North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
UPCOMING EVENTS SUMMARY
Scroll down for program details and to register.
Live Webinars | FEI Dallas Chapter

07.13.20 |  FEI Dallas Chapter Summer Series: Ethics and the Corporate Culture in the Last and Next Financial Crisis  | Presented by The University of Texas at Dallas

07.28.20 |  Monthly Career Management Meeting with FENG  | SAVE THE DATE

Live Webinars | Chapter Sponsors & Others 

07.15.20 |  UD Leadership Lab: The Workplace Perspective - The Focus for Leaders in the "Next Normal"   Presented by the University of Dallas
07.15.20 |  FEI ForwardThinking: Four Challenges, Four Leaders (Part 2)  Presented by FERF

07.16.20 |  Once in a Lifetime: Unexpected Risk in 2020  Presented by FEI Austin Chapter

07.16.20 |  Energy Webinar: Sales Tax Recovery – Where Can Oil and Gas Companies Find the Dollars?  Presented by Weaver

08.05.20 |  Public Company Webinar: Creating a More Robust Internal Control Environment, Inside and Out  Presented by Weaver
FEI Dallas Chapter in-person meetings are not currently being scheduled during the spring and summer months; however, we are pleased to offer the following online alternatives.
WEBINARS & WEBSITE RESOURCES
To provide useful information and potential CPE opportunities for our members, FEI Dallas has reached out to our chapter sponsors and other organizations for access to their live and pre-recorded webinars. Please refer to program details to determine if they offer CPE credit or are just informational; most recorded webinars are not eligible for CPE. We will continue to update this section as new information is made available to us.  Please contact  Jackie Dunn  to submit webinars or website resources that you would like to share with our members. Content is due one week prior to the Monday publication date.
Live Webinars | FEI Dallas Chapter
With speaker permission, recorded versions of FEI Dallas Chapter webinars are available in the  Website Resources  section.
07.13.20 | 3:30-5:00 p.m. (Central) | 1.5 CPEs | Presented by The University of Texas at Dallas
FEI Dallas Chapter Summer Series | WEBINAR
Ethics and the Corporate Culture in the Last and Next Financial Crisis
This program is a no-holds-barred presentation focusing on the costs of unethical leadership and the steps an organization needs to take to create and maintain an ethical corporate culture.
Richard Bowen, Citigroup Whistleblower and Senior Lecturer II, Naveen Jindal School of Management, The University of Texas at Dallas
 
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 and registration
CPE credit available to all attendees directly from the ON24 platform at completion of the webinar. 
07.28.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG | WEBINAR
Richard A. Lavinski, CPA, Managing Partner at East 57th Street Partners, will discuss the top 10 mistakes employers make in the hiring process and what you can do as a candidate to overcome these hiring obstacles.

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
Live Webinars | Chapter Sponsors & Others
07.15.20 | 12:15 p.m. (Central) |  Presented by the University of Dallas
UD Leadership Lab: The Workplace Perspective - The Focus for Leaders in the "Next Normal"
Hear how two DFW major employers--Alcon and Lockheed Martin Aeronautics Company-- are planning to redefine workplace practices for employee safety and goals for business success, in response to the Coronavirus crisis. Strategies to support employee well-being, best practices for leaders and recommendations for potential new hires will be discussed.
Jude Olson, PhD, PCC, Org Development Consultant & Executive Coach (moderator)
Nan Fuller, MBA '92, HR Manager, R&D, Alcon in FW
Christine Wirsing, Manager, Finance Leadership Development Program (FLDP), Lockheed Martin Aeronautics Company in FW
Event details and registration  | Limited to the first 100 registrants
07.15.20 | 1:00 p.m. (Central) | 1 CPE |  Presented by FERF
FEI ForwardThinking: Four Challenges, Four Leaders – Finding Purpose
Senior-level financial executives are at the center of challenging times, requiring them to reflect on the fundamentals of their profession, their role as leaders and accept responsibility for greater societal change.

