North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Current planning for 2020-21 is that the September meeting will be virtual, but structured closer to a typical in‑person meeting to include a professional development session, business meeting, and keynote presentation. CPE credit will be available subject to attendance criteria. We will continue to work toward the goal of in-person meetings as guidelines surrounding COVID evolve. |
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10.12.20 | SAVE THE DATE
Monthly Chapter Meeting | IN PERSON & VIRTUAL
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Private Equity Portfolio Company Structures and Management Considerations
How private equity-backed portfolio companies are structured, and who manages the day-to-day finances, can significantly impact the results upon exit. This session will discuss the various structures in the market today, the impact of new carried interest tax rules on executive compensation and what Private Equity sponsors value when selecting a CFO to lead their companies.
Panel:
Kenny Wilks, Partner, Moss Adams (moderator)
Lou Grabowsky, Managing Partner, Juniper Capital
James Wang, Principal, Ara Partners
Tax discussion:
Todd Way, Partner, Vinson & Elkins
Lori Mettille, Partner, Moss Adams
5:15-6:00 p.m. Networking Social
Esports and Gaming – Billions of Participants; Billions of Dollars
Gaming and esports are exploding, boasting 2.7 billion gamers and 495 million esports fans around the world. The League of Legends World Championship Final attracted more than 44 million viewers last year. Learn about this seemingly new phenomenon (hint: the first major esports tournament took place in 1978), the business behind the games, and the impact the industry will have on the way we think about sports and entertainment.
Chris Chaney, Founder & Managing Partner, C4+
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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2020-21 FEI Dallas Chapter Monthly Meeting Schedule
Monthly chapter meetings are held on 2nd Mondays September-April except December.
2020
September 14
October 12
November 9
2021
January 11
February 8
March 8
April 12
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Due to continuing social distancing restrictions, the Fall Social planned for Oct. 26 has been cancelled. The Special Events committee is working on an alternate social event and will publish details as they become available. |
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Virtual events will continue for the foreseeable future. CPE credit will be available subject to attendance criteria. |
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09.22.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
Tips for the In-transition Financial Executive!
Debbie Williams is an expert in executive search and is well-known in Texas and the Southwest. She will bring her knowledge, experience, and expertise in the executive search field as she talks about networking, executive job search, a structured approach for the in-transition executive, and other relevant matters. She will provide ample opportunities for questions and this will be a great opportunity to meet one of the iconic talents in our industry.
Debbie Williams, Principal & Founder, HastonWilliams
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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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
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The plan for Special Interest Group meetings in 2020-21 is to have a virtual event for each SIG in the fall, and two in-person meetings in the winter/spring timeframe. Meetings will be simultaneously streamed for people who choose not to attend in person, and CPE credit will be available subject to attendance criteria. Smaller group sessions will be conducted before or after meetings via Zoom breakout rooms. More details to come. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology. |
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09.29.20 | 4:00-5:00 p.m. (Central) | 1 CPE
Real Estate CFO Series | VIRTUAL
Hospitality Industry Road to Recovery
Our panelists will bring deep insight on how the hospitality industry has adapted to keep operating during the pandemic. They will also speak about any challenges the hospitality industry has faced and the path moving forward.
T. Dupree Scovell, Managing Partner and Chief Investment Officer, Woodbine Development Corp.
Paul E. Greilich, Partner, Baker Tilly US, LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Real Estate sector
CPE credit available to all attendees
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10.01.20 | 4:30-5:50 p.m. (Central) | 1 CPE
Private Equity CFO Series | VIRTUAL
Creative Transaction Structuring in a Crazy Time
The current pandemic has forced buyers and sellers to reconsider valuation methods, letters of intent, deal structures, representations and warranties – almost everything to reach agreement and close transactions. We will explore some of the creative approaches that dealmakers have used to deal with the impact of the pandemic and how they will move forward.
