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

FROM THE PRESIDENT

Ron Rushing FEI Dallas Chapter President Thank You Thanks for allowing me the honor of serving as president this last year. FEI has enriched both my personal and professional life. I am proud to be part of such a great organization with so many good people. Read more

Connecting With Your FEI Dallas Chapter Colleagues

FEATURED EVENT

06.14.21 | Register by Saturday, June 5 Spring Social 2021 – Golf Tournament & Wine Tasting | IN PERSON The Clubs of Prestonwood – Creek Course & Clubhouse Due to limitations regarding glassware in the pool area, the Wine Tasting and Reception/Dinner will not be outside as originally planned, but will be held indoors as in years past. We will observe standard COVID-19 safety protocols in place at other recent chapter in-person events, including signed waivers upon entry and encouraging masks while not eating or drinking. Title Sponsor: PNC Bank   Schedule 10:00 a.m. Golf Tournament Check-in 11:30 a.m. Boxed lunches available 12:15 p.m. Golfers in Carts 12:30 p.m. Shotgun Start, 6-player scramble 2:30-3:30 p.m. Golf Clinic 3:45-6:00 p.m. Wine Tasting & Pairings featuring Texas wines 5:30-8:00 p.m. Networking Reception & Dinner Open to FEI Dallas Chapter members, Chapter Sponsors and Event Sponsors Registration closed | Event details Golfers – Please email your handicap and any preferred playing partners to Jackie Dunn by Monday, June 7. We’ll do our best to accommodate up to four players per 6-person team.

SUMMER PROFESSIONAL DEVELOPMENT SERIES

A very exciting Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, and The University of Texas at Dallas. We are so grateful for their participation and contributions to FEI Dallas. Each university will determine if their event will be virtual or in person, and CPE credit will be offered for all programs.    SAVE THE DATES! JUNE 29 | 4:00-5:30 p.m. | 1.5 CPEs | VIRTUAL University of Dallas | “Thinking Strategically About Leading and Managing Remote Work in Financial Services” | Dale Fodness, Ph.D., Associate Professor, Gupta College of Business JULY | University of North Texas  SEPTEMBER | The University of Texas at Dallas

MONTHLY CHAPTER MEETINGS

Monthly chapter meetings have concluded for 2020-21 and will resume in September 2021 for the 2021-22 meeting year. Stay tuned for more information about in person, virtual and hybrid meetings, and whether or not the chapter will return to our regular 2nd Monday meeting dates.

CAREER EVENTS

Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.

06,22.21 | 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

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

SPECIAL INTEREST GROUPS

For the remainder of the 2020-21 year, if the Dallas Chapter may host in-person meetings by spring, the SIGs mayhost 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.

PARTNER EVENTS

06.08.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 Tax Innovation Webinar Series: Harnessing the Accelerated Shift to a Digital Tax Department Rapid improvements in technology combined with the extraordinary impact of COVID-19 have presented Tax Departments with a wide array of new opportunities and challenges...the time has come to set a course for the future on your digital transformation journey. Please join us for the second webinar in BDO's 2021 Tax Innovation Webinar Series. Shaun Green, Managing Director, Tax Performance Engineering, BDO USA, LLP Herb Lockyer, Managing Director, Tax Performance Engineering, BDO USA, LLP Spencer Orlin, Experienced Senior Associate, Tax Performance Engineering, BDO USA, LLP Event details and registration

06.08.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams WEBINAR How GASB Updates Could Impact Your Organization Revisions introduced by the Governmental Accounting Standards Board (GASB) will significantly change accounting and reporting requirements for organizations. Join us for a webcast addressing GASB Statement Numbers 84, 87, 94, 96, and 97, and their potential impacts on fiduciary activities, leases, and more. We’ll cover related implementation guidelines and lessons learned from early adopters. Kevin Mullerleile, CPA, Senior Manager, Moss Adams Keith Simovic, CPA, Senior Manager, Moss Adams Event details and registration

