North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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SUMMER PROFESSIONAL DEVELOPMENT SERIES |
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A very exciting Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, The University of Texas at Dallas, and Emerging Academic Partner Paul Quinn College. We are so grateful for their participation and contributions to FEI Dallas. Each university will determine if their event will be virtual or in person, and CPE credit will be offered for all programs. |
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06.30.22 | 7:30-9:45 a.m. | 2 CPEs | Registration deadline extended to Monday 6/27/22
Location: UT Dallas Jindal School of Management, 800 W. Campbell Rd., Richardson
Cost Volume Profit Analysis plus Technology in Healthcare
Presented by The University of Texas at Dallas
Cost-volume-profit (CVP) analysis is a method of cost accounting that looks at the impact that varying levels of costs and volume have on operating profit. CVP also known as breakeven analysis, looks to determine the breakeven point for different sales volumes and cost structures, which can be useful for managers making short-term business decisions. We will discuss the total cost equation, fixed and variable cost including sales price. In addition, we will look at several examples within various industries.
Technology and Healthcare is changing constantly and the costs keep rising. Technology has tremendously made advancements in all areas of healthcare and is the leading reason for increase in costs. It is also a leading reason for the difference in care between Rural and Urban centers. We will discuss does one price fix all and provide examples of potential changes coming soon.
Gil Sadka, Ph.D. | Associate Professor of Accounting
John Barden, CPA, CFE | Associate Dean/Clinical Professor, Executive Education, Naveen Jindal School of Management
Due to technical difficulties at the registration site, registration for this meeting has been extended through EOB Monday, June 27. FEI members and chapter sponsors who are unable to register online may contact Jackie Dunn at jackie.dunn@feidallas.org to register.
Parking permits are required and will be distributed to registered attendees prior to the event.
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07.20.22 | 7:30-10:00 a.m. | SAVE THE DATE
Presented by Paul Quinn College
Location: Paul Quinn College, Dallas
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08.03.22 | 7:30-9:30 a.m. | 2 CPEs | SAVE THE DATE
Presented by the University of Dallas
Location: University of Dallas, Irving
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08.16.22 | 8:00-10:30 a.m. | 2 CPEs | SAVE THE DATE
Presented by the University of North Texas
Location: UNT Inspire Park, Frisco
Metaverse: The Next Frontier of Digital Transformation?
Presented by the University of North Texas
Digital transformation is the integration of technology into all areas of a business. For those organizations that do it correctly, it can change how they delivery value to their customers. The next frontier of digital transformation promises to be the Metaverse. In this session, we will first cover the process of digital transformation and the benefits it can provide. We will then bring some clarity to the notion of the Metaverse, and discuss how business organizations are positioning themselves to gain a foothold within the virtual realm in an attempt to gain a competitive advantage.
James Parrish, Ph.D. | Assistant Professor, Department of ITDS, G. Brint Ryan College of Business
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Newest Postings!
Winter Social: The Glamorous Era of Travel at the Frontiers of Flight Museum | February 19
Spring Social: Wine Tasting at the Dallas Arboretum | April 5
Spring Social: Golf Tournament at Cowboys Golf Club | May 2
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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. |
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Monthly Chapter Meetings are in person on 2nd Mondays at Northwood Club in North Dallas 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.
Information on previous meetings including recordings (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
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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. |
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07.19.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | IN PERSON
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
Power Your Next Job Search...A Proven Systematic Approach
Job search got you down? Join us for a practical approach to assure you are maximizing the different resources available for your search. In this session you will learn:
· A proven, systematic approach to maximize success in your job search
· The specific areas to focus on during a high-level search
· Practical tips to assure you are spending your time wisely
· The different resources available to you and how to use them.
Sharon Lukich, CPA | Partner and Director, Business Development, Thomas Edwards Group
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
CPE credit available to FEI members with advance registration, FENG members are not eligible for CPE
Pre-registration at the FEI Dallas Chapter website required for CPE eligibility | Registration information pending
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2022-23 FEI Dallas Career Management Monthly Meeting Schedule
FEI Dallas Monthly Career Management Meetings are held in association with The Financial Executives Networking Group (FENG).
2022
July 19
August 16
September 20
October 18
November 15
December 20
2023
January 17
February 21
March 21
April 18
May 16
June 20
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06.28.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Economic Update and Real Estate Industry Q&A
Stay ahead of critical issues impacting the real estate industry including operational and financial concerns, inflation, and more.
Kelvin Tetz, CPA | National Practice Leader, Real Estate, Moss Adams
Ken Rosen | Chair and Professor Emeritus, Berkeley Haas Fisher Center for Real Estate and Urban Economics
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06.28.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Lease Accounting for Energy Companies
Explore key updates to ASC 842, Leases—including accounting challenges—and how this could impact your energy company.
Greg Kowieski, CPA | Partner, Moss Adams
Jordan Whitten, CPA | Partner, Moss Adams
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06.28.22 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Navigate Payment Card Industry (PCI) DSS 4.0 Requirements
Stay ahead of updated Payment Card Industry (PCI) compliance requirements and why you should implement changes sooner rather than later.
Jonathan Smith, CISSP, CISA, PCI QSA | Partner, Moss Adams
Francis Tam, CPA, CISM, CISA, CITP, CRISC, PCIP, PCI QSA | Partner, Moss Adams
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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
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07.13.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q2
Join us as we discuss developments that occurred during the second quarter of 2022 with respect to various topics in accounting and financial reporting.
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07.14.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Wine, Beer, Spirits – Value Growth and Transaction Readiness
Learn what buyers look for, what takes place during a transaction, and ways to position a wine, beer, or spirits business for sale.
Colten Christianson, CFP | Partner, Moss Adams
Arnie McClellan, CPA | Partner, Moss Adams
Gassen Mosbahi, Partner | Moss Adams
Derek Groff, ASA, CFE | Director, Moss Adams
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07.20.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q2 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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07.21.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Leverage Internal Audit to Achieve Organizational Goals
Explore strategies to expand your internal audit program so your organization can reduce risk, strengthen controls, and enhance performance.
Colleen Rozillis, PMP | Partner, Moss Adams
Halie Garcia, CPA, CIA | Director, Moss Adams
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07.28.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Governmental Accounting Standards Board Update
Navigate Governmental Accounting Standards Board (GASB) changes and learn how they could impact your organization’s accounting and reporting requirements.
Amanda McCleary-Moore, CPA | Partner, Moss Adams
Ashley Osten, CPA | Partner, Moss Adams
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08.04.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
R&D Tax Credits: Food, Beverage, and Agribusiness Companies
Navigate R&D tax credits available to food, beverage, and agribusiness companies and qualified expenses and activities these credits can apply to.
Josh Harbin, CPA | Senior Manager, Moss Adams
Liddy Steele, JD, LLM | Senior Manager, Moss Adams
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08.18.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Economic Update: A Potential Return to Low Inflation
Explore pandemic considerations and policy responses, regional outlooks, how the Federal Reserve is attempting to combat inflation, and more.
John W. Mitchell | Owner, M&H Economic Consultants
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08.25-26.22 | 10.5 CPEs | Presented by Moss Adams
CONFERENCE | The Westin Denver Downtown
2022 Telecommunications Management Conference
Explore key success strategies to help you compete and stay ahead of change in an increasingly complex telecommunications industry.
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09.13.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: September 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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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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