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
Since moving here, I have found Dallas to be a welcoming and friendly business community. I joined FEI Dallas in 2011 and have always been amazed and proud of how friendly and welcoming our members are. Our ambassadors do a great job, but what really impresses me is how often I see regular members grabbing someone standing alone, pulling them into their group, and introducing them to others. Read more
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Welcome to our Newest Members
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Call for Nominations | FEI Dallas Chapter Officers 2021-22
Nominations are open through February 19, 2021 for the following 2021-22 FEI Dallas Chapter officer positions:
President
First Vice President (Programs)
Second Vice President (Membership)
Treasurer
Secretary
To nominate an FEI Dallas Chapter member in good standing for a chapter officer position, please first confirm that the nominee is willing to serve in the position for which they are being nominated, and then submit your nominee by email to jackie.dunn@feidallas.org. Nominations will be open through Friday, February 19, 2021, and self-nominations are accepted. The FEI Dallas Chapter Nominating Committee will review all nominees, and the recommended Slate of Officers will be presented to general membership in March for voting. Election results will be announced at the April 2021 monthly chapter meeting.
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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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02.09.21 | 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
KPMG Annual Accounting and Tax Update
This program will provide an overview of key financial reporting issues and trends and an update on tax hot topics related to the new administration, working from home, and IRS audit activity and focus.
Michael Nesta, Partner, KPMG LLP
Victoria Sherlock, Managing Director, KPMG LLP
Noël Ellison, Principal, Global Mobility Services, KPMG LLP
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
DFW is the Future: 10 Ways DFW will Reemerge Stronger and More Resilient
DFW is well positioned to thrive as we emerge from COVID-19's economic impact. Join us for a discussion of “what’s so great about DFW, why are so many companies moving here, who is coming, and how will it change us?”. We will also touch on Gillea Allison’s experience with transition in a multi-generational business and the challenges and opportunities for historically print businesses in a digital world.
Gillea Allison, President, D Magazine
Duane Dankesreiter, Senior Vice President, Research and Innovation,
Dallas Regional Chamber
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
Registration deadlines:
In-person attendance and virtual attendance with the Grubhub meal credit – Tuesday, 02.02.21
Virtual attendance without the Grubhub meal credit is open through start of the meeting.
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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 continued social distancing restrictions, the Winter Social typically held in person in late February has been postponed to a later date which is yet to be determined. In its place we have organized a Virtual Wine Tasting on Friday, February 26, presented by Rombauer Vineyards. The 2021 Spring Social: Golf Tournament & Wine Tasting is planned for April 26 at Prestonwood Country Club. Further details will be published as they become available. |
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02.26.21 | 5:00-6:30 p.m.
Virtual Wine Tasting
Rombauer Winery will host this tasting event featuring their Chardonnay, Zinfandel, and Cabernet Sauvignon varietals. A half-bottle of each wine will be shipped directly to those who register and provide a shipping address. A signature is required for delivery, or you may ask FedEx to hold at a convenient facility for your pickup. Mark your calendar, more details to come!
Open to FEI Dallas Chapter members and chapter sponsors
This event will be held on the Remo platform, detailed instructions will be emailed to registered attendees.
ATTENDANCE IS LIMITED
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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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02.23.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG
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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For 2021, the Special Interest Groups will host one virtual event per group during winter. If the Dallas Chapter is holding in-person meetings by spring, the SIGs will host in-person events which will be simultaneously streamed for people who choose not to attend in person. CPE credit will be available subject to attendance criteria. Networking activities will be conducted before the meetings via Zoom breakout rooms. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology. |
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02.10.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Energy CFO Series | VIRTUAL
Energy Transition: Not Just for Majors
As global pressure mounts to eliminate traditional fossil fuels, companies are pivoting to prepare for the future of energy. Oil & gas companies are having to reconsider how to be successful in a rapidly changing energy market. Hear one company’s perspective on what the future of energy companies looks like and how to be a player in the energy sector.
Hunter Hunt, President & CEO, Hunt Consolidated Energy
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Energy sector
Registration open until the start of the meeting
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02.16.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Private Equity CFO Series | VIRTUAL
Welcome to 2021: M&A Market Update and Thoughts on the Year Ahead
This program will provide a look at the M&A market through the 2020 pandemic, current state of credit and equity markets, and thoughts on what the year ahead might hold for transactions.
