North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel. |
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Jay Smith
FEI Dallas Chapter President
Thanks to our Professional Development Committee and Program Committee for starting the year off with great content. Strategic Partner UMB Bank’s Executive Vice President and Chief Investment Officer KC Matthews lead the topic of “The Great Slowdown – Navigating the Risks of Recession” while Augusto Morales, PhD, Technology Lead for Check Point Software Technologies educated us on the topic of “Cyber Trends from the War in Ukraine.” Both topics were timely and well received based on everything that is going on in the political landscape currently. The committees have been working diligently on great presentations for the next meeting on October 10th and the remainder of the year. Read more
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Connecting With Your FEI Dallas Chapter Colleagues |
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The FEI Dallas Chapter membership directory is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with your FEI colleagues and chapter sponsors. Each member has a personal listing showing name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot. Information for the listing is downloaded from the FEI member database.
IMPORTANT
Work & Contact Information | Review and update – Extended to Friday, October 7
FEI members should visit the chapter website by September 30 to review and update your profile information. Log in using your FEI member credentials if you’re not already logged in, and click your name at the top of the page to go to your profile where you can view and update work and contact information, and other aspects of your FEI member record. Changes are reflected in both the chapter’s printed directory and at the online member directory. Note: You can update your member record at any time; however, updates by September 30th are ensured to be reflected in this year’s printed membership directory.
Headshots | Extended to Friday, October 7 if you wish to add or replace your existing headshot
Headshots are invaluable in connecting with your FEI colleagues. For the member section, headshots in last year’s directory will be pulled forward unless a replacement is sent. For members who had a new headshot taken at the meeting on September 12, this headshot will be inserted in your listing unless you advise otherwise by October 15. We do not download images from FEI’s online member directory as web images are not print quality. Low-resolution images like LinkedIn headshot will not work for print publications. FEI members who wish to add or replace your existing headshot should send a high-resolution image formatted for print to Sharla Hibberd, sharla.hibberd@feidallas.org by October 7.
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Monthly meetings are held 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. Although the chapter schedules meetings year-round, there are no monthly meetings in December or from May-August when other special events are scheduled.
Information on previous meetings including recordings and presentation files (with speaker permission) and attendance lists are available in the EVENTS LIBRARY at the chapter website. www.feidallas.org
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10.10.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs
Monthly Chapter Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Private Company Boards: Your Questions Answered
A panel of experienced professionals will discuss the advantages of private companies having a Board of Directors, the role Directors play in the Board room, and how you can better represent your company in the Boardroom or be prepared for Board service.
Panelists:
Keith Pearson | Chairman & CEO, Pearson Partners International
David Brown | CFO, Authentix
Tim Laczkowski | Partner, Altacrest Capital
Moderator:
Larry King | Co-Founder & Program Chair; Board Director; Advisory Board Member, Private Directors Association Dallas-Fort Worth
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Congresswoman Beth VanDuyne
24th Congressional District of Texas, U.S. House of Representatives
Open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation
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11.14.22 | 4:00-8:00 p.m. (Central) | 2.5 CPEs | SAVE THE DATE
Monthly Chapter Meeting
Northwood Club, 6524 Alpha Rd., Dallas, TX 75240
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
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 | Registration pending
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2022-23 FEI Dallas Chapter Monthly Meeting Schedule
Monthly Chapter Meetings are held in person at Northwood Club in North Dallas on 2nd Mondays September-April except December unless otherwise indicated. CPE credit is available to all attendees via FEI’s online CPE Center.
2022
September 12
October 10
November 14
2023
January 9
February 13
March 6 | First Monday due to Spring Break conflicts
April 10
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10.28.22 | 7:00-9:00 a.m. (Central)
New Member Breakfast hosted by FEI Dallas Ambassadors
Maggiano’s at Willow Bend, 6001 W. Park Blvd., Plano, TX 75093
New FEI Dallas members from 2021 and 2022 are invited to join chapter Ambassadors for breakfast, to network with other new members, meet your Ambassador and share how they can support you in getting the most value possible from your membership, learn about select committees and other ways to get more involved.
Open to FEI Dallas Chapter members who joined in 2021 and 2022 and chapter Ambassadors
INVITATION ONLY | Invitations were emailed to eligible attendees. If not received or for more information about the event, please contact Ambassador leaders John Hughes or Carl Saxon.
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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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10.18.22 | 5:30-8:00 p.m. (Central) | 1.5 CPEs
Monthly Career Management Meeting with FENG
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
CPE credit available to FEI members who register online at the chapter website. Registration is open though meeting end time. FENG members do not need to register.
Pre-registration at the FEI Dallas Chapter website required for CPE eligibility | Registration pending
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2022-23 FEI Dallas Career Management Monthly Meeting Schedule
FEI Dallas Monthly Career Management Meetings are held in association with The Financial Executives Networking Group (FENG).
2022
July 19
August 16
September 20
October 18
November 15
December 20
2023
January 17
February 21
March 21
April 18
May 16
June 20
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10.12.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Manufacturing & Distribution CFO Series
Distribution Trends Moving into Fourth Quarter
Whitley Penn, 8343 Douglas Ave., First Floor, Dallas, TX 75225
Review key trends occurring the transportation, distribution, and logistics areas as operations move into the fourth quarter.
