North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Jay Smith
FEI Dallas Chapter President
As the Dallas Chapter of FEI nears the halfway mark for the 2022-23 program year, I am excited about the great programming we have had thus far. We are starting to get stories about spikes in COVID and will continue to monitor the situation to offer programming while at the same time keeping everyone safe. Please make note that the next meeting is in January; there is no monthly meeting in December in lieu of our annual Technology Breakfast. Read more
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12.06.22 | 7:00-9:00 a.m. (Central) | 2.0 CPEs
Dallas Technology Breakfast 2022
Sponsored and Presented by Grant Thornton LLP
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Ransomware & Cyber Security in 2023 and Beyond
Ransomware & Cyber Security 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.
Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton LLP
Lori Nugent | CEO + Founder, LMN Legal Consulting LLC
Kara Altenbaumer-Price, Esq. | Executive Risk Broker, McGriff
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation | Event details
Registration is closed for this event. Current members and chapter sponsors may contact Jackie Dunn for waitlist availability.
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Monthly meetings are held on 2nd Mondays at Northwood Club in North Dallas unless otherwise noted. Meetings start at 4:00 p.m. with a Professional Development Session followed by a Networking Social and Dinner Meeting with the Keynote presentation. Although the chapter schedules meetings year-round, there are no monthly meetings in December or from May-August when other special events are scheduled.
Information on previous meetings including recordings and presentation files (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
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Reminder | There is no monthly meeting in December.
01.09.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
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 pending
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2022-23 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter Meetings are held in person at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees via FEI’s online CPE Center.
2022
September 12
October 10
November 14
2023
January 9
February 13
March 6 | First Monday due to Spring Break conflicts
April 10
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Monthly Career meetings are held on the 3rd Tuesday of each month year-round. 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. |
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12.20.22 | 5:30-8:00 p.m. (Central)
Career Management Holiday Happy Hour 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.
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 DFW FENG members
Pre-registration not required
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2022-23 FEI Dallas Career Management Monthly Meeting Schedule
FEI Dallas Monthly Career Management Meetings are held in association with The Financial Executives Networking Group (FENG).
2022
July 19
August 16
September 20
October 18
November 15
December 20
2023
January 17
February 21
March 21
April 18
May 16
June 20
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12.06.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Trends & Topics Webinar Series: How Consumerism Is Changing Patient Behavior
The BDO Healthcare Trends & Topics Webinar Series is produced and delivered by the BDO Center for Healthcare Excellence and Innovation, which brings together an interdisciplinary group of healthcare executives to help address organizations’ opportunities and risks related to digital transformation, financial improvement, and clinical innovation.
Steven Shill | The BDO Center for Healthcare Excellence & Innovation Partner & Leader (moderator)
Brad Boyd | Managing Director, Healthcare Management Advisory, BDO USA, LLP
David Francis | Managing Director, Patient Access Optimization, BDO USA, LLP
Sanjay Pathak | Managing Director, Clinical Service Line Strategy & Virtual Care, BDO USA, LLP
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12.07.22 | 11:00 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.
Amy Rojik | National Managing Partner - Corporate Governance, Communications and Emerging Issues
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12.07.22 | 11:00 a.m. (Central) | 2 CPEs | Presented by BDO USA, LLP
WEBINAR
2022 Tax Strategist Webinar Series: Year-End Tax Considerations
What does it take to be a tax strategist? Tax executives’ role as a strategic partner is more important than ever to the greater business ecosystem. To maximize savings and ensure compliance, businesses must work with their tax departments year-round.
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12.14.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
BDO Tax Strategist: Cross-Border Issues – Year-End Considerations
With so much uncertainty – from the OECD’s Two-Pillar Framework, the fundamental changes to key aspects of the FTC rules, to supply chain vulnerabilities to ongoing global crises – how can tax departments effectively strategize short-term and long-term?
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01.11.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q4
This program will discuss developments that occurred during the fourth quarter of 2022 with respect to various topics in accounting and financial reporting.
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01.17.23 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Health Apps and HIPAA Business Associates’ Rising Obligations in Privacy and Health Data
Join our second webinar of BDO’s Healthcare and Life Sciences Data Protection Webinar Series to learn more about how organizations can address their efficiency, risk, and governance challenges by aligning approaches and functions to optimize compliance and leverage available protections.
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01.18.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q4 2022 IFRS Quarterly Update: Session 1
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. The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.
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01.25.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Board Committee Priorities for 2023
Join BDO as we discuss top priorities for the audit, compensation and nominating and governance committees for the upcoming year.
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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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Emerging Academic Partner |
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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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