North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
|
|
It is anticipated that In-Person + Virtual meetings will continue throughout the 2020-21 year. Existing COVID safety practices for in-person meetings, including attendance guidelines, will remain in place until further notice. Virtual attendance is not limited. Please note that monthly meetings for the remainder of 2020-21 will be on 2nd Tuesdays.
|
|
|
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.
Jonathon Fite, President, Professional Development Institute, University of North Texas
Janet Bodnar, Editor-at-Large & former Chief Editor, Kiplinger’s Personal Finance
Suzanne Asaff Blankenship, Author, How To Take Care of Old People Without Losing Your Marbles
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Using Your Core Values to Navigate an Ever-Changing Landscape
Wingstop's journey through the COVID-19 crisis has been anchored in its core values of being Authentic, Service-minded, and Entrepreneurial, or what the company calls The Wingstop Way. Through a focus on team, service, guests and community, Wingstop managed to drive strong performance and committed to giving back to restaurant workers and communities in need during this time. Hear from Charlie Morrison on how his team came together to manage through a crisis and develop strategic planning for the months and years ahead.
Charlie Morrison, Chairman & CEO, Wingstop Inc.
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
|
|
|
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
|
|
|
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.
|
|
|
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
7:00-8:30 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
|
|
|
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
|
|
|
Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.
|
|
|
04.27.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG
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
|
|
|
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
|
|
|
For the remainder of the 2020-21 year, if the Dallas Chapter may host in-person meetings by spring, the SIGs mayhost 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.
|
|
|
04.06.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Technology CFO Series | VIRTUAL
Exit Strategies: SPAC, IPO, or Private Equity – Which One Is Best for You?
Some of the best in the industry will discuss structures to consider in your exit strategy. One such option is a SPAC (Special Purpose Acquisition Company), a concept originally introduced in the early 1990s have been increasingly popular with a record raise of $82 Billion in 2020. SPACs can often be less expensive than a traditional IPO. Private Equity Transactions are very common in the middle and lower middle markets, and as such, may at times be a precursor to the executing on a SPAC or IPO. The panel will discuss these three structures including the mechanics, governance and management of planning and execution.
Findley Gillespie, CPA, Partner, Moss Adams
Chris Babcock, Partner, Foley & Lardner LLP
Zane Tarence, Partner & Managing Director, Founders Advisors Technology Practice
Melinda Lawrence, Experienced Technology CFO (moderator)
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
Registration open until the start of the meeting
|
|
|
04.08.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Manufacturing/Distribution CFO Series | VIRTUAL
Industry 4.0 – A Guide to Next Gen Manufacturing
What is Industry 4.0 and where do you start? Get a high-level overview of the latest in manufacturing, see examples of Industry 4.0 at work, and find ways to incorporate aspects of 4.0 in your manufacturing facilities.
Mark King, Chairman & CEO, Micropac Industries, Inc.
Chris Tedford, President / General Manager, Automatic Products Corporation
Clay Kehrer, President, Sterling Fabrication
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sector
Registration open until the start of the meeting
|
|
|
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
|
|
|
03.30.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR
Panel Discussion: COVID-19 and Remote Work Strategies
Many organizations have implemented telecommuting and work-from-home setups in response to COVID-19. These new work conditions pose significant challenges to employers and employees as they adapt to abrupt changes. Join us for our panel discussion to hear how governmental entities are navigating the remote work environment. We’ll cover key ways to adapt operations, internal control processes, and public outreach programs to combat challenges brought on by COVID-19. This webcast is the first of a series, so stay tuned for related future content.
