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

The FEI Dallas Chapter membership directory is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and chapter sponsors. Each chapter member has a personal listing showing name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot. Member data is downloaded from the FEI member database.   DEADLINE EXTENDED Work & Contact Information | Review and update by September 30 FEI members should visit the chapter website by Thursday, September 30, to review and update your profile information. Log in using your FEI member credentials if you’re not already logged in, and click your name at the top of the page to go to your profile where you can view and update work and contact information, and other aspects of your FEI member record. Changes are reflected in both the chapter’s printed directory and the online member directory. Note: You can update your member record at any time; however, updates by September 20 will be reflected in this year’s printed membership directory. Headshots | Due by September 30 if you wish to add or replace your existing headshot Headshots are invaluable in connecting with your FEI colleagues. Headshots in last year’s directory will be pulled forward unless a replacement is sent. We do not download images from the FEI website as web images are not print quality. Low-resolution images like your LinkedIn headshot will not work for print publications. FEI members who wish to add or replace your existing headshot should send a high-resolution image formatted for print to Sharla Hibberd, sharla.hibberd@feidallas.org.

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 will be in person on 2nd Mondays at Northwood Club unless otherwise noted, starting with a Professional Development session followed by the Networking Social and Dinner Meeting. For the fall meetings (September-November) the two educational programs will be livestreamed via Zoom Webinar and eligible for CPE credit. Stay tuned for more information as plans for 2021-22 scheduling evolve.

10.11.21 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE Monthly Chapter Meeting | IN PERSON + Livestreamed Programs Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Programs will be livestreamed and eligible for CPE credit.    4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed Commercial Bankers Roundtable – A Retrospective & Prospective Look of Changing Relationships  A retrospective and prospective look at the impact of PPP and COVID-19 on loans, debt evaluation, and impact on banking relations. What bankers need from CFOs now. Dan Rosencrans | President, Dallas Bankers Club (moderator)          Rachel Capps | SVP, Commercial Banking Group, Capital One Bank Marc Farmer | SVP, Commercial Banking-Texas, UMB Bank David Nakhleh | VP & Relationship Manager, Corporate Banking, Bank of Texas   5:15-6:20 p.m. Networking Social | In Person Only 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE | In Person 7:00-8:00 p.m. Keynote Presentation | 1 CPE | Livestreamed  Workforce Solutions for Justice-Involved Emerging Adults Emerging adults, generally, have transition challenges. Those with criminal histories experience even more barriers to social mobility. Will these individuals be able to find livable wage employment, critical occupational skills, and housing? Yulise R. Waters, Esq. provides insight into the ConnectU2Jobs program, which provides justice-involved emerging adults with an earn to learn training program and employment opportunities. Yulise R. Waters, Esq. | Deputy Director, Lonestar Justice Alliance   Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation  Pre-registration at the FEI Dallas Chapter website required | Registration information pending

2021-22 FEI Dallas Chapter Monthly Meeting Schedule Monthly Chapter Meetings are held at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees.     2021 – Programs will be livestreamed and eligible for CPE credit September 13 October 11 November 8   2022 January 10 February 7 – First Monday March 14 April 11

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 has determined if their event will be virtual or in person, and CPE credit is offered for all programs.  JUNE 29 | UNIVERSITY OF DALLAS | VIRTUAL Thinking Strategically About Leading and Managing Remote Work in Financial Services Dale Fodness, Ph.D. | Associate Professor, Gupta College of Business View recorded program JULY 19 | UNIVERSITY OF NORTH TEXAS | VIRTUAL Managing Success – Mapping Strategy, Leadership, Culture and Control Systems Govind Iyerm, Ph.D. | Hershel Anderson Endowed Professor, G. Brint Ryan College of Business, University of North Texas View recorded program   SEPTEMBER 28 | THE UNIVERSITY OF TEXAS AT DALLAS | VIRTUAL Are Today’s Equity Markets Rational? – GameStop vs. Wall Street Panel discussion led by David Springate, Ph.D. | Finance Professor & Director, UT Dallas Center for Finance Strategy Innovation

