North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.

FROM THE PRESIDENT

Jim Howe FEI Dallas Chapter President As the Dallas Chapter of FEI nears the halfway mark for the 2021-22 program year, let’s address our current program format and plans going forward. The plan for monthly chapter meetings at the beginning of this year was to offer in-person and virtual options through December, and then switch to in-person only beginning in January. We are sticking with that plan. In-person attendance at the dinner meetings has consistently run more than 150 attendees and is climbing. We understand that some members are still uncomfortable in large gatherings and are not ready to get out. We hope conditions will continue to improve to the point where everyone can join us. Please make note that the next meeting is in January; there is no monthly meeting December in lieu of the annual Technology Breakfast. Read more

Connecting With Your FEI Dallas Chapter Colleagues

The FEI Dallas Chapter printed membership directory will be distributed in November and early December. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing displaying information from their FEI member record: name, company, job title, preferred address, phone number, email address, and LinkedIn address, and a headshot.    FEI Online Member Directory FEI members also have 24/7 access to FEI’s online membership directory. Links to the online directory are available at the FEI website, the Dallas Chapter website, and at the top of our newsletters and weekly Upcoming Events emails like this one. FEI member login required.

FEATURED EVENT

12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs | Registration closed Technology Breakfast 2021 | IN PERSON Sponsored and Presented by Grant Thornton LLP Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 The Anatomy of a Breach  Cybersecurity events have become commonplace within corporate America. Indeed, these events are so common that they have altered the landscape in several fundamental ways. Please join us for an in-depth discussion about how these events have changed the nature of enterprise risk management, compliance and legal risk management, insurance coverage, and technology investments.    Get Your Cyber House In Order ■   Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton   Cybersecurity Best Practices ■   Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton ■   Peter Vogel | Of Counsel, Foley & Lardner ■   Mark Knepshield | Executive Vice President, McGriff   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 Chapter website required |  Event details Registration closed. Chapter members and sponsors may contact Jackie Dunn to join the waitlist.

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Starting in January, programs will no longer be livestreamed for virtual attendance. Meetings start with a Professional Development session followed by a Networking Social and Dinner Meeting with the Keynote presentation. There is no monthly meeting in December or from May-August when other special events are scheduled.

01.10.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL Northwood Club, 6524 Alpha Rd., Dallas, TX 75240   4:00-5:15 p.m. Professional Development Session | 1.5 CPEs Where Did All the Financial Talent Go? Job Market Update for DFW The past two years have been the most challenging in financial talent retention and attraction. A panel discussion with some of the top recruiters in DFW will give updates on the current job market and the battle for talent. Topics covered will include COVID effects, work-from-home policies, demographics, compensation, and ways to retain top talent. Mike Haynes | Co-Founder & Managing Partner, VIP Sharon Lukich | Partner & Director of Business Development, Thomas, Edwards Group Helen Dickey | Partner, Harris & Dickey Doug Hall | Founder & Managing Partner, Financial Additions (moderator) 5:15-6:20 p.m. Networking Social 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE National and Regional Economic Update  In this presentation, Marc Giannoni will discuss the national economy as it relates to the impact of the coronavirus pandemic, updates on key industries, and information on employment. He will also address how the Federal Reserve responds during this unprecedented crisis and supports the functioning and stability of the banking and financial system. Marc P. Giannoni, SVP & Director of Research, Dallas Fed   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 Chapter website required | Registration information pending

2021-22 FEI Dallas Chapter Monthly Meeting Schedule Monthly Chapter Meetings are held at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees.     2021 – Programs will be livestreamed and eligible for CPE credit September 13 October 11 November 8   2022 January 10 February 7 – First Monday March 14 April 11

CAREER EVENTS

Monthly Career Management meetings with FENG are in person on the 3rd Tuesday of each month year-round. Unless otherwise noted, meetings are hosted by Bank of Texas at Sherry Lane Place in Dallas in the ground floor conference room. Light food and drinks are provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event. Career meetings are open to FEI Dallas Chapter members, employed or unemployed. In addition to helping job seekers, the Career Management group can assist employed members with skills needed to excel at their current position, plan for their next opportunity, and find solid qualified applicants for openings on their financial team.

12.21.21 | 5:30-8:00 p.m. (Central) Career Management Holiday Happy Hour | IN PERSON Hosted by Bank of Texas 5956 Sherry Lane, Dallas | Ground Floor Conference Room Free parking if departing after 6:00 p.m. Come one and all to celebrate! The Holiday Happy Hour is a chance for FEI and FENG members plus alumni to celebrate the holidays with fun, food and friendship. We are all about networking and this is one of our best events of the year! Let’s celebrate life after COVID with old friends and make new ones.   Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups Pre-registration not required

2021-22 FEI Dallas Career Management Monthly Meeting Schedule FEI Dallas Monthly Career Management Meetings will be held in association with The Financial Executives Networking Group (FENG).   2021 July 27 | 4th Tuesday | VIRTUAL August 17 | SOCIAL September 21 October 19 November 16 December 21 | HOLIDAY HAPPY HOUR   2022 January 18 February 15 March 15 April 19 May 17 June 21

