Monthly chapter meetings have concluded for 2020-21 and will resume in September 2021 for the 2021-22 meeting year. Stay tuned for more information about in person, virtual and hybrid meetings, and whether or not the chapter will return to our regular 2nd Monday meeting dates. |
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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 Dinner Party,” 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 Dinner Party | IN PERSON
Venue Forty50 (Addison) | Cocktail Attire | 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 and entertainment by Time Machine 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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04.27.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
The Top Ten Mistakes a Job Seeker Makes
When you had a job, you used to get job performance evaluations. Well, how well would you do if someone evaluated your job of finding a job? Exceeds expectations? Meets requirements? Needs improvement? If you think about it, every job seeker is a rookie. Would you really want to be known as a professional job seeker? Rookies are going to make rookie mistakes. In a job search, mistakes can cause delays. They can extend your search and diminish your chances of success. The stakes are too high for mistakes. This program will cover the 10 most common mistakes to avoid and how to effectively deal with each.
1. How to move on with a proper PARTING.
2. How to gain a proper PERSPECTIVE.
3. How to set a proper PACE.
4. How to be properly POINTED at the right target.
5. How to prepare a proper PACKAGE.
6. How to learn to properly PROMOTE.
7. How to deliver a proper PITCH.
8. How to negotiate a proper PRICE.
9. How to sustain proper PERSEVERANCE.
10. How to remain in proper PRAYER.
John McDorman, Managing Partner, Transition Consulting
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 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.
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04.21.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Energy CFO Series | VIRTUAL
The Roadmap to Net Zero
70,000TWH of energy are used each year by humanity, which will rise to 115,000TWH by 2050. Yet 2050’s energy system can be fully decarbonized two times over. The most economic roadmap costs $3 trillion per year, or $42/ton of CO2 abatement, and still uses 85Mbpd of oil and 375TCF of gas, combined with a new $5 trillion market in transition technologies.
Rob West, CEO of Thunder Said Energy, the research consultancy into energy technologies, will present these conclusions from over 100 research notes and 500 data files published by the firm..
Rob West, Analyst & CEO, Thunder Said Energy
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Energy sector
Registration open until the start of the meeting
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04.28.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Real Estate CFO Series | VIRTUAL
The Developer/Landlord – Pre Pandemic, During Pandemic, Post Pandemic
Our speaker will cover trends in real estate development and management throughout the pandemic cycle. He will discuss dealing with tenant exit issues with the decline of business, how to attract and retain new tenants, and differences between retail and corporate tenants. He will also look ahead into future arrangements, bets, and trends in the area.
Thomas Walker, CFO, Dallas Cowboys Football Club
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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04.20.21 | 11:00 a.m. (Central) | 1 CPE | Presented by FEI Austin Chapter
WEBINAR
Keeping up with COVID: One Company's Story
This program will provide insights about keeping up with COVID-generated demand for Luminex’s developed COVID-19 diagnostic tests through leadership, workforce management, automation and technology. Luminex develops, manufactures and sells proprietary biological testing technologies and products with applications throughout the life sciences industries, including diagnostics, pharmaceutical and research.
Harriss Currie, CFO, Treasurer and SVP of Finance, Luminex Corporation
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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
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04.20.21 | 1:00 p.m. (Central) | 1 CPE | Presented by Weaver
WEBINAR
Before Buying or Selling Your Physician Practice, Listen To This
The increase in physician practice mergers and acquisitions across most specialties is projected to continue for the foreseeable future. For buyers, navigating the nuances of a transaction, whether it be a platform, tuck-in or add-on, is a large undertaking. For sellers, preparing your practice for sale and getting the details right from the start is of utmost importance. The panelists in this webinar will address a multitude of transaction considerations including strategic, legal, and financial. Additionally, panelists will share “war stories” and lessons learned from advising clients through live transactions.
Brian Teefey, Director, Transaction Advisory Services, Weaver
Corey Palasota, Managing Director, Health Care Valuation Services, Weaver
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04.21.21 | 9:00 a.m. (Central) | 1 CPE | Presented by FEI San Antonio Chapter
WEBINAR
Protecting Below the Radar
How one San Antonio based company transformed itself into a worldwide powerhouse and Wall Street darling.
Barry R. Wood, Senior VP-CFO, XPEL, Inc.
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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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04.21.21 | 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
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04.22.21 | 11:00 a.m. (Central) | 1.5 CPEs | Presented by FEI Tampa Bay Chapter
WEBINAR
The Long and the Short of It – Where We are Economically Now and Where We are Going
Prior to the outbreak of the Coronavirus, the U.S. economy was experiencing positive momentum driven by easing trade tensions, housing sector strength, low unemployment, and accommodative credit conditions. While the spread of the virus and the associated economic disruptions continue – lockdown measures did have a large negative effect on global economic output – the massive monetary easing by global central banks and unprecedented fiscal stimulus by developed nations have helped to cushion the blow.
