North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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12.08.20 | 7:30-9:00 a.m. | 1.5 CPEs | Registration open through start of meeting
Dallas Technology Breakfast 2020 | VIRTUAL
Using Technology Strategically to Transform into the New Normal and Beyond
COVID-19’s social, economic, and market impact exceeds previous crises including the 2008 Global Financial Crisis. The recovery path while variable requires business to define a resilient “New Normal” and will require technology improvements and investments for recovery in Industrial, Consumer & Retail, Information, Communication & Technology, Energy and Natural Resources, Healthcare & Life Sciences and Financial Services. Where are the opportunities? What to embrace?
Charles Cochran, Principal, Transformation Delivery, KPMG
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters, prospective members and other non-members by invitation
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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.
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01.12.21 | SAVE THE DATE | 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
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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
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Due to continuing social distancing restrictions, the Fall Social planned for Oct. 26 has been cancelled. The Special Events committee is working on the Winter Social planned for February 2021 and the Spring Social planned for April 2021, and will publish details as they become available. |
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Virtual events will continue for the foreseeable future. For meetings with programs, CPE credit will be available subject to attendance criteria.
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11.24.20 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
Mindset Mastery: How to Gain Clarity and Thrive in Challenging Times
Based on the work of Napoleon Hill, we all possess faculties that the most successful leaders and entrepreneurs throughout history have used to create their results. When you learn this in order to gain clarity on your personal vision and apply them to your life, you will find new ways to determine the best path forward for your career, your challenges become smaller, you will have more drive and energy to achieve your goals with greater impact. This will enable you to get unstuck, or quickly pivot to a new direction while building upon the foundation you already have. In this session, you will have an opportunity to define and design the results you would love to create – and learn proven tools & strategies that will enable you to move forward quickly.
Ngan Nguyen, CEO, Cintamani Group
Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups
CPE credit available to all attendees
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12.15.20 | 6:00-8:00 p.m. (Central) | Date change to the 3rd Tuesday due to the holidays
Career Management Holiday Networking Happy Hour | VIRTUAL
Perfect Pairings Social with DFW FENG: Wine + Dine + Social
The FEI/FENG Career Management meeting in December is the annual Holiday Happy Hour on the third Tuesday instead of the fourth due to the holidays. This year is special, a ZOOM Networking Happy Hour with wine, cheese and charcuterie pairings by Central Market. Participants will break out into rooms to network while tasting, with a random shuffle to a different room for each wine. The cost is $35 per participant with FEI underwriting the majority of the expense. This covers three full bottles of quality wine, assorted cheeses, meats, nuts and fruits, enough for several people. We encourage participants to invite their significant others or to have friends over to enjoy the occasion while safely distancing. We want this to be FUN along with the networking!
This “invitation only” event is open to FEI Dallas Chapter members in the In-Transition Membership Category and members of DFW FENG.
Cost: $35 | Register early! Attendance capped at 100 on a first-come first-served basis.
Pre-registration and payment at the FEI Dallas Chapter website is required to hold your spot. Registration instructions will be emailed to eligible members of FEI Dallas and DFW FENG.
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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
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The plan for Special Interest Group meetings in 2020-21 is to have a virtual event for each SIG in the fall, and two in-person meetings in the winter/spring timeframe. Meetings will be simultaneously streamed for people who choose not to attend in person, and CPE credit will be available subject to attendance criteria. Smaller group sessions will be conducted before or after meetings via Zoom breakout rooms. More details to come. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology. |
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11.24.20 | 12:15 p.m. (Central) | Presented by the University of Dallas
WEBINAR
UD Leadership Lab: Strategic The Virtue of Gratitude in the Workplace
In the spirit of Thanksgiving, join us as we hear from Dr. Jonathan J. Sanford, Provost and Professor of Philosophy of the University of Dallas. This talk will showcase leadership excellence through the virtue of gratitude as it is applied in the workplace. Gratitude is considered the greatest virtue of all and the parent of all other virtues. Join us as we learn more about gratitude and its importance in our daily lives.
