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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03.09.21 | 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
Cyber Risk Management In the Digital Age
Cyber security risk is an ever-growing threat to any organization, and it needs constant attention. And the thread doesn’t just come from criminals, but mistakes within your organization. This session is focused on the CFO’s office, with an overview on the cyber security management landscape, and how to manage and lower your exposure.
Mike Stiglianese
Technology & Cybersecurity Managing Director – Financial Services Industry, BDO
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Program information in progress – Details coming!
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. 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.
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. This event will be held on the Remo platform, detailed instructions will be emailed to registered attendees and sponsor table hosts.
Connecting to Remo – Registered attendees will be emailed a link and detailed connection instructions to the Remo platform this week. Remo requires a good amount of bandwidth and it’s very important to review this information before event time, and to confirm your ability to connect.
Wine Delivery – Three half-bottles of wine from the Rombauer Winery is being shipped via FedEx to be delivered by Thursday, February 25, to registered attendees who provided a delivery address. Look for a shipping confirmation from FedEx with tracking information. Registered attendees who do not receive their wine at their designated delivery location, or who would like to make alternate delivery arrangements or arrange for pickup at a FedEx location, please contact FedEx through the shipping confirmation.
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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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02.23.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
Effectively Handling the Most Critical Interview Questions - Part 1
In placing over 1,100 business professionals over the last 28 years, Jim Ashworth has conducted and documented over 5,000 interview follow-ups. Very simply, he has learned that there are four areas of an interview that will determine which of typically 3-5 candidates will get hired.
In Part 1 of this two-part program, Jim will be covering the first two areas: “Reasons for leaving previous positions” and “Tell me about yourself/why don’t you go over your resume.” He will explain why traditional answers don’t work and how to more effectively handle these questions. Jim plans to conduct multiple role plays on both these areas attendees can experience the differences and more positive outcomes.
Jim Ashworth, Senior Partner, Joseph Michaels International
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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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
Registration open until the start of the meeting
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03.04.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Retail & Restaurant CFO Series | VIRTUAL
Looking Ahead: Real Estate Trends for the Retail & Restaurant Market
This program will be a review of the real estate landscape during the pandemic and what the expected trends are for the upcoming year. Our panelists will cover topics including:
– Leasing strategies
– Strategies to increase your investments in real estate including financing and legal considerations
– Perspectives from the office of the CFO
Bruce Hvidsten, CFO, On Deck Concepts
Tyler Isbell, Vice President, SRS Real Estate Partners
Paul Magy, Member, Clark Hill PLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Retail & Restaurant sector
Registration open until the start of the meeting
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03.24.21 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Rescheduled from 02.16.21
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.
Jonathan Mentzer, Senior VP & Business Development Officer, UMB Capital Finance
Rob Myatt, Partner, Weaver and Tidwell, LLP
Robert Rough, Managing Director, Telos Capital Advisors, LLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
Registration open until the start of the meeting
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02.23.21 | 11:00 a.m. (Central) | Presented FEI Indianapolis Chapter
WEBINAR
Employer Sponsored Health Plan Audits:
A Valuable Tool to Measure Plan Performance During Uncertain Times
Join fellow FEI members and finance professionals as we welcome Catherine Weis, Vice President in Aon’s Specialty Audit group within the Health Solutions practice. She will provide attendees with an overview of the importance of auditing third-party health plan administrators; identify events that would prompt the need for an audit and types of audits available and when to utilize.
Catherine Weis, Vice President, Audit Sales Strategy Leader, National Audit Group, AON
Derek Frye, Vice President, Rx Audit and Compliance, Aon
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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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02.24.21 | 8:00 a.m. (Central) | 4 CPE credits in Regulatory Ethics
WEBINAR | Presented by Robert Half Management Resources
A CPA's Guidebook for Ethical Behavior: A CPE Ethics Course for Texas CPAs
Professor McLeod is currently a full-time Senior Lecturer at the University of North Texas, teaching classes in Corporate Income Taxes, Individual Taxes, Tax Research, Ethics and Financial Accounting. She has been a licensed CPA since 1993 and has been licensed to practice law since 1992. Professor McLeod has enjoyed teaching live ethics courses to CPAs since 2011 and is the owner of www.cpaethicsonline.com, which offers on-line self-study ethics and tax courses to CPAs. She also serves as an expert witness for accounting malpractice cases.
