North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Election of FEI Dallas Chapter Officers 2022-23
In an effort to keep business announcements at chapter meetings to a reasonable minimum, the Dallas Chapter of FEI conducts officer elections online via Survey Monkey. Voting is open through March 25, 2022 and results will be announced at the monthly meeting on April 11. Voting is anonymous, no individual information is collected or shared.
All Dallas Chapter members in good standing will be sent an email directing them to the survey. If the email is not received by Tuesday, March 15, please contact Jackie Dunn for the election link.
The Dallas Chapter Nominating Committee comprised of the most recent three past presidents – Ron Rushing, Deborah Southwell, and Nicole Phelan – and chapter president Jim Howe presents the following slate of officer candidates to serve the chapter in 2022-23. These qualified candidates have committed to serve if elected. They all have prior experience volunteering their time and talents for the chapter in committee and/or officer roles.
President
Jay Smith, Southwest Regional Director - Finance and Accounting/Data Analytics, Jefferson Wells
First Vice President | Programs
Jim Farrell, Director, EBB Group and CFO, GHIG Services
Second Vice President | Membership
Tom Beitel, VP Finance, Siemens Industry Software Inc.
Secretary | Treasurer
Miguel Molina, CFO, Avocados From Mexico
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Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Starting in January, programs will no longer be livestreamed for virtual attendance. Meetings 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 or from May-August when other special events are scheduled. |
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03.14.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | Registration closed
Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Rethinking Your Global Supply Chain:
Understanding How Global Economic Shifts Impact Supply Chains
The economic disruptions over the last few years have significantly impacted international trade, and by default global supply changes. The challenges for US-based and multinational companies are broad sweeping. What will be the likely evolution of supply chains and international trade in the medium to long term? In this session, we will break down these international trade complexities, detail what they mean for companies across the globe and offer strategies to navigate this ever-changing landscape.
Damon Pike | Principal, International Tax - Customs & Int'l Trade Services, BDO USA LLP
Chad Fleeger | Director, Management and Advisory Services, BDO USA LLP
Peter Terilli | International Tax Managing Director, BDO USA LLP
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Growth and Change Through the Fundraising Lens
This program will cover how finance plays a role at each round of a capital raise, which, in turn creates valuation.
Brenda Stoner | Founder & CEO, PICKUP
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
Registration is closed. Chapter members and sponsors may contact Jackie Dunn for waitlist availability.
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04.11.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
How to Read Body Language for Success in Business 2.0
Would you like to read another person’s mind? Would it be helpful to better understand a person’s true feeling during a business encounter? This presentation will give a brief background in why body language is automatic, universal and cannot be suppressed. You will also learn rapport-building body language and stress indicators to avoid. This will help you during job interviews, negotiating with others and to become a better communicator.
Kendall Helfenbein, CFO, Vandelay Hospitality Group
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Program TBD
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 pending
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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 livestreamed and eligible for CPE credit
September 13*
October 11*
November 8*
2022 | Meetings are IN PERSON ONLY, no virtual option unless otherwise indicated
January 10*
February 7* – First Monday due to holiday conflict
March 14
April 11
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04.05.22 | 5:30-8:30 p.m.
Spring Social 2022 | Wine Tasting & Dinner
Dallas Arboretum: A Tasteful Place, 8525 Garland Rd., Dallas, TX 75219
Title Sponsor: PNC Bank
5:30-7:00 p.m. | Wine Tasting on the Pavilion
7:00-8:30 p.m. | Buffet Dinner & Sommelier Presentation
Open to FEI Dallas Chapter members and sponsors
LIMITED CAPACITY | Registration open through 03.28.22
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05.02.22 | 11:00 a.m.-8:00 p.m. | SAVE THE DATE
Spring Social 2022 | Golf Tournament
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor: PNC Bank
11:00 a.m. | Check-in
11:00-12:00 p.m. | Driving range & putting green open
12:00-12:30 p.m. | Putting contest
12:30-1:00 p.m. | Box lunches
Open to FEI Dallas Chapter members and sponsors
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Monthly Career Management meetings with FENG are virtual until further notice. Meetings are held on the 3rd Tuesday of each month year-round. 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.
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03.15.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | VIRTUAL
Journey from CFO to COO to CEO/Entrepreneur
Career meetings are virtual until further notice
Mahesh Shetty will talk about his career path to CFO, COO… and now CEO. His talk will include a discussion of the goal-setting mindset he uses to keep his career moving forward.
Mahesh presented the idea of creating wealth for investors through residential real estate investments approximately four years before ILE was founded, during which time he worked to design a turnkey operations-driven investment platform. Hundreds of meetings to iron out the strategies, demographics, and risk-mitigation checkpoints ensued, and eventually resulted in ILE’s founding.
A Certified Public Accountant, Mahesh received his MBA (summa cum laude) from The University of Texas at Dallas, and earned a bachelor’s degree from Osmania University, India. He is a Certified Information Technology Professional, a Chartered Global Management Accountant, and a Fellow Chartered Accountant. Mahesh was recognized as CFO of the Year by both D CEO magazine and the Dallas Business Journal, and is a recipient of DBJ’s Minority Business Leader Award.
Mahesh Shetty | Founder & CEO, ILE Homes
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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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 | Virtual until further notice
January 18
February 15
March 15
April 19
May 17
June 21
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03.24.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Healthcare CFO Series | IN PERSON
Healthcare Policy, Payment and Payer Trends in 2022
Cowboys Club | The Star in Frisco, 9 Cowboys Way #200, Frisco
During this engaging presentation we will discuss trends around political and payer dynamics that are shaping the healthcare industry in 2022 and beyond. We will highlight key issues for stakeholders navigating the healthcare landscape. Attendees will gain insights on trends impacting the current healthcare environment and obtain information to help make effective planning and investment decisions.
