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

The FEI Dallas Chapter printed membership directory will be distributed in November and early December. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing displaying information from their FEI member record: name, company, job title, preferred address, phone number, email address, and LinkedIn address, and a headshot.    FEI Online Member Directory FEI members also have 24/7 access to FEI’s online membership directory. Links to the online directory are available at the FEI website, the Dallas Chapter website, and at the top of our newsletters and weekly Upcoming Events emails like this one. FEI member login required.

FEATURED EVENT

12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs Technology Breakfast 2021 | IN PERSON Sponsored and Presented by Grant Thornton LLP Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 The Anatomy of a Breach  Cybersecurity events have become commonplace within corporate America. Indeed, these events are so common that they have altered the landscape in several fundamental ways. Please join us for an in-depth discussion about how these events have changed the nature of enterprise risk management, compliance and legal risk management, insurance coverage, and technology investments.    Get Your Cyber House In Order ■   Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton   Cybersecurity Best Practices ■   Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton ■   Peter Vogel | Of Counsel, Foley & Lardner ■   Mark Knepshield | Executive Vice President, McGriff   Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation  Pre-registration at the FEI Dallas Chapter website required |  Event details and registration

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. They start with a Professional Development session followed by a Networking Social and Dinner Meeting with the Keynote presentation. There is no monthly meeting in December.

01.10.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE Monthly Chapter Meeting | IN PERSON Northwood Club, 6524 Alpha Rd., Dallas, TX 75240   4:00-5:15 p.m. Professional Development Session | 1.5 CPEs 5:15-6:20 p.m. Networking Social 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE Marc P. Giannoni, SVP & Director of Research, Dallas Fed    Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation  Pre-registration at the FEI Dallas Chapter website required | Registration information pending

2021-22 FEI Dallas Chapter Monthly Meeting Schedule Monthly Chapter Meetings are held at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees.     2021 – Programs will be livestreamed and eligible for CPE credit September 13 October 11 November 8   2022 January 10 February 7 – First Monday March 14 April 11

CAREER EVENTS

Monthly Career Management meetings with FENG are in person on the 3rd Tuesday of each month year-round. Unless otherwise noted, meetings are hosted by Bank of Texas at Sherry Lane Place in Dallas in the ground floor conference room. Light food and drinks are provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event. Career meetings are open to FEI Dallas Chapter members, employed or unemployed. In addition to helping job seekers, the Career Management group can assist employed members with skills needed to excel at their current position, plan for their next opportunity, and find solid qualified applicants for openings on their financial team.

12.21.21 | 5:30-8:00 p.m. (Central) Career Management Holiday Happy Hour | IN PERSON Hosted by Bank of Texas 5956 Sherry Lane, Dallas | Ground Floor Conference Room Free parking if departing after 6:00 p.m. Come one and all to celebrate! The Holiday Happy Hour is a chance for FEI and FENG members plus alumni to celebrate the holidays with fun, food and friendship. We are all about networking and this is one of our best events of the year! Let’s celebrate life after COVID with old friends and make new ones.   Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups Pre-registration not required

2021-22 FEI Dallas Career Management Monthly Meeting Schedule FEI Dallas Monthly Career Management Meetings will be held in association with The Financial Executives Networking Group (FENG).   2021 July 27 | 4th Tuesday | VIRTUAL August 17 | SOCIAL September 21 October 19 November 16 December 21 | HOLIDAY HAPPY HOUR   2022 January 18 February 15 March 15 April 19 May 17 June 21

PARTNER EVENTS

11.30.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Preparing for Schedule K-2/K-3 International Reporting The IRS is focused on significantly increasing its partnership exam activity and has been steadily increasing the extent of partnership and partner reporting requirements. New Schedules K-2 and K-3 represent a continued focus by the IRS on expanding partnership reporting. During this session, the panelists will provide an overview of the new schedules, the information to be reported, and potential risks associated with failing to accurately and completely report the required information. Jeff Bilsky | National Technical Practice Leader, Partnership Taxation, BDO USA, LLP Ben Vesely | Principal, International Tax Services, BDO USA, LLP Neal Weber | Tax Managing Director, Partnership Taxation, BDO USA, LLP Event details and registration

11.30.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   Business Combinations in a Banking Context The session will explore the accounting, tax and valuation issues surrounding business combinations within the financial services sector. Terry Lamantia | Account Executive and Tax Partner, Mitchell Titus (moderator) Frederick E. Davis Jr. | Partner and Tax Services Leader, Mitchell Titus Evlon Charles | Valuation & Business Analytics Director, BDO USA, LLP Phillip Hyatt | Assurance Partner, BDO USA, LLP Event details and registration

11.30.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   2021 Internal Audit Webinar Series: Back to Basics: Building Blocks to Mitigate Risk and IA’s Role in Evaluating Segregation of Duties Segregation of Duties (SODcontrol) is a fundamental element of internal . The underlying idea is that no single employee – or group of employees - should be in a position to conceal errors or perpetuate fraud in the normal course of their duties. With changing business processes and an increased reliance on information technology, it is important for internal audit teams to understand SOD and the role they can play in helping companies maintain proper and efficient SOD. Bill Dawson | Partner, Risk Advisory Services, BDO USA, LLP Jen McCloskey | Director, Risk Advisory Services, BDO USA, LLP Trish Tulenko | Senior Manager, Risk Advisory Services, BDO USA, LLP Event details and registration

11.30.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   2021 Optimizing Operations Webinar Series:  Setting Operations to Thrive With widespread vaccination and nearing the end of 2021, more CEOs and CFOs are focusing to evolve their business strategy as the economy "normalizes." Dan Ollis | President, Vibe Coffee  Eric Mollman | Former CFO, Help at Home Greg Lavin | CFO, Myonex  Brian Black | Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator) Event details and registration

