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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.
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Registration open through end of meeting | |
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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
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10.03.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Technology CFO Series
What CFOs Need to Know about AI: It’s Impact on Business Today & Tomorrow
Moss Adams, 14555 Dallas Parkway., Ste. 300, Dallas, TX 75254
All CFOs have relied on search engines like Google and Bing for years to mine quick and meaningful data. However, AI (Artificial Intelligence) is a whole new dimension. Compare your understanding of the breadth and impact AI can have to your business and where you can effectively adopt/validate/utilize AI to stay current or get ahead.
Peter Vogel | Attorney & Counselor at Law, Vogel IT Law
Dave Copps | CEO & Co-Founder, Worlds
Eric Yancy | Information Security Officer, City of Denton
Ransom Max Horne | Chief Information Officer, Senior Vice President, Colonial Savings
Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Technology sector
Pre-registration at the FEI Dallas Chapter website required | Event details and registration
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PARTNER EVENTS & RESOURCES | |
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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
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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
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09.20.23 | 11:00 a.m. (Central) | 1 CPE | Presented by Baker Tilly
WEBINAR
Lessons Learned Through Model Audit Rule Implementation
For insurers that are approaching or have exceeded the $500M threshold of direct and assumed written premiums, understanding the Model Audit Rule (MAR) internal control over financial reporting requirement and lifecycle is a key piece of regulatory compliance. The preparation to implement and optimize an effective MAR program, while staying in line with regulatory requirements and industry trends can be challenging but is an opportunity for an insurer to enhance the value of their organization. Whether you’re just starting your MAR implementation journey or looking to evolve an existing program, it’s vital to define what you want from your MAR program and align it with your organization’s overall strategy.Join Baker Tilly’s insurance industry risk advisory specialists John Romano, Rachel Schmoyer and Russ Sommers as they discuss lessons learned, trends, misconceptions and key takeaways for insurers in each stage of a MAR implementation and evolution journey. Get your questions answered and learn more about MAR program best practices during this informative discussion. The webinar will be structured to provide pertinent information for individuals involved in any stage of a MAR program, including those who want to have a better understanding to answer to regulators and those who are involved in each step of the implementation and optimization process. Q&A will be encouraged throughout the webinar.
Event details and registration
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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.
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09.20.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Real Estate Series Fall Session
Join our panel of BDO professionals as they discuss potential planning opportunities and other important federal, state and local tax considerations surrounding real property transactions.
Event details and registration
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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.
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09.26.23 | 3:00 p.m. (Central) | No CPE | Presented by Baker Tilly
WEBINAR
Unlocking Business Models Through Digitization
As the ever-changing business environment continues to propel organizations towards digitization, leaders need to be able to provide strong governance over digital transformation investments. However, many organizations are still in the process of shifting from traditional business model thinking to a technology-first mindset. Join Baker Tilly Digital's Micheal Herman and Dave DuVarney for a LinkedIn Live event where we will help empower leaders to think creatively about how to monetize the digital world in new ways, unlock new business models and position their organizations to keep up with change. We will also spend time at the end of the event responding to live questions.
Event details and registration
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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
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09.27.23 | 10:30 a.m. (Central) | 1 CPE | Presented by Baker Tilly
WEBINAR
Unleashing The Power Of Integration: Exploring The Synergies Between ERP and EHR Systems
Electronic health record (EHR) systems and enterprise resource planning (ERP) tools are responsible for managing vital information and workflows within healthcare organizations. As more providers are embracing the adoption of cloud-based software and closer integration between these two tools, having them seamlessly collaborate is crucial for practitioners and administrators to have access to real-time data related to clinical operations, supply chain, human resources, finance and efficient care delivery. Join Baker Tilly for an informative panel discussion about the operational efficiencies that can be created when implementing ERP and EHR platforms together and the benefits that come with having a close relationship between these systems. In addition to discussing the cost and workflow benefits of an integrated approach. Our team will also discuss the benefits from a finance, charging, and human capital management standpoint along with a CIO from a large health system.
Event details and registration
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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.
