North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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05.22.21 | Register by Friday, May 14
Around the World Culinary Tour Dinner Party | IN PERSON
6:00-11:00 p.m. | Venue Forty50 (Addison) | Cocktail Attire
Title Sponsor: Marsh & McLennan Agency
As it has been far too long since we’ve had an FEI party live and in person, and we hope all of you are as excited as we are about this event! Our caterer has crafted a fantastic menu featuring cuisines from around the world. And we have lined up some great entertainment including a live Guitar soloist during cocktails on the patio, some of our favorite music videos during dinner, and dancing with live music by Time Machine band. We look forward to seeing everyone again!
6:00-7:00 p.m. Cocktails and Live Music on the Outdoor Patio
7:00-8:30 p.m. “Around the World Culinary Tour” Dinner
8:00-11:00 p.m. Dancing and entertainment by Time Machine Band
Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. All invitations are +1 for spouse/partner/guest but not a colleague for the purpose of business development. COVID safety protocols in effect.
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Monthly chapter meetings have concluded for 2020-21 and will resume in September 2021 for the 2021-22 meeting year. Stay tuned for more information about in person, virtual and hybrid meetings, and whether or not the chapter will return to our regular 2nd Monday meeting dates.
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Due to social distancing restrictions in effect earlier this year, the Winter Social, typically a dinner party held in person in late February, is now scheduled for Saturday, May 22: “Around the World Culinary Tour Dinner Party,” an in-person dinner party with entertainment. The 2021 Spring Social: Golf Tournament & Wine Tasting was rescheduled from April 26 to Monday, June 14, at Prestonwood Country Club. All activities will be in person and outdoors. Look for further details as they become available.
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05.25.21 | INVITATION ONLY | Register by Friday, May 21
New & Prospective Member Social | IN PERSON
5:30-7:30 p.m. | REPUBLIC TEXAS TAVERN
New members and individuals who qualify for FEI membership are invited to join the FEI Dallas Chapter Board of Directors for an evening of great food, cocktails and peer networking. This social event brings together DFW financial leaders to share experiences and build relationships.
Open to FEI Dallas Chapter members who recently joined or transferred to the chapter; individuals who qualify for FEI membership and would like to know more about joining or member benefits; and Chapter Sponsors per the guidelines for their sponsorship level.
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06.14.21 | SAVE THE DATE | Rescheduled from 04.26.21
Spring Social 2021 – Golf Tournament & Wine Tasting | IN PERSON
The Clubs of Prestonwood – Creek Course & Clubhouse | All activities will be outdoors
Title Sponsor: PNC Bank | Other sponsorships available
10:00 a.m. Golf check-in opens, lunch available
11:00 a.m. Putting Contest
12:30 p.m. Golf Tournament, shotgun start, 6-player scramble
2:30-3:30 p.m. Golf Clinic for those not participating in the Golf Tournament
3:45-6:00 p.m. Wine Tasting featuring Texas wines: “Texas Republic – Come and Take It!”
5:30-8:00 p.m. Reception/Dinner
Open to FEI Dallas Chapter members, Chapter Sponsors and Event Sponsors
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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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05.25.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
The Things You Should Know About Project Consulting
This program is presented by two executives who have based their careers on placing accounting and financial professionals on an interim, contract, and project basis in North Texas. Together they have 40 years of experience in the field. They are going to help the audience understand (1) the benefits of doing project work; (2) how to locate and price project and interim services; (3) what companies are looking for when they need a financial professional for a project; (4) how best to work with a project company; and (5) how best to project a professional image and approach at companies that use these services.
Ben J. Pinto, Jr., CPA, Partner & Director, Contract Services Division, Thomas, Edwards Group
Jay Smith, MBA, Director of Finance and Accounting - South Central Region, 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 the remainder of the 2020-21 year, if the Dallas Chapter may host in-person meetings by spring, the SIGs mayhost 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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05.11.21 | 11:00 a.m. (Central) | Presented by BDO Digital
WEBINAR
An Executive’s Guide to the Cloud: How Not to Move to the Cloud – Mistakes Most Businesses Make
BDO Digital’s Robin Cyrus, Managing Director and Steve Combs, Director of Cloud and Infrastructure at BDO Digital, will discuss the top mistakes companies make when moving to the cloud, how business leaders can make the right cloud decisions, and what to do to get started – or get started fixing a cloud project gone wrong.