Brian A. Reed, Partner, Weaver
Steven E. Bartz, Partner, DLA Piper LLP (US)
Robert M. Rough, Managing Director, Telos Capital Advisors, LLC
Kyle Madden, Partner, KLH Capital
Lamar Stanley, Vice President, Gen Cap America
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Private Equity sector
CPE credit available to all attendees
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10.07.20 | 4:30-5:50 p.m. (Central) | 1 CPE
Technology CFO Series | VIRTUAL
The Future of Real Estate and Working Environments for Technology Companies
This program will be an engaging discussion of the unique challenges faced by technology companies, including space selection, utilization, employee safety, and maintaining collaborative environments. The program will discuss real estate and work environment strategies and solutions that achieve company objectives, improve employee safety and satisfaction, and reduce costs.
Omar Choucair, CFO, Trintech
John Pelletier, Senior VP-Tenant Advisory Services, ESRP
Flip Howard, President & CEO, WorkSuites
Jeff Lamb, President & COO, Vari (previously Varidesk)
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Technology sector
CPE credit available to all attendees
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10.22.20 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Manufacturing & Distribution CFO Series | VIRTUAL
AllianceTexas Mobility Innovation Zone
The combination of autonomous vehicles, advances in artificial intelligence, and the integration of transportation systems and infrastructure are quickly advancing new and innovative intelligent mobility systems. Deployment of these systems requires a location were a variety or real-world situations exist to test, scale, and commercialize solutions that can address the growing demand for fast, efficient and affordable freight and passenger movement. This presentation describes an initiative being launched at AllianceTexas to establish a mobility innovation zone (MIZ) that provides the infrastructure, differentiated capabilities and services, collaborative partnerships and ecosystem, and the ability to test and commercialize ground and air mobility solutions.
Russell Laughlin, Executive VP, Hillwood, a Perot Company
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Manufacturing & Distribution sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
CPE credit available to all attendees
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11.05.20 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Energy CFO Series | VIRTUAL
US Upstream: Moving Forward from the 2020 Commodity Crash
Robert Clarke, Vice President, and Ryan Duman, Research Director, will present Wood Mackenzie’s view of how domestic onshore E&Ps have changed their businesses in the face of this year’s commodity crash, what will an eventual rebound look like, and what new risks will impact every upstream strategy.
Robert Clarke, Vice President, Wood Mackenzie
Ryan Duman, Research Director – US Upstream Research, Wood Mackenzie
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Energy sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
CPE credit available to all attendees
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11.16.20 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Healthcare CFO Series | VIRTUAL
2020: What Happened and What’s Next
This program is a guide to following the sweeping temporary and permanent legislative and executive order changes we saw in 2020, along with the breakdown of the 2020 elections, and what to expect net out of DC, the administration and Congress after the results are in given their platforms and The Hill whispers. The program will discuss how the winning candidate’s healthcare and financial strategy helped them gain traction. It will also address the tone and message that we are hearing in D.C. from different members of Congress working on healthcare and financial legislation, and what they are saying, or not saying, about the winning candidate’s healthcare policy. The program will have feedback from members on Trump’s comments on healthcare and the financial sector as he looks to his second term or looks to be walked out come January 2021.
Donna Wilkinson, Senior Counsel, Ameriflex
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Healthcare sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
CPE credit available to all attendees
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09.22.20 | 1:00 p.m. (Central) | 1 CPE | Presented by FERF
WEBINAR
FEI ForwardThinking: Great Expectations, New Realities – What Board Members and Audit Committees Expect
Senior-level financial executives have spent the past six months managing through turbulent times. Now, external stakeholders are judging how well those in the finance suite are reacting and what should be the benchmarks for success and failure.
The Financial Education & Research Foundation (FERF), in cooperation with Crowe, will hold live, in-depth Q&A discussions with key stakeholders -- including investors, standard setters and board members – to gauge how financial professionals are reacting to a completely new world.
