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

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MONTHLY CHAPTER MEETINGS

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. 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

09.12.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE Monthly Chapter Meeting | IN PERSON 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 Hack. 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  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

FEI MEMBER DIRECTORY | Members-only access

FEI DALLAS PHOTO GALLERY | Public access

SUMMER PROFESSIONAL DEVELOPMENT SERIES

Our Summer Professional Development Series concludes with the final program this week. We are grateful to our Academic Partners for developing and hosting these special programs for the benefit of our members and sponsors, and hope those who attended walked away with increased knowledge and insights to benefit your personal and professional growth.                                            Please take an opportunity soon to thank our Academic Partners! University of Dallas University of North Texas The University of Texas at Dallas Paul Quinn College | Emerging Academic Partner

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.

07.20.22 | Up to 2 CPEs Transforming a Community, Providing Opportunities Presented by Paul Quinn College CPE processed through FEI’s CPE Center once credits are released.

08.03.22 |. | 2 CPEs  FASB Update: Status of Current Projects, Future Projects, and Standards Under Post-Implementation Review Presented by the University of Dallas CPE processed through FEI’s CPE Center once credits are released.

08.16.22 | 8:00-10:30 a.m. | 2 CPEs Metaverse: The Next Frontier of Digital Transformation? Presented by the University of North Texas CPE processed through FEI’s CPE Center once credits are released.

CAREER EVENTS

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 | SAVE THE DATE 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.   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 pending

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

PARTNER EVENTS

08.23.22 | 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 Event details and registration

08.23.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Private Equity Funds Update Manage a private equity fund in times of high inflation, potential recession, and accounting, regulatory, and tax changes. Syed Rizvi, CPA, CFA, CAIA, ABV | Partner, Moss Adams Brittain Cunningham, CPA | Director, Moss Adams Sterling Smith, CPA, CFA | Director, Moss Adams Jason Munn, CPA | Partner, Moss Adams Dylan Peters, CPA | Senior Manager, Moss Adams Sheetal Sewal, CPA | Partner, Moss Adams Stuart Myhill, CPA | Partner, Moss Adams Event details and registration

08.24.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Health Care: Cybersecurity Risk Is a Business Risk Health care organizations are a common target for cybercriminals. Explore the threat landscape and strategies to mitigate cybersecurity risk. Troy Hawes | Managing Director, Moss Adams Event details and registration

08.24.22 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR NetSuite Controls and Compliance Strategies Explore NetSuite’s out-of-the-box features and Strongpoint’s automated solutions to meet audit requirements. Labi Rabiu | Partner, Moss Adams Paul Staz | Vice President of Sales and Marketing, Strongpoint Event details and registration

08.24.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR How to Successfully Navigate ICFR Implementation Internal controls over financial reporting (ICFR) continues to be a focus of regulators as a vital component to fostering confidence in a company’s financial reporting and trust in our capital markets. Sara Ficken | Professional Practice Director, Issuer Audit Methodology & Audit Quality, BDO USA, LLP (moderator) Doug Hart | Audit Partner, BDO USA, LLP Raman Chitkara | Board of Director, SiTime Event details and registration

08.24.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Navigating REAs and Terminations Join our Government Contracting professionals to gain a deeper understanding of the overall process, learn about industry best practices, and discuss aspects of pricing methodologies. Clivia Lainez | Director, Government Contracts Advisory, BDO USA, LLP  Le Jia | Manager, Government Contracts Advisory, BDO USA, LLP Event details and registration

08.25.22 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Single Audit Overview: Common Findings and Pitfalls Stay ahead of single audit compliance requirements and learn about common findings, pitfalls, and what to expect if this is your first single audit. Matt Dinsdale, CPA | Senior Manager, Moss Adams Sheila Herrera, CPA | Senior Manager, Moss Adams Arthur Ngo, CPA | Senior Manager, Moss Adams Event details and registration

08.25.22 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Strategies to Improve Cybersecurity Explore strategies your life sciences company can implement to leverage technology to improve cybersecurity and mitigate risk. Bryan Schader, CISSP, CISA, QSA, CHQP, CCSFP | Partner, Moss Adams Devin Osterhout, CISSP, CCSK | Senior Manager, Moss Adams Ryan Stewart, CDPSE, CGEIT, CRISC, CISM, ITILC | Senior Manager, Moss Adams Event details and registration

