North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Election of FEI Dallas Chapter Officers 2022-23
Voting Ends Today | March 28, 2022
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 28, 2022 and results will be announced at the monthly meeting on April 11. Voting is anonymous; no individual information is collected or shared.
All Dallas Chapter members in good standing have been sent an email directing them to the survey.
The Dallas Chapter Nominating Committee comprised of the most recent three past presidents – Ron Rushing, Deborah Southwell, and Nicole Phelan – and chapter president Jim Howe present the following slate of officer candidates to serve the chapter in 2022-23. 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
Jay Smith, Southwest Regional Director - Finance and Accounting/Data Analytics, Jefferson Wells
First Vice President | Programs
Jim Farrell, Director, EBB Group and CFO, GHIG Services
Second Vice President | Membership
Tom Beitel, VP Finance, Siemens Industry Software Inc.
Secretary | Treasurer
Miguel Molina, CFO, Avocados From Mexico
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Discount to FEI Members and Dependents for University of Dallas Graduate Business Programs
FEI Dallas is pleased to announce an education benefit offered through our Academic Partner, the University of Dallas Satish & Yasmin Gupta College of Business. Members of FEI, their spouses and dependents are eligible for a discount on the masters programs in the Gupta College of Business and continuing education programs in the college's Center for Executive Education. Visit udallas.edu/fei for program details.
Want to Know More?
Two interactive virtual information sessions led by Michael Sarles, Admissions Counselor for the Gupta College of Business, have been scheduled to provide information to qualified FEI members and dependents.
Questions?
Michael Sarles | Admissions Counselor
Satish & Yasmin Gupta College of Business
University of Dallas
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Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Starting in January, programs will no longer be livestreamed for virtual attendance. Meetings start 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. As of March 24, 2022, COVID Safety Protocols have been discontinued at FEI Dallas in-person events.
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04.11.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
How to Read Body Language for Success in Business 2.0
Would you like to read another person’s mind? Would it be helpful to better understand a person’s thoughts during negotiations, a business meeting or a job interview? It is estimated that 93% of communication is non-verbal (only 7% is the words being spoken). You will learn to focus more on the other 93%. This presentation will give a brief background into primal body language, show that it is automatic, universal and cannot be suppressed. You will also learn rapport-building body language and which stress indicators to avoid. Your body cannot lie and is constantly communicating whether you are speaking or not. Your will learn to be a better communicator.
Kendall Helfenbein | CFO, Vandelay Hospitality Group
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Pricing Pressures Dallas Builders are Facing
This program will focus on the various aspects that have had a trickle-down effect to the Dallas Builders Association, from the tornados that cut a wide swath through parts of Dallas, the COVID pandemic and resulting delays and business slowdown, the recent severe ice storms, current supply chain issues, and the delay in getting permits issued in the City of Dallas.
Phil Crone | Executive Officer, Dallas Builders Association
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
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2021-22 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter Meetings are held at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees.
2021 – Programs livestreamed and eligible for CPE credit
September 13*
October 11*
November 8*
2022 | Meetings are IN PERSON ONLY, no virtual option unless otherwise indicated
January 10*
February 7* – First Monday due to holiday conflict
March 14*
April 11
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04.05.22 | 5:30-8:30 p.m.
Spring Social 2022 | Wine Tasting & Dinner
Dallas Arboretum: A Tasteful Place, 8525 Garland Rd., Dallas, TX 75219
Title Sponsor: PNC Bank
5:30-7:00 p.m. | Wine Tasting on the Pavilion
7:00-8:30 p.m. | Buffet Dinner & Sommelier Presentation
Open to FEI Dallas Chapter members and sponsors
LIMITED CAPACITY | Registration open through 03.28.22 or until capacity limits are met.
COVID Safety Protocols are no longer in effect for this event.
