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

Free, Rapid At-Home COVID-19 Tests Available As a service to FEI members, sponsors and their companies, we are providing the following information for the benefit of you, your families, and your colleagues. Please feel free to forward it as you deem appropriate.    The federal government recently announced it would begin distributing free, rapid at-home COVID-19 tests to Americans. Starting January 19, each household is eligible to order a package of four free tests from CovidTests.gov. Tests will typically ship within 7-12 business days.     Further, as of January 15, private insurance companies are required to cover at-home COVID-19 tests, eight free at-home tests per covered individual per month. For more information, see this fact sheet or visit CovidTests.gov.

Call for Nominations | FEI Dallas Chapter Officers 2022-23 Nominations are open through January 31, 2022 for the following 2022-23 FEI Dallas Chapter officer positions:    President  First Vice President (Programs)  Second Vice President (Membership)  Treasurer | Secretary    To nominate an FEI Dallas Chapter member in good standing for a chapter officer position, please first confirm that the nominee is willing to serve in the position for which they are being nominated, and then submit your nominee by email to nomination@feidallas.org. Self-nominations are accepted. The Nominating Committee in coordination with the Chapter President and Incoming President will review nominees, and the recommended Slate of Officers will be presented to chapter membership in March for online voting. Election results will be announced at the April 2022 monthly chapter meeting.

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Starting in January, programs will no longer be livestreamed for virtual attendance. Meetings start 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.

02.07.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Note date change to first Monday due to holiday conflict Registration open through Monday, January 31, 2022   4:00-5:15 p.m. Professional Development Session | 1.5 CPEs KPMG Annual Accounting and Tax Update This course will provide an overview of key financial reporting issues and trends and an update on tax hot topics, including anticipated and enacted changes of the Biden administration, changes to the R&D tax credit, and remote working tax and operational considerations.   Michael Nesta | Partner, KPMG LLP Noel Ellison | Principal, Tax, KPMG LLP Michael Fishman | Partner, Tax, KPMG LLP Andrew Brannon | Managing Director, Tax, KPMG LLP   5:15-6:20 p.m. Networking Social 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE The Virtuous Leader It is encouraging that there has been so much focus in business schools on ethical principles, ethical decisions, and corporate actions of social responsibility. But there is a deeper issue that has not received as much attention: the character of the leader and the virtues that make a leader one of good character. This presentation will focus on what it means to be a leader of good character, and why that matters so much for the corporations he or she leads as well as for those the corporation serves. Jonathan J. Sanford, PhD | President / Professor of Philosophy, University of Dallas   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 | Event details and registration

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 | Meetings are IN PERSON ONLY, no virtual option unless otherwise indicated January 10 February 7 – First Monday due to holiday conflict March 14 April 11

SPECIAL EVENTS

02.19.22 | 6:00-11:00 p.m. (Central) Winter Social 2022 | IN PERSON The Glamorous Era of Travel  | Dinner Party Frontiers of Flight Museum – Dallas Love Field  Title Sponsor: MarshMcLennan Agency   Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. Invitations are +1 for spouse/partner/date but not a colleague for the purpose of business development. COVID safety protocols in effect. Pre-registration required | Event details and registration

04.05.22 | Evening event | SAVE THE DATE Spring Social | Wine Tasting Dallas Arboretum, 8525 Garland Rd., Dallas, TX 75219   05.02.22 | SAVE THE DATE Spring Social | Golf Tournament Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051

CAREER EVENTS

Monthly Career Management meetings with FENG are virtual until further notice. 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.

02.15.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs  Monthly Career Management Meeting with FENG | VIRTUAL Career meetings will be virtual until further notice.   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

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 | SOCIAL September 21 October 19 November 16 December 21 | HOLIDAY HAPPY HOUR   2022 | Virtual until further notice January 18 February 15 March 15 April 19 May 17 June 21

SPECIAL INTEREST GROUPS

01.27.22 | 5:00-7:30 p.m. (Central) | 1 CPE Real Estate CFO Series | IN PERSON The Future of Commercial Office Space – Has There Been a Shift? Dallas Country Club, 4155 Mockingbird Ln., Dallas Panel discussion on the impact of the Pandemic shifting the workplace from the office to an alternative location. Has this resulted in a permanent change in the commercial office space? Paul E. Hendershot | Market Economist, CoStar Greg Greene | Senior VP, CBRE John Marshall | Executive VP, McGriff Will Hendrickson | Senior Managing Director, Dallas, Granite   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration

