North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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Ron Rushing
FEI Dallas Chapter President
Welcome to our 2020-21 program year! I hope that you and your families are all safe and well. Many are wondering what the plan for the coming year is, so here is an update.
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Welcome to our Newest Members
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Current planning for 2020-21 is that the September meeting will be virtual, but structured closer to a typical in‑person meeting to include a professional development session, business meeting, and keynote presentation. CPE credit will be available subject to attendance criteria. We will continue to work toward the goal of in-person meetings as guidelines surrounding COVID evolve.
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09.14.20 | SAVE THE DATE
Monthly Chapter Meeting | WEBINAR
3:30-6:00 p.m. | 2.5 CPEs
3:30-4:45 p.m. Professional Development Session | 1.5 CPEs
4:45-5:00 p.m. Business Meeting
5:00-6:00 p.m. Keynote Presentation | 1 CPE
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
Pre-registration required | Registration information pending
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2020-21 FEI Dallas Chapter Monthly Meeting Schedule
Monthly chapter meetings are held on 2nd Mondays September-April except December.
2020
September 14
October 12
November 9
2021
January 11
February 8
March 8
April 12
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DALLAS CHAPTER LIVE WEBINARS
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This year, the chapter is adding webinars presented by chapter sponsors for the benefit of our members and to feature our sponsors and their services. This opportunity is available to all Dallas Chapter sponsors and we hope to schedule 2-3 per month. Debra Wood, Chapter Secretary, will be the point of contact in coordinating these events. For more information or to discuss a webinar idea, contact Debbie at
debwood4750@gmail.com
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08.21.20 | 12:00-1:30 p.m. (Central) | 1.5 CPEs
Bankruptcy: How to Avoid It, Benefit from It, and How to Fund It
Financial and operational stress and distress come in different forms. For some financial officers and personnel, breaching a financial covenant in a loan document, or facing a liquidity crunch may be a new experience. What do you do when the company can’t make payroll or a scheduled debt payment, must negotiate a forbearance agreement, deal with a workout officer, or incurs significant and unsustainable losses? The presentation will provide ideas for financial officers and personnel to consider when faced with financial and/or operational distress.
Kelly Harris, Founder & Partner, Harris & Dickey LLC (moderator)
Hon. Stacey G. C. Jernigan, U.S. Bankruptcy Court, Northern District of Texas
John D. Penn, Esq., Partner & Firmwide Chair, Bankruptcy and Restructuring Practice, Perkins Coie, LLP
John Tittle, Jr., Managing Director and Head of Turnaround/Restructuring Practice, Harris & Dickey LLC
Ross Gatlin, CEO & Managing Partner, Prophet Equity
Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation.
CPE credit available to all attendees
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This in-person event is pending relaxation of current social distancing guidelines.
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10.26.20 | Rescheduled from April | SAVE THE DATE!
FEI Dallas Chapter Golf Tournament & Wine Tasting 2020
The Clubs of Prestonwood – Creek Course & Clubhouse
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Virtual events will continue for the foreseeable future. CPE credit will be available subject to attendance criteria.
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08.25.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG | WEBINAR
Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
CPE credit available to all attendees
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2020-21 Career Management Monthly Meeting Schedule
Monthly Career Management Meetings are held in conjunction with The Dallas Financial Executives Networking Group (The FENG) on fourth Tuesdays year-round except December which is on the third Tuesday. Meetings are webinars unless otherwise noted. CPE credit is available to all attendees subject to attendance criteria.
2020
July 28
August 25
September 22
October 27
November 24
December 15
2021
January 26
February 23
March 23
April 27
May 25
June 22
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The plan for Special Interest Group meetings in 2020-21 is to have a virtual event for each SIG in the fall, and two in-person meetings in the winter/spring timeframe. Meetings will be simultaneously streamed for people who choose not to attend in person, and CPE credit will be available subject to attendance criteria. Smaller group sessions will be conducted before or after meetings via Zoom breakout rooms. More details to come. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology.
