North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Election of FEI Dallas Officers 2023-24
The following slate of officers were duly elected by FEI Dallas members in good standing and will serve the chapter in 2023-24 effective July 1, 2023. Congratulations to all!
President
Jim Farrell, CFO, Synctive
First Vice President | Programs
Tom Beitel, VP Finance, Siemens Industry Software Inc.
Second Vice President | Membership
Miguel Molina, CFO, Avocados From Mexico
Secretary/Treasurer
Mark Dendle, CEO/CFO, Growers Express, LLC
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05.08.23 | 11:00 a.m.-8:00 p.m. (Central)
Golf Tournament & Awards Dinner 2023
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor | VIP
If you can’t golf, come for dinner!
Two registration options to choose from:
1. Golf Tournament | 6-person scramble | Includes Reception & Awards Dinner
2. Reception & Awards Dinner only
Please register for only one option, not both.
Schedule
11:00-1:00 p.m. | Check-in
11:00-1:15 p.m. | Driving range & putting green open
11:30-1:00 p.m. | Box lunches
11:30-1:10 p.m. | Putting Contest at putting green
1:30 p.m. | Golfers in carts
1:45 p.m. | Shotgun start
Open to FEI Dallas members and sponsors.
Registration deadline – Wednesday, April 26
Golfers – After registering, please email your handicap and any preferred playing partners to Jackie Dunn no later than Friday, April 28.
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Monthly Meetings have concluded for 2022-23 and will resume in September 2023 for FY24. In the meantime, FEI Dallas has many events scheduled over the spring and summer months for education, socializing, and keeping your FEI network vibrant. |
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Monthly meetings are held 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. Although the chapter schedules meetings year-round, there are no monthly meetings 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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2022-23 FEI Dallas Monthly Meeting Schedule
Monthly 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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Now Available!
Wine Tasting 2023, March 30 @ Dallas Arboretum
Monthly Meeting | April 10 at Northwood Club
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SUMMER PROFESSIONAL DEVELOPMENT SERIES |
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The FEI Dallas 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 grateful for their participation and contributions to FEI Dallas. CPE credit will be offered for all programs. Stay tuned, more details to come! |
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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 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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05.16.23 | 5:30-8:00 p.m. (Central)
Career Management Social with FENG
Hosted by Bank of Texas
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 DFW FENG members
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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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04.25.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Retail/Restaurant CFO Series
How to Recruit and Retain Front-Line Employees in a Post-COVID World
The whole country went through radical transformation due to the pandemic. This course will address strategies and best practices to hire, motivate and maintain front-line employees. The panel discussion with Human Resource Executives will provide insight into best practices to ensure firms meet their expected hiring goals.
Matt Heston | Vice President of People, The Saxton Group
David Brian | Chief Operating Officer, Cristina's Restaurants
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Retail/Restaurant sector
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04.27.23 | 5:00-7:00 p.m. (Central) | 1.0 CPE
Real Estate CFO Series
Steve Winn 2.0 - Changing the Game with Technology-Enabled Real Estate Plays
Mirasol Real Estate Partners is a groundbreaking multifamily investment platform rooted in innovation and technology. Sponsored by multifamily tech pioneer, Steve Winn, Mirasol Real Estate Partners is transforming the way portfolios are constructed, operated, leased, and experienced. We do this by creating scale at the local level and deploying innovative cutting-edge technology to create new revenue streams, expense savings, and value - fast.
Gerry Hedgcock | CEO, Mirasol Real Estate Partners
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
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05.02.23 | 4:30-6:30 p.m. (Central) | 1.0 CPE
Technology CFO Series
CFO Outlook: Operating Efficiently in Volatile Markets
Panel discussion with several financial executives to provide an update on the Current CFO Management Styles in Volatile Markets | How To Deal with Inflation and Rising Labor Costs | How To Strategically Manage Operating Costs | Managing Through the Volatile Banking Industry
Hank Coursen | CFO, Cyper Learning
David Rockvam, | CFO, Riskonnect, Inc.
Jorge Pliego Seguin | CFO, Improving
Gisel Rotenberg | GM-AT&T Division, Amdocs
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector
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05.11.23 | 4:30-7:00 p.m. (Central) | 1.0 CPE
Private Equity CFO Series
Interval and Tender-Offer Funds - as an Increasingly Relevant Alternative to PE and VC Funds
Interval funds and tender-offer funds are becoming increasingly relevant alternatives to traditional private equity and venture capital funds. Although they have been around for decades, the changing investment and regulatory landscape for private funds has increased the appeal to alternative asset managers of interval and tender-offer funds, including their ability to reach both institutional and retail investors. Our panel will explore the mechanics of interval funds and tender-offer funds, their appeal, the process for creating one or converting an existing private fund into an interval fund or tender offer fund, the possibility of operating an existing private fund in tandem with an interval fund or tender-offer fund utilizing a co-investment program, and the regulatory requirements of maintaining such a fund, including legal and financial implications.
Terrence O. Davis | Shareholder, Greenberg Traurig
Scott Murray | Shareholder, Greenberg Traurig
Nickolas Davis | Managing Director, Ultimus Fund Solutions
Steven Bartz | Shareholder, Greenberg Traurig
Open to FEI Dallas members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
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PARTNER EVENTS & RESOURCES |
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04.26.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 BDO Spring Board Pulse Survey
This program will explore highlights from our 2023 Spring pulse survey of public company directors. We will break down some of the more newsworthy and prevalent topics that boards are addressing.
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04.26.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Federal Acquisition Regulations in a Nutshell
Join our Government Contract industry professionals as they discuss what government contractors need to know about the Federal Acquisition Regulations (FAR).
