North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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Jim Howe
FEI Dallas Chapter President
Welcome!
Let me be the first to welcome all of you, members and sponsors, to a new year of FEI. Although we are in the middle of our Summer Professional Development Series, July launches the planning of the upcoming year’s activity. Read more
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Connecting With Your FEI Dallas Chapter Colleagues
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SUMMER PROFESSIONAL DEVELOPMENT SERIES
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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, and The University of Texas at Dallas. We are so grateful for their participation and contributions to FEI Dallas. Each university has determined if their event will be virtual or in person, and CPE credit is offered for all programs.
JUNE 29 | UNIVERSITY OF DALLAS | VIRTUAL
Thinking Strategically About Leading and Managing Remote Work in Financial Services
Dale Fodness, Ph.D. | Associate Professor, Gupta College of Business
JULY 19 | UNIVERSITY OF NORTH TEXAS | VIRTUAL
Managing Success – Mapping Strategy, Leadership, Culture and Control Systems
Govind Iyerm, Ph.D. | Hershel Anderson Endowed Professor, G. Brint Ryan College of Business, University of North Texas
SEPTEMBER 28 | THE UNIVERSITY OF TEXAS AT DALLAS | IN PERSON
GameStop vs. Wall Street
Panel discussion led by David Springate, Ph.D. | Finance Professor & Director, Center for Finance Strategy Innovation, The University of Texas at Dallas
Registration information coming!
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Monthly Chapter Meetings in 2021-22 will be in person on 2nd Mondays at Northwood Club unless otherwise noted, starting with a Professional Development session followed by the Networking Social and Dinner Meeting. For the fall meetings (September-November), the two educational programs will be livestreamed via Zoom and eligible for CPE credit virtually. Stay tuned for more information as plans for 2021-22 scheduling evolve.
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09.13.21 | SAVE THE DATE
Monthly Chapter Meeting | IN PERSON with Programs Livestreamed
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Environmental, Social, and Governance (ESG) – What Is It? Why and How to Implement It
Environment, social and governance issues seem to be at the forefront today. Join us to explore what ESG encompasses, why you should be engaged, and how to move your organization forward. Three simple letters – ESG – represent a broad spectrum of opportunities and risks that all organizations need to consider. It is becoming clear that investors care, and it is also clear that there is little clarity on topic. Experts from Moss Adams and a financial executive from their client base, will provide their perspective on these topics and share insights related to what they are observing in the market and how to implement it in your organization..
Laurie Tish | Partner, Moss Adams
5:15-6:20 p.m. Networking Social
6:20-7:30 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Manufactured Homes: The New American Dream of Home Ownership
What is home ownership? The affordable home crisis has put traditional site-built homes out of reach for millions of Americans. Manufactured homes are redefining the concept of homeownership. Affordability, quality, features, amenities, customization, and value appreciation are no longer exclusive to traditional home ownership. Matt Mathison provides insight on how Treehouse Communities is helping aspiring home buyers fulfill the dream of home ownership with a manufactured home.
Matt Mathison | CEO, Treehouse Communities + CFO, Fifth Partners
Open to FEI Dallas Chapter members and their guests, chapter sponsors, members of other FEI chapters (virtual), and prospective members and other non-members by invitation
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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2021-22 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter Meetings are held on 2nd Mondays September-April except December at Northwood Club, 6524 Alpha Rd., Dallas, TX 75240. CPE credit is available to all attendees.
2021 – Programs will be livestreamed and eligible for CPE credit
September 13
October 11
November 8
2022
January 10
February TBD
March 14
April 11
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IMPORTANT CHANGES TO CAREER MANAGEMENT MEETINGS | Starting in August 2021, monthly Career Management meetings will be in person on the 3rd Tuesday of each month year-round. Meetings will be hosted by Bank of Texas at Sherry Lane Place in Dallas, from 5:30-8:00 p.m. in the ground floor conference room. Light food and drinks will be provided. Most meetings have programs offering CPE credit to FEI members who register online and confirm their attendance via signature at the event.
