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

FROM THE PRESIDENT

Jim Howe FEI Dallas Chapter President The Dallas Chapter of FEI has had a great start to the year with excellent dinner programs, professional development sessions, and SIG events. Thank you to all who have attended in person and virtual. While some events have been virtual-only due to various constraints, we have been able to hold in-person monthly chapter meetings at Northwood Club. It’s great to see people gathering again. And so far nothing has been derailed by supply chain issues. Food and drink have been plentiful. The first two meetings of the year have had around 150 people attend in person, and we look for that number to continue to grow. Read more

Connecting With Your FEI Dallas Chapter Colleagues

The FEI Dallas Chapter membership directory is going to print soon and will be distributed in November. 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 showing (as available in the FEI member database): name, company, job title, preferred address, phone number, email address, 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.

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 will be in person on 2nd Mondays at Northwood Club unless otherwise noted, starting with a Professional Development session followed by the Networking Social and Dinner Meeting. For the fall meetings (September-November) the two educational programs will be livestreamed via Zoom Webinar and eligible for CPE credit. Stay tuned for more information as plans for 2021-22 scheduling evolve.

11.08.21 | 4:00-8:00 p.m. (Central) | 2.5 CPEs Monthly Chapter Meeting | IN PERSON + Livestreamed Programs Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Programs are livestreamed via Zoom webinar and eligible for CPE credit. Registration extended through Tuesday, November 2.    4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed Behavioral Health, Your Company and You:  What It Is, Why It Is Important, and What You Should Know Each of four panelists will take up to 10 minutes for a presentation on a specific behavioral health topic impacting businesses in North Texas. They will then take questions from the audience in a facilitated conversation for the remainder of the time. This will be a highly informative session with some of the foremost experts on their subject in Texas. They will cover a range of topics from business and personal perspectives to assist audience members as they navigate behavioral health issues in their workplaces.   PANELISTS Behavioral Health and Your Healthcare Plan  ■   Frank Webster, MD | Senior Medical Director, Behavioral Health, Health Care Service Corporation, parent of Blue Cross Blue Shield of Texas, Illinois, New Mexico, Oklahoma, and Montana The Anatomy of Crisis ■   Sherry Cusumano, RN, LCDC | Administrative Director of Community Education and Clinical Development, Medical City Green Oaks Hospital; immediate Past President, National Alliance on Mental Illness (NAMI), North Texas  The Cost of Silence  ■   Vanita Halliburton | Co-Founder and Executive Chairman, Grant Halliburton Foundation Mental Health in the Executive Suite ■   Kelly Rentzel | General Counsel, First Foundation, Inc.  MODERATOR ■   Thomas Montgomery | Managing Member, Montgomery Capital Advisors, LLC   5:15-6:20 p.m. Networking Social | In Person Only 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE | In Person 7:00-8:00 p.m. Keynote Presentation | 1 CPE | Livestreamed  The Business Case for Mental Healthcare and Mental Health in the Workplace The onset of COVID with lockdowns and social isolation has exacerbated harmful trends in depression, anxiety, bipolar depression, suicide, substance use disorders, and absenteeism, thus intensifying their impact on the workforce and employers. This program will address the amazing work happening around the country and at MMHPI regarding behavioral health in the workplace, the significant role employers play in the health and wellness of their employees, and why that matters. Financial executives will come away from this talk with an understanding of the financial implications of behavioral health on the workplace and be inspired to be a part of mental health solutions in North Texas.    ■   Andy Keller, Ph.D | President & CEO, Meadows Mental Health Policy Institute (MMHPI)   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 and registration

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

SPECIAL EVENTS

12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs | SAVE THE DATE Dallas Technology Breakfast 2021 | IN PERSON Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Sponsored by Grant Thornton LLP  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 ■   David Parker | Principal | XLP-Executive & Professional Liability, MarshMcLennan Agency   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

CAREER EVENTS

IMPORTANT CHANGES TO CAREER MANAGEMENT MEETINGS | Starting in August 2021, monthly Career Management meetings with FENG will be in person on the 3rd Tuesday of each month year-round. Meetings will be hosted by Bank of Texas at Sherry Lane Place in Dallas. in the ground floor conference room. Light food and drinks will be provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event.

11.16.21 | 5:30-8:00 p.m. (Central) | 1.5 CPEs  Monthly Career Management Meeting with FENG | IN PERSON Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room Free parking if departing after 6:00 p.m. Top Ten Hiring Mistakes Rich Lavinski and Tony Beshara are the founders of East 57th Street Partners. Over the years they both have become experts in career management, executive search, and consulting services specializing in the areas of industry recruiting, accounting and finance employment and employment related services. Rich and Tony will discuss common hiring mistakes that companies make when evaluating and hiring job candidates. Rich Lavinski, CPA, Co-Founder of East 57th Partners Tony Beshara, Ph.D., Co-Founder of East 57th Partners   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 for CPE eligibility | Event details and registration CPE credit available to FEI members

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 | IN-PERSON SOCIAL September 21 October 19 November 16 December 21   2022 January 18 February 15 March 15 April 19 May 17 June 21

SPECIAL INTEREST GROUPS

For the 2021-22 year, SIG meetings in September will be virtual. Going forward, the SIGs may host in-person meetings which may be livestreamed for those who choose not to attend in person.

