North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.

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FEI DALLAS PHOTO GALLERY | Public access New Postings! Winter Social: The Glamorous Era of Travel at the Frontiers of Flight Museum | February 19 Spring Social: Wine Tasting at the Dallas Arboretum | April 5 Spring Social: Golf Tournament at Cowboys Golf Club | May 2

SUMMER PROFESSIONAL DEVELOPMENT SERIES

A very exciting Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, The University of Texas at Dallas, and Emerging Academic Partner Paul Quinn College. We are so grateful for their participation and contributions to FEI Dallas. Each university will determine if their event will be virtual or in person, and CPE credit will be offered for all programs.    SAVE THE DATES | MORE DETAILS TO COME JUNE 30 | 7:30-9:30 a.m. | 2 CPEs Presented by The University of Texas at Dallas Location: UT Dallas Jindal School of Management, Richardson Cost Volume Profit Analysis plus Technology in Healthcare Dr. Gil Sadka, Professor of Accounting, Naveen Jindal School of Management, The University of Texas at Dallas JULY Presented by Paul Quinn College AUGUST 3 | 7:30-9:30 a.m. | 2 CPEs Presented by the University of Dallas Location: University of Dallas, Irving AUGUST 16 | 8:00-10:30 a.m. | 2 CPEs Presented by the University of North Texas Location: UNT Inspire Park, Frisco Metaverse: The Next Frontier of Digital Transformation? James Parrish, Ph.D., Assistant Professor, Department of ITDS, G. Brint Ryan College of Business, University of North Texas

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings have concluded for 2021-22 and will resume in September for 2022-23. In the meantime, FEI Dallas has many events scheduled over the spring and summer months for education, socializing, and keeping your FEI network vibrant. Monthly Chapter Meetings are in person on 2nd Mondays at Northwood Club in North Dallas unless otherwise noted. Meetings start at 4:00 p.m. with a Professional Development session followed by a Networking Social and Dinner Meeting with the Keynote presentation. There is no monthly meeting in December or from May-August when other special events are scheduled. Information on previous meetings including recordings (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website.  www.feidallas.org

FEI MEMBER DIRECTORY | Members-only access

CAREER EVENTS

Monthly Career meetings are held on the 3rd Tuesday of each month year-round. Career meetings are open to FEI Dallas Chapter members, employed or unemployed. In addition to helping job seekers, the Career Management group can assist employed members with skills needed to excel at their current position, plan for their next opportunity, and find solid qualified applicants for openings on their financial team.

05.17.22 | 5:30-7:00 p.m. (Central)  Career Management Social with FENG | IN PERSON Hosted by Bank of Texas Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room Free parking if departing after 6:00 p.m.   Open to members of FEI Dallas and Fort Worth, and DFW FENG members Event details and registration

2021-22 FEI Dallas Career Management Monthly Meeting Schedule FEI Dallas Monthly Career Management Meetings will be held in association with The Financial Executives Networking Group (FENG).   2021 July 27 | 4th Tuesday | VIRTUAL August 17 | SOCIAL September 21 October 19 November 16 December 21 | HOLIDAY HAPPY HOUR   2022 January 18 | VIRTUAL February 15 | VIRTUAL March 15 | VIRTUAL April 19 | IN PERSON May 17 | SOCIAL – IN PERSON June 21 | IN PERSON

PARTNER EVENTS

05.17.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Sales and Use Tax: How to Stay Compliant Stay current on the most critical sales and use tax challenges companies face and key steps you can take to remain compliant and manage risk. Mo Huda, CMI | Tax Senior Manager, Moss Adams Tom Hoopes | Tax Manager, Moss Adams Event details and registration

05.17.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Mergers & Acquisitions: Considerations for Government Contractors Businesses are always exploring opportunities to generate maximum value for their shareholders. Mergers & Acquisitions (M&A) is one option that is often explored by government contractors to achieve this goal. Executing a successful M&A can be very complex and time consuming, especially for government contractors who operate in a highly regulated environment. Chandra Chudamani | Managing Director, Transaction Advisory Services, BDO USA, LLP  Kasra Mojtahedi | Director, Industry Specialty Services, BDO USA, LLP  Event details and registration

05.17.22 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA, LLP WEBINAR Unclaimed Property Compliance Webinar Please join BDO’s State & Local Tax practice for a compliance update focusing on unclaimed property issues and best practices. As states continue to navigate through a post-pandemic environment, it is important to review and discuss new legislative, regulatory and administrative changes that can directly impact your company. Manuel Juarez | Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP Andres Macellaro | Escheat Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP James Mann | Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP Danielle Spadavecchia | Managing Director, National Unclaimed Property Compliance Practice Leader, BDO Event details and registration

