North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.

Election of FEI Dallas Chapter Officers 2021-22 In an effort to keep business announcements at chapter meetings to a reasonable minimum, the Dallas Chapter of FEI conducts officer elections online via Survey Monkey. Voting is open through March 19, 2021 and results will be announced at the monthly meeting on April 13. Voting is anonymous, no individual information is collected or shared.  All Dallas Chapter members in good standing will be sent an email directing them to the survey. If the email is not received by Tuesday, March 9, please contact Jackie Dunn for the election link.    The Dallas Chapter Nominating Committee comprised of the most recent three past presidents – Deborah Southwell, Nicole Phelan, and Kendall Helfenbein – presents the following slate of officer candidates to serve the chapter in 2021-22. These qualified candidates have committed to serve if elected. They all have prior experience volunteering their time and talents for the chapter in committee and/or officer roles.    President Jim Howe, SVP & CAO, Lucid Energy Group   First Vice President | Programs Jay Smith, South Central Regional Director - Finance and Accounting, Jefferson Wells   Second Vice President | Membership Jim Farrell, CFO, GHIG Services   Treasurer Debra Wood, CFO, FDH Infrastructure Services   Secretary Tom Beitel, VP Finance, Siemens Industry Software Inc.

MONTHLY CHAPTER MEETINGS

It is anticipated that In-Person + Virtual meetings will continue throughout the year. In-Person attendance is currently limited per the Governor's guidelines related to large gatherings in the COVID environment. Virtual attendance is not limited. Changes in format and attendance limitations will be considered as guidelines evolve. Please note schedule change: monthly meetings in 2021 will be on 2nd Tuesdays.

03.09.21 | Date change to 2nd Tuesdays in 2021 Monthly Chapter Meeting | IN PERSON & VIRTUAL 4:00-5:15 p.m. Professional Development Session | 1.5 CPEs Cyber Risk Management In the Digital Age Cyber security risk is an ever-growing threat to any organization, and it needs constant attention. And the thread doesn’t just come from criminals, but mistakes within your organization. This session is focused on the CFO’s office, with an overview on the cyber security management landscape, and how to manage and lower your exposure. Mike Stiglianese Technology & Cybersecurity Managing Director – Financial Services Industry, BDO 5:15-6:00 p.m. Networking Social 6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE ‘Under New Management’: What the New Administration Means for SEC Priorities Leaders of the Securities and Exchange Commission’s Fort Worth Regional Office will discuss how the new administration is likely to change regulatory and enforcement priorities as they impact the work of senior financial executives. David Peavler, Regional Director, U.S. Securities and Exchange Commission Eric Werner, Associate Director of Enforcement, U.S. Securities and Exchange Commission Marshall Gandy, Associate Director of Examinations, U.S. Securities and Exchange Commission   Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation  Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration for the IN-PERSON meeting is closed. Registration for the VIRTUAL meeting is open through the start of the event. Regrets, the Grubhub meal credit for VIRTUAL attendees has expired.

04.13.21 | Date change to 2nd Tuesdays in 2021 Monthly Chapter Meeting | IN PERSON & VIRTUAL 4:00-5:15 p.m. Professional Development Session | 1.5 CPEs 5:15-6:00 p.m. Networking Social 6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE   Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation  Pre-registration at the FEI Dallas Chapter website required | Registration information pending

2020-21 FEI Dallas Chapter Monthly Meeting Schedule Monthly chapter meetings are held on 2nd Mondays September-April except December. 2020 September 14 October 12 November 9 2021 - Date change to 2nd Tuesdays January 12 February 9 March 9 April 13

SPECIAL EVENTS

Due to continued social distancing restrictions, the Winter Social typically held in person in late February has been postponed to a later date which is yet to be determined. The 2021 Spring Social: Golf Tournament & Wine Tasting is planned for April 26 at Prestonwood Country Club. Further details will be published as they become available.

CAREER EVENTS

Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.

