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

FROM THE PRESIDENT

Ron Rushing FEI Dallas Chapter President This past year was not the year we expected but I am proud that we adapted to keep FEI Dallas relevant and useful for our members and sponsors. I hope that as more of us are fully vaccinated, we can get back to our normal large gatherings. I miss seeing all of you! Read more

Connecting With Your FEI Dallas Chapter Colleagues

MONTHLY CHAPTER MEETINGS

It is anticipated that In-Person + Virtual meetings will continue throughout the 2020-21 year. Existing COVID safety practices for in-person meetings, including attendance guidelines, will remain in place until further notice. Virtual attendance is not limited. Please note that monthly meetings for the remainder of 2020-21 will be on 2nd Tuesdays.

04.13.21 | SAVE THE DATE | Date change to 2nd Tuesdays in 2021 Monthly Chapter Meeting | IN PERSON & VIRTUAL 4:00-5:15 p.m. Professional Development Session | 1.5 CPEs Different Priorities at Different Stages of Life – Perspectives and Priorities of the Millennials and the Baby Boomers The Millennial generation is known for being tech-savvy, pursuing their passions, and disrupting many industries. They're also known for shouldering multiple financial burdens specific to their generation: coming of age during the two recessions of the financial crisis and now COVID, student loan debt, inflating living costs, unexpected expenses, and needing to save more for life milestones.     On the end of the spectrum, many financial executives are hard-charging, “Type A” personalities that burn the candles on both ends throughout their working career over many decades. Yet most will eventually make a major life transition into the golden years of retirement, where things may slow down and new priorities and possibilities emerge. While it sounds fun and easy, some find this transition challenging for a variety of reasons. Eventually, we reach our final years. Along the way, many of us will help parents or other relatives who are approaching their final years even sooner.     Many in the workforce are dealing with one or more of these life topics, and there is a clear correlation into employee productivity and effectiveness.  Jonathon Fite, President, Professional Development Institute, University of North Texas Janet Bodnar, Editor-at-Large & former Chief Editor, Kiplinger’s Personal Finance Suzanne Asaff Blankenship, Author, How To Take Care of Old People Without Losing Your Marbles   5:15-6:00 p.m. Networking Social 6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE Using Your Core Values to Navigate an Ever-Changing Landscape Wingstop's journey through the COVID-19 crisis has been anchored in its core values of being Authentic, Service-minded, and Entrepreneurial, or what the company calls The Wingstop Way. Through a focus on team, service, guests and community, Wingstop managed to drive strong performance and committed to giving back to restaurant workers and communities in need during this time. Hear from Charlie Morrison on how his team came together to manage through a crisis and develop strategic planning for the months and years ahead. Charlie Morrison, Chairman & CEO, Wingstop Inc.   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 | Event details and registration

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 - Date change to 2nd Tuesdays January 12 February 9 March 9 April 13

SPECIAL EVENTS

Due to social distancing restrictions in effect earlier this year, the Winter Social, typically a dinner party held in person in late February, is now scheduled for Saturday, May 22: “Around the World Culinary Tour Dinner Party,” an in-person dinner party with entertainment. The 2021 Spring Social: Golf Tournament & Wine Tasting was rescheduled from April 26 to Monday, June 14, at Prestonwood Country Club. All activities will be in person and outdoors. Look for further details as they become available.

05.22.21 | SAVE THE DATE Around the World Culinary Tour Dinner Party | IN PERSON Venue Forty50 (Addison) | Cocktail Attire | Title Sponsor: Marsh & McLennan Agency This special dinner event replaces our annual Winter Social which is typically held in person in February. With the social distancing restrictions in effect at that time it was decided to postpone to the spring. Save the date and stay tuned for more details!   6:00-7:00 p.m. Cocktail Hour 7:00-8:30 p.m. “Around the World Culinary Tour” Dinner 8:00-11:00 p.m. Dancing and entertainment by Time Machine Band Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. All invitations are +1 for spouse/partner/date but not a business colleague for the purpose of business development. Pre-registration at the FEI Dallas Chapter website required | Registration information pending

