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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.

11.06.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

Monthly Meeting

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

** Note date change to first Monday**

 

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

Microsoft 365 Copilots

Tim Wheeler | Chief Technology Architect, Microsoft

Robert Vettor | Principal Cloud Architect, Vettor

Eric Garrison | Market Leader for Texas and West, BDO Digital (moderator)

 

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

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

Current Economic Conditions and Drivers of the World and United States Economies

Robert Kaplan | Former President, Dallas Federal Reserve Bank & current Co-Chair, Draper Richards Kaplan Foundation

 

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 by 10.16.23

Register
Contact Jackie Dunn
CAREER EVENTS

Registration open through end of meeting

Register

SPECIAL INTEREST GROUPS

10.12.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE

Retail/Restaurant CFO Series

Utilizing Generative AI in the Retail & Hospitality Industries

Learn from the experts on the best practices for utilizing the emerging technologies of AI. A panel discussion on the history of AI, how generative AI is changing the landscape of business, and use cases specific to the retail and hospitality industries.

Brian Gick | Director Business Intelligence and Analytics, Brinks Home

Sriram Ganapathy | Director of AI, Microsoft

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Retail/Restaurant sectors

Pre-registration at the FEI Dallas website required | Event details and registration

10.18.23 | 4:30-6:45 p.m. (Central) | 1.5 CPEs

Manufacturing/Distribution CFO Series

Current Landscape and Future Opportunities in the Manufacturing & Distribution Sector

Our experts on the regional and local economic forecast will discuss current economic indicators, the impact of the Federal Reserve interest rates, and what that and other economic issues mean for the local Dallas economy in 2023 and 2024. Also review of results of Texas Manufacturing Outlook Survey, conducted by the Dallas Federal Reserve staff.

Pia Orrenius | Vice President & Senior Economist, Federal Reserve Bank of Dallas

Brent Hagenbuch | CEO, Titus Transport

John Roper | Senior Vice President, CBRE

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sectors

Pre-registration at the FEI Dallas website required | Event details and registration

11.02.23 | 4:30-6:30 p.m. (Central) | 1 CPE

Private Equity CFO Series

Click Here!! Cybersecurity and Risk Management in the PE World

This program will teach attendees about the recent happenings in the cyber insurance market. Attendees will come away with increased knowledge regarding company cybersecurity and cyber risk management techniques.

Tommy Mixon III | Executive Risk Consultant, USI Insurance Services

Trip Hillman | Partner, IT Advisory Services, Weaver

Robert Long | Shareholder, Greenberg Traurig

Robert Rough | Managing Director, Telos Capital Advisors

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Private Equity sector

Pre-registration at the FEI Dallas website required | Event details and registration

PARTNER EVENTS & RESOURCES

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

10.10.23 | 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

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

10.11.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Navigate Medicaid Eligibility Redeterminations

A national Medicaid eligibility redetermination process is underway by each state. Learn what this means for you or your health care organization. 

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

10.12.23 | 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

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

10.17.23 | 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

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

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

10.18.23 | 2:00 p.m. (Central) | 1.0 CPE | Presented by Moss Adams

WEBINAR

Plan Your Health Care Capital Project for Success

Having a strong team, internal controls, and defined contract can ease some of the uncertainty that comes with capital projects. 

Event details and registration

10.19.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Tax Deferral Strategies and Credits for Property Owners

Learn who qualifies and how to confidently pursue cost segregation, fixed assets, and other tax deferral strategies. 

Event details and registration

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

10.24.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Navigate Research and Experimental Expenditures Guidance

Notice 2023-63 announced plans to issue proposed regulations addressing the capitalization and amortization of (SRE) expenditures. 

Event details and registration

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

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

10.25.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Modernize Your HR Technology for Your Mid-Market Enterprise

Human resources cloud technology can help support your organization and its workforce. Explore implementation considerations and more. 

Event details and registration

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

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

10.26.23 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Modernize Your Financial Reporting

Automate and analyze your financial statements, flash and key performance indicator reports, board reports, and more—with intention and clarity. 

Event details and registration

10.31.23 | 11:30 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Elevate Your Financial Planning to the Cloud

Learn how to integrate Workday Adaptive Planning to help analyze data for developing accurate forecasts—and plan accordingly. 

Event details and registration

11.02.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Tax Credits and Incentives for Transferability

The Inflation Reduction Act allows certain energy-related tax credits to be transferred, which reduces the complexity of tax equity transactions. 

Event details and registration

11.07.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Fall 2023 Not-for-Profit Accounting and Auditing Update

Stay ahead of changes to auditing and accounting standards and how they could impact your not-for-profit organization. 

Event details and registration

11.08.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Cash Refunds for Green Energy Projects

Explore opportunities to benefit from refundable tax credits through the elective payment provisions—also known as direct pay. Learn if you qualify. 

Event details and registration

11.09.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Sustainability in the Built World

Explore solutions for the built world to cut carbon emissions and construct and design more environmentally sustainable buildings. 

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.

11.16.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Credits and Incentives for Business Expansion

Organizations can use tax credits and incentives to help expand or relocate or assist with equipment costs and more. Learn more in our webcast. 

Event details and registration

11.29.23 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Good Governance for Utilities and Energy Companies

Set the tone for your organization by establishing good practices for your boards and committees. Learn more in this webcast. 

Event details and registration

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

12.07.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Federal and State Hiring and Wage-Based Credits

Increase your cash flow and reduce your federal income tax liability when you leverage these tax credit opportunities. Learn details. 

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
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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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