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MONTHLY MEETINGS

Registration closes today!

Register by 10.30.23

Register

SPECIAL EVENTS – SAVE THE DATES!

12.05.23 | 7:30-9:45 a.m. (Central) | 2 CPEs | SAVE THE DATE

Technology Breakfast 2023

Sponsored and presented by Grant Thornton

Northwood Club, 6524 Alpha Rd., Dallas, TX 75240

Open to FEI Dallas members and sponsors, and prospective members by invitation

Sponsorships available    

02.03.24 | SAVE THE DATE

Winter Social 2024 | Theme: Weird Science

Title Sponsor | Sunflower Bank

Perot Museum of Nature and Science, 2201 N. Field St., Dallas, TX 75201

+1 Dinner Party

Open to FEI Dallas members and sponsors

Sponsorships available    

05.07.24 | SAVE THE DATE

Golf Outing 2024 | Topgolf & Networking Social

Title Sponsor | VIP

Topgolf Dallas, 8787 Park Ln, Dallas, TX 75231

Open to FEI Dallas members and sponsors

Sponsorships available    

New events in the PHOTO GALLERY!

Monthly Meeting | 10.09.23 | Northwood Club

Wine Tasting Social | 03.23.23 | Dallas Arboretum

CAREER EVENTS

Registration open through end of meeting

Register

SPECIAL INTEREST GROUPS

11.02.23 | 4:30-6:30 p.m. (Central) | 1 CPE

Private Equity CFO Series

Click Here!! Cybersecurity and Risk Management in the PE World

This program will teach attendees about the recent happenings in the cyber insurance market. Attendees will come away with increased knowledge regarding company cybersecurity and cyber risk management techniques.

Tommy Mixon III | Executive Risk Consultant, USI Insurance Services

Trip Hillman | Partner, IT Advisory Services, Weaver

Robert Long | Shareholder, Greenberg Traurig

Robert Rough | Managing Director, Telos Capital Advisors

 

Open to FEI Dallas 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 website required | Event details and registration

11.08.23 | 4:30-6:30 p.m. (Central) | 1 CPE

Real Estate CFO Series

From Bricks & Mortar to Bits & Blocks: Real Estate’s Digital Evolution

Panelists will discuss the introduction and implementation of blockchain technology, tokenization, and digital assets in the real estate industry as well as the regulatory and legal issues facing the industry when choosing to adopt the new technology and its benefits. Participants will learn the basics of tokenization of real estate assets; benefits of blockchain technology and tokenization to the real estate industry; and regulatory and legal issues involved in implementing this new technology to their existing business and assets. 

Brian Shepler | CEO, CapBlock

Joshua Smeltzer | Partner, Gray Reed 

 

Open to FEI Dallas members, members of other FEI chapters, and non-members with financial or executive roles in the Real Estate sector

Pre-registration at the FEI Dallas website required | Event details and registration

PARTNER EVENTS & RESOURCES

10.31.23 | 11:30 a.m. (Central) | No CPE | Presented by Moss Adams

WEBINAR

Elevate Your Financial Planning to the Cloud

Learn how to integrate Workday Adaptive Planning to help analyze data for developing accurate forecasts—and plan accordingly. 

Event details and registration

11.02.23-12.07.23 | Presented by Moss Adams

WEBINAR SERIES

Strategies to Increase Cash Flow

Federal, state, and local governments often seek ways to stimulate economic development and investment through tax credits and incentives. Organizations that leverage these incentives can save significant amounts and increase cash flow. In some cases, even if you discover that you qualify for certain credits and incentives after the fact, you can go back over a period of years and amend tax returns to benefit from them retroactively. Join us for our webcast series to learn more about tax credits and incentives, including those in the Inflation Reduction Act, that your organization may be able to leverage to achieve your goals. 

Topics include:

Tax Credits and Incentives for Transferability | 11.02.23

Cash Refunds for Green Energy Projects | 11.08.23

Credits and Incentives for Business Expansion | 11.16.23

Bonus Credits Under the Inflation Reduction Act | 11.30.23

Federal and State Hiring and Wage-Based Credits | 12.07.23

11.07.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Fall 2023 Not-for-Profit Accounting and Auditing Update

Stay ahead of changes to auditing and accounting standards and how they could impact your not-for-profit organization. 

Event details and registration

11.09.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Sustainability in the Built World

Explore solutions for the built world to cut carbon emissions and construct and design more environmentally sustainable buildings. 

Event details and registration

11.14.23 | 8:00 a.m. (Central) | 1 CPE | Presented by Moss Adams
WEBINAR
How to Curate Strategic Higher Education Program Portfolios
Higher education institutions must continually assess their degree program offerings to remain relevant to students and employers, promote cost-effective educational opportunities, and create meaningful job opportunities for the next generation. Join us for our webcast, How to Curate Strategic Higher Education Program Portfolios. We’ll review strategies higher education institutions can use to evaluate educational programs; make effective decisions regarding offerings; and execute program changes.

11.29.23 | 9:00 a.m. (Central) | 1 CPE | Presented by Moss Adams

WEBINAR

Good Governance for Utilities and Energy Companies

Set the tone for your organization by establishing good practices for your boards and committees. Learn more in this webcast. 

Event details and registration

12.05.23 | 12:00 noon (Central) | 1 CPE | Presented by Moss Adams

WEBINAR          

Achieve Your Goals with an Organizational Assessment

Organizational assessments can help you promote operational alignment, improve services, reach your goals, and more.  

Event details and registration

Partner Resources

2024 Robert Half Salary Guide


Welcome to the 2024 Salary Guide from Robert Half. Whether you’re a hiring manager, business owner, tenured professional or job seeker, our 2024 Salary Guide has you covered.

WEBINAR | ON-DEMAND | Presented by Baker Tilly

Strategies to address the new SEC cyber disclosure rule (and how to do it!)

The SEC recently released a new cyber disclosure rule requiring public companies to disclose information about their cybersecurity governance practices as well as impacts associated with material cyber incidents. While they include information on what is required to be disclosed, they don’t address how organizations might design their processes and controls to accurately address those disclosure requirements. One approach may be to utilize the American Institute of Certified Public Accountants (AICPA) cybersecurity risk management framework.  

Read the article and watch the webinar recording to learn more.

WEBINAR SERIES | ON-DEMAND | Presented by Baker Tilly

Digital forward: A webinar series

Technology has increased customer expectations, catapulted productivity, and unlocked the power of data. But simply implementing the latest technology isn’t going to give your organization the competitive edge it’s likely looking for. True digital transformation empowers leaders to create a forward-looking culture of innovation. Join us for the continuation of Digital forward, a six-part webinar series, that shares leading insight into how to transform into a digital-first organization.

Event details and registration

Resources from Moss Adams
FEI NATIONAL EVENTS
FEI LEARNING OPPORTUNITIES
FEI DALLAS 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.
Title Sponsor
Strategic Partners
Special Events Partner
Platinum Sponsors

Special Partners

Academic Partners
Emerging Academic Partner

Communication Partner

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

Chapter Contact 

Jackie Dunn, FEI Dallas Manager

214-789-8999


Creative Services

Sharla Hibberd

Plan A Creative Design, LLC 

The submission deadline for FEI Dallas newsletters and upcoming events emails is one week prior to publication. Contact Jackie Dunn for more information.

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