Dallas Chapter Retail & Restaurant CFO Series | VIRTUAL

 

Lessons in Resilience and Adaptability

A panel discussion with three CFOs sharing their stories of survival in a world turned upside down by COVID-19. Regardless of classification as essential or non-essential, retail businesses have been forced to react and respond to a new set of business rules and changing consumer behavior. This program will explore how Financial Leaders are guiding their companies out of the immediate crisis and into the next normal.
Sean Shepard, Regional CFO, Dallas and Houston Divisions, The Kroger Co.
David Rutkowski, CFO, Golden Tree Restaurants
Laura Beverly, CFO, Half Price Books, Records, Magazines Inc.
Zak Everson, Partner, Baker Tilly
Nick Diaz, SVP, Commercial Banking Manager, Amegy Bank
 
Learning Objectives – Participants in this program will learn from the unique experience of three different retail CFOs:

  • Responding to the initial impact of COVID-19 restrictions

  • Deploying strategies for survival and recovery in a crisis

  • Forging a path forward into the next era of retail

 

REGISTRATION

This event is open at no charge to FEI Dallas Chapter members, members of other FEI Chapters, and non-members with executive roles in the Retail & Restaurant sector.  Pre-registration at the FEI Dallas Chapter website is required for all attendees.
 
This meeting will be held on ZOOM Meeting.  More information and the attendee link will be provided in the auto-confirmation generated once registration is complete.
 

SCHEDULE

4:30-4:40 p.m. Check-in
4:40-5:00 p.m. Breakout Sessions and Networking
5:00-5:50 p.m. Program and Q&A | 1.0 CPE
 

STRATEGIC PARTNERS

Amegy Bank
Baker Tilly
Clark Hill | Strasburger
Sirius Solutions
USI
 

CANCELLATION

To cancel a reservation, contact Nancy Ehlers at [email protected].  Forty-eight “business” hours notice is requested for cancellation.  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. 
 

CPE CREDIT

This event offers 1 CPE credit to all attendees who meet attendance criteria, i.e., present for the required amount of time and answer the required number of polling questions. 
 
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. State boards of accountancy have 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.
 
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.00
Experience Level: Basic
Prerequisites/advance preparation: None
 

CONTACT

Nancy Ehlers
FEI Dallas Chapter Webinar Facilitator & CPE Manager
973-903-5068
[email protected] | www.feidallas.org
 


Speakers

Ms. Laura Beverly

Executive VP/CFO
Half Price Books, Records, Magazines, Inc.

Mr. Nick Diaz

SVP, Commercial Banking Manager
Amegy Bank

Mr. Zak Everson

Audit Partner
Baker Tilly US, LLP

Mr. David Rutkowski

CFO
Golden Tree Restaurants

Mr. Sean Shepard

Regional CFO, Dallas and Houston Divisions
Kroger

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Specialized Knowledge, 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.