North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.

FROM THE PRESIDENT

Jim Howe FEI Dallas Chapter President Our first Monthly Meeting of the year on January 10th was a great kickoff to 2022. It was very encouraging to see registrations for the PD session and Dinner meeting both jump from our fall numbers. After averaging 165 attendees for our fall chapter meetings, January registrations reached 240. What a great atmosphere to have a near-full ballroom for Marc Giannoni’s economic update presentation. Prior to the evening event, the professional development session featured a panel of top area recruiters answering the question – “Where Did All the Financial Talent Go?” It was a great panel discussion, but I think we’re still asking the question. If you were unable to attend these programs, you may view a recording of the presentations in the EVENTS LIBRARY at the FEI Dallas website. Read more

Connecting With Your FEI Dallas Chapter Colleagues

Free, Rapid At-Home COVID-19 Tests Available As a service to FEI members, sponsors and their companies, we are providing the following information for the benefit of you, your families, and your colleagues. Please feel free to forward it as you deem appropriate.    The federal government recently announced it would begin distributing free, rapid at-home COVID-19 tests to Americans. Starting January 19, each household is eligible to order a package of four free tests from CovidTests.gov. Tests will typically ship within 7-12 business days.     Further, as of January 15, private insurance companies are required to cover at-home COVID-19 tests, eight free at-home tests per covered individual per month. For more information, see this fact sheet or visit CovidTests.gov.

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 are in person on 2nd Mondays at Northwood Club unless otherwise noted. Starting in January, programs will no longer be livestreamed for virtual attendance. Meetings start with a Professional Development session followed by a Networking Social and Dinner Meeting with the Keynote presentation. There is no monthly meeting in December or from May-August when other special events are scheduled.

02.07.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | Registration closed Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION Northwood Club, 6524 Alpha Rd., Dallas, TX 75240 Note date change to first Monday due to holiday conflict   4:00-5:15 p.m. Professional Development Session | 1.5 CPEs KPMG Annual Accounting and Tax Update This course will provide an overview of key financial reporting issues and trends and an update on tax hot topics, including anticipated and enacted changes of the Biden administration, changes to the R&D tax credit, and remote working tax and operational considerations.   Michael Nesta | Partner, KPMG LLP Noel Ellison | Principal, Tax, KPMG LLP Michael Fishman | Partner, Tax, KPMG LLP Andrew Brannon | Managing Director, Tax, KPMG LLP   5:15-6:20 p.m. Networking Social 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE The Virtuous Leader It is encouraging that there has been so much focus in business schools on ethical principles, ethical decisions, and corporate actions of social responsibility. But there is a deeper issue that has not received as much attention: the character of the leader and the virtues that make a leader one of good character. This presentation will focus on what it means to be a leader of good character, and why that matters so much for the corporations he or she leads as well as for those the corporation serves. Jonathan J. Sanford, PhD | President / Professor of Philosophy, University of Dallas   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 | Event details Registration closed. Chapter members and sponsors may contact Jackie Dunn to check waitlist availability.

03.14.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE Monthly Chapter Meeting | IN PERSON ONLY – NO VIRTUAL OPTION Northwood Club, 6524 Alpha Rd., Dallas, TX 75240   4:00-5:15 p.m. Professional Development Session | 1.5 CPEs Rethinking Your Global Supply Chain:  Understanding How Global Economic Shifts Impact Supply Chains 5:15-6:20 p.m. Networking Social 6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE   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

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 livestreamed and eligible for CPE credit September 13* October 11* November 8*   2022 | Meetings are IN PERSON ONLY, no virtual option unless otherwise indicated January 10* February 7 – First Monday due to holiday conflict March 14 April 11 * Recorded programs available in the EVENTS LIBRARY at www.feidallas.org

