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March 2021

FEISV & FEIAZ, Financial Officers Forum (FOF)

Friday, March 5 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF) Virtual Luncheons
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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Rising Stars – From Figure Skating to Finance: Day in the Life of a Portfolio Manager

Tuesday, March 9 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Zoom in and learn from the accomplished experts. DATE:  Tuesday, March 9th @ 6:30 PM PLACE:  Virtual TOTAL COST:  FREE. Registration closes at 2pm the day of the event This session will provide an overview of the asset management industry and the day-to-day workflow as a portfolio manager. I will compare and contrast between asset management and other career paths and share more about her personal experiences. Some topics covered will include: What is asset management and how does it…

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The Cyber Threat Landscape in 2021 & Breach Prevention Guidelines

Thursday, March 11 @ 12:00 pm - 1:30 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $25

    Elvis M. Chan Supervisory Special Agent Squad CY-1, National Security FBI San Francisco Elvis Chan is a Supervisory Special Agent (SSA) with the FBI's San Francisco field office, where he manages a squad responsible for investigating national security cyber matters. A decorated agent, he is recognized as a cyberterrorism expert within the intelligence community. SSA Chan was the lead agent on significant cyber investigations and has managed joint counterterrorism operations with domestic and foreign law enforcement agencies. Prior…

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Future Proofing Your Tech Stack

Tuesday, March 16 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Is your tech stack ready to grow with your business in an era of rapid and accelerated transformation? Hear from Steve Jones, Technology Consulting Principal at RSM and former CEO and co-founder of Explore Consulting, as he shares his story of starting an ERP Consulting firm running 100% in the cloud, growing it to a team of 50, and then successfully selling it. Steve has evangelized the benefits of the cloud for more than 20 years, helping hundreds of organizations…

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The Climate Challenge: A Panel Discussion

Thursday, March 25 @ 4:30 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Climate change is the existential threat of our time. It affects not only our personal lives, but businesses as well. The Federal Reserve has identified climate change as an important factor in determining long term interest rates. Many large investment funds, including the University of California endowment fund, have divested their fossil fuel investments of more than $13 trillion to date. BlackRock Investments’ Larry Fink has stated that “climate change has become a defining factor in companies’ long term prospects”.…

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The New Labor Model for Finance: How Leading CFOs Are Sourcing Talent in the Digital Age

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

Future accounting and finance functions will be significantly different from the past, as will the staffing needs and demands they face. In response, the labor model will include multiple sources for skills and experience. How will these trends and factors such as robotics, automation and the human cloud impact management’s ability to create and maintain a competitive, agile workforce? How will they impact business models and labor pools? How might they impact your company? This presentation will cover these questions…

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April 2021

Wine Tasting with DeLille Cellars

Thursday, April 1 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

You will enjoy a personalized tasting in a virtual setting lead by Jay Soloff, co-founder of DeLille Cellars, who will take you on a journey of DeLille’s founding, the information and expansion of Washington State Wine Country, the select vineyards that DeLille sources from including its own Estate Vineyard Grand Ciel and of course the wines themselves. We will be tasting DeLille’s Rhone inspired bundle of 3 reds including the 2015 Maison Red Blend, 2018 Doyenne Syrah Blend and 2018…

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Women-in-Finance: Leading in a Diverse and Inclusive World

Thursday, April 8 @ 4:00 pm
Affinity Women in Finance
Who should attend: Chapter Members Chapter Partners

Joint Event -- Sponsored by the Women in Finance Groups of FEI SF Bay Area and FEI Silicon Valley                   Jim Rottman, Co-Founder and Practice Leader of AccelPeople, and Nancy Erba, CFO of Infinera, will discuss Leading in a Diverse and Inclusive World. As a Diversity & Inclusion expert, Jim will lead our discussion -- including what it means to be an inclusive leader, how to be an inclusive role model to…

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Contract modifications in the COVID-19 environment

Thursday, April 15 @ 4:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Contract Modifications in the COVID-19 Environment This session provides important reminders related to contract modifications and financial reporting considerations in the current environment. Objectives: Describe potential contract modifications for debt instruments, share-based payments, contracts with customers, and leases Recognize accounting-related issues for certain contract modification transactions Speakers: Amanda McCarty Audit Partner & Office Managing Partner, Silicon Valley Grant Thornton LLP Amanda is Grant Thornton’s Silicon Valley Office Managing Partner. She leads a team of audit, tax and advisory experts working…

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How to Achieve SPAC Success?

Tuesday, April 20 @ 4:00 pm - 5:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Special Purpose Acquisition Companies, or SPACs, have seen a resurgence in popularity since becoming all but extinct after the 2007-2008 financial crisis. These publicly-traded companies are formed with the sole purpose of raising capital to acquire one or more unspecified businesses. The management team that forms the SPAC (the “sponsor”) forms the entity and funds the offering expenses in exchange for founder’s shares. Although the COVID-19 pandemic has caused significant economic hardship for most, SPAC deals have accelerated at record-breaking…

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CFO Fireside Chat with Roxie Wen

Thursday, April 22 @ 12:00 pm - 1:30 pm
Affinity CFO Fireside Chat
Who should attend: Chapter Members Chapter Partners
Free

Roxi Wen will discusses her experiences as a CFO. Speaker: Roxi Wen CFO Mozilla As Mozilla’s Chief Financial Officer, Roxi leads Mozilla’s Business Development, Data Science & Analytics, Finance, Information Technology, Workplace Resources, and Environmental Sustainability teams. She is responsible for delivering on all aspects of the organization’s business operations and financial goals. Roxi drives the implementation of Mozilla’s strategic roadmap enabling the business to scale and to identify and capture revenue growth and new investment opportunities. She is responsible…

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