North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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Monthly Chapter Meetings in 2021-22 will be in person on 2nd Mondays at Northwood Club unless otherwise noted, starting with a Professional Development session followed by the Networking Social and Dinner Meeting. For the fall meetings (September-November), the two educational programs will be livestreamed via Zoom and eligible for CPE credit. Stay tuned for more information as plans for 2021-22 scheduling evolve.
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09.13.21
Monthly Chapter Meeting | IN PERSON + Livestreamed Programs
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Programs will be livestreamed and eligible for CPE credit.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed
Environmental, Social, and Governance (“ESG”) – What Is It? Why and How to Implement It
Environmental, social, and governance (ESG) disclosures are now standard for many organizations as public awareness grows around an expanse of principles and priorities. Join us to explore what ESG encompasses; why you should be engaged; and how to move your organization forward. Three simple letters – ESG – represent a broad spectrum of opportunities and risks that all organizations need to consider. Stakeholders, including investors, lenders, customers, and employees value transparency, accuracy, and consistency of ESG issues and related risks at levels equal to a company’s financial reporting. Specialists from Moss Adams will provide their perspective on these topics and share insights related to what they are observing in the market and how to implement it in your organization.
Laurie Tish | Partner, Moss Adams
Tricia Bencich | Associate Director, Moss Adams
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE | In Person
7:00-8:00 p.m. Keynote Presentation | 1 CPE | Livestreamed
How Market Forces Have Created Growth Opportunities for the Manufactured Home Industry
The affordable home crisis has put traditional site-built homes out of reach for millions of Americans. Manufactured homes are redefining the concept of homeownership. Affordability, quality, features, amenities, customization, and value appreciation are no longer exclusive to traditional home ownership. Matt Mathison will discuss how Treehouse Communities has adapted its business model to create value for investors by offering manufactured housing solutions to prospective home buyers.
Matt Mathison | CEO, Treehouse Communities + CFO, Fifth Partners
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 will be livestreamed and eligible for CPE credit
September 13
October 11
November 8
2022
January 10
February 7 – First Monday
March 14
April 11
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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, and The University of Texas at Dallas. We are so grateful for their participation and contributions to FEI Dallas. Each university has determined if their event will be virtual or in person, and CPE credit is offered for all programs.
JUNE 29 | UNIVERSITY OF DALLAS | VIRTUAL
Thinking Strategically About Leading and Managing Remote Work in Financial Services
Dale Fodness, Ph.D. | Associate Professor, Gupta College of Business
JULY 19 | UNIVERSITY OF NORTH TEXAS | VIRTUAL
Managing Success – Mapping Strategy, Leadership, Culture and Control Systems
Govind Iyerm, Ph.D. | Hershel Anderson Endowed Professor, G. Brint Ryan College of Business, University of North Texas
SEPTEMBER 28 | THE UNIVERSITY OF TEXAS AT DALLAS | VIRTUAL
Are Today’s Equity Markets Rational? – GameStop vs. Wall Street
Panel discussion led by David Springate, Ph.D. | Finance Professor & Director, UT Dallas Center for Finance Strategy Innovation
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09.28.21 | 7:30-9:30 a.m. (Central) | 2 CPEs | SAVE THE DATE
FEI Dallas Chapter Summer Series | WEBINAR
Are Today’s Equity Markets Rational? – GameStop vs. Wall Street
Presented by The University of Texas at Dallas
This meeting was originally scheduled to be in person but is now virtual.
GameStop (GME), a Dallas-based company, was trading at $4/share 14 months ago. By last September it doubled, by December it doubled again, then during three weeks in January the share price exploded, peaking at $380. What does it mean when individual investors using social media platforms like Reddit produce a short squeeze that brings billion-dollar hedge funds to their knees? Many of us have wondered if patterns of personal investing have really changed. Was this just a joke done by a crowd of renegades? Or is this something we should pay attention to? There is more. What are the implications of the changed corporate financings, changed corporate valuations, and new marketing approaches we have seen as a result? Are there wider changes afoot than democratization given the rise of social media and information flows? What are financial actors like hedge funds, investment managers, wealth managers doing in response? Will there be regulatory changes? Could the emergence of consumer power in financial markets spread elsewhere?
David Springate, Ph.D. | Finance Professor & Director, UT Dallas Center for Finance Strategy Innovation (moderator)
Panelists:
Dory Wiley | President & CEO, Commerce Street Holdings | Heads an investment bank and management company targeted at private equity and hedge funds
Ron Nash | Principal, Nash Technology Group | A former technology executive with Fortune 500 companies, a former venture capital executive, and a former CEO or chairman of multiple IT companies
Gil Sadka, Ph.D. | Associate Professor of Accounting, The University of Texas at Dallas | An expert in asset pricing and capital markets
Elizabeth Jones | Associate Director, UT Dallas Center for Finance Strategy and Innovation
Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation.
