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

The FEI Dallas Chapter printed membership directory will be distributed in November and early December. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing displaying information from their FEI member record: name, company, job title, preferred address, phone number, email address, and LinkedIn address, and a headshot.    FEI Online Member Directory FEI members also have 24/7 access to FEI’s online membership directory. Links to the online directory are available at the FEI website, the Dallas Chapter website, and at the top of our newsletters and weekly Upcoming Events emails like this one. FEI member login required.

FEATURED EVENT

12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs Technology Breakfast 2021 | IN PERSON Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Sponsored by Grant Thornton LLP  The Anatomy of a Breach  Cybersecurity events have become commonplace within corporate America. Indeed, these events are so common that they have altered the landscape in several fundamental ways. Please join us for an in-depth discussion about how these events have changed the nature of enterprise risk management, compliance and legal risk management, insurance coverage, and technology investments.    Get Your Cyber House In Order ■   Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton   Cybersecurity Best Practices ■   Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton ■   Peter Vogel | Of Counsel, Foley & Lardner ■   David Parker | Principal | XLP-Executive & Professional Liability, MarshMcLennan Agency   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 |  Event details and registration

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. They start with a Professional Development session followed by a Networking Social and Dinner Meeting with the Keynote presentation. There is no monthly meeting in December.

01.10.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE Monthly Chapter Meeting | IN PERSON Northwood Club, 6524 Alpha Rd., Dallas, TX 75240   4:00-5:15 p.m. Professional Development Session | 1.5 CPEs 5:15-6:20 p.m. Networking Social 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE Marc P. Giannoni, SVP & Director of Research, Dallas Fed    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

CAREER EVENTS

Monthly Career Management meetings with FENG are in person on the 3rd Tuesday of each month year-round. Unless otherwise noted, meetings are hosted by Bank of Texas at Sherry Lane Place in Dallas in the ground floor conference room. Light food and drinks are provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event.

11.16.21 | 5:30-8:00 p.m. (Central) | 1.5 CPEs  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. What’s New in Today’s Job Market and What Hiring Managers and Candidates Should Do to Adapt Anyone who has turned on a TV, radio or read a newspaper is aware that we are experiencing one of the largest changes in the job market and labor force since the end of World War II. Explanation of these changes varies widely with experts providing multiple and diverse explanations of our current labor shortage.  Tony Beshara and Rich Lavinski will discuss what they see as some of the root causes of the labor shortage and how both hiring managers and job-seeking candidates should adapt to the new hiring and job environment. Hiring managers will learn how to adjust their methods of attracting and retaining talent in this difficult market. Job-seeking candidates will learn how to optimize their interviews and career opportunities amid today’s new hiring protocols. Rich Lavinski, CPA | Co-Founder, East 57th Partners Tony Beshara, Ph.D. | CEO, Babich & Associates   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 | Event details and registration

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 | SOCIAL September 21 October 19 November 16 December 21 | SOCIAL   2022 January 18 February 15 March 15 April 19 May 17 June 21

PARTNER EVENTS

11.15.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR Housing Choice Voucher (HCV) Financials for Non-Financial Managers This is a great session for staff that are in the Executive Office or part of HCV Operations that need an understanding of the financial concepts for the HCV program. This webinar is also excellent to any new accounting staff or accounting staff that need a refresher of the financial basics. We will be discussing how RNP, UNP will be calculated. Event details and registration | Cost $149

11.16.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR How to Leverage Data and AI in the Manufacturing Industry BDO Digital will discuss what they are seeing and advising those in the manufacturing industry around advanced data analytics and artificial intelligence (AI). Maurice Liddell | Principal, Manufacturing Industry National Leader, BDO Digital, LLC Rob Wellen | National Data Analytics & AI Market Leader, BDO Digital, LLC Event details and registration

11.16.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR Voucher Management System, RNP Reconciliation & Updates Webinar This live session will review the requirements for the submission of the VMS. It will discuss the reporting of HAP expenses for each category, unit month reporting and other required fields that must be reported monthly. The materials will include how the calculate RNP for VMS reporting and FDS reporting to avoid FDS rejections and maintain the integrity of reporting RNP on the VMS. This session will also include the latest changes in the VMS User’s Manual. Event details and registration | Cost $149

11.17.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR Understanding HUD’s Two-Year Tool HUD’s Two-Year Tool (TYT) is a very important solution to assist in managing your PHA’s Housing Choice Voucher Program. This tool will help project annual leasing, maximize administrative fees, monitor reserve levels (HHR, RNP) and project future HAP funding. Event details and registration | Cost $149

