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
Happy Holidays! I hope that you and your family are enjoying the holiday season!
The holidays are a time for family gatherings. My family’s gatherings are a little different. I am a third generation CPA, and my wife, my sister-in-law, and my cousins are all accountants as well. So, at our holiday gatherings, we sit and talk about exciting journal entries we have made during the year. Hopefully, your holiday conversations are a bit more interesting. Read more
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Welcome to our Newest Members
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12.08.20 | 7:30-9:00 a.m. | 1.5 CPEs | Registration open through start of meeting
Dallas Technology Breakfast 2020 | VIRTUAL
Using Technology Strategically to Transform into the New Normal and Beyond
COVID-19’s social, economic, and market impact exceeds previous crises including the 2008 Global Financial Crisis. The recovery path while variable requires business to define a resilient “New Normal” and will require technology improvements and investments for recovery in Industrial, Consumer & Retail, Information, Communication & Technology, Energy and Natural Resources, Healthcare & Life Sciences and Financial Services. Where are the opportunities? What to embrace?
Charles Cochran, Principal, Transformation Delivery, KPMG
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
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It is anticipated that In-Person + Virtual meetings will continue throughout the year. In-Person attendance is currently limited per the Governor's guidelines related to large gatherings in the COVID environment. Virtual attendance is not limited. Changes in format and attendance limitations will be considered as guidelines evolve. Please note schedule change: monthly meetings in 2021 will be on 2nd Tuesdays.
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01.12.21 | SAVE THE DATE | Date change to 2nd Tuesdays in 2021
Monthly Chapter Meeting | IN-PERSON & VIRTUAL
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with 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 at the FEI Dallas Chapter website 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 - Date change to 2nd Tuesdays
January 12
February 9
March 9
April 13
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Due to continuing social distancing restrictions, the Special Events committee is working on a virtual social event planned for February 2021 and the Spring Social – Golf Tournament & Wine Tasting planned for April 2021. Details will be published as they become available. |
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Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.
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12.15.20 | 6:00-8:00 p.m. (Central) | Date change to the 3rd Tuesday due to the holidays
Career Management Holiday Networking Happy Hour | VIRTUAL
Perfect Pairings Social with DFW FENG: Wine + Dine + Social
The FEI/FENG Career Management meeting in December is the annual Holiday Happy Hour on the third Tuesday instead of the fourth due to the holidays. This year is special, a ZOOM Networking Happy Hour with wine, cheese and charcuterie pairings by Central Market. Participants will break out into rooms to network while tasting, with a random shuffle to a different room for each wine. The cost is $35 per participant with FEI underwriting the majority of the expense. This covers three full bottles of quality wine, assorted cheeses, meats, nuts and fruits, enough for several people. We encourage participants to invite their significant others or to have friends over to enjoy the occasion while safely distancing. We want this to be FUN along with the networking!
This “invitation only” event is open to FEI Dallas Chapter members in the In-Transition Membership Category and members of DFW FENG.
Cost: $35 | Register early! Attendance capped at 100 on a first-come first-served basis.
Pre-registration and payment at the FEI Dallas Chapter website is required to hold your spot. Registration instructions will be emailed to eligible members of FEI Dallas and DFW FENG.
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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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12.07.20 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Board Compensation Practices for Mid-Market Companies
Mid-market companies face unique issues with respect to board and executive compensation practices, and these challenges have only increased in light of current economic uncertainty. Join us as we break down the recently released 2020 BDO 600 Studies. Sharing insights about pay practices and corporate governance trends, we’ll explore current regulations and market conditions shaping pay in this two-part webinar series.
Judy Canavan, Managing Director, BDO USA, LLP
Amy Rojik, National Partner, Governance & External Communications, BDO USA, LLP
Tom Ziemba, Managing Director-Compensation & Benefits, BDO USA, LLP
Elizabeth Mora, Director, Compensation Committee Chair and Audit Committee Member, MKS Instruments
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12.08.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
The Impact of COVID-19 on the Local Economy
As COVID-19 continues to impact individuals and businesses across Washington and Oregon, what is the status of the local economy and what are some things to keep in mind as the year comes to a close?
Join us as Dr. Michael Wilkerson, Partner and Director of Analytics at ECONorthwest, discusses how the pandemic has affected the Pacific Northwest economy and what lies ahead for 2021. Dr. Wilkerson will answer your questions, address concerns, and expand on key topics such as:
· How the pandemic has affected the PNW economy today and what’s expected going forward
· Portland’s economic status after reopening
· Why, after spiking, unemployment is starting to decline
· How consumer spending in Oregon and Washington compares to nationwide trends
· The impact of COVID-19 on real estate
Dr. Michael Wilkerson, Partner and Director of Analytics, ECONorthwest
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12.08.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Fall 2020 Update: Not-for-Profit Auditing and Accounting
To maintain your not-for-profit organization’s tax-exempt status and expand its impact, it’s important to understand key regulatory developments and their potential effects on the sector.
Join us for a webcast addressing critical developments in auditing and accounting standards and their impacts on not-for-profit organizations. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, such as:
· Accounting and financial reporting impact of COVID-19 and the CARES Act
· Upcoming accounting standard updates and potential effects on financial statements
· Approaching changes to audit report language
Sasha Correnti, CPA, Senior Manager, Moss Adams
Adam Bowman, CPA, Senior Manager, Moss Adams
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12.09.20-12.16.20 | Presented by Moss Adams
VIRTUAL SERIES
Value Creation Webcast Series
When faced with an uncertain environment, one of the best steps you can take is proactive planning for both the short and long term. This series of webcasts is designed to help your company do just that. We’ll provide tools and guidance to help you navigate growth and profitability challenges industry brought on by COVID-19 and prepare for recovery.
