North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Election of FEI Dallas Chapter Officers 2021-22
In an effort to keep business announcements at chapter meetings to a reasonable minimum, the Dallas Chapter of FEI conducts officer elections online via Survey Monkey. Voting is open through March 19, 2021 and results will be announced at the monthly meeting on April 13. Voting is anonymous, no individual information is collected or shared.
All Dallas Chapter members in good standing will be sent an email directing them to the survey. If the email is not received by Tuesday, March 9, please contact Jackie Dunn for the election link.
The Dallas Chapter Nominating Committee comprised of the most recent three past presidents – Deborah Southwell, Nicole Phelan, and Kendall Helfenbein – presents the following slate of officer candidates to serve the chapter in 2021-22. These qualified candidates have committed to serve if elected. They all have prior experience volunteering their time and talents for the chapter in committee and/or officer roles.
President
Jim Howe, SVP & CAO, Lucid Energy Group
First Vice President | Programs
Jay Smith, South Central Regional Director - Finance and Accounting, Jefferson Wells
Second Vice President | Membership
Jim Farrell, CFO, GHIG Services
Treasurer
Debra Wood, CFO, FDH Infrastructure Services
Secretary
Tom Beitel, VP Finance, Siemens Industry Software Inc.
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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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04.13.21 | 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
Different Priorities at Different Stages of Life – Perspectives and Priorities of the Millennials and the Baby Boomers
The Millennial generation is known for being tech-savvy, pursuing their passions, and disrupting many industries. They're also known for shouldering multiple financial burdens specific to their generation: coming of age during the two recessions of the financial crisis and now COVID, student loan debt, inflating living costs, unexpected expenses, and needing to save more for life milestones.
On the end of the spectrum, many financial executives are hard-charging, “Type A” personalities that burn the candles on both ends throughout their working career over many decades. Yet most will eventually make a major life transition into the golden years of retirement, where things may slow down and new priorities and possibilities emerge. While it sounds fun and easy, some find this transition challenging for a variety of reasons. Eventually, we reach our final years. Along the way, many of us will help parents or other relatives who are approaching their final years even sooner.
Many in the workforce are dealing with one or more of these life topics, and there is a clear correlation into employee productivity and effectiveness.
Suzanne Asaff Blankenship, Author, How To Take Care of Old People Without Losing Your Marbles
Janet Bodnar, Editor-at-Large & former Chief Editor, Kiplinger’s Personal Finance
Jonathon Fite, President, Professional Development Institute, University of North Texas
5:15-6:00 p.m. Networking Social
6:00-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Charlie Morrison, Chairman & CEO, Wingstop Restaurants
Wingstop’s CEO Charlie Morrison will discuss how the company has thrived during the COVID pandemic, showing some of the strongest sales and profits since its IPO in 2015.
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 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. The 2021 Spring Social: Golf Tournament & Wine Tasting is planned for Monday, June 14, at Prestonwood Country Club. Further details will be published as they become available. |
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05.22.21 | SAVE THE DATE
Around the World Culinary Tour | IN PERSON
Venue Forty50 (Addison) | Title Sponsor: Marsh & McLennan Agency
6:00-7:00 p.m. Cocktail Hour
7:00-8:00 p.m. “Around the World Culinary Tour” Dinner
8:00-11:00 p.m. Dancing with Live Band
Open to FEI Dallas Chapter members and Chapter Sponsors per the guidelines for their sponsorship level. All invitations are +1 for spouse/partner/date but not a business colleague for the purpose of business development.
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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06.14.21 | SAVE THE DATE
Spring Social 2021 – Golf Tournament & Wine Tasting | IN PERSON
The Clubs of Prestonwood – Creek Course & Clubhouse
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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03.23.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
Effectively Handling the Most Critical Interview Questions – Part 2
In placing over 1,100 business professionals over the last 28 years, Jim Ashworth has conducted and documented over 5,000 interview follow-ups. Very simply, he has learned that there are four areas of an interview that will determine which of typically 3-5 candidates will get hired.
In Part 2 of this two-part program, Jim will explain why traditional answers don’t work and how to more effectively handle these questions. Jim plans to conduct multiple role plays so our guests can experience the differences and more positive outcomes.
Jim Ashworth, Senior Partner, Joseph Michaels International
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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03.10.21 | 4:30-5:50 p.m. (Central) | 1 CPE | Rescheduled from 02.18.21
Real Estates CFO Series | VIRTUAL
Golf & Marinas – Two Stories & Lessons from the Pandemic
– Part 1: Century Golf (Arnold Palmer) Management – The Century Story
Management and ownership of golf course and country clubs, and resort golf destinations
– Part 2: Suntex Marinas – The Suntex Story
Management and ownership of salt & fresh water marinas
– Part 3: Joint - Adapting to COVID, what changes are likely to stick long term
Jim Hinkley, CEO, Century Golf Management
Tom Tipton, Principal & CFO, Suntex Marina Investors, LLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
Registration open until the start of the meeting
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03.24.21 | 4:30-5:50 p.m. (Central) | 1 CPE | Rescheduled from 02.16.21
Private Equity CFO Series | VIRTUAL
Welcome to 2021: M&A Market Update and Thoughts on the Year Ahead
This program will provide a look at the M&A market through the 2020 pandemic, current state of credit and equity markets, and thoughts on what the year ahead might hold for transactions.
