North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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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.
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The 2021 Spring Social: Golf Tournament & Wine Tasting was rescheduled from April 26 to Monday, June 14, at Prestonwood Country Club. All activities will be in person and outdoors. Look for further details as they become available.
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05.25.21 | INVITATION ONLY | REGISTRATION CLOSED
New & Prospective Member Social | IN PERSON
5:30-7:30 p.m. | REPUBLIC TEXAS TAVERN
New members and individuals who qualify for FEI membership are invited to join the FEI Dallas Chapter Board of Directors for an evening of great food, cocktails and peer networking. This social event brings together DFW financial leaders to share experiences and build relationships.
Open to FEI Dallas Chapter members who recently joined or transferred to the chapter; individuals who qualify for FEI membership and would like to know more about joining or member benefits; and Chapter Sponsors per the guidelines for their sponsorship level.
Registration for this event is closed. Eligible Chapter Members and Sponsors may contact Jackie Dunn to join the waitlist pending capacity limits.
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06.14.21 | SAVE THE DATE | Rescheduled from 04.26.21
Spring Social 2021 – Golf Tournament & Wine Tasting | IN PERSON
The Clubs of Prestonwood – Creek Course & Clubhouse | All activities will be outdoors
Title Sponsor: PNC Bank | Other sponsorships available
10:00 a.m. Golf check-in opens, lunch available
11:00 a.m. Putting Contest
12:30 p.m. Golf Tournament, shotgun start, 6-player scramble
2:30-3:30 p.m. Golf Clinic for those not participating in the Golf Tournament
3:45-6:00 p.m. Wine Tasting featuring Texas wines: “Texas Republic – Come and Take It!”
5:30-8:00 p.m. Reception/Dinner
Open to FEI Dallas Chapter members, Chapter Sponsors and Event Sponsors
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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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05.25.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
The Things You Should Know About 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. Together they have 40 years of experience in the field. 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
Jay Smith, MBA, Director of Finance and Accounting - South Central Region, Jefferson Wells
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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For the remainder of the 2020-21 year, if the Dallas Chapter may host in-person meetings by spring, the SIGs mayhost 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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05.27.21 | 12:30 p.m.(Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Medicare Update: 2022 Inpatient Prospective Payment System
The fiscal year 2022 Inpatient Prospective Payment System (IPPS) proposed rule introduces key changes that could impact your organization’s Medicare reimbursement. Join us for our webcast to learn the latest updates and reimbursement issues for hospitals, upcoming changes, and how you can help your organization prepare. We’ll also cover related topics, including:
– An evaluation of the IPPS rule key areas
– Reimbursement shifts and data trends identified in the IPPS proposed rule data
– Best practices and next steps for your cost report submissions
Glenn Bunting, Director, Moss Adams
Paul Holden, FHFMA, Partner, Moss Adams
Michael Newell, Partner, Moss Adams
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05.28.21 | Presented by TXCPA Dallas
Convergence 2021 | Online Event
8:00 a.m.-5:00 p.m. | 8 CPEs available
TXCPA Dallas is excited to offer Convergence 2021 in an online format. Convergence is a must-attend signature event featuring 21 sessions of the latest industry information delivered by an extraordinary slate of experts. Elevate your profession's proficiency and earn 8 CPE credits via webcast.
FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.
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06.02.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The BDO Tax Strategist Series: Second Quarter Tax Planning Considerations for Your Business
Join BDO for a session on tax considerations you can begin implementing now to effectively lower your business's total tax liability. This is the first webinar in BDO's Tax Strategist Webinar Series.
Andrew Gibson, National Tax Office Leader, BDO USA, LLP (moderator)
Laurie Dicker, National Technical Practice Leader, Transfer Pricing, BDO USA, LLP
Michael Masciangel, National Tax Managing Director, International Tax, BDO USA, LLP
Randy Schwartzman, National Technical Practice Leader, Corporate Tax and Mergers & Acquisitions, BDO USA, LLP
Todd Simmens, National Technical Practice Leader, Tax Policy & Legislation, BDO USA, LLP
Scott Smith, National Technical Practice Leader, State & Local Tax, BDO USA, LLP
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06.03.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Optimizing Operations Webinar Series: Turning the Corner on the Road to Recovery
As we pass the one-year mark of COVID-19 being declared a pandemic in the U.S., business leaders are taking a look back at the way their organizations have changed and examining lessons learned so far. Join BDO Managing Director, Meg Potts, for a chat with Rick Fisher, CEO of PSP Holdings and Steve Schwab, CEO of the Elizabeth Dole Foundation to discuss what they discovered as they weathered the pandemic, the process of stabilizing their operations amid disruption and plans for moving forward.
