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
October’s chapter meeting was a success with many attending in person and many others attending virtually while enjoying a free meal at home provided by the chapter. Our speakers were impressive and entertaining. Read more
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Welcome to our Newest Members
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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. |
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11.09.20
Monthly Chapter Meeting | IN PERSON & VIRTUAL
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
The Votes Are In: What the November 2020 Election Results Mean For Economic Policy, Healthcare, and Politics
Joe Vidulich, Senior Manager of Government Relations, Capital One
Den Bishop, President/Shareholder, Holmes Murphy
James Dickey, Former Chairman (June 2017-July 2020), The Republican Party of Texas
5:15-6:00 p.m. Networking Social
Economic Issues for Women in Texas
This program will present an overview of recent research into the key building blocks of economic security for women in families in Texas. The presentation will address how education, child care, health insurance, and housing work together to support working families and are key to economic strength of our communities and state.
Dena L. Jackson, Ph.D., Chief Operating Officer, Texas Women’s Foundation
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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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
January 11
February 8
March 8
April 12
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Due to continuing social distancing restrictions, the Fall Social planned for Oct. 26 has been cancelled. The Special Events committee is working on the Winter Social planned for February 2021 and the Spring Social planned for April 2021, and will publish details as they become available. |
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12.08.20 | SAVE THE DATE
Dallas Technology Breakfast 2020 | VIRTUAL
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Virtual events will continue for the foreseeable future. CPE credit will be available subject to attendance criteria. |
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11.24.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
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
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12.15.20 | Note date change to 3rd Tuesday due to the holidays
Monthly Career Management Meeting with FENG
Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
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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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11.05.20 | 4:30-5:50 p.m. (Central) | 1 CPE
Energy CFO Series | VIRTUAL
US Upstream: Moving Forward from the 2020 Commodity Crash
Robert Clarke, Vice President, and Ryan Duman, Research Director, will present Wood Mackenzie’s view of how domestic onshore E&Ps have changed their businesses in the face of this year’s commodity crash, what will an eventual rebound look like, and what new risks will impact every upstream strategy.
Robert Clarke, Vice President, Wood Mackenzie
Ryan Duman, Research Director – US Upstream Research, Wood Mackenzie
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Energy sector
Registration open through start of meeting
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11.12.20 | 4:30-6:15 p.m. (Central) | 1.5 CPE | SAVE THE DATE
Real Estate CFO Series | VIRTUAL
Current Challenges in Real Estate, Valuation and Impairment Accounting
A dynamic discussion covering the most impacted asset classes in the current environment. How are valuation experts viewing the current and future trends in the office, retail, hospitality, and other asset classes? An overview of the current accounting model for impairment and recent guidance. Our panel of owners and expert valuation and accounting professionals will walk us through the current challenges and how to prepare for the year end 2020 financial reporting cycle.
Mike Kamienski, Partner, Baker Tilly
Paul Greilich, Partner, Baker Tilly US, LLP
Brent Maier, Managing Director, Baker Tilly
Mike Jaynes, President, HALL Group
Adam Miller, CFO, Matthews Southwest
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Real Estate sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
Registration open through start of meeting
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11.16.20 | 4:30-5:50 p.m. (Central) | 1 CPE
Healthcare CFO Series | VIRTUAL
2020: What Happened and What’s Next
This program is a guide to following the sweeping temporary and permanent legislative and executive order changes we saw in 2020, along with the breakdown of the 2020 elections, and what to expect net out of DC, the administration and Congress after the results are in given their platforms and The Hill whispers. The program will discuss how the winning candidate’s healthcare and financial strategy helped them gain traction. It will also address the tone and message that we are hearing in D.C. from different members of Congress working on healthcare and financial legislation, and what they are saying, or not saying, about the winning candidate’s healthcare policy. The program will have feedback from members on Trump’s comments on healthcare and the financial sector as he looks to his second term or looks to be walked out come January 2021.
