North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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The FEI Dallas Chapter membership directory is going to print soon and will be distributed in November. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing showing (as available in the FEI member database): name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot.
FEI Online Member Directory
FEI members also have 24/7 access to FEI’s online membership directory. Links to the online directory are available at the FEI website, the Dallas Chapter website, and at the top of our newsletters and weekly Upcoming Events emails like this one. FEI member login required.
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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 Webinar and eligible for CPE credit. Stay tuned for more information as plans for 2021-22 scheduling evolve.
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11.08.21 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting | IN PERSON + Livestreamed Programs
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Programs are livestreamed via Zoom webinar and eligible for CPE credit.
Registration extended through Tuesday, November 2.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs | In Person + Livestreamed
Behavioral Health, Your Company and You:
What It Is, Why It Is Important, and What You Should Know
Each of four panelists will take up to 10 minutes for a presentation on a specific behavioral health topic impacting businesses in North Texas. They will then take questions from the audience in a facilitated conversation for the remainder of the time. This will be a highly informative session with some of the foremost experts on their subject in Texas. They will cover a range of topics from business and personal perspectives to assist audience members as they navigate behavioral health issues in their workplaces.
PANELISTS
Behavioral Health and Your Healthcare Plan
■ Frank Webster, MD | Senior Medical Director, Behavioral Health, Health Care Service Corporation, parent of Blue Cross Blue Shield of Texas, Illinois, New Mexico, Oklahoma, and Montana
The Anatomy of Crisis
■ Sherry Cusumano, RN, LCDC | Administrative Director of Community Education and Clinical Development, Medical City Green Oaks Hospital; immediate Past President, National Alliance on Mental Illness (NAMI), North Texas
The Cost of Silence
■ Vanita Halliburton | Co-Founder and Executive Chairman, Grant Halliburton Foundation
Mental Health in the Executive Suite
■ Kelly Rentzel | General Counsel, First Foundation, Inc.
MODERATOR
■ Thomas Montgomery | Managing Member, Montgomery Capital Advisors, LLC
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
The Business Case for Mental Healthcare and Mental Health in the Workplace
The onset of COVID with lockdowns and social isolation has exacerbated harmful trends in depression, anxiety, bipolar depression, suicide, substance use disorders, and absenteeism, thus intensifying their impact on the workforce and employers. This program will address the amazing work happening around the country and at MMHPI regarding behavioral health in the workplace, the significant role employers play in the health and wellness of their employees, and why that matters. Financial executives will come away from this talk with an understanding of the financial implications of behavioral health on the workplace and be inspired to be a part of mental health solutions in North Texas.
■ Andy Keller, Ph.D | President & CEO, Meadows Mental Health Policy Institute (MMHPI)
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
Registration for the IN PERSON meeting is closed. Chapter members and sponsors may contact Jackie Dunn to join the waitlist.
Registration for the VIRTUAL meeting is open through the start of the event.
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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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12.07.21 | 7:00-9:30 a.m. (Central) | 2 CPEs | SAVE THE DATE
Dallas Technology Breakfast 2021 | IN PERSON
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
Sponsored by Grant Thornton LLP
The Anatomy of a Breach
Cybersecurity events have become commonplace within corporate America. Indeed, these events are so common that they have altered the landscape in several fundamental ways. Please join us for an in-depth discussion about how these events have changed the nature of enterprise risk management, compliance and legal risk management, insurance coverage, and technology investments.
Get Your Cyber House In Order
■ Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton
Cybersecurity Best Practices
■ Johnny Lee | Principal & National Practice Leader – Forensic Technology, Grant Thornton
■ Peter Vogel | Of Counsel, Foley & Lardner
■ David Parker | Principal | XLP-Executive & Professional Liability, MarshMcLennan Agency
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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11.16.21 | 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.
Top Ten Hiring Mistakes
Rich Lavinski and Tony Beshara are the founders of East 57th Street Partners. Over the years they both have become experts in career management, executive search, and consulting services specializing in the areas of industry recruiting, accounting and finance employment and employment related services. Rich and Tony will discuss common hiring mistakes that companies make when evaluating and hiring job candidates.
