North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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. Although the chapter schedules meetings year-round, there are no monthly meetings 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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09.12.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting | IN PERSON
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Registration open through Tuesday, September 6, 2022
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 hacks
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
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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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SUMMER PROFESSIONAL DEVELOPMENT SERIES |
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Our Summer Professional Development Series has concluded for the year. 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
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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 | 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.
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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.
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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.
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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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09.20.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
The Pros and Cons to Project/Contract Consulting
Ben Pinto, CPA | Partner & Director, IT and Contract Services Divisions, Thomas Edwards Group
Kelly Harris, CPA | Founding Partner, Harris & Dickey
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
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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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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
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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
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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
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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
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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
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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
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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
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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: 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
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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
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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.
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09.21.22 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
How to Be Certain About Your Leadership During Uncertain Times
If there was ever any doubt about the importance of a leader’s ability to navigate change and uncertainty, the last two years have made this necessity abundantly clear. Are we properly caring for and inspiring our employees? How can our words and actions impact those we manage? Are we emphasizing purpose, diversity, and inclusion within our teams? Leaders must continue to address complex and uncomfortable topics that many employees will still experience for a long time to come. This presentation will help attendees be certain about effective strategies for their leadership and tips to navigate today's changing workforce.
Ebony Butler | Director of Diversity, Learning & Development, BGSF
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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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