North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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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01.12.21 | 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
How to Join a Corporate Board and Become an Effective Director
Corporate boards can be conservative and clubby institutions. Yet many senior financial leaders desire and are qualified to join a board. So how can you make the leap from an effective executive to joining a corporate board? Why would you want to? And once you do, how do you know you are doing it right. Hear from our distinguished panelists on how they navigated that chasm.
Amy Rojik, National Partner, Governance & External Communications, BDO (moderator)
Renée Arrington, President & COO, Pearson Partners International
Dr. Patricia Connolly, CEO, SMC Squared
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
2021 and Beyond: The Dallas Real Estate Market
This program will cover the impacts of the COVID-19 pandemic and the economy on the Dallas commercial real estate market, and provide insight into what JLL expects to see in 2021 and beyond.
Brad Selner, President - South Central Region, JLL
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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02.09.21 | SAVE THE DATE | 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”
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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 are organizing a Virtual Wine Tasting on Friday, February 26 – please Save the Date! 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. | SAVE THE DATE
Virtual Wine Tasting
Rombauer Winery will host this tasting event featuring their Chardonnay, Zinfandel, and Cabernet Sauvignon varietals. More details to come.
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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01.26.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
A New Year and The New Next – Relationships & Networking for Financial Leaders and Professionals
In 2020 Social and Physical Distancing changed the Playbook for our companies, our roles and our life at home and more. It’s a New Year and a New Norm! We will continue to travel less by car and by plane and we will have more time in our calendars to network and build relationships and so do with our internal peers, business partners and trusted advisors. Learn how to effectively build relationships in 2021 in “The New Next: leveraging principles of The NCG Factor.
Larry Kaufman, Regional Managing Director-Midwest, Jefferson Wells
Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
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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01.21.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Technology CFO Series | VIRTUAL
Cybersecurity: Navigating Threats in the WFH Environment from the CFO Seat
Cybercriminals have never been as active wreaking havoc around the world, and since so many companies do not have regular offices, the Cybercriminals have re-directed their efforts to professionals working remotely. Their number one target is the financial community, and CFOs need to be mindful of that. Phishing, malware, ransomware, and spear phishing have increased dramatically, and there are reports that more than $6 billion in ransomware has been paid in the past 12 months. This panel will discuss important practical advice on how CFOs can protect themselves.
Doug Jones, SVP, Principal, RHSB
Peter Vogel, Of Counsel, Foley & Lardner LLP
Francis Tam, Partner, Moss Adams
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
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01.27.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Manufacturing & Distribution CFO Series | VIRTUAL
Quick Operating Turnaround Strategies for Manufacturers and Distributors
This program will address some common inventory planning and production scheduling practices that routinely go unresolved and can lead to high inventory, high labor costs, long lead times, and poor customer satisfaction. Topics will include:
- Symptoms of poor inventory planning and why it happens
- Optimal inventory planning concepts
- Symptoms of poor production scheduling and why it happens
- Causes and implications of schedule volatility
- Deconstructed requirements for on-time performance
- How ERP-based production scheduling can be used to support lean pull-based manufacturing flow to reduce lead times and WIP inventory
David Altemir, President/Senior Consultant, Altemir Consulting
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing & Distribution sector
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02.10.21 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
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
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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01.12.21 | 9:00 a.m. (Central) | Presented by Moss Adams
Biden’s Proposed Tax Plan: Opportunities and Considerations
In the few months since the US presidential election, tax questions have become a central point of discussion for many business owners and individuals.
Join us for a webcast addressing the potential impacts of President-elect Joe Biden’s tax plan on federal tax laws and estate planning. You’ll have the opportunity to connect with tax professionals as they answer your questions, address concerns, and expand on key topics, such as:
– Changes to international, business, and individual tax policies introduced in Mr. Biden’s tax proposal
– Approaches to estate and gift tax planning
– State Tax Matters
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01.12.21 | 1:00 p.m. (Central) | 1 CPE | Presented by FEI San Antonio Chapter
Energy Innovation and the State of Play
A nonprofit startup, created to foster energy innovation, support startups and aid energy companies (both utilities and oil and gas) in their own energy innovation journeys has to be creative, lean, nimble and very 21st-century. Already a demanding challenge, add a worldwide pandemic to the mix, and now the organization must prove it is all it’s cracked up to be. Such has been the journey of EPIcenter during its nearly five years of operation. CEO Kimberly Britton will talk about EPIcenter’s evolution and what it tells us about the energy sector today and in the future.
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01.13.21 | 10:00 a.m. (Central) | 2 CPEs | Presented by Moss Adams
ASC 740 Updates
As we prepare for the upcoming reporting season, it’s important to stay updated on the many changes that have occurred in 2020.
Join us for a webcast in which we discuss the main changes to the Accounting Standards Codification (ASC) 740 provision as well as how it was impacted by the Coronavirus Aid, Relief, and Economic Security Act (CARES) Act. We’ll address current issues impacting accounting for income taxes, lessons learned from the past year, and things to consider for the upcoming reporting season.
John Monahan, CPA, Tax Partner, Moss Adams
Rebecca Rogers, CPA, Tax Senior Manager, Moss Adams
Andrew Roush, CPA, Tax Senior Manager, Moss Adams
Brian Permelee, CPA, Tax Director, Moss Adams
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01.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q4 2020 Quarterly Technical Update
Presented as part of BDO’s 2020 Quarterly Technical Update Webinar Series, the "Quarterly Technical Update – Q4 2020" 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. Specifically, the program will discuss developments that occurred during the fourth quarter of 2020 with respect to various topics in accounting and financial reporting.