09.28.21 | 7:30-9:30 a.m. (Central) | 2 CPEs FEI Dallas Chapter Summer Series | WEBINAR Are Today’s Equity Markets Rational? – GameStop vs. Wall Street Presented by The University of Texas at Dallas This meeting was originally scheduled to be in person but is now virtual. GameStop (GME), a Dallas-based company, was trading at $4/share 14 months ago. By last September it doubled, by December it doubled again, then during three weeks in January the share price exploded, peaking at $380. What does it mean when individual investors using social media platforms like Reddit produce a short squeeze that brings billion-dollar hedge funds to their knees? Many of us have wondered if patterns of personal investing have really changed. Was this just a joke done by a crowd of renegades? Or is this something we should pay attention to? There is more. What are the implications of the changed corporate financings, changed corporate valuations, and new marketing approaches we have seen as a result? Are there wider changes afoot than democratization given the rise of social media and information flows? What are financial actors like hedge funds, investment managers, wealth managers doing in response? Will there be regulatory changes? Could the emergence of consumer power in financial markets spread elsewhere? David Springate, Ph.D. | Finance Professor & Director, UT Dallas Center for Finance Strategy Innovation (moderator) Panelists: Dory Wiley | President & CEO, Commerce Street Holdings | Heads an investment bank and management company targeted at private equity and hedge funds Ron Nash | Principal, Nash Technology Group | A former technology executive with Fortune 500 companies, a former venture capital executive, and a former CEO or chairman of multiple IT companies Gil Sadka, Ph.D. | Associate Professor of Accounting, The University of Texas at Dallas | An expert in asset pricing and capital markets Elizabeth Jones | Associate Director, UT Dallas Center for Finance Strategy and Innovation   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 open until start of the event | Event details and registration

SPECIAL EVENTS

12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs | SAVE THE DATE Dallas Technology Breakfast 2021 | IN PERSON Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Sponsored by Grant Thornton LLP    Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation  Pre-registration at the FEI Dallas Chapter website required | Registration information pending

CAREER EVENTS

IMPORTANT CHANGES TO CAREER MANAGEMENT MEETINGS | Starting in August 2021, monthly Career Management meetings with FENG will be in person on the 3rd Tuesday of each month year-round. Meetings will be hosted by Bank of Texas at Sherry Lane Place in Dallas. in the ground floor conference room. Light food and drinks will be provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event.

10.29.21 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE Monthly Career Management Meeting with FENG | IN PERSON Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room Free parking if departing after 6:00 p.m.   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 for CPE eligibility | Registration information pending CPE credit available to FEI members

2021-22 FEI Dallas Career Management Monthly Meeting Schedule FEI Dallas Monthly Career Management Meetings will be held in association with The Financial Executives Networking Group (FENG).   2021 July 27 | 4th Tuesday | VIRTUAL August 17 | IN-PERSON SOCIAL September 21 October 19 November 16 December 21   2022 January 18 February 15 March 15 April 19 May 17 June 21

SPECIAL INTEREST GROUPS

For the 2021-22 year, SIG meetings in September will be virtual. Going forward, the SIGs may host in-person meetings which may be livestreamed for those who choose not to attend in person.

09.29.21 | 5:30-7:30 p.m. (Central)  Retail & Restaurant Special Interest Group  Networking Happy Hour | IN PERSON Katy Trail Ice House Outpost, 4700 W. Park Blvd., Plano, TX 75093   Open to FEI Dallas Chapter members, and non-members with financial or executive roles in the Retail & Restaurant sector RSVP to Eric Holleman by 09.28.21 | eholleman@conexussg.com

09.30.21 | 4:30-5:50 p.m. (Central) | 1 CPE Healthcare CFO Series | VIRTUAL No Surprises Act – Federal Outlook for Surprise Billing As surprise bills increase in both frequency and dollar amount, balance billing has become a top healthcare priority.  Attendees will gain an understanding of The No Surprises Act, current legislations around balance billing, protections against balance billing and No Surprises Act Implementation.  Jospeh Mercer | Vice President, Marwood Group                                                          Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

10.06.21 | 4:30-5:50 p.m. (Central) | 1 CPE Technology CFO Series | VIRTUAL Combating the War on Talent and Returning to the Office This program will address how employers are handling the shortage of qualified workers at all skill levels and dealing with desire of much of the workforce to remain remote. A panel of C-level executives from various tech companies will share their strategies.  Felicia Taylor | CHRO, Trintech David Wagner | CEO, Zix Omar Choucair | CFO, Trintech Stacy A. Murrray | CAO, Blucora   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

