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in this issue n President’s Letter n From KPMG n Chapter Events: n FEI Technical Committees n Financial Executive Magazine n Social Networking n Chapter Contacts
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chapter sponsors We wish to thank the following sponsors who have contributed greatly to our chapter. Members are encouraged to consider doing business with these firms if you have a need for their services.
Chapter and golf sponsorships are available. For more information, contact:
n Mike Brower n Keith Krzeminski |
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chapter title sponsor |
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strategic partners |
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platinum sponsor |
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gold sponsors |
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silver sponsors |
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Chapter Meeting n February 9, 2010 5201 Westgrove Dr. Dallas, TX 75248 972-931-7326 Registration deadline: Thursday, February 4 Cancellation deadline: Friday, February 5
Professional Development Session 4:00–5:45 p.m. (2 CPE credits) Presented by Marvin F. Poer and Company Managing Regulatory Expectations While Reducing Mark E. Marceau VP & National Director of Integrated Complex Property Solutions Property Taxes: Boon or Bane? A Discussion of Foy Mitchell, Jr. VP & Principal Consultant
Cost: Free to Dallas Chapter members; Non-members: $50.00 if not also registered for the Dinner Program. Advance registration and approval required. Includes Networking Social following.
5:30–6:30 p.m. – Networking Social 6:30–8:00 p.m. – Dinner Meeting & Program (1 CPE credit) Fractured to Fortune: Measuring Results Through Transforming Your Culture Tony J. Parella CEO, Shared Technologies Inc. Author of Fractured to Fortune
Cost: Free to Dallas Chapter members; Non-members: $100.00. Advance registration and approval required. Includes Professional Development Session and Networking Social.
Registration FEI Dallas Chapter meetings are open to dues-paying members of the chapter and their guests. Advance registration is required. Registrations received after the registration deadline will be wait-listed and accommodated on a first-come first-served basis as cancellations occur. Qualified member prospects may attend one chapter meeting at no charge with advance registration and approval (click here to confirm qualifications prior to registration).
Click program headings above to register. Login required. Register for each program separately. Guests may attend with advance registration and approval. Guest fees are payable by credit card upon registration.
Guest Policy Chapter members may bring guests to chapter events with advance registration and approval. Generally, guests are not allowed repeated attendance. Guests who are qualified and interested in FEI membership may attend one meeting compliments of the chapter. Contact Jackie Dunn for more information or to request guest approval.
Cancellation Policy 48 “business” hours notice is required for cancellation. Cancellations inside 48 “business” hours and no-shows are 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. |
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The Dallas Chapter’s vitality continues as registration boomed for our January chapter meeting where we welcomed Joseph DePinto, CEO of 7-Eleven, and his program “Growing Even in Difficult Times.” The program was excellent, so thank you to Mr. DePinto and The Plexus Group which sponsored the dinner meeting.
New Members: Mark Your Calendar – April 20 Luncheon A big welcome to the new members who continue to join our chapter! To facilitate introduction to chapter membership, a luncheon is in the planning stages for April 20 specifically for new members. This luncheon event is a great opportunity for new members to get to know each other and chapter leaders. More information will be forthcoming.
There are currently 440 financial executives who are active members of the Dallas Chapter. Thank you all for your enthusiasm and participation. Remember, the Membership Retention Committee, led by Peggy Bernard and Lista Hightower, is a resource if you have any concerns or suggestions. |
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Kathryn McBride |
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From KPMG |
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Business Forecasting - Rolling with the |
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By Don Mailliard
Since the recession began in earnest last year, some companies have all but given up on forecasting altogether because of future uncertainty. Yet, many companies view effective forecasting as a competitive advantage, and are utilizing rolling forecasts as a more flexible and reliable tool for gaining insight into evolving economic conditions.
What is a Rolling Forecast? A rolling forecast is similar to a regular forecast as it is based on past performance. However, a rolling forecast is regularly updated to reflect the latest results and most up to date business information.
Whether a company is looking forward four, six, or eight quarters, once it replaces a quarter with results, it adds a future quarter to the rolling forecast. It is generally developed for a 12- to 18-month horizon, to mirror the time horizon considered for certain key decisions. A rolling forecast should encompass baseline data, anticipated events, and key business drivers. |
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Don Mailliard KPMG LLP |
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Chapter Events |
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financialexecutives.org Advocacy: n Issues Events: n Webcasts CPE Center – Get CPE credit by reading Financial Executive magazine and FERF reports FERF – Financial Executive Research Foundation Financial Executive magazine Financial Reporting Update – FASB, Tax and Legislative Updates n FEI Express n CareerTrax n Finance and Information Technology Renew your FEI national membership
chapter event schedule September 8, 2009 October 13, 2009 October 24, 2009 November 10, 2009 November 20, 2009 January 12, 2010 February 9, 2010 March 9, 2010 April 13, 2010 April 20, 2010 May 2010
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FEI: The Voice of Corporate Finance Click here for Advocacy and Accounting Policy Committees updates.
Committee on Benefits Finance (CBF)
Committee on Corporate Reporting (CCR)
Committee on Corporate Treasury (CCT)
Committee on Finance & IT (CFIT)
Globalization Oversight Committee (GOC)
Committee on Government Business (CGB)
Committee on Private Company Policy (CPC-P)
Committee on Private Company Standards (CPC-S)
Committee on Taxation (COT) |
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Financial |
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cover story: |
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Online exclusives: Building a Better Chart of Accounts
Features: Financial Reporting: Financial Reporting for the Next Decade |
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Chapter Contacts |
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January 2010 |
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Are you LinkedIn? Join the FEI Group Today! Joining the FEI LinkedIn Group will allow you to find Joining the FEI LinkedIn Group will allow you to find and contact other FEI members on LinkedIn, as well as more than 25 million other experiences professionals from around the world, representing 150 industries.
Want Up-to-the-Minute Regulatory News? For the latest information on regulatory developments, visit FEI’s Web site or sign up to receive email updates from the FEI Financial Reporting Blog by emailing blogs@financialexecutives.org. The FEI Financial Reporting Blog is also available on Twitter at @feiblog.
Follow Us on Twitter – Sign Up Today! Now you can get FEI News on Twitter, by signing up to ‘follow’ FEI news at @feinews. FEI’s press releases automatically post via our Twitter account, and we may ‘tweet’ other FEI news from time to time. |
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Officers President Vice President Secretary Treasurer
Executive Committee Dr. David J. Springate Paul Mason Gina A. Norris
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Committees Arrangements Patti McKee Career Services Alan Stein External Relations & Publicity Michael E. Conley Golf Planning Committee Thomas C. Hook Membership Kenneth J. Judd
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Member Outreach Franklin R. Lloyd Member Retention Lista B. Hightower Professional Development Kendall Helfenbein Programs Jim Howe Sponsorship
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Social |
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Chapter Administrator Jackie Dunn |
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Other Directors National Liaison CFO Roundtable
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Directors at Large Terry L. Beneke John Cummings David W. Palmlund
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Tony J. Parella Shared Technologies |
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Mark E. Marceau |
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Replace photo |
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Foy Mitchell, Jr. Marvin F. Poer and Company |
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7th Annual Texas ACG Capital Connection n March 10, 2010 George R. Brown Convention Center n Houston, TX Don’t miss the premier M&A and Private Equity business conference in the Southwestern United States. With over 1200 attendees, this is the deal-flow and networking event of the year. This national conference brings over 100 of the nation’s leading private equity and mezzanine firms to Texas representing more than $100 billion of capital available for investment. As a Supporting Organization, FEI members get ACG member pricing, |
