North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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FEI Dallas Invites its Executives to Serve as Mentors in the Financial Executive Experience Scholars Program!
The FEI Dallas Diversity & Inclusion Committee is pleased to announce the Financial Executive Experience Scholars Program for 2021-22. Similar to prior years, the program is being sponsored by Frost Bank.
FEI Dallas has asked its FEE Partners – The University of Texas at Dallas, University of North Texas, University of Dallas, Paul Quinn College, and Texas Women’s University – to submit their most outstanding accounting and finance undergraduate students for participation in this year’s program. Of these submissions, FEI Dallas will select approximately 30 FEE Scholars for the 2021-22 Academic Year.
The scholarship program offers a $500 scholarship to selected students who complete the program requirements which include being matched with a successful finance executive from FEI as a Mentor. The mentor will meet with their mentees at least three times over a period from November 15, 2021 through March 15, 2022. These visits can be virtual or in person depending on the pandemic comfort factor of the mentor and mentee. We encourage (though not required) at least one of the visits to be in person, preferably in the mentor’s workplace to help the mentee better appreciate a day in the life of a financial executive.
We anticipate that the mentor commitment will be a maximum of 6-8 hours over the 5-month program. In addition, both the financial executive and the scholars will be recognized at the FEI Dallas Chapter meeting on April 11, 2022.
To volunteer as a mentor, please reply TODAY to feementors@gmail.com to confirm your participation in this year’s program. The deadline for signing up as a mentor is Monday, October 18, 2021.
Key Dates
■ October 18, 2021 | Mentor sign-up deadline. Please email feementors@gmail.com to volunteer, using the Subject line “FEI Mentor”. Be sure to mention your full name, job title, company, and industry.
■ November 10, 2021 | Kickoff event at Frost Bank in Addison, students meet their mentors.
■ November 2021 – March 2022 | Students meet with their mentors three times over five months.
■ April 11, 2022 | Students and mentors are recognized at the regular Monthly Chapter meeting in April.
On behalf of the FEI Dallas D&I Committee, thank you for your consideration and participation!
If you have any questions about the FEE Scholar Program or mentoring in general, please feel free to contact anyone on the D&I Committee:
Dinesh Parbhoo, Chair
Sanjay Nara, Vice Chair
Wesley Richards, Committee Member
Scott Smaistrla, Past Chair & Advisor
Separately, the D&I Committee is looking to add a committee member. Please contact Sanjay Nara if interested in serving.
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The FEI Dallas Chapter membership directory is going to print soon and will be distributed in November. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing showing (as available in the FEI member database): name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot.
FEI Online Member Directory
FEI members also have 24/7 access to FEI’s online membership directory. Links are available at the FEI website, the Dallas Chapter website, and at the top of our newsletters and weekly Upcoming Events emails like this one. Member login required.
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Monthly Chapter Meetings in 2021-22 will be in person on 2nd Mondays at Northwood Club unless otherwise noted, starting with a Professional Development session followed by the Networking Social and Dinner Meeting. For the fall meetings (September-November) the two educational programs will be livestreamed via Zoom Webinar and eligible for CPE credit. Stay tuned for more information as plans for 2021-22 scheduling evolve. |
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10.11.21 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting | IN PERSON + Livestreamed Programs
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Programs are livestreamed via Zoom webinar and eligible for CPE credit.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed
Commercial Bankers Roundtable – A Retrospective & Prospective Look of Changing Relationships
A retrospective and prospective look at the impact of PPP and COVID-19 on loans, debt evaluation, and impact on banking relations. What bankers need from CFOs now.
