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

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, and The University of Texas at Dallas. 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.  OPEN FOR REGISTRATION JUNE 29 | 4:00-5:30 p.m. | 1.5 CPEs | VIRTUAL University of Dallas | “Thinking Strategically About Leading and Managing Remote Work in Financial Services” | Dale Fodness, Ph.D., Associate Professor, Gupta College of Business   DETAILS COMING! JULY | University of North Texas  SEPTEMBER | The University of Texas at Dallas

06.29.21 | 4:00-5:30 p.m. (Central) | 1.5 CPEs FEI Dallas Chapter Summer Series | WEBINAR Thinking Strategically About Leading and Managing Remote Work in Financial Services Presented by the University of Dallas Gupta College of Business The time is now to reflect on what was learned and what the role of remote work can and should be in the future of financial services. Dale will share key insights from his research and discussions with colleagues and clients on working remotely (both before and during the Pandemic) in finance and other industries. These will form the basis for a discussion of considerations for remote work strategy and tactics. Dale Fodness, Ph.D., Associate Professor, Gupta College of Business   Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation. Pre-registration at the FEI Dallas Chapter website required | Event details & registration CPE credit available to all attendees

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.

CAREER EVENTS

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

07.27.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE Monthly Career Management Meeting with FENG | WEBINAR   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

SPECIAL INTEREST GROUPS

For the remainder of the 2020-21 year, if the Dallas Chapter hosts in-person meetings by spring, the SIGs may host 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

06.29.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR The Evolving Sustainability & ESG Integrated Reporting Landscape Join BDO and our guests, Bob Hirth, Vice Chair of the SASB, and Andrew Buchanan, BDO Global Head of IFRS and Corporate Reporting, as we discuss the current and future state of corporate reporting from both a global and a U.S.-based lens. Andrew Buchanan, Global Head of IFRS and Corporate Reporting, BDO Global Bob Hirth, Vice Chair of The Sustainability Accounting Standards Board (SASB); Senior Managing Director, Protiviti Amy Rojik, Partner, BDO Center for Corporate Governance and Financial Reporting, BDO USA, LLP Event details and registration

06.29.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Banking CFO Panel: A State of the Industry Webinar BDO invites you to join us for our upcoming Banking CFO Panel: A State of the Industry Webinar, where you will be able to hear from a CFO panel that will discuss hot topics in the banking industry. Frank Gonzalez, South East Leader Financial Institutions & Specialty Finance Practice Assurance Partner, BDO USA, LLP (moderator) Jose Marina, Executive Vice President and CFO, City National Bank Romolo Santarosa, Senior Executive Vice President, CFO, Hanmi Bank Kitty Payne, CFO, Commercial Bank of California Thomas Splaine, Executive Vice President, CFO, Lakeland Bank Event details and registration

06.29.21 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Prepare Your Supply Chain for Unexpected Changes Changes to direct-to-consumer sales in the European Union and Canada take effect on July 1, 2021. This Wayfair-like sales tax rule will likely have a significant impact on your sales and costs to consumers in these markets. Join us for our webcast, which focuses on navigating this new tax as well as other supply chain improvement opportunities, margin enhancement, and duty considerations. James Robinson, Managing Director, Moss Adams Event details and registration

06.29.21 | 1:00 p.m. (Central) | No CPE | Presented by BDO USA, LLP  WEBINAR Taking Stock of Private Equity M&A Mid-2021 Fund managers are engaging in a highly competitive—and expensive—year of M&A. Private equity and venture capital deal making made a comeback at the end of 2020, and activity has been robust into 2021. Scott Hendon, National Co-Leader of BDO’s Private Equity Practice, BDO USA, LLP Bob Snape, President, BDO Capital Advisors, LLC Verenda Graham, National Co-Leader of BDO’s Private Equity Practice, BDO USA, LLP Kevin Bianchi, National Co-Leader of BDO's Asset Management Practice. BDO USA, LLP Event details and registration

