North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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It is anticipated that In-Person + Virtual meetings will continue throughout the year. In-Person attendance is currently limited per the Governor's guidelines related to large gatherings in the COVID environment. Virtual attendance is not limited. Changes in format and attendance limitations will be considered as guidelines evolve. |
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10.12.20 | Registration for VIRTUAL meeting open through start of event
Monthly Chapter Meeting | IN PERSON & VIRTUAL
4:00-7:30 p.m. | 2.5 CPEs | Northwood Club
Important safety precautions are in place for the IN-PERSON portion of this meeting.
> Masks that cover the nose and mouth are required to enter the meeting and should be worn when not eating, drinking, or speaking at the podium.
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.
Part 1 - Private Equity Taxes: Structures, M&A and Executive Compensation
Discussion of various structures seen in the marketplace with an analysis of costs and benefits. Discussion will also cover how the structure impacts mergers and acquisitions over the life cycle of the portfolio company. Additionally, the new rules around Carried Interest will be covered as it impacts executive compensation.
Lori Mettille, Partner, Moss Adams
Harry Costin, Managing Director, Moss Adams
Todd Way, Partner, Vinson & Elkins
Part 2 – A Private Equity View of Portfolio Company CFOs
As Private Equity ownership continues to grow across all segments more CFOs find themselves working with Private Equity firms. This panel will provide insights from PE funds on what makes a win-win relationship between a Portfolio Company CFO and a fund. Additionally, we will address the potential conflicts that can arise while trying to balance PE and Board expectations while operating in an ever expanding reporting and compliance environment.
Kenny Wilks, Partner, Moss Adams (moderator)
Lou Grabowsky, Managing Partner, Juniper Capital
James Wang, Principal, Ara Partners
Jerry Dolinsky, Operating Executive, Marlin Equity Partners
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+
Robert Rough, Managing Director, Telos Capital Advisors
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
Registration deadlines:
Registration for the IN-PERSON meeting is closed.
Registration for the VIRTUAL meeting is open through the start of the event.
Regrets, the Grubhub meal credit for VIRTUAL attendees is no longer available.
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11.09.20 | SAVE THE DATE
Monthly Chapter Meeting | IN-PERSON & VIRTUAL
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
The Votes Are In: What the November 2020 Election Results Mean For Economic Policy, Healthcare, and Politics
Joe Vidulich, Senior Manager of Government Relations, Capital One
Den Bishop, President/Shareholder, Holmes Murphy
James Dickey, Former Chairman (June 2017-July 2020), The Republican Party of Texas
5:15-6:00 p.m. Networking Social
Economic Issues for Women in Texas 2020
Dena L. Jackson, Ph.D., Chief Operating Officer, Texas Women’s Foundation
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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10.27.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
How to Be an Engaging Job Candidate
A 2015 study by Microsoft determined the average attention span for an adult is around eight seconds. For context, that is roughly equal to the attention span of a goldfish. Eight seconds. That's how long you have to engage someone with your resume, on the phone, or during an interview. You have eight seconds to prove you are the best candidate for the job. Short attention spans have a profound impact on organizational life. Especially in the area of hiring. This class will give financial professionals new battle tactics for this new day. Learning to battle short attention spans allows professionals to stand out from the crowd and ultimately land the job they want. engagement during their job search.
AdamTarnow, Founder, Tarnow and Company
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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10.21.20 | 4:00-5:00 p.m. (Central) | 1 CPE
Real Estate CFO Series | VIRTUAL
Hospitality Industry Road to Recovery
Our panelist 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. Blake Rowling, President, TRT Holdings
T. Dupree Scovell, Managing Partner & 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
Registration open through start of meeting
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10.22.20 | 4:30-5:50 p.m. (Central) | 1 CPE
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
Registration open through start of meeting
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10.29.20 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Retail & Restaurant CFO Series | VIRTUAL
Lessons in Resilience and Adaptability
A panel discussion with three CFOs sharing their stories of survival in a world turned upside down by COVID-19. Regardless of classification as essential or non-essential, retail businesses have been forced to react and respond to a new set of business rules and changing consumer behavior. This program will explore how Financial Leaders are guiding their companies out of the immediate crisis and into the next normal.
