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September 2019

Catching the Digital Wave! Leveraging Emerging Technologies to Disrupt the Finance & Accounting Function

Tuesday, September 24 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Digitization is transforming businesses throughout the world. There are four key drivers behind these efforts: improving customer engagement; digitizing products and exploring new business models; improving decision making; and driving operational efficiencies. Organizations need to decide whether they are going to be the disruptor and try to take a lead as a transformer, or whether they are going to play a waiting game, monitor the competitive landscape, and react as necessary to defend market share. There are a multitude of…

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September Financial Officers Forum (FOF) Affinity Group

Wednesday, September 25 @ 8:00 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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October 2019

CFIUS: The Gatekeeper on M&A and Investment by Foreign Buyers

Wednesday, October 9 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, October 9th. Come and hear the experts discuss the following... CFIUS:  The Gatekeeper on M&A and Investment by Foreign Buyers The Committee on Foreign Investment in the United States (CFIUS) investigates mergers that could result in control of an American business by a foreign individual or company, judging whether deals could threaten national interests.   In 2017, 240 deals were reviewed by CFIUS (up from 172 in 2016) with 20 deals reportedly blocked…

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Enhancing Your Interpersonal Power and Organizational Influence

Tuesday, October 15 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130

Corporate politics can be a bit...challenging. The business world is some shark-infested waters. Swimming through the politics is a delicate dance between informality and professionalism. This is a struggle we face at all levels of the corporate ladder. Finding that perfect stroke is crucial for gaining influence with those who matter most. Be better prepared than your peers. Gain more influence in short interactions than others will garner throughout their entire career. Learn to enhance your interpersonal power. At this…

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New Member Meetup

Tuesday, October 22 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
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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November 2019

Rising Stars – How to make $ Millions through Entrepreneurism – Part 2

Tuesday, November 12 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, September 17th from 6:30pm to 8:30pm. How to make $ Millions through Entrepreneurism - Part 2 In this Part 2 of 2, Mr. Purfey will explain how to attract investors to invest $ millions, the economics of product development, arriving at the “best” sales price, cost of goods sold estimating, long range forecasting and modeling of economics (IRR, NPV, etc.),…

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Emotional Intelligence ~ It’s Not An Oxymoron

Tuesday, November 19 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

Emotional Intelligence (EI) is a powerful tool for every 21st Century business professional because it helps to transform hard to measure skills such as team dynamics, stress management, and decision making into tangible development plans.  At its core, Emotional Intelligence is not about feelings.  It is a paradigm through which people view and react to the world around them.  This presentation introduces the core elements of the EQ-I 2.0 Emotional Intelligence model and demonstrates how they can be leveraged to…

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Theranos – Untold Perspectives

Tuesday, November 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130

Aspects of the Theranos story have been covered extensively by the media. What happened in the last 2 years of the company's life is fascinating but lesser known.  A revamped Board and leadership team tried to turn the company around in the face of critical capital needs, mounting litigation and market pressures. Learning Objectives: Use venture debt to provide financing solution in highly cash constrained solution Find auditor and secure audited financial statements for 1st time in 10 years Manage…

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December 2019

Annual Holiday Jazz & Jingle Party!

Wednesday, December 4 @ 6:00 pm - 9:00 pm
Annual Holiday Party Special
Who should attend: Chapter Members
Free

Come and join your fellow FEISV chapter members (and their spouses/significant others) to celebrate the Holiday Season and another successful FEISV year. 

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February 2020

2020 Economic Outlook

February 11, 2020 @ 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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