FEI Dallas | UPCOMING EVENTS

MONTHLY MEETINGS

FEATURED EVENT

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

may contact Jackie Dunn for waitlist availability.

Contact Jackie Dunn

CAREER EVENTS

11.21.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE

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.

SPECIAL INTEREST GROUPS

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

10.24.23 | 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

10.26.23 | 4:00 p.m. (Central) | Presented by Baker Tilly

LIVE EVENT

The Star, 1 Cowboys Way, Frisco TX | Legends Lounge

REconnect Dallas: a real estate event

Join Baker Tilly at our in-person, real estate-focused, educational and engaging networking event located in the heart of the Dallas Cowboys World Headquarters. Join us to meet with old friends and make new industry connections over hand-crafted cocktails and flavorful hors d’oeuvres. During this gathering, you’ll hear from Baker Tilly's real estate specialists on: Real estate state of the market panel on the northern Texas and U.S. market.

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.

Event details and registration

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

Tax Benefits of REITs for Real Estate Firms, Sponsors, and Investors

Tax and Other Considerations in Selling or Gifting a Trucking Business

What to Know About a Quality of Earnings Report in Pre-Sale Due Diligence

Preparing for a Successful Sale: Understand Business Transaction Readiness

Technology Is a Key Consideration when Selling Your Trucking Business

Combat Climate Change in Real Estate with Energy Efficient Tax Incentives

Broadband Industry Market & Transaction Trends 2023 Update

Impacts of Inflation Reduction Act Funding on IRS Spending Plan

Executive Summary: SEC Comment Letter Trends Among Life Sciences Companies

Improving Equity in Government Programs and Services

Understanding ASC 842 and GASB 87 Lease Accounting Standards for Lessees

What to Consider when Estimating the Value of Your Trucking Business

How to Find Consistency Working with Third-Party Security Assessment Firms

Manage Your Credit Risk Without Overburdening Your Resources

Infographic on How Designers Could Benefit From Section 179D Tax Deduction

Impacts of AI Development on the R&D Tax Credit and Other Credits

Risk Management Strategies for Newly High-Risk Areas in Financial Institutions

Impacts of SECURE 2.0 and Qualified Charitable Distributions on Fundraising

Centers for Medicare & Medicaid Services (CMS) Transmittal 18 FAQ

The Corporate Transparency Act: Top 5 Considerations for Foreign Investors

Talent Acquisition Strategies for Human Capital Management

Harness Intelligent Automation to Streamline Your Business Processes

CMS Publishes 2021 Supplemental Security Income Ratios

Not-for-Profit Management Succession Planning on a Short-Term Schedule

2023 First Quarter Market Review

Department of Energy Grant Compliance for Companies Receiving Federal Awards

Prevent and Detect Fraud With These Key Internal Controls

The Perfect Alignment: The Future of Work and Strategic Workforce Planning

Are You Evaluating the Personal Aspects of a Potential Business Transaction?

SECURE Act 2.0 and its Effects on Employee Benefit Plans

Enhance Safety and Mitigate Risk by Monitoring Service Contracts and Controls

Uphold Good Governance by Strengthening Board Practices

International Tax Strategies: Cash Repatriation and Intangible Property

HITRUST CSF Version Update and New Assessment Types

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

Chapter Information

Other Resources

Membership Information

Membership Criteria

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FEI Dallas

P.O. Box 801363

Dallas, TX 75380-1363

Chapter Contact

Jackie Dunn, FEI Dallas Manager

214-789-8999

Creative Services

Sharla Hibberd

Plan A Creative Design, LLC

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