REGISTRATION FOR THIS MEETING IS CLOSED. CURRENT FEI DALLAS MEMBERS AND CHAPTER SPONSORS MAY CONTACT JACKIE DUNN FOR WAITLIST AVAILABILITY: [email protected].
FEI Dallas Chapter Monthly Meeting
November 14, 2022 | 4:00-8:00 p.m. | 2.5 CPEs
Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240 | Business attire
Registration open through Monday, November 7, 2022
SCHEDULE & PROGRAMS
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
Inflation Reduction Act Tax Credits and Incentives Overview
The Inflation Reduction Act of 2022 offers many tax credits and incentives that can reduce your organization’s tax burden and increase cash flow.
Craig Lammlin | Tax Director, Moss Adams
Matt Lord | Energy Consultant Manager, Moss Adams
Learning Objectives – Attendees at this program will learn more about the significance of these provisions, how they add value, and when to apply them. Topics include:
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Tax credit bonus and enhancement provisions under the Inflation Reduction Act
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Internal Revenue Code Sections 45L and 179D
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Energy production incentives
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Carbon and manufacturing incentives under the Inflation Reduction Act
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Direct pay and transferable tax credit considerations
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The Creating Helpful Incentives to Produce Semiconductors (CHIPS) Act
5:15-6:20 p.m. Networking Social | In Person Only
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
Private Equity – Impact of Inflation, Higher Interest Rates and Prospect of Recession
A panel of private equity experts will explore valuations in today’s environment, flight to quality, equity as an inflation hedge, and use of structure finance to lower risk and seek reward.
Moderator
Tom Montgomery | Managing Member, Montgomery Capital Advisers, LLC
Panelists
Christopher W. Kersey, MD, MBA | Founding Partner, Havencrest Capital Management, LLC
Will Walters | Partner, Craftsman Capital
Ben Slater | Partner, Highlander Partners
Bayard Friedman | Managing Director, CIC Partners
Learning Objectives - Attendees at this program will learn how to prepare for the changing private equity environment as it relates to inflation, higher interest rates, and prospect of a recession. Topics to be explored include:
REGISTRATION
Registration open through Monday, November 7, 2022
This meeting is open to FEI Dallas Chapter members and their guests, chapter sponsors, and prospective members and other non-members by invitation. Pre-registration at the FEI Dallas Chapter website is required for all attendees. When registering, please designate the sessions you plan to attend. This is important for headcount and catering purposes, and for CPE credit.
4:00-5:15 p.m. Professional Development Session | 1.5 CPEs
5:15-6:20 p.m. Networking Social
6:20-8:00 p.m. Dinner Meeting with Keynote Presentation | 1 CPE
FEI Dallas Chapter Members | Free
FEI Dallas Chapter Sponsors | Free per the attendance guidelines for your sponsorship level. Sponsors with registration-enabled logins may register on this page. If you receive a notice that you are not eligible to register, contact Jackie Dunn at [email protected].
Chapter Title Sponsor | 3 attendees
Strategic Partners | 2 attendees
Special Events Partner | 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. Guests may not attend monthly chapter meetings on a repeated basis. Guests who qualify for FEI membership may attend one monthly meeting on a complimentary basis, allowing them to evaluate the benefits of FEI membership. Please confirm membership 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 (if different)
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Which session/s will your guest attend?
Professional Development Session | 4:00-5:15 p.m. | 1.5 CPEs
Networking Social | 5:15-6:20 p.m.
Dinner Meeting with Keynote Presentation | 6:20-8:00 p.m. | 1 CPE
Payment information | Guest fee $100
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 monthly chapter meetings subject to advance registration and approval. The following general conditions apply with exceptions approved in advance. Contact Jackie Dunn to request guest approval: [email protected].
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Guest fees, if applicable, are payable by credit card in advance at the time of registration. See ‘Cancellation’ for refund information.
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Guests generally may not attend monthly 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.
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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.
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Not all chapter events are open to guests. Refer to the registration section for each meeting for information on guest registration.
Special Provisions for Prospective Members
FEI members and chapter sponsors are encouraged to invite prospective members to monthly chapter meetings, the Summer Professional Development Series, and Special Events pursuant to the attendance guidelines for that event. Prospective members may attend one monthly chapter meeting on a complimentary basis and one session of the Summer Professional Development Series subject to the guest fee, to evaluate the benefits of FEI membership.
CPE CREDIT
This event offers 2.5 CPE credits to all attendees who are eligible to earn CPE credit. Registration in the FEI system and onsite signature verification of attendance are required to earn CPE credit.
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.
Professional Development Session (4:00-5:15 p.m.)
“Inflation Reduction Act Tax Credits and Incentives Overview”
Instructional method | Group-Live
Recommended CPE Credits | 1.5
Experience Level | Basic
Prerequisites/advance preparation | None
Field of Study | TBD
Keynote Presentation (7:00-8:00 p.m.)
“Private Equity – Impact of Inflation, Higher Interest Rates and Prospect of Recession”
Instructional method | Group-Live
Recommended CPE Credits | 1.0
Experience Level | Basic
Prerequisites/advance preparation | None
Field of Study | TBD
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.
CONTACT
Jackie Dunn
FEI Dallas Chapter Manager
[email protected] | www.feidallas.org