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05.02.22 | 11:00 a.m.-8:00 p.m. | SAVE THE DATE
Spring Social 2022 | Golf Tournament
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor: PNC Bank
11:00 a.m. | Check-in, golfers & sponsors
11:00-1:00 p.m. | Driving Range and Putting Green open
12:00 p.m. | Box lunches in the Hospitality area on the patio
1:00 p.m. | Mega Putt contest at the Putting Green
1:45 p.m. | Shotgun Start, 6-person scramble
Open to FEI Dallas Chapter members and sponsors
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Monthly Career Management meetings with FENG are virtual until further notice. 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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04.19.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG | VIRTUAL
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 pending
CPE credit available to all attendees
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2021-22 FEI Dallas Career Management Monthly Meeting Schedule
FEI Dallas Monthly Career Management Meetings will be held in association with The Financial Executives Networking Group (FENG).
2021
July 27 | 4th Tuesday | VIRTUAL
August 17 | SOCIAL
September 21
October 19
November 16
December 21 | HOLIDAY HAPPY HOUR
2022 | Virtual until further notice
January 18
February 15
March 15
April 19
May 17
June 21
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03.29.22 | 4:30-6:15 p.m. (Central) | 1.5 CPEs
Manufacturing/Distribution CFO Series | IN PERSON + VIRTUAL
M&A: Is Now A Good Time to Buy?
Whitley Penn, First Floor Conference Room, 8343 Douglas Ave., Dallas
This program will cover the current issues buyers and sellers are experiencing in Mergers and Acquisitions.
Barrett Kingsriter | Senior Managing Director, Pinecrest Capital Partners
Marshall Viney | Partner, Skylark Private Equity
Richard Rafferty | Member, Clark Hill PLC
David Chisum | SVP & CFO, Trident Solutions, Inc.
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing/Distribution sectors
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03.31.22 | 5:00-7:30 p.m. (Central) | 1 CPE
Real Estate CFO Series | IN PERSON
PGA Frisco – The Halo Effect
Lawry’s The Prime Rib, 14655 Dallas Pkwy., Dallas
Clay Roby, Managing Director with Stillwater Capital, led the development of the PGA Frisco- The Link 240-acre mixed-use project near the PGA of America’s new 600-acre headquarter campus. The Link will feature Class A office, luxury residential, destination retail, boutique hospitality and entertainment uses. Clay will tell the story about how the deal came together with City of Frisco, the PGA, provide a current status, and what this will mean to the city of Frisco and surrounding areas.
Clay Roby, Managing Director, Stillwater Capital
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
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04.28.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Technology CFO Series | IN PERSON
Update on Blockchain Technology – including Cryptocurrencies and Non-Fungible Tokens (NFTs)
Moss Adams First Floor Conference Room
Blockchain is an immutable database of information to manage businesses, and is the technology that allows Cryptocurrency to exist and Non-Fungible Tokens (NFTs) to be created, and has been more important every day. This presentation will provide details about Cryptocurrency and NFTs, and related business, ethical, and tax issues so you are better prepared to help your clients. There are international legal issues as governments around the world are trying to cope with new laws required to protect Cryptocurrency and NFTs.
Natalie Smolenski | Head of Business Development, Hyland Innovation
Laura Ganoza | Partner, Foley & Lardner LLP
Peter Vogel | Of Counsel, Foley & Lardner LLP
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
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03.29.22 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Internal Audit Webinar Series: Internal Audit in the Age of Digital Revolution
The proliferation of data and technology is shaping all aspects of business, and the internal audit profession is no exception. This session will explore what Internal Audit teams must consider when assessing risk and controls in a more agile and data driven manner.
Savvas Georgopoulos | Managing Director, Analytics and Innovation, Risk Advisory Services, BDO USA, LLP
Shana McGee | Director, Risk Advisory Services, BDO USA, LLP
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03.31.22 | 12:00 noon (Central) | Up to 2 CPEs | Presented by BDO USA, LLP
WEBINAR
Pension and OPEB Accounting and Reporting
This live session will review the requirements for Pension and Other Post Employment Benefits Accounting.
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04.05.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
BDO’S Life Sciences Governance, Risk & Compliance Webinar Series: Website Compliance
If there's one issue that's top of mind for life sciences executives, it's data privacy. Life sciences organizations are collecting and consuming more protected health information (PHI) than ever before. Many are wrestling with dual data challenges: how can they continue to achieve high growth without compromising patients’ privacy?