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04.26.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Spring Planning Session: Real Estate Investment and Disposition Strategies and Credit Opportunities
Join our panel of BDO professionals as they discuss potential planning opportunities and other important federal, state and local tax considerations surrounding real property transactions.
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04.26.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Medicare Bad Debt: Reporting and Identifying Reimbursement
After completing this training, participants will be able to explain current bad debt regulations and how the most recent cost report instructions and templates introduced in CMS Transmittal 18 affect reporting; define the different types of bad debts and what’s allowed and what’s not; and discuss policy and procedural complications as well as recommended practices for compiling compliant bad debt data for optimal reimbursement.
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04.27.23 | 10:30 a.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
BDO LA Webcast - The Executive Path to the Next Great Opportunity
We would like to invite you to attend our exclusive CXO Webcast. This webcast hosted by BDO USA, LLP features an intimate group format providing a platform for CXOs to discuss hot topics currently impacting their companies and seek guidance from peers who experience similar challenges.
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04.27.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Telehealth Considerations for Tribes
After completing this training, participants will be able to review where telehealth is today and what’s changing after the PHE ends; identify the challenges of the digital divide in access to technology and ways to bridge the gap; and highlight common risk areas in telehealth and guidelines for addressing risk.
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04.27.23 | 3:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
California Tax Issues: The Conversation Continues
We will review real property transfer tax, then pivot to a discussion about a potential state income tax refund and exposure risk for anyone conducting business in California, and end with a recap of the California unclaimed property VCP.
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05.02.23 | 8:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Why You Need a Cloud Enterprise Resource Planning System
Our industry professionals will discuss: the ERP system landscape; common system challenges that make organizations switch ERP systems; the many benefits of a cloud ERP solution.
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05.03.23 | 8:00 a.m. (Central) | 1.5 CPEs | Presented by Moss Adams
WEBINAR
Health Care C-Suite: Prepare for PHE End Regulatory Changes
After completing this training, participants will be able to describe major impacts CMS Transmittal 18 may have on your reimbursement, finance, IT, and compliance teams; describe how the end of the PHE may impact your payer mix and how to prepare for the changes; and list three actions the C-suite can take now to prepare for significant regulatory changes.
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05.03.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Cross-Borders: Spring Planning Session
As global tax developments take center stage, U.S. multi-national enterprises (MNEs) are at risk for more complex tax profiles and increased total tax liability. With so much uncertainty, how can tax departments effectively strategize short-term and long-term goals?
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05.09.23 | 1:00 p.m. (Central) | 1.5 CPEs | Presented by BDO USA LLP
WEBINAR
CMMC Rule Update – How to Be Prepared
Join BDO Cyber leaders as they discuss CMMC level requirements in government contracts and how small businesses can become compliant.
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05.10.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Audit Committee Best Practices for the Oversight of the Internal Audit
This program highlight best practices for the audit committee’s oversight of the internal audit function. We will provide an overview of requirements and best practices together with trends impacting today’s internal audit function that audit committees should keep top of mind in addressing common risk areas.
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05.23.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Internal Audit Webcast Series: Internal Audit of the Future
The Internal Audit profession is going through a period of change, coupled with increased expectations on our role to both protect and create value. Some are being fast-tracked as a result of the global pandemic and rapid advances in technology. Some are being driven by regulatory change, and others by demands of wider stakeholders as transformation, climate change, corporate responsibility and transparent governance are all shaping our worlds.
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05.31.23 | 7:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Navigate Your Next Employee Benefit Plan Audit
After completing this training, participants will be able to describe recent industry developments affecting employee benefit plans; locate resources and templates to help prepare for an employee benefit plan audit; list key recommendations for gathering documents and organization; identify practices to increase audit efficiencies; and explain common challenges in audit preparation and describe how to overcome them.
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06.07.23 | Presented by TXCPA Dallas
Convergence 2023
8:00 a.m.-5:00 p.m. | 8 CPEs available
Omni Frisco Hotel – The Star, 11 Cowboys Way, Frisco TX 75034
The TXCPA Dallas Convergence program is one of the premier educational events for the North Texas accounting industry. The event will feature five tracks of programming presented by nationally-known experts in their respective fields. 1,200 CPAs are expected to participate, which will include a luncheon on the Cowboys’ practice field highlighted by a keynote address presented by Chad Estis, a member of the 2026 Dallas World Cup Bid Committee.
Early Bird pricing | $150. Discount ends on April 21.
Non-TXCPA Dallas members should enter code “23DALLAS” and checkout.
Overnight accommodations available at the Omni Frisco Hotel for the nights of June 6-7 at a special price of $199 per room. Room reservations can be made until 5:00 p.m. on Friday, May 5, by calling Omni Reservations at (1-800) 843-6664 and mentioning “Convergence 2023”.
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06.20.23 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Making the Most of Your Microsoft 365 Investment
If your organization uses Microsoft 365, you may be missing out on opportunities to fully leverage the tools available to you.
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06.21.23 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
2023 Tax Strategist Webcast Series: Summer Planning Session
Through quarterly webcasts and featured Insights, the BDO Tax Strategist covers important tax topics that help businesses make thoughtful and strategic tax decisions.
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07.12.23 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA LLP
WEBINAR
Quarterly Technical Update - Q2 2023
Presented as part of BDO KNOWLEDGE Webcast Series program, the "Quarterly Technical Update – Q2 2023” webcast 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.
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Resources from 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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FEI On-Demand Courses – Take control over your career through our on-demand professional development courses, packages and certificate programs. FEI’s catalog of impactful business knowledge and self-paced programming offers maximum flexibility and Continuing Professional Education (CPE) credits. Discover courses that meet your professional development needs in finance, accounting, leadership, and more.
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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
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 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 email distribution list. If you no longer wish to receive emails from FEI Dallas, please contact Jackie Dunn.
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