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. Please note schedule change: monthly meetings in 2021 will be on 2nd Tuesdays.
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01.12.21 | SAVE THE DATE | Date change to 2nd Tuesdays in 2021
Monthly Chapter Meeting | IN-PERSON & VIRTUAL
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
How to Join a Corporate Board and Become an Effective Director
Corporate boards can be conservative and clubby institutions. Yet many senior financial leaders desire and are qualified to join a board. So how can you make the leap from an effective executive to joining a corporate board? Why would you want to? And once you do, how do you know you are doing it right. Hear from our distinguished panelists on how they navigated that chasm.
Amy Rojik, National Partner, Governance & External Communications, BDO (moderator)
Renée Arrington, President & COO, Pearson Partners International
Dr. Patricia Connolly, CEO, SMC Squared
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
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 - Date change to 2nd Tuesdays
January 12
February 9
March 9
April 13
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Due to continued social distancing restrictions, the Winter Social typically held in person in late February has been postponed to a later date which is yet to be determined. In its place we are organizing a Virtual Wine Tasting on Friday, February 26 – please Save the Date! The 2021 Spring Social: Golf Tournament & Wine Tasting is planned for April 26 at Prestonwood Country Club. Further details will be published as they become available. |
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Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.
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12.15.20 | 6:00-8:00 p.m. (Central) | Date change to the 3rd Tuesday due to the holidays
Career Management Holiday Networking Happy Hour | VIRTUAL
Perfect Pairings Social with DFW FENG: Wine + Dine + Social
The FEI/FENG Career Management meeting in December is the annual Holiday Happy Hour on the third Tuesday instead of the fourth due to the holidays. This year is special, a ZOOM Networking Happy Hour with wine, cheese and charcuterie pairings by Central Market. Participants will break out into rooms to network while tasting, with a random shuffle to a different room for each wine. The cost is $35 per participant with FEI underwriting the majority of the expense. This covers three full bottles of quality wine, assorted cheeses, meats, nuts and fruits, enough for several people. We encourage participants to invite their significant others or to have friends over to enjoy the occasion while safely distancing. We want this to be FUN along with the networking!
This “invitation only” event is open to FEI Dallas Chapter members in the In-Transition Membership Category and members of DFW FENG.
Registration is closed for this event. If you are signed up, don’t forget to pick up your Wine Bag at the Cooking School at your designated Central Market location from 3:00-7:00 p.m. on Monday. More details and the Zoom link are available in the event confirmation you received after registering at the FEI Dallas website.
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01.26.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
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 | Registration information pending
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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For 2021, the Special Interest Groups will host one virtual event per group during winter. If the Dallas Chapter is holding in-person meetings by spring, the SIGs will host in-person events which will be simultaneously streamed for people who choose not to attend in person. CPE credit will be available subject to attendance criteria. Networking activities will be conducted before the meetings via Zoom breakout rooms. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology. |
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12.15.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Evolving Provider Relief Fund Reporting & Audit Requirements
COVID-19 has had a significant financial impact on health care providers—and the Provider Relief Fund (PRF) has helped providers weather the storm. That said, the guidance surrounding the PRF has changed significantly and multiple times since the beginning of the pandemic, leaving many organizations to question whether they will be able to retain the awards, and how they will be required to report to federal agencies. Recipients will need to prepare for the upcoming reporting and potential audit requirements related to these funds.
Join us to learn current information about the PRF reporting process and audit requirements as well as best practices on how to account for and track these funds in preparation. Additionally, we’ll discuss the unknowns and clarifications to look for in future guidance.
Aparna Venkateswaran, Senior Manager, Health Care Practice, Moss Adams
Melaney Scott, CIA, CHC, Senior Manager, Health Care Consulting Group, Moss Adams
Georgia Green, MS, CHFP, Manager, Health Care Consulting Group, Moss Adams
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12.15.20 | 11:00 a.m. (Central) | 1 CPE | Presented by FEI Central PA Chapter
WEBINAR
Finance Transformation – Practical Steps to Drive Improvements
The pressures of the pandemic have heightened interest in driving efficiency in accounting operations, while placing increased demand on the finance function to provide insights into the business. We'll explore practical and pragmatic steps that organizations can take today to address these demands. In this session, we will:
· Define finance transformation
· Discuss the interrelationship of process, technology, and organization/people in driving change
· Explore how enabling technologies can support change efforts
Andy Jones, VP, Advisory & Project Services, RGP
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12.15.20 | 1:00 p.m. (Central) | Presented by FEI San Antonio Chapter
WEBINAR
Annual Economic Update
With the new year around the corner, this program will cover economic indicators and key 2021 themes.
John Shin, Senior G10 FX Strategist, Bank of America Merrill Lynch Global Research
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12.16.20 | Presented by Moss Adams
VIRTUAL SERIES
Value Creation Webcast Series
When faced with an uncertain environment, one of the best steps you can take is proactive planning for both the short and long term. This series of webcasts is designed to help your company do just that. We’ll provide tools and guidance to help you navigate growth and profitability challenges industry brought on by COVID-19 and prepare for recovery.
12.16.20 | Preparing Your Company for Acquisition | Register
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12.16.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Preparing Your Company for Acquisition
This webcast is designed to help organizations find answers to questions that commonly arise when a company is faced with a potential acquisition. These include:
· What is my company worth?
· What can be done to influence the value of my company?
· How much money do I need from the sale of my company?
· When should I start planning to sell my company?
· What if I receive an unsolicited offer for my company?
Rich Anderson, Partner, Moss Adams
Ferey Faridian, Managing Director, Newport
Michael Evans, Managing Director, Newport
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12.16.20 | 11:00 a.m. (Central) | 1 CPE | Presented by FEI Central PA Chapter
WEBINAR
Business Agility and Agile Audit
Google search for Business Agility results in over 2.9M items. Agility and resiliency is at top of mind for everyone during these challenging times. Using the Agile Audit as the perfect example, we will explain business agility and how to apply the Agile principles and technology enablers to transform departments and teams into value creation centers. In this session, we will:
· Explain business agility
· Share Agile Audit transformation approaches
· Discuss technology enablers for optimization and agility
Ian Burnette, VP, Internal Audit and Compliance, RGP
Kristen Darby, Agility, Strategy, and Innovation Executive, RGP
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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.
12.17.20 | What’s On Tap for 2021
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01.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q4 2020 Quarterly Technical Update
Presented as part of BDO’s 2020 Quarterly Technical Update Webinar Series, the "Quarterly Technical Update – Q4 2020" 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. Specifically, the program will discuss developments that occurred during the fourth quarter of 2020 with respect to various topics in accounting and financial reporting.
Adam Brown, National Assurance Managing Partner, BDO USA, LLP
Paula Hamric, National Assurance Partner, BDO USA, LLP
Brandon Landas, National Assurance Partner, BDO USA, LLP
Amy Rojik, National Assurance Partner, BDO USA, LLP
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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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