11.03.21 | 5:00-7:30 p.m. (Central) | 1 CPE Real Estate CFO Series | IN PERSON Dallas Midtown — The Long and Winding Road Scott Beck will tell the story of his multi-billion-dollar mixed-use project that includes millions of square feet of office, retail and restaurant space, along with apartments and an urban park . Scott Beck | CEO, Beck Ventures   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

11.09.21 | 4:30-5:50 p.m. (Central) | 1 CPE Healthcare CFO Series | VIRTUAL 2021 Healthcare Trends and Activity Farragut Square Group, a leading healthcare research and advisory firm, will summarize and provide key specifics in such topics as Congressional activity, trends in healthcare and healthcare deals, and developments in managed care. Brian Fortune | President, Farragut Square Group    Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

PARTNER EVENTS

11.02.21 | 1:00 p.m. (Central) | 1.5 CPE | Presented by Moss Adams ONLINE CONFERENCE 2021 State of the Union: Health Care Join us for the first segment of our annual 2021 Health Care Executive Webcast Series. Presenter Ford Koles of The Advisory Board will provide insight into the aftermath of the COVID-19 pandemic. He’ll address key opportunities and challenges for the health care industry and steps you can take to prepare your organization for 2022. Ford Koles | Vice President, National Spokesperson, The Advisory Board Event details and registration

11.03.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR SaaS Companies: Tax Opportunities and Risks Join us for our webcast in which we'll cover state and local tax updates as well as international tax considerations impacting SaaS companies. Our industry professionals will provide insight on how to do the following: – Determine economic nexus – Navigate the myriad sets of tax rules at the state and local level – Navigate international obligations such as foreign withholding and consumption taxes, such as value-added tax (VAT) Wakako Byer, JD | Partner, Moss Adams Adam Cline, CPA | Partner, Moss Adams James D. Robinson | Managing Director, Moss Adams Event details and registration

11.04.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Not-For-Profit Accounting and Auditing Fall Update Having a strong understanding of key regulatory developments and their potential effects on the not-for-profit sector is critical to navigate accounting and reporting requirements for your organization. Join us for our webcast in which we’ll address changes to auditing and accounting standards and how they could impact your not-for-profit organization. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, including: – Accounting and financial reporting impacts of COVID-19 – Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA) – American Rescue Plan Act (ARPA) – Upcoming accounting standard updates and potential effects on financial statements – Uniform guidance considerations and single audit update Matt Parsons | Partner, Moss Adams Scott Simpson | Partner, Moss Adams Event details and registration

11.09.21 | 2:30 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams WEBINAR SERIES CMMI’s Vision of Future Payment Models and Value-Based Care Join us for the premier keynote session of our 2021 Health Care Executive Webcast Series featuring Dr. Liz Fowler and Dr. Mark McClellan, moderated by Susan Dentzer. We’ll discuss the Center for Medicare and Medicaid Innovation’s (CMMI’s) vision of the future of payment models and value-based care. Liz Fowler | Deputy Administrator and Director of the Center for Medicare and Medicaid Innovation, Centers for Medicare and Medicaid Services Mark McClellan | Director, Margolis Center for Health Policy at Duke University Susan Dentzer | Senior Policy Fellow, Duke-Margolis Center for Health Policy Event details and registration

11.11.21 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams ONLINE CONFERENCE Annual Healthcare Conference 2021 Behavioral Health Transformation and Payment Reform The COVID-19 pandemic exposed the nation’s overwhelming need to address behavioral health gaps and opened new doors to telehealth treatment and opportunities for payment parity. Join us for a discussion on transformation and payment reform in behavioral health. We’ll address payment parity at the federal and state levels, and how it’s impacting the continuum of care. Additionally, we’ll cover: – Provide an overview of behavioral health parity across the US – Discuss what’s happening at state levels to help guarantee commercial payers are covering treatment and leveraging telehealth services – Explore innovation and upheavals, including consolidation, primary care integration, and new entrants to behavioral health – Discuss how the pandemic changed how mental health is valued and treated Patrick J. Kennedy | Former US Representative, US House of Representatives John Arch | Nebraska State Senator Shawn Coughlin | President and CEO, National Association for Behavioral Healthcare (NABH) David Lloyd | Senior Policy Advisor, The Kennedy Forum 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

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

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