Sean Shepard, Division CFO, The Kroger Co.
David Rutkowski, CFO, Golden Tree Restaurants
Laura Beverly, CFO, Half Price Books, Records, Magazines Inc.
Zak Everson, Partner, Baker Tilly
Nick Diaz, SVP, Commercial Banking Manager, Amegy Bank
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Retail & Restaurant sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
Registration open through start of meeting
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11.05.20 | 4:30-5:50 p.m. (Central) | 1 CPE
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
Registration open through start of meeting
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11.16.20 | 4:30-5:50 p.m. (Central) | 1 CPE
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
Registration open through start of meeting
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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.
10.14.20 | KPIs & Metrics that Matter for Financial Services Firms
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10.14.20 | 11:00 a.m. (Central) | Presented by BDO USA, LLP
WEBINAR
Microsoft Dynamics 365 Finance & Operations Production
Looking for a single ERP system to handle your financial and operational business needs? Considering an upgrade to your outdated technology systems? Wanting to know more about Microsoft 365 Finance & Operations, but aren't ready to talk with salespeople quite yet? BDO knows D365 F&O!
Angela Tornincasa, Director, Government Contracting, BDO USA, LLP
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10.14.20 | 12:00 noon (Central) | 1 CPE | Presented by FEI Houston Chapter
WEBINAR
Economic Update
Gus Faucher, Chief Economist at PNC Financial Services, will give views on where the economy is, how it got here through the pandemic, and where it is headed along with some election risks.
Augustine Faucher, Chief Economist, The PNC Financial Services Group
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10.14.20 | 12:00 noon (Central) | 1 CPE | Presented by FEI Connecticut/Westchester Chapter
WEBINAR
Returning to the Office in a COVID World
As our nation cautiously makes it way toward relaxing Covid-19 lockdowns, many of us are starting to envision a time when we can stop working from home and return to the office. Yet, in the absence of a vaccine, aspects of modern workplaces will have to change if employees are to safely return to their desks. Join us virtually on October 14th when our USI Insurance Services experts discuss exposure planning for companies and the risk factors involved.
John Klecha, President-USI Connecticut, USI Insurance Services
Chap McCulley, Vice President | ARM, USI Insurance Services
Larry Racioppo, SVP, Executive & Professional Risk Solutions, USI Insurance Services
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10.15.20-12.17.20 | 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.
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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10.15.20-10.22.20 | 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.
10.15.20 | Restaurant Crisis Recovery, Finding the Silver Lining
10.22.20 | Lodging Crisis Recovery, Finding the Silver Lining
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10.15.20 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
International Financial Reporting Standards (IFRS)
Quarterly Update – Q3 2020
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.
Andrew Moore, National Assurance Senior Manager, BDO USA, LLP
Nattaly Jeter, National Assurance Director, BDO USA, LLP
Wendy Hambleton, National Assurance Partner, BDO USA, LLP
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10.16.20 | 12:00 noon (Central) | 2 CPEs | Presented by BDO USA, LLP
WEBINAR
COVID-19 Accounting & Reporting Update
This course will review all the relevant PIH Notices starting in April through the current date regarding COVID-19 funding. We will discuss the eligible and ineligible costs that are permitted with the supplemental funds, review the new flexibilities and waivers HUD is providing to administer to the LIPH, CFP and HCV programs as well as accounting for FDS and other quarterly reporting requirements.
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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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10.28.20 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2020 Optimizing Operations Webinar Series:
5 Features of an Optimized Team
An efficient finance and accounting department can’t run without the right people in place. Learn how to build a powerhouse team and keep them.
Greg Gratteau, Managing Director, Business Services & Outsourcing, BDO USA, LLP
Michael Ward, Partner, Business Services & Outsourcing, BDO USA, LLP
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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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