Prof. Allison M. McLeod, LL.M., CPA, A PLLC, Senior Lecturer, University of North Texas
To register, contact Brandy Gunstanson | Space is limited | Link will be sent to registered attendees the week of the event
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02.24.21 | 2:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
For exploration and production (E&P) companies, accurate and timely communications with stakeholders is important for long-term growth and stability. Join us for a webcast highlighting how you can help your organization streamline forecasting accuracy and automate standardized reporting. Additionally, we’ll discuss how to:
– Combine reporting capabilities to keep information in one integrated location
– Simplify planning scenarios for budgets and projected output of your properties
– Report on investment performance, including cash flow, debt service, and return on investment
Loren Den Herder, Managing Director, Moss Adams
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02.24.21 | 4:00 p.m. (Central) | 1 CPE | Presented by FEI Boston Chapter
WEBINAR
2021 Economic Outlook and M&A Review:
New President, New Vaccine, New Economic Outlook
The new year brings a new president, a new vaccine and a new economic outlook. Join our panel of experts as they review the economic outlook for 2021 and reveal their insights into the M&A landscape. We’ll look not only at the macro economy, but also the outlook for Massachusetts including by industry – technology, life science, financial services, consumer and more; and also by life cycle – from start-ups to established companies.
Kinsey Grant - Business Editor and Podcast Host at Morning Brew (moderator)
Economic Outlook Panelists:
Michael Tyler - Chief Investment Officer – Eastern Bank
Scott Tuxbury - Vice President, Retirement & Wealth Management – Sapers & Wallack
M&A Outlook Panelists:
Jeff Carpenter, EVP of Peoples' United Specialized Banking Group
David Dunstan, Managing Director, Citizens Bank
Jean Greene, Managing Director, Mergers & Acquisitions Group, BofA
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02.25.21 | 11:00 a.m. (Central) | 1 CPE | Presented FEI Tampa Bay Chapter
WEBINAR
Using RPA to Automate F&A Processes
According to McKinsey, the majority of tasks performed within the Finance & Accounting function can be automated; Robotic Process Automation and related technologies – when implemented correctly – provides a means by which F&A leaders can reduce manual, repetitive work performed within their teams, improving productivity, employee satisfaction, and quality. Join Andy Jones, RGP’s global leader for Finance Transformation & RPA to hear how you can start your automation journey.
Andy Jones, Vice President, Advisory and Project Services, RGP
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02.25.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
File your Private Foundation’s Form 990-PF with Confidence
Each year, many 990-PF tax forms are filed with inaccuracies and mistakes. These errors can be costly to your wallet and reputation. This webcast will discuss the sections of the form that give private foundations the most trouble each year. Join us to learn ways to file your foundation’s next 990-PF accurately and stay tuned for future related webcasts and articles in 2021.
Wendy Campos, CPA, Partner, Moss Adams
Maggie Elliott, CPA, Tax Manager, Moss Adams
Angela Janda, CPA, Senior Consultant, Moss Adams
Jennifer Teicheira, CPA, Senior Consultant, Moss Adams
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02.25.21 | 5:00 p.m. (Central) | 1 CPE | Presented by FEI Toledo Chapter
WEBINAR
Owens Corning – Focused on Shareholder Value
Prithvi (Prith) Gandhi, VP Corporate Strategy & Financial Planning, Owens Corning
For questions or registration assistance, contact Jolene Wagner, Toledo Chapter Administrator: jwagner@namsa.com, phone 419-343-2807.
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03.04.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Tax and Market Strategies for a More Resilient Economy
As the Oregon and Washington tax codes have undergone several changes this year, tax and capital markets questions have become a central point of discussion for many business owners and individuals. Many local businesses are left wondering what they can expect as they continue to plan for 2021. Join us and co-host U.S. Bank as we dive into key updates that you and your business should know. You’ll have the opportunity to connect with tax and finance professionals as they answer questions, address concerns, and expand on key topics, such as:
– Federal tax updates
– Capital markets update
– Oregon and Washington tax matters
Following the general session, attendees will be placed in breakout rooms to hear updates as they apply to their respective state. Upon registration, you will be asked to select which state breakout session you wish to attend. Attendees will receive copies of the presentation materials from the general session as well as both state updates.