Steve Combs, Director of Cloud and Infrastructure, BDO Digital
Robin Cyrus. Managing Director, BDO Digital
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05.13.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
As V2014 of Onesource Tax Provision Sunsets, Are You Ready for the Upgrade?
This webinar will provide insight into the key features of ONESOURCE Tax Provision v2016, a closer look at ONESOURCE Workpapers, a high-level overview of a BDO Tax Process Transformation review, as well as extended Q&A time with valuable Thomson Reuters resources where you can ask questions about your specific concerns with the ONESOURCE Tax Provision conversion process.
Karin Burns, Senior Solution Consultant, Thomson Reuters
Scott Freeman, Senior Manager, Tax Performance Engineering, BDO USA, LLP
Jeff Hancock, Product Manager, Thomson Reuters
Jonathan Spiegel, Managing Director, Tax Performance Engineering, BDO USA, LLP
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05.13.21 | 1:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Fintech Quarterly: Fintechs and the Bank Secrecy Act
Join us for our fintech quarterly virtual event to discuss industry specific topics, share information, and connect with fintech specialists and professionals.
This webcast will focus on how and when a fintech can become subject to the Bank Secrecy Act (BSA) with insight from our industry professionals, as well as professionals from Dave and Varo Money. Key topics they’ll address include:
– Key observations and potential risks related to the BSA for fintech companies with or without a charter
– How to determine if you’re a money services business (MSB) and what that entails
– Important rules and regulations under the Federal Financial Institutions Examination Council (FFIEC) that apply to fintech companies
We invite you to remain online following the webcast to network with other fintech professionals.
Pravin Chandrasekaran, BSA Officer, Varo Money Inc.
Brittany Radice, BSA Officer, Director of Compliance, Regulatory Counsel, Dave
Craig Sanders, Partner, Moss Adams
Noory Song, CRCM, CAMS, CRMA, Senior Manager, Moss Adams
Carroll Gilker, CRCM, CAMS, Manager, Moss Adams
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05.19.21 | 10:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Workplace Agility: Rethinking the Office to Meet Workforce Needs
Join us for a dynamic panel discussion as we explore how organizations are reconsidering the purpose of the office and preparing for changes — in both the short and long term — to meet the shifting needs of their workforces. International corporate real estate leaders and BDO professionals will come together to discuss key real estate considerations in today’s environment and from various perspectives.
Panelists
Dan Attias, Partner, Head of Real Estate Cluster & Jerusalem Branch Manager, BDO ISRAEL
Michiel Brouwer, Co-Founder, Reinvent
Ross Forman, Managing Director, Corporate Real Estate Advisory Services, BDO USA, LLP
Salla Lardot, Head Of Strategy, Drees & Sommer
Trevor Ncala, Section Chief of Facilities, International Monetary Fund
Hosts
Arjan Endhoven, BDO Global Head of Real Estate and Construction Services, BDO Netherlands
Brian Bader, Managing Partner | Co-National Industry Practice Leader; Real Estate and Construction Services, New York, BDO USA, LLP
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05.20.21 | 11:00 a.m. (Central) | Presented by BDO USA, LLP
WEBINAR
Chatbots In Business: Why and How to Use Them
Join us for this live web event where BDO Digital's Matt DiLiberto and Shraddha Shah will discuss the current state of remote workforces and take a deeper look at how Microsoft's Chat Bot technology, Power Virtual Agents, can be deployed to Microsoft Teams to automate access to information.
Matt DiLiberto, Experienced Manager, Applications, BDO Digital, LLC
Shraddha Shah, Experienced Senior Associate, Applications, BDO Digital, LLC
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05.20.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Value of SOC 2 Reporting to Mitigate Cyber-risk
Most technology companies need Service Organization Control (SOC) 2 audits, regardless of their line of service, because they use, store, process, or maintain data on behalf of their customers or business partners.