06.14.21 | SAVE THE DATE | Rescheduled from 04.26.21 Spring Social 2021 – Golf Tournament & Wine Tasting | IN PERSON The Clubs of Prestonwood – Creek Course & Clubhouse | All activities will be outdoors Sponsorships available! 10:00 a.m. Golf check-in opens, lunch available 11:00 a.m. Putting Contest 12:30 p.m. Golf Tournament, shotgun start, 6-player scramble 2:30-3:30 p.m. Golf Clinic for those not participating in the Golf Tournament 3:45-6:00 p.m. Wine Tasting featuring Texas wines: “Texas Republic – Come and Take It!” 5:30-8:00 p.m. Reception/Dinner Open to FEI Dallas Chapter members, Chapter Sponsors and Event Sponsors Pre-registration at the FEI Dallas Chapter website required | Registration information pending

CAREER EVENTS

Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.

04.27.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE Monthly Career Management Meeting with FENG   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

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

SPECIAL INTEREST GROUPS

For the remainder of the 2020-21 year, if the Dallas Chapter may host in-person meetings by spring, the SIGs mayhost in-person events which will be simultaneously streamed for people who choose not to attend in person. CPE credit will be available subject to attendance criteria. Networking activities will be conducted before the meetings via Zoom breakout rooms. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology.

04.06.21 | 4:30-5:50 p.m. (Central) | 1 CPE  Technology CFO Series | VIRTUAL Exit Strategies: SPAC, IPO, or Private Equity – Which One Is Best for You? Some of the best in the industry will discuss structures to consider in your exit strategy. One such option is a SPAC (Special Purpose Acquisition Company), a concept originally introduced in the early 1990s have been increasingly popular with a record raise of $82 Billion in 2020. SPACs can often be less expensive than a traditional IPO. Private Equity Transactions are very common in the middle and lower middle markets, and as such, may at times be a precursor to the executing on a SPAC or IPO. The panel will discuss these three structures including the mechanics, governance and management of planning and execution. Findley Gillespie, CPA, Partner, Moss Adams Chris Babcock, Partner, Foley & Lardner LLP Zane Tarence, Partner & Managing Director, Founders Advisors Technology Practice Melinda Lawrence, Experienced Technology CFO (moderator)   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

04.08.21 | 4:30-5:50 p.m. (Central) | 1 CPE  Manufacturing/Distribution CFO Series | VIRTUAL Industry 4.0 – A Guide to Next Gen Manufacturing What is Industry 4.0 and where do you start? Get a high-level overview of the latest in manufacturing, see examples of Industry 4.0 at work, and find ways to incorporate aspects of 4.0 in your manufacturing facilities. Mark King, Chairman & CEO, Micropac Industries, Inc. Chris Tedford, President / General Manager, Automatic Products Corporation Clay Kehrer, President, Sterling Fabrication   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

04.14.21 | 4:30-5:50 p.m. (Central) | 1 CPE Retail & Restaurant CFO Series | VIRTUAL 2021 Technology in Retail, What’s Trending? David Matthews is the founder and managing director of RevTech Ventures. RevTech Ventures is an early stage venture capital firm that invests in retail technology.  RevTech Ventures invests capital in technologies and concepts that help the retail industry adapt in the age of Amazon.  David will discuss current trends in the retail technology space, past success stories of realized investments and the current climate in the capital raising environment for RevTech Ventures.  David Matthews, Managing Partner, RevTech Ventures   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Retail & Restaurant sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

