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 will determine if their event will be virtual or in person, and CPE credit will be 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   TBD | 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

07.19.21 | 4:00-5:30 p.m. (Central) | 1.5 CPEs FEI Dallas Chapter Summer Series | WEBINAR Managing Success – Mapping Strategy, Leadership, Culture and Control Systems Presented by the University of North Texas, G. Brint Ryan College of Business Great leaders manage success using financial and non-financial performance measures with an awareness of human behavior and company culture. Govind Iyer, PhD will lead us in a discussion of best practices in using Management Control Systems and levers of control to strategically achieve an organizations missions and goals. Understanding theories of human behavior and designing the organization to manage and control successful responsibility centers, coordinate across various departments and manage critical projects. Govind Iyer, Ph.D., Hershel Anderson Endowed Professor, G. Brint Ryan College of Business, University of North Texas   Open to FEI Dallas Chapter members, members of other FEI chapters, and non-members by invitation. Pre-registration at the FEI Dallas Chapter website required | Event details & registration CPE credit available to all attendees

MONTHLY CHAPTER MEETINGS

Monthly Chapter Meetings in 2021-22 will be in person on 2nd Mondays at Northwood Club starting with a Professional Development session followed by the Networking Social and Dinner Meeting. It is anticipated that at least the fall meetings will be scheduled as hybrid meetings and livestreamed to the virtual audience via Zoom. Stay tuned for more information as plans for 2021-22 scheduling evolve.

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 September 13 October 11 November 8   2022 January 10 February 14 (tentative) March 14 April 11

CAREER EVENTS

Monthly Career Management Meetings in 2021-22 will be held on 4th Tuesdays year-round except December which is on the 3rd Tuesday. July and August meetings will be virtual (3:00-4:30 p.m.) with in-person meetings beginning in September (6:00-8:30 p.m.) at a location to be determined.

07.27.21 | 3:00-4:30 p.m. (Central) | 1.5 CPEs | SAVE THE DATE Monthly Career Management Meeting with FENG | WEBINAR From Challenge to Opportunity; How to Effectively Navigate the Next Steps In Your Career What's holding your career growth back? We will address the top obstacles professionals encounter and how to effectively navigate them for the career you always dreamed of. We will cover: – Top career growth challenges – Where to start – How to create growth in your current position/organization – How to determine when it is time to move – How to effectively transition  Krystal Yates, Senior Certified HR Professional & Author   Open to members of FEI Dallas and Fort Worth, and the Dallas and Fort Worth FENG groups Pre-registration at the FEI Dallas Chapter website required | Registration information pending CPE credit available to all attendees

2021-22 FEI Dallas Career Management Monthly Meeting Schedule FEI Dallas Monthly Career Management Meetings are held in association with the Dallas Financial Executives Networking Group (FENG). The meetings listed below are in person unless otherwise indicated. CPE credit for virtual meetings is available to all attendees. CPE credit for in-person meetings is available to FEI members.     2021 July 27 | VIRTUAL August 24 | VIRTUAL September 28 October 26 November 23 December 21 – Third Tuesday   2022 January 25 February 22 March 22 April 26 May 24 June 28

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

07.13.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Make Environmental, Social, and Governance Work for You Should your organization focus on environmental, social, and governance (ESG) criteria? In most cases, yes—ESG can help your company access new financial opportunities, especially if potential investors want more insight into your company’s corporate performance. Join us to explore what ESG encompasses, why you should be engaged in ESG best practices, and steps to move your organization forward. Our industry leaders will provide perspectives on these topics and give insight into key ESG developments in the financial services sector. Gayle Appelbaum, Partner, Regional and Community Banking, McLagan Rhotunda Conda, SPHR, VP Human Resources, Golden 1 Credit Union Greg Gehlmann, Senior VP, General Counsel, Tri Counties Bank Terry Pierce, Regional Recruiting Senior Manager, Central Region, Moss Adams Event details and registration

07.14.21 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Quarterly Technical Update – Q2 2021 Presented as part of BDO KNOWLEDGE Webinar Series program, the "Quarterly Technical Update – Q2 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 Event details and registration

07.14.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Economic Update and Q&A for Commercial Real Estate Join us for our webcast on key economic and operational challenges impacting the commercial real estate industry—and ways to address them. Ken Rosen, Chairman, Rosen Consulting Group Kelvin Tetz, Partner, National Practice Leader Real Estate, Moss Adams Event details and registration

07.14.21 | 2:00 p.m. (Central) | No CPE | Presented by Moss Adams WEBINAR How to Develop Forward Thinking Financial Dashboards Strong financial reporting is essential to a company’s current and long-term success. Your company’s financial data should tell the story of your organization’s health—in its current state and in the future. Join us for our webcast to learn how to better apply financial analytics and predictive forecasting dashboards. This applies to NetSuite, QuickBooks Online, and Sage Intacct users. Loren Den Herder, Managing Director, Moss Adams Event details and registration

07.19.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR The Business Imperative of Inclusion and Diversity Leading an organization with an inclusion and diversity (I&D) mindset can boost innovation, attract and retain top talent, and enable your organization to better serve the growing diversity of your clients and communities. Join us for our webcast on the business imperative of I&D. Industry professionals will provide insight into why I&D is a key business strategy and a competitive advantage. They’ll also share actions your organization can take to foster inclusion and belonging to sustain long-term business success. Gerardo Godinez, Partner, Moss Adams Dena Herbolich, Partner, Moss Adams Ella F. Washington, PH.D., CEO of Ellavate Solutions and Professor of Practice at Georgetown University’s McDonough School of B, Ellavate Solutions and Georgetown University Carolyn Kalafut, Senior People Science Consultant, Glint Event details and registration

07.20.21 | 12:00 noon (Central) | 1.5 CPEs | Presented by BDO USA, LLP  WEBINAR BDO’s Healthcare Hot Topics Webinar Series: July 2021: Healthcare Digital Transformation Survey According to BDO’s 2021 Healthcare Digital Transformation Survey, as a result of the events of 2020, 60% of healthcare organizations are adding new digital projects and 42% are accelerating some or all existing digital transformation plans. The message is clear: the future of healthcare is digital. Steven Shill, Partner & National Leader, The BDO Center for Healthcare Excellence & Innovation Michael Lee, Principal, BDO Digital Chris Cooper, Managing Director, Advisory, BDO Healthcare Herman Williams, M.D., Managing Director, Advisory, BDO Healthcare Chad Beste , Principal, Advisory, BDO Healthcare Karen Fitzsimmons, Assurance Partner, BDO Healthcare Jim White, Tax Partner, BDO Healthcare Event details and registration

07.21.21 | 1:00 p.m. (Central) | 1 CPE | Presented by BDO USA, LLP  WEBINAR Q2 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. 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 Event details and registration

07.27.21 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams WEBINAR Rethink KPIs: Which Metrics You Should Focus On The COVID-19 pandemic has changed the way higher education leaders view and report on key performance indicators (KPIs). While most finance professionals still embrace a less-is-more approach to monitoring KPIs, institutions often have a thirst for more information—if measuring three KPIs helps operations, wouldn’t measuring 10 be even better? Not necessarily. Join us for our webcast to explore how focusing on a smaller set of KPIs can help your institution deliver value and stay agile in a constantly changing business environment. Annie Rose Favreau, Manager, Business Consulting Services, Public Sector Strategy and Operations, Moss Adams Loren Den Herder, PMP, Director, Business Consulting Services: Strategy and Operations, Moss Adams Event details and registration

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 Event details and registration

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

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

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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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