Dan Rosencrans | President, Dallas Bankers Club (moderator)
Rachel Capps | SVP, Commercial Banking Group, Capital One Bank
Marc Farmer | SVP, Commercial Banking-Texas, UMB Bank
David Nakhleh | VP & Relationship Manager, Corporate Banking, Bank of Texas
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE | In Person
7:00-8:00 p.m. Keynote Presentation | 1 CPE | Livestreamed
Workforce Solutions for Justice-Involved Emerging Adults
Emerging adults, generally, have transition challenges. Those with criminal histories experience even more barriers to social mobility. Will these individuals be able to find livable wage employment, critical occupational skills, and housing? Yulise R. Waters, Esq. provides insight into the ConnectU2Jobs program, which provides justice-involved emerging adults with an earn to learn training program and employment opportunities.
Yulise R. Waters, Esq. | Deputy Director, Lone Star Justice Alliance
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
Registration for the IN PERSON meeting is closed. Chapter members and sponsors may contact Jackie Dunn to join the waitlist.
Registration for the VIRTUAL meeting is open through the start of the event.
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11.08.21 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting | IN PERSON + Livestreamed Programs
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Programs are livestreamed via Zoom webinar and eligible for CPE credit.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed
Behavioral Health, Your Company and You:
What It Is, Why It Is Important, and What You Should Know
Each of four panelists will take up to 10 minutes for a presentation on a specific behavioral health topic impacting businesses in North Texas. They will then take questions from the audience in a facilitated conversation for the remainder of the time. This will be a highly informative session with some of the foremost experts on their subject in Texas. They will cover a range of topics from business and personal perspectives to assist audience members as they navigate behavioral health issues in their workplaces.
■ Thomas Montgomery | President/CFO, Montgomery Capital Advisors (moderator)
■ Frank Webster, MD | Senior Medical Director, Behavioral Health, Health Care Service Corporation, parent of Blue Cross Blue Shield of Texas, Illinois, New Mexico, Oklahoma, and Montana
Subject: Behavioral Health and Your Healthcare Plan
■ Sherry Cusumano, RN, LCDC | Administrative Director of Community Education and Clinical Development, Medical City Green Oaks Hospital; immediate Past President, National Alliance on Mental Illness (NAMI), North Texas
Subject: The Anatomy of Crisis
■ Vanita Halliburton | Co-Founder and Executive Chairman, Grant Halliburton Foundation
Subject: The Cost of Silence
■ Kelly Rentzel | General Counsel, First Foundation, Inc.
Subject: Mental Health in the Executive Suite
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE | In Person
7:00-8:00 p.m. Keynote Presentation | 1 CPE | Livestreamed
The Business Case for Mental Healthcare and Mental Health in the Workplace
The onset of COVID with lockdowns and social isolation has exacerbated harmful trends in depression, anxiety, bipolar depression, suicide, substance use disorders, and absenteeism, intensifying their impact on the workforce and employers. This program will address the amazing work happening around the country and at the Meadows Mental Health Policy Institute (MMHPI) – a Texas-based nonprofit that provides nonpartisan policy and program research, development, and advice to state and local leaders towards a single goal: improving mental health care delivery in Texas. Dr. Keller will address behavioral health in the workplace, the significant role employers play in the health and wellness of their employees, and why that matters. Financial executives will come away from this talk with an understanding of the financial implications of behavioral health on the workplace and be inspired to be a part of mental health solutions in North Texas.
Andy Keller, Ph.D | President & CEO, MMHPI
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 information 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 will be livestreamed and eligible for CPE credit
September 13
October 11
November 8
2022
January 10
February 7 – First Monday
March 14
April 11
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12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs | SAVE THE DATE
Dallas Technology Breakfast 2021 | IN PERSON
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Sponsored by Grant Thornton LLP
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 information pending
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IMPORTANT CHANGES TO CAREER MANAGEMENT MEETINGS | Starting in August 2021, monthly Career Management meetings with FENG will be in person on the 3rd Tuesday of each month year-round. Meetings will be hosted by Bank of Texas at Sherry Lane Place in Dallas. in the ground floor conference room. Light food and drinks will be provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event.
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10.19.21 | 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.