Join us on April 22nd as our economic experts discuss what we can expect as we move past the pandemic and further into 2021.
Ahmed El Nakoli, Head of Capital Markets, First National Bank
Mark Griffin, Managing Principal, Institutional Investment Services, Clifton LarsonAllen Wealth Advisors, LLP
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04.22.21 to 05.18.21 | 2:00 p.m. (Central) | CPE available | Presented by Weaver
WEBINAR SERIES
Preparing to Go Public? Planning for the Journey Ahead
Join Weaver for an informative event five-part series, “Planning for the Journey Ahead,” in which we focus on the key elements of taking high-growth companies public. Each week, our presenters and guest speakers will walk through the strategic considerations and steps required for going public while identifying opportunities and pitfalls to consider at every stage.
Whether a company is preparing to go public, or a newly-public company, it is imperative to have the right operational foundations in place. Join us for these informative discussions among professionals and industry leaders who can help you understand what to expect and walk you through the process to building a publicly fit infrastructure.
Alyssa Marting, National Strategy Leader, Large Market and Public Entities, Weaver
Phil Ilgenstein, Partner, Assurance Services, Weaver
Zeeshan Khan, Partner, Assurance Services and SPAC Services Leader, Weaver
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04.22.21 | 5:00 p.m. (Central) | Presented by FEI New York City Chapter
WEBINAR
Fireside Chat with Christina Spade
Christina Spade, a highly successful and inspirational CFO, will share her stories of how she got to where she is and provide career advice that will inspire attendees. This event is co-sponsored by Career Management and FEI NY’s Women’s Group.
Christina Spade, Executive VP, CFO, AMC Networks
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04.23.21 | 11:00 a.m. (Central) | 1.5 CPEs | Presented by FEI Tampa Bay Chapter
WEBINAR
Positive Psychology and Well-Being in the Workplace
Please join us as Corinne Kneis, Psychotherapist at Arundel Psychological Associates, provides a lesson on Positive Psychology and Psychological Wellness in the workplace. Corinne will teach you practices based on the latest behavioral research to help you increase work satisfaction, build upon your inherent strengths, and thrive in your career.
Corinne Kneis, Psychotherapist at Arundel Psychological Associates
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04.26.21 | 3:00 p.m. (Central) | 1 CPE | Presented by FEI Pittsburgh Chapter
WEBINAR
The BDO 2021 CFO Outlook Survey: Results Impacting the Middle Market
Crisis puts everything into perspective. New realities may require reorganization, a reimagined workforce, and a fresh look at risk, but the middle market sees extraordinary potential ahead. With newfound clarity, companies won't return to business as usual but instead will work to create something better than usual. To thrive in 2021 and beyond, our research reveals the strategies your peers will pursue to accelerate expansion, restructure for resilience, mitigate emerging risks and drive operational shifts. As you plan for what's next, we invite you to join us as we discuss our survey highlights of CFO's priorities and pursuits in the year ahead.
Andrew Sassaman, Director, Business Development, BDO 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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04.27.21 | 4:30 p.m. (Central) | CPE credit available | Presented by FEI Nashville Chapter
WEBINAR
Called to LEAD: FEI Nashville Welcomes Dr. Kevin Dyson
FEI Nashville is honored to host former Tennessee Titan and Carolina Panther, Dr. Kevin Dyson, who today serves the students at Independence High School in Thompson's Station, Tennessee, as assistant principal. Dr. Dyson's journey and transition from one high-profile profession to another has taught him meaningful lessons, and we're grateful he'll be sharing them with us.
Dr. Kevin Dyson, Assistant Principal, Independence High School
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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
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04.29.21 | 2:00 p.m. (Central) | 1 CPE | Presented by Weaver
WEBINAR
Manufacturing & Distribution Webinar: Succession Planning – Readiness Strategies for Your Exit Plan
Given the challenges of 2020, many business owners are looking for exit strategy options, but is your business ready for a successful transition? Selecting the right transition strategy is complex especially for today’s business owners who have multiple options to consider when planning their exit. From selling your business to establishing a management buyout or setting up an ESOP, business owners today have many options and planning is paramount to achieving your transition goals. Join our panel discussion for a better understanding of the transition process, how to build an effective succession plan and key steps to becoming “exit ready.”
Curt Germany, Partner-in-Charge, Valuation Services, Weaver
Brad Jay, Partner-in-Charge, Middle Market Manufacturing and Distribution Services, Weaver
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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
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05.28.21 | Presented by TXCPA Dallas
Convergence 2021 | Online Event
8:00 a.m.-5:00 p.m. | 8 CPEs available
TXCPA Dallas is excited to offer Convergence 2021 in an online format. Convergence is a must-attend signature event featuring 21 sessions of the latest industry information delivered by an extraordinary slate of experts. Elevate your profession's proficiency and earn 8 CPE credits via webcast.
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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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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