North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
FROM THE PRESIDENT
Jim Howe
FEI Dallas Chapter President

We concluded our monthly chapter meeting schedule for 2021-22 on April 11. We had another great turnout of about 200 members, sponsors and guests to make Northwood feel normal again. We also recognized our Financial Executive Experience Scholars for the year which is always a highlight. Thanks again to Frost Bank for sponsoring this program, and to all our members who serve as mentors.  Read more
Connecting With Your FEI Dallas Chapter Colleagues
MONTHLY CHAPTER MEETINGS
Monthly Chapter Meetings have concluded for 2021-22 and will resume in September for 2022-23. In the meantime, FEI Dallas has many events scheduled over the spring and summer months for education, socializing, and keeping your FEI network vibrant!

Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Meetings start at 4:00 p.m. 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. COVID Safety Protocols have been discontinued at FEI Dallas in-person meetings.
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*

* Recorded programs available in the EVENTS LIBRARY at www.feidallas.org
SPECIAL EVENTS
05.02.22 | 11:00 a.m.-8:00 p.m. | REGISTRATION CLOSED
Spring Social 2022 | Golf Tournament
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor: PNC Bank
11:00 a.m. | Check-in, golfers & sponsors
11:00-1:00 p.m. | Driving Range and Putting Green open
12:00 p.m. | Box lunches in the Hospitality area on the patio
1:00 p.m. | Mega Putt contest at the Putting Green
1:45 p.m. | Shotgun Start, 6-person scramble

Open to FEI Dallas Chapter members and sponsors
Pre-registration at the FEI Dallas Chapter website required for all attendees | Event details
Registration is closed. Chapter members and sponsors may contact Jackie Dunn for waitlist availability.
CAREER EVENTS
Monthly Career 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.
05.17.22 | 5:30-7:00 p.m. (Central) 
Career Management Social with FENG | IN PERSON
Hosted by Bank of Texas
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
 
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
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 | VIRTUAL
February 15 | VIRTUAL
March 15 | VIRTUAL
April 19 | IN PERSON
May 17 | SOCIAL – IN PERSON
June 21 | IN PERSON
PARTNER EVENTS
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
05.04.22 | 10:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Use Domo Insights to Manage Your Health Care Organization
Discover how Domo can help your health care organization lower costs, simplify internal operations, improve patient care, and more.
Loren Den Herder | Managing Director, Moss Adams
K.C. Fike | AWS Big Data, Senior Manager, Moss Adams
05.05.22 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Prepare for a Shuttered Venue Operators Grant Audit
Learn about the different Shuttered Venue Operators Grant (SVOG) audit options and how to select the one that’s right for your organization.
Matt Dinsdale, CPA | Senior Manager, Moss Adams
Aparna Venkateswaran, CPA | Senior Manager, Moss Adams
05.11.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
American Rescue Plan Act Funding: What to Know
Learn strategies to make the most of the Coronavirus State and Local Fiscal Recovery Funds to help your government organization recover from COVID-19.
Colleen Rozillis | Partner, Moss Adams
Halie Garcia | Director, Moss Adams
Sheila Herrera | Senior Manager, Moss Adams
05.12.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Tax Innovation Webinar Series: Optimize Your Transfer Pricing Approach with Tech
In this session we will discuss how to identify the best situations to apply technology, how to navigate the acceptance process, and what to consider ahead of time for a successful implementation.
Yvonne Golby | Managing Director, Transfer Pricing Implementation & Automation, BDO USA, LLP 
Herb Lockyer | Managing Director, Tax Performance Engineering, BDO USA, LLP
05.13.22 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
Solving the Puzzle of Software Selection
While Enterprise Resource Planning (ERP) systems are aging and Cloud ERPs are maturing, companies need to evaluate whether to select new software or stay with current software. Which software company fits my needs? Should we go to the cloud or stay on-premise? Best of breed or single solution? Selecting an ERP can be an intimidating task that should not be taken lightly. ERP systems can touch every aspect of an organization: human resources, finance, procurement, sales, and more. This presentation will help attendees walk through a process that will evaluate the reasons to select or not select a new ERP and what steps should be taken when selecting a new ERP.
Jeff Servidio | Managing Partner, Momentum Solutionz
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. 
05.17.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Mergers & Acquisitions: Considerations for Government Contractors
Businesses are always exploring opportunities to generate maximum value for their shareholders. Mergers & Acquisitions (M&A) is one option that is often explored by government contractors to achieve this goal. Executing a successful M&A can be very complex and time consuming, especially for government contractors who operate in a highly regulated environment.
Chandra Chudamani | Managing Director, Transaction Advisory Services, BDO USA, LLP 
Kasra Mojtahedi | Director, Industry Specialty Services, BDO USA, LLP 
05.17.22 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
Unclaimed Property Compliance Webinar
Please join BDO’s State & Local Tax practice for a compliance update focusing on unclaimed property issues and best practices. As states continue to navigate through a post-pandemic environment, it is important to review and discuss new legislative, regulatory and administrative changes that can directly impact your company.
Manuel Juarez | Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP
Andres Macellaro | Escheat Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP
James Mann | Manager, Unclaimed Property, State & Local Tax Services, BDO USA, LLP
Danielle Spadavecchia | Managing Director, National Unclaimed Property Compliance Practice Leader, BDO
05.19.22 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Gaming Industry Trends for 2022 and Beyond
Navigate gaming industry changes and trends and how major consolidation activities could inform future business plans.
Stan Luker, CMA | Partner, Moss Adams
Tony Habschmidt | Head of Consulting, Newzoo
Joseph Tou | Managing Director, US, Sony Innovation Fund
05.24.22 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
A Look Inside: How Managed Security Service Providers Protect Your Business from Cyberattacks
Join us for our upcoming webinar where BDO Digital’s Managing Director Brad Ellison will moderate a conversation between BDO cybersecurity team members Brett Benson of BDO Digital USA and Alejandra Guevara of BDO Canada.
Brad Ellison | Managing Director, Managed Services, BDO Digital, LLC
Brett Bensen | Cybersecurity Manager, BDO Digital, LLC 
Alejandra Guevara | Cloud Security Manager, BDO Canada
05.24.22 | 12:00 noon (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
The SPAC Litigation Environment, Recent Trends and D&O Insurance Implications
Join BDO and NFP for a 30-minute panel discussion on D&O insurance strategies for SPACs.
06.28.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Spring 2022 Not-for-Profit Tax Update
Stay current on the changing tax landscape, COVID-19 relief initiatives, potential changes under President Biden’s administration, and more.
Lauren Haverlock | Partner, Moss Adams
Tracy Paglia | Partner, Moss Adams
Patty Mayer | Director, Moss Adams
Qi Wen Liang | Senior Manager, Moss Adams
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
Academic Partners
Emerging Academic Partner
Communications Sponsors
Membership Information