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

New Postings!
Winter Social: The Glamorous Era of Travel at the Frontiers of Flight Museum | February 19
Spring Social: Wine Tasting at the Dallas Arboretum | April 5
Spring Social: Golf Tournament at Cowboys Golf Club | May 2
SUMMER PROFESSIONAL DEVELOPMENT SERIES
A very exciting Summer Professional Development Series is in the works with programs presented by our Academic Partners: University of Dallas, University of North Texas, The University of Texas at Dallas, and Emerging Academic Partner Paul Quinn College. We are so grateful for their participation and contributions to FEI Dallas. Each university will determine if their event will be virtual or in person, and CPE credit will be offered for all programs. 
 
SAVE THE DATES | MORE DETAILS TO COME

JUNE 30 | 7:30-9:30 a.m. | 2 CPEs
Presented by The University of Texas at Dallas
Location: UT Dallas Jindal School of Management, Richardson
Cost Volume Profit Analysis plus Technology in Healthcare
Dr. Gil Sadka, Professor of Accounting, Naveen Jindal School of Management, The University of Texas at Dallas

JULY 20 | 8:30-10:00 a.m.
Presented by Paul Quinn College
Location: Paul Quinn College, Dallas

AUGUST 3 | 7:30-9:30 a.m. | 2 CPEs
Presented by the University of Dallas
Location: University of Dallas, Irving

AUGUST 16 | 8:00-10:30 a.m. | 2 CPEs
Presented by the University of North Texas
Location: UNT Inspire Park, Frisco
Metaverse: The Next Frontier of Digital Transformation?
James Parrish, Ph.D., Assistant Professor, Department of ITDS, G. Brint Ryan College of Business, University of North Texas
MONTHLY CHAPTER MEETINGS
Monthly Chapter Meetings have concluded for 2021-22 and will resume in September for 2022-23. In the meantime, FEI Dallas has many events scheduled over the spring and summer months for education, socializing, and keeping your FEI network vibrant.
Monthly Chapter Meetings are in person on 2nd Mondays at Northwood Club in North Dallas unless otherwise noted. Meetings start at 4:00 p.m. 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.

Information on previous meetings including recordings (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website.  www.feidallas.org
CAREER EVENTS
Monthly Career 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.
06.21.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs | SAVE THE DATE
Monthly Career Management Meeting with FENG | IN PERSON
Sherry Lane Place, 5956 Sherry Lane, Dallas | Ground Floor Conference Room
Free parking if departing after 6:00 p.m.
 
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
Pre-registration at the FEI Dallas Chapter website required for CPE eligibility | Registration pending 
CPE credit available only to FEI members with advance registration
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
January 18 | VIRTUAL
February 15 | VIRTUAL
March 15 | VIRTUAL
April 19 | IN PERSON
May 17 | SOCIAL – IN PERSON
June 21 | IN PERSON
PARTNER EVENTS
06.01.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: Healthcare Regulation & Reporting For What’s Next
BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. 1.5 hours of CPE may be earned for each of the events.
Moderator:
Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation
Speakers:
Janet Bliss | Principal, Healthcare Advisory, BDO USA, LLP
Carla DeMartini | Professional Practice Partner, Nonprofit & Healthcare, BDO USA, LLP
Ellen Dooley | Director, Healthcare Advisory, BDO USA, LLP
Chad Krcil | Director, National Healthcare Regulatory & Compliance Leader, The BDO Center for Healthcare Excellence & Innovation
Venson Wallin | Venson Wallin, Managing Director, National Healthcare Regulatory & Compliance Leader, The BDO Center for Healthcare Excellence & Innovation
Jim White | National Leader, Healthcare Tax Services, BDO USA, LLP
06.08.22 | 11:00 a.m. (Central) | 2 CPEs | Presented by BDO USA, LLP
WEBINAR
2022 Tax Strategist Webinar Series: Second Quarter Tax Considerations
What does it take to be a tax strategist? Tax executives’ role as a strategic partner is more important than ever to the greater business ecosystem. To maximize savings and ensure compliance, businesses must work with their tax departments year-round.
06.09.22 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
What Plan Sponsors Need to Know: Providers and SOC Reports
Explore key strategies to be an intelligent user of SOC® audits and how they can help your business accurately track recordkeeping, cashiering, and more.
Chris Kradjan, ChA, CITP, CRISC, HITRUST CCSFP | Partner, Moss Adams
Erik Daley, CFA | Managing Principal, Multnomah Group Inc.
06.15.22 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Lease and SBITA Accounting for Tribal Entities
Stay ahead of Governmental Accounting Standards Board (GASB) changes and how they could affect your Tribe or Tribal entity.
Lauren Surek, CPA | Senior Manager, Moss Adams
Javier Moreno, CPA | Senior Manager, Moss Adams
06.16.22 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Top Tax Credits and Incentives to Utilize in 2022
Learn about the numerous tax credits and incentives available to your organization and how they can help you achieve your business goals.
Peter Henderson, CPA | Partner, Moss Adams
Ben Alderton, JD | Senior Manager, Moss Adams
Craig Lammlin, CPA | Senior Manager, Moss Adams
MaryCaitlin Willcuts | Manager, Moss Adams
06.22.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
BDO Tax Strategist: Cross-Border Issues – Second Quarter Considerations
With so much uncertainty – from the OECD’s Two-Pillar Framework, the fundamental changes to key aspects of the FTC rules, to supply chain vulnerabilities to ongoing global crises – how can tax departments effectively strategize short-term and long-term?
06.28.22 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Spring 2022 Not-for-Profit Tax Update
Stay current on the changing tax landscape, COVID-19 relief initiatives, potential changes under President Biden’s administration, and more.
Lauren Haverlock | Partner, Moss Adams
Tracy Paglia | Partner, Moss Adams
Patty Mayer | Director, Moss Adams
Qi Wen Liang | Senior Manager, Moss Adams
07.13.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q2
Join us as we discuss developments that occurred during the second quarter of 2022 with respect to various topics in accounting and financial reporting.
07.20.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q2 2022 IFRS Quarterly Update: Session 1
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
08.25-26.22 | 10.5 CPEs | Presented by Moss Adams
CONFERENCE | The Westin Denver Downtown
2022 Telecommunications Management Conference
Explore key success strategies to help you compete and stay ahead of change in an increasingly complex telecommunications industry.
09.13.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: September 2022
BDO’s Healthcare Hot Topics Webinar Series is designed to help healthcare executives stay on top of timely and relevant accounting, auditing, reporting and business insights. The series is produced and delivered by The BDO Center for Healthcare Excellence and Innovation. 1.5 hours of CPE may be earned for each of the events.
Steven Shill | Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation
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
Academic Partners
Emerging Academic Partner
Communications Sponsors
Membership Information