06.30.21 | 9:00 a.m. (Central) | 1.5 CPEs | Presented by BDO USA, LLP  WEBINAR The Significant and Lasting Impacts of Brexit on Supply Chain and Data Privacy Join our webinar where we’ll provide information on the current political landscape in the EU, its relationship with the UK since the signing of the Trade & Cooperation Agreement with the EU and how that is impacting supply chains for U.S. companies. Barb Derus, Transfer Pricing Principal. BDO USA (moderator)  Noel Clehane, Global Head of Regulatory & Public Policy, BDO Global Office Greg Reid, Managing Director, Global Data Protection Officer Services Leader, BDO USA Richard Austin, Head of Corporate Advisory Services & National Head of Manufacturing, BDO UK Event details and registration

06.30.21 | 11:30 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Cyber Liability Insurance: Costs and Reducing Exposure As cybersecurity attacks increase, many organizations may not realize how exposure impacts more than just company operations. Join us for a webcast covering the key benefits of a comprehensive cybersecurity plan. We’ll take you behind the scenes to gain a better understanding of the connection between controls, insurance companies, and underwriters when determining cost; and how solid cybersecurity policies bolster banking relationships. Francis Tam, CPA, CISM, CISA, CITP, CRISC, PCIP, PCI QSA, Partner, Moss Adams Randy S. Lagomarsino, VP & Senior Relationship Manager, City National Bank Christopher Calnon, Senior VP, Head of Professional Liability Product Management, CHUBB Event details and registration

06.30.21 | 12:15 p.m. (Central) | Presented by the University of Dallas WEBINAR UD Corporate Roundtable Series  Business Analytics with Saba Beyene of American Airlines Join us as we hear from Saba D. Beyene of American Airlines and Dr. John Colias, Professor and Director of Business Analytics. In this session our experts will share: ·    What does an analytics professional need to know to succeed as a data scientist?  ·    What skills are needed?  ·    What are employers seeking in an ideal candidate entering the analytics field?  Saba Beyene will answer these questions and more based on her experience as a leader of a large analytics team at American Airlines. This virtual event will include Q&A and interactive discussion. Saba D. Beyene, American Airlines Dr. John Colias, Professor and Director of Business Analytics, Gupta College of Business, University of Dallas Event details and registration | Seating is limited to the first 100 registrants

07.13.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Make Environmental, Social, and Governance Work for You Should your organization focus on environmental, social, and governance (ESG) criteria? In most cases, yes—ESG can help your company access new financial opportunities, especially if potential investors want more insight into your company’s corporate performance. Join us to explore what ESG encompasses, why you should be engaged in ESG best practices, and steps to move your organization forward. Our industry leaders will provide perspectives on these topics and give insight into key ESG developments in the financial services sector. Gayle Appelbaum, Partner, Regional and Community Banking, McLagan Rhotunda Conda, SPHR, VP Human Resources, Golden 1 Credit Union Greg Gehlmann, Senior VP, General Counsel, Tri Counties Bank Terry Pierce, Regional Recruiting Senior Manager, Central Region, Moss Adams Event details and registration

07.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Quarterly Technical Update – Q2 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q2 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 Event details and registration

07.14.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Economic Update and Q&A for Commercial Real Estate Join us for our webcast on key economic and operational challenges impacting the commercial real estate industry—and ways to address them. Ken Rosen, Chairman, Rosen Consulting Group Kelvin Tetz, Partner, National Practice Leader Real Estate, Moss Adams Event details and registration

07.14.21 | 2:00 p.m. (Central) | No CPE | Presented by Moss Adams WEBINAR How to Develop Forward Thinking Financial Dashboards Strong financial reporting is essential to a company’s current and long-term success. Your company’s financial data should tell the story of your organization’s health—in its current state and in the future. Join us for our webcast to learn how to better apply financial analytics and predictive forecasting dashboards. This applies to NetSuite, QuickBooks Online, and Sage Intacct users. Loren Den Herder, Managing Director, Moss Adams Event details and registration

