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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11.09.20
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
This program will present an overview of recent research into the key building blocks of economic security for women in families in Texas. The presentation will address how education, child care, health insurance, and housing work together to support working families and are key to economic strength of our communities and state.
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
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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 the Winter Social planned for February 2021 and the Spring Social planned for April 2021, 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.
Adam Tarnow, 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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10.29.20 | 4:30-5:50 p.m. (Central) | 1 CPE
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, Regional CFO, Dallas and Houston Divisions, 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
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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10.27.20 | 11:00 a.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. This is a live rebroadcast of the FEI San Antonio webinar on September 23, 2020.
Janice Flynn, CFO, H. E. Butt Foundation
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10.27.20 | 3:00 p.m. (Central) | 1 CPE | Presented by FEI Boston Chapter
WEBINAR
Managing Risk: Grit, Flex and Rebound with Juliette Kayyem
Some risks can be seen in advance and others can strike unexpectedly. Managing through requires a mix of grit and flexibility to ensure a successful rebound. Join FEI Boston for insights from noted security expert Juliette Kayyem, interviewed by Cliff Rust, CFO, Isabella Stewart Gardner Museum. Learn how successful leaders take definitive action, yet stand ready to adapt along the way, to ensure resilience and a successful rebound.
Juliette Kayyem, CEO, Grip Mobility | Former Homeland Security Department #2 Chief,
CNN Security Analyst, and Harvard Professor
Clifford Rust, Chief Financial & Administrative Officer, Isabella Steward Gardner Museum (moderator)
Registration for the virtual meeting is available to FEI members, open until 11:00 a.m. (Central) on 10.27.20
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10.27.20 | 4:30 p.m. (Central) | 1 CPE | Presented by FEI Central Pennsylvania Chapter
WEBINAR
Selfless Service
Attendees at this program will learn the difference between the common perception of service versus the pure meaning of true selfless service, exploring the three steps to selfless reinvention: Reinvention of Self, Reinvention of Culture, and Reinvention of Clients & Collaborators.
Jonathan Keyser, Founder, Keyser
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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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10.28.20 | 4:00 p.m. (Central) | 1 CPE | Presented by FEI Nashville Chapter
WEBINAR
Pro Sports Meets Pandemic: Fireside Chat with Ed Lang, CFO, New Orleans Saints and Pelicans
Ed Lang, SVP & CFO of the New Orleans Saints/New Orleans Pelicans, and a former member of FEI Nashville, will speak about the particular challenges presented at the intersection of professional sports and a global pandemic. Alice Jolla, Microsoft Chief Accounting Officer and an officer of FEI's Board of Directors (and an avid New Orleans Saints fan) will facilitate the conversation by asking Mr. Lang your questions - and undoubtedly a few of her own.
Ed Lang, Senior Vice President and Chief Financial Officer of the New Orleans Saints and New Orleans Pelicans
Alice Jolla, Chief Accounting Officer, Microsoft
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10.28.20 | 6:00 p.m. (Central) | Presented by D CEO
WEBINAR
Defining the Future of Oil & Gas: A Conversation with Industry Leaders
Join D CEO, energy experts, and oil and natural gas leaders for an exclusive networking event and panel conversations about how the industry is overcoming today’s challenges and shaping the future of American energy. Just six days before the election, our panelists will discuss energy policy, industry trends, and how Texas can lead the way to recovery. The high-level group of speakers includes:
Bryan Sheffield, Executive Chairman, Parsley Energy, Inc.
Jay Allison, Chairman & CEO, Comstock Resources
Joseph Wm. Foran, Chairman & CEO, Matador Resources Co.
Doug Dormer, Chairman & CEO, Cardinal Midstream
Todd Staples, President, Texas Oil & Gas Association
John Paul Merritt, Founder & CEO, Pony Oil
Bruce Bullock, Director, Maguire Energy Institute, SMU Cox School of Business
Bill Keffer, Director, Energy Law Programs, Texas Tech University School of Law
Paul Moorman, Managing Director, Stephens, Inc.
Will Maddox, Managing Editor, D CEO Magazine
FEI Dallas members should designate “FEI Dallas Chapter” as the Partner Organization Affiliation.
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10.29.20 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
How Tech Companies Can Evolve Their Workforce and Capital Strategies Amidst Covid-19
The technology industry has been impacted by COVID-19 vastly differently than most other industries. Rather than cost-cutting measures, many technology companies are focused on maintaining momentum and taking advantage of current and future opportunities for growth. To get there, tech companies need two things: an adaptive workforce and access to funding.
