|
Broaden Your Network and Build Deep Professional Relationships – Join an FEI Dallas Committee for 2024-25!
Our members and sponsors maximize the value of their relationships with FEI Dallas when they join a committee. By contributing your expertise and a small portion of your time, you will broaden your network and build deep professional relationships and friendships. FEI Dallas committee members are the reason we can consistently deliver top-notch programming, exciting special events, and numerous networking opportunities throughout the year. In short, FEI Dallas' success depends on our volunteers. Click to learn more at our website under GET INVOLVED.
Contact Emily Colgan, FEI staff member, at emily.colgan@feidallas.org if you are an FEI Dallas member or a representative of one our annual chapter sponsors, and are interested in serving on a committee for the upcoming chapter year, or have questions. Emily will help match your interests with the committees’ needs and get you connected. We are also planning a welcome social for our new board and committee members in late May. We’d love to get you plugged in!
| | |
Monthly Meetings have concluded for 2023-24 and will resume in September 2024 for FY25. In the meantime, remember that FEI Dallas meets year-round with many events between now and fall, including our Golf Outing in May, Special Interest Group meetings, monthly Career Management meetings, and the Summer Professional Development Series hosted by our Academic Partners: University of Texas at Dallas, University of North Texas, University of Dallas, and Paul Quinn College. | | |
|
Attention FEI Dallas Members and Sponsors!
Registration is open for the 2024 Golf Outing through Thursday, April 25.
When registering, please designate the Track you will attend, and select only one Track.
All tracks include Mix & Mingle + Prize Awards after the activity.
TRACK 1 – Topgolf Tournament | 4:00-7:00 pm
TRACK 2 – Speed Networking Social | 4:00-7:00 pm
TRACK 3 – ONLY Mix & Mingle + Prize Awards | 6:00-7:00 pm
| |
|
New Event in the Photo Gallery!
Monthly Meeting | 04.09.24
| |
|
Our sponsors support us both with their service and monetarily. Please seek out our sponsors at events, get to know them, and always give them a chance to earn your business. Scroll down for a list of 2023-24 sponsors.
If you need a contact at a sponsor company, refer to the sponsor section in our annual membership directory or contact Jackie Dunn, FEI Dallas Manager.
| |
2024 FINANCIAL LEADERSHIP SUMMIT | |
Open to members of FEI Dallas and Fort Worth, employed or unemployed, and DFW FENG members. CPE credit is available online via FEI’s CPE Center to FEI members who complete pre-registration and sign in/out at the meeting. FENG members do not need to register. | | |
Registration is open through the meeting end time. | |
|
05.21.24 | 4:30-6:45 p.m. (Central) | 1.5 CPE
Career Management Meeting with FENG
Hosted by Bank of Texas
Sherry Lane Place, 5956 Sherry Lane, Dallas, TX 75225
Free parking if departing after 6:00 p.m.
Assessing Fit
John Casey | Managing Director, John Casey & Associates, LLC
Dr. Sherry Buffington, Ph.D. | Founder and CEO, Quantum Leap Systems, Inc. and Quantum Leap University
Open to members of FEI Dallas and Fort Worth, employed or unemployed, and DFW FENG members. CPE credit is available online via FEI’s CPE Center to FEI members who complete pre-registration and sign in/out at the meeting. FENG members do not need to register. Online registration is open though the meeting end time.
Event details and registration
| | |
|
04.18.24 | 4:30-6:45 p.m. (Central) | 1.5 CPE
Manufacturing/Distribution CFO Series
Looking at Cyberesecurity Throught the Executive Lens
Gleneagles Country Club, 5401 W Park Blvd, Plano, TX 75093
In an increasingly digital world, manufacturing companies face growing cyber threats and security challenges. Protecting sensitive data, critical infrastructure, and maintaining business operations in the face of cyberattacks has become a top priority for manufacturers. Cybersecurity insurance has emerged as a crucial component of a comprehensive cybersecurity strategy for manufacturing firms.
Jesus Vega | Cybersecurity Managing Director, Whitley Penn
Joe Busch | Assistant Vice President, Amwins
Ginger Greenberg | Vice President and General Counsel, Sunwest Communications
Open to FEI Dallas members, and non-members with executive roles in the Manufacturing/Distribution sector. Pre-registration at the FEI Dallas website required
Register by 04.16.24 | Event details and registration
| | |
|
04.25.24 | 4:30-6:45 p.m. (Central) | 1.5 CPE
Energy CFO Series
Prices Constrained by Tepid Demand Growth; Decarbonization Commitments Raise Long-term Risks
James M. Collins Executive Education Center, SMU Campus
3150 Binkley Ave., Room 120, Dallas, TX 75205
Oil prices remain volatile, with weakening demand growth and global economic concerns offset by support from OPEC+ supply cuts and geopolitical risk. Natural gas prices languish after mild winter and await further LNG export capacity in 2025. Additional commitments by nations to decarbonize following COP 28 will have little near-term credit impact on the industry but heighten risks for oil and gas production and cash flow longer term. The industry remains focused on capital discipline and pursuing strategic M&A to add scale, drilling inventory and extend volume capture to boost efficiency and capital returns to shareholders, while taking early steps on energy transition.
Pete Speer | Associate Managing Director, CFG Oil & Gas, Moody's Ratings
Sajjad Alam | Vice President, SeniorCredit Officer, Moody's Ratings
Open to FEI Dallas members, and non-members with executive roles in the Energy sector. Pre-registration at the FEI Dallas website required.