Rick Fisher. CEO, PSP Holdings
Steve Schwab, CEO, Elizabeth Dole Foundation
Meg Potts, Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator)
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06.08.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Tax Innovation Webinar Series: Harnessing the Accelerated Shift to a Digital Tax Department
Rapid improvements in technology combined with the extraordinary impact of COVID-19 have presented Tax Departments with a wide array of new opportunities and challenges...the time has come to set a course for the future on your digital transformation journey. Please join us for the second webinar in BDO's 2021 Tax Innovation Webinar Series.
Shaun Green, Managing Director, Tax Performance Engineering, BDO USA, LLP
Herb Lockyer, Managing Director, Tax Performance Engineering, BDO USA, LLP
Spencer Orlin, Experienced Senior Associate, Tax Performance Engineering, BDO USA, LLP
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06.08.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How GASB Updates Could Impact Your Organization
Revisions introduced by the Governmental Accounting Standards Board (GASB) will significantly change accounting and reporting requirements for organizations. Join us for a webcast addressing GASB Statement Numbers 84, 87, 94, 96, and 97, and their potential impacts on fiduciary activities, leases, and more. We’ll cover related implementation guidelines and lessons learned from early adopters.
Kevin Mullerleile, CPA, Senior Manager, Moss Adams
Keith Simovic, CPA, Senior Manager, Moss Adams
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06.10.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams
Why Auditing Health Care Claims Is Paramount for Payers
COVID-19 has created significant financial upheaval for payers, patients, and providers alike. With the significant disruption to the claims processing cycle and health care costs continuing to climb, cost containment has never been more paramount for payers.
Join us for our webcast to learn how auditing your company’s claims can be a powerful tool to mitigate cost overruns and save potentially millions of dollars —while increasing member satisfaction with health plans. We’ll address these key benefits as well as the following topics:
– Financial impacts of emerging services, changes to medical billing protocols, and frequent-payer processing rule modifications
– Repercussions felt by members related to confusion over coverage, cost sharing, and payment responsibility
– Increases in health care fraud and how to identify cases, waste and abuse incidences driven by changes to service delivery settings, and new billing codes and guidelines
This webcast is designed for payers across the continuum, including health plans, self-insured employers, managed care organizations, risk-bearing organizations, and third-party administrators.
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06.15.21 | 11:00 a.m. – 6:00 p.m. (Central) | Presented by Sage Intacct
WEBINAR
Modern SaaS Finance Forum
Join fellow SaaS finance leaders, including industry experts from Bessemer Venture Partners, The SaaS CFO, and the KeyBanc Annual SaaS Survey, in this online, complimentary event to participate in virtual discussions on a modern-tech approach for managing cash, revenue recognition, reporting, and SaaS metrics in the most scalable and efficient way to position your SaaS company for success.
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06.15.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams
Spring 2021 Not-for-Profit Tax Update
Join us for a 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, potential changes under President Biden’s administration, congressional guidance, and several other key topics, including:
– Recent tax rulings and updates
– State tax considerations, including Wayfair and nexus for remote employees
– COVID-19 relief, including the Employee Retention Tax Credit (ERTC) and Paycheck Protection Program (PPP)
Emina Cresswell, CPA, Tax Senior Manager, Moss Adams
Colleen Ramires, CPA, Tax Senior Manager, Moss Adams
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06.17.21 | 12:00 noon.(Central) | 1 CPE | Presented by Moss Adams
Not-for-Profit Accounting and Auditing: Spring 2021 Update
To maintain an understanding of the accounting and reporting requirements of your not-for-profit organization, it’s important to understand key regulatory developments and their potential effects on the sector. Join us for our webcast addressing critical changes to auditing and accounting standards and their potential impacts on not-for-profit organizations. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, such as:
– Accounting and financial reporting impact of COVID-19 and the Coronavirus Aid, Relief, and Economic Security (CARES) Act
– Upcoming accounting standard updates and potential effects on financial statements
– Uniform guidance considerations and single audit update
Jennifer Price, CPA, Partner in Charge, Portland Office, Moss Adams
Hilary Tanneberg, CPA, Senior Manager, Moss Adams
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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.
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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
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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
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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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