03.23.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE Monthly Career Management Meeting with FENG Effectively Handling the Most Critical Interview Questions – Part 2 Jim Ashworth, Senior Partner, Joseph Michaels International Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups Pre-registration at the FEI Dallas Chapter website required | Registration information pending CPE credit available to all attendees

2020-21 Career Management Monthly Meeting Schedule Monthly Career Management Meetings are held in conjunction with The Dallas Financial Executives Networking Group (The FENG) on fourth Tuesdays year-round except December which is on the third Tuesday. Meetings are webinars unless otherwise noted. CPE credit is available to all attendees subject to attendance criteria. 2020 July 28 August 25 September 22 October 27 November 24 December 15 2021 January 26 February 23 March 23 April 27 May 25 June 22

SPECIAL INTEREST GROUPS

For 2021, the Special Interest Groups will host one virtual event per group during winter. If the Dallas Chapter is holding in-person meetings by spring, the SIGs will host in-person events which will be simultaneously streamed for people who choose not to attend in person. CPE credit will be available subject to attendance criteria. Networking activities will be conducted before the meetings via Zoom breakout rooms. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology.

03.10.21 | 4:30-5:50 p.m. (Central) | 1 CPE | Rescheduled from 02.18.21 Real Estates CFO Series | VIRTUAL Golf & Marinas – Two Stories & Lessons from the Pandemic – Part 1: Century Golf (Arnold Palmer) Management – The Century Story Management and ownership of golf course and country clubs, and resort golf destinations – Part 2: Suntex Marinas – The Suntex Story Management and ownership of salt & fresh water marinas – Part 3: Joint - Adapting to COVID, what changes are likely to stick long term Jim Hinkley, CEO, Century Golf Management Tom Tipton, Principal & CFO, Suntex Marina Investors, LLC   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration  Registration open until the start of the meeting

03.24.21 | 4:30-5:50 p.m. (Central) | 1 CPE | Rescheduled from 02.16.21 Private Equity CFO Series | VIRTUAL Welcome to 2021: M&A Market Update and Thoughts on the Year Ahead This program will provide a look at the M&A market through the 2020 pandemic, current state of credit and equity markets, and thoughts on what the year ahead might hold for transactions. Jonathan Mentzer, Senior VP & Business Development Officer, UMB Capital Finance Rob Myatt, Partner, Weaver and Tidwell, LLP Robert Rough, Managing Director, Telos Capital Advisors, LLC   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration Registration open until the start of the meeting

PARTNER EVENTS

03.09.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Education Stabilization Fund Webinar In response to the COVID-19 pandemic, Congress has passed several pieces of legislation that created various relief funds to assist institutions of higher education in navigating the impact of COVID-19 to their students, employees, and campuses. The Department of Education established the Higher Education Emergency Relief Fund (“HEERF”), which has a unique set of compliance, auditing, and reporting requirements that must be met by the recipient.   Join BDO’s subject matter experts as they discuss this relief fund program, it’s related requirement, and what any additional matters that institutions should consider prior to expending funding for HEERF’s most recent allocation. Michel Danner, Assurance Office Managing Partner and National Higher Education Practice Leader, BDO USA, LLP Stathis Poulos, Assurance Partner and National Higher Education Practice Technical Leader, BDO USA, LLP Andrea Taylor, Assurance Senior Manager, Nonprofit & Higher Education Practice, BDO USA, LLP Bryan Ching, Assurance Manager, Nonprofit & Higher Education Practice, BDO USA, LLP Event details and registration

03.09.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR 2021 Trends in the Retail Industry The retail industry has been severely impacted by COVID-19, with significant changes in consumer expectations and behavior and a notable influx in e-commerce shopping. In this webcast, we’ll cover key trends impacting the retail industry for 2021, including: – How consumer behavior has shifted and impacts for your company – The growth of e-commerce and technology – Future implications for brick and mortar businesses Frank Kaufman, CPA, National Practice Leader, Moss Adams Darin Goehner, CPA, Partner, Moss Adams Francis Tam, CPA, CISM, CISA, CITP, CRISC, PCIP, PCI QSA, Partner, Moss Adams Event details and registration

03.09.21 | 3:00 p.m. (Central) | 1 CPE | Presented FEI Detroit Chapter WEBINAR Workforce Transformation: Exploring Diversity & Inclusion & the Digital Journey During this presentation participants will:  – Learn best practices around D&I initiatives and how to create a culture of conversation. – Learn best practices around upskilling their workforce, some challenges and the benefits. – Learn about an existing initiative for CEOs called the CEO Action pledge and all organizations will learn the process to participate. – Learn what ESG is, why companies should care, and how ESG will drive transformation. Mike Sobolewski, Engineering and Construction Industry Leader, PwC US Kerri Heydens, Tax Partner, Private Company Services, PwC US Event details and registration

