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

FEATURED EVENT

05.22.21 | REGISTRATION CLOSED Around the World Culinary Tour Dinner Party | IN PERSON 6:00-11:00 p.m. | Venue Forty50 (Addison) | Cocktail Attire Title Sponsor: Marsh & McLennan Agency As it has been far too long since we’ve had an FEI party live and in person, and we hope all of you are as excited as we are about this event! Our caterer has crafted a fantastic menu featuring cuisines from around the world. And we have lined up some great entertainment including a live Guitar soloist during cocktails on the patio, some of our favorite music videos during dinner, and dancing with live music by Time Machine band. We look forward to seeing everyone again!   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/guest but not a colleague for the purpose of business development. COVID safety protocols in effect. Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration for this event is closed. Chapter Members and Sponsors may contact Jackie Dunn to join the waitlist.

MONTHLY CHAPTER MEETINGS

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.

SPECIAL EVENTS

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.

05.25.21 | INVITATION ONLY | Register by Friday, May 21 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 | Event details and registration

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 Title Sponsor: PNC Bank | Other 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

CAREER EVENTS

Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.

05.25.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs Monthly Career Management Meeting with FENG The Things You Should Know About Project Consulting This program is presented by two executives who have based their careers on placing accounting and financial professionals on an interim, contract, and project basis in North Texas. Together they have 40 years of experience in the field.  They are going to help the audience understand (1) the benefits of doing project work; (2) how to locate and price project and interim services; (3) what companies are looking for when they need a financial professional for a project; (4) how best to work with a project company; and (5) how best to project a professional image and approach at companies that use these services. Ben J. Pinto, Jr., CPA, Partner & Director, Contract Services Division, Thomas, Edwards Group Jay Smith, MBA, Director of Finance and Accounting - South Central Region, ​Jefferson Wells   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 | Event details and registration 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

SPECIAL INTEREST GROUPS

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.

PARTNER EVENTS

05.18.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Top Tax Credits and Incentives to Utilize for 2021 Many tax credits and incentives can increase cash flow and provide much-needed relief for COVID-19-related hardship. However, most companies don’t claim all the credits available to them. Join us for our webcast to learn how your company can identify and claim major tax credits and incentives. Topics will include the following: – Employee Retention Tax Credit – Employer Credit for Paid Family and Medical Leave – Work Opportunity Tax Credit – Section 179D Energy Efficient Commercial Buildings Tax Deduction and Section 45L Energy Efficient Home Tax Credit Peter Henderson, CPA, Partner, Moss Adams Kyle Sund, Senior Manager, Moss Adams MaryCaitlin Willcuts, Manager, Moss Adams Event details and registration

05.19.21 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Workplace Agility: Rethinking the Office to Meet Workforce Needs Join us for a dynamic panel discussion as we explore how organizations are reconsidering the purpose of the office and preparing for changes — in both the short and long term — to meet the shifting needs of their workforces. International corporate real estate leaders and BDO professionals will come together to discuss key real estate considerations in today’s environment and from various perspectives. Panelists Dan Attias, Partner, Head of Real Estate Cluster & Jerusalem Branch Manager, BDO ISRAEL Michiel Brouwer, Co-Founder, Reinvent Ross Forman, Managing Director, Corporate Real Estate Advisory Services, BDO USA, LLP Salla Lardot, Head Of Strategy, Drees & Sommer Trevor Ncala, Section Chief of Facilities, International Monetary Fund Hosts Arjan Endhoven, BDO Global Head of Real Estate and Construction Services, BDO Netherlands Brian Bader, Managing Partner | Co-National Industry Practice Leader; Real Estate and Construction Services, New York, BDO USA, LLP Event details and registration

05.20.21 | 11:00 a.m. (Central) | Presented by BDO USA, LLP  WEBINAR           Chatbots In Business: Why and How to Use Them Join us for this live web event where BDO Digital's Matt DiLiberto and Shraddha Shah will discuss the current state of remote workforces and take a deeper look at how Microsoft's Chat Bot technology, Power Virtual Agents, can be deployed to Microsoft Teams to automate access to information. Matt DiLiberto, Experienced Manager, Applications, BDO Digital, LLC Shraddha Shah, Experienced Senior Associate, Applications, BDO Digital, LLC Event details and registration

