North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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. Cocktails and Live Music on the Outdoor Patio
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. COVID safety protocols in effect.
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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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05.25.21 | SAVE THE DATE | INVITATION ONLY
New & Prospective Member Social | IN PERSON
5:30-7:30 p.m. | REPUBLIC TEXAS TAVERN
New members and individuals who qualify for FEI membership are invited to join the FEI Dallas Chapter Board of Directors for an evening of great food, cocktails and peer networking. This social event brings together DFW financial leaders to share experiences and build relationships.
Open to FEI Dallas Chapter members who recently joined or transferred to the chapter; individuals who qualify for FEI membership and would like to know more about joining or member benefits; and Chapter Sponsors per the guidelines for their sponsorship level.
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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04.28.21 | 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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05.05.21 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Private Equity CFO Series | VIRTUAL
Search Funds – Expediting the Path to Becoming an Owner/CEO
Learn about search funds and the search fund ecosystem by hearing from a successful searcher, an investor, and an active searcher. A search fund is an entrepreneurial path undertaken by one or two individuals (the “searchers”) who form an investment vehicle with a small group of aligned investors, some of whom become mentors, in order to search for, acquire, and lead a privately held company for the medium to long term, typically six to ten years. When successful, this has resulted in a relatively fast path to becoming an owner-CEO, attractive financial returns for both investors and searchers, and growing, well-run enterprises.
Dan Henn, Partner, MD Holdings
Dan Doud, Managing Partner, Bondcliff Partners
Paul (Lew) Davies, Managing Principal, The Cambria Group
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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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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04.28.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Government Entities: Economic Outlook and Industry Update
The state of the economy plays a huge role in a government’s financial health, ability to meet obligations, and capacity to fulfil commitments and provide services.
Join us for our webcast, where we’ll address the current state of the economy, potential changes for 2021, and how the American Rescue Plan is helping states and local governments address negative impacts from COVID-19 and provide relief initiatives. We’ll also address gross domestic product (GDP) and employment trends, as well as other key topics, including:
– Federal Reserve policies and inflation
– High-level implications of the Biden administration’s tax policies
– Stock market, bond market, and bond yield trends
– Coronavirus State and Local Fiscal Recovery Fund and who will be receiving funding and how the funds are expected to be spent
– Overview of Title XI—Subpart M—Section 9901: State and Local Government Portions of the ARPA-21 and what’s considered allowable spending
Michelle Walker, CFA, Director of Investment Strategy, Moss Adams
Sheila Herrera, CPA, Senior Manager, Moss Adams
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04.28.21 | 1:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How Captive Insurance Can Reduce Risk
As we recover from the pandemic, employers are looking to strategies that both mitigate risk and that put them in a position of increased financial control. Many are doing so by either forming a single cell captive or participating in a group captive.
Join us for a webcast with guest speakers from Artex Risk Solutions, one of the country’s largest captive managers, for insight on how to prepare for the unexpected, mitigate risk, and improve your company’s overall risk profile. We’ll also cover the following points:
– How forming group captives in a hard market can contradict what’s happening in the traditional insurance market
– Tax implications of forming a captive insurance company
– Other factors to consider before creating a captive insurance company, such as premium pricings, renewal rates, and purchasing power
Jeff Kurz, Managing Director, Artex Risk Solutions
Chris Bell, CPA, Partner, National Practice Leader, Medical Groups & Physicians, Moss Adams
Rianne Suico, CPA, MHA, Partner, Moss Adams
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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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05.06.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Compliance Changes for Government Contractors
Private companies, of which many are government contractors, will have unique requirements when adopting Accounting Standards Codification (ASC) 606, Revenue Recognition and ASC 842 Leases, and it’s important for contractors to stay on top of these changes.
Join us for our webcast to discover regulatory developments relevant to government contractors. Along with specialists from Redstone Government Consulting, we’ll provide steps to navigate updates to these ASC requirements to help your organization remain compliant.
Nick Bergamo, CPA, Partner, Moss Adams
Nick Fusca, CPA, Senior Manager, Moss Adams
Mary Beth Jackson, Director, Redstone Government Consulting
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05.13.21 | 1:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Fintech Quarterly: Fintechs and the Bank Secrecy Act
Join us for our fintech quarterly virtual event to discuss industry specific topics, share information, and connect with fintech specialists and professionals.
This webcast will focus on how and when a fintech can become subject to the Bank Secrecy Act (BSA) with insight from our industry professionals, as well as professionals from Dave and Varo Money. Key topics they’ll address include:
– Key observations and potential risks related to the BSA for fintech companies with or without a charter
– How to determine if you’re a money services business (MSB) and what that entails
– Important rules and regulations under the Federal Financial Institutions Examination Council (FFIEC) that apply to fintech companies
We invite you to remain online following the webcast to network with other fintech professionals.
Pravin Chandrasekaran, BSA Officer, Varo Money Inc.
Brittany Radice, BSA Officer, Director of Compliance, Regulatory Counsel, Dave
Craig Sanders, Partner, Moss Adams
Noory Song, CRCM, CAMS, CRMA, Senior Manager, Moss Adams
Carroll Gilker, CRCM, CAMS, Manager, Moss Adams
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05.20.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Value of SOC 2 Reporting to Mitigate Cyber-risk
Most technology companies need Service Organization Control (SOC) 2 audits, regardless of their line of service, because they use, store, process, or maintain data on behalf of their customers or business partners.
In 2020 alone, the number of SOC 2 examinations performed increased by 49%, according to a survey from the American Institute of Certified Public Accountants (AICPA)—and it’s anticipated to keep rising as security concerns related to new IT products and services in the cloud continue to grow.
Join us for our webcast to learn key benefits of a SOC 2 examination. We’ll cover the SOC 2 audit procedures, how to determine if a SOC 2 audit is right for your organization, and the following topics:
– Reasons to perform a SOC 2 examination
– Overview of SOC 2 examinations and how they can mitigate cyber-risk
– How your organization can achieve and maintain a SOC report
– SOC 2 best practices
Jared James, CPA, CISSP, CISA, CITP, Senior Manager, Moss Adams
Kim Koch, CPA, Partner, 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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