North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Call for Nominations | FEI Dallas Chapter Officers 2021-22
Nominations are open through February 19, 2021 for the following 2021-22 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 jackie.dunn@feidallas.org. Nominations will be open through Friday, February 19, 2021, and self-nominations are accepted. The FEI Dallas Chapter Nominating Committee will review all nominees, and the recommended Slate of Officers will be presented to general membership in March for voting. Election results will be announced at the April 2021 monthly chapter meeting.
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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 | 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
DFW is the Future: 10 Ways DFW will Reemerge Stronger and More Resilient
DFW is well positioned to thrive as we emerge from COVID-19's economic impact. Join us for a discussion of “what’s so great about DFW, why are so many companies moving here, who is coming, and how will it change us?”. We will also touch on Gillea Allison’s experience with transition in a multi-generational business and the challenges and opportunities for historically print businesses in a digital world.
Gillea Allison, President, D Magazine
Duane Dankesreiter, Senior Vice President, Research and Innovation,
Dallas Regional Chamber
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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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 have organized a Virtual Wine Tasting on Friday, February 26, presented by Rombauer Vineyards. 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. A half-bottle of each wine will be shipped directly to those who register and provide a shipping address. A signature is required for delivery, or you may ask FedEx to hold at a convenient facility for your pickup. Mark your calendar, more details to come!
Open to FEI Dallas Chapter members and chapter sponsors
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
This event will be held on the Remo platform, detailed instructions will be emailed to registered attendees.
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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01.27.21 | 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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02.16.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Private Equity CFO Series | VIRTUAL
Welcome to 2021: M&A Market Update and Thoughts on the Year Ahead
This program will provide a look at the M&A market through the 2020 pandemic, current state of credit and equity markets, and thoughts on what the year ahead might hold for transactions.
Robert Rough, Managing Director, Telos Capital Advisors, LLC
Rob Myatt, Partner, Weaver and Tidwell, LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity 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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01.26.21 | 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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02.18.21 | 2:00 p.m. (Central) | 1 CPE | Presented by FEI Silicon Valley
WEBINAR
How Sports Teams are Changing in COVID Times
As COVID has disrupted the sports and entertainment industries, sports franchises have been forced to assess their business models. From the NBA bubble to the neutral site MLB playoffs, sports teams are trying different methods to protect their fans, players, and staff from the effects of COVID, while maintaining a profitable and engaging business model.
Join FEI Silicon Valley and leading professional sporting team financial executives for an engaging panel discussion of how their industries are reacting to the challenges of COVID.
Denise Kaufman, VP Finance and Admin, LA Chargers
Bill Foltz, CFO, Anaheim Ducks
Kashirma Bhathena, VP Finance, SJ Quakes
Bob Graziano, Former President & COO, LA (World Champion) Dodgers (moderator)
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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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