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 Event details and registration

05.20.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR COVID-19’s Impact on Single Audits: What You Need to Know The federal government approved over $5 trillion in funding and has made changes to existing federal award requirements in response to COVID-19. This has significantly impacted the compliance supplement, the scope and timing of single audits, and organizational operations. Additionally, recent revisions to Uniform Guidance may require updates to your organization’s policies and procedures.   Join us for a webcast geared toward state and local governments where we’ll cover the complications from COVID-19-related funding and associated challenges that could affect your next compliance audit. We’ll also address the following key topics: – Complexities related to reporting COVID-19-specific programs in the Schedule of Expenditures of Federal Awards (SEFA) – Extension of single audit due dates – Revisions to Uniform Guidance and federal award requirements Matt Parsons, CPA, Partner, Moss Adams Amy Sutherland, CPA, Senior Manager, Moss Adams Event details and registration

05.27.21 | 12:30 p.m.(Central) | 1 CPE | Presented by Moss Adams WEBINAR Medicare Update: 2022 Inpatient Prospective Payment System The fiscal year 2022 Inpatient Prospective Payment System (IPPS) proposed rule introduces key changes that could impact your organization’s Medicare reimbursement. Join us for our webcast to learn the latest updates and reimbursement issues for hospitals, upcoming changes, and how you can help your organization prepare. We’ll also cover related topics, including: – An evaluation of the IPPS rule key areas – Reimbursement shifts and data trends identified in the IPPS proposed rule data – Best practices and next steps for your cost report submissions Glenn Bunting, Director, Moss Adams Paul Holden, FHFMA, Partner, Moss Adams Michael Newell, Partner, Moss Adams Event details and registration

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.   Event details and registration | Program grid FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.

06.02.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR           The BDO Tax Strategist Series: Second Quarter Tax Planning Considerations for Your Business Join BDO for a session on tax considerations you can begin implementing now to effectively lower your business's total tax liability. This is the first webinar in BDO's Tax Strategist Webinar Series. Andrew Gibson, National Tax Office Leader, BDO USA, LLP (moderator) Laurie Dicker, National Technical Practice Leader, Transfer Pricing, BDO USA, LLP Michael Masciangel, National Tax Managing Director, International Tax, BDO USA, LLP Randy Schwartzman, National Technical Practice Leader, Corporate Tax and Mergers & Acquisitions, BDO USA, LLP Todd Simmens, National Technical Practice Leader, Tax Policy & Legislation, BDO USA, LLP Scott Smith, National Technical Practice Leader, State & Local Tax, BDO USA, LLP Event details and registration

06.03.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 Optimizing Operations Webinar Series: Turning the Corner on the Road to Recovery As we pass the one-year mark of COVID-19 being declared a pandemic in the U.S., business leaders are taking a look back at the way their organizations have changed and examining lessons learned so far. Join BDO Managing Director, Meg Potts, for a chat with Rick Fisher, CEO of PSP Holdings and Steve Schwab, CEO of the Elizabeth Dole Foundation to discuss what they discovered as they weathered the pandemic, the process of stabilizing their operations amid disruption and plans for moving forward. Rick Fisher. CEO, PSP Holdings  Steve Schwab, CEO, Elizabeth Dole Foundation  Meg Potts, Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator) Event details and registration

06.08.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 Tax Innovation Webinar Series: Harnessing the Accelerated Shift to a Digital Tax Department Rapid improvements in technology combined with the extraordinary impact of COVID-19 have presented Tax Departments with a wide array of new opportunities and challenges...the time has come to set a course for the future on your digital transformation journey. Please join us for the second webinar in BDO's 2021 Tax Innovation Webinar Series. Shaun Green, Managing Director, Tax Performance Engineering, BDO USA, LLP Herb Lockyer, Managing Director, Tax Performance Engineering, BDO USA, LLP Spencer Orlin, Experienced Senior Associate, Tax Performance Engineering, BDO USA, LLP Event details and registration