05.19.22 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Gaming Industry Trends for 2022 and Beyond Navigate gaming industry changes and trends and how major consolidation activities could inform future business plans. Stan Luker, CMA | Partner, Moss Adams Tony Habschmidt | Head of Consulting, Newzoo Joseph Tou | Managing Director, US, Sony Innovation Fund Event details and registration

05.24.22 | 8:00 a.m. (Central) | 1.5 CPEs | Presented by Moss Adams WEBINAR PPP Loan Forgiveness and ERTC for Government Contractors Learn what effect Paycheck Protection Program (PPP) loan forgiveness and Employee Retention Tax Credits (ERTC) can have on government contractors. Sheila Herrera, CPA | Senior Manager, Moss Adams Dave G. Fix, CPA, CFE | Director, Redstone Government Consulting Event details and registration

05.24.22 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR A Look Inside: How Managed Security Service Providers Protect Your Business from Cyberattacks Join us for our upcoming webinar where BDO Digital’s Managing Director Brad Ellison will moderate a conversation between BDO cybersecurity team members Brett Benson of BDO Digital USA and Alejandra Guevara of BDO Canada. Brad Ellison | Managing Director, Managed Services, BDO Digital, LLC Brett Bensen | Cybersecurity Manager, BDO Digital, LLC  Alejandra Guevara | Cloud Security Manager, BDO Canada Event details and registration

05.24.22 | 12:00 noon (Central) | No CPE | Presented by BDO USA, LLP WEBINAR The SPAC Litigation Environment, Recent Trends and D&O Insurance Implications Join BDO and NFP for a 30-minute panel discussion on D&O insurance strategies for SPACs. Event details and registration

06.01.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP WEBINAR BDO’s Healthcare Hot Topics Webinar Series: Healthcare Regulation & Reporting For What’s Next BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. 1.5 hours of CPE may be earned for each of the events. Moderator: Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Speakers: Janet Bliss | Principal, Healthcare Advisory, BDO USA, LLP Carla DeMartini | Professional Practice Partner, Nonprofit & Healthcare, BDO USA, LLP Ellen Dooley | Director, Healthcare Advisory, BDO USA, LLP Chad Krcil | Director, National Healthcare Regulatory & Compliance Leader, The BDO Center for Healthcare Excellence & Innovation Venson Wallin | Venson Wallin, Managing Director, National Healthcare Regulatory & Compliance Leader, The BDO Center for Healthcare Excellence & Innovation Jim White | National Leader, Healthcare Tax Services, BDO USA, LLP Event details and registration

06.08.22 | 11:00 a.m. (Central) | 2 CPEs | Presented by BDO USA, LLP WEBINAR 2022 Tax Strategist Webinar Series: Second Quarter Tax Considerations What does it take to be a tax strategist? Tax executives’ role as a strategic partner is more important than ever to the greater business ecosystem. To maximize savings and ensure compliance, businesses must work with their tax departments year-round. Event details and registration

06.22.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR BDO Tax Strategist: Cross-Border Issues – Second Quarter Considerations With so much uncertainty – from the OECD’s Two-Pillar Framework, the fundamental changes to key aspects of the FTC rules, to supply chain vulnerabilities to ongoing global crises – how can tax departments effectively strategize short-term and long-term? Event details and registration

06.28.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Spring 2022 Not-for-Profit Tax Update Stay current on the changing tax landscape, COVID-19 relief initiatives, potential changes under President Biden’s administration, and more. Lauren Haverlock | Partner, Moss Adams Tracy Paglia | Partner, Moss Adams Patty Mayer | Director, Moss Adams Qi Wen Liang | Senior Manager, Moss Adams Event details and registration

07.13.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2022 Quarterly Technical Update - Q2 Join us as we discuss developments that occurred during the second quarter of 2022 with respect to various topics in accounting and financial reporting. Event details and registration

07.20.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Q2 2022 IFRS Quarterly Update: Session 1 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 Event details and registration

09.13.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP WEBINAR BDO’s Healthcare Hot Topics Webinar Series: September 2022 BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. 1.5 hours of CPE may be earned for each of the events. Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Event details and registration

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.

FEI’s COVID-19 Dashboard – Insights into the COVID-19 crisis and how financial executives are responding.

CHAPTER SPONSORS

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.

Chapter Title Sponsor

Strategic Partners

Special Events Partner

Platinum Sponsors

Special Partners

Mentoring Partner

Spring Social Partner

Winter Social Partner

Academic Partners

Emerging Academic Partner

Communications Sponsors

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

Other Resources About FEI FEI Daily FEIconnect CPE Center Member Directory

Membership Information Membership Criteria Become a Member

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FEI Dallas Chapter P.O. Box 801363 Dallas, TX 75380-1363

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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.