03.10.21 | 12:00 noon (Central) | No CPE | Presented by BDO USA, LLP WEBINAR How Does Cloud ERP Drive Business Growth? Many businesses are starting their digital transformation journey. Implementing Enterprise Resource Planning (ERP) is a critical step in the path and can increase the productivity in an organization. Cloud ERP encourages efficiency and convenience as it would allow users to access important business applications from anywhere at any time. John Kincher, Principal, Management Advisory Services, BDO USA, LLP Russell Clarkson, Managing Director, Management Advisory Services, BDO USA, LLP Francisco Callegari, Director, Management Advisory Services, BDO USA, LLP Event details and registration

03.11.21 | 11:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR Executive Overview: Improving Cybersecurity Cost-Effectively Business executives face the challenge of improving their company’s cybersecurity posture while balancing costs. The consequences of a cyberattack – including lost revenue, customers, diminished reputation and credibility, or even total shut down – force executives to prioritize cybersecurity within their budgets and strategize how to best allocate their limited resources. How should business executives prioritize improving their cybersecurity postures in the most cost-effective way? Ric Opal, Principal, BDO Digital LLC Scott Carlson, Partner, Seyfarth Shaw LLP Joe Rooney, Business Development, BDO USA LLP (moderator) Event details and registration

03.16.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams WEBINAR Demystify Equipment Costs to Help Your Bottom Line Contractors can improve their equipment usage by aligning their equipment yard and contract terms. Join us for a webcast covering how to better analyze your equipment to improve your construction company’s operations. We’ll address how contractors can help increase profitability and mitigate audit risk by: – Better understanding the equipment they have – Analyzing how equipment is being utilized or underutilized – Understanding equipment value Stephen Bacchetti, CPA, CIA, CCA, Director, Moss Adams Henry Morris, Construction Audit Staff, Moss Adams Event details and registration

03.17.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Risk Assessment in the Age of Uncertainty Leveraging appropriate risk management activities and processes can help organizations both identify, assess, and respond to the ever-changing risk environment and capitalize on the opportunities presented in times of crisis to best position themselves for success in the future. Laurie De Armond, Assurance Office Managing Partner & Executive Director, Institute for Nonprofit Excellence, BDO USA, LLP David Clark, Managing Director, BDO USA, LLP Event details and registration

03.18.21 | 9:00 a.m. (Central) | 1 CPE | Presented FEI San Antonio Chapter WEBINAR Hackers ♥ You! – Current Cyber Landscape and Why You Remain a Hacker’s Best Friend Cyber threats (commonly known as “hacking”) were a pervasive threat to individuals and organizations before the pandemic – it has now become a pandemic of its own during the crisis, with business email compromise spiking over 200% since early 2020, and dramatic increases in wire transfer fraud and real estate transaction fraud, among many others. Current cyber threats are not highly technical – rather, hackers use simple but effective social engineering tactics to enlist us as their ally in perpetrating their schemes. This presentation will explain the motivations and tactics used by hackers, as well as best practices, tips, and tricks on how to become more secure through a smart blend of controls, technologies, and cultural changes. Lanny Morrow, EnCE, CTFI, BKD Forensics & Valuation Services Event details and registration | Register by 8:45 a.m. on event day

03.18.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 What's on the Minds of Boards Ahead of Shareholder Meetings As corporations head into annual shareholder meetings for 2021, join BDO, your board peers, and subject matter leaders as we debrief our most recent BDO Board Pulse Survey and highlight a variety of issues that have emerged as top of mind for stakeholders and proxy advisors. How prepared and well-positioned is your board to address risks and opportunities arising during this proxy and reporting season? Amy Rojik, National Assurance Partner, BDO USA, LLP Courteney Keatinge, Senior Director of Environmental, Social and Governance Research, Glass Lewis Thomas Conaghan, Partner and Co-Lead of the Capital Markets and Public Companies Group, McDermott Will & Emery Ryan Hourihan, Principal, Pearl Meyer Event details and registration

03.18.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR PRF Reporting & Audit Requirements Update The Office of Management and Budget released the Compliance Supplement Addendum on December 22, 2020, which contains guidance on auditing the Provider Relief Fund (PRF). Additionally, on December 27, 2020, the Federal Appropriations Act was passed, which includes new provisions that modify the scope of PRF payments. Furthermore, Congress authorized an additional $3 billion to be distributed. Finally, HHS provided updated reporting guidelines on January 15, 2021, which included pushing back the first reporting deadline. Join us for the latest information about the PRF reporting process and audit requirements as well as best practices on how to account for and track these funds in preparation. Please note that this is a revised webcast date (moved from 02.18.21.) Aparna Venkateswaran, CPA, Senior Manager, Moss Adams Melaney Scott, Senior Manager, Moss Adams, Health Care Consulting Georgia Green, Manager, Moss Adams, Health Care Consulting Event details and registration

