Dallas Chapter Monthly Meeting – October 2020 | IN PERSON & VIRTUAL


Click for registrants as of 10/12/20, 8:30 a.m. | IN PERSON & VIRTUAL
 

** IMPORTANT **

Individuals have the option to attend this event either in person or virtually as a Zoom Meeting with in-person speakers simulcast through video feed.  Both platforms are eligible for CPE credit.  In-person registration is limited to 120 and we are asking that chapter sponsors register only one in-person representative.  We ask that those with underlying health conditions, above-normal temperatures, or who are feeling ill to attend virtually instead of in person. 
 
For In-Person attendance, a signed waiver is required for entry and you may be asked to have your temperature checked and/or asked simple health screening questions prior to entry.  If you fail, you may be asked to leave the event.  Masks covering nose and mouth are required to be worn to enter the building, and should be worn when not eating, drinking, or speaking at the podium.  Outdoor networking is expected to be available.  See more details below.
 
Virtual attendees who register by Monday, October 5, will be offered a $50 credit for dinner from Grubhub (some exclusions apply*) and instructions will be emailed to eligible attendees a few days prior to the meeting.  The Networking Social will be via ZOOM breakout rooms.  See more details below.
 

** REGISTRATION NOTES **

  • Please scroll down and read the registration instructions below and then register for either IN PERSON or VIRTUAL attendance – but not both

  • For each session, check the type of attendance you wish to register for and pause for the form to update before proceeding to the next session

  • Since this meeting has an in-person component, all registrants – including virtual – must consent to the In-Person Attendance Agreement in order to complete registration.

  • If registration is successful, you will receive an auto-confirmation shortly after completing registration.

_______________________________________________________________________________ 

FEI Dallas Chapter Monthly Meeting | IN PERSON & VIRTUAL

October 12, 2020 | 4:00-7:30 p.m. | 2.5 CPEs
IN PERSON:  Northwood Club | 6524 Alpha Rd. | Dallas, TX 75240 | Business attire
VIRTUAL:  ZOOM Meeting | Attendee link will be provided in auto-confirmation | Dinner provided via Grubhub compliments of the chapter with registration by October 5 (some exclusions apply*)
 

REGISTRATION DEADLINES

Please note that the deadlines to register for this meeting are short and vary from FEI Dallas’ typical registration protocol due to COVID-19 restrictions and adjustments.  We appreciate your understanding as we work to continue providing high-value programs within today’s restrictive environment.
Deadline to register for In-Person meeting:  Extended to 5:00 p.m., Tuesday, October 6
Deadline to register for Virtual meeting with Grubhub dinner option:  Extended to 5:00 p.m., Tuesday, October 6
Deadline to register for Virtual meeting without Grubhub dinner option:  Just prior to the start of the meeting

SCHEDULE & PROGRAMS

4:00-5:15 p.m. Professional Development Session | 1.5 CPEs

Private Equity Portfolio Company Structures and Management Considerations

How private equity-backed portfolio companies are structured, and who manages the day-to-day finances, can significantly impact the results upon exit. This session will discuss the various structures in the market today, the impact of new carried interest tax rules on executive compensation and what Private Equity sponsors value when selecting a CFO to lead their companies.
 
Part 1 - Private Equity Taxes: Structures, M&A and Executive Compensation
Discussion of various structures seen in the marketplace with an analysis of costs and benefits.   Discussion will also cover how the structure impacts mergers and acquisitions over the life cycle of the portfolio company.  Additionally, the new rules around Carried Interest will be covered as it impacts executive compensation.
Lori Mettille, Partner, Moss Adams
Harry Costin, Managing Director, Moss Adams
Todd Way, Partner, Vinson & Elkins
 
Part 2 – A Private Equity View of Portfolio Company CFOs
As Private Equity ownership continues to grow across all segments more CFOs find themselves working with Private Equity firms.  This panel will provide insights from PE funds on what makes a win-win relationship between a Portfolio Company CFO and a fund.  Additionally, we will address the potential conflicts that can arise while trying to balance PE and Board expectations while operating in an ever expanding reporting and compliance environment.
Kenny Wilks, Partner, Moss Adams (moderator)
Lou Grabowsky, Managing Partner, Juniper Capital
James Wang, Principal, Ara Partners
Jerry Dolinsky, Operating Executive, Marlin Equity Partners

