Dallas Chapter Monthly Meeting – October 2016

Online registration for this event is closed.  Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist:  [email protected] | 214-789-8999.

FEI Dallas Chapter Monthly Meeting

October 10, 2016 | 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
 
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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

Wages, Immigration, and Other Hot Topics: What Employers Can Expect in 2017

This program will cover five interesting and developing employment law areas employers should be aware of in 2017 and provide practical tips on how to comply with these employment law issues: (1) the upcoming salary level changes for exempt employees effective December 1, 2016; (2) developments with handling transgender bathroom questions; (3) I‑9 compliance and best practices; (4) recent immigration law developments; and (5) proper classification issues for employees.
Presented by Strasburger & Price, LLP
Sujata Aimera | Partner
Monica Velazquez | Partner
Adam Boland | Senior Counsel

 

Learning Objectives – Attendees will learn how to spot significant employment problems that their employers may face in 2017, and be able to implement practical steps to avoid significant employment law-related pitfalls.

 
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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

Expanding Your Role Beyond Finance

Jim Skinner, retired Vice Chairman of Neiman Marcus Group (NMG), a $5 billion luxury fashion retailer, joins us to discuss how to expand CFO and COO skillsets to the CEO level.  As CFO, Mr. Skinner led efforts for several key public-to-private, private-to-private, and global acquisitions transactions.
Jim Skinner, Retired Vice Chair and Former CFO/COO, Neiman Marcus Group

Learning Objectives – The successful skillset includes experience beyond traditional accounting and finance experience.  Attendees will learn what skills to develop, how to acquire those skills, and how to get recognized for them.  Skillsets to expand include strategy, business development, distribution and logistics, real estate and construction, investor relations, legal, and information technology.
 

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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 therefore not eligible for CPE credit and not included in the dinner count.
 
FEI Dallas Chapter Members | Free
Register at www.feidallas.org under Upcoming 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 [email protected].
 
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 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 [email protected] with the following information.  Complete information required for registration.  If 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:  [email protected].
  • 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

You must be registered in the FEI system for each program for which you wish to receive CPE credit.  If there is any question as to whether or not you are registered for a specific program, please contact Jackie Dunn at [email protected] to confirm.
 
CPE credit is available online via FEI’s CPE Center to both FEI members and non-members.  You will need to 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.
 

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
[email protected] | www.feidallas.org
 


Speakers

Ms. Sujata Ajmera

Partner
Strasburger & Price, LLP

Mr. Adam Boland

Senior Counsel
Strasburger & Price, LLP

Mr. Jim Skinner

Former CFO & Vice Chairman
Neiman Marcus

Ms. Monica Velazquez

Partner
Strasburger & Price, LLP

Credits

1.00 CPE
Basic

Method

group-live

Field

Personal Development, Non-technical

Prerequisites

none

Credits

2.00 CPE
Basic

Method

group-live

Field

Business Law, Technical

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.