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 got off to a fast start in September with numerous events, including our first Monthly Chapter Meeting of the year. Participation was great at both the in-person event and for our virtual offerings. We had 135 attendees at the first dinner program of the year, plus another 95 viewing the presentation online. With high hopes that we’re coming out of the latest wave of the pandemic, we look forward to in-person participation increasing. Read more

Connecting With Your FEI Dallas Chapter Colleagues

The FEI Dallas Chapter membership directory is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and 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.    * Member listings include a member’s preferred address as designated in their member record. Type of address is not identified. Understanding that there are varying outlooks on privacy and data availability, members who prefer not to display their preferred address from the FEI member database should please advise such by Wednesday, October 6, with an email to Sharla Hibberd, sharla.hibberd@feidallas.org.     Directory Privacy Statement Information contained in the FEI Dallas Chapter annual printed membership directory is intended for the exclusive use of the members and staff of Financial Executives International and may not be used in any manner that is inconsistent with the FEI Code of Ethics, Code of Conduct, Bylaws, or FEI’s or the chapter’s privacy practices.

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.

10.11.21 | 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.    4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed Commercial Bankers Roundtable – A Retrospective & Prospective Look of Changing Relationships  A retrospective and prospective look at the impact of PPP and COVID-19 on loans, debt evaluation, and impact on banking relations. What bankers need from CFOs now. Dan Rosencrans | President, Dallas Bankers Club (moderator)          Rachel Capps | SVP, Commercial Banking Group, Capital One Bank Marc Farmer | SVP, Commercial Banking-Texas, UMB Bank David Nakhleh | VP & Relationship Manager, Corporate Banking, Bank of Texas   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  Workforce Solutions for Justice-Involved Emerging Adults Emerging adults, generally, have transition challenges. Those with criminal histories experience even more barriers to social mobility. Will these individuals be able to find livable wage employment, critical occupational skills, and housing? Yulise R. Waters, Esq. provides insight into the ConnectU2Jobs program, which provides justice-involved emerging adults with an earn to learn training program and employment opportunities. Yulise R. Waters, Esq. | Deputy Director, Lone Star Justice Alliance   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

11.08.21 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE 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.    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.   ■   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 Subject: Behavioral Health and Your Healthcare Plan ■   Sherry Cusumano, RN, LCDC, DNP | Administrative Director of Community Education and Clinical Development, Medical City Green Oaks Hospital, immediate past President, National Alliance on Mental Illness, North Texas (NAMI), currently serves on the NAMI-North Texas and NAMI-Texas Boards of Directors  Subject: The Anatomy of Crisis ■   Vanita Halliburton | Co-Founder and Executive Chairman, Grant Halliburton Foundation Subject: The Cost of Silence ■   Kelly Rentzel | General Counsel, First Foundation, Inc.  Subject: Mental Health in the Executive Suite   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, intensifying their impact on the workforce and employers. This program will address the amazing work happening around the country and at the Meadows Mental Health Policy Institute (MMHPI) – a Texas-based nonprofit that provides nonpartisan policy and program research, development, and advice to state and local leaders towards a single goal: improving mental health care delivery in Texas. Dr. Keller will address 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, 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 | Registration information pending

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    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.

10.19.21 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE 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.   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 | Registration information pending 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.

10.06.21 | 4:30-5:50 p.m. (Central) | 1 CPE Technology CFO Series | VIRTUAL Combating the War on Talent and Returning to the Office This program will address how employers are handling the shortage of qualified workers at all skill levels and dealing with desire of much of the workforce to remain remote. A panel of C-level executives from various tech companies will share their strategies.  Felicia Taylor | CHRO, Trintech David Wagner | CEO, Zix Omar Choucair | CFO, Trintech Stacy A. Murrray | CAO, Blucora   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

10.21.21 | 4:30-5:50 p.m. (Central) | 1 CPE Manufacturing/Distribution CFO Series | VIRTUAL The U.S. Workforce Shortage & The Great Resignation This program will cover the macro-economic labor shortage in the U.S., the increased employee turnover businesses have experienced over the last 12 months, and how companies are addressing this phenomenon.  Troy Skidmore | Director of Human Resources, Encore Wire John Luke Spitler | Principal & CEO, Encompass Group Steve Orr, Chief Investment Officer, Texas Capital Bank   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