Rich Lavinski, CPA, Co-Founder of East 57th Partners
Tony Beshara, Ph.D., Co-Founder of East 57th Partners
Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
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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11.09.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Healthcare CFO Series | VIRTUAL
2021 Healthcare Trends and Activity
Farragut Square Group, a leading healthcare research and advisory firm, will summarize and provide key specifics in such topics as Congressional activity, trends in healthcare and healthcare deals, and developments in managed care.
Brian Fortune | President, Farragut Square Group
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Healthcare sector
Registration open until the start of the meeting
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11.09.21 | 2:30 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR SERIES
CMMI’s Vision of Future Payment Models and Value-Based Care
Join us for the premier keynote session of our 2021 Health Care Executive Webcast Series featuring Dr. Liz Fowler and Dr. Mark McClellan, moderated by Susan Dentzer. We’ll discuss the Center for Medicare and Medicaid Innovation’s (CMMI’s) vision of the future of payment models and value-based care.
Liz Fowler | Deputy Administrator and Director of the Center for Medicare and Medicaid Innovation, Centers for Medicare and Medicaid Services
Mark McClellan | Director, Margolis Center for Health Policy at Duke University
Susan Dentzer | Senior Policy Fellow, Duke-Margolis Center for Health Policy
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11.11.21 | 11:15 a.m.-1:00 p.m. (Central) | Presented by the Dallas Regional Chamber
VIRTUAL & IN PERSON
A Discussion on Economic & Political Trends for 2022
Location: Dallas Regional Chamber, 500 Akard St., Ste. 2600, Dallas, TX 75201
Please join the Dallas Regional Chamber for our annual Year Ahead event, a forward-looking discussion about the economy, political landscape, and important trends and challenges facing the Dallas Region. This year's event will be presented in person and virtually. Attendees joining in person will have a special opportunity to hear a presentation from noted economist Dr. Ray Perryman, President and CEO of The Perryman Group. Space is limited so be sure to secure your spot today.
■ Bob Pragada | President & COO, Jacobs, one of the world’s largest and most diverse providers of technical, scientific, professional and project delivery solutions. Jacobs is a Fortune 250 company headquartered in Dallas with $14 billion in revenue and 57,000 employees around the world.
■ Rick Rieder | Chief Investment Officer, Global Fixed Income at BlackRock, the largest asset manager in the world with $9.5 trillion under management. In his role, Rick is responsible for nearly $2.4 trillion in assets through BlackRock’s investment and risk management services to clients including endowments, pension funds, and insurance companies.
■ Mike Allen, Co-Founder & Executive Editor, Axios (moderator)
Cost: $75 in person (includes boxed lunch); $20 virtual
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11.11.21 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by Moss Adams
ONLINE CONFERENCE
Annual Healthcare Conference 2021
Behavioral Health Transformation and Payment Reform
The COVID-19 pandemic exposed the nation’s overwhelming need to address behavioral health gaps and opened new doors to telehealth treatment and opportunities for payment parity. Join us for a discussion on transformation and payment reform in behavioral health. We’ll address payment parity at the federal and state levels, and how it’s impacting the continuum of care. Additionally, we’ll cover:
– Provide an overview of behavioral health parity across the US
– Discuss what’s happening at state levels to help guarantee commercial payers are covering treatment and leveraging telehealth services
– Explore innovation and upheavals, including consolidation, primary care integration, and new entrants to behavioral health
– Discuss how the pandemic changed how mental health is valued and treated
Patrick J. Kennedy | Former US Representative, US House of Representatives
John Arch | Nebraska State Senator
Shawn Coughlin | President and CEO, National Association for Behavioral Healthcare (NABH)
David Lloyd | Senior Policy Advisor, The Kennedy Forum
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12.08.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Fall Not-For-Profit Tax Update
Join us for our webcast exploring important tax updates from the US Department of the Treasury, Congress, and the IRS regarding implications for tax-exempt organizations. We’ll address the changing tax landscape and provide insight into COVID-19 relief initiatives, as well as the following topics:
– Potential changes under President Biden’s administration
– Congressional guidance
– Recent tax rulings and updates
– Proposed changes to donor advised funds
Pamela Alexanderson | Director, Moss Adams
Jane Coleman | Senior Manager, 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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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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