Timothy Epple | Managing Director, Avalere Health
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector
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03.29.22 | 4:30-6:45 p.m. (Central) | 1.5 CPEs
Manufacturing/Distribution CFO Series | IN PERSON
M&A: Is Now A Good Time to Buy?
Whitley Penn, First Floor Conference Room, 8343 Douglas Ave., Dallas
This program will cover the current issues buyers and sellers are experiencing in Mergers and Acquisitions.
Barrett Kingsriter | Senior Managing Director, Pinecrest Capital Partners
Marshall Viney | Partner, Skylark Private Equity
Richard Rafferty | Member, Clark Hill PLC
David Chisum | SVP & CFO, Trident Solutions, Inc.
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sectors
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03.31.22 | 5:00-7:30 p.m. (Central) | 1 CPE
Real Estate CFO Series | IN PERSON
PGA Frisco – The Halo Effect
Lawry’s The Prime Rib, 14655 Dallas Pkwy., Dallas
Clay Roby, Managing Director with Stillwater Capital, led the development of the PGA Frisco- The Link 240-acre mixed-use project near the PGA of America’s new 600-acre headquarter campus. The Link will feature Class A office, luxury residential, destination retail, boutique hospitality and entertainment uses. Clay will tell the story about how the deal came together with City of Frisco, the PGA, provide a current status, and what this will mean to the city of Frisco and surrounding areas.
Clay Roby, Managing Director, Stillwater Capital
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
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03.15.22 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
How Businesses Are Doing Cloud in 2022: The Paradigm Shift
What cloud trends should companies expect in 2022? More importantly, what are companies doing to ensure that their move to the cloud is done the right way for their specific needs?
Steve Combs | Director, ISG, BDO Digital, LLC
Alex Smart | Infrastructure Manager, BDO Digital, LLC
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03.16.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Setting Expectations for 2022 Shareholder Meetings
Join BDO, as we debrief key observations from BDO’S 2022 Shareholder Meeting Agenda publication. Panelists will provide insights from the legal, advisory, and investor perspective for boards and management teams to consider in further engagement with shareholders and other stakeholders ahead of annual meetings, and in ongoing interactions.
Amy Rojik | National Managing Partner - Corporate Governance, Communications and Emerging Issues, BDO USA, LLP
Thomas Conaghan | Partner and Co-Head of the Capital Markets and Public Companies Group, McDermott Will & Emery
Courteney Keatinge | Senior Director, Environmental, Social and Governance Research, Glass Lewis
Melissa Means | Managing Director, Pearl Meyer
Timothy Smith | Senior ESG Advisor, Boston Trust Walden
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03.23.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Tax Innovation Webinar Series: Tech Solutions for Fixed Asset Data Challenges
Join us as we discuss common data challenges faced by tax departments related to the Fixed Asset process and identify solutions for streamlining your compliance across multiple processes including tax depreciation calculations, property tax, and property apportionment reporting.
Mike Matias | Experienced Manager, Tax Performance Engineering, BDO USA, LLP
April Rice | Tax Manager, Business Incentives, BDO USA, LLP
Al Bradley | President, ACT and Director, HUB-US Tax Operations, Air Liquide / Airgas, Inc.
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03.29.22 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Internal Audit Webinar Series: Internal Audit in the Age of Digital Revolution
The proliferation of data and technology is shaping all aspects of business, and the internal audit profession is no exception. This session will explore what Internal Audit teams must consider when assessing risk and controls in a more agile and data driven manner.
Savvas Georgopoulos | Managing Director, Analytics and Innovation, Risk Advisory Services, BDO USA, LLP
Shana McGee | Director, Risk Advisory Services, BDO USA, LLP
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04.05.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
BDO’S Life Sciences Governance, Risk & Compliance Webinar Series: Website Compliance
If there's one issue that's top of mind for life sciences executives, it's data privacy. Life sciences organizations are collecting and consuming more protected health information (PHI) than ever before. Many are wrestling with dual data challenges: how can they continue to achieve high growth without compromising patients’ privacy?
James Amsler | Director, Governance, Risk & Compliance, Privacy Technology Leader
BDO USA, LLP
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04.13.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q1
Join us as we discuss developments that occurred during the first quarter of 2022 with respect to various topics in accounting and financial reporting.
Paula Hamric | Professional Practice Partner, SEC Services, BDO USA, LLP
Angela Newell | Professional Practice Leader, Accounting & Assurance, BDO USA, LLP
Amy Rojik | National Managing Partner, Corporate Governance, Communications & Emerging Issues, BDO USA, LLP
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04.20.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2022 IFRS Quarterly Update: Session 1
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. The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.
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
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04.26.22 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Internal Audit Webinar Series: The Internal Auditor of the Future
In addition to solid communication and organizational skills, what are the skills needed for the internal auditor of the future?
Colleen Duffy | Managing Director, Risk Advisory Services, BDO USA, LLP
Alejandro Anievas | Senior M
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05.03.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: May 2022
BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. 1.5 hours of CPE may be earned for each of the events.
Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation
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05.16.22 | Presented by TXCPA Dallas
Convergence 2022 | IN PERSON
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel at The Star, Frisco
This premier educational event will include five tracks – 26 sessions in all – on accounting, finance, legislative, tax, and legal topics with a luncheon keynote address presented on the Cowboys practice field by Chris Cassidy, former Navy SEAL, astronaut, Bronze Star recipient, and current CEO of The National Medal of Honor Museum.
FEI Dallas is a Silver Sponsor of this event and FEI members enjoy discounted pricing.
FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.
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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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Emerging Academic Partner |
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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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