Dr. Johnathan J. Sanford, Provost & Professor of Philosophy, University of Dallas
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12.01.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
2021 Outlook: Considerations for Employee Benefit Plans
As year-end approaches and COVID-19 continues to impact plan governance and administration, you may be wondering how these events could impact your organization's employee benefit plans (EBP).
Join us for our annual EBP webcast, in which we’ll share insights from 2019 audits and potential implications for 2021. Benefit-plan professionals will also answer questions, address concerns, and expand on key topics, such as:
· Results of 2019 plan audits and similarities to 2018
· Benefit plan challenges that occurred in 2020
· What’s on the horizon for benefit plans in 2021
· Methods for improving plan administration and operations
Theresa Coluccio, Senior Manager, Moss Adams
Cathy PeBenito, Senior Manager, Moss Adams
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12.01.20 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
2020 Form 1099: Filing Update for Nonemployee Compensation
This year’s Form 1099-MISC reporting includes a major change that will impact most filers in some way. For 2020 and years going forward, nonemployee compensation reporting has been removed from the Form 1099-MISC and must be reported on the new Form 1099-NEC.
Join us for a webcast addressing updated requirements, deadlines, and complications regarding state reporting for recipients of more than one income type. We’ll cover key concerns and steps you can take to stay compliant.
Erin Fennimore, Director, Moss Adams
Jill Dymtrow, Director, Moss Adams
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12.01.20 | 12:00 noon (Central) | Presented by FEI Houston Chapter and Stout
WEBINAR
Addressing Capital Structure & Liquidity Issues Amidst COVID-19
Since the onset of the global pandemic, companies across a wide range of industries are confronting a myriad of challenges to their operations, financial performance and liquidity which has impacted their relationship with lenders and other creditors and in some cases, has threatened the viability of their business. While some businesses are thriving in the current circumstances, many others are struggling in unfamiliar financial territory. In this webinar, Special Situations and Restructuring professionals from Stout will discuss how companies can navigate this financial uncertainty and arm themselves with the knowledge and tools they need to weather this current economic turbulence, preserve flexibility, and arrive at the best possible outcomes for their business and constituents.
Mike Krakovsky, Managing Director, Special Situations, Stout
John Baumgartner, Managing Director, Bankruptcy & Restructuring, Stout
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12.01.20 | 4:45 p.m. (Central) | Presented by FEI New Jersey
WEBINAR
Economic Take | Virtual Discussion with Jim Glassman, Chase
During this interactive session hosted as a Zoom meeting, Jim will provide relevant, timely insights to help the audience break through the noise and better navigate today’s turbulent business environment. He will discuss impact of rising rates of COVID-19, vaccine news, year-end outlook, 2021 forecast and more… Participants will be visible on camera, able to ask questions and speak with other attendees., preserve flexibility, and arrive at the best possible outcomes for their business and constituents.
Jim Glassman, Head Economist, Commercial Banking, JPMorgan Chase
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12.02.20-12.16.20 | Presented by Moss Adams
VIRTUAL SERIES
Value Creation Webcast Series
When faced with an uncertain environment, one of the best steps you can take is proactive planning for both the short and long term. This series of webcasts is designed to help your company do just that. We’ll provide tools and guidance to help you navigate growth and profitability challenges industry brought on by COVID-19 and prepare for recovery.
12.02.20 | Digital Transformation & Customer Experience | Register
12.09.20 | Supply Chain Management | Register
12.16.20 | Preparing Your Company for Acquisition | Register
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12.02.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Digital Transformation & Customer Experience
Join us to gain a deeper understanding of how technology can help offer your business a competitive advantage and reduce costs. We’ll discuss how to:
· Develop a robust digital marketing capability to drive client acquisition in the pandemic environment
· Leverage newer technologies such as augmented reality, AI and Touchless Commerce
· Understand the role and importance of customer experience in retaining existing clients and winning new ones
· Drive execution with today’s solutions
Bill Rusitzky, Partner, Newport
Mike Zelda, Partner, Moss Adams
Ashley Crowder, CEO, Co-Founder, VNTANA
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12.02.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Renewable Energy Tax Update
With fluctuating demand and uncertainty around regulations and the upcoming election, today's energy companies balance numerous challenges, nearly all of which have tax implications. Join us for our webcast to learn about current tax changes and how to plan for them.
