Registration for this event is closed. Chapter members and qualified chapter sponsors may contact Jackie Dunn to join the waitlist: [email protected]
Click for registrants as of 9/9/19, 12:00 noon
FEI Dallas Chapter Monthly Meeting
September 9, 2019 | 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
Registration open through Tuesday, September 3, 2019
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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
Session 1 | 4:00-4:55 p.m. | 1 CPE
How to Prepare for Your Enterprise Software’s End of Life
With technology and software advancing forward at unprecedented rates, how do you know if your enterprise software investment is safe? You cannot rely upon the software companies or their Value Added Resellers to advise you. You have to do the work yourself. During this session we will review the history of the software industry and review the steps you can take to protect yourself from finding out in the near future, albeit too late, that your software is at the end of its life.
Loren Den Herder, Sr. Director Business Solutions, Moss Adams (speaker change)
Learning Objectives: Attendees at this program will:
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Understand the legacy of the software industry
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Gain an understanding and overview of enterprise systems
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Understand issues concerning upgrading versus replacing
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Understand people and change management issues
Session 2 | 4:55-5:45 p.m. | 1 CPE
Key Considerations for a Cloud-Based Accounting System
You are not alone; many people are stilling wondering about “what is Cloud?” and “Is it the right solution for me?” Well it’s not a new term anymore, having been around for over a decade, but these questions still remain. In this session we will provide a baseline understanding of what Cloud really is, and give you the background on knowing contenders from pretenders in the Cloud space. We will also provide an overview the key areas of value a Cloud Accounting/ERP system can provide and an independent process to determine if Cloud is right for you.
Michael Parker, CPA, CISA, CFE, Partner, Moss Adams
Learning Objectives: Attendees at this program will:
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Understand the difference between on-premise, true cloud and fake cloud
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Gain an understanding and overview of the real costs with each solution
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Learn five business areas that a cloud-based Accounting/ERP system can provide value to a business
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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
The U.S.-China Trade War
This program covers the effects of the trade war between the U.S. and China as well as other U.S. economy-related topics.
Eric Winograd, Senior VP & Senior Economist, AllianceBernstein LP
Learning Objectives: Attendees at this program will learn about the impact of the U.S.-China trade war on the U.S. economy as well as other trade partners such as Mexico.
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 potentially not eligible for CPE credit and/or not included in the headcount for dinner.
FEI Dallas Chapter Members | Free
Register at www.feidallas.org under 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 regular 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].
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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 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 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
CPE credit for FEI Dallas Chapter events is available online via FEI’s CPE Center to both FEI members and non-members. Registration in the FEI system is required for each program for which you wish to receive CPE credit. To manage your CPE credit, 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 (Sponsor ID 103064). State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. 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 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
[email protected] | www.feidallas.org