04.21.21 | 4:30-5:50 p.m. (Central) | 1 CPE Energy CFO Series | VIRTUAL The Roadmap to Net Zero 70,000TWH of energy are used each year by humanity, which will rise to 115,000TWH by 2050. Yet 2050’s energy system can be fully decarbonized two times over. The most economic roadmap costs $3 trillion per year, or $42/ton of CO2 abatement, and still uses 85Mbpd of oil and 375TCF of gas, combined with a new $5 trillion market in transition technologies.    Rob West, CEO of Thunder Said Energy, the research consultancy into energy technologies, will present these conclusions from over 100 research notes and 500 data files published by the firm.. Rob West, Analyst & CEO, Thunder Said Energy   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Energy sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

PARTNER EVENTS

04.08.21 | 12:00 noon (Central) | Presented by Weaver WEBINAR 2021 Oil & Gas Outlook: A Focus on Digital Infrastructure Oil and gas leaders are facing new challenges in 2021 and must remain focused on operational efficiency to stay competitive. With insight from industry leader Dan Pickering, with Pickering Energy Partners, this session includes professionals from P2 Energy Solutions and Weaver discussing ways to harness complexities of business through the use of new technology. Join our live panel discussion for a closer look at the industry outlook for 2021 and beyond. Our panel will also discuss cost saving measures and how accelerating digital transformation in your business can help streamline processes, reduce operational costs and build long-term organizational flexibility. Featured Speaker: Dan Pickering, Chief Investment Officer, Pickering Energy Partners  Panelists: Brandon Elam, Vice President Accounting Solutions, P2 Energy Solutions Alyssa Martin, National Strategy Leader, Large Market and Public Entities, Weaver Moderator: Brian Thomas, National Practice Leader, Advisory Services, Weaver Event details and registration

04.13.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Medicare Wage Index and Occupational Mix Survey Update 2022 Join us for an overview of the federal fiscal year (FFY) 2022 Medicare wage index and occupational mix survey update. Our webcast will also feature an update from the latest Medicare wage index and occupational mix public-use files released by Centers for Medicare and Medicaid Services (CMS) in advance of the issuance of the FFY 2022 IPPS preliminary rule expected to be released in April 2021. Industry specialists will also cover other key topics, including: – The importance of filing Medicare wage index information in a compliant, robust manner – The Medicare wage index timeline process – How using occupational mix survey data impacts processes – Potential reimbursement issues for hospitals and non-hospital entities Glenn Bunting, Director, Moss Adams Andrea Krol, Manager, Moss Adams Event details and registration

04.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Quarterly Technical Update – Q1 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update - Q1 2021" webinar continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments. Adam Brown, National Assurance Managing Partner, BDO USA, LLP Paula Hamric, National Assurance Partner, BDO USA, LLP Amy Rojik, National Assurance Partner, BDO USA, LLP Event details and registration

04.15.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Accounting Trends for Financial Leaders | “Don’t Be Alarmed, Definitely Be Aware” This webinar will focus on recent accounting updates and trends associated with the unprecedented changes to both the economic and political environment. Both the U.S. and global economies have changed significantly due to COVID-19. As a result, the SEC has released over 50 statements, orders and interpretations in response to the COVID-19 crisis. Additionally, the change in the presidential administration is anticipated to significantly impact the federal government’s views and priorities, including significant changes to environmental and social disclosures. And these updates are not likely to be the last, as we expect additional regulatory changes to follow. Jared Benedict, Executive Director of Accounting & Transaction Services, MorganFranklin Consulting Erica Baker, Partner, Vaco San Antonio Event details and registration

04.15.21 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Panel Discussion: IT Risks Impacting Financial Reporting Business email compromises are currently at their highest levels ever, and COVID-19 is accelerating digital transformation for many organizations. While the Securities Exchange Commission (SEC) has given some Sarbanes-Oxley (SOX) relief to nonaccelerated filers, enforcement looms under the California Consumer Privacy Act. Join us for our webcast to learn how companies are increasing competitiveness through adopting strategies that address changing IT risks, new regulations, and talent shortages. Industry specialists will share first-hand experience into mitigating these issues as well as actionable takeaways to address the following topics: – The cost of compliance for finance, internal audit, and IT departments – Expense and hiring issues related to employing people with relevant IT risk experience – Strategies to efficiently and effectively refresh IT risk assessments and controls Jason Emmons, Partner, Moss Adams Derek Thomas, Sr. Director for Cybersecurity Internal Audit, Hewlett Packard Enterprise Justine Phillips, Partner, Sheppard Mullin Richter & Hampton John Caruthers, Business Information Security Officer, EVOTEK Event details and registration