Jonathan Mentzer, Senior VP & Business Development Officer, UMB Capital Finance
Rob Myatt, Partner, Weaver and Tidwell, LLP
Robert Rough, Managing Director, Telos Capital Advisors, LLC
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Private Equity sector
Registration open until the start of the meeting
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03.16.21 | 8:00 a.m. (Central) | CPE pending | Presented by FEI Kansas City Chapter
WEBINAR
Synexis: Rapid Growth by Fighting Microbes in a Pandemic
Synexis is a biotech company located in the Kansas City Metro area that has experienced rapid growth during the pandemic. This could be a great opportunity to learn strategies about dealing with rapid growth.
Mike Martens, CFO, Synexis
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03.16.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Demystify Equipment Costs to Help Your Bottom Line
Contractors can improve their equipment usage by aligning their equipment yard and contract terms.
Join us for a webcast covering how to better analyze your equipment to improve your construction company’s operations. We’ll address how contractors can help increase profitability and mitigate audit risk by:
– Better understanding the equipment they have
– Analyzing how equipment is being utilized or underutilized
– Understanding equipment value
Stephen Bacchetti, CPA, CIA, CCA, Director, Moss Adams
Henry Morris, Construction Audit Staff, Moss Adams
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03.16.21 | 6:00 p.m. (Central) | 1 CPE | Presented by FEI New Jersey Chapter
WEBINAR
The Current Landscape for Cannabis in New Jersey
This program will give participants an understanding of where the NJ’s adult use for the recreational industry is headed; explain how the NJ market will affect other Mid Atlantic markets, as well as the financial issues cannabis companies experience. Following the panel discussion, attendees are welcome to network in Zoom breakout rooms.
Eric Altstadter, Partner, EisnerAmper LLP
Robert DiPisa, Member, Cole Schotz P.C.
T.J. Hope, Managing Director, Stout
Michael (Mike) Mardy, CFO, Director and Board Advisor
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03.17.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Risk Assessment in the Age of Uncertainty
Leveraging appropriate risk management activities and processes can help organizations both identify, assess, and respond to the ever-changing risk environment and capitalize on the opportunities presented in times of crisis to best position themselves for success in the future.
Laurie De Armond, Assurance Office Managing Partner & Executive Director, Institute for Nonprofit Excellence, BDO USA, LLP
David Clark, Managing Director, BDO USA, LLP
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03.18.21 | 9:00 a.m. (Central) | 1 CPE | Presented FEI San Antonio Chapter
WEBINAR
Hackers ♥ You! – Current Cyber Landscape and Why You Remain a Hacker’s Best Friend
Cyber threats (commonly known as “hacking”) were a pervasive threat to individuals and organizations before the pandemic – it has now become a pandemic of its own during the crisis, with business email compromise spiking over 200% since early 2020, and dramatic increases in wire transfer fraud and real estate transaction fraud, among many others. Current cyber threats are not highly technical – rather, hackers use simple but effective social engineering tactics to enlist us as their ally in perpetrating their schemes. This presentation will explain the motivations and tactics used by hackers, as well as best practices, tips, and tricks on how to become more secure through a smart blend of controls, technologies, and cultural changes.
Lanny Morrow, EnCE, CTFI, BKD Forensics & Valuation Services
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03.18.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 What's on the Minds of Boards Ahead of Shareholder Meetings
As corporations head into annual shareholder meetings for 2021, join BDO, your board peers, and subject matter leaders as we debrief our most recent BDO Board Pulse Survey and highlight a variety of issues that have emerged as top of mind for stakeholders and proxy advisors. How prepared and well-positioned is your board to address risks and opportunities arising during this proxy and reporting season?
Amy Rojik, National Assurance Partner, BDO USA, LLP
Courteney Keatinge, Senior Director of Environmental, Social and Governance Research, Glass Lewis
Thomas Conaghan, Partner and Co-Lead of the Capital Markets and Public Companies Group, McDermott Will & Emery
Ryan Hourihan, Principal, Pearl Meyer
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03.18.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
PRF Reporting & Audit Requirements Update
The Office of Management and Budget released the Compliance Supplement Addendum on December 22, 2020, which contains guidance on auditing the Provider Relief Fund (PRF). Additionally, on December 27, 2020, the Federal Appropriations Act was passed, which includes new provisions that modify the scope of PRF payments. Furthermore, Congress authorized an additional $3 billion to be distributed. Finally, HHS provided updated reporting guidelines on January 15, 2021, which included pushing back the first reporting deadline. Join us for the latest 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.
