North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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 | SAVE THE DATE
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
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 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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DALLAS CHAPTER LIVE WEBINARS |
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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.
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08.21.20 | 12:00-1:30 p.m. (Central) | 1.5 CPEs
Bankruptcy: How to Avoid It, Benefit from It, and How to Fund It
Financial and operational stress and distress come in different forms. For some financial officers and personnel, breaching a financial covenant in a loan document, or facing a liquidity crunch may be a new experience. What do you do when the company can’t make payroll or a scheduled debt payment, must negotiate a forbearance agreement, deal with a workout officer, or incurs significant and unsustainable losses? The presentation will provide ideas for financial officers and personnel to consider when faced with financial and/or operational distress.
Kelly Harris, Founder & Partner, Harris & Dickey LLC (moderator)
Hon. Stacey G. C. Jernigan, U.S. Bankruptcy Court, Northern District of Texas
John D. Penn, Esq., Partner & Firmwide Chair, Bankruptcy and Restructuring Practice, Perkins Coie, LLP
John Tittle, Jr., Managing Director and Head of Turnaround/Restructuring Practice, Harris & Dickey LLC
Ross Gatlin, CEO & Managing Partner, Prophet Equity
Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation.
CPE credit available to all attendees
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08.27.20 | 3:30-5:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
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 (moderator)
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 | Registration information pending
CPE credit available to all attendees
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This in-person event is pending relaxation of current social distancing guidelines. |
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10.26.20 | Rescheduled from April | SAVE THE DATE!
FEI Dallas Chapter Golf Tournament & Wine Tasting 2020
The Clubs of Prestonwood – Creek Course & Clubhouse
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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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08.25.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
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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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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08.18.20 | 1:30 p.m. (Central) | 1 CPE | Presented by FEI Houston Chapter
WEBINAR
Automation & Streamlining Finance Processes
With 2020 serving as a catalyst to find cost efficiencies with a COVID-19 pandemic back drop, organizations are seeking various types of streamlining and automation techniques as a solution to increase productivity and provide sustainable cost savings to their stakeholders. In this program, we'll cover the utilization ofMicrosoft Excel, Power Business Intelligence and Robotic Process Automation as potential platforms for organizations to consider. Additionally, we'll cover real life examples on how these solutions have positively impacted organizations.
Daniel Bercaw, CFO, GenOx Transportation
Ilene Kappel, Director, Sirius Solutions, LLLP
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08.19.20 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Taking a Decision Step Toward Corporate Board Service
Thinking about serving on a corporate board? Join BDO in conversation with Sheila Ronning, CEO and Founder of Women in the Boardroom, as she provides a board primer applicable to all those seeking practical considerations when pursing corporate director roles.
Sheila Ronning: CEO & Founder, Women in the Boardroom™
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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
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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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