North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Ron Rushing
FEI Dallas Chapter President
Planned Events
September’s chapter meeting will be virtual and will feature great speakers on Robotic Process Automation and AI during the earlier session, and the CEO of Alto, a Dallas-based ridesharing company, as our keynote speaker. For those who register by Monday, September 7, we are offering a nice bottle of wine to celebrate chapter year kickoff 2020-21. Read more
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Welcome to our Newest Members
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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. |
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09.14.20
Monthly Chapter Meeting | WEBINAR
3:30-6:00 p.m. | 2.5 CPEs
“Wine” Not Start the Season with a Bottle on Us?
Celebrate the kickoff of FEI Dallas’s 2020-21 season while enjoying a nice bottle of wine compliments of the chapter. Since we’re unable to meet in person this month, we’re bringing the social to you! Our dedicated chapter wine tasters have selected three different wines to meet everyone’s preference. Simply find a comfortable chair, log on to the virtual chapter meeting, sit back and sip.
Register by Monday, September 7, to be eligible for the wine gift.
Some exclusions apply. Click to the registration site for more information.
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 Intacct
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.
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10.12.20 | SAVE THE DATE
Monthly Chapter Meeting | IN-PERSON & VIRTUAL
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:00 p.m. Networking Social
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
January 11
February 8
March 8
April 12
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Due to continuing social distancing restrictions, the Fall Social planned for Oct. 26 has been cancelled. The Special Events committee is working on an alternate social event and will publish details as they become available. |
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Virtual events will continue for the foreseeable future. CPE credit will be available subject to attendance criteria. |
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09.22.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
Tips for the In-transition Financial Executive!
Debbie Williams is an expert in executive search and is well-known in Texas and the Southwest. She will bring her knowledge, experience, and expertise in the executive search field as she talks about networking, executive job search, a structured approach for the in-transition executive, and other relevant matters. She will provide ample opportunities for questions and this will be a great opportunity to meet one of the iconic talents in our industry.
Debbie Williams, Principal & Founder, HastonWilliams
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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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. |
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09.29.20 | 4:00-5:00 p.m. (Central) | 1 CPE | SAVE THE DATE
Real Estate CFO Series | WEBINAR
Hospitality Industry Road to Recovery
Our panelists will bring deep insight on how the hospitality industry has adapted to keep operating during the pandemic. They will also speak about any challenges the hospitality industry has faced and the path moving forward.
Dean Boswell, Senior VP of Finance, TRT Holdings, Inc.
T. Dupree Scovell, Managing Partner and Chief Investment Officer, Woodbine Development Corp.
Paul E. Greilich, Partner, Baker Tilly US, LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Real Estate sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
CPE credit available to all attendees
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10.22.20 | 4:30-5:50 p.m. (Central) | 1 CPE | SAVE THE DATE
Manufacturing & Distribution CFO Series | WEBINAR
AllianceTexas Mobility Innovation Zone
The combination of autonomous vehicles, advances in artificial intelligence, and the integration of transportation systems and infrastructure are quickly advancing new and innovative intelligent mobility systems. Deployment of these systems requires a location were a variety or real-world situations exist to test, scale, and commercialize solutions that can address the growing demand for fast, efficient and affordable freight and passenger movement. This presentation describes an initiative being launched at AllianceTexas to establish a mobility innovation zone (MIZ) that provides the infrastructure, differentiated capabilities and services, collaborative partnerships and ecosystem, and the ability to test and commercialize ground and air mobility solutions.
Russell Laughlin, Executive VP, Hillwood, a Perot Company
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Manufacturing & Distribution sector
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
CPE credit available to all attendees
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09.10.20 | 4:00 p.m. (Central) | Presented by FEI Orange County Chapter
WEBINAR
COVID-19 and Its Legal Implications to Businesses
Orange County, CA, appears to be moving below the Governor’s watch-list threshold according to recent reports, so with case counts dropping, businesses across all industry sectors need to seriously consider their plans for reopening in compliance with applicable regulations and standards.
Thomas Lee, Partner, Bryan Cave Leighton Paisner
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09.15.20 | 4:30-8:00 p.m. (Central) | 2 CPEs | Presented by FEI Fort Worth
VIRTUAL
Fort Worth Monthly Chapter Meeting
4:30-5:30 p.m. Pre-Meeting Professional Development Session | 1 CPE
Restructuring
Michael Deeba with Baker Tilly will discuss the specifics of restructuring. Main points to be covered are general awareness, signs of trouble, communication with parties, vendors and associates, and out of court vs. in-court debt workouts.
