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 07.28.20 |  Monthly Career Management Meeting with FENG: Top Ten Mistakes Employers Make In the Recruiting and Hiring Process  | Presented by East 57th Street Partners 08.21.20  |  Bankruptcy: How to Avoid It, Benefit from It, and How to Fund It  | Presented by Harris & Dickey Live Webinars | Chapter Sponsors & Others  07.21.20  |  Reopening & Recovery: The State of the Economy & The New Technology Environment  |  Presented by FEI San Antonio Chapter 07.21.20 |  FEI ForwardThinking: Four Challenges, Four Leaders –  At the Center of the Storm  (Part 3)  |  Presented by FERF 07.22.20  |  Summer Master Series: ESG Update and Insight for Financial Professionals  |  Presented by FEI Cincinnati Chapter 07.22.20  |  Not-for-Profit Tax Update for Summer 2020  |  Presented by Moss Adams

07.23.20  |  Tools and Insights for Leveraging Financial Data Analytics  |  Presented by Moss Adams   07.23.20  |  AEOI and 1042-S Reporting in 2020  |  Presented by Moss Adams 07.23.20  |  Fintech Update: Future of Fintech in a Changing COVID-19 Economy  |  Presented by Moss Adams 07.30.20 |  Economic Update: Recovery and Next Steps for your Organization  |  Presented by Moss Adams 07.30.20 |  Main Street Lending Program and Alternative Financing Options  |  Presented by Moss Adams 08.04.20 |  Global Market Update & Federal and Employee Tax Updates  | Presented by FEI Fort Worth Chapter 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.

07.28.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs Monthly Career Management Meeting with FENG Top Ten Mistakes Employers Make In the Recruiting and Hiring Process Rich Lavinski is the founder of Lavinski Allan & Associates and East 57th Street Partners. Over the years he has become an expert in career management, executive search, and consulting services specializing in the areas of accounting and finance employment and employment related services. In this program, Rich will discuss common hiring mistakes that companies make when evaluating and hiring job candidates. Richard A. Lavinski, CPA, Managing Partner, East 57th Street Partners  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

08.21.20 | 12:00-1:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE Bankruptcy: How to Avoid It, Benefit from It, and How to Fund It  Financial and operational stress and distress come in different forms. For some financial officers and personnel, breaching a financial covenant in a loan document, or facing a liquidity crunch may be a new experience.  What do you do when the company can’t make payroll or a scheduled debt payment, must negotiate a forbearance agreement, deal with a workout officer, or incurs significant and unsustainable losses? The presentation will provide ideas for financial officers and personnel to consider when faced with financial and/or operational distress. Kelly Harris, Founder & Partner, Harris & Dickey LLC Hon. Stacey G. C. Jernigan, U.S. Bankruptcy Court, Northern District of Texas John D. Penn, Esq., Partner & Firmwide Chair, Bankruptcy and Restructuring Practice, Perkins Coie, LLP John Tittle, Jr., Managing Director and Head of Turnaround/Restructuring Practice, Harris & Dickey LLC   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 | Registration information pending CPE credit available to all attendees

Live Webinars | Chapter Sponsors & Others

07.21.20 | 9:00 a.m. (Central) | 2 CPEs |  Presented by FEI San Antonio Chapter Reopening & Recovery: The State of the Economy & The New Technology Environment The State of the Economy : With unemployment rates nearing depression levels, business and industry shut-downs and an economy facing depression-like shocks, businesses and communities are facing uncertain times amid the Coronavirus pandemic. Join RSM Deputy Chief Economist Kevin Depew for a mid-year economic update to include: the economic impact of the pandemic; monetary and fiscal policy responses; labor market; coronavirus impact on middle market business; and economic recovery and reopening. Kevin Depew, RSM Deputy Chief Economist The New Technology Environment : Many organizations have quickly adapted to all or parts of their teams working remotely, but not necessarily in a secure and efficient manner. Join RSM Director of Technology Infrastructure Consulting, George Kohlhofer in discussing technology organizational concerns, potential solutions and long-term strategy to include: efficient and secure mobile workforce; moving between office and home seamlessly; potential technology investments and savings; IT staffing impact; and next steps for success in the new work landscape. George Kohlhofer, RSM Director of Technology Infrastructure Consulting Event details and registration