Patrick Bisceglia, Managing Director, BDO Capital Advisors, LLC
Aftab Jamil, Assurance Partner and Technology Industry Leader, BDO USA, LLP
Alex Lifson, Compensation & Benefits National Leader, BDO USA, LLP
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10.29.20 | 12:00 noon (Central) | Presented by BDO USA, LLP
WEBINAR
Private Equity – Virtual Valuation Panel Webinar
The impact of COVID-19 has had a widespread effect on all aspects of the economy. Private Equity is learning how to be successful in this challenging environment. When it comes to valuation, Private Equity firms will tackle a variety of challenges when they are re-considering comparable revenue, EBITDA ,and other valuation metrics. Private Equity is having to adapt to the new reality.
Salman Ali, Director, BDO USA, LLP (moderator)
Nevin Sanli, President, Sanli Pastore & Hill
Jack Isaacs, Managing Partner, Empower Growth Capital
Sylvia Blount, VP,Bardi Co.
Chrissa Qui, Managing Director, BDO Valuation
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11.04.20 | 9:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Europe, Middle East and Africa – Rethink-Transfer Pricing Perspectives from Around the World: Navigating Through Crisis and Complexities
As individuals and businesses cope with the converging effects of COVID-19 and its economic fallout, they must also rethink their strategies to prepare for and adapt to new global tax challenges. BDO’s transfer pricing webinar series will highlight timely updates with interactive discussions from our global transfer pricing leaders.
Paul Daly, Partner, Head of Transfer Pricing, BDO United Kingdom
Warren Novis. Head of Transfer Pricing, BDO Ireland
Sabine Sardou, Attorney at Law – Managing Partner, International Tax, BDO France
Marcus Stelloh, Director, Head of Transfer Pricing, BDO South Africa
Frederik Vinks, Partner, Transfer Pricing, BDO Netherlands
Richard Wellman, Partner, International Tax Services, Head of Russia Desk, BDO Germany
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11.09.20 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The Perfect Storm for Private Equity: Election, Economy and Year-End Tax Planning
The tax convergence will have a lasting impact on private equity. This webinar covers the opportunities and pitfalls associated with the “carried interest” rules under Section 1061, the application of Section 163(j) in tiered partnership structures, and the latest developments relating to the IRS’s plans for increased reporting and disclose of domestic and international activities.
Verenda Graham, Partner, Private Equity Tax National Leader, BDO USA, LLP
Jeff Bilsky, Partner, National Technical Practice Leader - Partnership Taxation, BDO USA, LLP
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11.09.20 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The Perfect Storm for Businesses: Election, Economy and Year-End Tax Planning
Get insights for businesses regarding important year-end tax planning strategies relevant to partnerships, C Corporations and S Corporations, including creative tax planning techniques designed to take advantage of relief provisions contained within the CARES Act and other governmental COVID-19 relief incentives.
Randy Schwartzman, Corporate Tax and Mergers and Acquisitions (M&A) National Technical Practice Leader, BDO USA, LLP
Kevin Anderson, Managing Director, National Tax Office, BDO USA, LLP
Joe Calianno, Tax Partner and International Technical Tax Practice Leader, National Tax Office, BDO USA, LLP
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11.10.20 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Asia Pacific: Rethink-Transfer Pricing Perspectives from Around the World: Navigating Through Crisis and Complexities
As individuals and businesses cope with the converging effects of COVID-19 and its economic fallout, they must also rethink their strategies to prepare for and adapt to new global tax challenges. BDO’s transfer pricing webinar series will highlight timely updates with interactive discussions from our global transfer pricing leaders.
Enoch Hsu, Director of Transfer Pricing, BDO Hong Kong
Michelle Mianova, Transfer Pricing Director, BDO Indonesia
Zara Ritchie, National Leader, Transfer Pricing Services, BDO Australia
Jiger Saiya, Partner and Leader, Tax & Regulatory Service, BDO India
Bernice Tan, Executive Director, Tax, BDO Malaysia
Elis Tan, Executive Director, Transfer Pricing, BDO Singapore
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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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11.13.20 | 9:30 a.m. (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
Elevating Your Data and Privacy Protection Knowledge in Today’s Environment – Part 2
Implementing a privacy program framework and managing an enterprise privacy program are covered in this course, including program operational lifecycles and guidance for structuring a knowledgeable, high-performing privacy team. Those taking this course will learn the skills, processes, and technologies needed to manage privacy in an organization—regardless of jurisdiction or industry.
Karen Schuler, Principal, Governance, Risk & Compliance National Practice Leader, BDO
Andrew Tobel, Experience Manager, Governance Risk & Compliance, BDO
Doug Foreman, Certification Director, IAPP | International Association of Privacy Professionals
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11.19.20-12.17.20 | 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.
11.19.20 | What’s Next with HIPAA
12.17.20 | What’s On Tap for 2021
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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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