Dallas Chapter Technology CFO Series: "Automation for Your Business – Taking the Next Step"

Registration for this meeting is closed.  For event information or registration issues, contact Eric Holleman at [email protected].


Click for registrants as of 2/22/19, 5:00 P.M.

Automation for Your Business – Taking the Next Step

February 26, 2019 | 4:00-7:00 p.m. | 1.5 CPEs | Moss Adams – Northern Location
In this session, leaders in automation, process improvement experts, and RPA providers, as well as their clients, will discuss how to begin the automation process, what has been most effective, and some lessons learned along the way.
Darren Heffernan, CFO, Trintech
Rob Kucik, Director, Advisory Services, RGP
David Rombough, Global Head of Consulting, Symphony Ventures
Morey Thompson, Director-Finance Operations & Transformation, Essilor of America

Learning Objectives

  • Where to begin on the automation journey
  • What processes are most easily automated and in what size company
  • How to scale automation and when it is cost effective
  • What types of automation tools are available

REGISTRATION

Open to FEI Dallas Chapter members, and non-members with executive roles in the Technology sector.
Register by Friday, February 22, 2019.
 

SCHEDULE

4:00-4:30 p.m. Check-in and Networking
4:30-6:00 p.m. Program and Q&A | 1.5 CPEs
6:00-7:00 p.m. Networking & Hors d’oeuvres
 

LOCATION

Moss Adams – Northern Location
First Floor – Team Room
13727 Noel Road
Dallas, TX 75240
 

STRATEGIC INVESTORS

Comerica
Foley Gardere
RHSB
Moss Adams
 

CPE CREDIT

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.
 
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: http://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 reservation, contact Jackie Dunn 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. 
 

CHAPTER CONTACT

Nancy Ehlers
FEI Dallas Chapter Event Support
C: 973.903.5068
[email protected] | www.feidallas.org


Speakers

Mr. Darren Heffernan

CEO
Trintech Inc.

Mr. Ron Kucik

Director of Technical Sales and Advisory Services
RGP

Mr. David Rombough

Global Head of Consulting
Symphony Ventures

Mr. Morey Thompson

Director of Finance Operations and RPA
Essilor of America

Credits

1.50 CPE
Basic

Method

group-live

Field

Information Technology, 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.