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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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
This program will provide an overview of key financial reporting issues and trends and an update on tax hot topics related to the new administration, working from home, and IRS audit activity and focus.
Michael Nesta, Partner, KPMG LLP
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
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
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02.24.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Healthcare CFO Series | VIRTUAL
2021 Evolving Cyber Fraud and Mitigation Strategies
As organizations mature their cybersecurity hygiene, hardening defenses and refining detection and response, the fraudsters continue to find new ways to ply their trade. Attendees will gain an up to date understanding of current threat landscape through the analysis of case studies and examples for public disclosures. We will examine examples of actual spear phishing, account take overs, and ransomware. We will close with an analysis of up-to-date information on the SolarWinds Orion breach.
Randy Romes, Principal – Cybersecurity, CLA
Michael Siegel, Principal – Healthcare, CLA
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector
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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 | 11:00 a.m. (Central) | 1 CPE | Presented by FEI Tampa Bay Chapter
WEBINAR
Business Agility and Agile Audit
Google search for Business Agility results in over 2.9M items. Agility and resiliency is at top of mind for everyone during these challenging times. Using the Agile Audit as the perfect example, we will explain business agility and how to apply the Agile principles and technology enablers to transform departments and teams into value creation centers.
Ian Burnett, VP, Internal Audit & Compliance, Advisory & Project Services, RGP
Kristen Darby, VP, Business Agility, RGP
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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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01.20.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Transactional Opportunities and Considerations for the Insurance Industry
Considering the impact of the COVID-19 pandemic on the insurance industry, now more than ever, new or existing dealmakers in the insurance industry must be vigilant and flexible to make informed business decisions as they approach new deals. As dealmakers explore new mergers and acquisitions, engaging tax early in the process provides the opportunity to structurally solve tax issues that may result in pricing uncertainties or a closing risk. Early engagement may allow for the preservation or optimization of existing tax benefits resulting in maximizing deal value for the buyer and seller.
Doug Bekker, Partner, National Tax Office, Merger & Acquisitions, BDO USA, LLP
Sean Finn, Tax Managing Director, BDO USA, LLP
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01.20.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q4 2020 International Financial Reporting Standards (IFRS) Quarterly Update
Each quarter, BDO USA's IFRS leaders 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
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01.21.21 | 2:30-3:45 p.m. (Central) | 1.5 CPEs | Presented by FEI San Francisco Bay Area Chapter
WEBINAR
Annual State of the CFO / Finance Executive Job Market 2021
COVID-19 has already resulted in significant disruptions and changes to CFO/Finance Executive hiring -- including impacting market dynamics, attributes which companies are seeking, and virtual recruiting/discussions. Our panel of top recruiters will cover these aspects, as well as updates on the following:
– Compensation trends and what is driving them
– Skills and experience which companies are seeking for different stage companies as well as for specific industries
– Expectations related to forces in the local (SF and broader SF Bay Area) marketplace and beyond
– Review of actual compensation data from recent placements
Attila Bardos, Senior Principal, Executive Search, Robert Half
Gene Kim, Vice President, Director of Placement Services, Robert Half
Post-Event Networking Session | 4:00-4:45 p.m.
After the presentation, we will host a virtual networking / social session. Grab your favorite cocktail or beverage and join us! Similar to our in-person events, we will go around the "virtual" room for brief introductions. We will then use Zoom's breakout rooms to facilitate small group discussions (3 to 4 people).
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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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01.26.21 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Navigating Political Uncertainty for Nonprofits
With the upcoming U.S. presidential inauguration, every nonprofit organization has the same question in mind: How will the shift in government affect my organization? The nonprofit leaders of BDO, Arent Fox and PNC invite you to a bipartisan panel discussion with a former Republican Congressman and Democratic Senator who will share their expertise in navigating the political uncertainty that occurs during a new administration.
Senator Byron Dorgan, Senior Policy Advisor and Government Relations Practice Co-Chair, Arent Fox
Congressman Philip S. English, Senior Government Relations Advisor and Government Relations Practice Co-Chair, Arent Fox
Laurie De Armond, Assurance Office Managing Partner & Executive Director, Institute for Nonprofit Excellence, BDO USA, LLP
Jon S. Bouker, Government Relations Practice Co-Leader, Arent Fox (moderator)
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01.28.21 | 12:00 noon (Central) | Presented by BDO USA, LLP
WEBINAR
How to Survive & Thrive In the Current E&C Environment
This presentation includes expectations for the various segments that make up the broader built environment in the US. We will discuss how the procurement preferences and practices of buyers are changing. Along with the radical new ways’ services are being delivered. Also, provide recommendations for positioning your organization for success in the coming year.
Heath Winsheimer, Assurance Partner, BDO USA, LLP (introduction)
Richard Tison, Principal, FMI Corporation
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02.04.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 VBA Webinar Series: Real Estate Valuation
What are the key elements in the valuation of real estate for the most commonly encountered property types? Join BDO’s Valuation & Business Analytics practice to uncover the most common methodologies, and even more important the pitfalls of flawed methodology. Be able to answer the question; who is qualified to perform a real estate valuation? Understand the potential penalties for flawed or unqualified appraisals. We will address valuations prepared for Financial Reporting and Accounting Support engagements as well as valuations for Wealth Transfer Taxation, Feasibility Studies, Workouts and Litigation Support.
Steven Kurtz, Managing Director, Valuation & Business Analytics, BDO USA, LLP
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02.16.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
Protect Your Workloads with Microsoft Azure Security Center
With cyberattacks occurring every 39 seconds, business leaders are being challenged to change the way they approach security and risk. Organizations are seeking ways to improve how they manage their security posture and threat protection in both cloud and on-premises hybrid environments. One of the biggest challenges for executives is ensuring that their team is successfully using the cloud – and that means leveraging its full security capabilities.
Ric Opal, Principal, BDO Digital, LLC
Patrick Wirtz, Sr. Enterprise Security Executive, Microsoft
Michelle Jackman, Global Blackbelt, Advance Security Architecture, Microsoft
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02.23.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 IA Webinar Series: Internal Audit In the Wake of a Crisis
The events and crises of 2020 have significantly altered the business landscape and brought new and different risks to organizational and departmental objectives. Internal auditors are now tasked with helping management navigate crisis while continuing to deliver on their goals of adding value and driving meaningful change. In this session, we will discuss internal audit’s role in business continuity planning, crisis management, and operational risk management, as well as best practices and techniques for execution and delivery in a socially distanced environment.
Brad Knight, Managing Director, Risk Advisory Services, BDO USA, LLP
Jerome Ryan, Director, Insurance Risk and Recovery, BDO USA, LLP
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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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