North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Ron Rushing
FEI Dallas Chapter President
2020 was a unique and challenging year for everyone. I wish to thank all of you in the FEI community who have contributed so much and helped make it a better year for all of us. I wish you, your family, and your company a healthy and successful 2021! Read more
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Welcome to our Newest Members
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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 | 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
How to Join a Corporate Board and Become an Effective Director
Corporate boards can be conservative and clubby institutions. Yet many senior financial leaders desire and are qualified to join a board. So how can you make the leap from an effective executive to joining a corporate board? Why would you want to? And once you do, how do you know you are doing it right. Hear from our distinguished panelists on how they navigated that chasm.
Amy Rojik, National Partner, Governance & External Communications, BDO (moderator)
Renée Arrington, President & COO, Pearson Partners International
Dr. Patricia Connolly, CEO, SMC Squared
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
2021 and Beyond: The Dallas Real Estate Market
This program will cover the impacts of the COVID-19 pandemic and the economy on the Dallas commercial real estate market, and provide insight into what JLL expects to see in 2021 and beyond.
Brad Selner, President - South Central Region, JLL
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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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 continued social distancing restrictions, the Winter Social typically held in person in late February has been postponed to a later date which is yet to be determined. In its place we are organizing a Virtual Wine Tasting on Friday, February 26 – please Save the Date! The 2021 Spring Social: Golf Tournament & Wine Tasting is planned for April 26 at Prestonwood Country Club. Further details will be published 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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01.26.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG | WEBINAR
A New Year and The New Next – Relationships & Networking for Financial Leaders and Professionals
In 2020 Social and Physical Distancing changed the Playbook for our companies, our roles and our life at home and more. It’s a New Year and a New Norm! We will continue to travel less by car and by plane and we will have more time in our calendars to network and build relationships and so do with our internal peers, business partners and trusted advisors. Learn how to effectively build relationships in 2021 in “The New Next: leveraging principles of The NCG Factor.
Larry Kaufman, Regional Managing Director-Midwest, Jefferson Wells
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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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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For 2021, the Special Interest Groups will host one virtual event per group during winter. If the Dallas Chapter is holding in-person meetings by spring, the SIGs will host in-person events which will be simultaneously streamed for people who choose not to attend in person. CPE credit will be available subject to attendance criteria. Networking activities will be conducted before the meetings via Zoom breakout rooms. Special Interest Groups include: Energy, Healthcare, Manufacturing/Distribution, Private Equity, Real Estate, Retail/Restaurant, and Technology. |
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01.21.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Technology CFO Series | VIRTUAL
Cybersecurity: Navigating Threats in the WFH Environment from the CFO Seat
Cybercriminals have never been as active wreaking havoc around the world, and since so many companies do not have regular offices, the Cybercriminals have re-directed their efforts to professionals working remotely. Their number one target is the financial community, and CFOs need to be mindful of that. Phishing, malware, ransomware, and spear phishing have increased dramatically, and there are reports that more than $6 billion in ransomware has been paid in the past 12 months. This panel will discuss important practical advice on how CFOs can protect themselves.
Doug Jones, SVP, Principal, RHSB
Peter Vogel, Of Counsel, Foley & Lardner LLP
Francis Tam, Partner, Moss Adams
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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01.27.21 | 4:30-5:50 p.m. (Central) | 1 CPE
Manufacturing & Distribution CFO Series | VIRTUAL
Quick Operating Turnaround Strategies for Manufacturers and Distributors
This program will address some common inventory planning and production scheduling practices that routinely go unresolved and can lead to high inventory, high labor costs, long lead times, and poor customer satisfaction. Topics will include:
- Symptoms of poor inventory planning and why it happens
- Optimal inventory planning concepts
- Symptoms of poor production scheduling and why it happens
- Causes and implications of schedule volatility
- Deconstructed requirements for on-time performance
- How ERP-based production scheduling can be used to support lean pull-based manufacturing flow to reduce lead times and WIP inventory
David Altemir, President/Senior Consultant, Altemir Consulting
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing & Distribution sector
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01.08.21 | 8:00 a.m. (Central) | No CPE | Presented by FEI Kansas City Chapter
WEBINAR
2021 Economic Forecast: Moving Forward
2020 has been quite a year. We will explore all the changes that have occurred in the economy and what they mean to our future. The pandemic, government responses, consumer trends, burgeoning opportunities, and lagging sectors will be examined. These forces will shape the trends ahead and drive our tactics and strategies. US and Global economies and the industries most important to attendees will be examined..
Alan Beaulieu, ITR Economics
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01.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q4 2020 Quarterly Technical Update
Presented as part of BDO’s 2020 Quarterly Technical Update Webinar Series, the "Quarterly Technical Update – Q4 2020" 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. Specifically, the program will discuss developments that occurred during the fourth quarter of 2020 with respect to various topics in accounting and financial reporting.
Adam Brown, National Assurance Managing Partner, BDO USA, LLP
Paula Hamric, National Assurance Partner, BDO USA, LLP
Brandon Landas, National Assurance Partner, BDO USA, LLP
Amy Rojik, National Assurance Partner, 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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