Rob O’Neill, CPA, Partner, Moss Adams
Ryan Kuenzi, CPA, Partner, Moss Adams
Rachael Gieseke, CPA, Partner, Moss Adams
Sarah Correia, CPA, Senior Manager, Moss Adams
Tyler Mickey, CPA, Senior Manager, Moss Adams
Dominic Boomgarden, Director/Vice President, US Bank
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03.09.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
2021 Trends in the Retail Industry
The retail industry has been severely impacted by COVID-19, with significant changes in consumer expectations and behavior and a notable influx in e-commerce shopping. In this webcast, we’ll cover key trends impacting the retail industry for 2021, including:
– How consumer behavior has shifted and impacts for your company
– The growth of e-commerce and technology
– Future implications for brick and mortar businesses
Frank Kaufman, CPA, National Practice Leader, Moss Adams
Darin Goehner, CPA, Partner, Moss Adams
Francis Tam, CPA, CISM, CISA, CITP, CRISC, PCIP, PCI QSA, Partner, Moss Adams
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03.16.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Demystify Equipment Costs to Help Your Bottom Line
Contractors can improve their equipment usage by aligning their equipment yard and contract terms.
Join us for a webcast covering how to better analyze your equipment to improve your construction company’s operations. We’ll address how contractors can help increase profitability and mitigate audit risk by:
– Better understanding the equipment they have
– Analyzing how equipment is being utilized or underutilized
– Understanding equipment value
Stephen Bacchetti, CPA, CIA, CCA, Director, Moss Adams
Henry Morris, Construction Audit Staff, Moss Adams
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03.18.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
PRF Reporting & Audit Requirements Update
The Office of Management and Budget released the Compliance Supplement Addendum on December 22, 2020, which contains guidance on auditing the Provider Relief Fund (PRF). Additionally, on December 27, 2020, the Federal Appropriations Act was passed, which includes new provisions that modify the scope of PRF payments. Furthermore, Congress authorized an additional $3 billion to be distributed. Finally, HHS provided updated reporting guidelines on January 15, 2021, which included pushing back the first reporting deadline. Join us for the latest information about the PRF reporting process and audit requirements as well as best practices on how to account for and track these funds in preparation.
Please note that this is a revised webcast date (moved from 02.18.21.)
Aparna Venkateswaran, CPA, Senior Manager, Moss Adams
Melaney Scott, Senior Manager, Moss Adams, Health Care Consulting
Georgia Green, Manager, Moss Adams, Health Care Consulting
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03.23.21 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Transforming Technology and Life Sciences Firms for Success in 2021
Join us for an executive panel discussing effective approaches that technology and life sciences companies have used to reposition or transform themselves recently to better pursue success in 2021 and beyond. Our guest C-suite speakers will focus on:
– The implementation of transformational business practices
– Their organizations’ responses to changes in stakeholder behavior due to COVID-19
– The solutions they’ve implemented to address their specific operational challenges
Taft Kortus, CPA, Partner, Moss Adams
Dave Copps, CEO & Co-Founder, Worlds, Inc.
Chris St. Hilaire, Co-Founder & CEO, MFour Mobile Research, Inc.
Michael Macaluso, Chairman & CEO, Ampio Pharmaceuticals
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03.30.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
The Defense Economy: Supply Chain and Planning for the Future
Join us for a discussion covering how recent events, including the COVID-19 pandemic, digital disruption, and an evolving competitive landscape have impacted the defense sector. Our roundtable discussion will focus on the effects on supply chain for companies in the sector, highlighting success stories, logistics challenges, emerging technologies, financial considerations, and strategies to maintain a resilient and adaptive supply chain in 2021.
Kurt Lippmann, CPA, Partner, National Practice Leader, Aerospace, Moss Adams
Abe Nour, CPA, Director, Moss Adams
Francis Tran, Managing Director, Lincoln International
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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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