North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
|
The FEI Dallas Chapter membership directory is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with your FEI colleagues and chapter sponsors. Each member has a personal listing showing name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot. Information for the listing is downloaded from the FEI member database.
IMPORTANT
Work & Contact Information | Review and update by September 30, 2022
FEI members should visit the chapter website by September 30 to review and update your profile information. Log in using your FEI member credentials if you’re not already logged in, and click your name at the top of the page to go to your profile where you can view and update work and contact information, and other aspects of your FEI member record. Changes are reflected in both the chapter’s printed directory and at the online member directory. Note: You can update your member record at any time; however, updates by September 30th are ensured to be reflected in this year’s printed membership directory.
Headshots | Due by September 30 if you wish to add or replace your existing headshot
Headshots are invaluable in connecting with your FEI colleagues. Headshots in last year’s directory will be pulled forward unless a replacement is sent. We do not download images from the FEI website as web images are not print quality. Low-resolution images like your LinkedIn headshot will not work for print publications. FEI members who wish to add or replace your existing headshot should send a high-resolution image formatted for print to Sharla Hibberd, sharla.hibberd@feidallas.org by September 30.
|
|
|
Monthly meetings are held 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. Although the chapter schedules meetings year-round, there are no monthly meetings in December or from May-August when other special events are scheduled.
Information on previous meetings including recordings and presentation files (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
|
|
|
09.12.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Cyber Trends from the War in Ukraine
During times of conflict in the physical world, there is a significant increase in attacks in cyberspace too. With "Hacktivists," unofficial IT armies, and official cyber warfare teams establishing their allegiances, every organization should understand the evolving threat landscape. Join Check Point's Cyber Technology & Threat Lead as he explains recent developments in the cyber landscape as well as:
· Emerging attack trends from Eastern Europe
· Best security practices to secure your workforce
· Live demos of common hacks
Augusto Morales, PhD | Technology Lead, Check Point Software Technologies, Ltd.
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
The Great Slowdown – Navigating the Risks of a Recession
Economic activity is slowing due to high inflation and rising interest rates. Will the Federal Reserve’s response to spiking inflation send the economy into a recession? Or are we already in a recession? Can the Fed orchestrate a soft landing, avoiding a recession? This presentation will review numerous recession indicators and the risks of potential solutions. We will discuss key economic variables along with our 2022 and 2023 forecasts. Attendees will learn what is driving the economy and financial markets, the risks that are present, and potential scenarios that may play out.
KC Mathews | Executive Vice President / Chief Investment Officer, UMB
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation | Event details
Registration is closed for this event. Current members and chapter sponsors may contact Jackie Dunn for waitlist availability.
|
|
|
10.10.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting
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
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
|
|
|
2022-23 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter Meetings are held in person at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees via FEI’s online CPE Center.
2022
September 12
October 10
November 14
2023
January 9
February 13
March 6 | First Monday due to Spring Break conflicts
April 10
|
|
|
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. |
|
|
09.20.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
The Pros and Cons of Project Consulting
This program is presented by two executives who have based their careers on placing accounting and financial professionals on an interim, contract, and project basis in North Texas, regionally, and on a national basis. These two are company leaders – one a company Founder and one a working Partner in two Dallas based professional service companies. They are going to help the audience understand (1) the benefits of doing project work; (2) how to locate and price project and interim services; (3) what companies are looking for when they need a financial professional for a project; (4) how best to work with a project company; and (5) how best to project a professional image and approach at companies that use these services.
Kelly Harris | Founder & Partner, Harris & Dickey LLC
Ben J. Pinto, Jr., CPA | Partner & Director, Contract Services Division, 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
|
|
|
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
|
|
|
09.29.22 | 4:30-6:20 p.m. (Central) | 1 CPE
Healthcare CFO Series
Trends in Healthcare M&A
Maggiano’s at Willow Bend, 6001 W. Park Blvd., Plano, TX 75093
This program will feature a panel of Healthcare M&A professionals who will share their insights on the healthcare market & deal trends.
John Jamison | Director, Cowen
Matt Jameson | Managing Director, Assured Healthcare Partners LLC
Tom Ruane | Director, Havencrest
Will Fletcher | Director, Latticework Capital
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector
|
|
|
09.13.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: The Future Of Value‐Based Care And Managed Care Contract Strategies
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.
Jim Watson | Principal, BDO Healthcare Advisory
|
|
|
09.15.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Navigate Change with Operating Policies and Procedures
Explore strategies to implement strong operating policies and procedures that help support your organization through turbulent times.
Annie Rose Favreau | Senior Manager, Moss Adams
Tammy Lohr, CFE | Senior Manager, Moss Adams
Chelsea Ritchie, CPA | Senior Manager, Moss Adams
|
|
|
09.15.22 | 2:00 p.m. (Central) | No CPE | Presented by BDO USA, LLP
VIRTUAL EVENT
Planning For the Unplannable: The Future of Work for Women in Risk Management
Join BDO’s Women in Risk Advisory and DRI Foundation’s Women in Business Continuity Management as we explore the unique challenges and opportunities faced by women in crisis management, business continuity, and risk management – fields where unexpected events are the norm.
|
|
|
09.21.22 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
How to Be Certain About Your Leadership During Uncertain Times
If there was ever any doubt about the importance of a leader’s ability to navigate change and uncertainty, the last two years have made this necessity abundantly clear. Are we properly caring for and inspiring our employees? How can our words and actions impact those we manage? Are we emphasizing purpose, diversity, and inclusion within our teams? Leaders must continue to address complex and uncomfortable topics that many employees will still experience for a long time to come. This presentation will help attendees be certain about effective strategies for their leadership and tips to navigate today's changing workforce.
Ebony Butler | Director of Diversity, Learning & Development, BGSF
|
|
|
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.
|
|
|
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. |
|
|
Emerging Academic Partner |
|
|
|
FEI Dallas Chapter
P.O. Box 801363
Dallas, TX 75380-1363
|
|
Chapter Contact
214-789-8999
Creative Services
Sharla Hibberd
|
|
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.
|
|
|
|
|
|
|