In 2020 alone, the number of SOC 2 examinations performed increased by 49%, according to a survey from the American Institute of Certified Public Accountants (AICPA)—and it’s anticipated to keep rising as security concerns related to new IT products and services in the cloud continue to grow.
Join us for our webcast to learn key benefits of a SOC 2 examination. We’ll cover the SOC 2 audit procedures, how to determine if a SOC 2 audit is right for your organization, and the following topics:
– Reasons to perform a SOC 2 examination
– Overview of SOC 2 examinations and how they can mitigate cyber-risk
– How your organization can achieve and maintain a SOC report
– SOC 2 best practices
Jared James, CPA, CISSP, CISA, CITP, Senior Manager, Moss Adams
Kim Koch, CPA, Partner, Moss Adams
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05.28.21 | Presented by TXCPA Dallas
Convergence 2021 | Online Event
8:00 a.m.-5:00 p.m. | 8 CPEs available
TXCPA Dallas is excited to offer Convergence 2021 in an online format. Convergence is a must-attend signature event featuring 21 sessions of the latest industry information delivered by an extraordinary slate of experts. Elevate your profession's proficiency and earn 8 CPE credits via webcast.
FEI Members: Under Registration Options select "Partnering Organizations" from the drop-down menu and the appropriate pricing will be applied.
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06.02.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
The BDO Tax Strategist Series: Second Quarter Tax Planning Considerations for Your Business
Join BDO for a session on tax considerations you can begin implementing now to effectively lower your business's total tax liability. This is the first webinar in BDO's Tax Strategist Webinar Series.
Andrew Gibson, National Tax Office Leader, BDO USA, LLP (moderator)
Laurie Dicker, National Technical Practice Leader, Transfer Pricing, BDO USA, LLP
Michael Masciangel, National Tax Managing Director, International Tax, BDO USA, LLP
Randy Schwartzman, National Technical Practice Leader, Corporate Tax and Mergers & Acquisitions, BDO USA, LLP
Todd Simmens, National Technical Practice Leader, Tax Policy & Legislation, BDO USA, LLP
Scott Smith, National Technical Practice Leader, State & Local Tax, BDO USA, LLP
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06.03.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Optimizing Operations Webinar Series: Turning the Corner on the Road to Recovery
As we pass the one-year mark of COVID-19 being declared a pandemic in the U.S., business leaders are taking a look back at the way their organizations have changed and examining lessons learned so far. Join BDO Managing Director, Meg Potts, for a chat with Rick Fisher, CEO of PSP Holdings and Steve Schwab, CEO of the Elizabeth Dole Foundation to discuss what they discovered as they weathered the pandemic, the process of stabilizing their operations amid disruption and plans for moving forward.
Rick Fisher. CEO, PSP Holdings
Steve Schwab, CEO, Elizabeth Dole Foundation
Meg Potts, Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator)
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06.08.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Tax Innovation Webinar Series: Harnessing the Accelerated Shift to a Digital Tax Department
Rapid improvements in technology combined with the extraordinary impact of COVID-19 have presented Tax Departments with a wide array of new opportunities and challenges...the time has come to set a course for the future on your digital transformation journey. Please join us for the second webinar in BDO's 2021 Tax Innovation Webinar Series.
Shaun Green, Managing Director, Tax Performance Engineering, BDO USA, LLP
Herb Lockyer, Managing Director, Tax Performance Engineering, BDO USA, LLP
Spencer Orlin, Experienced Senior Associate, Tax Performance Engineering, BDO USA, LLP
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06.22.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Internal Audit Webinar Series: Internal Audit And It Audit’s Role In Digital Transformation
As companies are shifting from manual to systematic, automated processes, there are a myriad of considerations those in the internal audit and IT audit functions should be aware. In this session, we’ll take deeper look at these considerations along with risks and findings identified in IA reports that drive the digitization agenda and outline opportunities for process automation..
Jamey Loupe, Managing Director, Risk Advisory Services, BDO USA, LLP
Eskander Yavar, Principal, Management Advisory Services, BDO USA, LLP
John Kincher, Principal, Management Advisory Services, 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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