North Texas' largest, most welcoming assembly of business leaders in finance, helping each other excel.
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The FEI Dallas Chapter membership directory is going to print soon and will be distributed in November. It is a hardcopy booklet published annually and distributed to all chapter members in good standing to help connect with FEI colleagues and our chapter sponsors. Each chapter member has a personal listing showing (as available in the FEI member database): name, company, job title, preferred address, phone number, email address, LinkedIn address, and a headshot.
FEI Online Member Directory
FEI members also have 24/7 access to FEI’s online membership directory. Links to the online directory are available at the FEI website, the Dallas Chapter website, and in our newsletters and weekly Upcoming Events emails like this one. FEI member login required.
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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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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
Inflation Reduction Act Tax Credits and Incentives Overview
The Inflation Reduction Act of 2022 offers many tax credits and incentives that can reduce your organization’s tax burden and increase cash flow.
Craig Lammlin | Tax Director, Moss Adams
Matt Lord | Energy Consultant Manager, Moss Adams
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.
Mirror Image Groups
This program will cover “Mirror Image Groups” and how these groups can help high level job seekers. It will include a discussion of how to administer and run an effective group and also touch on suggested requirements, protocol and expectations. Forming a mirror image group can speed up the job search process and provide valuable job leads and support. Learning objectives include a hands-on approach to starting one of these groups and making it effective.
Bob Walker | Chair, Career Management Committee, FEI Dallas Chapter; Chair, The Dallas FENG
John Casey | Managing Director, John Casey & Associates
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.
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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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10.26.22 | 4:30-6:30 p.m. (Central) | 1 CPE
Technology CFO Series
Tax Planning in Turbulent Times
Moss Adams, 14555 Dallas Parkway, Ste. 300, Dallas, TX 75254
This program will feature a panel of tax professionals who will share their insights surrounding the latest developments impacting Federal and State taxation.
Ben Isley | Senior Manager - Federal Tax, Moss Adams
Daniel Kemp | Senior Manager - R&D Tax, Moss Adams
Craig Lammlin | Tax Director, Moss Adams
Mo Huda | Senior Manager – SALT, Moss Adams
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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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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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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