Adam Brown, National Assurance Managing Partner, BDO USA, LLP
Paula Hamric, National Assurance Partner, BDO USA, LLP
Brandon Landas, National Assurance Partner, BDO USA, LLP
Amy Rojik, National Assurance Partner, BDO USA, LLP
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01.13.21 | 11:30 a.m. (Central) | CPE available | Presented by FEI Twin Cities Chapter
Back to Business: Moving Diversity, Equity, and Inclusion Forward
Minneapolis and Saint Paul sit at the epicenter of a crisis felt worldwide in the wake of the killing of George Floyd and the bedlam following this horrific event. Protests have risen around the globe to advance racial equity, inclusion, justice, and respect. Companies seek to move these goals forward but also want to know that their actions are making a difference. So, what are the key indicators of an inclusive economy? And what can financial executives and board members do to advance inclusive growth and prosperity in the communities served by their companies?
Join FEI Twin Cities and the Minnesota Chapter of the National Association of Corporate Directors for this jointly sponsored event featuring Tawanna Black, Founder and CEO of the Minneapolis-St. Paul-based Center for Economic Inclusion.
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01.19.21 | 9:00 a.m. (Central) | 1 CPE | Presented by FEI Austin Chapter
Annual Accounting Update
This webinar will strive to enhance participants’ understanding of important accounting issues and developments pertaining to recent actions of standard-setters, regulators, and others. Among the topics to be covered are:
· Financial reporting consideration of COVID-19
· Standard setting updates
· Income tax accounting and policy considerations
· SPACs (Special Purpose Acquisition Companies)
Presented by Deloitte:
Bryan Anderson, Advisory Partner
Chase Berg, Austin & San Antonio Audit Leader
Sara Keller, Managing Director
Brian Lowe, MDP Audit & Assurance Manager
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01.19.21 | 9:00 a.m. (Central) | Presented by Moss Adams
State of the Economy: Key Insights for Washington Businesses
As you prepare for 2021, you may be wondering about the status of the economy and how it relates to your organization.
Join us for a webcast keynoted by Steve Scranton of Washington Trust Bank, a leading economist, who will share insights on the economic conditions and the world securities markets as they relate to Washington businesses. Steve and Moss Adams professionals will answer your questions, address concerns, and expand on key topics such as:
· Economic outlooks on national, state, and local levels
· Paycheck Protection Program (PPP) loan reporting for financial statements
· Transfer of wealth
· Cybersecurity trends to be aware of in 2021
Steve Scranton, CFA, SVP, CIO & Economist, Washington Trust Bank
Tyler Mickey, CPA, Senior Manager, Moss Adams
Brandon Flory, CPA, Senior Manager, Moss Adams
Tegan Peterson, CPA, Partner, Moss Adams
Kevin Villanueva, Partner, Moss Adams
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01.19.21 | 12:00 noon (Central) | 1 CPE | Presented by FEI Houston Chapter
Navigating the Energy Market During COVID-19
In an industry known for volatility, 2020 is one for the record books. What started out as an already volatile year for the energy sector became even more tumultuous as the global pandemic hit and restrictions on travel and economic activity brought demand to a screeching halt.
As the pandemic raged on throughout 2020, many industry participants and investors continued to struggle to address weakened demand, capital constraints, and increasing financial distress – all while preparing for how the industry will evolve as a result of the pandemic.
In this webinar, Stout's energy, oil & gas experts will discuss how companies can navigate this precipitous time and what they need to persevere through the pandemic and beyond. This webinar will cover the following topics:
– Recent M&A trends
– Impact of COVID-19 on valuation levels
– The best time to start an M&A or private capital raise process
– How processes have changed during this volatile and uncertain period
– Technical accounting considerations unique to the industry
– What the future holds: Our look into the crystal ball
Steve Hills, Managing Director & Head of Technical Accounting Consulting Practice, Stout
Shishir Khetan, Managing Director, Valuation Advisory Group, Stout
Todd Parsapour, Managing Directory & Head of Energy Practice in the Investment Banking Group, Stout
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01.21.21 | 8:00 a.m. (Central) | Presented by Moss Adams
Grow in 2021: Service Models and Digital Transformation
Is your professional services firm ready for growth in 2021?
Join us for our 60-minute executive panel discussion covering the latest growth strategies, technology changes, and steps to achieve digital transformation. We’ll address key ways your business can:
– Evaluate organic growth and acquisition strategies
– Better navigate new technological advancements
– Transform client service delivery
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01.21.21 | 8:00 a.m. (Central) | Presented by Moss Adams
Drop-In Sessions: Pros and Cons of Selling in Today’s Market
If you’re considering selling your business in the current economy, it’s important to first understand key benefits and challenges.
Join us for our final drop-in session, focusing on what today’s selling environment looks like for restaurants and similar hospitality businesses. Private equity and investment banking subject matter experts will provide insight into key points impacting businesses like yours, including:
– The continuously evolving market’s impacts on the industry
– How to position your business for a sale in the current economy
– Industry developments business owners can expect in 2021 and beyond
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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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