Pre-registration at the FEI Dallas Chapter website required
Registration open until start of the event | Registration information pending
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12.07.21 | SAVE THE DATE
Dallas Technology Breakfast 2021 | IN PERSON
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
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 information pending
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IMPORTANT CHANGES TO CAREER MANAGEMENT MEETINGS | Starting in August 2021, monthly Career Management meetings with FENG will be in person on the 3rd Tuesday of each month year-round. Meetings will be hosted by Bank of Texas at Sherry Lane Place in Dallas. in the ground floor conference room. Light food and drinks will be provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event.
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09.21.21 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
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.
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 for CPE eligibility | Registration information pending
CPE credit available to FEI members
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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 | IN-PERSON SOCIAL
September 21
October 19
November 16
December 21
2022
January 18
February 15
March 15
April 19
May 17
June 21
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For the 2021-22 year, SIG meetings in September will be virtual. Going forward, the SIGs may host in-person meetings which may be livestreamed for those who choose not to attend in person.
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09.07.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Manufacturing-Distribution CFO Series | VIRTUAL
Health Benefits Captives – Are They the Right Choice for You?
Review the key mechanisms of a health benefit captive and discuss the pros and cons of captive membership from various perspectives (manager, member).
Dirk Hansen, CEBS | Senior Vice President – Employee Benefits Practice Leader, RHSB
Emmanuel Dubois | CFO & Treasurer, Overwraps Flexibles
Chip Sernyak | SVP of Sales, ParetoHealth
Scott Wellman | CEO, Puritan Medical Products Co.
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing-Distribution sector
Registration open until the start of the meeting
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08.31.21-09.02.21 | 10 CPEs | Presented by Moss Adams
VIRTUAL CONFERENCE
2021 Virtual Telecommunications Management Conference
Join us for our virtual three-day conference addressing key strategies for establishing a path to success in an increasingly complex and competitive industry. Designed for management-level telecommunications professionals, this in-depth training will cover a variety of telecommunications insights, ranging from strategies for individual companies to what’s working for the industry at large. Conference sessions will cover the following:
– Regulatory updates. The present and future of telecommunications regulation.
– Competitive insights and success stories. The present and future of telecommunications broadband competition and pricing and company success stories.
– Technology developments. The future of telecommunications networks and technologies.
– Auction insights. Reverse auctions and their potential future use in the distribution of Universal Service Funds (USF).
– Valuation overview. Mergers, acquisitions, and valuations in the telecommunications industry.
– Management analytics and application. How data analytics are being used to drive the management decision-making process.
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09.01.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The BDO Tax Strategist Webinar Series: Third Quarter Tax Planning Considerations for Your Business
Join BDO for a session on tax considerations you can begin implementing now through the end of the year to effectively lower your business's total tax liability. This is the second webinar in BDO's Tax Strategist Webinar Series.
John Nuckolls | National Technical Practice Leader, Private Client Tax Services, BDO USA LLP
Kevin Anderson | National Managing Director, Corporate Tax and Mergers & Acquisitions, BDO USA, LLP
Randy Schwartzman | National Technical Practice Leader, Corporate Tax and Mergers & Acquisitions, BDO USA, LLP
Todd Simmens | National Technical Practice Leader, Tax Policy and Legislation, BDO USA, LLP
Andrew Gibson | National Tax Office Leader, BDO USA, LLP (moderator)
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09.15.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Optimizing Operations Webinar Series: Building Operational Elasticity
After a year of constant change, how will businesses alter their approach to building operational teams in Human Resources (HR) and Finance & Accounting (F&A)?
Greg Gratteau | Managing Director, Business Services & Outsourcing, BDO USA, LLP
Kris Coleman | Founder, Red Five Security
Deb Seeger | Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator)
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09.28.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Internal Audit Webinar Series: Gen Z Talent Development - How to Attract, Develop, & Retain Top Professionals
Gen Z’ers, those born between 1997-2012, are making decisions and relating to institutions in a highly analytical and pragmatic way. It’s easy to understand the technical skills required for our internal audit teams, but understanding core characteristics and how best to work with Gen Z can make us more successful. This session will take a deeper dive into general Gen Z values and beliefs about stability, diversity, work-life blend, independence, digital access and more.
Janet Smith | Managing Director, Risk Advisory Services, BDO USA, LLP
Dawn Williford | Partner, Risk Advisory Services, BDO USA, LLP
Greg Gratteau | Managing Director, Business Services & Outsourcing, BDO USA, LLP
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09.30.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
An Economic Update: The Impact of Recovery and Upside Forces
While the US economy has regained the output loss illustrated during the COVID-19 pandemic recession, the labor market is still making up lost ground—and some uncertainty remains for financial institutions.
Join us for our webcast featuring an economic update and key changes following COVID-19, including potential proposals for additional spending, taxes, and programs. We’ll also cover the upside forces expected to fuel 2021 and 2022.
John W. Mitchell | Owner, M&H Economic Consultants
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10.05.21 | 12:00 noon (Central) | 1.5 CPE | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: October 2021
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.
Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation
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10.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Quarterly Technical Update – Q3 2021
Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q3 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
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10.20.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q3 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.
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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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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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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