North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
MONTHLY CHAPTER MEETINGS
Current planning for 2020-21 is that the September meeting will be virtual, but structured closer to a typical in‑person meeting to include a professional development session, business meeting, and keynote presentation. CPE credit will be available subject to attendance criteria. We will continue to work toward the goal of in-person meetings as guidelines surrounding COVID evolve.
09.14.20
Monthly Chapter Meeting | WEBINAR
3:30-6:00 p.m. | 2.5 CPEs

3:30-4:45 p.m. Professional Development Session | 1.5 CPEs
Robotic Process Automation and Artificial Intelligence: Automating Critical Tasks, In Critical Times, While Staying Ahead
RPA and IA are available to be leveraged to start your digital transformation journey. Yet, it’s risk vs. reward when it comes to these technologies. While the benefits are significant, organizations must remain accountable for the actions of their RPA or AI-driven systems or risk potentially significant damage. Beyond bottom lines and financial or legal implications, improving AI for the greater good – setting higher standards, building in ethical and empathetic considerations and transparency, and eliminating bias – is the right thing to do. The panelists will cover digital transformation in terms of the change management and skill sets required, real-life case studies of these technologies being used in practice, audit and financial reporting war stories of what can go wrong, how COVID-19 has altered the trajectory for RPA and AI adoption, and finally what are the considerations for the near future where AI capabilities start surpassing human intelligence. 
Rauli Garcia, VP Strategic Marketing, Sage Intaact   
Warwick Leitch, VP North America, Calumo Software  
Elizabeth Pospick, Director-Business Advisory Services, Baker Tilly
Kory Farooquie, CEO, iNVATERRA

4:45-5:00 p.m. Business Meeting
5:00-6:00 p.m. Keynote Presentation | 1 CPE 
Pivoting in Response to the Pandemic: Dallas-Based Alto Takes Ridesharing to New Heights
Alto is a Dallas-based ridesharing company with a business model built on three tenets: safety, cleanliness, and consistency. Because Alto owns and manages its own fleet of SUVs, the company was able to quickly update safety measures for drivers and passengers when COVID-19 hit, retrofit their vehicles, and create unique business lines including corporate courier services, Concierge for restaurant delivery, and The Market by Alto for curated gifts and specialties, which have sustained the company when rides dropped 90% in the spring due to the pandemic. CEO Will Coleman will discuss his company’s founding, mission, operations, and plans for expansion within the COVID environment.
Will Coleman, Founder & CEO, Alto

Open to FEI Dallas Chapter members and sponsors, members of other FEI chapters, prospective members and other non-members by invitation. Pre-registration at the FEI Dallas Chapter website is required for all attendees.
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
DALLAS CHAPTER LIVE WEBINARS
This year, the chapter is adding webinars presented by chapter sponsors for the benefit of our members and to feature our sponsors and their services. This opportunity is available to all Dallas Chapter sponsors and we hope to schedule 2-3 per month. Debra Wood, Chapter Secretary, will be the point of contact in coordinating these events. For more information or to discuss a webinar idea, contact Debbie at debwood4570@gmail.com.
08.27.20 | 3:30-5:00 p.m. (Central) | 1.5 CPEs
FEI Dallas Chapter Summer Series | WEBINAR
Lessons in Courage and Sound Judgment from the Rise and Fall of Theranos
Presented by the University of Dallas Gupta College of Business
Drawing from John Carreyrou’s account of the rise and fall of Theranos in Bad Blood: Secrets and Lies in a Silicon Valley Startup, John Kaisersatt (FBFK & University of Dallas) and Brent McDaniel (KPMG) will help the audience explore practical ethical lessons for courage and sound judgment in our decision making and action... lessons we can apply in both the ordinary and the extraordinary decisions and responsibilities in our professional life. The program will explore questions and answers like: What are the habits of mind and character we need for practical wisdom? How do we develop the strengths we need? What are the hidden pitfalls that can undermine our judgment and courage? How can we learn to navigate tough decisions and know when to say “no” and when to say “go”?
John Kaisersatt, Attorney, Ferguson Braswell Fraser Kubasta, P.C., 
     and Adjunct Faculty, University of Dallas
Brent D. McDaniel, Managing Director, KPMG LLP
Elizabeth French Pospick, Director, Baker Tilly

