North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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UPCOMING EVENTS SUMMARY
Scroll down for program details and to register.
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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
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Presented by East 57th Street Partners
08.21.20
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Bankruptcy: How to Avoid It, Benefit from It, and How to Fund It
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Presented by Harris & Dickey
Live Webinars | Chapter Sponsors & Others
07.29.20 |
UD Leadership Lab: Co-Thrive Leadership in Community
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Presented by the University of Dallas
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07.30.20 |
Economic Update: Recovery and Next Steps for your Organization
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Presented by Moss Adams
07.30.20 |
Main Street Lending Program and Alternative Financing Options
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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
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Presented by Weaver
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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.
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WEBINARS & WEBSITE RESOURCES
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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.
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Live Webinars | FEI Dallas Chapter
With speaker permission, recorded versions of FEI Dallas Chapter webinars are available in the
Website Resources
section.
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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
CPE credit available to all attendees
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08.21.20 | 12:00-1:30 p.m. (Central) | 1.5 CPEs
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 (moderator)
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
Ross Gatlin, CEO & Managing Partner, Prophet Equity
Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation.
CPE credit available to all attendees
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Live Webinars | Chapter Sponsors & Others
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07.29.20 | 12:15 p.m. (Central) |
Presented by the University of Dallas
UD Leadership Lab: Co-Thrive Leadership in Community
CoThrive is an initiative created by UD Alumna Radha Sathe showcasing local community difference-makers in times of crisis. Featured members are showcased, supporting both community members and impacted businesses in the North Texas Area. The UD online CoThrive session will highlight the various phases of crisis and how individuals can stay motivated and thrive through leadership in the community.
Radha Sathe, MS '00, UD alumna
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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
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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.
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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
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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
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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
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ARCHIVED WEBINAR | BDO USA, LLP
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WEBSITE & RECORDED WEBINARS | Marsh & McLennan Agency
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RECORDED WEBINARS | Moss Adams
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WEBSITE | The Plexus Groupe
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LIVE & RECORDED WEBINARS | Robert Half
This website is updated weekly.
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ARTICLES |
Stout Risius Ross, LLC
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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
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FEI Learning Opportunities & CPE Credit
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FEI webinars
– Many webinars offering CPE credit are free to FEI members.
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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
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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.
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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.
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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:
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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.
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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.
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FEI Dallas Chapter
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
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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
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