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

SUMMER PROFESSIONAL DEVELOPMENT SERIES

A very exciting Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, and The University of Texas at Dallas. We are so grateful for their participation and contributions to FEI Dallas. Each university will determine if their event will be virtual or in person, and CPE credit will be offered for all programs.  OPEN FOR REGISTRATION JUNE 29 | 4:00-5:30 p.m. | 1.5 CPEs | VIRTUAL University of Dallas | “Thinking Strategically About Leading and Managing Remote Work in Financial Services” | Dale Fodness, Ph.D., Associate Professor, Gupta College of Business   SAVE THE DATES! JULY | University of North Texas  SEPTEMBER | The University of Texas at Dallas

06.29.21 | 4:00-5:30 p.m. (Central) | 1.5 CPEs FEI Dallas Chapter Summer Series | WEBINAR Thinking Strategically About Leading and Managing Remote Work in Financial Services Presented by the University of Dallas Gupta College of Business The time is now to reflect on what was learned and what the role of remote work can and should be in the future of financial services. Dale will share key insights from his research and discussions with colleagues and clients on working remotely (both before and during the Pandemic) in finance and other industries. These will form the basis for a discussion of considerations for remote work strategy and tactics. Dale Fodness, Ph.D., Associate Professor, Gupta College of Business   Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation. Pre-registration at the FEI Dallas Chapter website required | Event details & registration CPE credit available to all attendees

MONTHLY CHAPTER MEETINGS

Monthly chapter meetings have concluded for 2020-21 and will resume in September 2021 for the 2021-22 meeting year. Stay tuned for more information about in person, virtual and hybrid meetings, and whether or not the chapter will return to our regular 2nd Monday meeting dates.

CAREER EVENTS

Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.

06.22.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs Monthly Career Management Meeting with FENG | WEBINAR The Art of HelloTM: Professional Branding Be Remembered in a Noisy WorldTM As professionals we all deserve to be known for our achievements, and to be understood for our value proposition. This is particularly true as we seek a new normal during the outbreak and in the aftermath of COVID-19.     Often called personal branding, the core is introducing yourself to people in a way that the listener understands the essence of your professional life. Once scripted and perfected, your branded introduction is a durable asset. It will serve as your networking introduction, as your LinkedIn profile summary, the opening to your bio, as the professional summary of your resume, and for internal meetings with new partners or executives. It is useful for emerging professionals, for senior leaders, for business owners, for those seeking positions on boards, and job seekers.    A well-conceived professional brand introduction is the old-fashioned elevator pitch polished up to a professional level with a memorable impact. It differentiates you from others. So simple to recognize when done well, and so hard to make one your own. Paula provides the background, tips and rules and a three-step method that results in you having a professional brand introduction of your own to use, that day. It’s called The Art of Hello. Paula Calise, The Art of Hello: Personal Branding   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 | Event details & registration CPE credit available to 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

For the remainder of the 2020-21 year, if the Dallas Chapter hosts in-person meetings by spring, the SIGs may 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.

PARTNER EVENTS

06.22.21 | 10:00 a.m. – 12:30 p.m. (Central) | Presented by Sage Intacct  WEBINAR           Nonprofit Finance Leaders Forum The nonprofit sector is looking to the future. As a finance leader, do you have the tools you need to be future-focused and accelerate your mission? In this one-day, complimentary virtual event, we will bring together technology and finance leaders across the nonprofit sector, including a keynote from Philanthropic Futurist, Trista Harris. These experts will share strategies for gaining visibility and insight into your organization’s financials, using technology to drive innovation, and insights into what the future holds for nonprofit financial management. Event details and registration

06.22.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 Internal Audit Webinar Series: Internal Audit and IT Audit’s Role in Digital Transformation As companies are shifting from manual to systematic, automated processes, there are a myriad of considerations those in the internal audit and IT audit functions should be aware. In this session, we’ll take deeper look at these considerations along with risks and findings identified in IA reports that drive the digitization agenda and outline opportunities for process automation.. Jamey Loupe, Managing Director, Risk Advisory Services, BDO USA, LLP Eskander Yavar, Principal, Management Advisory Services, BDO USA, LLP John Kincher, Principal, Management Advisory Services, BDO USA, LLP Event details and registration

06.23.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP  WEBINAR Executive Roundtable: How Manufacturers Are Creating Value with Industry 4.0 Technologies The manufacturing sector has come roaring back since the pandemic and recession hit the sector hard. Now that demand and production levels have rebounded and remain at stable levels, manufacturers are looking towards the future. Eskander Yavar, Partner, Manufacturing Practice Leader and NAM Board Member, BDO USA, LLP Kevin Boyle, Director of Information Technology, Specialized Technologies (STI) Sanket Akerkar, Chief Revenue Officer, Acumatica Jessica Gadbois, Manufacturing Solutions Leader, Acumatica John Kincher, Principal and National Leader – ERP and Implementation Management, BDO Digital, LLC (moderator) Event details and registration

06.24.21 | 10:00 a.m. (Central) | 1.5 CPEs | Presented by FEI San Antonio Chapter  WEBINAR Tax & Reporting Update Summary of recent accounting standards; Legislative and other corporate developments; Tax accounting update and considerations based on legislative updates; Recent and proposed tax policies and impacts to individuals. Amy Grubbs, Managing Director-Assurance, EY                    Adam Guerrero, Tax Manager-Federal Tax, EY Lee Sinclair, Senior Manager-Private Client Services, EY Event details and registration | Register by 06.24.21 at 9:45 a.m.

