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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04.13.21 | 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
Different Priorities at Different Stages of Life – Perspectives and Priorities of the Millennials and the Baby Boomers
The Millennial generation is known for being tech-savvy, pursuing their passions, and disrupting many industries. They're also known for shouldering multiple financial burdens specific to their generation: coming of age during the two recessions of the financial crisis and now COVID, student loan debt, inflating living costs, unexpected expenses, and needing to save more for life milestones.
On the end of the spectrum, many financial executives are hard-charging, “Type A” personalities that burn the candles on both ends throughout their working career over many decades. Yet most will eventually make a major life transition into the golden years of retirement, where things may slow down and new priorities and possibilities emerge. While it sounds fun and easy, some find this transition challenging for a variety of reasons. Eventually, we reach our final years. Along the way, many of us will help parents or other relatives who are approaching their final years even sooner.
Many in the workforce are dealing with one or more of these life topics, and there is a clear correlation into employee productivity and effectiveness.
Suzanne Asaff Blankenship, Author, How To Take Care of Old People Without Losing Your Marbles
Janet Bodnar, Editor-at-Large & former Chief Editor, Kiplinger’s Personal Finance
Jonathon Fite, President, Professional Development Institute, University of North Texas
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Charlie Morrison, Chairman & CEO, Wingstop Restaurants
Wingstop’s CEO Charlie Morrison will discuss how the company has thrived during the COVID pandemic, showing some of the strongest sales and profits since its IPO in 2015.
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 social distancing restrictions in effect earlier this year, the Winter Social, typically a dinner party held in person in late February, is now scheduled for Saturday, May 22: “Around the World Culinary Tour,” an in-person dinner party with entertainment. The 2021 Spring Social: Golf Tournament & Wine Tasting was rescheduled from April 26 to Monday, June 14, at Prestonwood Country Club. All activities will be in person and outdoors. Look for further details as they become available.
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05.22.21 | SAVE THE DATE
Around the World Culinary Tour | IN PERSON
Venue Forty50 (Addison) | Title Sponsor: Marsh & McLennan Agency
6:00-7:00 p.m. Cocktail Hour
7:00-8:00 p.m. “Around the World Culinary Tour” Dinner
8:00-11:00 p.m. Dancing with Live Band
Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. All invitations are +1 for spouse/partner/date but not a business colleague for the purpose of business development.
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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06.14.21 | SAVE THE DATE | Rescheduled from 04.26.21
Spring Social 2021 – Golf Tournament & Wine Tasting | IN PERSON
The Clubs of Prestonwood – Creek Course & Clubhouse | All activities will be outdoors
Sponsorships available!
10:00 a.m. Golf check-in opens, lunch available
11:00 a.m. Putting Contest
12:30 p.m. Golf Tournament, shotgun start, 6-player scramble
2:30-3:30 p.m. Golf Clinic for those not participating in the Golf Tournament
3:45-6:00 p.m. Wine Tasting featuring Texas wines: “Texas Republic – Come and Take It!”
5:30-8:00 p.m. Reception/Dinner
Open to FEI Dallas Chapter members, Chapter Sponsors and Event Sponsors
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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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03.23.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
Effectively Handling the Most Critical Interview Questions – Part 2
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 2 of this two-part program, Jim will explain why traditional answers don’t work and how to more effectively handle these questions. Jim plans to conduct multiple role plays so our guests 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
Registration open until start of meeting | 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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03.10.21 | 4:30-5:50 p.m. (Central) | 1 CPE | Rescheduled from 02.18.21
Real Estates CFO Series | VIRTUAL
Golf & Marinas – Two Stories & Lessons from the Pandemic
– Part 1: Century Golf (Arnold Palmer) Management – The Century Story
Management and ownership of golf course and country clubs, and resort golf destinations
– Part 2: Suntex Marinas – The Suntex Story
Management and ownership of salt & fresh water marinas
– Part 3: Joint - Adapting to COVID, what changes are likely to stick long term
Jim Hinkley, CEO, Century Golf Management
Tom Tipton, Principal & CFO, Suntex Marina Investors, LLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate 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 | 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
Registration open until the start of the meeting
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03.23.21 | 10:00 a.m. (Central) | Presented by BDO USA, LLP
WEBINAR | Up to 24 CPEs available for this multi-track program
Nuts & Bolts: HUD Accounting, Budgeting & Reporting
Join BDO PHA Finance as we launch our live webinar: Nuts and Bolts of HUD Accounting, Budgeting, and Reporting. This program will be presented on a user-friendly platform, providing you with the ability to easily ask questions and hear the latest GAAP, GASB and HUD updates from BDO’s seasoned, knowledgeable professionals.