PARTNER EVENTS

10.05.21-10.27.21 | Presented by Moss Adams ONLINE CONFERENCE 2021 Building Opportunities Conference Join Moss Adams for our 2021 Building Opportunity Conference for insight into trends and opportunities shaping the future of the built world. While the COVID-19 pandemic has had far reaching implications for individuals and companies alike, it has also ushered in the opportunity to rethink the way we do business. Our multiday virtual conference will cover how organizations can prepare for the future, seize new opportunities, and innovate to build back better. Explore the latest developments expected to impact the industry and economy and listen to thought-provoking panels featuring industry leaders who are introducing a new era of innovation to the built world. 10.05.21 | Keynote Session: The 2030 Opportunity 10.14.21 | Economic Update: Post-Stimulus Outlook 10.19.21 | Trends in Environmental, Social, and Governance Programs 10.20.21 | Commercial Real Estate Economic Update 10.27.21 | How Technology Advances Affect the Built World Event details and registration | Conference attendance is complimentary.

10.05.21 | 12:00 noon (Central) | 1.5 CPE | Presented by BDO USA, LLP WEBINAR BDO’s Healthcare Hot Topics Webinar Series: October 2021 BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Event details and registration

10.06.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Mitigate Cyber-Risk for Your Financial Institution As the cyber-risk landscape evolves and more employees work remote, new challenges are impacting the financial industry. Cyberthreats and vulnerabilities are more prevalent than ever, and every institution is at risk. Join us for our webcast to explore challenges financial institutions face as they navigate strategies to protect data and mitigate cyber-risks. Topics we’ll address include: – Changes in governance – Impact of the new normal on the maturity assessment – Management of people and technology deployment – Employee isolation and the psychological impact of the work-from-home environment Craig Sanders | Partner, Moss Adams Chris Wetzel CBAP, CISA | Director, Moss Adams Event details and registration

10.07.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams WEBINAR SERIES E-commerce Webcast Series Join Moss Adams for their e-commerce webcast series, designed to help you reach your market effectively and efficiently, while navigating through operational challenges. These sessions feature case studies from e-commerce companies and leading subject matter experts who will provide updates on current developments impacting the industry and other topics e-commerce companies needs to know in order to thrive.   08.03.21 | Make the Most out of Your Liquidity Event 08.25.21 | Increase Your E-commerce Company’s Capability for Growth 09.09.21 | Close Deals and Position Your E-commerce Company for Success 09.30.21 | Cybersecurity Best Practices for E-commerce Businesses 10.07.21 | E-commerce: Tap into the Potential of Your Data Event details and registration | Past webinars are recorded for on-demand viewing

10.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Quarterly Technical Update – Q3 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q3 2021" webinar continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments. Adam Brown | National Assurance Managing Partner, BDO USA, LLP Paula Hamric | National Assurance Partner, BDO USA, LLP Amy Rojik | National Assurance Partner, BDO USA, LLP Event details and registration

10.20.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Commercial Real Estate Economic Update Join Moss Adams for a discussion on the commercial real estate economic outlook as businesses and consumers continue to adapt to and counter the COVID-19 pandemic. We’ll examine the impact on capital markets and commercial real estate for the next year and beyond. This discussion will cover critical issues affecting your business, including economic and big-picture macro trends and provide insight into the following developing topics: – Capital market updates – Operational and financial concerns – Outlooks based on real estate type – Updates on real-time data that address the COVID-19 pandemic and economic recovery – Changing policies that could affect your real estate company Ken Rosen | Chairman, Rosen Consulting Group Event details and registration

10.20.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Q3 2021 International Financial Reporting Standards (IFRS) Quarterly Update 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. Wendy Hambleton | National Assurance Partner, BDO USA, LLP Nattaly Jeter | National Assurance Director, BDO USA, LLP Andrew Moore | National Assurance Senior Manager, BDO USA, LLP Event details and registration

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

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.