Robert Rough, Managing Director, Telos Capital Advisors, LLC
Rob Myatt, Partner, Weaver and Tidwell, LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
Registration open until the start of the meeting
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02.18.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Real Estate CFO Series | VIRTUAL
Golf & Marinas – Two Stories & Lessons from the Pandemic
Part 1: Century Golf (Arnold Palmer) Management – The Century Story
Management and ownership of golf course and country clubs, and resort golf destinations
Part 2: Suntex Marinas – The Suntex Story
Management and ownership of salt & fresh water marinas
Part 3: Joint - Adapting to COVID, what changes are likely to stick long term
Jim Hinkley, CEO, Century Golf Management
Tom Tipton, Principal & CFO, Suntex Marina Investors, LLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
Registration open until the start of the meeting
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02.24.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Healthcare CFO Series | VIRTUAL
2021 Evolving Cyber Fraud and Mitigation Strategies
As organizations mature their cybersecurity hygiene, hardening defenses and refining detection and response, the fraudsters continue to find new ways to ply their trade. Attendees will gain an up to date understanding of current threat landscape through the analysis of case studies and examples for public disclosures. We will examine examples of actual spear phishing, account take overs, and ransomware. We will close with an analysis of up-to-date information on the SolarWinds Orion breach.
Randy Romes, Principal – Cybersecurity, CLA
Michael Siegel, Principal – Healthcare, CLA
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector
Registration open until the start of the meeting
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02.02.21 | 12:00 noon (Central) | 1 CPE | Presented by FEI Houston Chapter
WEBINAR
Insights on Selling to and Working With Private Equity
In our webinar, John Castle, President and CEO of Branford Castle Partners, a New York based private equity firm, will provide his insights on the inner workings of a private equity firm, including how they generally operate, as well as how they source, diligence and close deals, and then how they work with, provide resources and guidance to the management teams of their portfolio companies. Steve Kesten, a mergers and acquisitions attorney with BoyarMiller, will provide his insights on how transactions with private equity are structured including discussion regarding the advantages and disadvantages of various sale structures to the selling company, and a specific case study example of sale of a middle market company to PE. Steve and John will also discuss the impacts of the pandemic on Private Equity and the M&A Markets as well as discuss current M&A Market conditions, and lastly provide some advice on "is it a good time to sell your company", and "what can you be doing now to prepare your company for sale to Private Equity". .
John S. Castle, Branford Castle
Steve Kesten, Boyar Miller
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02.02.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR
Navigate Contracting Amid Health Care Fraud Regulations
At some point, all health care organization must determine how to monitor and complete internal audits of referral source contracts—both proactively and during an investigation.
To help you prepare, our upcoming webcast will provide a brief background of the False Claims Act, Stark Law, Anti-Kickback Statute, and the emerging importance of the Eliminating Kickback in Recovery Act of 2018.
Lawrence Vernaglia, Partner, Foley & Lardner
Jim Passey, Vice President, Honor Health
Lori Laubach, Partner, Moss Adams
Calvin Swartley, Managing Director, Moss Adams
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02.04.21 | 12:00 noon (Central) | Presented by Moss Adams
WEBINAR
How to Position Your Company for a Sale
2020 was another active year in the life sciences and technology markets, despite the impacts of COVID-19. Join our panel with Moss Adams Partners Jeremy Kuhlmann and Findley Gillespie and Fenwick Corporate Partner Amanda Rose, as we recap 2020, look ahead to 2021, and discuss considerations for companies contemplating public exits via initial public offerings (IPOs) or special purpose acquisition companies (SPACs).
Findley Gillespie, CPA, Partner, Moss Adams
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02.04.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 VBA Webinar Series: Real Estate Valuation
What are the key elements in the valuation of real estate for the most commonly encountered property types? Join BDO’s Valuation & Business Analytics practice to uncover the most common methodologies, and even more important the pitfalls of flawed methodology. Be able to answer the question; who is qualified to perform a real estate valuation? Understand the potential penalties for flawed or unqualified appraisals. We will address valuations prepared for Financial Reporting and Accounting Support engagements as well as valuations for Wealth Transfer Taxation, Feasibility Studies, Workouts and Litigation Support.
