Dallas Chapter Monthly Meeting – February 2019

Registration for this event is closed.  Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist:  jackie.dunn@feidallas.org

Click for registrants as of 2/10/19, 3:00 p.m.

FEI Dallas Chapter Monthly Meeting

February 11, 2019 | 4:00-8:00 p.m. | 3 CPE credits available
Northwood Club
6524 Alpha Rd. | Dallas, TX 75240
Self-parking and complimentary valet
Business attire
Registration open through Monday, February 4, 2019
 
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Pre-meeting Professional Development Session | 4:00-5:45 p.m.
3:30-4:00 p.m. Check-in
4:00-5:45 p.m. Program | 2 CPE credits

KPMG Accounting and Tax Update 

This program will include the impact of current and emerging hot topics such as Wayfair and recently issued proposals by the FASB, PCAOB and SEC. The primary focus for tax will be on the impact of the Wayfair decision on companies from both a sales tax and income tax perspective, an overall accounting for income tax update, and an update on tax reform implementation issues. The accounting section will discuss certain recently issued and proposed FASB, PCAOB, and SEC rules and the potential impacts to participants. 
Presented by KPMG 
Michael Nesta, Partner, Accounting Advisory 
Cliff Crockett, Partner 
Matt Savatsky, Managing Director 
Becca Thompson, Senior Manager 
 
Learning Objectives:  Attendees will learn about significant updates in accounting, financial reporting, and tax matters.
 
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Dinner Meeting | 5:30-8:00 p.m.
5:30-6:30 p.m. Networking Social
6:30-7:00 p.m. Seated Dinner
7:00-8:00 p.m. Program | 1 CPE credit

Transition from CFO to CEO: Perception vs. Reality

Hear from Shannon Greene, former CEO of Tandy Leather Factory, who rose through the ranks from Assistant Controller to CFO before accepting the challenge of leading the company as CEO. She will share real-life lessons she learned in the transition from CFO and CEO as well as provide insight into the differences between the two most senior roles in most companies.
Shannon L. Greene, Former CFO and CEO of Tandy Leather Factory, Inc.
 
Learning Objectives:  Attendees at this program will learn:

  • The statistics of CFO to CEO transitions

  • Common perceptions of the CEO role

  • Skills that CFOs should develop to be considered for a CEO role

  • Strengths of successful CFOs and why those strengths don’t translate to successful CEOs

 

REGISTRATION

Important:  When registering online, under ‘Add Sessions’ be sure to check each session that you plan to attend, otherwise you will not be registered for that session and potentially not eligible for CPE credit and/or not included in the headcount for dinner.
 
FEI Dallas Chapter Members | Free
Register at www.feidallas.org under EVENTS. 
 
Chapter Sponsors | Free per the attendance guidelines for your sponsorship level.  Sponsors with registration-enabled logins may register at www.feidallas.org under Upcoming Events.  If you get a notice that you are not eligible to register, contact Jackie Dunn at jackie.dunn@feidallas.org.
 
Chapter Title Sponsor—3 attendees
Strategic Partners—2 attendees
Platinum Sponsors—2 attendees
Media Sponsors—2 attendees
Academic Partners—2 attendees
Special Partners—1 attendee
 
Guests | Guest fee $100 all-inclusive
Chapter members may occasionally bring guests to chapter meetings subject to advance registration and approval.  Guest fees are payable by credit card in advance at the time of registration.  Guests may not serve in a business development role for a firm that provides products or services to financial executives unless specifically approved in advance. 
 
Special provisions for individuals who are qualified for FEI membership:  Prospective members may attend one regular chapter meeting on a complimentary basis, allowing them to evaluate the benefits of FEI membership. Scroll down for membership qualifications.  Please confirm eligibility before submitting guest request.
 
To request guest approval, contact Jackie Dunn at jackie.dunn@feidallas.org with the following information.  Complete information required for registrationIf guest is in transition, please also provide a resume or a summary of qualifying experience.
 
Full name
First name for nametag
Company name
Job title
Address | City, State, Zip
Phone number
Email address
 
Which session/s will your guest attend?
Pre-meeting PD Session
Networking Social
Dinner Meeting
 
Payment information for guest fee:
Credit card number
Expiration date
Name on card
 

FEI MEMBERSHIP QUALIFICATIONS

https://www.financialexecutives.org/Become-a-Member/Membership-Criteria
 

CHAPTER GUEST POLICY

Chapter members and sponsors may bring guests to chapter meetings subject to advance registration and approval.  The following general conditions apply with exceptions approved in advance by the chapter board of directors.  Contact Jackie Dunn to request guest approval:  jackie.dunn@feidallas.org.
 

  • Guest fees, if applicable, are payable by credit card in advance at the time of registration.  See ‘Cancellation’ for refund information.

  • Guests generally may not attend chapter meetings on a repeated basis.  A notable exception is that chapter members’ financial staff are invited to the Summer Professional Development Series at no charge as a value-add to members, and may attend more than one session.

  • Guests may not serve in a business development role for a firm that provides products or services to financial executives unless specifically approved in advance.

  • Not all chapter events are open to guests.  Refer to the registration section on meeting notices for guest information.

 
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to ‘regular’ chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event.  Prospective members may attend one ‘regular’ chapter meeting (complimentary) and one session of the Summer Professional Development Series (subject to the guest fee) to evaluate the benefits of FEI membership.  Non-member guest fees apply to other events.  Invitations should be limited to those who meet FEI’s membership criteria.
 

CPE CREDIT

CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members.  Registration in the FEI system is required for each program for which you wish to receive CPE credit.  To manage your CPE credit, log in to the CPE Center using the same login credentials associated with your event registration.  If you are not an FEI member and don't know your username or passcode, contact Jackie Dunn for assistance.
 
Financial Executives International is registered with the National Association of State Boards-of-Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors (Sponsor ID 103064). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. www.nasba.org
 
For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines.  Some state boards may differ on how many minutes constitute a credit hour.  Contact your state board for more information.

 

CANCELLATION

To cancel a registration, contact Jackie Dunn.  Forty-eight ‘business’ hours notice is requested for cancellation.  Cancellations within 48 ’business’ hours and no-shows may be subject to a cancellation fee equal to the guest fee.  Guest fees will be refunded upon request given that cancellation is received at least 48 ‘business’ hours prior to the event.  Absent payment in advance, members are responsible for their guests' late cancellation and no‑show.  We recognize that plans can change at the last minute; however, as good stewards of our chapter finances we ask your help in controlling expenses due to last-minute cancellations and no‑shows.
 

CHAPTER CONTACT

Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999 | 469-241-0079
jackie.dunn@feidallas.org | www.feidallas.org
 


Speakers

Mr. Clifford M. Crockett

Partner
KPMG LLP

Ms. Shannon L. Greene

Former CFO and CEO of Tandy Leather Factory, Inc.

Mr. Michael G. Nesta

Partner, Accounting Advisory
KPMG LLP

Mr. Matt Savatsky

Managing Director, Tax
KPMG LLP

Ms. Becca Thompson

Senior Manager | State and Local Tax
KPMG LLP

Credits

1.00 CPE
Basic

Method

group-live

Field

Accounting

Prerequisites

NONE

Credits

1.00 CPE
Basic

Method

group-live

Field

Taxes

Prerequisites

NONE

National Registry of CPE SponsorsFinancial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.