SPECIAL EVENTS

02.19.21 | 6:00-10:00 p.m. (Central) | SAVE THE DATE Winter Social 2022 | IN PERSON The Glamorous Era of Travel  Frontiers of Flight Museum at Dallas Love Field  Sponsored by MarshMcLennan Agency   Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. All invitations are +1 for spouse/partner/guest but not a colleague for the purposes of business development. COVID safety protocols in effect. Pre-registration required | Registration information pending

PARTNER EVENTS

12.07-16.21 | Up to 24 CPEs available | Presented by BDO USA, LLP WEBINARS                                                                                                   Nuts & Bolts HUD Accounting, Budgeting & Reporting Join BDO PHA Finance as we launch our live webinar: Nuts and Bolts of HUD Accounting, Budgeting, and Reporting. This program 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. Each live, web-based track will take place in three days, offering content for four hours per day. – Track 1: Public Housing, focusing on the Low Income Public Housing Program and the Capital Fund Grant program. | December 7-9 – Track 2: Housing Choice Voucher, focusing on the Housing Choice Voucher Program’s basic accounting and reporting requirements and featuring a half day dedicated to RAD and other asset repositioning options. | December 14-16 Brian D. Alten, CPA | Partner, BDO USA, LLP Nick Auriemma, CPA, CFE, Partner, BDO USA, LLP Jason Casterline, CPA, Managing Director, BDO USA, LLP Event details and registration

12.07.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   2021 Tax Innovation Webinar Series:  Year-End Readiness - Tax Technology Considerations Please join us for the final webinar in BDO's 2021 Tax Innovation Webinar Series as we guide you through how to best leverage the tools at your disposal to confidently tackle year-end close and build upon that foundation to transition seamlessly into your 2021 compliance season. Shawnn Morgan | Manager, Tax Performance Engineering, BDO USA, LLP Scott Conley | Senior Manager, Tax Performance Engineering, BDO USA, LLP Eric Lin | International Tax Manager, Cloudflare and Vice-President, Association for Computers & Taxation (ACT) Event details and registration

12.07.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   A First Look at Advanced E-Discovery Solutions for Corporate Legal Teams Join BDO's and Microsoft’s E-Discovery team as they discuss what they’re seeing within corporate legal teams and showcase BDO’s patent-pending E-Discovery business intelligence dashboards called Athenagy. Daniel Gold, Esq. | Managing Director, Forensics Practice, BDO USA, LLP Katie Anderson | Advanced E-Discovery Product Marketing, Microsoft Event details and registration

12.08.21 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   Board Compensation Trends and Year-End Planning Considerations Join us as we break down the recently released BDO 600 Compensation Studies of board members and CEOs/CFOs and hear from compensation subject matter professionals along with a compensation committee chair on their views and expectations for 2022 and beyond. Jason Brooks | Global Employer Services Managing Director, Compensation Consulting, BDO USA, LLP Judy Canavan | Global Employer Services Managing Director, Compensation Consulting, BDO USA, LLP Amy Rojik | National Managing Partner, Corporate Governance, Communications and Emerging Issues, BDO USA, LLP Denise L. Devine | Founder & Board of Director, FNB Holdings, LLC., Chair of the Compensation and Talent Committee Event details and registration

12.08.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR                                                                               Fall Not-For-Profit Tax Update Join us for our webcast exploring important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations. We’ll address the changing tax landscape and provide insight into COVID-19 relief initiatives, as well as the following topics: – Potential changes under President Biden’s administration – Congressional guidance – Recent tax rulings and updates – Proposed changes to donor advised funds Pamela Alexanderson | Director, Moss Adams Jane Coleman | Senior Manager, Moss Adams Event details and registration

12.10.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR COVID-19 Accounting & Reporting Update This course will review all the relevant PIH Notices starting in April through the current date, and including PIH Notice 2020-24, regarding COVID-19 funding and reporting. Event details and registration

12.14.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR BDO’s Life Sciences Governance, Risk & Compliance Webinar Series:  Managing Risk & Compliance The life sciences industry continues to struggle with managing risk and maintaining compliance. Interacting with protected health information (PHI) means they must comply with existing regulations such as PhRMA Code and HIPAA, while also managing CRO relationships and maintaining pharmacovigilance. In this session, we dive deeper into ways life sciences organizations can comply with their obligations by promoting sound privacy and data protection practices. Andrew Tobel | Senior Manager, Governance, Risk & Compliance, BDO USA, LLP Event details and registration

01.12.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Quarterly Technical Update – Q4 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q4 2021" 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 2021 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 Amy Rojik | National Assurance Partner, BDO USA, LLP Event details and registration

01.19.22 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Q4 2021 International Financial Reporting Standards (IFRS) Quarterly Update 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. Wendy Hambleton | National Assurance Partner, BDO USA, LLP Nattaly Jeter | National Assurance Director, BDO USA, LLP Andrew Moore | National Assurance Senior Manager, BDO USA, LLP Event details and registration

FEI LEARNING OPPORTUNITIES

FEI webinars – Many webinars offering CPE credit are free to FEI members.

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

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.

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.

FEI’s COVID-19 Dashboard – Insights into the COVID-19 crisis and how financial executives are responding.

CHAPTER 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.

Chapter Title Sponsor

Strategic Partners

Special Events Partner

Platinum Sponsors

Special Partners

Mentoring Partner

Spring Social Partner

Winter Social Partner

Academic Partners

Communications Sponsors

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FEI Dallas Chapter P.O. Box 801363 Dallas, TX 75380-1363

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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.