06.08.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams WEBINAR How GASB Updates Could Impact Your Organization Revisions introduced by the Governmental Accounting Standards Board (GASB) will significantly change accounting and reporting requirements for organizations. Join us for a webcast addressing GASB Statement Numbers 84, 87, 94, 96, and 97, and their potential impacts on fiduciary activities, leases, and more. We’ll cover related implementation guidelines and lessons learned from early adopters. Kevin Mullerleile, CPA, Senior Manager, Moss Adams Keith Simovic, CPA, Senior Manager, Moss Adams Event details and registration

06.10.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Why Auditing Health Care Claims Is Paramount for Payers COVID-19 has created significant financial upheaval for payers, patients, and providers alike. With the significant disruption to the claims processing cycle and health care costs continuing to climb, cost containment has never been more paramount for payers. Join us for our webcast to learn how auditing your company’s claims can be a powerful tool to mitigate cost overruns and save potentially millions of dollars —while increasing member satisfaction with health plans. We’ll address these key benefits as well as the following topics: – Financial impacts of emerging services, changes to medical billing protocols, and frequent-payer processing rule modifications – Repercussions felt by members related to confusion over coverage, cost sharing, and payment responsibility – Increases in health care fraud and how to identify cases, waste and abuse incidences driven by changes to service delivery settings, and new billing codes and guidelines This webcast is designed for payers across the continuum, including health plans, self-insured employers, managed care organizations, risk-bearing organizations, and third-party administrators. Event details and registration

06.15.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Spring 2021 Not-for-Profit Tax Update Join us for a webcast exploring important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations. We’ll address the changing tax landscape and provide insight into COVID-19 relief initiatives, potential changes under President Biden’s administration, congressional guidance, and several other key topics, including: – Recent tax rulings and updates – State tax considerations, including Wayfair and nexus for remote employees – COVID-19 relief, including the Employee Retention Tax Credit (ERTC) and Paycheck Protection Program (PPP) Emina Cresswell, CPA, Tax Senior Manager, Moss Adams Colleen Ramires, CPA, Tax Senior Manager, Moss Adams Event details and registration

06.17.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Not-for-Profit Accounting and Auditing: Spring 2021 Update To maintain an understanding of the accounting and reporting requirements of your not-for-profit organization, it’s important to understand key regulatory developments and their potential effects on the sector. Join us for our webcast addressing critical changes to auditing and accounting standards and their potential impacts on not-for-profit organizations. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, such as: – Accounting and financial reporting impact of COVID-19 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act – Upcoming accounting standard updates and potential effects on financial statements – Uniform guidance considerations and single audit update Jennifer Price, CPA, Partner in Charge, Portland Office, Moss Adams Hilary Tanneberg, CPA, Senior Manager, Moss Adams Event details and registration

06.22.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 Internal Audit Webinar Series: Internal Audit And It Audit’s Role In Digital Transformation As companies are shifting from manual to systematic, automated processes, there are a myriad of considerations those in the internal audit and IT audit functions should be aware. In this session, we’ll take deeper look at these considerations along with risks and findings identified in IA reports that drive the digitization agenda and outline opportunities for process automation.. Jamey Loupe, Managing Director, Risk Advisory Services, BDO USA, LLP Eskander Yavar, Principal, Management Advisory Services, BDO USA, LLP John Kincher, Principal, Management Advisory Services, BDO USA, LLP Event details and registration

06.24.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Government Capital Program Management: What to Consider A government’s capital program is often its largest expense, but knowing if the investment in capital assets is being efficiently and effectively managed can be difficult.   Given the high value, long lifespan, and tangible nature of these capital assets, careful planning and maintenance are critical for meeting the needs of the community while maintaining a strong financial position. Join us for our webcast that covers key capital-planning best practices, including the following: – Comprehensive and systematic planning – Procurement and contract-type strategies – Cost and budget management – Capital programming, financing, and deferred maintenance – Reserve policies and practices Stephen Bacchetti, CPA, CIA, CCA, Director, Moss Adams Colleen Rozillis, PMP, Director, Moss Adams Keith Simovic, CPA, Senior Manager, Moss Adams 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

Communications Sponsors

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

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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.