North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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SUMMER PROFESSIONAL DEVELOPMENT SERIES |
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A very exciting Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, The University of Texas at Dallas, and Emerging Academic Partner Paul Quinn College. We are so grateful for their participation and contributions to FEI Dallas.
SPECIAL BENEFIT FOR FEI DALLAS MEMBERS: Bring your financial staff at no charge! See instructions for Guests at the registration site.
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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
Location: UNT Inspire Park, Frisco
Metaverse: The Next Frontier of Digital Transformation?
Presented by the University of North Texas
Digital transformation is the integration of technology into all areas of a business. For those organizations that do it correctly, it can change how they delivery value to their customers. The next frontier of digital transformation promises to be the Metaverse. In this session, we will first cover the process of digital transformation and the benefits it can provide. We will then bring some clarity to the notion of the Metaverse, and discuss how business organizations are positioning themselves to gain a foothold within the virtual realm in an attempt to gain a competitive advantage.
James Parrish, Ph.D. | Assistant Professor, Department of ITDS, G. Brint Ryan College of Business, University of North Texas
Registration open through Tuesday, August 9
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Monthly Chapter Meetings will resume in September for the 2022-23 chapter year. In the meantime, FEI Dallas has several events scheduled over the summer months for education, socializing, and keeping your FEI network vibrant. |
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Meetings are in person 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. There is no monthly meeting 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 | SAVE THE DATE
Monthly Chapter Meeting | IN PERSON
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 Chapter website required | Registration pending
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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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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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08.16.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | IN PERSON
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
The Art of Hello® Professional Branding
Be Remembered In a Noisy World.™
As professionals we all deserve to be known for our achievements, and to be understood for our value proposition. The Art of Hello is a simple to employ technique for introducing yourself to people in a way that the listener understands the essence of your professional life. It is a powerful way to frame your professional image and for others to recognize you and act as your advocate. Once scripted and perfected, your Art of Hello introduction is a durable asset. It is useful for emerging professionals, for senior leaders, for business owners, for those seeking positions on boards, and job seekers. A well-conceived Art of Hello introduction is the old-fashioned elevator pitch polished up to a professional level with a memorable impact. It differentiates you from others. So simple to recognize when done well, and so hard to make one your own. Paula provides the background, tips and rules and a three-step method that results in you having a professional brand introduction of your own to use, that day. It’s called The Art of Hello.
Paula Calise, Co-Founder | Principal Recruiter, Linked Executive Search
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
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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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08.09.22 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Using Alteryx to Connect ONESOURCE Data to Custom Tax Dashboards
Tax department leaders are relying on technology more than ever to contend with aggressive reporting deadlines, new reporting regulations and reduced headcount. The key benefit of a well-designed and properly implemented tax software is the mitigation of calculation error; technology can also be used to automate the preparation of a company’s internal and external reporting needs.
Paul Hintz | Senior Manager, Tax Automation & Innovation, BDO USA, LLP
David Magarian | Solutions Consultant, Thomson Reuters
Gene Rinas | Solutions Consultant, Alteryx
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08.10.22 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
An Inside Look: BDO Digital’s Managed Detection and Response in Action
Join BDO Digital for a demo of our global MDR solution, leveraging best in class Microsoft Azure Sentinel.
Brad Ellison | Managing Director & National Leader – Managed Services, BDO Digital, LLC
Brett Benson | Manager, Cybersecurity, BDO Digital, LLC
Brandon Norberto | Manager, Cyber Threat Management, BDO Canada
Anthony Onesto | Director, Managed Services, BDO Digital, LLC
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08.16.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
Understanding CECL Accounting & Practical Model Applications
If you have a large number of receivables with terms that exceed one year and have not yet adopted ASC 326-Current Expected Credit Loss standard (CECL), or if you have adopted CECL but are contemplating a different accounting model, join us for a two-part discussion on CECL.
Brad Bird | National Technical Partner, BDO USA, LLP
Anthony Ruda | Director, Valuation & Capital Market Analysis, BDO USA, LLP
Dushyant Sengar | Director, Valuation & Capital Market Analysis, BDO USA, LLP
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08.16.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Why Employee Stock Ownership Plans Are Becoming a First Option Instead of a Last Resort
In this webinar, we will discuss factors in the current environment that favor ESOP transactions and what business owners should consider when looking to sell all or part of their business.
Blake Head | Managing Director & Group Head, ESOP Services, BDO Capital Advisors, LLC
Scott Leach | Director, ESOP Services, BDO Capital Advisors, LLC
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08.17.22 | 12:00 noon (Central) | No CPE | Presented by BDO USA, LLP
WEBINAR
ESG Strategies for Private Clients
Today, every family business has a responsibility, and an opportunity – to address the significant environmental, social and governance (ESG) challenges we face as an interconnected, global society. Not only is it the right thing to do, but it is also the only thing to do to contribute to a better planet, a better society, and a better and more sustainable family business.
Verenda Graham | Partner, Private Equity Tax National Leader, BDO USA, LLP
Christopher Tower | ESG Strategy and Services Leader, BDO USA, LLP
Rachel Caviness | Director, Private Client and Family Office Services. BDO USA, LLP
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08.18.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Economic Update: A Potential Return to Low Inflation
Explore pandemic considerations and policy responses, regional outlooks, how the Federal Reserve is attempting to combat inflation, and more.
John W. Mitchell | Owner, M&H Economic Consultants
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08.24.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
How to Successfully Navigate ICFR Implementation
Internal controls over financial reporting (ICFR) continues to be a focus of regulators as a vital component to fostering confidence in a company’s financial reporting and trust in our capital markets.
Sara Ficken | Professional Practice Director, Issuer Audit Methodology & Audit Quality, BDO USA, LLP (moderator)
Doug Hart | Audit Partner, BDO USA, LLP
Raman Chitkara | Board of Director, SiTime
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08.24.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Navigating REAs and Terminations
Join our Government Contracting professionals to gain a deeper understanding of the overall process, learn about industry best practices, and discuss aspects of pricing methodologies.
Clivia Lainez | Director, Government Contracts Advisory, BDO USA, LLP
Le Jia | Manager, Government Contracts Advisory, BDO USA, LLP
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08.25.22 | 12:00 noon (Central) | UP to 2 CPEs | Presented by BDO USA, LLP
WEBINAR
Month End Accounting & the Year End Close
This live webinar will review the chart of accounts for the Low Income Public Housing, the Capital Fund and the Housing Choice Voucher programs and the typical transactions in an accounting cycle. This session will also cover the month end closing and year-end closing accounting requirements.
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08.25-26.22 | 10.5 CPEs | Presented by Moss Adams
CONFERENCE | The Westin Denver Downtown
2022 Telecommunications Management Conference
Explore key success strategies to help you compete and stay ahead of change in an increasingly complex telecommunications industry.
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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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09.13.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: September 2022
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.
Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation
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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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