02.24.22 | 4:30-6:30 p.m. (Central) Technology CFO Series | IN PERSON Update on Blockchain Technology – Including Cryptocurrencies  and Non-Fungible Tokens (NFTs) Moss Adams First Floor Conference Room, 14555 Dallas Pkwy., Dallas Blockchain is an immutable database of information to manage businesses, and is the technology that allows Cryptocurrency to exist and Non-Fungible Tokens (NFTs) to be created, and has been more important every day. This presentation will provide details about Cryptocurrency and NFTs, and related business, ethical, and tax issues so you are better prepared to help your clients. There are international legal issues as governments around the world are trying to cope with new laws required to protect Cryptocurrency and NFTs.   Natalie Smolenski | Head of Business Development, Hyland Innovation Laura Ganoza | Partner, Foley & Lardner LLP Peter Vogel | Of Counsel, Foley & Lardner LLP 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

PARTNER EVENTS

01.27.22 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Valuation Audit Readiness for Private Equity Funds BDO invites you to join our 1-hour virtual webinar –Valuation Audit Readiness for Private Equity Funds –on Thursday, January 13th at 12:00 PM EST intended for CFOs, controllers, and finance teams of private equity firms. Nick Maroules | Assurance Partner, BDO USA, LLP Dale Thompson | National Technical Partner, Asset Management & Financial Services. BDO USA, LLP Donna Lobete | Senior Manager, Valuation & Business Analytics, BDO USA, LLP Jeff Bilsky | Partner, National Tax Office, BDO USA, LLP Verenda Graham | Partner, National Private Equity Tax Leader, BDO USA, LLP Event details and registration

01.27.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Navigating the Stimulus Funding Compliance Requirements This webinar provides participants an opportunity to gain the latest information on how to avoid the compliance pitfalls associated with single audits and how to comply with all relevant rules and regulations. Lee Klumpp | National Professional Practice Partner, Nonprofit & Government Industries, BDO USA, LLP Carla DeMartini | National Professional Practice Partner, Nonprofit & Healthcare Industries, BDO USA, LLP Tammy Ricciardella | Professional Practice Director, Nonprofit, BDO USA, LLP Stacey Powell | Professional Practice Director, Government, BDO USA, LLP Sam Thompson | Professional Practice Director, Government, BDO USA, LLP Event details and registration

02.01.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR BDO’s Life Sciences Governance, Risk & Compliance Webinar Series: Data Privacy & Governance If there's one issue that's top of mind for life sciences executives, it's data privacy. Life sciences organizations are collecting and consuming more protected health information (PHI) than ever before. Mark Antalik | Managing Director, Governance, Risk & Compliance, BDO USA, LLP Event details and registration

02.08.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR SPAC Spotlight: Industry and Tax Considerations for Going Public In the second of this two-part series, we’ll go over the tax considerations for companies looking to go through a SPAC and explore why technology companies have engaged in a disproportionately high number of SPAC compared with other industries. Demetrios Frangiskatos | Co-leader of BDO’s SPAC Assurance Practice, BDO USA, LLP (moderator) Scott Hendon | National and Global leader, Private Equity Practice, BDO USA, LLP Aftab Jamil | National Leader, Technology Practice, BDO USA, LLP Richard Liebman | Managing Director, Tax, BDO USA, LLP Event details and registration

02.23.22 | 10:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR Environmental & Social Governance in Private Equity Of the factors changing the business landscape, the fundamental shift in mindset occurring around the convergence of environmental, social and governance (ESG) issues is taking center stage. ESG is at the forefront for organizations of all types and their diverse set of stakeholders. Karen Baum | Partner, National Advisory Services, BDO USA, LLP Maria Carradice | Managing Director, Mayfair Equity Partners Justin Catalano | Group Head of Private Equity, Fengate Asset Management Peggy Roberts | Managing Partner, Riverside Capital Appreciation Fund 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

Emerging Academic Partner

Communications Sponsors

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

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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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