PARTNER EVENTS

09.28.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 Internal Audit Webinar Series: Gen Z Talent Development - How to Attract, Develop, & Retain Top Professionals Gen Z’ers, those born between 1997-2012, are making decisions and relating to institutions in a highly analytical and pragmatic way. It’s easy to understand the technical skills required for our internal audit teams, but understanding core characteristics and how best to work with Gen Z can make us more successful. This session will take a deeper dive into general Gen Z values and beliefs about stability, diversity, work-life blend, independence, digital access and more. Janet Smith | Managing Director, Risk Advisory Services, BDO USA, LLP Dawn Williford | Partner, Risk Advisory Services, BDO USA, LLP Greg Gratteau | Managing Director, Business Services & Outsourcing, BDO USA, LLP Event details and registration

09.30.21-10.07.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams WEBINAR SERIES E-commerce Webcast Series Join Moss Adams for their e-commerce webcast series, designed to help you reach your market effectively and efficiently, while navigating through operational challenges. These sessions feature case studies from e-commerce companies and leading subject matter experts who will provide updates on current developments impacting the industry and other topics e-commerce companies needs to know in order to thrive.   08.03.21 | Make the Most out of Your Liquidity Event 08.25.21 | Increase Your E-commerce Company’s Capability for Growth 09.09.21 | Close Deals and Position Your E-commerce Company for Success 09.30.21 | Cybersecurity Best Practices for E-commerce Businesses 10.07.21 | E-commerce: Tap into the Potential of Your Data Event details and registration | Past webinars are recorded for on-demand viewing

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

10.05.21-10.27.21 | Presented by Moss Adams ONLINE CONFERENCE 2021 Building Opportunities Conference Join Moss Adams for our 2021 Building Opportunity Conference for insight into trends and opportunities shaping the future of the built world. While the COVID-19 pandemic has had far reaching implications for individuals and companies alike, it has also ushered in the opportunity to rethink the way we do business. Our multiday virtual conference will cover how organizations can prepare for the future, seize new opportunities, and innovate to build back better. Explore the latest developments expected to impact the industry and economy and listen to thought-provoking panels featuring industry leaders who are introducing a new era of innovation to the built world. 10.05.21 | Keynote Session: The 2030 Opportunity 10.14.21 | Economic Update: Post-Stimulus Outlook 10.19.21 | Trends in Environmental, Social, and Governance Programs 10.20.21 | Commercial Real Estate Economic Update 10.27.21 | How Technology Advances Affect the Built World Event details and registration | Conference attendance is complimentary.

10.05.21 | 12:00 noon (Central) | 1.5 CPE | Presented by BDO USA, LLP WEBINAR BDO’s Healthcare Hot Topics Webinar Series: October 2021 BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Event details and registration

10.06.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Mitigate Cyber-Risk for Your Financial Institution As the cyber-risk landscape evolves and more employees work remote, new challenges are impacting the financial industry. Cyberthreats and vulnerabilities are more prevalent than ever, and every institution is at risk. Join us for our webcast to explore challenges financial institutions face as they navigate strategies to protect data and mitigate cyber-risks. Topics we’ll address include: – Changes in governance – Impact of the new normal on the maturity assessment – Management of people and technology deployment – Employee isolation and the psychological impact of the work-from-home environment Craig Sanders | Partner, Moss Adams Chris Wetzel CBAP, CISA | Director, Moss Adams Event details and registration

10.07.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams WEBINAR E-Commerce: Tap into the Potential of Your Data Tapping into the potential of your data can deliver major value, but without specialized technology and forecasting tools, you could be missing out on important insights. Join us for our webcast to learn how you can potentially save time and money by transforming spreadsheet-based processes into an automated, streamlined set of dashboards and reporting tools. We’ll also cover the following topics: – Data-driven decision making – Key performance indicator (KPI) monitoring – Automation of reporting processes Loren Den Herder | Managing Director, Moss Adams Tommy Hiscocks, CPA | Senior Manager, Moss Adams Matt McKittrick, CEP, CISA | Managing Director, Moss Adams Event details and registration

10.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Quarterly Technical Update – Q3 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q3 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

10.20.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Commercial Real Estate Economic Update Join Moss Adams for a discussion on the commercial real estate economic outlook as businesses and consumers continue to adapt to and counter the COVID-19 pandemic. We’ll examine the impact on capital markets and commercial real estate for the next year and beyond. This discussion will cover critical issues affecting your business, including economic and big-picture macro trends and provide insight into the following developing topics: – Capital market updates – Operational and financial concerns – Outlooks based on real estate type – Updates on real-time data that address the COVID-19 pandemic and economic recovery – Changing policies that could affect your real estate company Ken Rosen | Chairman, Rosen Consulting Group Event details and registration

10.20.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Q3 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

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

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.