06.24.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams Government Capital Program Management: What to Consider A government’s capital program is often its largest expense, but knowing if the investment in capital assets is being efficiently and effectively managed can be difficult.   Given the high value, long lifespan, and tangible nature of these capital assets, careful planning and maintenance are critical for meeting the needs of the community while maintaining a strong financial position. Join us for our webcast that covers key capital-planning best practices, including the following: – Comprehensive and systematic planning – Procurement and contract-type strategies – Cost and budget management – Capital programming, financing, and deferred maintenance – Reserve policies and practices Stephen Bacchetti, CPA, CIA, CCA, Director, Moss Adams Colleen Rozillis, PMP, Director, Moss Adams Keith Simovic, CPA, Senior Manager, Moss Adams Event details and registration

06.29.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR The Evolving Sustainability & ESG Integrated Reporting Landscape Join BDO and our guests, Bob Hirth, Vice Chair of the SASB, and Andrew Buchanan, BDO Global Head of IFRS and Corporate Reporting, as we discuss the current and future state of corporate reporting from both a global and a U.S.-based lens. Andrew Buchanan, Global Head of IFRS and Corporate Reporting, BDO Global Bob Hirth, Vice Chair of The Sustainability Accounting Standards Board (SASB); Senior Managing Director, Protiviti Amy Rojik, Partner, BDO Center for Corporate Governance and Financial Reporting, BDO USA, LLP Event details and registration

06.29.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Banking CFO Panel: A State of the Industry Webinar BDO invites you to join us for our upcoming Banking CFO Panel: A State of the Industry Webinar, where you will be able to hear from a CFO panel that will discuss hot topics in the banking industry. Frank Gonzalez, South East Leader Financial Institutions & Specialty Finance Practice Assurance Partner, BDO USA, LLP (moderator) Jose Marina, Executive Vice President and CFO, City National Bank Romolo Santarosa, Senior Executive Vice President, CFO, Hanmi Bank Kitty Payne, CFO, Commercial Bank of California Thomas Splaine, Executive Vice President, CFO, Lakeland Bank Event details and registration

06.29.21 | 1:00 p.m. (Central) | No CPE | Presented by BDO USA, LLP  WEBINAR Taking Stock of Private Equity M&A Mid-2021 Fund managers are engaging in a highly competitive—and expensive—year of M&A. Private equity and venture capital deal making made a comeback at the end of 2020, and activity has been robust into 2021. Scott Hendon, National Co-Leader of BDO’s Private Equity Practice, BDO USA, LLP Bob Snape, President, BDO Capital Advisors, LLC Verenda Graham, National Co-Leader of BDO’s Private Equity Practice, BDO USA, LLP Kevin Bianchi, National Co-Leader of BDO's Asset Management Practice. BDO USA, LLP Event details and registration

06.30.21 | 9:00 a.m. (Central) | 1.5 CPEs | Presented by BDO USA, LLP  WEBINAR The Significant and Lasting Impacts of Brexit on Supply Chain and Data Privacy Join our webinar where we’ll provide information on the current political landscape in the EU, its relationship with the UK since the signing of the Trade & Cooperation Agreement with the EU and how that is impacting supply chains for U.S. companies. Barb Derus, Transfer Pricing Principal. BDO USA (moderator)  Noel Clehane, Global Head of Regulatory & Public Policy, BDO Global Office Greg Reid, Managing Director, Global Data Protection Officer Services Leader, BDO USA Richard Austin, Head of Corporate Advisory Services & National Head of Manufacturing, BDO UK Event details and registration

07.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Quarterly Technical Update – Q2 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q2 2021" 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. Adam Brown, National Assurance Managing Partner, BDO USA, LLP Paula Hamric, National Assurance Partner, BDO USA, LLP Amy Rojik, National Assurance Partner, BDO USA, LLP Event details and registration

07.20.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP  WEBINAR BDO’s Healthcare Hot Topics Webinar Series: July 2021: Healthcare Digital Transformation Survey According to BDO’s 2021 Healthcare Digital Transformation Survey, as a result of the events of 2020, 60% of healthcare organizations are adding new digital projects and 42% are accelerating some or all existing digital transformation plans. The message is clear: the future of healthcare is digital. Steven Shill, Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Michael Lee, Principal, BDO Digital Chris Cooper, Managing Director, Advisory, BDO Healthcare Herman Williams, M.D., Managing Director, Advisory, BDO Healthcare Chad Beste , Principal, Advisory, BDO Healthcare Karen Fitzsimmons, Assurance Partner, BDO Healthcare Jim White, Tax Partner, BDO Healthcare Event details and registration

07.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Q2 2021 International Financial Reporting Standards (IFRS) Quarterly Update 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. Wendy Hambleton, National Assurance Partner, BDO USA, LLP Nattaly Jeter, National Assurance Director, BDO USA, LLP Andrew Moore, National Assurance Senior Manager, BDO USA, LLP Event details and registration

08.05.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR 2021 VBA Webinar Series: Valuation in the Life Sciences Sector Valuation impacts all life science companies. Whether negotiating a licensing deal, raising a financing round, preparing for an IPO, or negotiating the acquisition of a company or an asset, valuation influences almost all aspects of a life science company’s operations. Kevin Wharton, Director, Valuation & Business Analytics, BDO USA, LLP Jason Zeman, Managing Director, Valuation & Business Analytics, BDO USA, LLP Event details and registration

08.10.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 Tax Innovation Webinar Series: How to Get Your Tax House in Order: Building the Case Please join us for the third webinar in BDO's 2021 Tax Innovation Webinar Series as we discuss how to build momentum for your project by analyzing your needs (gap assessment), setting priorities and building a great business case. Anne Giffels, Managing Director, Tax Performance Engineering, BDO USA, LLP Cristin Boynton, Managing Director, Tax Performance Engineering, BDO USA, LLP Mike Bourne, Regional Sales Manager, CSC Corptax 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

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