Critical Communication Skills
It doesn't matter what you say. It only matters what they hear. So, how can we make sure we are "heard"? Communication is a combination of non-verbal and verbal cues that we must understand and utilize for effective communication to occur. Join us for this session all about communication, body language, and emotional intelligence. Communication is critical to success and we look forward to an engaging discussion. Learning objectives include how to turn communication challenges into opportunities.
Dr. Stevie Dawn | Professional Speaker / Coach / Shark
Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
CPE credit available to FEI members
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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 | IN-PERSON SOCIAL
September 21
October 19
November 16
December 21
2022
January 18
February 15
March 15
April 19
May 17
June 21
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For the 2021-22 year, SIG meetings in September will be virtual. Going forward, the SIGs may host in-person meetings which may be livestreamed for those who choose not to attend in person. |
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10.21.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Manufacturing/Distribution CFO Series | VIRTUAL
The U.S. Workforce Shortage & The Great Resignation
This program will cover the macro-economic labor shortage in the U.S., the increased employee turnover businesses have experienced over the last 12 months, and how companies are addressing this phenomenon.
Troy Skidmore | Director of Human Resources, Encore Wire
John Luke Spitler | Principal & CEO, Encompass Group
Steve Orr, Chief Investment Officer, Texas Capital Bank
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sector
Registration open until the start of the meeting
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10.27.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Energy CFO Series | VIRTUAL
ESG: What You Need to Know Now
This program will provide an overview of ESG, risks and benefits of ESG policies and disclosures, and how ESG is impacting the oil & gas industry and the financing of public and private companies.
Chris Reagen, Associate, Haynes and Boone, LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Energy sector
Registration open until the start of the meeting
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10.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Quarterly Technical Update – Q3 2021
Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q3 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
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10.13.21 | 12:15 p.m. (Central) | Presented by the University of Dallas
WEBINAR
UD Corporate Roundtable Series
Aviation Cybersecurity at Southwest Airlines
Join us as we hear from Michael Simmons, Managing Director & CISO of Southwest Airlines on "Aviation Cybersecurity at Southwest Airlines". In this discussion, Michael will provide an overview of the cybersecurity program at Southwest Airlines and how the entire aviation ecosystem is taken into account to address cybersecurity threats and risks. This virtual event will include Q&A and interactive discussion with Dr. Sandra Blanke, Director of Cybersecurity for the Gupta College of Business.
Michael Simmons, Managing Director & CISO, Southwest Airlines
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10.14.21-10.27.21 | Presented by Moss Adams
ONLINE CONFERENCE
2021 Building Opportunities Conference
Join Moss Adams for our 2021 Building Opportunity Conference for insight into trends and opportunities shaping the future of the built world. While the COVID-19 pandemic has had far reaching implications for individuals and companies alike, it has also ushered in the opportunity to rethink the way we do business. Our multiday virtual conference will cover how organizations can prepare for the future, seize new opportunities, and innovate to build back better. Explore the latest developments expected to impact the industry and economy and listen to thought-provoking panels featuring industry leaders who are introducing a new era of innovation to the built world.
10.05.21 | Keynote Session: The 2030 Opportunity
10.14.21 | Economic Update: Post-Stimulus Outlook
10.19.21 | Trends in Environmental, Social, and Governance Programs
10.20.21 | Commercial Real Estate Economic Update
10.27.21 | How Technology Advances Affect the Built World
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10.20.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Commercial Real Estate Economic Update
Join Moss Adams for a discussion on the commercial real estate economic outlook as businesses and consumers continue to adapt to and counter the COVID-19 pandemic. We’ll examine the impact on capital markets and commercial real estate for the next year and beyond. This discussion will cover critical issues affecting your business, including economic and big-picture macro trends and provide insight into the following developing topics:
– Capital market updates
– Operational and financial concerns
– Outlooks based on real estate type
– Updates on real-time data that address the COVID-19 pandemic and economic recovery
– Changing policies that could affect your real estate company
Ken Rosen | Chairman, Rosen Consulting Group
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10.20.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q3 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.