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08.17.21 | 5:30-8:00 p.m. (Central) | SAVE THE DATE
Career Management Happy Hour with Alumni | 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 The Dallas FENG
Pre-registration at the FEI Dallas Chapter website required | Registration information pending
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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 | IN-PERSON SOCIAL
September 21
October 19
November 16
December 21
2022
January 18
February 15
March 15
April 19
May 17
June 21
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For the 2021-22 year, if the Dallas Chapter hosts in-person meetings, the SIGs may host in-person events which may be simultaneously streamed for people who choose not to attend in person.
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08.04.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
M&A Market Update and Transaction Considerations
If you’re considering making a business transition, it’s important to understand the benefits and challenges of the current environment. Join us for our webcast focused on the current M&A market for the construction, architecture, engineering, and construction material industries. Our subject matter experts will discuss how you can better prepare for a transaction, as well as the following topics:
– Review of the active investor and buyer landscape for each segment
– Valuation trends and drivers
– Factors effecting current and projected M&A activity and top due diligence concerns
– Steps to position your business to be more prepared for a transaction
Michael Pihowich, CPA, CA | Managing Director, Moss Adams
James Rothenberger | Managing Director, Meridian Capital
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08.05.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
COVID-19 Fraud Risks: Reassess Your Internal Controls
The COVID-19 pandemic has highlighted the significance of having strong internal controls—especially when it comes to preventing fraud. Remote-work environments create new pressures, incentives, and opportunities for individuals to circumvent internal controls and commit fraud. Join us for our webcast covering the role internal controls play in detecting and preventing fraud. We’ll address the following key topics:
– Current fraud trends and prevention best practices
– Risks specific to the COVID-19 environment
– Fraud cases involving governmental entities and related internal controls oversights
Ashley Osten, CPA | Partner, Moss Adams
Keith Simovic, CPA | Senior Manager, Moss Adams
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08.05.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 VBA Webinar Series: Valuation in the Life Sciences Sector
Valuation impacts all life science companies. Whether negotiating a licensing deal, raising a financing round, preparing for an IPO, or negotiating the acquisition of a company or an asset, valuation influences almost all aspects of a life science company’s operations.
Kevin Wharton | Director, Valuation & Business Analytics, BDO USA, LLP
Jason Zeman | Managing Director, Valuation & Business Analytics, BDO USA, LLP
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08.10.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2021 Tax Innovation Webinar Series: How to Get Your Tax House in Order: Building the Case
Please join us for the third webinar in BDO's 2021 Tax Innovation Webinar Series as we discuss how to build momentum for your project by analyzing your needs (gap assessment), setting priorities and building a great business case.
Anne Giffels | Managing Director, Tax Performance Engineering, BDO USA, LLP
Cristin Boynton | Managing Director, Tax Performance Engineering, BDO USA, LLP
Mike Bourne | Regional Sales Manager, CSC Corptax
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08.10.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Key Steps for a Successful Business Transition
When evaluating exit strategies, businesses must consider what’s available to them and prepare their business financially and operationally to achieve their goals. Business transitions are often viewed as a single event, but there are essential steps that should take place well before and immediately after a transition. Join us for a webcast covering how architecture, engineering, and construction (AEC) businesses can take a holistic approach to a business transition. Our industry experts will cover a range of topics, including:
– Key steps to determine and increase enterprise value for ownership transition
– The interdependencies between ownership transition and management succession
– Sell-side operational readiness and post-transaction integration
– How to best structure business operations
– How to execute a transition that will drive both short- and long-term success
Tim Croushore, CFA, ABV, MRICS | Managing Director, Moss Adams
Aaron Martinez, Partner | Moss Adams
Mark Steranka, Partner | Moss Adams
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08.12.21 | 12:00 noon (Central) | No CPE | Presented by Moss Adams
WEBINAR
Support Your Personal Legacy Goals with Charitable Giving