07.21.20 | 1:00 p.m. (Central) | 1 CPE |  Presented by FERF FEI ForwardThinking: Four Challenges, Four Leaders – At the Center of the Storm 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. Dennis Dahlen, CFO, Mayo Clinic Dillon Papenfuss, Manager of Research & Analysis, Financial Executives International 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: Going on Offense with Daniel Crumb, CFO, Kansas City Chiefs Football Club 07.31.20 | 1:00 p.m. (Central) | 1 CPE  Event details and registration For information or registration assistance, contact:  conf@financialexecutives.org

07.22.20 | 11:00 a.m. Central) | 1 CPE |  Presented by FEI Cincinnati Chapter ESG Update and Insight for Financial Professionals Environmental, Social and Governance (ESG) performance, reporting and assurance has gained center stage around the world as organizations seek to better understand the needs and concerns of a variety of stakeholders, improve their own performance and better communicate their ability to create long term sustainable value. Finance professionals can play a valuable role in adding value as their organizations, start, evolve and continuously improve their ESG related activities.   Bob Hirth, Senior Managing Director, Protiviti - Learn about the latest drivers and application of ESG activity that enhance organizational value and sustainability for key internal and external stakeholders . - Gain insight into the most current ESG reporting techniques and leading practices as well as reporting frameworks used by leading organizations globally . - Understand internal control aspects and third party assurance options for ESG reporting as well as integration with Enterprise Risk Management . Event details and registration

07.22.20 | 12:00 noon (Central) | 1 CPE |  Presented by Moss Adams Not-for-Profit Tax Update for Summer 2020 This program will cover important tax updates from the US Department of the Treasury, Congress, and the IRS affecting tax-exempt organizations. We’ll cover a number of topics, including: the Taxpayer Certainty and Disaster Tax Relief Act of 2019; COVID-19 related updates; excess compensation; 990-T unrelated business income silo reporting; and tax reform. Emina Cresswell, Senior Manager, Moss Adams Colleen Ramires, Senior Manager, Moss Adams Event details and registration

07.23.20 | 12:00 noon (Central) |  Presented by Moss Adams Tools and Insights for Leveraging Financial Data Analytics Data analytics play an important role in a company's ability to grow, benchmark, identify trends, and be better prepared for the unexpected. Join us for a webcast exploring how the adoption of a data-driven approach to decision making can help accelerate change agility when the status quo of your business changes. Event details and registration

07.23.20 | 12:00 noon (Central) | 1 CPE |  Presented by Moss Adams AEOI and 1042-S Reporting in 2020 If your partnership makes payments to non-US partners or was formed outside of the United States, it’s important to understand your unique filing obligations. This program will cover essentials you need to know to stay on track. We’ll define Forms 1042-S and 1042 filing obligations, as well as the Fair and Accurate Credit Transactions Act and Common Reporting Standards. We’ll also cover the following key points: 2019 AEOI reporting and extensions for COVID; updates for 2020 1042-S reporting; common pitfalls of Forms 1042-S and 1042 reporting; noncompliance and common penalties; and deadlines and available extensions. Jill Dymtrow, Director, Moss Adams Erin Fennimore, Director, Moss Adams Event details and registration

07.23.20 | 3:00 p.m. (Central) |  Presented by Moss Adams Fintech Update: Future of Fintech in a Changing COVID-19 Economy Quarterly fintech educational networking event to discuss industry-specific topics, share information, and connect with fintech specialists and professionals. This program will focus on fintech in a post-COVID-19 environment, featuring special guests Belcher, Smolen & Van Loo and DLx Law. Key topics presenters will cover include: legislative and finance-related changes; fintech operational strategies; and challenges related to COVID-19. Discussions will be followed by a virtual happy hour and networking breakout sessions.  Erik Weinapple, CPA, Senior Manager, Moss Adams Theresa Wright, CPA, Senior Manager, Moss Adams Melissa Paes, CPA, Senior Manager, Moss Adams Gabriel Shapiro, Partner, Belcher, Smolen & Van Loo Jon Van Loo, Partner, Belcher, Smolen & Van Loo Angela Angelovska-Wilson, Principal, DLx Law Event details and registration