This program is includes a discussion by Leslie F. Seidman, member of the board of directors and chair of the audit committees of General Electric and Moody’s Corporation as well as past chairman of the Financial Accounting Standards Board (FASB). It 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.
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09.23.20-10.14.20 | Presented by Sage Intacct
VIRTUAL SERIES
Financial Services Forum
Join us each week for some insightful conversation and take the opportunity to network and learn with your financial services finance peers. The financial services industry is experiencing lots of change, but how can we, as finance leaders, lead our organizations forward and support growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the financial services industry.
09.23.20 | Best Practices of a Modern Financial Services Firm: a CFO’s Journey
10.07.20 | The Power of Budgeting, Planning & Forecasting During Uncertain Times
10.14.20 | KPIs & Metrics that Matter for Financial Services Firms
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09.23.20 | 1:00 p.m. (Central) | 1 CPE | Presented by FEI San Antonio Chapter
WEBINAR
Your Greatest Investment
Your greatest investment opportunity is often overlooked. Learn current macrotrends and why investing in yourself pays great dividends.
Janice Flynn, CFO, HEB Foundation
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09.24.20-12.17.20 | Presented by Sage Intacct
VIRTUAL SERIES
Healthcare Hangout
Join these 30-minute sessions and take the opportunity to network, learn, and share with your healthcare finance peers. The healthcare industry is experiencing exceptional change, but how can we, as finance leaders, lead our organizations out of crisis and reignite growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the healthcare industry.
09.24.20 | The KPIs of Vets
10.01.20 | Partner Conversation: Replacing Manual Tasks to Increase Efficiency
10.15.20 | Evolving Payment and Delivery Models
11.19.20 | What’s Next with HIPAA
12.17.20 | What’s On Tap for 2021
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09.24.20 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Private Company Governance: The Value Proposition of a Private Company Board
The discussion will incorporate governance capital model concepts and real-life examples for those charged with governance at private companies to consider as they evaluate their own organizational governance practices.
Dennis Cagan, Principal, Managing Director, GovernX LLC; Author “The Board of Directors of a Private Enterprise”
Don Springer, Principal, Managing Director, GovernX LLC; Chairman, The Colton Group, Inc.
Amy Rojik, National Assurance Partner, Center for Corporate Governance, BDO USA LLP (moderator)
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09.24.20 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Why IT Compliance Isn’t Enough to Keep Your Organization Safe
Meeting regulatory compliance requirements is a must for many organizations, however, it’s often not enough to identify all technology risks within an organization. Organizations may not have identified threats and vulnerabilities to critical assets. Due to the impacts of COVID-19, those risks have expanded beyond the physical confines of a business. Now, it’s even more important for organizations to assess IT risks within their environments.
Join us for a webcast to learn the steps you can take to reduce your company’s vulnerability. We’ll discuss the importance of aligning IT security with business objectives, provide a practical and methodical approach to performing an IT risk assessment, and cover how cybersecurity impacts risks and business objectives
Troy Hawes, Cybersecurity Senior Director, Moss Adams
Jennifer Grant, Senior Manager, Moss Adams
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09.24.20 | 6:00 p.m. (Central) | Presented by FEI Los Angeles Chapter
WEBINAR
Managing Work from Home Employees, Security and Wireless Expenses
This program will focus on work from home environments as well as traditional operations to provide resources and skills for financial professionals to quickly assess the state of their company’s mobile environment, identify areas of improvement, and realize immediate savings with minimal time involvement.
Alex Dukhovny, Executive Vice President, Intratem Mobility Lifecycle Management
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09.29.20 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Helping Tax Departments Optimize Their Tax Data and Building Tax Power Solutions
Tax departments are generally the largest consumers of data. During this event, we will walk through the leading practices in order to optimize tax data and achieve automation within the tax function.