Register by 04.23.24 | Event details and registration
| | |
|
05.02.24 | 4:30-6:30 p.m. (Central)
G.R.O.W. CFO Series
Summer Happy Hour
Mesero, 5505 Belt Line Road, Dallas, TX 75254
Our last social event for the year is officially here. Join us in enjoying tacos and margaritas as we finish our season with good people and a special treat, a Margarita Making Demonstration. The SIG Steering Committee and Sponsors welcome you! Come learn about our SIG and how you can become more involved for the upcoming 2024-25 Season!
Open to FEI Dallas members, and non-members with financial or executive roles, and interest in Growth, Resources, and Opportunities for Women.
Event details and registration
| | |
PARTNER EVENTS & RESOURCES | |
|
04.17.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Q1 2024 IFRS Quarterly Update (Live Session)
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.
Event details and registration
| | |
|
04.23.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Develop Leaders to Become an Employer of Choice
Increase your employee retention and engagement by developing leadership training programs and growth strategies. Learn more.
Event details and registration
| | |
|
04.25.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Health Care C-Suite: Mitigate Cyberthreats Today
Mitigate risk of common cyberthreats in the health care industry and explore strategies to better protect patient data.
Event details and registration
| | |
|
04.25.24 | 12:30 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
5 Ways to Help Control Common Area Maintenance (CAM) Costs
Establish lease language to help control cost area maintenance (CAM) charges and facilitate transparency and control. Learn more.
Event details and registration
| | |
|
04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
BDO's Healthcare Trends & topics Webcast Series: Healthcare ESG Readiness
ESG and health equity reporting standards are becoming more robust, impacting healthcare organizations' financial reporting responsibilities. Boards and auditors alike should understand the additional reporting standards, as both can play a role in advocating for and determining those standards.
Event details and registration
| | |
|
04.30.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Bridge Health Care Staffing Gaps With Outsourced Accounting
Health care organizations can leverage outsourced accounting and finance roles to manage labor shortages and focus on patients and business.
Event details and registration
| | |
|
05.10.24 | Presented by TXCPA Dallas
CONFERENCE
Convergence 2024
8:00 a.m.-5:00 p.m. | 8 CPEs available
Sheraton Dallas Hotel, 400 N. Olive St., Dallas, TX 75201
This year’s conference is comprised of five tracks, 26 sessions in all, including a presentation titled, From Transactions to Transformations: Charting Success with the Subscription Model, by our luncheon keynote speaker Ron Baker, Founder of Verasage Institute. This premier educational event features many nationally-noted authorities presenting timely and informative classes on accounting, finance, legislative, tax and legal topics of importance to the accounting and financial services industries.
Event details | Program grid
FEI Dallas members who are not members of TXCPA qualify for the special Partner Organization rate of $150 and should contact Laura McFadden to register. Note that this is Early-Bird pricing, price will increase by $35 on March 31.
| | |
|
05.14.24 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Jump-Start Your ESG Reporting
Streamline and enhance your reporting with an improved environmental, social, and governance (ESG) strategy that uses technology. Learn details.
Event details and registration
| | |
|
05.16.24 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Strategies to Improve SOX 404 Compliance
Organizing your Sarbanes-Oxley Act Section 404 (SOX 404) program can help prevent employee burnout and reduce costs. Learn more.
Event details and registration
| | |
|
05.22.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP
WEBINAR
Sharing Wealth Today: Tax Planning Strategies for Next Generation Home Purchases and Wealth Preservation
Join BDO Private Client Services professionals as they discuss income tax and gift tax considerations when assisting the next generation with home purchases, while safeguarding and growing wealth for subsequent generations.
Event details and registration
| | | |
|
2024 Robert Half Salary Guide
Welcome to the 2024 Salary Guide from Robert Half. Whether you’re a hiring manager, business owner, tenured professional or job seeker, our 2024 Salary Guide has you covered.
| | |
|
WEBINAR | ON-DEMAND | Presented by Baker Tilly
Strategies to address the new SEC cyber disclosure rule (and how to do it!)
The SEC recently released a new cyber disclosure rule requiring public companies to disclose information about their cybersecurity governance practices as well as impacts associated with material cyber incidents. While they include information on what is required to be disclosed, they don’t address how organizations might design their processes and controls to accurately address those disclosure requirements. One approach may be to utilize the American Institute of Certified Public Accountants (AICPA) cybersecurity risk management framework.
Read the article and watch the webinar recording to learn more.
| | |
|
WEBINAR SERIES | ON-DEMAND | Presented by Baker Tilly
Digital forward: A webinar series
Technology has increased customer expectations, catapulted productivity, and unlocked the power of data. But simply implementing the latest technology isn’t going to give your organization the competitive edge it’s likely looking for. True digital transformation empowers leaders to create a forward-looking culture of innovation. Join us for the continuation of Digital forward, a six-part webinar series, that shares leading insight into how to transform into a digital-first organization.
Event details and registration
| | |
FEI LEARNING OPPORTUNITIES | |
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
P.O. Box 801363
Dallas, TX 75380-1363
| |
|
Chapter Contact
Jackie Dunn, FEI Dallas Manager
214-789-8999
Creative Services
Sharla Hibberd
Plan A Creative Design, LLC
| |
The submission deadline for FEI Dallas 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 email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
| | | | |