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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
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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
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10.04.23 | 10:00 a.m. (Central) | Presented by Baker Tilly
WEBINAR
Shifting Supply Chain Discussions to Value Chain Discussions
Supply chains have been in the news for their shortcomings since prior to the pandemic. The ever-changing geo-political and regulatory environment is highlighting the need for organizations to re-evaluate how they view their supply chains and ultimately shifting the discussion to a comprehensive value chain. Join Baker Tilly and Deltek and learn how the proper utilization of an ERP solution is essential to enable this changing business environment.
Event details and registration
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10.04.23 | 12:00 noon (Central) | Presented by Baker Tilly
WEBINAR
Ai: Business Uses, Risks and Rewards
Organizations are facing a transformative shift towards digitization and automation. Artificial intelligence (AI) is now dominating the conversation in the media, board rooms and halls of government. However, AI, robotic process automation (RPA), intelligent process automation (IPA) and diverse analytics approaches and tools are already changing the way we work, serve customers and deliver results. Join Baker Tilly Digital for a webinar October 4 to learn:
The differences between each of these technologies
The risks that they can pose to businesses
How to safely reap the potential rewards of these emerging technologies
Event details and registration
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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
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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
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10.10.23 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Intersection of Tax & ESG Webcast Series: Sustainable Value Creation for Multinational Companies
Join our BDO Professionals on this webcast to learn more on the Uyghur Forced Labor Prevention Act (UFLPA), OECD Pillar Two, EU Carbon Tax Law on Imports and how to mitigate supply chain tax risks.
Event details and registration
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10.11.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Quarterly Technical Update - Q3 2023
Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q3 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.
Event details and registration
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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
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10.12.23 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
Best Practices for Your Dental Practice: Unclaimed Property, Compensation & Benefits and Strategic Tax Planning
Join BDO Tax and industry leaders for this 90-minute webcast developed for DSO and dental practices of all sizes focusing on unclaimed property and compensation & benefits.
Event details and registration
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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
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10.17.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO’s Healthcare Trends & Topics Webcast Series: Financial Improvement for PE-Backed Healthcare
Many healthcare organizations are interested in taking on capital partners to grow and survive amid heightened competition, rising costs and an increase in risk-based contracting. Private equity investment can enable providers to secure more solid footing so they can focus on patient care.
Event details and registration
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10.18.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Q3 2023 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
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10.18.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Cross-Borders: Fall Planning Session
As global tax developments take center stage, U.S. multi-national enterprises (MNEs) are at risk for more complex tax profiles and increased total tax liability. With so much uncertainty, how can tax departments effectively strategize short-term and long-term goals?
Event details and registration
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10.24.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Understanding and Mitigating Tax Risk
With tax disputes and regulatory scrutiny on the rise as well as greater external pressures for enhanced tax transparency, businesses need a clearly defined strategy for tax risk management.
Event details and registration
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10.24.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Best Practices for Internal Audit Related to SOC Reporting
System and Organization Controls (SOC) audits are an independent assessment of the risks associated with using service organizations and other third parties. They are essential to regulatory oversight, vendor management programs, internal governance, and management. Our team will discuss what SOC reports mean for internal audit teams as well as best practices to ensure obligations related to SOC reporting are met.
Event details and registration
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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
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10.25.23 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
California Tax Issues: Global Mobility and State Tax Controversy
Learn about equity compliance for mobile employees: multijurisdictional tax laws, expatriate policy design and global employer withholding obligations. Then learn how to address risk and navigate the appeals process for state tax controversy issues.
Event details and registration
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10.25.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Private Equity - Fall Planning Session
Join us as BDO professionals share practical insights around potential planning opportunities and other tax considerations for private equity owners and businesses.
Event details and registration
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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.
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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
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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.
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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.
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Resources from Moss Adams
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FEI LEARNING OPPORTUNITIES | |
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. | | |
Emerging Academic Partner | | |
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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
Jackie Dunn, FEI Dallas Manager
214-789-8999
Creative Services
Sharla Hibberd
Plan A Creative Design, LLC
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The submission deadline for FEI Dallas newsletters and upcoming events emails is one week prior to publication. Contact Jackie Dunn for more information.
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