11.18.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR Financial Background of CFP Accounting This course discusses the basics of budgeting, accounting and reporting for the Capital Fund. The session will explain obligation and expenditures deadlines and provide guidance on eligible and ineligible costs. The accounting entries for the CFP grant will be explained including the use of contra-accounts. Event details and registration | Cost $149

11.18.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 Year-End Planning Tips for Your Dealership Although many dealerships have seen record profits in 2021, the continued supply chain issues have quickly shifted the narrative. The current economic uncertainties coupled with looming changes to the tax landscape have dealers questioning how to maximize tax benefits under the current law while planning for what may be coming next. Kristin LeBlanc | Tax Managing Director, BDO USA, LLP Mark Fenaughty | Tax Partner, BDO USA, LLP Event details and registration | Cost $149

11.19.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR The Basics of the Public Housing Assessment System (PHAS) HUD's Real Estate Assessment Center effectively and fairly measures the performance of a public housing agency (PHA) using the PHAS. PHAS consists of four indicators and their related sub-indicators. This live webinar will discuss the all the indicators and sub-indicators, scoring methodologies, designations and tips to increase scoring. Event details and registration | Cost $149

11.19.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR An Economist’s Take on the U.S. Real Estate Industry In early 2021, predictions were made about a how the economy would recover. Please join us for a webinar with BDO Real Estate Leaders and an economist as they discuss the latest trends in the real estate industry around the recovery of the economy. Kristi Gibson | Real Estate and Construction Practice Co-Leader, BDO USA, LLP Dr. Mark G. Dotzour | Real Estate Economist  Event details and registration

11.30.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Preparing for Schedule K-2/K-3 International Reporting The IRS is focused on significantly increasing its partnership exam activity and has been steadily increasing the extent of partnership and partner reporting requirements. New Schedules K-2 and K-3 represent a continued focus by the IRS on expanding partnership reporting. During this session, the panelists will provide an overview of the new schedules, the information to be reported, and potential risks associated with failing to accurately and completely report the required information. Jeff Bilsky | National Technical Practice Leader, Partnership Taxation, BDO USA, LLP Ben Vesely | Principal, International Tax Services, BDO USA, LLP Neal Weber | Tax Managing Director, Partnership Taxation, BDO USA, LLP Event details and registration

11.30.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   Business Combinations in a Banking Context The session will explore the accounting, tax and valuation issues surrounding business combinations within the financial services sector. Terry Lamantia | Account Executive and Tax Partner, Mitchell Titus (moderator) Frederick E. Davis Jr. | Partner and Tax Services Leader, Mitchell Titus Evlon Charles | Valuation & Business Analytics Director, BDO USA, LLP Phillip Hyatt | Assurance Partner, BDO USA, LLP Event details and registration

11.30.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   2021 Internal Audit Webinar Series: Back to Basics: Building Blocks to Mitigate Risk and IA’s Role in Evaluating Segregation of Duties Segregation of Duties (SODcontrol) is a fundamental element of internal . The underlying idea is that no single employee – or group of employees - should be in a position to conceal errors or perpetuate fraud in the normal course of their duties. With changing business processes and an increased reliance on information technology, it is important for internal audit teams to understand SOD and the role they can play in helping companies maintain proper and efficient SOD. Bill Dawson | Partner, Risk Advisory Services, BDO USA, LLP Jen McCloskey | Director, Risk Advisory Services, BDO USA, LLP Trish Tulenko | Senior Manager, Risk Advisory Services, BDO USA, LLP Event details and registration

11.30.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   2021 Optimizing Operations Webinar Series:  Setting Operations to Thrive With widespread vaccination and nearing the end of 2021, more CEOs and CFOs are focusing to evolve their business strategy as the economy "normalizes." Dan Ollis | President, Vibe Coffee  Eric Mollman | Former CFO, Help at Home Greg Lavin | CFO, Myonex  Brian Black | Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator) Event details and registration

12.08.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR                                                                               Fall Not-For-Profit Tax Update Join us for our webcast exploring important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations. We’ll address the changing tax landscape and provide insight into COVID-19 relief initiatives, as well as the following topics: – Potential changes under President Biden’s administration – Congressional guidance – Recent tax rulings and updates – Proposed changes to donor advised funds Pamela Alexanderson | Director, Moss Adams Jane Coleman | Senior Manager, Moss Adams 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

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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.