Jim Corrigan | Director of Operations, Cowtown Express
Kerry Tassopoulos | Of Counsel, Platt Cheema Richmond
Clinton Purtell, PhD | Associate Director, Jim McNatt Institute for Logistics Research, University of North Texas
Bryan Wahlberg | Director, Key Account Development - Industrial/Chemical, Kuehn + Nagel
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Manufacturing and Distribution sectors
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10.13.22 | 4:30-6:20 p.m. (Central) | 1 CPE
Real Estate CFO Series
Single Family Rentals: Industry Overview & Look-Forward
ILE Homes is a single family residential real estate investment firm based in Dallas, TX. Our speakers will give insight into their experience operating in the SFR industry, the macroeconomic conditions that will shape the industry over the next 12 months, and where they see the industry headed beyond.
Mahesh Shetty | CEO, ILE Homes
Kyle Evans | Director of Investments, ILE Homes
Open to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with financial or executive roles in the Real Estate sector
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10.12.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
2022 Quarterly Technical Update - Q3
This program will discuss developments that occurred during the third 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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10.12.22 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
Economic Update: Where We Are in the Business Cycle
If there was ever any doubt about the importance of a leader’s ability to navigate change and uncertainty, the last two years have made this necessity abundantly clear. Are we properly caring for and inspiring our employees? How can our words and actions impact those we manage? Are we emphasizing purpose, diversity, and inclusion within our teams? Leaders must continue to address complex and uncomfortable topics that many employees will still experience for a long time to come. This presentation will help attendees be certain about effective strategies for their leadership and tips to navigate today's changing workforce.
Join us for our webcast, Economic Update: Where We Are in the Business Cycle. We’ll discuss the current economic landscape and outlook for the future. Speaker Steve Scranton will address the mix between inflation, interest rates, and the economy to gain better knowledge as to where we are in the business cycle—allowing you to make more informed, educated business decisions. He’ll also discuss potential changes to momentary policy and key risk factors that could impact the market, as well as the following topics:
– The differences between inflation and high prices
– Federal Reserve interest rate policy
– Economic and financial indicators to monitor for signs of economic health or weakness
Steve Scranton, CFA | Chief Investment Officer and Economist, Washington Trust Bank
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10.19.22 | 11:00 a.m. (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Director Oversight of Cybersecurity in Todays Digital Environment
This session will provide an overview of current cybersecurity requirements across the globe and how those charged with governance need not only be compliant, but how to adequately evaluate and mitigate cybersecurity risk within their organization.
Lee Sentnor | Professional Practice Director - Corporate Governance/Assurance, BDO USA, LLP
Greg Schu | Partner, Cyber Compliance & Assessments, BDO USA, LLP
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10.19.22 | 12:00 noon (Central) | 1 CPE | Presented by BDO USA, LLP
WEBINAR
Q3 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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10.19.22 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
The Future Economy: Opportunities for Growth
The world is likely to see more economic change in the next five years than we’ve seen in the recent past. The coming years will be transformational, as trends supercharged by the pandemic fully exert themselves on the economy. Artificial intelligence (AI), robots, virtual communication platforms, and cryptocurrency are just a few of the tools leveraged to help businesses overcome, adapt, and thrive. Is your organization aligning itself for what’s next?
Join us for our webcast, The Future Economy: Opportunities for Growth, as we explore strategies to adapt to disruption and identify opportunities for growth. Speaker Andrew Busch, former chief market intelligence officer for the United States Commodity Future Trading Commission (CFTC), will dive into how innovation, policy changes, and societal shifts drive opportunities for businesses.
Andrew takes the economic trends super-charged by the pandemic and other major events to show where money is flowing—and where it’s not. He’ll also touch on the potential changes we could see in fiscal policy due to the upcoming midterm elections.
Andrew Busch | Former Chief Market Intelligence Officer (CMIO), United States Commodity Futures Trading Commission (CFTC)
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10.20.22 | 1:00 p.m. (Central) | No CPE | Presented by Moss Adams
WEBINAR
Automate the Reconciliation of Your Financial Systems
Reconciling data from separate systems is a critical process required for a period close. This often involves manually pulling the data out of separate systems and using spreadsheets to complete the reconciliation—a time consuming, resource-intensive, and error-prone process. Join us for our webcast, Automate the Reconciliation of Your Financial Systems, and learn how you can free up valuable resources. Key topics we’ll discuss include:
– How you can increase the frequency of reconciliation rather than waiting until the end of a monthly or quarterly closing period
– Common accounting reconciliation challenges
– How to address process exceptions
– Cost-effective automation solutions
Loren Den Herder | Managing Director, Moss Adams
Alyssa Galvan | Automation Lead Consultant, Moss Adams
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10.10.22 | 8:00 a.m.-4:30 p.m. (Central) | Presented by Teradata
Possible: Dallas
A global event series for cloud, data, and analytics leaders. Discover successful strategies to rethink, empower, and accelerate your business.
Gaylord Texan Resort & Convention Center, Grapevine
For one day only, Teradata is bringing together thought leaders, executive visionaries, and industry experts to discuss how to use data and analytics to beat the competition to market, drive better decisions, and achieve faster innovation. Network, connect, and solve your most challenging business issues.
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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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