Please note that this is a revised webcast date (moved from 02.18.21.)
Aparna Venkateswaran, CPA, Senior Manager, Moss Adams
Melaney Scott, Senior Manager, Moss Adams, Health Care Consulting
Georgia Green, Manager, Moss Adams, Health Care Consulting
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03.23.21 | 10:00 a.m. (Central) | Presented by BDO USA, LLP
WEBINAR | Up to 24 CPEs available for this multi-track program
Nuts & Bolts: HUD Accounting, Budgeting & Reporting
Join BDO PHA Finance as we launch our live webinar: Nuts and Bolts of HUD Accounting, Budgeting, and Reporting. This program will be presented on a user-friendly platform, providing you with the ability to easily ask questions and hear the latest GAAP, GASB and HUD updates from BDO’s seasoned, knowledgeable professionals.
Brian D. Alten, CPA, Partner
Nick Auriemma, CPA, CFE, Managing Director
Jason Casterline, CPA, Managing Director
Dwayne Tucker, CPA, Senior Manager
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03.23.21 | 2:00 p.m. (Central) | 1 CPE
WEBINAR | FEI Multi-Chapter Event: Sacramento, Indianapolis and Utah
Designing an Authentic Purpose Driven Life Webinar
In this program, Michael Seaver will share insights about his newest book, I Know: A Practical Guide for Awakening to What’s Within and Finding Work-Life Integration. Hear behind-the-scenes stories of how the book was written, the events and people that inspired Michael to share his journey, and how you can use the book’s step-by-step processes to align yourself and engage your team. The book is available in print, ebook, and audiobook (including Amazon, Apple Books and Google Play) and attendees are encouraged to read or listen to it prior to the event. Please bring your questions for Michael … no topic is off limits!
Learning Objectives:
– Identify the three phases of personal growth and processes you can use to proactively advance through them.
– Analyze psychology research explaining how our life’s experiences shape our perspectives.
– Design a plan, with metrics-based goals, for becoming your most authentic self.
Michael Seaver, Award-winning executive coach, author and speaker
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03.23.21 | 11:00 a.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Transforming Technology and Life Sciences Firms for Success in 2021
Join us for an executive panel discussing effective approaches that technology and life sciences companies have used to reposition or transform themselves recently to better pursue success in 2021 and beyond. Our guest C-suite speakers will focus on:
– The implementation of transformational business practices
– Their organizations’ responses to changes in stakeholder behavior due to COVID-19
– The solutions they’ve implemented to address their specific operational challenges
Taft Kortus, CPA, Partner, Moss Adams
Dave Copps, CEO & Co-Founder, Worlds, Inc.
Chris St. Hilaire, Co-Founder & CEO, MFour Mobile Research, Inc.
Michael Macaluso, Chairman & CEO, Ampio Pharmaceuticals
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03.30.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
The Defense Economy: Supply Chain and Planning for the Future
Join us for a discussion covering how recent events, including the COVID-19 pandemic, digital disruption, and an evolving competitive landscape have impacted the defense sector. Our roundtable discussion will focus on the effects on supply chain for companies in the sector, highlighting success stories, logistics challenges, emerging technologies, financial considerations, and strategies to maintain a resilient and adaptive supply chain in 2021.
Kurt Lippmann, CPA, Partner, National Practice Leader, Aerospace, Moss Adams
Abe Nour, CPA, Director, Moss Adams
Francis Tran, Managing Director, Lincoln International
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04.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Quarterly Technical Update – Q1 2021
Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update - Q1 2021" 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.
Adam Brown, National Assurance Managing Partner, BDO USA, LLP
Paula Hamric, National Assurance Partner, BDO USA, LLP
Amy Rojik, National Assurance Partner, BDO USA, LLP
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04.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 2021 International Financial Reporting Standards (IFRS) Quarterly Update
Each quarter, BDO USA's IFRS leaders will provide updates to international standards, continuing our tradition of providing an easy way for financial management, board directors, and audit committees to stay on top of today's hot topics and developments. The content will also include some timely reminders and examples to demonstrate what the debits and credits might look like from a practical perspective.
Wendy Hambleton, National Assurance Partner, BDO USA, LLP
Nattaly Jeter, National Assurance Director, BDO USA, LLP
Andrew Moore, National Assurance Senior Manager, BDO USA, LLP
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04.27.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 IA Webinar Series: Corporate Social Responsibility: Reporting on Environmental, Social and Governance (ESG)
The concept of sustainability is not new. However, over the last couple of years we have seen an increase in demand for transparency around organizations’ corporate social responsibility, especially as related to diversity and inclusion efforts. Reporting on ESG is important to many stakeholders including investors, customers, employees and partners. This session will explore ESG practices and associated risks and how all contribute to a company’s full risk profile.
Shanna St. Martin, Managing Director, Risk Advisory Services, BDO USA, LLP
Alejandro Anievas, Director, Risk 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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