 
5:15-6:00 p.m. Networking Social: Seated and/or in designated outdoor areas for in-person attendees, breakout rooms for virtual attendees
6:00-6:30 p.m. Dinner:  Seated for in-person attendees, Grubhub option for eligible virtual attendees
6:30-7:30 p.m. Keynote Presentation | 1 CPE

Esports and Gaming – Billions of Participants; Billions of Dollars

Gaming and esports are exploding, boasting 2.7 billion gamers and 495 million esports fans around the world. The League of Legends World Championship Final attracted more than 44 million viewers last year. Learn about this seemingly new phenomenon (hint: the first major esports tournament took place in 1978), the business behind the games, and the impact the industry will have on the way we think about sports and entertainment.
Chris Chaney, Founder & Managing Partner, C4+
Robert Rough, Managing Director, Telos Capital Advisors

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 for this meeting, please select either IN PERSON or VIRTUAL attendance – but not both – and designate the sessions you plan to attend:
 
Professional Development Session (4:00-5:15 p.m.)
Networking Social (5:15-6:00 p.m.)
Dinner Meeting & Keynote Presentation (6:00-7:30 p.m.)
 
Attending In Person
The in-person meeting will be limited to 120 attendees based on guidelines set by the chapter: (1) Up to 80 dues-paying chapter members; (2) chapter sponsors may have one in-person attendee with the remaining attendees covered by sponsorship attending virtually; and (3) approved guests may attend in person based on available seating.  In-person attendees will be subject to a temperature check and health screening questions upon arrival.  A mask that covers the mouth and nose is required in order to enter the meeting and should be worn when not eating, drinking, or speaking at the podium.  
 
A signed Dallas Chapter COVID-19 waiver is required to enter the meeting, even if you completed an online waiver at the time of registrationYou may click here to download the waiver in advance to turn in when you arrive, or you can complete it when checking in at the meeting.  Attendee tables will be spread out more than normal and fewer people will be seated at each table.  Participants will keep the same table/seat for the duration of the event.  Outdoor networking is expected to be available.  CPE credit will be available per the typical criteria for chapter in-person meetings:  registration in the FEI system and onsite signature verification of attendance. 
Registration deadline for in-person attendance – Extended to 5:00 p.m., Tuesday, October 6
 
In-Person Event Safety Protocols

  • A signed COVID-19 waiver is required for entry to the meeting and will be collected from each attendee at check-in.

  • Northwood Club follows state restaurant and valet safety protocols which are available for review at www.dshs.state.tx.us/coronavirus/opentexas.aspx.

  • Prior to entry, in-person attendees may be asked to have your temperature checked using a touchless infrared thermometer and/or to answer simple health screening questions.  If you fail, you may be asked to leave the event.

  • Masks are required to enter the meeting and should be worn when attendees are not eating, drinking, or speaking at the podium.

  • Attendees should try to maintain 6-foot distancing, frequently wash or sanitize their hands, refrain from shaking hands or hugging, and cover coughs and sneezes with a tissue or an elbow.

  • The Networking Social will be seated or confined to designated areas.

  • Please register for the virtual event if you or someone in your household has been tested for COVID-19 and is awaiting results, had a fever or other COVID-19 symptoms in the past 14 days, or have come in close contact with someone with a positive confirmed case of COVID-19 in the past 2 weeks.

  • Please don’t attend if you don’t feel well or have any of the COVID-19 symptoms including fever or chills, cough, shortness of breath or difficulty breathing, fatigue, muscle or body aches, headache, new loss of taste or smell, sore throat, congestion or runny nose, nausea or vomiting, or diarrhea.

