Registration for this meeting is closed. Current FEI members and chapter sponsors

may contact Jackie Dunn for waitlist availability.

03.05.24 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE

FEI Dallas Monthly Meeting

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240

Note schedule change to 1st Tuesday due to Spring Break.

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

Data as an Asset

It’s easy to be overwhelmed by the challenge of turning data from an afterthought into a core facet of business operations that drives value. Organizations can become paralyzed because they don’t know where to begin, but the right data strategy can change the mindset of a company from using data for incremental growth to using it as a transformational element in an organization’s success. Join us to learn how to unlock the value of your organization’s data and develop and implement a clear data strategy that allows for flexibility and change. We’ll discuss how to position your data as a strategic corporate asset and how to develop a data governance program to manage, monitor and protect your data.

David DuVarney | Principal, Baker Tilly

5:15-6:20 p.m. Networking Social

6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE

Passion Moves the World!

Drawing on his vast experience in commercial construction, David B. Walls offers his expertise and insight into the challenging disciplines of construction safety and effective corporate leadership. Serving as President & CEO of Austin Industries, one of the nation’s leading construction firms, he offers a singular view into the inner workings of a successful and growing company – one with a people-first mindset that fosters a vibrant corporate culture. Built on Austin’s core values and sustained with an ongoing commitment to excellence in all the firm’s endeavors, Mr. Walls’ work reflects his personal passions for people – to work safely, to achieve personal and career growth, and equip the next generation of construction professionals.

David B. Walls | President & CEO, Austin Industries

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 website required | Registration pending

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.

02.15.24 | 4:30-6:45 p.m. (Central) | 1.5 CPEs

Manufacturing/Distribution CFO Series

Leveraging Digital Twins to Drive Supply Chain Performance

Gleneagles Country Club, 5401 W. Park Blvd., Plano, TX 75093

Senior executives have increasingly turned to digital twins as a means to digitally replicate their end-to-end supply chain and identify new opportunities to leverage existing processes, people, and assets within their firm, their supplier network, and in their customers’ downstream operations. Digital twins replicate real-world operations, capture ground floor processes, and transform them into a live data stream. Then, through the lens of artificial intelligence, executives can identify the critical variations that are causing inefficiency, lower production, or unsafe environments – in real time. This session provides key insights into how leading organizations are using digital twins to drive supply chain performance and to identify new opportunities for reducing time, labor, and waste across firms.

David Copps | Co-Founder and CEO, Worlds.io

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Manufacturing/Distribution industry.

Pre-registration at the FEI Dallas website required | Event details and registration

02.22.24 | 4:30-6:30 p.m. (Central) | 1 CPE

Real Estate CFO Series

New Life-The ExxonMobil Campus Redevelopment Project

This program will cover the purchase and redevelopment plans of the former ExxonMobil headquarters in Las Colinas. This 290-acre campus centered by the 379,000 SF office building is being redeveloped into a mixed-use master planned development. 

Doug Agarwal | CEO, Capital Commercial Investments, Inc.

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Real Estate industry.

Pre-registration at the FEI Dallas website required | Event details and registration

03.07.24 | 4:30-6:30 p.m. (Central) | 1 CPE

G.R.O.W. CFO Series

Boost Brain Health to Combat Stress & Calibrate Cognitive Resources for Optimal Performance

The Center for BrainHealth, 2200 W. Mockingbird Ln., Dallas, TX 75235

We all experience stress and have a limited amount of cognitive resources at our disposal. By developing proactive brain-healthy habits and managing your responses to stress, you can decrease cortisol levels in the brain, build resilience and emotional self-regulation, improve cognitive performance, and boost well-being. Decisions you make throughout each day determine the amount and type of information your brain has to process. Learn how to filter the unnecessary so that you can focus on what’s important and utilize your daily brain power strategically.

Katie Hinds, MS, CCC-SLP

Program Manager, Cognitive Training Programs 

The Center for BrainHealth

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles and interest in Growth, Resources, and Opportunities for Women.

Pre-registration at the FEI Dallas website required | Event details and registration

02.13.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

BDO’s Healthcare Trends & Topics Webcast Series: What Healthcare CFOs Need to Know

BDO’s 2024 Healthcare CFO Outlook Survey examines how healthcare CFOs are adapting to the changing economic environment and devising strategies to thrive amid financial pressure.

Event details and registration

02.21.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

2024 Shareholder Meeting Agenda: Setting Expectations for Shareholder Meetings

As corporations head into annual shareholder meetings for 2024, join BDO as we examine key observations from BDO’S 2024 Shareholder Meeting Agenda publication.