Brian D. Alten, CPA, Partner
Nick Auriemma, CPA, CFE, Managing Director
Jason Casterline, CPA, Managing Director
Dwayne Tucker, CPA, Senior Manager
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03.23.21 | 11:00 a.m. (Central) | 1 CPE | Presented by FEI Houston Chapter
WEBINAR
Take Finance Analytics to the Next Level
Analytics have become an increasingly important part of every business and even more so in finance. Whether in daily transactions, treasury management, FP&A or identifying trends that can identify or mitigate changing business environments, understanding the latest tools and techniques are critical for finance executives. Join Sense Corp for a discussion of trends and technologies that each business can use to understand and leverage business analytics.
Michael Daehne, Sense Corp.
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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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03.23.21 | 12:00 noon (Central) | 1 CPE | Presented by FEI Austin Chapter
WEBINAR
Helping Your Workforce Adapt to the New Normal
Managers have had to quickly adapt to changing business conditions, from setting up remote teams to helping prepare staff for the return to the office. This program will cover the current hiring environment and explore best practices for managing a mix of on- and off-site talent, and key lessons learned in the wake of the crisis and its long-term impact on the workplace.
Danann Smith, Regional Vice President, Robert Half
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03.23.21 | 1:00 p.m. (Central) | Presented by Weaver
WEBINAR
Energy Industry Webinar | Part 2: Key Trends in ESG Reporting
Environmental, social and governance (ESG) issues are front and center as the call for corporate transparency grows louder throughout the energy industry. How should companies begin to embed sustainability reporting and ESG considerations into their business strategies?
Join Weaver for part two of our ESG webinar series as we address the latest trends in sustainability reporting including common ESG disclosures. Weaver’s ESG Service Leader, Greg Englert, will also cover ways to integrate ESG risk and opportunities into the strategic planning process.
Greg Englert, Partner, ESG Service Leader
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03.23.21 | 2:00 p.m. (Central) | 1 CPE
WEBINAR | FEI Multi-Chapter Event: Sacramento, Indianapolis and Utah
Designing an Authentic Purpose Driven Life Webinar
In this program, Michael Seaver will share insights about his newest book, I Know: A Practical Guide for Awakening to What’s Within and Finding Work-Life Integration. Hear behind-the-scenes stories of how the book was written, the events and people that inspired Michael to share his journey, and how you can use the book’s step-by-step processes to align yourself and engage your team. The book is available in print, ebook, and audiobook (including Amazon, Apple Books and Google Play) and attendees are encouraged to read or listen to it prior to the event. Please bring your questions for Michael … no topic is off limits!
Learning Objectives:
– Identify the three phases of personal growth and processes you can use to proactively advance through them.
– Analyze psychology research explaining how our life’s experiences shape our perspectives.
– Design a plan, with metrics-based goals, for becoming your most authentic self.
Michael Seaver, Award-winning executive coach, author and speaker
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03.24.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by FEI CT/Westchester Chapter
WEBINAR
Tax Planning in Uncertain Times – Implications of Biden Administration's Proposals for Companies and Individuals
With President Biden’s two-step plan still in flux many taxpayers are actively considering the potential impact of the new Administration and the new Congress on their taxes and the need for tax planning before any potential upcoming changes may become effective. We will review some of the potential changes outlined in the campaign proposals and what questions taxpayers should be asking to be prepared for upcoming changes.