Steven Kurtz, Managing Director, Valuation & Business Analytics, BDO USA, LLP
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02.09.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Life Sciences and Technology IPO and SPAC Overview Panel
Join us for our webcast addressing topics central to evaluating your restaurants or hospitality company before a merger or acquisition. Our transaction and private equity (PE) specialists will touch on steps your company can take to prepare for a sale and answer key questions, including the following:
– What selling options are available—such as direct sales and auctions—and what are the pros and cons of each?
– What can I be doing now to prepare to sell my company?
– What’s due diligence, who performs this work, and what outcomes can I expect?
– What do PE firms look for when investing in a company?
Michael Cullom, Director, Moss Adams
Michael Pihowich, CPA, CA, Director, Moss Adams
Jeremy Kuhlmann, CPA, Partner, Moss Adams
Amanda Rose, JD, Corporate Partner, Fenwick & West
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02.10.21 | 7:30-10:00 a.m. (Central)
VIRTUAL
DCEO Presents: 2021 CFO Outlook
There was no industry – or CFO – that didn't have to pivot, reforecast, and adapt their thinking in 2020. Now with hopes for a meaningful distribution of a vaccine by Q3, how are the region's top business leaders and financial executives planning for 2021 and beyond? How did '20 change their methods of managing costs/revenue or roles? What has changed business planning forever; what will return to normal about their roles in a post-COVID world? Hear from a range of Dallas/Fort Worth's top CFOs in an outlook panel you won't want to miss. Featuring D CEO Financial Executive Award winners:
Tracey Doi, CFO, Toyota
Chandra McCormack, CFO, Acosta
Tom Walker, CFO, Dallas Cowboys
Christine Perez, Editor, D CEO (moderator)
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02.10.21 | 2:00 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR
Cost Report Worksheet S-10: Audits and New Instructions
The Centers for Medicare & Medicaid Services (CMS) and its Medicare Administrative Contractors (MACs) are performing S-10 audits for all impacted hospitals—and new complexities are developing. Additionally, new S-10 instructions and supporting documentation requirements have been released placing additional burdens on hospitals to meet stringent S-10 requirements upon cost report submission.
As federal fiscal year (FFY) 2019 Worksheet S-10 audits approach, it’s important that hospitals understand these changes as well as prepare for the next round of reviews and future cost report filings.
To stay current, join us for a webcast exploring these latest Worksheet S-10 developments. We’ll review the 2018 S-10 audit cycle in-depth and address findings from our participation in over 200 audits across all MAC jurisdictions, as well as the following key points:
– The MAC audit data request letter and subsequent requests
– Proposed Provider Reimbursement Manual S-10 instructions and required data templates
– Best practices for completing cost report Worksheet S-10 in accordance with the cost report instructions and audit expectations
Michael Newell, Partner, Moss Adams
Jonathan Mason, Director, Moss Adams
Heather Keser, Manager, Moss Adams
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02.11.21 | 1:00 p.m. (Central) | Presented by Moss Adams
WEBINAR
Issues and Opportunities Impacting the Wine Industry
Join Moss Adams and Bank of Marin as wine industry financial professionals discuss the issues and opportunities impacting the market. We’ll take questions from the audience and cover topics including:
– The current status and implications of Small Business Administration (SBA) Paycheck Protection Program (PPP) loans
– 2020 fires impact on the market
– Smoke taint-related tax credits and federal, state, and local tax considerations
Marshall Graves, SVP, Sonoma County & Central Coast Commercial Banking Regional Manager, Bank of Marin
Michael Brughelli, VP, Central Coast Market Officer, Bank of Marin
Kirk Faris, Senior Manager, Tax Services, Moss Adams
Travis Riley, Principal, Tax Credits & Incentives Services, Moss Adams
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02.16.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
Protect Your Workloads with Microsoft Azure Security Center
With cyberattacks occurring every 39 seconds, business leaders are being challenged to change the way they approach security and risk. Organizations are seeking ways to improve how they manage their security posture and threat protection in both cloud and on-premises hybrid environments. One of the biggest challenges for executives is ensuring that their team is successfully using the cloud – and that means leveraging its full security capabilities.