SPECIAL EVENTS

02.19.22 | 6:00-11:00 p.m. (Central) Winter Social 2022 | IN PERSON The Glamorous Era of Travel  | Dinner Party Frontiers of Flight Museum – Dallas Love Field  Title Sponsor: MarshMcLennan Agency   Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. Invitations are +1 for spouse/partner/date but not a colleague for the purpose of business development. COVID safety protocols in effect. Pre-registration required | Event details and registration | Registration deadline: Thursday 02.10.22   Meal Selection | Alternate meal request deadline: Friday 02.11.22 Default Meal – Petite Filet Mignon served with a Green Peppercorn Sauce. Seared Sea Scallops served with Tomato Beurre Blanc. Served with Mascarpone Polenta Cake and Grilled Asparagus. Alternate Meals – The following alternate meals are available upon request to Jackie Dunn by 02.11.22: Herb Crusted Chicken served with a Sun-dried Cream Sauce. Grilled Salmon served with a Lemon Butter Caper Sauce. Served with Garlic Mashed Potatoes and Oven Roasted Vegetables. Kosher, Gluten-Free or Vegetarian meal

04.05.22 | Evening event | SAVE THE DATE Spring Social | Wine Tasting Dallas Arboretum, 8525 Garland Rd., Dallas, TX 75219 Sponsorships available   05.02.22 | SAVE THE DATE Spring Social | Golf Tournament Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051 Sponsorships available

CAREER EVENTS

Monthly Career Management meetings with FENG are virtual until further notice. Meetings are held on the 3rd Tuesday of each month year-round. Career meetings are open to FEI Dallas Chapter 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.

02.15.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs Monthly Career Management Meeting with FENG | VIRTUAL Career meetings are virtual until further notice. The Forecast Calls for Storms Resilience is the ability to bounce back after hardship or failure. Over the last two years, whether we like it or not, everyone has grown more resilient. However, is resilience one of those characteristics that can only be developed when you’ve been dealt unfortunate external circumstances? Can you build resilience without waiting for the next global catastrophe to hit? I believe the answer is “yes” and during this message I will share three simple ways to keep developing into a resilient professional regardless of your current circumstances. Adam D. Tarnow | Founder, Adam Tarnow & Company   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 | Event details and registration CPE credit available to all attendees

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 | SOCIAL September 21 October 19 November 16 December 21 | HOLIDAY HAPPY HOUR   2022 | Virtual until further notice January 18 February 15 March 15 April 19 May 17 June 21

SPECIAL INTEREST GROUPS

02.17.22 | 4:30-6:30 p.m. (Central) | 1 CPE Private Equity CFO Series | IN PERSON The Great Balancing Act Weaver Offices, 2300 N. Field St, Ste. 1000, Dallas The economy is facing numerous imbalances in 2022. Labor shortages may hinder economic activity and boost inflation. Waning fiscal stimulus and high inflation may curb consumer behaviors. The supply/demand equilibrium is out of balance due to supply chain disruptions and spiking demand for goods. The Federal Reserve is facing the Great Balancing Act, increasing interest rates at the right pace and time, without squashing GDP growth and throwing the economy into a recession.   This presentation will discuss the imbalances in the economy and the risks of potential solutions that keep everything in balance. We will discuss key economic variables, along with our 2022 forecasts. Attendees will learn what is driving the economy and financial markets, the risks that are present, and potential scenarios that may play out.  John Prywes | Tax Attorney, Greenberg Traurig, LLP KC Mathews | Chief Investment Officer & Executive VP, UMB Bank   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector Pre-registration at the FEI Dallas Chapter website required | Event details and registration

02.24.22 | 4:30-6:30 p.m. (Central) Technology CFO Series | IN PERSON Update on Blockchain Technology – Including Cryptocurrencies  and Non-Fungible Tokens (NFTs) Moss Adams First Floor Conference Room, 14555 Dallas Pkwy., Dallas Blockchain is an immutable database of information to manage businesses, and is the technology that allows Cryptocurrency to exist and Non-Fungible Tokens (NFTs) to be created, and has been more important every day. This presentation will provide details about Cryptocurrency and NFTs, and related business, ethical, and tax issues so you are better prepared to help your clients. There are international legal issues as governments around the world are trying to cope with new laws required to protect Cryptocurrency and NFTs.   Natalie Smolenski | Head of Business Development, Hyland Innovation Laura Ganoza | Partner, Foley & Lardner LLP Peter Vogel | Of Counsel, Foley & Lardner LLP Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Technology sector Pre-registration at the FEI Dallas Chapter website required |  Event details and registration