08.25.22 | 12:00 noon (Central) | UP to 2 CPEs | Presented by BDO USA, LLP WEBINAR Month End Accounting & the Year End Close This live webinar will review the chart of accounts for the Low Income Public Housing, the Capital Fund and the Housing Choice Voucher programs and the typical transactions in an accounting cycle. This session will also cover the month end closing and year-end closing accounting requirements. Event details and registration | $179 per person, per registration

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. Event details and registration

08.30.22 | 8:00 a.m. (Central) | 1.5 CPEs | Presented by Moss Adams WEBINAR 2023 Medicare Regulatory Update: IPPS Final Rule Explore the 2023 Inpatient Prospective Payment System (IPPS) final rule, which introduces changes that could impact your Medicare reimbursement. Michael Newell | Partner, Moss Adams Eric Lucas | Managing Director, Moss Adams Jonathan Mason | Director, Moss Adams Event details and registration

08.30.22 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR 2023 Medicare Regulatory Update: IPPS Final Rule Learn how Domo can help you gain insight into your gross market by adding visibility to cost breakdowns, giving you more accurate revenue data. Loren Den Herder | Managing Director, Moss Adams K.C. Fike | AWS Big Data, Senior Manager, Moss Adams Event details and registration

08.30.22 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2022 Internal Audit Webinar Series - Internal Audit's Role in Cyber Maturity Faced with a range of obstacles, internal audit teams are changing how they approach cyber. Our team will discuss cyber trends where priorities are driven by business outcome rather than by technology and budgets. Jamey Loupe | Managing Director, IT Risk Advisory Services, BDO USA, LLP Masoud Durani | Experienced Manager, IT Risk Advisory Services, BDO USA, LLP Event details and registration

08.31.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR Life Sciences: Improve Your IT Systems and Infrastructure Discover methods and recommendations your life sciences company can use to identify challenges in your IT systems and infrastructure. Labi Rabiu | Partner, Moss Adams Chuck Andrews | Senior Manager, Moss Adams Event details and registration

08.31.22 | 9:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Ignite Your Financial Forecasting Process Learn how your business can use Workday Adaptive Planning software to empower decision makers to increase revenue and save on expenses in real-time. Loren Den Herder | Managing Director, Moss Adams Event details and registration

09.07.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams WEBINAR ASC Lease Accounting Update Stay current on updated Financial Accounting Standards Board (FASB) lease accounting guidance and potential impacts on the construction industry. Laura Jones, CPA | Senior Manager, Moss Adams Jacqueline Stensland, CPA | Manager, Moss Adams Event details and registration

09.07.22 | 11:00 a.m. (Central) | 2 CPEs | Presented by BDO USA, LLP WEBINAR 2022 Tax Strategist Webinar Series: Third Quarter Tax Considerations What does it take to be a tax strategist? Tax executives’ role as a strategic partner is more important than ever to the greater business ecosystem. To maximize savings and ensure compliance, businesses must work with their tax departments year-round. Michael Bauer | National Tax Office Financial Transactions Practice Leader, Managing Director Jeff Bilsky | National Partnership Taxation Technical Practice Leader, Partner Yuan Chou | National Accounting Methods Co-Technical Leader, Principal Laurie Dicker | National Tax Office, Transfer Pricing Technical Tax Practice Leader Andrew Gibson | National Tax Office Leader, Managing Partner Michael Masciangelo | International Tax Services Practice Leader, Managing Director Eric Mauner | National Corporate and M&A, Managing Director Megan McLaughlin | National Accounting Methods, Managing Director Gabe Rubio | National Business Incentives & Tax Credits, Principal Todd Simmens | National Tax Policy and Legislation Technical Practice Leader, Managing Partner Scott Smith | National Technical Practice Leader, State and Local Tax, Managing Director Michael Stavish | Managing Director, National Tax Cathy Stopyra | National Tax Controversy-Account and Interest Recovery Services, Managing Director Event details and registration

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 Event details and registration

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 Event details and registration

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. 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

Academic Partners

Emerging Academic Partner

Communications Sponsors

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

Other Resources About FEI FEI Daily FEIconnect CPE Center Member Directory

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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

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.