 
Attending Virtually
The virtual component of this meeting will be held via ZOOM Meetings and is open to any number of attendees.  Virtual attendees who register with FEI by Monday, October 5 (some exclusions apply*) will be offered a $50 credit for dinner from Grubhub and instructions will be emailed to eligible attendees a few days prior to the meeting.  The Networking Social will be via ZOOM breakout rooms.  CPE credit for the Professional Development Session and Keynote program will be available per applicable attendance criteria:  present for the required number of minutes at the program, and answering the required number of polling questions.  Attendees must log in to the ZOOM Meeting to earn CPE credit, dial-in only is not eligible for CPE credit.
Registration deadline for virtual attendance with Grubhub meal option – Extended to 5:00 p.m., Tuesday, October 6
Registration deadline for virtual attendance without Grubhub meal option – Just prior to the start of the meeting

 
*Grubhub meal exclusions:  FEI members who are not a member of the Dallas Chapter and students participating in the Financial Executive Experience scholar program.
 
FEI Dallas Chapter Members | Free
 
Members of Other FEI Chapters (not a Dallas member) | Free, virtual only
 
FEI Dallas Chapter Sponsors | Free per the attendance guidelines for 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].
 
Sponsors should be watchful for emails from Dana Bickford, FEI Dallas’ Sponsorship Chair, covering logistical challenges to meeting participation stemming from today’s COVID-19 restrictions. We appreciate your understanding and cooperation, and welcome suggestions as we navigate this “New Normal.”
 
Chapter Title Sponsor – 1 in-person attendee + 2 virtual
Strategic Partners – 1 in-person attendee + 1 virtual
Special Events Partner – 1 in-person attendee + 1 virtual
Platinum Sponsors – 1 in-person attendee + 1 virtual
Media Sponsors – 1 in-person attendee + 1 virtual
Academic Partners – 1 in-person attendee + 1 virtual
Special Partners – 1 in-person attendee + 1 virtual
 
Guests | Guest fee $100
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
 
Would your guest like to attend in person or virtual?
In-person guest registration is subject to availability.
Guest fee is waived for virtual registration after the Grubhub meal option expires on October 5.

 
Which session/s will your guest attend?
Professional Development Session
Networking Social
Dinner Meeting/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].
 

  • Guest fees, if applicable, are payable by credit card in advance at the time of registration.  See ‘Cancellation’ for refund information.

  • 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.

  • 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.

  • 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 are eligible to earn CPE credit:
IN PERSON – Registration in the FEI system and onsite signature verification of attendance.
VIRTUAL – Present for the required number of minutes at the program, and answered the required number of polling questions. Attendees must log in to the ZOOM Meeting to earn CPE credit, dial-in only is not eligible for 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.
 
Session 1 - Professional Development Session
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.5
Experience Level: Basic
Prerequisites/advance preparation: None
 
Session 2 – Dinner Meeting & Keynote Presentation
Instructional method: Group-Internet-Based
Recommended CPE Credits: 1.0
Experience Level: Basic
Prerequisites/advance preparation: None
 

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
C: 214-789-8999
[email protected] | www.feidallas.org
 


Speakers

Mr. Chris Chaney

Founder & Managing Partner
C4+

Mr. Harry Costin

Managing Director
Moss Adams LLP

Mr. Jerry Dolinsky

Operating Executive
Marlin Equity Partners

Mr. Louis Grabowsky

Co-Founder & Managing Director
Juniper Capital Management

Ms. Lori Mettille

Partner
Moss Adams LLP

Mr. Robert Rough

Managing Director
Telos Capital Advisors, LLC

Mr. James Wang

Principal
Ara Partners

Mr. Todd Way

Partner
Vinson & Elkins

Mr. Kenny Wilks

Audit Partner
Moss Adams LLP

Credits

1.00 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

none

Credits

1.50 CPE
Basic

Method

group-internet-based

Field

Management Services, Technical

Prerequisites

none

Credits

1.00 CPE
Basic

Method

group-live

Field

Management Services, Technical

Prerequisites

none

Credits

1.50 CPE
Basic

Method

group-live

Field

Management Services, 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.