12.01.21 | 12:00 noon (Central) | 2 CPEs | Presented by BDO USA, LLP WEBINAR                                                                                                   The BDO Tax Strategist Webinar Series:  Year-End Tax Planning Considerations For Your Business Join BDO for a session on year-end tax considerations, as well as items to consider heading into the new year to help lower your business's total tax liability. The final webinar in BDO's Tax Strategist Webinar Series. Event details and registration

12.02.21 | 10:30 a.m. (Central) | 2 CPEs | Presented by BDO USA, LLP WEBINAR                                                                                                   State Income Tax Year-End Update Join BDO for an update on state income tax legislative and judicial issues. This webinar will address key state income tax 2021 developments and trends as well as what taxpayers and practitioners can expect for 2022. Mariano Sori | State & Local Tax Partner, National Leader for State Income & Franchise Tax Services, BDO USA, LLP Scott Smith | Technical Practice Leader, State & Local Tax, BDO USA, LLP Event details and registration

12.03.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   Government Contractor 2021 COVID-19 Vaccine Mandate Insights around the COVID-19 vaccine mandate and helping to ensure adequate COVID-19 safety protocols for federal contractors. Tom Fuchs | Principal, Industry Specialty Services, BDO USA, LLP Aaron Raddock | Principal, Industry Specialty Services, BDO USA, LLP Michelle Coleman | Counsel, Crowell & Moring LLP Event details and registration

12.07-16.21 | Up to 24 CPEs available | Presented by BDO USA, LLP WEBINARS                                                                                                   Nuts & Bolts HUD Accounting, Budgeting & Reporting Join BDO PHA Finance as we launch our live webinar: Nuts and Bolts of HUD Accounting, Budgeting, and Reporting. This program will be presented on a user-friendly platform, providing you with the ability to easily ask questions and hear the latest GAAP, GASB and HUD updates from BDO’s seasoned, knowledgeable professionals. Each live, web-based track will take place in three days, offering content for four hours per day. – Track 1: Public Housing, focusing on the Low Income Public Housing Program and the Capital Fund Grant program. | December 7-9 – Track 2: Housing Choice Voucher, focusing on the Housing Choice Voucher Program’s basic accounting and reporting requirements and featuring a half day dedicated to RAD and other asset repositioning options. | December 14-16 Brian D. Alten, CPA | Partner, BDO USA, LLP Nick Auriemma, CPA, CFE, Partner, BDO USA, LLP Jason Casterline, CPA, Managing Director, BDO USA, LLP Event details and registration

12.07.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   2021 Tax Innovation Webinar Series:  Year-End Readiness - Tax Technology Considerations Please join us for the final webinar in BDO's 2021 Tax Innovation Webinar Series as we guide you through how to best leverage the tools at your disposal to confidently tackle year-end close and build upon that foundation to transition seamlessly into your 2021 compliance season. Shawnn Morgan | Manager, Tax Performance Engineering, BDO USA, LLP Scott Conley | Senior Manager, Tax Performance Engineering, BDO USA, LLP Eric Lin | International Tax Manager, Cloudflare and Vice-President, Association for Computers & Taxation (ACT) Event details and registration

12.07.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   A First Look at Advanced E-Discovery Solutions for Corporate Legal Teams Join BDO's and Microsoft’s E-Discovery team as they discuss what they’re seeing within corporate legal teams and showcase BDO’s patent-pending E-Discovery business intelligence dashboards called Athenagy. Daniel Gold, Esq. | Managing Director, Forensics Practice, BDO USA, LLP Katie Anderson | Advanced E-Discovery Product Marketing, Microsoft Event details and registration

12.08.21 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR                                                                                                   Board Compensation Trends and Year-End Planning Considerations Join us as we break down the recently released BDO 600 Compensation Studies of board members and CEOs/CFOs and hear from compensation subject matter professionals along with a compensation committee chair on their views and expectations for 2022 and beyond. Jason Brooks | Global Employer Services Managing Director, Compensation Consulting, BDO USA, LLP Judy Canavan | Global Employer Services Managing Director, Compensation Consulting, BDO USA, LLP Amy Rojik | National Managing Partner, Corporate Governance, Communications and Emerging Issues, BDO USA, LLP Denise L. Devine | Founder & Board of Director, FNB Holdings, LLC., Chair of the Compensation and Talent Committee Event details and registration

12.08.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR                                                                               Fall Not-For-Profit Tax Update Join us for our 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, as well as the following topics: – Potential changes under President Biden’s administration – Congressional guidance – Recent tax rulings and updates – Proposed changes to donor advised funds Pamela Alexanderson | Director, Moss Adams Jane Coleman | Senior Manager, Moss Adams Event details and registration

12.10.21 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP WEBINAR COVID-19 Accounting & Reporting Update This course will review all the relevant PIH Notices starting in April through the current date, and including PIH Notice 2020-24, regarding COVID-19 funding and reporting. Event details and registration

12.14.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR BDO’s Life Sciences Governance, Risk & Compliance Webinar Series:  Managing Risk & Compliance The life sciences industry continues to struggle with managing risk and maintaining compliance. Interacting with protected health information (PHI) means they must comply with existing regulations such as PhRMA Code and HIPAA, while also managing CRO relationships and maintaining pharmacovigilance. In this session, we dive deeper into ways life sciences organizations can comply with their obligations by promoting sound privacy and data protection practices. Andrew Tobel | Senior Manager, Governance, Risk & Compliance, BDO USA, LLP 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

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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.