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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11.02.21 | 1:00 p.m. (Central) | 1.5 CPE | Presented by Moss Adams
ONLINE CONFERENCE
2021 State of the Union: Health Care
Join us for the first segment of our annual 2021 Health Care Executive Webcast Series. Presenter Ford Koles of The Advisory Board will provide insight into the aftermath of the COVID-19 pandemic. He’ll address key opportunities and challenges for the health care industry and steps you can take to prepare your organization for 2022.
Ford Koles | Vice President, National Spokesperson, The Advisory Board
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11.03.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
SaaS Companies: Tax Opportunities and Risks
Join us for our webcast in which we'll cover state and local tax updates as well as international tax considerations impacting SaaS companies. Our industry professionals will provide insight on how to do the following:
– Determine economic nexus
– Navigate the myriad sets of tax rules at the state and local level
– Navigate international obligations such as foreign withholding and consumption taxes, such as value-added tax (VAT)
Wakako Byer, JD | Partner, Moss Adams
Adam Cline, CPA | Partner, Moss Adams
James D. Robinson | Managing Director, Moss Adams
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11.04.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Not-For-Profit Accounting and Auditing Fall Update
Having a strong understanding of key regulatory developments and their potential effects on the not-for-profit sector is critical to navigate accounting and reporting requirements for your organization. Join us for our webcast in which we’ll address changes to auditing and accounting standards and how they could impact your not-for-profit organization. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, including:
– Accounting and financial reporting impacts of COVID-19
– Coronavirus Response and Relief Supplemental Appropriations Act, 2021 (CRRSAA)
– American Rescue Plan Act (ARPA)
– Upcoming accounting standard updates and potential effects on financial statements
– Uniform guidance considerations and single audit update
Matt Parsons | Partner, Moss Adams
Scott Simpson | Partner, Moss Adams
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11.09.21 | 2:30 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR SERIES
CMMI’s Vision of Future Payment Models and Value-Based Care
Join us for the premier keynote session of our 2021 Health Care Executive Webcast Series featuring Dr. Liz Fowler and Dr. Mark McClellan, moderated by Susan Dentzer. We’ll discuss the Center for Medicare and Medicaid Innovation’s (CMMI’s) vision of the future of payment models and value-based care.
Liz Fowler | Deputy Administrator and Director of the Center for Medicare and Medicaid Innovation, Centers for Medicare and Medicaid Services
Mark McClellan | Director, Margolis Center for Health Policy at Duke University
Susan Dentzer | Senior Policy Fellow, Duke-Margolis Center for Health Policy
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11.11.21 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams
ONLINE CONFERENCE
Annual Healthcare Conference 2021
Behavioral Health Transformation and Payment Reform
The COVID-19 pandemic exposed the nation’s overwhelming need to address behavioral health gaps and opened new doors to telehealth treatment and opportunities for payment parity. Join us for a discussion on transformation and payment reform in behavioral health. We’ll address payment parity at the federal and state levels, and how it’s impacting the continuum of care. Additionally, we’ll cover:
– Provide an overview of behavioral health parity across the US
– Discuss what’s happening at state levels to help guarantee commercial payers are covering treatment and leveraging telehealth services
– Explore innovation and upheavals, including consolidation, primary care integration, and new entrants to behavioral health
– Discuss how the pandemic changed how mental health is valued and treated
Patrick J. Kennedy | Former US Representative, US House of Representatives
John Arch | Nebraska State Senator
Shawn Coughlin | President and CEO, National Association for Behavioral Healthcare (NABH)
David Lloyd | Senior Policy Advisor, The Kennedy Forum
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12.08.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Fall Not-For-Profit Tax Update
Join us for our webcast exploring important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations. We’ll address the changing tax landscape and provide insight into COVID-19 relief initiatives, as well as the following topics:
– Potential changes under President Biden’s administration
– Congressional guidance
– Recent tax rulings and updates
– Proposed changes to donor advised funds
Pamela Alexanderson | Director, Moss Adams
Jane Coleman | Senior Manager, Moss Adams
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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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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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