The Financial Education and Research Foundation (FERF), in cooperation with Robert Half | Protiviti, will hold live, in-depth Q&A discussions with four FEI members that have seen their industries and world upended overnight, and they’ll share how they plan to navigate the unclear road ahead.
Calvin Harris, Jr. , CFO, National Urban League
Interviewed by: Olivia Berkman, Managing Editor, FEI Daily and Laura Shiffman, Professional Accounting Fellow, FEI
This will be an interactive conversation – not a traditional webinar. Participants are encouraged to engage and will be able to submit their own questions prior or during the discussion.
Event details and registration  | Free to FEI members, $49 non-members

The  FEI ForwardThinking: Four Challenges, Four Leaders  series   continues with more complimentary virtual CPE opportunities for FEI members:

with   Dennis Dahlen, CFO, Mayo Clinic
07.21.20 | 1:00 p.m. (Central) | 1 CPE 
 
with Daniel Crumb, CFO, Kansas City Chiefs Football Club
07.31.20 | 1:00 p.m. (Central) | 1 CPE 

For information or registration assistance, contact:  conf@financialexecutives.org
07.16.20 | 12:00 noon (Central) | 1 CPE |  Presented by FEI Austin Chapter
Once in a Lifetime: Unexpected Risk in 2020
With the arrival of the global pandemic due to COVID-19, one of the most challenging commercial property and casualty insurance markets in decades has arisen. Many companies have never felt more off-balance, and are learning how the current business disruption and its economic impact can affect business risk and change available insurance policies. This program will cover the current insurance and risk market; steps companies can take even when cash flow is tight; best practices starting to emerge; and preparing for your next commercial insurance renewal.
Steve Anderson, Senior VP, Marsh Risk Consulting
Lauren Culp, Assistant VP, FINPRO and Cyber Practice (South Central US), Marsh
Thomas Furhman, Managing Director, Cybersecurity Consulting and Advisory Services, Marsh Risk Consulting
07.16.20 | 1:00 p.m. (Central) | 1 CPE |  Presented by Weaver
Energy Webinar: Sales Tax Recovery – Where Can Oil and Gas Companies Find the Dollars?
Join us for this live webinar where we’ll have an overview of the sales tax recovery process, key considerations, exemptions and opportunities for companies in the energy industry. Our goal is to help your company identify refund opportunities and understand your options to bring cash in the door.
Mayur Naik, Senior Manager, State and Local Tax Services, Weaver
Shane Stewart, Partner, State and Local Tax Services, Weaver
08.05.20 | 11:00 a.m. (Central) | 1 CPE |  Presented by Weaver
Public Company Webinar: Creating a More Robust Internal Control Environment, Inside and Out
A SOX compliance program can develop and operate through a variety of means, using internal and external resources. Regardless of the structure, there are key considerations each organization should be aware of in order to maintain and address SOX compliance requirements.
Brett Nabors, Partner, IT Advisory Services, Weaver
Greg Englert, Partner, Risk Advisory Services, Weaver
Website Resources
RECORDED WEBINARS | FEI Dallas Chapter
Recorded versions of FEI Dallas Chapter webinars are available for viewing with speaker permission.
CPE credit is not available for recorded webinars.

Monthly Career Management Meeting with FENG | Live webinar presented 3/24/20

Monthly Chapter Meeting | Live webinar presented 4/13/20

Monthly Career Management Meeting with FENG | Live webinar presented 4/28/20

Live webinar presented 5/20/20
WEBSITE | BDO USA, LLP
WEBSITE & RECORDED WEBINARS | Marsh & McLennan Agency
WEBSITE | Moss Adams
WEBSITE | The Plexus Groupe
LIVE & RECORDED WEBINARS | Robert Half
This website is updated weekly.
PODCAST | Weaver
Weaver: Beyond the Numbers 
In Crisis Times, Organizational Capacity Is Both Tested and Triumphant
When business disruptions happen, the silver lining is that it presents opportunities for meaningful organizational change. On this episode of Weaver: Beyond the Numbers, Adam Jones discusses the importance of assessing your organizational capacity and evaluating your allocation of people, process and technology – the fundamental building blocks of all organizations.
Adam Jones, State Government Practice Leader, Weaver
FEI Learning Opportunities & CPE Credit
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.
MONTHLY CHAPTER MEETINGS
Monthly chapter meetings have concluded for 2019-20 and will resume in September 2020. The Program and Professional Development Committees are actively seeking input for topics and speakers for 2020-21 programming. Please contact the following committee leaders to share thoughts and ideas:

Jens Mielke, Program Committee (dinner meetings),  jensrmielke@gmail.com
Tom Beitel, Professional Development Committee,  thomas.beitel@siemens.com
SPECIAL EVENTS
10.26.20 | Rescheduled from April | SAVE THE DATE!
FEI Dallas Chapter Golf Tournament & Wine Tasting 2020
The Clubs of Prestonwood – Creek Course & Clubhouse
Note: This in-person event is pending relaxation of current social distancing guidelines.
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
Academic Partners
Communications Sponsors
Membership Information