07.19.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR The Business Imperative of Inclusion and Diversity Leading an organization with an inclusion and diversity (I&D) mindset can boost innovation, attract and retain top talent, and enable your organization to better serve the growing diversity of your clients and communities. Join us for our webcast on the business imperative of I&D. Industry professionals will provide insight into why I&D is a key business strategy and a competitive advantage. They’ll also share actions your organization can take to foster inclusion and belonging to sustain long-term business success. Gerardo Godinez, Partner, Moss Adams Dena Herbolich, Partner, Moss Adams Ella F. Washington, PH.D., CEO of Ellavate Solutions and Professor of Practice at Georgetown University’s McDonough School of B, Ellavate Solutions and Georgetown University Carolyn Kalafut, Senior People Science Consultant, Glint Event details and registration

07.20.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP  WEBINAR BDO’s Healthcare Hot Topics Webinar Series: July 2021: Healthcare Digital Transformation Survey According to BDO’s 2021 Healthcare Digital Transformation Survey, as a result of the events of 2020, 60% of healthcare organizations are adding new digital projects and 42% are accelerating some or all existing digital transformation plans. The message is clear: the future of healthcare is digital. Steven Shill, Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Michael Lee, Principal, BDO Digital Chris Cooper, Managing Director, Advisory, BDO Healthcare Herman Williams, M.D., Managing Director, Advisory, BDO Healthcare Chad Beste , Principal, Advisory, BDO Healthcare Karen Fitzsimmons, Assurance Partner, BDO Healthcare Jim White, Tax Partner, BDO Healthcare Event details and registration

07.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Q2 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. 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

07.27.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Rethink KPIs: Which Metrics You Should Focus On The COVID-19 pandemic has changed the way higher education leaders view and report on key performance indicators (KPIs). While most finance professionals still embrace a less-is-more approach to monitoring KPIs, institutions often have a thirst for more information—if measuring three KPIs helps operations, wouldn’t measuring 10 be even better? Not necessarily. Join us for our webcast to explore how focusing on a smaller set of KPIs can help your institution deliver value and stay agile in a constantly changing business environment. Annie Rose Favreau, Manager, Business Consulting Services, Public Sector Strategy and Operations, Moss Adams Loren Den Herder, PMP, Director, Business Consulting Services: Strategy and Operations, Moss Adams Event details and registration

08.05.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 VBA Webinar Series: Valuation in the Life Sciences Sector Valuation impacts all life science companies. Whether negotiating a licensing deal, raising a financing round, preparing for an IPO, or negotiating the acquisition of a company or an asset, valuation influences almost all aspects of a life science company’s operations. Kevin Wharton, Director, Valuation & Business Analytics, BDO USA, LLP Jason Zeman, Managing Director, Valuation & Business Analytics, BDO USA, LLP Event details and registration

08.10.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 Tax Innovation Webinar Series: How to Get Your Tax House in Order: Building the Case Please join us for the third webinar in BDO's 2021 Tax Innovation Webinar Series as we discuss how to build momentum for your project by analyzing your needs (gap assessment), setting priorities and building a great business case. Anne Giffels, Managing Director, Tax Performance Engineering, BDO USA, LLP Cristin Boynton, Managing Director, Tax Performance Engineering, BDO USA, LLP Mike Bourne, Regional Sales Manager, CSC Corptax Event details and registration

09.30.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR An Economic Update: The Impact of Recovery and Upside Forces While the US economy has regained the output loss illustrated during the COVID-19 pandemic recession, the labor market is still making up lost ground—and some uncertainty remains for financial institutions. Join us for our webcast featuring an economic update and key changes following COVID-19, including potential proposals for additional spending, taxes, and programs. We’ll also cover the upside forces expected to fuel 2021 and 2022. John W. Mitchell, Owner, M&H Economic Consultants 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

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

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