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.
SPECIAL BENEFIT FOR FEI DALLAS MEMBERS: Bring your financial staff at no charge! See instructions for Guests at the registration site.
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06.30.22 | 2 CPEs
Cost Volume Profit Analysis plus Technology in Healthcare
Presented by The University of Texas at Dallas
CPE processed through FEI’s CPE Center once credits are released.
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07.20.22 | 7:30-10:00 a.m. | 2 CPEs
Location: Paul Quinn College, 3837 Simpson Stuart Rd., Dallas
Transforming a Community, Providing Opportunities
Presented by Paul Quinn College
Join us for a morning to hear how Paul Quinn College, a private, four-year, liberal arts-inspired college that was founded on April 4, 1872, is achieving their mission to “provide a quality, faith-based education that addresses the academic, social, and Christian development of students and prepares them to be servant leaders and agents of change in the global marketplace.” You will have an opportunity to see the campus on a private bus tour and hear how they are using their college work program to better the student experience. Lastly, you will hear from the President of Paul Quinn, Dr. Michael Sorrell, as he discusses innovative and transformational leadership, both as it applies to how the college is bettering the community and preparing students for the future, but also key takeaways that attendees can use to better manage their business, especially in these times of constant change.
Dr. Michael J. Sorrell, Esq. | President
Camille Ehlers | Associate Director, Corporate Work Program
Ashley Hamilton | Work Program Director
Kelsel Thompson | Manager for External Affairs
Jennifer Vidrine | Adjunct Professor
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08.03.22 | 7:30-9:45 a.m. | 2 CPEs | SAVE THE DATE
Location: University of Dallas, SB Hall, Room 122 Multi-Purpose Room, Irving
FASB Update: Status of Current Projects, Future Projects, and Standards Under Post-Implementation Review
Presented by the University of Dallas
The FASB Update session will provide you with the standard setting process status of current projects, changes to FASB’s technical agenda, and possible future projects resulting from the FASB’s recently issued 2021 FASB Agenda Consultation Report. Once new standards are issued, FASB initiates a post-implementation review process (PIR). Currently, Topics 606 (Revenue), 842 (Leases), and 346 (Credit Losses) are under PIR, and the PIR stage of each of these topics will be discussed.
Susan Rhame, Ph.D., CPA | Interim Dean and Associate Professor of Accounting, Gupta College of Business
Jennifer Bannister, Ph.D., CPA | Assistant Professor of Accounting, Gupta College of Business
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08.16.22 | 8:00-10:30 a.m. | 2 CPEs | SAVE THE DATE
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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Monthly Chapter Meetings will resume in September for the 2022-23 chapter year. In the meantime, FEI Dallas has many events scheduled over the summer months for education, socializing, and keeping your FEI network vibrant. |
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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 and presentation files (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
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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
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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
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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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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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