Event details and registration

02.22.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Fair Lending Assessment – Model Risk Management's Role

Event details and registration

02.27.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Workplace Strategy: Creating a Competitive Edge

How to Build a Work Environment that Balances the Needs of the Business With Those of its Employees 

Event details and registration

02.27.24 | 2:00 p.m. (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

Managing Third-Party Risk in an Increasingly Distributed and Regulated World

Event details and registration

02.28.24 | 12:00 noon (Central) | No CPE | Presented by BDO USA LLP

WEBINAR

The Interplay of Exit and Estate Planning

Join BDO National Tax Office professionals as they discuss the crucial interplay between estate planning and exit planning. Learn how early transaction planning can maximize tax-efficient wealth transfer strategies.

Event details and registration

02.29.24 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA LLP

WEBINAR

The Revised Uniform Administrative Requirements, Cost Principles, & Audit Requirements for Federal Awards (Uniform Guidance)

Join BDO for an informative webcast designed to update you on the revised Uniform Guidance for nonprofit organizations that receive federal funds.

Event details and registration

03.06.24 | 11:30 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Charting a Course to Success: Key Trends & Industry Predictions from the 2024 Retail CFO Survey

Event details and registration

03.14.24 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Are You Prepared for Sustainability, Climate & AI Regulations?

Join our discussion with sustainability leaders from BDO and Henry Schein to learn how to identify what is material to your business, how to prepare your disclosures, provide assurance and protect your data, and communicate with stakeholders to comply with new and forthcoming regulations.

Event details and registration

03.14.24 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Navigating 2024: PE Portco CFO Survey Trends

Explore survey findings and hear how portco CFO priorities are changing.

Event details and registration

03.20.24 | 1:00 p.m.(Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

Tech CFOs in 2024: Focusing on the Fundamentals

Join us as we discuss the latest data and insights from our annual Technology CFO Outlook Survey.

Event details and registration

03.27.24 | 11:00 a.m.(Central) | 1 CPE | Presented by BDO USA LLP

WEBINAR

The Board’s Oversight of Fraud

Join BDO and our panel of thought leaders to gain insights pertaining to how to better govern and engage with management, counsel, and advisors in overseeing policies and strategies to protect, detect, mitigate, and remediate fraud.

Event details and registration

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

Resources from Moss Adams

FASB Provides Measurement Guidance for a Joint Venture Upon Formation

New for 2024: Corporate Transparency Act and Beneficial Ownership Reporting

IRS Provides Guidance on Domestic Content Requirements for Applicable Entities

IRS Preregistration Portal Opens for Elective Payment and Transfer Tax Credits

The FASB Issues Amendments to Improve Reportable Segment Disclosures

Tips to Navigate M&A in Agribusiness: From Pre-Transaction to Due Diligence

Updates to the New ISO 27001 Standard and Controls and How to Transition

How Government Contracts Can Unlock Business Opportunity and Stability

3 Valuation Techniques for Your Telecommunications Company

Tax Benefits of REITs for Real Estate Firms, Sponsors, and Investors

Tax and Other Considerations in Selling or Gifting a Trucking Business

What to Know About a Quality of Earnings Report in Pre-Sale Due Diligence

Preparing for a Successful Sale: Understand Business Transaction Readiness

Technology Is a Key Consideration when Selling Your Trucking Business

Combat Climate Change in Real Estate with Energy Efficient Tax Incentives

Broadband Industry Market & Transaction Trends 2023 Update

Impacts of Inflation Reduction Act Funding on IRS Spending Plan

Executive Summary: SEC Comment Letter Trends Among Life Sciences Companies

Improving Equity in Government Programs and Services

Understanding ASC 842 and GASB 87 Lease Accounting Standards for Lessees

What to Consider when Estimating the Value of Your Trucking Business

How to Find Consistency Working with Third-Party Security Assessment Firms

Manage Your Credit Risk Without Overburdening Your Resources

Infographic on How Designers Could Benefit From Section 179D Tax Deduction

Impacts of AI Development on the R&D Tax Credit and Other Credits

Risk Management Strategies for Newly High-Risk Areas in Financial Institutions

Impacts of SECURE 2.0 and Qualified Charitable Distributions on Fundraising

Centers for Medicare & Medicaid Services (CMS) Transmittal 18 FAQ

The Corporate Transparency Act: Top 5 Considerations for Foreign Investors

Talent Acquisition Strategies for Human Capital Management

Harness Intelligent Automation to Streamline Your Business Processes

CMS Publishes 2021 Supplemental Security Income Ratios

Not-for-Profit Management Succession Planning on a Short-Term Schedule

2023 First Quarter Market Review

Department of Energy Grant Compliance for Companies Receiving Federal Awards

Prevent and Detect Fraud With These Key Internal Controls

The Perfect Alignment: The Future of Work and Strategic Workforce Planning

Are You Evaluating the Personal Aspects of a Potential Business Transaction?

SECURE Act 2.0 and its Effects on Employee Benefit Plans

Enhance Safety and Mitigate Risk by Monitoring Service Contracts and Controls

Uphold Good Governance by Strengthening Board Practices

International Tax Strategies: Cash Repatriation and Intangible Property

HITRUST CSF Version Update and New Assessment Types