06.10.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Why Auditing Health Care Claims Is Paramount for Payers COVID-19 has created significant financial upheaval for payers, patients, and providers alike. With the significant disruption to the claims processing cycle and health care costs continuing to climb, cost containment has never been more paramount for payers. Join us for our webcast to learn how auditing your company’s claims can be a powerful tool to mitigate cost overruns and save potentially millions of dollars —while increasing member satisfaction with health plans. We’ll address these key benefits as well as the following topics: – Financial impacts of emerging services, changes to medical billing protocols, and frequent-payer processing rule modifications – Repercussions felt by members related to confusion over coverage, cost sharing, and payment responsibility – Increases in health care fraud and how to identify cases, waste and abuse incidences driven by changes to service delivery settings, and new billing codes and guidelines This webcast is designed for payers across the continuum, including health plans, self-insured employers, managed care organizations, risk-bearing organizations, and third-party administrators. Event details and registration

06.15.21 | 11:00 a.m. – 6:00 p.m. (Central) | Presented by Sage Intacct  WEBINAR           Modern SaaS Finance Forum Join fellow SaaS finance leaders, including industry experts from Bessemer Venture Partners, The SaaS CFO, and the KeyBanc Annual SaaS Survey, in this online, complimentary event to participate in virtual discussions on a modern-tech approach for managing cash, revenue recognition, reporting, and SaaS metrics in the most scalable and efficient way to position your SaaS company for success. Event details and registration

06.15.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Spring 2021 Not-for-Profit Tax Update Join us for a 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, potential changes under President Biden’s administration, congressional guidance, and several other key topics, including: – Recent tax rulings and updates – State tax considerations, including Wayfair and nexus for remote employees – COVID-19 relief, including the Employee Retention Tax Credit (ERTC) and Paycheck Protection Program (PPP) Emina Cresswell, CPA, Tax Senior Manager, Moss Adams Colleen Ramires, CPA, Tax Senior Manager, Moss Adams Event details and registration

06.17.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Not-for-Profit Accounting and Auditing: Spring 2021 Update To maintain an understanding of the accounting and reporting requirements of your not-for-profit organization, it’s important to understand key regulatory developments and their potential effects on the sector. Join us for our webcast addressing critical changes to auditing and accounting standards and their potential 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 Coronavirus Aid, Relief, and Economic Security (CARES) Act – Upcoming accounting standard updates and potential effects on financial statements – Uniform guidance considerations and single audit update Jennifer Price, CPA, Partner in Charge, Portland Office, Moss Adams Hilary Tanneberg, CPA, Senior Manager, Moss Adams Event details and registration

06.22.21 | 10:00 a.m. – 12:30 p.m. (Central) | Presented by Sage Intacct  WEBINAR           Nonprofit Finance Leaders Forum The nonprofit sector is looking to the future. As a finance leader, do you have the tools you need to be future-focused and accelerate your mission? In this one-day, complimentary virtual event, we will bring together technology and finance leaders across the nonprofit sector, including a keynote from Philanthropic Futurist, Trista Harris. These experts will share strategies for gaining visibility and insight into your organization’s financials, using technology to drive innovation, and insights into what the future holds for nonprofit financial management. Event details and registration

06.22.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 Internal Audit Webinar Series: Internal Audit And It Audit’s Role In Digital Transformation As companies are shifting from manual to systematic, automated processes, there are a myriad of considerations those in the internal audit and IT audit functions should be aware. In this session, we’ll take deeper look at these considerations along with risks and findings identified in IA reports that drive the digitization agenda and outline opportunities for process automation.. Jamey Loupe, Managing Director, Risk Advisory Services, BDO USA, LLP Eskander Yavar, Principal, Management Advisory Services, BDO USA, LLP John Kincher, Principal, Management Advisory Services, BDO USA, LLP Event details and registration

06.24.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Government Capital Program Management: What to Consider A government’s capital program is often its largest expense, but knowing if the investment in capital assets is being efficiently and effectively managed can be difficult.   Given the high value, long lifespan, and tangible nature of these capital assets, careful planning and maintenance are critical for meeting the needs of the community while maintaining a strong financial position. Join us for our webcast that covers key capital-planning best practices, including the following: – Comprehensive and systematic planning – Procurement and contract-type strategies – Cost and budget management – Capital programming, financing, and deferred maintenance – Reserve policies and practices Stephen Bacchetti, CPA, CIA, CCA, Director, Moss Adams Colleen Rozillis, PMP, Director, Moss Adams Keith Simovic, CPA, Senior Manager, Moss Adams 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

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

Other Resources About FEI FEI Daily FEIconnect CPE Center Member Directory

Membership Information Membership Criteria Become a Member

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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.