Laurie Tish, CPA, Partner and Governmental Services National Practice Leader, Moss Adams
Michelle Kirby, CFO and Director of the Bureau of Revenue & Financial Services, City of Portland
David Pierce, Enterprise Services Section Manager, King County Solid Waste Division
Gigi Decavalles-Hughes , Director of Finance and Treasurer, City of Santa Monica
Rudy Caluza, Director of Accounting and Financial Reporting, Port of Seattle
|
|
|
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
|
|
|
03.31.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Reimbursement Insight: Anatomy of a Hospital
Correctly identifying the anatomy of your hospital’s campus is key for successfully navigating reimbursement—especially given the Centers for Medicare & Medicaid Services’ (CMS) site neutrality rules. Join us to discover key location options as well as important compliance considerations for government and commercial payers in this new era of Hospitals Without Walls. We’ll cover inpatient relocation options, including at home policies, Medicare and state flexibilities, charge-structure considerations, commercial-payer contract challenges, and compliance and risk management considerations, including:
– How to navigate CMS’s Outpatient Prospective Payment System, effective January 1, 2021
– Options for diagnostic services under arrangements
– Steps to locate outpatient services and mitigate CMS’s site neutral payment policies
– Acute hospital care at home program
Lawrence Vernaglia, LLM, Partner, Foley & Lardner
Valerie A. Rinkle, MPA, CHRI, President, Valorize Consulting LLC
Paul Holden, FHFMA, Partner, Health Care Consulting, Moss Adams
|
|
|
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
|
|
|
04.13.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Medicare Wage Index and Occupational Mix Survey Update 2022
Join us for an overview of the federal fiscal year (FFY) 2022 Medicare wage index and occupational mix survey update. Our webcast will also feature an update from the latest Medicare wage index and occupational mix public-use files released by Centers for Medicare and Medicaid Services (CMS) in advance of the issuance of the FFY 2022 IPPS preliminary rule expected to be released in April 2021. Industry specialists will also cover other key topics, including:
– The importance of filing Medicare wage index information in a compliant, robust manner
– The Medicare wage index timeline process
– How using occupational mix survey data impacts processes
– Potential reimbursement issues for hospitals and non-hospital entities
Glenn Bunting, Director, Moss Adams
Andrea Krol, Manager, Moss Adams
|
|
|
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
|
|
|
04.15.21 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Panel Discussion: IT Risks Impacting Financial Reporting
Business email compromises are currently at their highest levels ever, and COVID-19 is accelerating digital transformation for many organizations. While the Securities Exchange Commission (SEC) has given some Sarbanes-Oxley (SOX) relief to nonaccelerated filers, enforcement looms under the California Consumer Privacy Act. Join us for our webcast to learn how companies are increasing competitiveness through adopting strategies that address changing IT risks, new regulations, and talent shortages. Industry specialists will share first-hand experience into mitigating these issues as well as actionable takeaways to address the following topics:
– The cost of compliance for finance, internal audit, and IT departments
– Expense and hiring issues related to employing people with relevant IT risk experience
– Strategies to efficiently and effectively refresh IT risk assessments and controls
Jason Emmons, Partner, Moss Adams
Derek Thomas, Sr. Director for Cybersecurity Internal Audit, Hewlett Packard Enterprise
Justine Phillips, Partner, Sheppard Mullin Richter & Hampton
John Caruthers, Business Information Security Officer, EVOTEK
|
|
|
04.20.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
The Space Economy: Growth, Challenges, and Achievements
Before the COVID-19 pandemic, the global space economy was a $366 billion enterprise that was expected to triple to $1.4 trillion within a decade. While the sector has continued to grow, many companies have pivoted their operations to stay competitive in the pandemic. Join us for a virtual discussion covering economic trends and their short- and long-term impacts on the space industry. Specialists will also cover the impacts on global industries like the space economy, individual firms, and the supply chain that fuels this growing economic sector.
Curt Blake, President and CEO, Spaceflight
Bob Hodgkiss, President and CEO, Hodgkiss Consulting LLC
Matt Kuta, President and COO, Voyager Space Holdings
Ryan Murphy, Cofounder, KAL Capital
John Tysseling, Director, Moss Adams
|
|
|
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
|
|
|
04.21.21 | 6:00 p.m. (Central) | No CPE | Presented by FEI Sacramento Chapter
WEBINAR
Tenets of Leadership: Fireside Chat with Andrej Suskavcevic, FEI President & CEO
Today's leaders need to adapt to a rapidly changing workplace, and leadership qualities that were "tried and true" need to evolve as well. During this fireside chat session Andrej Suskavcevic, FEI's President and CEO, will share his perspectives on the principles that guide him in striving to be a great leader, and how you might apply and employ them to professionally advance.
Andrej Suskavcevic, President & CEO, Financial Executives International
|
|
|
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
|
|
|
04.29.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
A National Credit Union Administration Regulatory Update
Join us for a webcast offering high-level coverage of the National Credit Union Administration’s (NCUA) current examination and supervision priorities.
Presenter Greg Marshall, a NCUA national training specialist, will discuss details of the NCUA’s recently updated supervisory priorities that reflect COVID-19-related economic conditions. He’ll also provide insight into the following topics:
– Statutory and regulatory changes that have occurred since March 2020
– Activities that pose an elevated risk to credit unions given the current environment
– 2021 priorities for NCUA examinations and details on areas of examination emphasis
– NCUA current posture related to examinations and supervision
Greg Marshall, National Training Specialist, NCUA
|
|
|
05.04.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Top Credits for Architects, Engineers, and Construction
2021 offers several tax credits and incentives companies in the architecture, engineering, and construction (AEC) industries can turn into positive cash flow to grow their businesses. This webcast will outline four specific credits and incentives AEC companies are uniquely positioned to benefit from, how to qualify for each, and the nuances between taking each credit. Topics include the following:
– R&D tax credits
– Internal Revenue Code (IRC) Section 179D Energy Efficient Commercial Building Deduction
– Employee Retention Tax Credit
– Work Opportunity Tax Credit
Shane Hunt, Senior Manager, Moss Adams
Kyle Sund, Senior Manager, Moss Adams
MaryCaitlin Willcuts, Manager, Moss Adams
|
|
|
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. |
|
|
|
|
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.
|
|
|
|
|
|
|