Shaun Green, Tax Managing Director - Tax Performance Engineering, BDO USA, LLP
Al Bradley, President, ACT
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09.29.20 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Goodwill Impairment at Financial Institutions
As the stock prices of many financial institutions continue to trade below their book value, the potential for goodwill impairment continues to increase. Join us for a webcast on goodwill impairment for financial institutions. We’ll discuss goodwill impairment considerations, the changes institutions must make in response to ASU 2017-04, and the industry effects caused by the COVID-19 pandemic.
David W. Giesen, Senior Managing Director, Ankura
Gabe Nachand, Partner, Moss Adams
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09.29.20 | 1:00 p.m. (Central) | 1 CPE | Presented by Stout
WEBINAR
The Current M&A Environment and Changes Brought by COVID-19
These Stout experts will share how COVID-19 has impacted various aspects of the M&A deal-making environment, including evolving deal structures, business risks, and due diligence requirements.
Kevin Murphy, Managing Director, Stout
Steven Rathbone, Managing Director, Stout
Gian Ricco, Managing Director, Stout
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09.30.20 | 12:00 p.m. (Central) | Presented by Moss Adams
WEBINAR
Stay Current on Trends to Bolster Your SOC 2 Report
In the current climate, having a robust SOC 2 report to present the security of the system and the protection of data is key. Our upcoming webcast will discuss the best practices for keeping your SOC 2 report up-to-date. We will explore lessons learned from implementing new SOC 2 Trust Services Criteria, provide tips to improve your SOC reporting, and explore different types of SOC 2 reports for customers.
Kim Koch, Partner, Moss Adams
Jared James, Senior Manager, Moss Adams
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10.01.20-10.22.20 | Presented by Sage Intacct
VIRTUAL SERIES
Hospitality Hangout
Join your Hospitality finance peers for this complimentary online series to share information and best practices. We’ll discuss up to date industry insights as well as strategies to gain better financial visibility and other tips to help navigate turbulent times.
10.01.20 | First Look: National Restaurant Association COVID Impact and Recovery Survey Results
10.08.20 | Inside Look: Hospitality Dashboard and Reporting for Better Decision Making
10.15.20 | Restaurant Crisis Recovery, Finding the Silver Lining
10.22.20 | Lodging Crisis Recovery, Finding the Silver Lining
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10.01.20 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Prepare for the Future: New Technology, Next Steps, More
A tumultuous 2020 has brought many uncertainties for the financial industry. However, it’s also illuminated truths forward-thinking institutions have known for years—including how ongoing technology advancements can prepare a company for crisis and competition alike.
In this session, technologist and Neocova CEO Sultan Meghji will discuss affordable and practical technologies available to community financial institutions, the state of the financial industry, steps institutions can take now to best position themselves for the future, and more.
Sultan Meghji, CEO & Co-founder, Neocova
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10.22.20 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Tax Update: Key Changes and Implications for Institutions
Changes and new opportunities related to federal and state tax laws will likely impact your bank’s planning for year-end 2020 and the year to come.
Join us for a webcast addressing key tax trends and revisions, potential implications for your financial institution, federal and state compliance and planning topics, and more.
Kristine Hoeflin, Partner, Moss Adams
Amy Jessup, Senior Manager, Moss Adams
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11.10.20 | 12:00 p.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Post-Election Economic Update: Recovering from COVID-19 Disruption
As the economy slowly begins to recover from the impacts of COVID-19 disruption, many financial institutions find themselves in uncharted operational and economic territory.
Join us for a webcast addressing the current state of the economy, the recent economic upturn, early indications of lasting changes, and longer-term issues resulting from COVID-19. Key topics we’ll cover include:
· Potential economic implications of the presidential election
· Paycheck Protection Program (PPP) and Main Street Lending Program complications
· Forbearance issues
· The probability of an extended period of low rates
John W. Mitchell, Economist, M&H Economic Consultants
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FEI LEARNING OPPORTUNITIES |
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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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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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