Donna Wilkinson, Senior Counsel, Ameriflex
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Healthcare sector
Registration open through start of meeting
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11.04.20 | 9:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Europe, Middle East and Africa – Rethink-Transfer Pricing Perspectives from Around the World: Navigating Through Crisis and Complexities
As individuals and businesses cope with the converging effects of COVID-19 and its economic fallout, they must also rethink their strategies to prepare for and adapt to new global tax challenges. BDO’s transfer pricing webinar series will highlight timely updates with interactive discussions from our global transfer pricing leaders.
Paul Daly, Partner, Head of Transfer Pricing, BDO United Kingdom
Warren Novis. Head of Transfer Pricing, BDO Ireland
Sabine Sardou, Attorney at Law – Managing Partner, International Tax, BDO France
Marcus Stelloh, Director, Head of Transfer Pricing, BDO South Africa
Frederik Vinks, Partner, Transfer Pricing, BDO Netherlands
Richard Wellman, Partner, International Tax Services, Head of Russia Desk, BDO Germany
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11.04.20 | 10:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Transform Your Sales Environment with SuiteCommerce
The current direct-to-consumer (DTC) business environment calls for a strong, integrated omnichannel business management system. This program will highlight how NetSuite, together with SuiteCommerce, can help you combat risk, achieve more of your goals, and transform your omnichannel business. We’ll cover key benefits and the latest industry trends, including:
· Features of SuiteCommerce, such as fully integrated enterprise resource planning (ERP) capabilities
· Ecommerce, merchandizing, and web-content management systems (WCMS)
· Transaction management
· Components for true omnichannel experience
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11.05.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Post-Election Economic Considerations
With the elections over, business owners will be curious about the road that lies ahead for the economy. This session will provide actionable information on opportunities and challenges to help with your planning for the next year. We’ll start by reviewing the current state of the national and local economies and then discuss items to consider for the path forward.
Steve Scranton, Chief Investment Officer & Economist, Washington Trust Bank
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11.05.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
The State of the Energy Industry and Valuations
COVID-19 has had wide-reaching impacts, and the energy industry hasn’t been immune. Join us for a webcast to learn the current state of the industry as well as the following:
· Impacts on specific energy sectors
· Economic updates and considerations
· How valuations are affected
· Opportunities for energy businesses
Jim Harden, Partner, Moss Adams
Jimmie Williams, Partner, Moss Adams
Julie Desimone, Partner & Power, Utilities and Renewable Energy Practice Leader, Moss Adams
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11.06.20 | 7:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Valuation and Estate Planning
This program will cover the current environment for estate planning as well as how current market values may benefit you and your family.
Sid Tobiason, Partner, Moss Adams
Sarah McKnight, Senior Manager, Moss Adams
Kimberly Linebarger, Senior Manager, Moss Adams
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11.09.20 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The Perfect Storm for Private Equity: Election, Economy and Year-End Tax Planning
The tax convergence will have a lasting impact on private equity. This webinar covers the opportunities and pitfalls associated with the “carried interest” rules under Section 1061, the application of Section 163(j) in tiered partnership structures, and the latest developments relating to the IRS’s plans for increased reporting and disclose of domestic and international activities.
Verenda Graham, Partner, Private Equity Tax National Leader, BDO USA, LLP
Jeff Bilsky, Partner, National Technical Practice Leader - Partnership Taxation, BDO USA, LLP
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11.09.20 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The Perfect Storm for Businesses: Election, Economy and Year-End Tax Planning
Get insights for businesses regarding important year-end tax planning strategies relevant to partnerships, C Corporations and S Corporations, including creative tax planning techniques designed to take advantage of relief provisions contained within the CARES Act and other governmental COVID-19 relief incentives.