Open to FEI Dallas Chapter members and sponsors, members of other FEI chapters, and non-members by invitation. Pre-registration at the FEI Dallas Chapter website is required for all attendees.
08.31.20 | 3:00-4:00 p.m. (Central) | 1 CPE
FEI Dallas Chapter Summer Series | WEBINAR
COVID-19 Related Impacts to Financial Markets
Presented by the University of North Texas
This program will outline several key governance and strategy considerations when dealing with providers of capital and market regulators in the COVID environment; highlight key actions of the Federal Reserve and Treasury in response to COVID and discuss how they are influencing the interest rate environment and cost of capital; and focus on key players in the market for private capital and what strategies different types of investors (including institutional investors, family offices, and corporate venture arms) are undertaking in the COVID environment. 
Stuart Gillan, Professor of Finance & Chair, G. Brint Ryan College of Business, UNT
Meredith Rhodes, Assistant Professor of Finance, G. Brint Ryan College of Business, UNT
Jon McCarry, Senior Director, Murphy Center for Entrepreneurship, G. Brint Ryan College of Business UNT; and Managing Director, New York-based OmniCap, LLC

Open to FEI Dallas Chapter members and sponsors, members of other FEI chapters, and non-members by invitation. Pre-registration at the FEI Dallas Chapter website is required for all attendees.
SPECIAL EVENTS
This in-person event is pending relaxation of current social distancing guidelines.
10.26.20 | Rescheduled from April | SAVE THE DATE
FEI Dallas Chapter Golf Tournament & Wine Tasting 2020
The Clubs of Prestonwood – Creek Course & Clubhouse
CAREER EVENTS
Virtual events will continue for the foreseeable future. CPE credit will be available subject to attendance criteria.
08.25.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
A Non-Contact Discussion About the Pros/Cons of Project Consulting
This program is presented by two executives who have based their careers on placing accounting and financial professionals on an interim, contract, and project basis in North Texas, regionally, and on a national basis. These two are company leaders – one a company Founder and one a working Partner in two Dallas based professional service companies.  They are going to help the audience understand (1) the benefits of doing project work; (2) how to locate and price project and interim services; (3) what companies are looking for when they need a financial professional for a project; (4) how best to work with a project company; and (5) how best to project a professional image and approach at companies that use these services.
Ben J. Pinto, Jr., CPA, Partner & Director, Contract Services Division, Thomas, Edwards Group
Helen Dickey, Founder & Partner, Harris & Dickey LLC

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 is required for all attendees.
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
SPECIAL INTEREST GROUPS
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.
PARTNER EVENTS
08.26.20 | 12:15 p.m. (Central) | Presented by the University of Dallas
WEBINAR
UD Leadership Lab: Strategic Thinking and Storytelling as a Leader 
This talk will showcase leadership excellence in the form of strategic thinking and storytelling as a leader as taught through the Master of Leadership graduate program. The session will begin at 12:15 p.m. with computer/mobile entry at 12:00 noon.
Dr. Brett Bourbon of the Braniff Graduate School of Liberal Arts
Event details and registration | Available to the first 100 registrants
08.27.20 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
How Manufacturers Can Navigate Recession in an Industry 4.0 World
Although COVID-19 remains a threat to our nation’s health and economy, many manufacturers have mitigated the virus’ immediate impacts and shifted attention to navigating what comes next. .
Eskander Yavar, Principal and National Leader, Management Advisory Services and National Manufacturing Practice Leader, BDO USA, LLP
Barb Derus, Transfer Pricing – Managing Partner, Central & SE Regions, BDO USA, LLP
Jeff Pratt, Supply Chain Practice Lead, Managing Director, BDO USA, LLP
Gregory Gratteau, BSO HCM Managing Director, BDO USA, LLP
08.28.20 | 9:00 a.m. (Central) | 1.5 CPEs | Presented by FEI San Antonio Chapter
WEBINAR
CARES Act Overview & An Introduction to Blockchain & Cryptocurrency
CARES ACT Overview
Employee Retention Credit – complexity and challenges
Payroll tax deferral for employers
State unemployment claims considerations – today and long-term
Paid leave credits under the FFCRA
New potential legislation on the horizon – is it here yet?
An Introduction to Blockchain & Cryptocurrency
What is Blockchain and Cryptocurrency? - Key Concepts and Terminology
How does it work? - Blockchain simplified
Featured Speakers
David Janes, Principal, EY Business Consulting – Technology Risk
Devin Cope, Manager, EY Business Consulting – Technology Risk
Dave Manges, Senior Manager, EY Indirect Tax – National Tax Division West Region
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
Academic Partners
Communications Sponsors
Membership Information