Ric Opal, Principal, BDO Digital, LLC
Patrick Wirtz, Sr. Enterprise Security Executive, Microsoft
Michelle Jackman, Global Blackbelt, Advance Security Architecture, Microsoft
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02.17.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR
Strategies for COVID Funding Options Available to Tribes
This webcast will discuss funding options available to Tribes with the COVID legislation passed in 2020 and recent updates from the IRS. Additionally, we’ll examine the accounting treatment of the tax credits, its effects on indirect cost rates, and provide guidelines to revise Treasury reporting. In this webcast we will also identify what your auditor should consider when auditing the Coronavirus Relief Funds.
Anita Shah, CPA, Partner, Moss Adams
Ryan Luetkemeyer, CPA, Senior Manager, Moss Adams
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02.17.21 | 2:00 p.m. (Central) | Presented by Moss Adams
WEBINAR
Discover NetSuite: A Unified Business Management Suite
Join us for a webcast highlighting how NetSuite, a cloud-based business management system, can streamline your operations and drive strategic data-based decisions for your business. We’ll explore the benefits of an automated and fully integrated system with dashboards and analytics, including:
– Lower process costs, times, and errors
– A reduced need for spreadsheets and manual entry
– Improved decision making with accurate and timely information
Chris Millet, Senior Manager, Moss Adams
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02.18.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
PRF Reporting & Audit Requirements Update
The Office of Management and Budget released the Compliance Supplement Addendum on December 22, 2020, which contains guidance on auditing the Provider Relief Fund (PRF). Additionally, on December 27, 2020, the Federal Appropriations Act was passed, which includes new provisions that modify the scope of PRF payments. Furthermore, Congress authorized an additional $3 billion to be distributed. Finally, HHS provided updated reporting guidelines on January 15, 2021, which included pushing back the first reporting deadline.
Join us for the latest 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.
Aparna Venkateswaran, CPA, Senior Manager, Moss Adams
Melaney Scott, Senior Manager, Moss Adams, Health Care Consulting
Georgia Green, Manager, Moss Adams, Health Care Consulting
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02.18.21 | 2:00 p.m. (Central) | 1 CPE | Presented by FEI Silicon Valley
WEBINAR
How Sports Teams are Changing in COVID Times
As COVID has disrupted the sports and entertainment industries, sports franchises have been forced to assess their business models. From the NBA bubble to the neutral site MLB playoffs, sports teams are trying different methods to protect their fans, players, and staff from the effects of COVID, while maintaining a profitable and engaging business model.
Join FEI Silicon Valley and leading professional sporting team financial executives for an engaging panel discussion of how their industries are reacting to the challenges of COVID.
Denise Kaufman, VP Finance and Admin, LA Chargers
Bill Foltz, CFO, Anaheim Ducks
Kashirma Bhathena, VP Finance, SJ Quakes
Bob Graziano, Former President & COO, LA (World Champion) Dodgers (moderator)
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02.23.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 IA Webinar Series: Internal Audit In the Wake of a Crisis
The events and crises of 2020 have significantly altered the business landscape and brought new and different risks to organizational and departmental objectives. Internal auditors are now tasked with helping management navigate crisis while continuing to deliver on their goals of adding value and driving meaningful change. In this session, we will discuss internal audit’s role in business continuity planning, crisis management, and operational risk management, as well as best practices and techniques for execution and delivery in a socially distanced environment.
Brad Knight, Managing Director, Risk Advisory Services, BDO USA, LLP
Jerome Ryan, Director, Insurance Risk and Recovery, BDO USA, LLP
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02.24.21 | 4:00 p.m. (Central) | 1 CPE | Presented by FEI Boston Chapter
WEBINAR
2021 Economic Outlook and M&A Review:
New President, New Vaccine, New Economic Outlook
The new year brings a new president, a new vaccine and a new economic outlook. Join our panel of experts as they review the economic outlook for 2021 and reveal their insights into the M&A landscape. We’ll look not only at the macro economy, but also the outlook for Massachusetts including by industry – technology, life science, financial services, consumer and more; and also by life cycle – from start-ups to established companies.
Kinsey Grant - Business Editor and Podcast Host at Morning Brew (moderator)
Economic Outlook Panelists:
Michael Tyler - Chief Investment Officer – Eastern Bank
Scott Tuxbury - Vice President, Retirement & Wealth Management – Sapers & Wallack
M&A Outlook Panelists:
Jeff Carpenter, EVP of Peoples' United Specialized Banking Group
David Dunstan, Managing Director, Citizens Bank
Jean Greene, Managing Director, Mergers & Acquisitions Group, BofA
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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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