North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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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. COVID Safety Protocols have been discontinued at FEI Dallas in-person events.
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04.11.22 | 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
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
How to Read Body Language for Success in Business 2.0
Would you like to read another person’s mind? Would it be helpful to better understand a person’s thoughts during negotiations, a business meeting or a job interview? It is estimated that 93% of communication is non-verbal (only 7% is the words being spoken). You will learn to focus more on the other 93%. This presentation will give a brief background into primal body language, show that it is automatic, universal and cannot be suppressed. You will also learn rapport-building body language and which stress indicators to avoid. Your body cannot lie and is constantly communicating whether you are speaking or not. Your will learn to be a better communicator.
Kendall Helfenbein | CFO, Vandelay Hospitality Group
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Pricing Pressures Dallas Builders are Facing
This program will focus on the various aspects that have had a trickle-down effect to the Dallas Builders Association, from the tornados that cut a wide swath through parts of Dallas, the COVID pandemic and resulting delays and business slowdown, the recent severe ice storms, current supply chain issues, and the delay in getting permits issued in the City of Dallas.
Phil Crone | Executive Officer, Dallas Builders Association
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 is closed. Chapter members and sponsors may contact Jackie Dunn for waitlist availability.
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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
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05.02.22 | 11:00 a.m.-8:00 p.m. | REGISTRATION OPENS SOON!
Spring Social 2022 | Golf Tournament
Cowboys Golf Club, 1600 Fairway Dr., Grapevine, TX 76051
Title Sponsor: PNC Bank
11:00 a.m. | Check-in, golfers & sponsors
11:00-1:00 p.m. | Driving Range and Putting Green open
12:00 p.m. | Box lunches in the Hospitality area on the patio
1:00 p.m. | Mega Putt contest at the Putting Green
1:45 p.m. | Shotgun Start, 6-person scramble
Sponsorships available through April 15
Low-cost sponsorship option and discount for annual chapter sponsors
Open to FEI Dallas Chapter members and sponsors
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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. |
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04.19.22 | 5:30-7:00 p.m. (Central) | 1.5 CPEs
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.
Decades of Executive Search… Do This, Don't Do That!
Debbie Williams will share some insights into high-level executive job search gained over her 20+ year career. She will provide a lively discussion of some of her best moments.... and a few words on the common themes that are present in failed candidacies and placements. It will be an interactive give-and-take with the audience of Finance and Accounting professionals.
Debbie Williams | Executive Search Professional, Retired
Open to members of FEI Dallas and Fort Worth, and DFW FENG members
CPE credit available only to FEI members with advance registration
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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 | 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 | IN PERSON
June 21 | IN PERSON
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04.20.22 | 4:30-6:30 p.m. (Central) | 1 CPE | SAVE THE DATE
Private Equity CFO Series | IN PERSON
Assessing and Protecting Intellectual Property Value in Joint Ventures
Greenberg Traurig Dallas
Protection of a business’s intellectual property rights is vital to its competitiveness, growth prospects, and market value, and the significance and weight of this fact grows with each passing year. When forming a joint venture, failing to think through the JV’s IP inputs and outputs when establishing the JV, as well as how those may evolve and be affected by various scenarios throughout the JV’s lifecycle, may jeopardize the success and value ultimately created by the contemplated JV. We will explore IP-related issues that co-venturers should carefully consider when entering into a joint venture and the impact those issues are likely to have on the co-ventures’ finances.
Steven E. Bartz | Shareholder, Greenberg Traurig, LLP
Jerry Fellows | Shareholder, Greenberg Traurig, LLP
Tyler Ridley | Senior Manager, Valuation Services, Weaver
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 | Registration pending
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04.28.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Technology CFO Series | IN PERSON
Update on Blockchain Technology – including Cryptocurrencies and Non-Fungible Tokens (NFTs)
Moss Adams First Floor Conference Room
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
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04.12-14.22 | Times vary | Up to 12 CPEs | Presented by BDO USA, LLP
WEBINAR
Nuts & Bolts HUD Accounting, Budgeting & 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, BDO USA, LLP
Nick Auriemma, CPA, CFE | Partner, BDO USA, LLP
Jason Casterline, CPA | Managing Director, BDO USA, LLP
Dwayne Tucker, CPA| Director, BDO USA, LLP
Jake Bastoni, CPA | Senior Manager, BDO USA, LLP
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04.13.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q1
Join us as we discuss developments that occurred during the first quarter of 2022 with respect to various topics in accounting and financial reporting.
Paula Hamric | Professional Practice Partner, SEC Services, BDO USA, LLP
Angela Newell | Professional Practice Leader, Accounting & Assurance, BDO USA, LLP
Amy Rojik | National Managing Partner, Corporate Governance, Communications & Emerging Issues, BDO USA, LLP
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04.13.22 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
A Real Look at Retail In 2022: The CFO Take
More than a quarter of retail CFOs described their business performance as thriving, according to BDO’s 2022 Retail CFO Outlook Survey.
Natalie Kotlyar | Assurance Partner, National Managing Partner, Industry Groups, Retail & Consumer Products National Industry Leader, BDO USA, LLP
David Berliner, CPA, CIRA, CTP | Partner, Business Restructuring Services, BDO USA, LLP
Ted Vaughan | Assurance Managing Partner, BDO USA, LLP
Robert Brown | National Digital Leader, Retail CPG, BDO USA, LLP
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04.20.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Considerations for ERP Selections For Government Contractors
Every day government contractors rely on the information from its Enterprise Resource Planning (ERP) system to make business decisions and perform its business processes. Outdated software can leave them at a disadvantage against its competitors that are leveraging the benefits offered in newer systems.
Kasra Mojtahedi | Director, Industry Specialty Services, BDO USA, LLP
Brian Belskey | Manager, Industry Specialty Services, BDO USA, LLP
Matt Hoover | Senior Associate, Industry Specialty Services, BDO USA, LLP
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04.20.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q1 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
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04.26.22 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Internal Audit Webinar Series: The Internal Auditor of the Future
In addition to solid communication and organizational skills, what are the skills needed for the internal auditor of the future?
Colleen Duffy | Managing Director, Risk Advisory Services, BDO USA, LLP
Alejandro Anievas | Senior M
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05.03.22 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP
WEBINAR
BDO’s Healthcare Hot Topics Webinar Series: May 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
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05.12.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Tax Innovation Webinar Series: Optimize Your Transfer Pricing Approach with Tech
In this session we will discuss how to identify the best situations to apply technology, how to navigate the acceptance process, and what to consider ahead of time for a successful implementation.
Yvonne Golby | Managing Director, Transfer Pricing Implementation & Automation, BDO USA, LLP
Herb Lockyer | Managing Director, Tax Performance Engineering, BDO USA, LLP
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05.13.22 | 12:00 noon (Central) | 1 CPE | Presented by BGSF
WEBINAR
Solving the Puzzle of Software Selection
While Enterprise Resource Planning (ERP) systems are aging and Cloud ERPs are maturing, companies need to evaluate whether to select new software or stay with current software. Which software company fits my needs? Should we go to the cloud or stay on-premise? Best of breed or single solution? Selecting an ERP can be an intimidating task that should not be taken lightly. ERP systems can touch every aspect of an organization: human resources, finance, procurement, sales, and more. This presentation will help attendees walk through a process that will evaluate the reasons to select or not select a new ERP and what steps should be taken when selecting a new ERP.
Jeff Servidio | Managing Partner, Momentum Solutionz
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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.
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.
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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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Emerging Academic Partner |
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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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