Randy Schwartzman, Corporate Tax and Mergers and Acquisitions (M&A) National Technical Practice Leader, BDO USA, LLP
Kevin Anderson, Managing Director, National Tax Office, BDO USA, LLP
Joe Calianno, Tax Partner and International Technical Tax Practice Leader, National Tax Office, BDO USA, LLP
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11.10.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Tax Planning Post-Election
With the election over and tax changes happening, this session for the real estate and construction sector will review candidate’s tax plan and compare to current law, discuss tax planning opportunities should the candidate’s tax plan be enacted, and highlight recent changes to tangible asset incentives.
Jeff Schilling, Managing Director, Moss Adams
Michael Hurst, Senior Manager, Moss Adams
Lillian Chen, Partner, Moss Adams
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11.10.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Post-Election Economic Update: Recovering from COVID-19 Disruption
As the economy slowly begins to recover from the impacts of COVID-19 disruption, many financial institutions find themselves in uncharted operational and economic territory.
This program will address the current state of the economy, the recent economic upturn, early indications of lasting changes, and longer-term issues resulting from COVID-19. Key topics will include:
· Potential economic implications of the presidential election
· Paycheck Protection Program (PPP) and Main Street Lending Program complications
· Forbearance issues
· The probability of an extended period of low rates
John W. Mitchell, Economist, M&H Economic Consultants
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11.10.20 | 9:30 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
State and Local Tax Opportunities
This session for the real estate and construction sector will cover state tax law developments and trends as a result of the recent election and what to expect in upcoming legislative sessions. We’ll also highlight recent state and local taxes that could impact your business in specific jurisdictions.
Jennifer Young, Tax Director, Moss Adams
Mark Hawkins, JD, Director, Moss Adams
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11.10.20 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Asia Pacific: Rethink-Transfer Pricing Perspectives from Around the World: Navigating Through Crisis and Complexities
As individuals and businesses cope with the converging effects of COVID-19 and its economic fallout, they must also rethink their strategies to prepare for and adapt to new global tax challenges. BDO’s transfer pricing webinar series will highlight timely updates with interactive discussions from our global transfer pricing leaders.
Enoch Hsu, Director of Transfer Pricing, BDO Hong Kong
Michelle Mianova, Transfer Pricing Director, BDO Indonesia
Zara Ritchie, National Leader, Transfer Pricing Services, BDO Australia
Jiger Saiya, Partner and Leader, Tax & Regulatory Service, BDO India
Bernice Tan, Executive Director, Tax, BDO Malaysia
Elis Tan, Executive Director, Transfer Pricing, BDO Singapore
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11.10.20 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Post-Election Economic Update: Recovering from COVID-19 Disruption
As the economy slowly begins to recover from the impacts of COVID-19 disruption, many financial institutions find themselves in uncharted operational and economic territory.
Join us for a webcast addressing the current state of the economy, the recent economic upturn, early indications of lasting changes, and longer-term issues resulting from COVID-19. Key topics we’ll cover include:
· Potential economic implications of the presidential election
· Paycheck Protection Program (PPP) and Main Street Lending Program complications
· Forbearance issues
· The probability of an extended period of low rates
John W. Mitchell, Economist, M&H Economic Consultants
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11.13.20 | 9:30 a.m. (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
Elevating Your Data and Privacy Protection Knowledge in Today’s Environment – Part 2
Implementing a privacy program framework and managing an enterprise privacy program are covered in this course, including program operational lifecycles and guidance for structuring a knowledgeable, high-performing privacy team. Those taking this course will learn the skills, processes, and technologies needed to manage privacy in an organization—regardless of jurisdiction or industry.
Karen Schuler, Principal, Governance, Risk & Compliance National Practice Leader, BDO
Andrew Tobel, Experience Manager, Governance Risk & Compliance, BDO
Doug Foreman, Certification Director, IAPP | International Association of Privacy Professionals
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11.19.20-12.17.20 | 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.
11.19.20 | What’s Next with HIPAA
12.17.20 | What’s On Tap for 2021
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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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