03.01.22 | 4:30-6:30 p.m. (Central) | 1 CPE | SAVE THE DATE Retail & Restaurant CFO Series | IN PERSON Why the Retail and Hospitality Industries Need to Pay Attention to Data Privacy and Cybersecurity Lawry’s The Prime Rib, 14655 Dallas Pkwy., Dallas 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. Please join our expert panel as we navigate the many facets of cyber risk management and discuss practical advice on how financial executives can protect their companies.  Peter Vogel | Of Counsel, Foley & Lardner LLP Nicolas Economidis | Vice President, Crum & Forster Brian Nichols | Director – Risk Advisory, Baker Tilly William Cramer | Senior Counsel, Clark Hill   Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Retail & Restaurant sectors Pre-registration at the FEI Dallas Chapter website required | Registration information pending

PARTNER EVENTS

02.08.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR SPAC Spotlight: Industry and Tax Considerations for Going Public In the second of this two-part series, we’ll go over the tax considerations for companies looking to go through a SPAC and explore why technology companies have engaged in a disproportionately high number of SPAC compared with other industries. Demetrios Frangiskatos | Co-leader of BDO’s SPAC Assurance Practice, BDO USA, LLP (moderator) Scott Hendon | National and Global leader, Private Equity Practice, BDO USA, LLP Aftab Jamil | National Leader, Technology Practice, BDO USA, LLP Richard Liebman | Managing Director, Tax, BDO USA, LLP Event details and registration

02.23.22 | 10:00 a.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR Environmental & Social Governance in Private Equity Of the factors changing the business landscape, the fundamental shift in mindset occurring around the convergence of environmental, social and governance (ESG) issues is taking center stage. ESG is at the forefront for organizations of all types and their diverse set of stakeholders. Karen Baum | Partner, National Advisory Services, BDO USA, LLP Maria Carradice | Managing Director, Mayfair Equity Partners Justin Catalano | Group Head of Private Equity, Fengate Asset Management Peggy Roberts | Managing Partner, Riverside Capital Appreciation Fund Event details and registration

03.08.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR BDO’s Life Sciences Governance, Risk & Compliance Webinar Series: Blockchain & Data Protection If there's one issue that's top of mind for life sciences executives, it's data privacy. Life sciences organizations are collecting and consuming more protected health information (PHI) than ever before. Many are wrestling with dual data challenges: how can they continue to achieve high growth without compromising patients’ privacy? Karen Schuler | Principal, Governance, Risk & Compliance National Practice Leader, Global Privacy Services Co-Leader, BDO USA, LLP Event details and registration

05.16.22 | Presented by TXCPA Dallas Convergence 2022 | IN PERSON 8:00 a.m.-5:00 p.m. | 8 CPEs available  Omni Frisco Hotel at The Star, Frisco This premier educational event will include five tracks – 26 sessions in all – on accounting, finance, legislative, tax, and legal topics with a luncheon keynote address presented on the Cowboys practice field by Chris Cassidy, former Navy SEAL, astronaut, Bronze Star recipient, and current CEO of The National Medal of Honor Museum.   Event details and registration | Program grid FEI Dallas is a Silver Sponsor of this event and FEI members enjoy discounted pricing. FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.

FEI LEARNING OPPORTUNITIES

FEI webinars – Many webinars offering CPE credit are free to FEI members.

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

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.

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.

FEI’s COVID-19 Dashboard – Insights into the COVID-19 crisis and how financial executives are responding.

CHAPTER SPONSORS

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.

Chapter Title Sponsor

Strategic Partners

Special Events Partner

Platinum Sponsors

Special Partners

Mentoring Partner

Spring Social Partner

Winter Social Partner

Academic Partners

Emerging Academic Partner

Communications Sponsors

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FEI Dallas Chapter P.O. Box 801363 Dallas, TX 75380-1363

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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