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December 2021

President’s Annual Holiday Party

Wednesday, December 8 @ 6:00 pm - 8:30 pm
President’s Annual Party
Free

This year we are combining the President’s Party with the Holiday Party. This event is only for Members and Partners of FEISV. Our organization is successful due to our gracious partners and the volunteer efforts from them and our members!  Your dedication and commitment is appreciated and needed as we grow our chapter to be one of the best in the country! We look forward to seeing you there and thank you for a great year! Please join us for…

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Whiskey Tasting

Thursday, December 16 @ 6:00 pm - 7:00 pm
Wine Tasting
$25

Whisky Discovery Journey Learn what whisky is, what are the different styles, and different techniques to taste it. Then taste the distinct differences for yourself. If that is not enough to overwhelm you, then we throw in a cheese and chocolate pairing. While we will suggest what we think pairs best, we encourage our guests to gather their own empirical data. This world tasting will include 4 distinctly different malts from Scotland, America and Japan. It will also include a…

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January 2022

FEISV & FEIAZ, Financial Officers Forum

January 7, 2022 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
Who should attend: Anyone
Free

FEI Silicon Valley and FEI Arizona presents FOF. FOF focuses on issues faced by senior finance professionals (e.g. CFOs, Controllers, VP Finance) who currently provide consulting services to companies. Attendees develop topics for discussion primarily reflecting current client situations and share best practices, personal experiences and their connections, all entirely on a confidential basis – similar to a Vistage format. This Affinity Group should be of interest to all CFOs, Controllers and their advisers, regardless of industry sector. Also you…

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Thinking Beyond Cubicles: Meet the New Workplace

January 13, 2022 @ 12:00 pm - 5:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As organizations look to the future, many will institute hybrid or fully remote working arrangements. A thoughtful and strategic approach is needed as this requires not just a change in the way people work, but a change in the way businesses operate. Not only does it entail physical office space, but also the strategic plan to recruit, develop, manage and retain talent across the organization. Learning objectives : Developing a hybrid/remote work model Optimizing recruitment, performance, collaboration, innovation and communication…

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First In-person Keynote Event!!

January 18, 2022 @ 5:30 pm - 8:30 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Vaccinated and eager to get back OUR MONTHLY DINNERS? Speaker to be announced soon. On Tuesday, January 18th join your fellow FEISV Members and Partners  at Par 3 Golf Course in San Mateo. Drinks, delicious appetizers and networking! Registration closes Monday, January 17 at 3pm.

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Integrating intelligent automation in your close cycle

January 20, 2022 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

The financial close is an integral part of the financial cycle to produce insights and drive decision-making. The typical financial close, however, is rife with challenges due to multiple manual touchpoints, disparate technologies, limited data insights, and disconnected teams. With the emergence of digital technologies, finance leaders have the opportunity to address these shortcomings and future-ready their organizations. In this discussion, the Grant Thornton Transformation team will highlight the challenges of the financial close, the intelligent automation paradigm, and considerations…

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Virtual Sake Tasting

January 27, 2022 @ 6:00 pm - 7:30 pm
Affinity Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Join Monica Samuels, sake samurai and one of the country’s foremost experts on sake, for an interactive tasting of four premium sake from top producing regions throughout Japan. You’ll learn about how to taste properly, recognize main styles of sake, and how to pair with different foods. Participants will receive educational materials along with the 4 sake, and a 15% discount for ordering sake in the future.                          …

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February 2022

401(k) & Retirement Plan Fiduciary Responsibility — What CFOs Don’t Know Can Hurt Them

February 22, 2022 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

In an ever competitive and litigious business environment, the CFO is often put in the role of serving as a business’ retirement plan fiduciary. Please join Daniel Notto, Managing Director of J.P. Morgan Asset Management, to understand the role and responsibilities of the plan fiduciary, as well as recent developments related to plans and uncertainties. Topics to be covered include key areas the Department of Labor focuses on during an audit of a plan, as well as an update on…

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