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08.04.20 | 11:00 a.m. (Central) | 2 CPEs |
Presented by FEI Fort Worth Chapter
Global Market Update & Federal and Employee Tax Updates
Global Market Update – Drivers of Risk for Corporate 2H 2020
: With global business risk drivers being significantly higher in 2020, Gonzalo will cover: Interest rate outlooks; foreign exchange outlooks; corporate risk management considerations and other topics.
Gonzolo Sanchez, Director, Bank of American Securities
Federal and Employee Tax Updates
: This program will cover the latest updates on the ever-changing CARES Act as new guidelines are issued, including: impacts to employee retention credits, NOL carry backs, and other of the latest tax implications being contemplated in Washington DC.
Wes Poole, Tax Partner, EY Fort Worth
Dave Manges, Senior Manager Employment Taxes, EY
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08.05.20 | 11:00 a.m. (Central) | 1 CPE |
Presented by Weaver
Public Company Webinar: Creating a More Robust Internal Control Environment, Inside and Out
A SOX compliance program can develop and operate through a variety of means, using internal and external resources. Regardless of the structure, there are key considerations each organization should be aware of in order to maintain and address SOX compliance requirements.
Brett Nabors, Partner, IT Advisory Services, Weaver
Greg Englert, Partner, Risk Advisory Services, Weaver
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08.06.20 | 8:30 a.m. (Central) | 1 CPE |
Presented by FEI San Antonio Chapter
Sales and Use Taxes: Deceptively Simple
Amidst the unprecedented changes we are experiencing in today’s climate, taxpayers are having to simultaneously accommodate an ever-changing sales and use tax landscape. A landscape which may be met with aggressive state tax enforcement as state budgets suffer. Taxpayers must be prepared to meet the demands of an audit and comply with laws surrounding complex transactions. This course will highlight complex areas of sales and use taxes, such as nexus, audits, and mergers and acquisitions.
Rudy Gonzalez, Director, State and Local Tax, Vaco
Andrea Casso, Manager, State and Local Tax, Vaco
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08.06.20 | 5:30 p.m. (Central) | 1.5 CPEs |
Presented by FEI San Francisco Bay Area Chapter
Fireside Chat with Sandra Clarke, CFO of BlueShield of California
Perspectives on Healthcare & Finance Amid COVD-19
As of mid-July 2020, in the U.S. alone, COVID-19 had claimed over 140,000 lives and over 36 million jobs. Beyond grinding day-to-day life for many to a halt, the pandemic has caused a reckoning throughout the country's health care infrastructure. This fireside chat moderated by Sas Mukherjee, President of FEI SF Bay Area, features Sandra Clarke, CFO of Blue Shield of California. Sandra will cover a range of topics on finance & healthcare related to the impact of the pandemic – including perspective on issues associated with health care access, care delivery, actuarial impact, virtual working, future of controls and remote working, masks, and other issues. She will also touch on COVID-19 testing – with a unique perspective considering the role of Blue Shield of California's CEO, Paul Markovich, who till recently was co-leader of California's COVID-19 Testing Task Force. She will also address what keeps her up at night and the opportunities on the horizon related to innovation and investments.
Sas Mukherjee, President, FEI SF Bay Area Chapter
Sandra Clarke, CFO, Blue Shield of California
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FEI LEARNING OPPORTUNITIES
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FEI webinars
– Many webinars offering CPE credit are free to FEI members.
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FERFPros – Subscriptions for FERFPros online learning are available at no charge to new FEI members in the In Transition membership category. Contact: Laura Castle, 973-765-1030 or
lcastle@financialexecutives.org
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FEI On Demand Courses
– FEI is currently offering FEI members complimentary access to the
Leadership Master Classes
and
Deep Listening in a Digital Age
. Click the link for more information and be sure you are logged in under your member credentials.
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FEIconnect
is an online network exclusively for members of FEI and association staff. FEI members can use the site to network with others who share their interests, specialties, or questions.
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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.
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FEI Dallas Chapter
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
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The submission deadline for FEI Dallas Chapter newsletters and upcoming events emails is one week prior to publication. Contact
Jackie Dunn
for more information.
You are receiving this email because you on are the FEI Dallas Chapter email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact
Jackie Dunn
.
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