North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. | |
09.19.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Career Management Meeting with FENG
The Pros and Cons of Project Consulting
Kelly Harris | Founder & Partner, Harris & Dickey LLC
Ben J. Pinto, Jr., CPA | Partner & Director, Contract Services Division, Thomas Edwards Group
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PARTNER EVENTS & RESOURCES | |
08.16.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Unpacking Form 990-PF: A Deep Dive
This program will take an in depth look at potential challenges private foundations could encounter that may generate unintended consequences, such as compliance requirements, excise tax, and additional documentation. Key topics include the rules for self-dealing; excess business holdings; jeopardizing investments; taxable expenditures; minimum distribution requirements and qualifying distributions; and the termination of private foundation status process.
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08.17.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Sarbanes-Oxley Act (SOX) Emerging Areas and Hot Topics
As you evaluate your Sarbanes-Oxley Act (SOX) plan for the year, what matters most to the Public Company Accounting Oversight Board (PCAOB) and external auditors? What blind spots do you need to consider and address to be better prepared for your next 10-K audit? Join us for our webcast, Sarbanes-Oxley Act (SOX) Emerging Areas and Hot Topics. We’ll discuss emerging focus areas and hot topics for SOX, including potential impacts of recent audit standard changes on a SOX compliance program; strategies to facilitate successful implementation of internal controls to address changes; and critical areas of focus for external audit firms and the PCAOB.
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08.22.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Energy Transition and Commodity Earnouts for Oil & Gas
Join us for our webcast, Energy Transition and Commodity Earnouts for Oil & Gas. We’ll discuss the risks and opportunities in the energy industry in a time of volatility and transition. We’ll also provide an overview of commodity price earnouts, including a valuable case study, and explore the role oil and gas plays in energy transitions and what credits might be available to your oil and gas company.
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08.22.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Leveraging OneStream for Tax Reporting
As market demand increases for OneStream's unified and extensible platform, more and more tax and transfer pricing professionals are finding innovative ways to leverage the power of OneStream to generate reliable results and actionable insights.
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08.23.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Real Estate Series Fall Session
Join our panel of BDO professionals as they discuss potential planning opportunities and other important federal, state and local tax considerations surrounding real property transactions.
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08.23.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Medicare Regulatory Update: 2024 IPPS Final Rule
The 2024 Inpatient Prospective Payment System (IPPS) final rule introduces key changes that could impact Medicare reimbursement.
Event details and registration
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08.24.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Agribusiness: Use Data for Accurate Forecasting
Growing, manufacturing, and distributing food and beverage products requires extensive planning and monitoring so proper margins are achieved. Manual and siloed processes make it difficult for decision makers to stay on track to reach their desired profit. Join us for our webcast, Agribusiness: Use Data for Accurate Forecasting. We’ll discuss the challenges faced by the agribusiness industry dealing with large volumes of data and how to use Workday Adaptive Planning to manage inputs; build engagement in the planning process; run reports with consolidated data; and make real-time decisions that meet the bottom line at month-end.
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08.24.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Economic Update and Real Estate Industry Outlook
Learn about key economic, financial, and operational challenges impacting the real estate industry, as well as other developing topics.
Event details and registration
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08.31.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Protect Your Tribal Government from Common Fraud Schemes
Explore common fraud schemes experienced by Tribal governments and strategies to prevent and detect future attacks.
Event details and registration
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09.07.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Performance Measures for Success and Sustainability
Higher education institutions have access to copious data and information. While most institutions can communicate educational performance through measures like retention and graduation rates, other available data that could assess overall performance is often left untouched. Join us for our webcast, Performance Measures for Success and Sustainability. We’ll redefine institutional performance by helping your institution establish performance measures rooted in strategic goals, reflect progress toward achieving your mission, and reflect the link between activities and financial sustainability.
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09.13.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Construction Contract Controls for Higher Education Projects
Learn more about recommended practices and controls that support successful construction projects for higher education.
Event details and registration
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09.19-20.23 | 11:00 a.m.-5:00 p.m. (Central) | 9.5 CPEs | Presented by Moss Adams
ONLINE CONFERENCE
2023 Private Foundation Conference
Explore topics to help you navigate your private foundation’s financial and operational complexity at our annual virtual conference.
Event details and registration
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09.20.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Board’s Role in Post Close Integration Activities
Join BDO’s 9/20 webcast for insights on the board’s role surrounding post-close integration activities.
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09.20.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
The Board’s Role in Post Close Integration Activities
Join BDO’s 9/20 webcast for insights on the board’s role surrounding post-close integration activities.
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09.26.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Robotic Process Automation: Risk and Audit Considerations
Robotic Process Automation (RPA) is technology that allows companies to build, deploy and manage software robots that emulate human actions interacting with digital systems and software. The planning phase of an RPA program is the perfect opportunity for Internal Audit teams to identify risks and make sure the right controls are in place, thereby setting programs up for success from the start.
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09.27.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Webcast Series: Fall Planning Session
Through quarterly webcasts and featured Insights, the BDO Tax Strategist covers important tax topics that help businesses make thoughtful and strategic tax decisions.
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10.12.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Budget Strategies for Higher Education
Higher education institutions are experiencing rising costs and reduced revenues, creating challenges in balancing income and expenses while fulfilling their missions. Budgeting is foundational for institutions to align available resources with strategic priorities. Join us for our webcast, Budget Strategies for Higher Education. We’ll review recommended practices and popular models for budgeting and examine advantages, disadvantages, and other considerations. The budgeting models we’ll discuss include incremental, performance-based, activity-based, and responsibility center management.
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11.14.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Curate Strategic Higher Education Program Portfolios
Higher education institutions must continually assess their degree program offerings to remain relevant to students and employers, promote cost-effective educational opportunities, and create meaningful job opportunities for the next generation. Join us for our webcast, How to Curate Strategic Higher Education Program Portfolios. We’ll review strategies higher education institutions can use to evaluate educational programs; make effective decisions regarding offerings; and execute program changes.
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12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Achieve Your Goals with an Organizational Assessment
Organizational assessments can help you promote operational alignment, improve services, reach your goals, and more.
Event details and registration
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WEBINAR SERIES | ON-DEMAND | Presented by Baker Tilly
Digital forward: A webinar series
No matter the industry, or size of your organization, technology has increased customer expectations, catapulted productivity and unlocked the power of data analytics. But just implementing the latest technology isn’t going to give you the edge that sets you apart from competitors.
Check out Baker Tilly’s Digital forward: A webinar series, to learn more about the biggest trends in the space, the most common challenges organizations face throughout their digital transformation journeys and how to truly transform your organization into digital forward thinkers to create a culture of innovation. Watch the on-demand webinars and read the supporting articles here.
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Resources from Moss Adams
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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 | | |
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FEI Dallas
P.O. Box 801363
Dallas, TX 75380-1363
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Chapter Contact
Jackie Dunn, FEI Dallas Manager
214-789-8999
Creative Services
Sharla Hibberd
Plan A Creative Design, LLC
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The submission deadline for FEI Dallas newsletters and upcoming events emails is one week prior to publication. Contact Jackie Dunn for more information.
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