North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
|
|
|
Free, Rapid At-Home COVID-19 Tests Available
As a service to FEI members, sponsors and their companies, we are providing the following information for the benefit of you, your families, and your colleagues. Please feel free to forward it as you deem appropriate.
The federal government recently announced it would begin distributing free, rapid at-home COVID-19 tests to Americans. Starting January 19, each household is eligible to order a package of four free tests from CovidTests.gov. Tests will typically ship within 7-12 business days.
Further, as of January 15, private insurance companies are required to cover at-home COVID-19 tests, eight free at-home tests per covered individual per month.
|
|
|
Call for Nominations | FEI Dallas Chapter Officers 2022-23
Nominations are open through January 31, 2022 for the following 2022-23 FEI Dallas Chapter officer positions:
President
First Vice President (Programs)
Second Vice President (Membership)
Treasurer | Secretary
To nominate an FEI Dallas Chapter member in good standing for a chapter officer position, please first confirm that the nominee is willing to serve in the position for which they are being nominated, and then submit your nominee by email to nomination@feidallas.org. Self-nominations are accepted. The Nominating Committee in coordination with the Chapter President and Incoming President will review nominees, and the recommended Slate of Officers will be presented to chapter membership in March for online voting. Election results will be announced at the April 2022 monthly chapter meeting.
|
|
|
Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Starting in January, programs will no longer be livestreamed for virtual attendance. Meetings start with a Professional Development session followed by a Networking Social and Dinner Meeting with the Keynote presentation. There is no monthly meeting in December or from May-August when other special events are scheduled.
|
|
|
02.07.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Note date change to first Monday due to holiday conflict
Registration open through Monday, January 31, 2022
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
KPMG Annual Accounting and Tax Update
This course will provide an overview of key financial reporting issues and trends and an update on tax hot topics, including anticipated and enacted changes of the Biden administration, changes to the R&D tax credit, and remote working tax and operational considerations.
Michael Nesta | Partner, KPMG LLP
Noel Ellison | Principal, Tax, KPMG LLP
Michael Fishman | Partner, Tax, KPMG LLP
Andrew Brannon | Managing Director, Tax, KPMG LLP
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
The Virtuous Leader
It is encouraging that there has been so much focus in business schools on ethical principles, ethical decisions, and corporate actions of social responsibility. But there is a deeper issue that has not received as much attention: the character of the leader and the virtues that make a leader one of good character. This presentation will focus on what it means to be a leader of good character, and why that matters so much for the corporations he or she leads as well as for those the corporation serves.
Jonathan J. Sanford, PhD | President / Professor of Philosophy, University of Dallas
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
|
|
|
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 | Meetings are IN PERSON ONLY, no virtual option unless otherwise indicated
January 10
February 7 – First Monday due to holiday conflict
March 14
April 11
|
|
|
02.19.22 | 6:00-11:00 p.m. (Central)
Winter Social 2022 | IN PERSON
The Glamorous Era of Travel | Dinner Party
Frontiers of Flight Museum – Dallas Love Field
Title Sponsor: MarshMcLennan Agency
Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. Invitations are +1 for spouse/partner/date but not a colleague for the purpose of business development. COVID safety protocols in effect.
|
|
|
04.05.22 | Evening event | SAVE THE DATE
Spring Social | Wine Tasting
Dallas Arboretum, 8525 Garland Rd., Dallas, TX 75219
05.02.22 | SAVE THE DATE
Spring Social | Golf Tournament
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
|
|
|
Monthly Career Management meetings with FENG are virtual until further notice. Meetings are held on the 3rd Tuesday of each month year-round. Career meetings are open to FEI Dallas Chapter members, employed or unemployed. In addition to helping job seekers, the Career Management group can assist employed members with skills needed to excel at their current position, plan for their next opportunity, and find solid qualified applicants for openings on their financial team.
|
|
|
02.15.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | VIRTUAL
Career meetings will be virtual until further notice.
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
|
|
|
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 | SOCIAL
September 21
October 19
November 16
December 21 | HOLIDAY HAPPY HOUR
2022 | Virtual until further notice
January 18
February 15
March 15
April 19
May 17
June 21
|
|
|
01.27.22 | 5:00-7:30 p.m. (Central) | 1 CPE
Real Estate CFO Series | IN PERSON
The Future of Commercial Office Space – Has There Been a Shift?
Dallas Country Club, 4155 Mockingbird Ln., Dallas
Panel discussion on the impact of the Pandemic shifting the workplace from the office to an alternative location. Has this resulted in a permanent change in the commercial office space?
