tilly’s Digital forward: A webinar series, to learn more about the biggest trends in the space, the most common challenges organizations face throughout their digital transformation journeys and how to truly transform your organization into digital forward thinkers to create a culture of innovation. Watch the on-demand webinars and read the supporting articles here.
Resources from Moss Adams
 
FEI NATIONAL EVENTS
 
 
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
Emerging Academic Partner

Communication Partner
 
Membership 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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Sharla Hibberd

Plan A Creative Design, LLC 
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