FEI Dallas Chapter Virtual Monthly Meeting
“Wine” Not Start the Season with a Bottle on Us?
Celebrate the start of FEI Dallas’s 2020-21 season while enjoying a nice bottle of wine compliments of the chapter. Since we’re unable to meet in person this month, we’re bringing the social to you! Our dedicated chapter wine tasters have selected three different wines to meet everyone’s preference. Simply find a comfortable chair, log on to the virtual chapter meeting, sit back and sip.
The Way It Works: One of our local wine retailers is working with us to facilitate easy pickup service at several convenient locations around Dallas. A bottle of wine will be available for all who register by Monday, September 7, with some exclusions*. Details on wine pickup will be shared with eligible attendees a few days prior to the meeting.
*Exclusions: FEI members who are not a member of the Dallas Chapter; Dallas Chapter sponsor representatives above the number of attendees per your sponsor benefits; and students participating in the Financial Executive Experience scholar program.
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3:30-4:45 p.m. Professional Development Session | 1.5 CPEs
Robotic Process Automation and Artificial Intelligence: Automating Critical Tasks, In Critical Times, While Staying Ahead
RPA and IA are available to be leveraged to start your digital transformation journey. Yet, it’s risk vs. reward when it comes to these technologies. While the benefits are significant, organizations must remain accountable for the actions of their RPA or AI-driven systems or risk potentially significant damage. Beyond bottom lines and financial or legal implications, improving AI for the greater good – setting higher standards, building in ethical and empathetic considerations and transparency, and eliminating bias – is the right thing to do. The panelists will cover digital transformation in terms of the change management and skill sets required, real-life case studies of these technologies being used in practice, audit and financial reporting war stories of what can go wrong, how COVID-19 has altered the trajectory for RPA and AI adoption, and finally what are the considerations for the near future where AI capabilities start surpassing human intelligence.
Rauli Garcia, VP Strategic Marketing, Sage Intacct
Warwick Leitch, VP North America, Calumo Software
Elizabeth Pospick, Director-Business Advisory Services, Baker Tilly
Kory Farooquie, CEO, iNVATERRA
Learning Objectives – Participants in this webinar will learn:
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High level discussion on recent study “CFO 3.0 – Digital Transformation Beyond Financial Management”
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The Organizational, skill set, and change management considerations around AI/RP
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Customer case studies re: AI/RPA
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Costs and return on investment considerations
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Audit and internal control considerations surrounding RPA/AI technology.
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Future of RPA/AI & The AI/ Human Workforce Balance
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4:45-5:00 p.m. Business Meeting
5:00-6:00 p.m. Keynote Presentation | 1 CPE
Pivoting in Response to the Pandemic: Dallas-Based Alto Takes Ridesharing to New Heights
Alto is a Dallas-based ridesharing company with a business model built on three tenets: safety, cleanliness, and consistency. Because Alto owns and manages its own fleet of SUVs, the company was able to quickly update safety measures for drivers and passengers when COVID-19 hit, retrofit their vehicles, and create unique business lines including corporate courier services, Concierge for restaurant delivery, and The Market by Alto for curated gifts and specialties, which have sustained the company when rides dropped 90% in the spring due to the pandemic. CEO Will Coleman will discuss his company’s founding, mission, operations, and plans for expansion within the COVID environment.
Will Coleman, Founder & CEO, Alto
Learning Objectives – Participants in this webinar will learn how a startup shifted its strategy to successfully navigate the pandemic of 2020.
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REGISTRATION
This event is open to FEI Dallas Chapter members and sponsors, members of other FEI chapters, prospective members and other non-members by invitation. Pre-registration at the FEI Dallas Chapter website is required for all attendees. When registering online, under Sessions be sure to check each session you plan to attend.
This webinar will be held on ZOOM. More information and the webinar link will be provided in the auto-confirmation generated once registration is complete.
Registration is open through the start of the webinar. However, registration must occur by Monday, September 7 to be eligible for the wine gift. Data will be downloaded on Tuesday for wine fulfillment.
FEI Dallas Chapter Members | Free
FEI Dallas Chapter Sponsors | Free per the attendance guidelines for 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 with sponsorship + 2 additional*
Strategic Partners – 2 attendees with sponsorship + 2 additional*
Special Events Partner – 2 attendees with sponsorship + 2 additional*
Platinum Sponsors – 2 attendees with sponsorship + 2 additional*
Media Sponsors – 2 attendees with sponsorship + 2 additional*
Academic Partners – 2 attendees with sponsorship + 2 additional*
Special Partners – 1 attendee with sponsorship + 2 additional*
*Additional sponsor attendees are not eligible for wine gift.
Guests | Guest fee $50 | Guest registration closes on Friday 9/11/20
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 in-person monthly meeting and one virtual 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
Company name
Job title
Address | City, State, Zip
Phone number
Email address
Which session/s will your guest attend?
Professional Development Session
Keynote Presentation
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 monthly 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].
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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 in-person chapter meeting and one virtual 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 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: 2.5
Experience Level: Basic
Prerequisites/advance preparation: None
CONTACT
Jackie Dunn
FEI Dallas Chapter Manager
C: 214-789-8999
[email protected] | www.feidallas.org