07.30.20 | 12:00 noon (Central) | 1 CPE |  Presented by Moss Adams Economic Update: Recovery and Next Steps for your Organization Following shocking economic upheaval caused by COVID-19, The third quarter of 2020 is expected to see economic growth resume as lockdowns ease and relief initiatives go into effect. This program will address next steps for financial institutions as the economy recovers and potential longer-term implications of COVID-19. An industry specialist will cover key issues raised by the economic downturn, recovery prospects, and next steps for your organization. John W. Mitchell, Economist, M&H Economic Consultants Event details and registration

07.30.20 | 1:00 p.m. (Central) |  Presented by Moss Adams Main Street Lending Program and Alternative Financing Options This program is a follow-up to our Main Street Lending Program panel,  which you can stream here . This panel will discuss the latest updates to the Main Street Lending Program, the impact of new regulations, and broader alternative financing options available to businesses.  Event details and registration

08.04.20 | 11:00 a.m. (Central) | 2 CPEs |  Presented by FEI Fort Worth Chapter Global Market Update & Federal and Employee Tax Updates Global Market Update – Drivers of Risk for Corporate 2H 2020 : With global business risk drivers being significantly higher in 2020, Gonzalo will cover: Interest rate outlooks; foreign exchange outlooks; corporate risk management considerations and other topics. Gonzolo Sanchez, Director, Bank of American Securities Federal and Employee Tax Updates : This program will cover the latest updates on the ever-changing CARES Act as new guidelines are issued, including: impacts to employee retention credits, NOL carry backs, and other of the latest tax implications being contemplated in Washington DC. Wes Poole, Tax Partner, EY Fort Worth Dave Manges, Senior Manager Employment Taxes, EY Event details and registration

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 Event details and registration

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 Effectively Handling the Most Critical Interview Questions (Part II) Monthly Chapter Meeting | Live webinar presented 4/13/20 COVID-19: Issues Affecting You, Your Family, and Your Company Monthly Career Management Meeting with FENG | Live webinar presented 4/28/20 Top 10 Tips for a Successful Virtual Interview & Five Ways to Stay Positive While in Transition Live webinar presented 5/20/20 Industry Updates: Turning the Lights Back On and Achieving the New Normal

WEBSITE | BDO USA, LLP BDO Crisis Response Resource Center

ARCHIVED WEBINAR | BDO USA, LLP Tax Relief and Managing a Mobile Workforce Under the CARES Act

WEBSITE & RECORDED WEBINARS | Marsh & McLennan Agency Addressing the Coronavirus Outbreak

WEBSITE | Moss Adams COVID-19 Implications

RECORDED WEBINARS | Moss Adams Protecting Your Organization from Cybersecurity Risks Protect Your Assets: Improve Projects and Reduce Noncompliance Remote Board Governance Tips SBA Paycheck Protection Program: Q&A with KeyBank and Moss Adams Capital Protect Your Finances: Top 10 Actions for Executives State of Transactions & Access to Capital

WEBSITE | The Plexus Groupe COVID-19 Resource Center

LIVE & RECORDED WEBINARS | Robert Half Enterprise Resilience Webinar Series This website is updated weekly.

WEBSITE | Sage Intacct Coronavirus (COVID-19) and Your Business

ARTICLES |  Stout Risius Ross, LLC Is COVID-19 a Triggering Event for Impairment Testing? Impairment Triggers in Crisis: What Does 2008 Tell Us About the COVID-19 Market Crash? COVID-19: How to Prepare for a Business Insurance Claim Recommendations for Fair Value Measurement Amid Market Disruption COVID-19 and Accounting for Loan Modifications Reasonably Equivalent Value: What Distressed-Asset Buyers Should Know

WEBSITE | Weaver COVID-19 Resilience & Recovery Resource Center

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 Listen online

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

Membership Partner

Membership Partner

Mentoring Partner

Spring Social Partner

Winter Social Partner

Academic Partners

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 .