04.20.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams WEBINAR The Space Economy: Growth, Challenges, and Achievements Before the COVID-19 pandemic, the global space economy was a $366 billion enterprise that was expected to triple to $1.4 trillion within a decade. While the sector has continued to grow, many companies have pivoted their operations to stay competitive in the pandemic. Join us for a virtual discussion covering economic trends and their short- and long-term impacts on the space industry. Specialists will also cover the impacts on global industries like the space economy, individual firms, and the supply chain that fuels this growing economic sector. Curt Blake, President and CEO, Spaceflight Bob Hodgkiss, President and CEO, Hodgkiss Consulting LLC Matt Kuta, President and COO, Voyager Space Holdings Ryan Murphy, Cofounder, KAL Capital John Tysseling, Director, Moss Adams Event details and registration

04.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Q1 2021 International Financial Reporting Standards (IFRS) Quarterly Update 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 Event details and registration

04.21.21 | 6:00 p.m. (Central) | No CPE | Presented by FEI Sacramento Chapter WEBINAR Tenets of Leadership: Fireside Chat with Andrej Suskavcevic, FEI President & CEO Today's leaders need to adapt to a rapidly changing workplace, and leadership qualities that were "tried and true" need to evolve as well. During this fireside chat session Andrej Suskavcevic, FEI's President and CEO, will share his perspectives on the principles that guide him in striving to be a great leader, and how you might apply and employ them to professionally advance. Andrej Suskavcevic, President & CEO, Financial Executives International Event details and registration

04.27.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 IA Webinar Series: Corporate Social Responsibility: Reporting on Environmental, Social and Governance (ESG) The concept of sustainability is not new. However, over the last couple of years we have seen an increase in demand for transparency around organizations’ corporate social responsibility, especially as related to diversity and inclusion efforts. Reporting on ESG is important to many stakeholders including investors, customers, employees and partners. This session will explore ESG practices and associated risks and how all contribute to a company’s full risk profile. Shanna St. Martin, Managing Director, Risk Advisory Services, BDO USA, LLP Alejandro Anievas, Director, Risk Advisory Services, BDO USA, LLP Event details and registration

04.29.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR A National Credit Union Administration Regulatory Update Join us for a webcast offering high-level coverage of the National Credit Union Administration’s (NCUA) current examination and supervision priorities. Presenter Greg Marshall, a NCUA national training specialist, will discuss details of the NCUA’s recently updated supervisory priorities that reflect COVID-19-related economic conditions. He’ll also provide insight into the following topics: – Statutory and regulatory changes that have occurred since March 2020 – Activities that pose an elevated risk to credit unions given the current environment – 2021 priorities for NCUA examinations and details on areas of examination emphasis – NCUA current posture related to examinations and supervision Greg Marshall, National Training Specialist, NCUA Event details and registration

05.04.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Top Credits for Architects, Engineers, and Construction 2021 offers several tax credits and incentives companies in the architecture, engineering, and construction (AEC) industries can turn into positive cash flow to grow their businesses. This webcast will outline four specific credits and incentives AEC companies are uniquely positioned to benefit from, how to qualify for each, and the nuances between taking each credit. Topics include the following: – R&D tax credits – Internal Revenue Code (IRC) Section 179D Energy Efficient Commercial Building Deduction – Employee Retention Tax Credit – Work Opportunity Tax Credit Shane Hunt, Senior Manager, Moss Adams Kyle Sund, Senior Manager, Moss Adams MaryCaitlin Willcuts, Manager, Moss Adams 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

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