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September 2018

CFO Academy Circle Q3

Wednesday, September 5 @ 8:00 am - 10:00 am
CFO Academy Circle Circles
Who should attend: CFO Academy Graduates
Free

This event is exclusively for CFO Academy graduates. We have an “All Star” line up for our Q3 CFO Academy Circle event “Building Your Personal Brand”. It is more important than ever to intentionally define and build one’s professional brand in order to pave the way for your future success. We have received significant feedback from our CFO Academy Circle members that this is the #1 “Top-of-Mind” topic for them. Hitesh Shah, Business Development Director, BDO, is our master of…

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Global Trends in Software Dealmaking

Wednesday, September 5 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Come and hear David Chen, Morgan Stanley’s Global Head of Software M&A, discuss trends in US and Internationally in the software M&A market. Learning objectives: Understand about Global Software M&A and what is driving those trends. Learn from an experienced M&A professional about the key aspects of negotiating a successful transaction and what it takes! Speaker David Chen Managing Director & Global Head of Software Banking Morgan Stanley Dave is a senior member of Morgan Stanley's Technology Investment Banking Group…

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Blockchain: It’s a Technology, not Cryptocurrency

Tuesday, September 11 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Although blockchain gained its fame due to cryptocurrencies, in reality, it has...

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Job Search & Career Planning Roundtable

Wednesday, September 12 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

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Affinity Networking & Wine Tasting Event

Friday, September 14 @ 4:00 pm - 6:00 pm
Affinity
Who should attend: Anyone
$45.00

Affinity Networking and Wine Tasting Event

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The Finance Labor Market in the Digital Age

Tuesday, September 18 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

This presentation will answer important questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

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Rising Stars Advisory Board Event

Tuesday, September 18 @ 6:30 pm - 8:30 pm
CFO Academy Circle Circles Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, September 18th from 6:30pm to 8:30pm. Our first speaker will be Bob Strasser – "Path to Firm Partner (twice)" and what it took to get there.  Also, Rick Brounstein, the National FEI Relations Chair will discuss our Chapter’s relationship and activities with National FEI.   Date & Time: Tuesday, September 18th  6:30pm – 8:30pm Location: Palo Alto University Address: 5150 El Camino Ave, Room D-11, Los Altos, CA…

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The Strategic CFO

Thursday, September 20 @ 8:00 am - Friday, September 21 @ 6:00 pm
Special
Who should attend: Anyone

  The Strategic CFO A Leadership Journey in Managing Across the Enterprise 2-day Interactive Workshop September 20th 8:00 am - 6:00 pm Breakfast and lunch included Networking hors d' oeuvres September 21st 8:00 am - 6:00 pm Breakfast and lunch included Networking hors d'oeuvres Operating across the enterprise, division, or start-up requires a CFO with special skills recognized and trusted by both colleagues and board members – most of all, your CEO. The CFO who can make good business decisions…

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October 2018

Not-For-Profit Specialist

Thursday, October 4 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15.00 – $25.00

Networking with drinks and light fare, followed by discussion How Does Tax Reform Affect Not-For-Profit Organizations? The enactment of the Tax Cuts and Jobs Act brought fundamental changes to U.S. tax law, from lower tax rates to a greater exemption from federal estate and gift taxation.  Fortunately for us, Loscalzo institute's Allen Fetterman stays up-to-date on all of these developments.  He focuses on how the new tax law, by limiting itemized deductions to only the top five percent of tax…

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Cool Under Fire

Tuesday, October 16 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

Cool Under Fire We all need to step up when the situation calls us out. As financial professionals we're called on to do public speaking and answer questions on-the-fly. We must represent well in high stakes panels or media interviews. So, consider COOL UNDER FIRE, an advanced COMMUNICATIONS workshop to help professionals think on their feet. You’ll leave with more courage to ad-lib in the moment. You'll emerge with new techniques to handle what's thrown at you. Come practice WHAT…

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Expect the Unexpected

Tuesday, October 16 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

American Red Cross, CEO Ken Toren will be discussing Red Cross efforts in helping businesses with proactive preparedness, recovery, resiliency and continuity programs designed to keep them operating in some form during and following a disaster.

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November 2018

Building Engaging and Lasting Networks

Tuesday, November 13 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone

Building Engaging and Lasting Networks In this session, networking trainer Lisa Ann Pinkerton, President of Technica Communications and teacher of the monthly San Francisco Green Networking Powerhouse Series will share a time-tested, simple and systematic process for building engaging and lasting networks. She will include her top 3 secrets for adding at least 250 people a year to your network. Learning Objectives: Compelling introductions that leave listeners asking “how do you do that?” Tricks for jumping in and out of…

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