James Amsler | Director, Governance, Risk & Compliance, Privacy Technology Leader
BDO USA, LLP
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04.05-07.22 & 04.12-14.22 | Times vary | Up to 12 CPEs | Presented by BDO USA, LLP
WEBINAR
Nuts & Bolts HUD Accounting, Budgeting & 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, BDO USA, LLP
Nick Auriemma, CPA, CFE | Partner, BDO USA, LLP
Jason Casterline, CPA | Managing Director, BDO USA, LLP
Dwayne Tucker, CPA| Director, BDO USA, LLP
Jake Bastoni, CPA | Senior Manager, BDO USA, LLP
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04.13.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q1
Join us as we discuss developments that occurred during the first quarter of 2022 with respect to various topics in accounting and financial reporting.
Paula Hamric | Professional Practice Partner, SEC Services, BDO USA, LLP
Angela Newell | Professional Practice Leader, Accounting & Assurance, BDO USA, LLP
Amy Rojik | National Managing Partner, Corporate Governance, Communications & Emerging Issues, BDO USA, LLP
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04.13.22 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
A Real Look at Retail In 2022: The CFO Take
More than a quarter of retail CFOs described their business performance as thriving, according to BDO’s 2022 Retail CFO Outlook Survey.
Natalie Kotlyar | Assurance Partner, National Managing Partner, Industry Groups, Retail & Consumer Products National Industry Leader, BDO USA, LLP
David Berliner, CPA, CIRA, CTP | Partner, Business Restructuring Services, BDO USA, LLP
Ted Vaughan | Assurance Managing Partner, BDO USA, LLP
Robert Brown | National Digital Leader, Retail CPG, BDO USA, LLP
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04.20.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Considerations for ERP Selections For Government Contractors
Every day government contractors rely on the information from its Enterprise Resource Planning (ERP) system to make business decisions and perform its business processes. Outdated software can leave them at a disadvantage against its competitors that are leveraging the benefits offered in newer systems.
Kasra Mojtahedi | Director, Industry Specialty Services, BDO USA, LLP
Brian Belskey | Manager, Industry Specialty Services, BDO USA, LLP
Matt Hoover | Senior Associate, Industry Specialty Services, BDO USA, LLP
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04.20.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2022 IFRS Quarterly Update: Session 1
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
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04.26.22 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Internal Audit Webinar Series: The Internal Auditor of the Future
In addition to solid communication and organizational skills, what are the skills needed for the internal auditor of the future?
Colleen Duffy | Managing Director, Risk Advisory Services, BDO USA, LLP
Alejandro Anievas | Senior M
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05.03.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: May 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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05.12.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Tax Innovation Webinar Series: Optimize Your Transfer Pricing Approach with Tech
In this session we will discuss how to identify the best situations to apply technology, how to navigate the acceptance process, and what to consider ahead of time for a successful implementation.
Yvonne Golby | Managing Director, Transfer Pricing Implementation & Automation, BDO USA, LLP
Herb Lockyer | Managing Director, Tax Performance Engineering, BDO USA, LLP
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05.13.22 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
Solving the Puzzle of Software Selection
While Enterprise Resource Planning (ERP) systems are aging and Cloud ERPs are maturing, companies need to evaluate whether to select new software or stay with current software. Which software company fits my needs? Should we go to the cloud or stay on-premise? Best of breed or single solution? Selecting an ERP can be an intimidating task that should not be taken lightly. ERP systems can touch every aspect of an organization: human resources, finance, procurement, sales, and more. This presentation will help attendees walk through a process that will evaluate the reasons to select or not select a new ERP and what steps should be taken when selecting a new ERP.
Jeff Servidio | Managing Partner, Momentum Solutionz
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05.16.22 | Presented by TXCPA Dallas
Convergence 2022 | IN PERSON
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel at The Star, Frisco
This premier educational event will include five tracks – 26 sessions in all – on accounting, finance, legislative, tax, and legal topics with a luncheon keynote address presented on the Cowboys practice field by Chris Cassidy, former Navy SEAL, astronaut, Bronze Star recipient, and current CEO of The National Medal of Honor Museum.
FEI Dallas is a Silver Sponsor of this event and FEI members enjoy discounted pricing.
FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.
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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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