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

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, 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 View recorded program 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 View recorded program   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!

MONTHLY CHAPTER MEETINGS

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.

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

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

CAREER EVENTS

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.

08.17.21 | 5:30-8:00 p.m. (Central) 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

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

SPECIAL INTEREST GROUPS

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.

PARTNER EVENTS

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 Event details and registration

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 Event details and registration

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 Event details and registration

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 Event details and registration

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 Event details and registration

08.24.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR Month End Close & Journal Entry Processing Tips Join experienced professionals from the BDO Industry Specialty Services practice as they share insights into best practices that can help organizations improve month end close activities and journal entry processing. The presenters will discuss common obstacles, methods to achieve greater efficiency, improving accuracy, acquiring an adequate audit trail, and much more. Darlene Mihaly, Senior Manager, Industry Specialty Services, BDO USA, LLP Angelique Scott, Manager, Industry Specialty Services, BDO USA, LLP Event details and registration

08.26.21 | 1:00 p.m. (Central) | No CPE | Presented by BDO USA, LLP WEBINAR Business Owner Perspectives on Selling To An ESOP As a Flexible Exit Strategy Join BDO’s ESOP Advisory team as we overview some of the many advantages that can be achieved by selling to an employee stock ownership plan (ESOP). We will cover the benefits to the selling shareholders, the company and the employees.  Blake Head, ESOP Advisory Services Leader, BDO USA, LLP Mark Weisheipl, ESOP Advisory Services Senior Manager, BDO USA, LLP Bruce Ballard, Jr., Chairman and CEO, AMS Retail Solutions Paul Cooper, President, Wallace and Smith Contractors Event details and registration

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. Event details and registration | Cost to attend: $600

09.01.21 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR The BDO Tax Strategist Webinar Series: Third Quarter Tax Planning Considerations for Your Business Join BDO for a session on tax considerations you can begin implementing now through the end of the year to effectively lower your business's total tax liability. This is the second webinar in BDO's Tax Strategist Webinar Series. John Nuckolls, National Technical Practice Leader, Private Client Tax Services, BDO USA LLP Kevin Anderson, National Managing Director, Corporate Tax and Mergers & Acquisitions, 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 and Legislation, BDO USA, LLP Andrew Gibson, National Tax Office Leader, BDO USA, LLP (moderator) Event details and registration

09.15.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 Optimizing Operations Webinar Series: Building Operational Elasticity After a year of constant change, how will businesses alter their approach to building operational teams in Human Resources (HR) and Finance & Accounting (F&A)? Greg Gratteau, Managing Director, Business Services & Outsourcing, BDO USA, LLP Kris Coleman, Founder, Red Five Security Deb Seeger, Managing Director, Business Services & Outsourcing, BDO USA, LLP (moderator) Event details and registration

09.28.21 | 2:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP WEBINAR 2021 Internal Audit Webinar Series: Gen Z Talent Development - How to Attract, Develop, & Retain Top Professionals Gen Z’ers, those born between 1997-2012, are making decisions and relating to institutions in a highly analytical and pragmatic way. It’s easy to understand the technical skills required for our internal audit teams, but understanding core characteristics and how best to work with Gen Z can make us more successful. This session will take a deeper dive into general Gen Z values and beliefs about stability, diversity, work-life blend, independence, digital access and more. Janet Smith, Managing Director, Risk Advisory Services, BDO USA, LLP Dawn Williford, Partner, Risk Advisory Services, BDO USA, LLP Greg Gratteau, Managing Director, Business Services & Outsourcing, BDO USA, LLP Event details and registration

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 Event details and registration

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

Mentoring Partner

Spring Social Partner

Winter Social Partner

Academic Partners

Communications Sponsors

Chapter Information Website Chapter Leadership Chapter Events Chapter News Photo Galleries

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FEI Dallas Chapter P.O. Box 801363 Dallas, TX 75380-1363

Chapter Contact  Jackie Dunn, Chapter Manager 214-789-8999 Creative Services Sharla Hibberd Plan A Creative Design, LLC

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