North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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.
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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. |
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03.14.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Rethinking Your Global Supply Chain:
Understanding How Global Economic Shifts Impact Supply Chains
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
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
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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 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
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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.
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04.05.22 | Evening event | SAVE THE DATE
Spring Social | Wine Tasting
Dallas Arboretum, 8525 Garland Rd., Dallas, TX 75219
Sponsorships available
05.02.22 | SAVE THE DATE
Spring Social | Golf Tournament
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Sponsorships available
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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.
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02.15.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | VIRTUAL
Career meetings are virtual until further notice.
The Forecast Calls for Storms
Resilience is the ability to bounce back after hardship or failure. Over the last two years, whether we like it or not, everyone has grown more resilient. However, is resilience one of those characteristics that can only be developed when you’ve been dealt unfortunate external circumstances? Can you build resilience without waiting for the next global catastrophe to hit? I believe the answer is “yes” and during this message I will share three simple ways to keep developing into a resilient professional regardless of your current circumstances.
Adam D. Tarnow | Founder, Adam Tarnow & Company
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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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
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02.17.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Private Equity CFO Series | IN PERSON
The Great Balancing Act
Weaver Offices, 2300 N. Field St, Ste. 1000, Dallas
The economy is facing numerous imbalances in 2022. Labor shortages may hinder economic activity and boost inflation. Waning fiscal stimulus and high inflation may curb consumer behaviors. The supply/demand equilibrium is out of balance due to supply chain disruptions and spiking demand for goods. The Federal Reserve is facing the Great Balancing Act, increasing interest rates at the right pace and time, without squashing GDP growth and throwing the economy into a recession.
This presentation will discuss the imbalances in the economy and the risks of potential solutions that keep everything in balance. We will discuss key economic variables, along with our 2022 forecasts. Attendees will learn what is driving the economy and financial markets, the risks that are present, and potential scenarios that may play out.
John Prywes | Tax Attorney, Greenberg Traurig, LLP
KC Mathews | Chief Investment Officer & Executive VP, UMB Bank
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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02.24.22 | 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
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03.01.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Retail & Restaurant CFO Series | IN PERSON
Why the Retail and Hospitality Industries Need to Pay Attention to Data Privacy and Cybersecurity
Lawry’s The Prime Rib, 14655 Dallas Pkwy., Dallas
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. Please join our expert panel as we navigate the many facets of cyber risk management and discuss practical advice on how financial executives can protect their companies.
Peter Vogel | Of Counsel, Foley & Lardner LLP
Mike Rastigue | Cyber Solutions Leader, Crum & Forster
William Cramer | Senior Counsel, Clark Hill
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Retail & Restaurant sectors
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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
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03.08.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
BDO’s Life Sciences Governance, Risk & Compliance Webinar Series: Blockchain & Data Protection
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. Many are wrestling with dual data challenges: how can they continue to achieve high growth without compromising patients’ privacy?
Karen Schuler | Principal, Governance, Risk & Compliance National Practice Leader, Global Privacy Services Co-Leader, BDO USA, LLP
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05.16.22 | Presented by TXCPA Dallas
Convergence 2022 | IN PERSON
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel at The Star, Frisco
This premier educational event will include five tracks – 26 sessions in all – on accounting, finance, legislative, tax, and legal topics with a luncheon keynote address presented on the Cowboys practice field by Chris Cassidy, former Navy SEAL, astronaut, Bronze Star recipient, and current CEO of The National Medal of Honor Museum.
FEI Dallas is a Silver Sponsor of this event and FEI members enjoy discounted pricing.
FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.
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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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Emerging Academic Partner |
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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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