North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Jay Smith
FEI Dallas President
The Dallas Chapter of FEI feels like it’s back in full swing as attendance continues to increase at our events, and our social networking calendar gets busy. The Northwood Club ballroom felt back to normal at the February monthly meeting with great attendance at both the Professional Development Session and the Dinner Program. The Annual Accounting and Tax Update led by KPMG once again hit on the major technical topics facing financial executives. Partner Michael Nesta, Senior Manager Becca Thompson, and Principal Peter Baltmanis all did an outstanding job of leading the presentation. Read more
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Connecting With Your FEI Dallas Colleagues |
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VOTING IS OPEN | Election of FEI Dallas Officers 2023-24
In an effort to keep business announcements at monthly meetings to a reasonable minimum, FEI Dallas conducts officer elections online via Survey Monkey. Voting is open through Friday, March 17, 2023 and results will be announced at the April monthly meeting. Voting is anonymous, no individual information is collected or shared.
All FEI Dallas members in good standing as of 3/1/23 were sent an email directing them to the voting site. FEI members in good standing who did not receive this email can contact Jackie Dunn for the voting link.
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Jay Smith, President, and the FEI Dallas Nominating Committee chaired by Jim Howe, Immediate Past President, present the following slate of officers to serve the chapter in 2023-24. These qualified candidates have committed to serve if elected. They all have prior experience volunteering their time and talents as committee leaders and/or in officer roles.
President
Jim Farrell, CFO, Synctive
First Vice President | Programs
Tom Beitel, VP Finance, Siemens Industry Software Inc.
Second Vice President | Membership
Miguel Molina, CFO, Avocados From Mexico
Secretary/Treasurer
Mark Dendle, CEO/CFO, Growers Express, LLC
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Shutterfly is shutting down their share site so we are moving FEI Dallas photo galleries to our new SmugMug site. Chapter members and sponsors will continue to have full access and download privileges to all galleries.
Currently under construction.
Click here for pictures of Winter Social 2023 | All Hat No Cattle!
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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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03.06.23 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
FEI Dallas Monthly Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Note date change due to Spring Break conflicts
Registration for this meeting is closed.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Managing & Engaging a Hybrid Workforce
Speakers will share their experiences and best practices for managing and engaging a hybrid/remote workforce.
Trey Spyropoulos | Manager, Communications & Organizational Effectiveness | Toyota Motor North America
Claudia Parada | Human Resources Strategic Partner, Toyota Motor North America
Jason Hershey | User Experience (UX) Manager, TMNA Connected Technologies
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Risk Management as a Strategic Priority
As CFOs grapple to stay on top of today’s rapidly challenging risk landscape, understanding the impact of risk on an organization’s business goals and objectives continues to be top of mind. Our distinguished panel will consider how an effective risk management program can help CFOs drive an organization’s strategic business plan. An integrated and intuitive view of risk provides an essential platform for infrastructure investment and risk mitigation decision-making.
Ed Merritt | CFO, OptimEyes.AI
Andrew Beagley | Chief Risk Officer, OptimEyes.AI
Shalini Urankar | VP & CFO for Americas, Iron Mountain
Open to FEI Dallas members and their guests, chapter sponsors, and prospective members and other non-members by invitation
Pre-registration at the FEI Dallas website required | Event details
Registration for this meeting is closed.
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04.10.23 | 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
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
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
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2022-23 FEI Dallas Monthly Meeting Schedule
Monthly 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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3.28.23 | 7:00-9:00 a.m. (Central)
New Member Breakfast Hosted by FEI Dallas Ambassadors
Maggiano’s at Willow Bend, 6001 W. Park Blvd., Plano, TX 75093
New FEI Dallas members from 2021-2023 are invited to join Ambassadors for breakfast to network with other new members, meet your Ambassador and share how they can support you in getting the most value possible from your membership, and learn about select committees and other ways to get more involved.
Open to FEI Dallas members who joined between 2021 and 2023 and chapter Ambassadors
INVITATION ONLY | Invitations will be emailed to eligible attendees. If not received or for more information about the event, please contact Ambassador leaders John Hughes or Carl Saxon.
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03.30.23 | 5:30-8:30 p.m. (Central)
Wine Tasting & Dinner 2023 | The Price is Right!
Dallas Arboretum – Rosine Hall, 8525 Garland Rd., Dallas, 75218
Title Sponsor | Regions Bank
Registration open through Wednesday, March 22
Eight Featured Wines and pairings will be presented for your tasting pleasure. Like television's longest-running game show, “contestants” who guess closest to the price of a Featured Wine without going over can “Come on Down!” during prize presentations to get your bottle to take home.
Open to FEI Dallas members and sponsors.
Sponsorships available
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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 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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03.21.23 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
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.
Your LinkedIn Branding and Social Selling
Widely considered to be a Guru of LinkedIn, Terry Sullivan has trained more than 6,200 business owners and leaders across the nation on how to create their very own unique online brand that gets results. His inspiring LinkedIn training programs focus on branding, keyword optimization, and Social Selling strategies that help tap into the world of Social Media to get more prospects, leads, and clients. In this presentation, Terry will show you how to use LinkedIn to take advantage of the immense opportunities this powerful platform offers as a personal branding and marketing tool to achieve your business goals.
Terry Sullivan | Founder, BuzzPro
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
CPE credit available to FEI members who register online at the chapter website. Registration is open though meeting end time. FENG members do not need to register.
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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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PARTNER EVENTS & RESOURCES |
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04.12.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Quarterly Technical Update - Q1 2023
Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q1 2023” webinar continues our tradition of lending a helping hand to financial management, board directors and audit committees to stay on top of today's hot topics and developments.
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04.19.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2023 IFRS Quarterly Update
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.
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06.07.23 | Presented by TXCPA Dallas
Convergence 2023
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel – The Star, 11 Cowboys Way, Frisco TX 75034
The TXCPA Dallas Convergence program is one of the premier educational events for the North Texas accounting industry. The event will feature five tracks of programming presented by nationally-known experts in their respective fields. 1,200 CPAs are expected to participate, which will include a luncheon on the Cowboys’ practice field highlighted by a keynote address presented by Chad Estis, a member of the 2026 Dallas World Cup Bid Committee.
Early Bird pricing | $150. Discount ends on April 21.
Non-TXCPA Dallas members should enter code “23DALLAS” and checkout.
Overnight accommodations available at the Omni Frisco Hotel for the nights of June 6-7 at a special price of $199 per room. Room reservations can be made until 5:00 p.m. on Friday, May 5, by calling Omni Reservations at (1-800) 843-6664 and mentioning “Convergence 2023”.
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Resources from Moss Adams
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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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FEI On-Demand Courses – Take control over your career through our on-demand professional development courses, packages and certificate programs. FEI’s catalog of impactful business knowledge and self-paced programming offers maximum flexibility and Continuing Professional Education (CPE) credits. Discover courses that meet your professional development needs in finance, accounting, leadership, and more.
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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
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 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.
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