Eric Rohner, Partner, Moss Adams
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12.02.20 | 4:00 p.m. (Central) | Presented by FEI Boston Chapter
WEBINAR
A Look Ahead with Corey Thomas and Janet Wu: Reopening, Real Estate and Racial Equity
What are the top issues of 2021 and what does the new year look like? Join FEI Boston and Corey Thomas, CEO of Rapid7, a leading cybersecurity firm, and Janet Wu, Anchor/Reporter, Bloomberg, for a conversation on reopening MA; office space utilization; and racial equity. Corey will discuss these issues and more as we look ahead to 2021. Corey, who serves on the governor’s reopening advisory board, moved his company into 147sq feet of new office space in July 2019. He is also a founding member of the Commonwealth Racial Equity and Social Justice fund, a philanthropy providing resources to communities of color to educate and empower businesses and youths.
Corey Thomas, CEO, Rapid7
Janet Wu, Anchor/Reporter, Bloomberg
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12.03.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Oil and Gas Tax Update
With fluctuating demand and uncertainty around regulations, today's energy companies balance numerous challenges, nearly all of which have tax implications. Join us for our webcast to learn about current tax changes as well as those expected to take place with the upcoming election—and learn how you can plan ahead.
Pat Hanley, Partner, Energy Group Tax Leader, Moss Adams
Duane Snyder, Partner, Moss Adams
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12.03.20 | 10:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Impact of COVID-19 on Enrollment, Tuition, and Finances
The COVID-19 pandemic continues to be a major disruption for colleges and universities. Higher education leaders have responded quickly, with most institutions canceling in-person classes and moving to online-only, but they continue to face enrollment and financial challenges. To help higher education leaders navigate enrollment and financial uncertainty, Moss Adams and Lapovsky Consulting conducted a survey to gather current information on the state of higher education enrollment and finances.
Join us for this webcast in which we’ll share insights on the survey findings and other relevant data, discuss some of the challenges higher education institutions continue to face, and offer strategies to consider as you plan for the future.
Melissa Harman, Partner and Higher Education National Practice Leader, Moss Adams
Lucie Lapovsky, Principal, Lapovsky Consulting
Colleen Rozillis, Director, Business Consulting Services, Moss Adams
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12.08.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
The Impact of COVID-19 on the Local Economy
As COVID-19 continues to impact individuals and businesses across Washington and Oregon, what is the status of the local economy and what are some things to keep in mind as the year comes to a close?
Join us as Dr. Michael Wilkerson, Partner and Director of Analytics at ECONorthwest, discusses how the pandemic has affected the Pacific Northwest economy and what lies ahead for 2021. Dr. Wilkerson will answer your questions, address concerns, and expand on key topics such as:
· How the pandemic has affected the PNW economy today and what’s expected going forward
· Portland’s economic status after reopening
· Why, after spiking, unemployment is starting to decline
· How consumer spending in Oregon and Washington compares to nationwide trends
· The impact of COVID-19 on real estate
Dr. Michael Wilkerson, Partner and Director of Analytics, ECONorthwest
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12.08.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Fall 2020 Update: Not-for-Profit Auditing and Accounting
To maintain your not-for-profit organization’s tax-exempt status and expand its impact, it’s important to understand key regulatory developments and their potential effects on the sector.
