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June 2021

Growing pains: Markets outlook for the months ahead

Thursday, June 24 @ 4:30 pm - 6:00 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As vaccine programs roll out, many economies are regaining momentum. But how vulnerable will the markets be to inflation? And after so much structural economic change, where will the challenges and opportunities lie? We will discuss our latest macroeconomic and asset-class forecasts, and explore their implications for portfolios. Learning objectives: Macro view: Where we are in the post-covid global economic recovery and what is the greatest risk to our growth case. Our expectation of both monetary and fiscal policy for…

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Robert Half, ACGSV & FEISV’s 22nd Annual Scholarship Golf Tournament

Monday, June 28 @ 10:30 am - 5:00 pm
Golf
Who should attend: Chapter Members Chapter Partners Non-Members
$110 – $250

      Escape from Zoom and Get Outside! Please support a great cause, golf the challenging and scenic Sliver Creek Valley CC course, and enjoy great networking opportunities all at the same time. That's right, in-person! This year we are adding Association for Corporate Growth, Silicon Valley (ACGSV) as a co-sponsor! *** New this year ***  $50,000 Hole In One Contest!!! Entry fees include socially-distanced golf, a shared cart, practice range, box lunch, beer, soft drinks and snacks on…

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July 2021

Wine and Chef Theo’s Virtual Master Cooking Class

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

Please join us for a  glass of wine and virtual Master Cooking Class. Menu: Pan Roasted Salmon Tomato Shallot Jam Herb Roasted Squash Strawberry Thyme Shortcake Whipped Cream Download Shopping list and full menu with instructions  Note: Registration closes June 18th at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you. Enjoy screenshots from a past cooking class with Theo:                          …

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Rethinking the Cash Collections Process Using a Data-Driven Approach

Thursday, July 8 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A team of graduate students from the Leavey School of Business at Santa Clara University will be discussing a practicum project they recently completed for a Unified Communications as a service (UCaaS) provider. The project applied data analytics to optimize the cash collections process and ultimately reduce company DSO. First, the team will outline the limitations of a manual and non-intelligent collections process. Next, they will demonstrate how to redefine the process using a prioritization mechanism that will help improve…

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August 2021

Data Analytics & Visualization – Secrets of Presenting your Financial / Other Data to Wow your Audience

Tuesday, August 17 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Dr. Carrie Beam will provide a broad overview of the field of analytics as it applies to the general business world. First, she will outline the analytics maturity roadmap, and how to benchmark different companies’ analytics maturity levels. Next, this talk will provide a basic overview of descriptive, predictive, and prescriptive analytics, and how to determine which technique is best suited for each situation. Case studies on market segmentation, direct marketing, forecasting under uncertainty, and valuation will be provided. Participants…

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September 2021

FEISV & FEIAZ, Financial Officers Forum

Friday, September 3 @ 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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