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January 2020

Current Accounting Update

Tuesday, January 21 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Current Accounting Update (Joe Talley presenter): Revenue Lease accounting Cloud computing costs FASB Simplification Initiatives SEC comment letter trends RPA and Analytics (Kaushik Raha presenter): What is Robotic Process Automation (RPA)? Demo of a digital accountant (software bot) Secrets to success for RPA implementations in accounting and finance Convergence – Bots, Analytics and Process Optimization   Speakers: Joe Talley, CPA Partner - Technical Accounting & Financial Reporting Practice Co-Leader   Joe is a Senior Partner and Practice Co-Leader at SOAProjects…

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January Financial Officers Forum (FOF) Affinity Group

Wednesday, January 22 @ 7:30 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $15

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 may be interested in what consulting CFOs are…

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January New Member Meetup

Thursday, January 23 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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Rising Stars – Escape Room Escapade with Lunch

Saturday, January 25 @ 10:30 am - 1:00 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Chapter Board Members Rising Stars
Free 3 tickets left

A new Rising Stars Activity, January 25th Escape Room Escapade with Lunch Please note, this is a first come first serve basis.  Limited to 12 people (8 Rising Stars and 4 FEI Members), we will keep a waiting list. Please come join us for an exciting day trying to figure your way out of a staged “escape room”. An “escape room” is a fun activity that puts 3-6 people into a large room or rooms and sets up a series…

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February 2020

Harnessing Change for Leaders: Fixed Mindset vs Growth Mindset!

Tuesday, February 11 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

Successful people aren’t just born that way. Even those with natural talent have to work at success. But why do some talented people go nowhere, while others with average abilities have tremendous success? In this presentation, Kristi outlines the concepts of grit and resilience, the difference between a fixed mindset and a growth mindset, and how you can put these ideas to work with specific steps. When you shift your viewpoint you can make change a catalyst for growth and…

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2020 Economic Outlook

Tuesday, February 11 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130

Christopher J Wolfe, Chief Investment Officer of First Republic Private Wealth Management, will discuss the landscape of the market and his predictions for 2020.   Speakers: Christopher J. Wolfe is the Chief Investment Officer for First Republic Private Wealth Management. In his role, he is responsible for leading First Republic Investment Management’s research and investment platform, as well as the investment strategy and outlook for First Republic’s integrated investment, trust and brokerage groups. Mr. Wolfe is an influencer and subject…

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Develop Your Presentation Mastery

Tuesday, February 25 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Back by popular demand.... Silicon Valley Finance professionals are great with numbers but are seldom considered masterful presenters. In your presentations, do you WOW your audience (Boards, investors, executive staff, your staff, etc.) or are you simply satisfied with delivering information? Are you looking for tangible ways to build your executive presence skillset? Come to a highly interactive workshop led by Ron Yu, an executive coach and Platinum Partner with FEISV. You cannot “think” your way to becoming a dynamic…

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March 2020

The Crazy Life of a CFO in the Cannabis Industry

Tuesday, March 17 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130.00

What Makes It Crazy!  Cash Collections  Banking  Canada  Going Public  Public Markets  Taxes  M&A Unregulated Market  Geographic Expansion Learn how to Limit the Crazy... Learning objectives: Understand the unique challenges a CFO can face in the cannabis industry See the power of networks and connections to overcome the obstacles Follow the flow of products from growing to dispensaries Learn about the potential health benefits/issues and dosage forms Grasp the regulatory issues- banking, taxes, capital, dispensaries, illegal markets Determine if you…

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April 2020

Self-Driving Technology + Robotics + Artificial Intelligence in Regulation A Public Company

Tuesday, April 21 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130.00

William Santana Li, Chairman and CEO, Knightscope, Inc.t, will discuss Self-Driving Technology + Robotics + Artificial Intelligence in  Regulation A Public Company.   Speakers: William Santana Li Chairman and CEO Knightscope, Inc. Bill is the Chairman and CEO of Knightscope and is a seasoned entrepreneur, intrapreneur and former corporate executive at Ford Motor Company.  He was the Founder and COO of GreenLeaf, which became the world's 2nd largest automotive recycler (now part of NASDAQ: LKQ) and holds a bachelor's degree…

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May 2020

If Not You, Who? How to Crack the Code of Employee Disengagement

Tuesday, May 12 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130.00

In your eye-opening time with Jill you’ll discover…   A new perspective on employee disengagement that just might surprise you. The No. 1 reason employees don’t engage. The leadership skills you need to drive culture change. A proven four-step process you can apply immediately to re-engage employees (including Millennials). Clarity on next steps and inspiration to achieve your goals. Why Does Engagement Matter?    Companies in the top tier of employee engagement have the highest levels of customer satisfaction, outperform…

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