Join us for a webcast addressing critical developments in auditing and accounting standards and their impacts on not-for-profit organizations. We’ll discuss updates from the Financial Accounting Standards Board (FASB), the effects of COVID-19 on organizations like yours, and other key topics, such as:
· Accounting and financial reporting impact of COVID-19 and the CARES Act
· Upcoming accounting standard updates and potential effects on financial statements
· Approaching changes to audit report language
Sasha Correnti, CPA, Senior Manager, Moss Adams
Adam Bowman, CPA, Senior Manager, Moss Adams
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12.09.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Supply Chain Management
This webcast will discuss how to shift from a cost-driven, Asia or China centric-model to a resilience-driven model with near-shore sourcing, alternative sources of supply, as well as strategies around sustainability.
Michael Bruney, Partner, Newport
Sam Simmons, Partner, Newport
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12.09.20 | 11:00 a.m. (Central) | CPE TBD | Presented by FEI Boston Chapter
WEBINAR
A Look Inside with Bob Rivers, CEO, Eastern Bank: Diversity, Inclusion and an IPO
Join FEI Boston, CEO of Eastern Bank, Bob Rivers and Carla McCall, Co-Managing Partner with AAFCPAs for a "fireside chat." Bob Rivers is a long-time advocate for diversity, inclusivity and community engagement. With the bank's IPO completed in mid-October, Bob is now responsible not only for the largest community bank in New England , but he also now must answer to Wall Street. Learn first-hand how Eastern Bank's commitment to diversity and inclusion, led from the top by the CEO, is an integral part of the bank's "Join us for Good" growth orientation.
Carla McCall has been named one of 2020’s Most Powerful Women in the Accounting Profession by the American Institute of CPAs (AICPA) will act as host.
Bob Rivers, CEO, Eastern Bank
Carla McCall, Co-Managing Partner, AAFCPAs
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12.10.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Not-for-Profit Tax Update for Fall 2020
Join us as we discuss important tax updates from the US Department of the Treasury, Congress, and the IRS affecting tax-exempt organizations. We’ll cover a number of topics, including:
· The Taxpayer Certainty and Disaster Tax Relief Act of 2019
· COVID-19 related updates
· Excess compensation
· 990-T unrelated business income silo reporting
· Tax reform
Michael Lumsden, CPA, Senior Manager, Moss Adams
Jane Coleman, CPA, Senior Manager, Moss Adams
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12.15.20 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Evolving Provider Relief Fund Reporting & Audit Requirements
COVID-19 has had a significant financial impact on health care providers—and the Provider Relief Fund (PRF) has helped providers weather the storm. That said, the guidance surrounding the PRF has changed significantly and multiple times since the beginning of the pandemic, leaving many organizations to question whether they will be able to retain the awards, and how they will be required to report to federal agencies. Recipients will need to prepare for the upcoming reporting and potential audit requirements related to these funds.
Join us to learn current 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. Additionally, we’ll discuss the unknowns and clarifications to look for in future guidance.
Aparna Venkateswaran, Senior Manager, Health Care Practice, Moss Adams
Melaney Scott, CIA, CHC, Senior Manager, Health Care Consulting Group, Moss Adams
Georgia Green, MS, CHFP, Manager, Health Care Consulting Group, Moss Adams
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12.16.20 | 8:00 a.m. (Central) | Presented by Moss Adams
WEBINAR
Preparing Your Company for Acquisition
This webcast is designed to help organizations find answers to questions that commonly arise when a company is faced with a potential acquisition. These include:
· What is my company worth?
· What can be done to influence the value of my company?
· How much money do I need from the sale of my company?
· When should I start planning to sell my company?
· What if I receive an unsolicited offer for my company?
Rich Anderson, Partner, Moss Adams
Ferey Faridian, Managing Director, Newport
Michael Evans, Managing Director, Newport
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12.17.20 | Presented by Sage Intacct
VIRTUAL SERIES
Healthcare Hangout
Join these 30-minute sessions and take the opportunity to network, learn, and share with your healthcare finance peers. The healthcare industry is experiencing exceptional change, but how can we, as finance leaders, lead our organizations out of crisis and reignite growth? Let’s discuss and share strategies for gaining visibility and insight into organization financials, using technology to drive growth, and insights into what’s next for the healthcare industry.
12.17.20 | What’s On Tap for 2021
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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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