Robert Keller, Partner, KPMG LLP
James Revels, Partner, Private Enterprise Practice, KPMG LLP
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03.25.21 | 11:00 a.m. (Central) | 1 CPE | Presented by FEI Tampa Bay Chapter
WEBINAR
Supply Chain Risk Management is Key to Building a Resilient Supply Chain
This program will review global supply chain trends and why Supply Chain Risk Management is more important now than ever.
Jessica Harris, VP, Supply Chain Optimization, RGP
Robert Olszak, Director, Supply Chain Optimization, RGP
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03.25.21 | 12:00 noon (Central) | 1 CPE | Presented by Weaver
WEBINAR
The Essentials of 1031 Exchanges – Part II
This session is a must watch for anyone considering a 1031 exchange in 2021 and beyond. In our last installment of this series, Weaver took you deep inside 1031 exchange rules. In this Part II we discuss NEW clarifications to regulations and take a closer look at advanced concepts like tenant in common interests and drop and swap transactions. The format is live, interactive, fast moving, and will answer questions directly from the audience.
Donna Cowdrey, Partner and Qualified Intermediary, 1031 Ventures
Rob Nowak, Weaver Partner in Real Estate
David Nolan – Weaver Senior Manager in Real Estate
Charlie Anastasia, Weaver Partner in Real Estate (moderator)
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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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03.30.21 | 2:00 p.m. (Central) | 1 CPE | Presented by Weaver
WEBINAR
Energy Webinar | Sales Tax Recovery: Refund Claims and Reverse Audits For the Win!
Sales tax can be complicated, especially for energy companies who have multiple exemption and exclusion considerations. Tune in to our live webinar discussion for an overview of refund claim filing procedures, steps companies can take in the recovery process and potential tax overpayment areas. Weaver’s State and Local Tax professionals, Mayur Naik and Blake Fuqua, will discuss sales tax recovery options and the process of recovering sales tax.
Mayur Naik, Senior Manager, State and Local Tax Services, Weaver
Blake Fuqua, Senior Manager, State and Local Tax Services, Weaver
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04.08.21 | 12:00 noon (Central) | Presented by Weaver
WEBINAR
2021 Oil & Gas Outlook: A Focus on Digital Infrastructure
Oil and gas leaders are facing new challenges in 2021 and must remain focused on operational efficiency to stay competitive. With insight from industry leader Dan Pickering, with Pickering Energy Partners, this session includes professionals from P2 Energy Solutions and Weaver discussing ways to harness complexities of business through the use of new technology.
Join our live panel discussion for a closer look at the industry outlook for 2021 and beyond. Our panel will also discuss cost saving measures and how accelerating digital transformation in your business can help streamline processes, reduce operational costs and build long-term organizational flexibility.
Featured Speaker:
Dan Pickering, Chief Investment Officer, Pickering Energy Partners
Panelists:
Brandon Elam, Vice President Accounting Solutions, P2 Energy Solutions
Alyssa Martin, National Strategy Leader, Large Market and Public Entities, Weaver
Moderator:
Brian Thomas, National Practice Leader, Advisory Services, Weaver
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04.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Quarterly Technical Update – Q1 2021
Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update - Q1 2021" webinar continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments.
Adam Brown, National Assurance Managing Partner, BDO USA, LLP
Paula Hamric, National Assurance Partner, BDO USA, LLP
Amy Rojik, National Assurance Partner, BDO USA, LLP
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04.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2021 International Financial Reporting Standards (IFRS) Quarterly Update
Each quarter, BDO USA's IFRS leaders will 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. The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.
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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04.27.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 IA Webinar Series: Corporate Social Responsibility: Reporting on Environmental, Social and Governance (ESG)
The concept of sustainability is not new. However, over the last couple of years we have seen an increase in demand for transparency around organizations’ corporate social responsibility, especially as related to diversity and inclusion efforts. Reporting on ESG is important to many stakeholders including investors, customers, employees and partners. This session will explore ESG practices and associated risks and how all contribute to a company’s full risk profile.
Shanna St. Martin, Managing Director, Risk Advisory Services, BDO USA, LLP
Alejandro Anievas, Director, Risk Advisory Services, 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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