12.09.20 | Supply Chain Management | Register
12.16.20 | Preparing Your Company for Acquisition | Register
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12.09.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Supply Chain Management
This webcast will discuss how to shift from a cost-driven, Asia or China centric-model to a resilience-driven model with near-shore sourcing, alternative sources of supply, as well as strategies around sustainability.
Michael Bruney, Partner, Newport
Sam Simmons, Partner, Newport
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12.09.20 | 10:30 a.m. (Central) | Up to 12 CPEs | Presented by BDO USA, LLP
WEBINAR
2021: Everything You Need to Know
Join BDO PHA Finance for our live webinar: Everything You Need To Know 2021. This is a first of its kind program and will be presented on a user friendly platform providing you with the ability to easily ask questions and hear the latest GAAP, GASB and HUD updates from BDO’s seasoned, knowledgeable professionals.
This session will feature a live web-based three-day webinar (four hours each day) to assist your agency for the challenges in the upcoming year. This seminar for all staff members will discuss strategies and techniques to protect reserves and survive challenges to funding. We will consolidate all the important goals, deadlines and hot topics for 2021.
Brian D. Alten, CPA, Partner, BDO
Nick Auriemma, CPA, CFE, Managing Director, BDO
Jason Casterline, CPA, Managing Director
Dwayne Tucker, CPA, Senior Manager
Jake Bastoni, CPA, Manager
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12.09.20 | 11:00 a.m. (Central) | CPE TBD | Presented by FEI Boston Chapter
WEBINAR
A Look Inside with Bob Rivers, CEO, Eastern Bank: Diversity, Inclusion and an IPO
Join FEI Boston, CEO of Eastern Bank, Bob Rivers and Carla McCall, Co-Managing Partner with AAFCPAs for a "fireside chat." Bob Rivers is a long-time advocate for diversity, inclusivity and community engagement. With the bank's IPO completed in mid-October, Bob is now responsible not only for the largest community bank in New England , but he also now must answer to Wall Street. Learn first-hand how Eastern Bank's commitment to diversity and inclusion, led from the top by the CEO, is an integral part of the bank's "Join us for Good" growth orientation.
Carla McCall has been named one of 2020’s Most Powerful Women in the Accounting Profession by the American Institute of CPAs (AICPA) will act as host.
Bob Rivers, CEO, Eastern Bank
Carla McCall, Co-Managing Partner, AAFCPAs
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12.10.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Not-for-Profit Tax Update for Fall 2020
Join us as we discuss important tax updates from the US Department of the Treasury, Congress, and the IRS affecting tax-exempt organizations. We’ll cover a number of topics, including:
· The Taxpayer Certainty and Disaster Tax Relief Act of 2019
· COVID-19 related updates
· Excess compensation
· 990-T unrelated business income silo reporting
· Tax reform
Michael Lumsden, CPA, Senior Manager, Moss Adams
Jane Coleman, CPA, Senior Manager, Moss Adams
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12.15.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Evolving Provider Relief Fund Reporting & Audit Requirements
COVID-19 has had a significant financial impact on health care providers—and the Provider Relief Fund (PRF) has helped providers weather the storm. That said, the guidance surrounding the PRF has changed significantly and multiple times since the beginning of the pandemic, leaving many organizations to question whether they will be able to retain the awards, and how they will be required to report to federal agencies. Recipients will need to prepare for the upcoming reporting and potential audit requirements related to these funds.
Join us to learn current information about the PRF reporting process and audit requirements as well as best practices on how to account for and track these funds in preparation. Additionally, we’ll discuss the unknowns and clarifications to look for in future guidance.
Aparna Venkateswaran, Senior Manager, Health Care Practice, Moss Adams
Melaney Scott, CIA, CHC, Senior Manager, Health Care Consulting Group, Moss Adams
Georgia Green, MS, CHFP, Manager, Health Care Consulting Group, Moss Adams
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12.16.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Preparing Your Company for Acquisition
This webcast is designed to help organizations find answers to questions that commonly arise when a company is faced with a potential acquisition. These include:
· What is my company worth?
· What can be done to influence the value of my company?
· How much money do I need from the sale of my company?
· When should I start planning to sell my company?
· What if I receive an unsolicited offer for my company?
Rich Anderson, Partner, Moss Adams
Ferey Faridian, Managing Director, Newport
Michael Evans, Managing Director, Newport
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12.17.20 | Presented by Sage Intacct
VIRTUAL SERIES
Healthcare Hangout
Join these 30-minute sessions and take the opportunity to network, learn, and share with your healthcare finance peers. The healthcare industry is experiencing exceptional change, but how can we, as finance leaders, lead our organizations out of crisis and reignite growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the healthcare industry.
12.17.20 | What’s On Tap for 2021
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01.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q4 2020 Quarterly Technical Update
Presented as part of BDO’s 2020 Quarterly Technical Update Webinar Series, the "Quarterly Technical Update – Q4 2020" webinar 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. Specifically, the program will discuss developments that occurred during the fourth quarter of 2020 with respect to various topics in accounting and financial reporting.
Adam Brown, National Assurance Managing Partner, BDO USA, LLP
Paula Hamric, National Assurance Partner, BDO USA, LLP
Brandon Landas, National Assurance Partner, BDO USA, LLP
Amy Rojik, National Assurance Partner, BDO USA, LLP
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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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