Paul E. Hendershot | Market Economist, CoStar
Greg Greene | Senior VP, CBRE
John Marshall | Executive VP, McGriff
Will Hendrickson | Senior Managing Director, Dallas, Granite
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
|
|
|
02.24.22 | 4:30-6:30 p.m. (Central)
Technology CFO Series | IN PERSON
Update on Blockchain Technology – Including Cryptocurrencies
and Non-Fungible Tokens (NFTs)
Moss Adams First Floor Conference Room, 14555 Dallas Pkwy., Dallas
Blockchain is an immutable database of information to manage businesses, and is the technology that allows Cryptocurrency to exist and Non-Fungible Tokens (NFTs) to be created, and has been more important every day. This presentation will provide details about Cryptocurrency and NFTs, and related business, ethical, and tax issues so you are better prepared to help your clients. There are international legal issues as governments around the world are trying to cope with new laws required to protect Cryptocurrency and NFTs.
Natalie Smolenski | Head of Business Development, Hyland Innovation
Laura Ganoza | Partner, Foley & Lardner LLP
Peter Vogel | Of Counsel, Foley & Lardner LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
|
|
|
01.27.22 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Valuation Audit Readiness for Private Equity Funds
BDO invites you to join our 1-hour virtual webinar –Valuation Audit Readiness for Private Equity Funds –on Thursday, January 13th at 12:00 PM EST intended for CFOs, controllers, and finance teams of private equity firms.
Nick Maroules | Assurance Partner, BDO USA, LLP
Dale Thompson | National Technical Partner, Asset Management & Financial Services. BDO USA, LLP
Donna Lobete | Senior Manager, Valuation & Business Analytics, BDO USA, LLP
Jeff Bilsky | Partner, National Tax Office, BDO USA, LLP
Verenda Graham | Partner, National Private Equity Tax Leader, BDO USA, LLP
|
|
|
01.27.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Navigating the Stimulus Funding Compliance Requirements
This webinar provides participants an opportunity to gain the latest information on how to avoid the compliance pitfalls associated with single audits and how to comply with all relevant rules and regulations.
Lee Klumpp | National Professional Practice Partner, Nonprofit & Government Industries, BDO USA, LLP
Carla DeMartini | National Professional Practice Partner, Nonprofit & Healthcare Industries, BDO USA, LLP
Tammy Ricciardella | Professional Practice Director, Nonprofit, BDO USA, LLP
Stacey Powell | Professional Practice Director, Government, BDO USA, LLP
Sam Thompson | Professional Practice Director, Government, BDO USA, LLP
|
|
|
02.01.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
BDO’s Life Sciences Governance, Risk & Compliance Webinar Series: Data Privacy & Governance
If there's one issue that's top of mind for life sciences executives, it's data privacy. Life sciences organizations are collecting and consuming more protected health information (PHI) than ever before.
Mark Antalik | Managing Director, Governance, Risk & Compliance, BDO USA, LLP
|
|
|
02.08.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
SPAC Spotlight: Industry and Tax Considerations for Going Public
In the second of this two-part series, we’ll go over the tax considerations for companies looking to go through a SPAC and explore why technology companies have engaged in a disproportionately high number of SPAC compared with other industries.
Demetrios Frangiskatos | Co-leader of BDO’s SPAC Assurance Practice, BDO USA, LLP (moderator)
Scott Hendon | National and Global leader, Private Equity Practice, BDO USA, LLP
Aftab Jamil | National Leader, Technology Practice, BDO USA, LLP
Richard Liebman | Managing Director, Tax, BDO USA, LLP
|
|
|
02.23.22 | 10:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
Environmental & Social Governance in Private Equity
Of the factors changing the business landscape, the fundamental shift in mindset occurring around the convergence of environmental, social and governance (ESG) issues is taking center stage. ESG is at the forefront for organizations of all types and their diverse set of stakeholders.
Karen Baum | Partner, National Advisory Services, BDO USA, LLP
Maria Carradice | Managing Director, Mayfair Equity Partners
Justin Catalano | Group Head of Private Equity, Fengate Asset Management
Peggy Roberts | Managing Partner, Riverside Capital Appreciation Fund
|
|
|
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.
|
|
|
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.
|
|
|
Emerging Academic Partner
|
|
|
FEI Dallas Chapter
P.O. Box 801363
Dallas, TX 75380-1363
|
|
Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
|
|
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.
|
|
|
|
|
|
|