Michael E. Deeba, CPA/CFF, CIRA, CTP Partner Forensic, Litigation & Valuation Services, Baker Tilly
6:45-7:00 p.m. Announcements
7:00-8:00 p.m. Keynote Presentation | 1 CPE
Prosecuting the Cartel
Judge Burgess will provide a behind the scenes look at this fascinating case and will then share his insights on the importance of a healthy, conservative judiciary. Having spent twenty years as an advocate in federal court, Judge Burgess will articulate why we should desire judges who have nothing to advocate in the courtroom other than the rule of law.
Judge Josh Burgess, 352nd District Court, Tarrant County
Meeting invitation | FEI Dallas Chapter members may attend the virtual programs at no charge. Register for each program separately using the registration links above. The in-person meeting is not included in this invitation to members of other FEI chapters.
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09.16.20 | 12:00 noon (Central) | 1 CPE | Presented by FEI Houston Chapter
WEBINAR
The Future of Finance: Intelligent Automation and the Finance Workforce
COVID-19 is accelerating the trend towards using Intelligent Automation ("IA") to optimize performance and efficiency. This trend is not only for Finance but for other SG&A functions as well. With barriers to change at an all-time low, CFOs have the opportunity to reimagine their organizations and transform them to blended models that balance traditional on-site and remote workers with digital tools and managed services. Even CFOs who have not started transitioning to this model will find these digital technologies so easily adaptable that they may not even need to bring some workers back to a physical location as they reopen post-COVID. In this session, A&M will share ideas on how to navigate common pain points, including: multiple legacy systems, challenges with data extraction, poor use of software investments and business process management / continuity.
Cody Chenault, Managing Director, Corporate Performance Improvement, Alvarez & Marsal
Chris George, Manager, Corporate Performance Improvement, Alvarez & Marsal
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09.17.20 | 12:00 noon (Central) | Presented by FEI Milwaukee Chapter
WEBINAR
Dealing with Distressed Customers & Suppliers
This program will coved how the COVID-19 pandemic has brought intense disruption to businesses in Wisconsin, creating unprecedented challenges and struggles. One challenge is how to effectively deal with distressed customers and suppliers. In this virtual event, attorneys at Godfrey & Kahn will discuss:
• Major risks to companies caused by customer and supplier bankruptcies
• Identifying distress early
• Proactive use of risk-mitigation tools
Katie Stadler, Godfrey & Kahn, s.c.
Eric West, Godfrey & Kahn, s.c.
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09.18.20 | 1:00 p.m. (Central) | 1 CPE | Presented by FERF
WEBINAR
FEI ForwardThinking: Great Expectations, New Realities – What Public Investors and Standard Setters Expect
Senior-level financial executives have spent the past six months managing through turbulent times. Now, external stakeholders are judging how well those in the finance suite are reacting and what should be the benchmarks for success and failure.
The Financial Education & Research Foundation (FERF), in cooperation with Crowe, will hold live, in-depth Q&A discussions with key stakeholders -- including investors, standard setters and board members – to gauge how financial professionals are reacting to a completely new world.
This program is includes discussions by Michelle Edkins, Managing Director, BlackRock Investment Stewardship and Neil Stewart, Director of Corporate Outreach, Sustainability Accounting Standards Board (SASB). It will be an interactive conversation – not a traditional webinar. Participants are encouraged to engage and will be able to submit their own questions prior or during the discussion.
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09.22.20 | 1:00 p.m. (Central) | 1 CPE | Presented by FERF
WEBINAR
FEI ForwardThinking: Great Expectations, New Realities – What Board Members and Audit Committees Expect
Senior-level financial executives have spent the past six months managing through turbulent times. Now, external stakeholders are judging how well those in the finance suite are reacting and what should be the benchmarks for success and failure.
The Financial Education & Research Foundation (FERF), in cooperation with Crowe, will hold live, in-depth Q&A discussions with key stakeholders -- including investors, standard setters and board members – to gauge how financial professionals are reacting to a completely new world.
This program is includes a discussion by Leslie F. Seidman, member of the board of directors and chair of the audit committees of General Electric and Moody’s Corporation as well as past chairman of the Financial Accounting Standards Board (FASB). It will be an interactive conversation – not a traditional webinar. Participants are encouraged to engage and will be able to submit their own questions prior or during the discussion.
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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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