03.23.21 | 10:00 a.m. (Central) | Presented by BDO USA, LLP WEBINAR | Up to 24 CPEs available for this multi-track program Nuts & Bolts: HUD Accounting, Budgeting & Reporting Join BDO PHA Finance as we launch our live webinar: Nuts and Bolts of HUD Accounting, Budgeting, and Reporting. This program will be presented on a user-friendly platform, providing you with the ability to easily ask questions and hear the latest GAAP, GASB and HUD updates from BDO’s seasoned, knowledgeable professionals. Brian D. Alten, CPA, Partner Nick Auriemma, CPA, CFE, Managing Director Jason Casterline, CPA, Managing Director Dwayne Tucker, CPA, Senior Manager Event details and registration

03.23.21 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams WEBINAR Transforming Technology and Life Sciences Firms for Success in 2021 Join us for an executive panel discussing effective approaches that technology and life sciences companies have used to reposition or transform themselves recently to better pursue success in 2021 and beyond. Our guest C-suite speakers will focus on: – The implementation of transformational business practices – Their organizations’ responses to changes in stakeholder behavior due to COVID-19 – The solutions they’ve implemented to address their specific operational challenges Taft Kortus, CPA, Partner, Moss Adams Dave Copps, CEO & Co-Founder, Worlds, Inc. Chris St. Hilaire, Co-Founder & CEO, MFour Mobile Research, Inc. Michael Macaluso, Chairman & CEO, Ampio Pharmaceuticals Event details and registration

03.30.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams WEBINAR The Defense Economy: Supply Chain and Planning for the Future Join us for a discussion covering how recent events, including the COVID-19 pandemic, digital disruption, and an evolving competitive landscape have impacted the defense sector. Our roundtable discussion will focus on the effects on supply chain for companies in the sector, highlighting success stories, logistics challenges, emerging technologies, financial considerations, and strategies to maintain a resilient and adaptive supply chain in 2021.  Kurt Lippmann, CPA, Partner, National Practice Leader, Aerospace, Moss Adams Abe Nour, CPA, Director, Moss Adams Francis Tran, Managing Director, Lincoln International Event details and registration

04.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Quarterly Technical Update – Q1 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update - Q1 2021" 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. Adam Brown, National Assurance Managing Partner, BDO USA, LLP Paula Hamric, National Assurance Partner, BDO USA, LLP Amy Rojik, National Assurance Partner, BDO USA, LLP Event details and registration

04.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Q1 2021 International Financial Reporting Standards (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. The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective. Wendy Hambleton, National Assurance Partner, BDO USA, LLP Nattaly Jeter, National Assurance Director, BDO USA, LLP Andrew Moore, National Assurance Senior Manager, BDO USA, LLP Event details and registration

04.27.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 IA Webinar Series: Corporate Social Responsibility: Reporting on Environmental, Social and Governance (ESG) The concept of sustainability is not new. However, over the last couple of years we have seen an increase in demand for transparency around organizations’ corporate social responsibility, especially as related to diversity and inclusion efforts. Reporting on ESG is important to many stakeholders including investors, customers, employees and partners. This session will explore ESG practices and associated risks and how all contribute to a company’s full risk profile. Shanna St. Martin, Managing Director, Risk Advisory Services, BDO USA, LLP Alejandro Anievas, Director, Risk Advisory Services, BDO USA, LLP Event details and registration

FEI LEARNING OPPORTUNITIES

FEI webinars – Many webinars offering CPE credit are free to FEI members.

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

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.

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.

FEI’s COVID-19 Dashboard – Insights into the COVID-19 crisis and how financial executives are responding.

CHAPTER SPONSORS

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.

Chapter Title Sponsor

Strategic Partners

Special Events Partner

Platinum Sponsors

Special Partners

Mentoring Partner

Spring Social Partner

Winter Social Partner

Academic Partners

Communications Sponsors

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

Other Resources About FEI FEI Daily FEIconnect CPE Center Member Directory

Membership Information Membership Criteria Become a Member

‌ ‌ ‌

FEI Dallas Chapter P.O. Box 801363 Dallas, TX 75380-1363

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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.