There are many ways to incorporate charitable giving into your income and estate plans. Whether you’d like to fund education, hunger, or something else you’re passionate about, there’s an avenue for you to support it. Join us for our panel discussion to help you identify a charitable giving option that aligns your personal legacy goals with tax benefits. We’ll discuss:
– Specific benefits for individuals in 2021
– Typical charitable giving vehicles
– When it makes sense to start a private foundation
– Cash versus publicly traded stock versus other capital assets
– Charitable giving and how it can be incorporated into your estate planning
Jode Beauvis, CPA | Partner, National Practice Leader, Individuals and Families, Moss Adams
Terry Dickens, CPA | Senior Manager, Moss Adams
Lauren Haverlock, CPA | Senior Manager, Moss Adams
Patty Mayer, CPA | Director, Moss Adams
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08.18.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Strategy and Tax Considerations for a Business Transition
There’s no one size fits all approach when considering a business transition. Your company must understand the differences in tax and deal structuring considerations—depending on your entity type, shareholder composition, and overall strategy. Whether your exit plan involves a transaction, family succession, or management transition, it’s critical to be aware of how to structure your strategy to improve tax opportunities. This is especially important given the tax changes proposed by the Biden administration. Join us for our webcast on key considerations architecture, engineering, and construction (AEC) businesses should be aware of to develop a successful transition approach. We’ll address the following topics:
– Tax and entity structuring based on exit strategy and shareholder composition
– Tax considerations including federal, state, estate, and gift taxes
– Estate planning and liquidity event preparation
– Post-transition strategy
Sean Kanaley, CPA, JD | Partner, Moss Adams
Aaron McFarland, CSF | Senior Advisor, Moss Adams
Jose Romero, CPA | Director, Moss Adams
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08.19.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Unrelated Business Income Tax: What You Need to Know
Your private foundation could be subject to unrelated business income tax (UBIT)—even if it’s otherwise exempt from income tax under Internal Revenue Code Section 501(c)(3). Income from certain investments or other activities could result in UBIT and additional filing requirements. Discover what your private foundation needs to know about UBIT in our webcast. Specific topics we’ll address include:
– Three factors to determine what qualifies as an unrelated trade or business
– Exclusions from unrelated trade or business income
– Unrelated business income reporting
– Nuances of debt financed income
– Separate reporting of unrelated business activities
Colleen Ramires | Senior Manager, Moss Adams
Patty Mayer, CPA | Director, Moss Adams
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08.31.21-09.02.21 | 10 CPEs | Presented by Moss Adams
VIRTUAL CONFERENCE
2021 Virtual Telecommunications Management Conference
Join us for our virtual three-day conference addressing key strategies for establishing a path to success in an increasingly complex and competitive industry. Designed for management-level telecommunications professionals, this in-depth training will cover a variety of telecommunications insights, ranging from strategies for individual companies to what’s working for the industry at large. Conference sessions will cover the following:
– Regulatory updates. The present and future of telecommunications regulation.
– Competitive insights and success stories. The present and future of telecommunications broadband competition and pricing and company success stories.
– Technology developments. The future of telecommunications networks and technologies.
– Auction insights. Reverse auctions and their potential future use in the distribution of Universal Service Funds (USF).
– Valuation overview. Mergers, acquisitions, and valuations in the telecommunications industry.
– Management analytics and application. How data analytics are being used to drive the management decision-making process.
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09.30.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
An Economic Update: The Impact of Recovery and Upside Forces
While the US economy has regained the output loss illustrated during the COVID-19 pandemic recession, the labor market is still making up lost ground—and some uncertainty remains for financial institutions.
Join us for our webcast featuring an economic update and key changes following COVID-19, including potential proposals for additional spending, taxes, and programs. We’ll also cover the upside forces expected to fuel 2021 and 2022.
John W. Mitchell | Owner, M&H Economic Consultants
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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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