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March 2019

Finance of the future: Digital forces disrupting finance organizations

Tuesday, March 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Agenda: Forces Impacting Finance Digital world Disruption the new norm Agile finance What is agile finance Role of agile finance in addressing disruption Role of Technology in agile finance Implications Benefits Transformation Enablers Digital process Opportunities for finance function Example technologies RPA Blockchain Speaker: Drew Delmonico Partner - Financial Accounting & Advisory Services Ernst & Young, LLP Drew Delmonico is a Partner in Ernst & Young LLP’s Financial Accounting Advisory Services (FAAS) practice with more than 18 years of public…

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Sharks vs Calgary Flames

Sunday, March 31 @ 3:45 pm - 8:30 pm
Special
Who should attend: Chapter Members
$63 – $80

Register now and join the fun!!! Sharks vs Calgary Flames, SAP Center FEISV will have a private entrance to the left of the Store Street Entrance. Tickets and wristbands (for dinner and two drinks (beer, wine, or soda)) will be distributed at check-in. Game and dinner for Members and family only. Arrive at 3:45pm for a meal, game starts at 5pm. Members and family/friends: Tickets are $73 Non-Members: Tickets are $80 Don't miss out.... register now SOLD OUT!!!!    …

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April 2019

Enterprise Risk Management for Non-Profits

Tuesday, April 9 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15 – $25

Networking with drinks and light fare, followed by discussion Enterprise Risk Management for Non-Profits A proactive and sustained approach to continuous improvement is essential for not-for-profit organizations to earn the support and trust of the communities they serve. The ability to reduce risks, strengthen internal controls, and optimize service efficiency and effectiveness is critical to success. Learning Objectives: Assessing risk with a meaningful, holistic approach; Leveraging performance measures to strengthen risk management and governance; Using a risk-based approach to improve…

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Rising Stars Advisory Board – April Meet-Up

Friday, April 12 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Friday, April 12th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday,  April 12th 6:30pm – 8:30pm Vino Enoteca 700 Welch Road, Palo Alto, CA   Plan ahead!  Future Rising Stars Advisory Board events: All Rising Stars Advisory Board regular meetings will be held at Palo Alto University, 5150 El Camino Ave, Room…

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What is a Professional Employer Organization (PEO) and is it Right for your Company?

Tuesday, April 16 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110.00

Learn whether a PEO is appropriate for your organization. Here are some of the questions we will answer: What is a PEO? What is the difference between a PEO and ASO (Administrative Services Organization) model? Potential advantages and disadvantages of a PEO and ASO Is payroll, medical & workers compensation insurance, and retirement plans more cost effective with a PEO/ASO model? How do PEO’s make money? What is a Certified PEO?   Speakers: Pete Ravani Vice-President & Senior Retirement Plan…

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Health Care: Can I really manage the cost?

Tuesday, April 16 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Warren Buffett famously called General Motors, “a health and benefits company with an auto company attached” and every CFO has heard how Starbucks spends more on healthcare than coffee beans. As a financial executive, if you don't actively manage healthcare costs you are fundamentally failing to control your second largest expense after payroll. Learn how to take control with deep understanding of: The competing interests that prevent companies for effectively managing health care costs How altering the relationship with your…

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Financial Officers Forum (FOF) Affinity Group

Wednesday, April 24 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20 13 tickets left

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. For more information, contact moderator Bob Farkas. Wednesday, April 24th…

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Are You Ready For A Board Seat: Discover Your Board Readiness Path and Become Your Company’s Expert to Leverage Women Board Members

Thursday, April 25 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15 – $25

Women in Finance Boards with a breadth of perspectives are increasingly recognized as being critical to effective corporate governance. With SB826 and Asset Management firm proxy guidelines requiring board diversity, now is the time to capture the momentum for you and your firm. CFO’s are uniquely positioned to influence board composition given the positive financial results of diversity on the board AND are sought after directors for audit committee roles. Clients with diverse boards report benefits to their business and…

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May 2019

May Rising Stars Advisory Board Meeting

Tuesday, May 7 @ 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, May 7th from 6:30pm to 8:30pm.                 Location, Date & Time: Tuesday, May 7th 6:30pm – 8:30pm Palo Alto University  5150 El Camino Ave, Room D-14, Los Altos, CA This event is exclusively for the Rising Stars and FEISV Board Members.

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Job Search & Career Planning Roundtable

Wednesday, May 8 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$25

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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East Bay Cocktail Networking Meet Up

Thursday, May 9 @ 5:30 pm - 7:30 pm
Affinity East Bay Affinity
Who should attend: Anyone
Free

This is our first East Bay event of the year and a great chance to meet fellow East Bay finance professionals. Non East By professionals are invited, too!

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M&A Landscape, How CFOs Navigate Through Corporate Transactions & Manage Relationships with the Board

Tuesday, May 14 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110

  More information coming soon   Speaker: Lyle Chastaine Director of Transaction Opinion Practice at Houlihan Lokey’s Financial Advisory Services business. Mr. Chastaine is responsible for M&A advisory, special committee representation, providing fairness and solvency opinions, and valuing public and private securities and closely held companies. His clients include Fortune 50 corporations, middle-market public and private companies, family-owned businesses, and start-up ventures, and are spread across a variety of industries. Before joining Houlihan Lokey, Mr. Chastaine was a Senior Associate…

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Silicon Valley: The Obstacles & Opportunities in 2019 and Beyond

Tuesday, May 14 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Carl Guardino CEO SV Leadership Group More details to come     SPECIAL WINE TASTING HOSTED BY:     Event Information 5:30 Hosted cocktail hour 6:30 Dinner and Speaker

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2019 CFO Academy – The Pragmatic & Strategic CFO

Wednesday, May 15 @ 8:30 am - 6:00 pm
CFO Academy Circle Circles
Who should attend: Chapter Members Non-Members Qualified Guests

With the new challenges facing CFO’s every day, we are witnessing incredible disruption and change in the careers of successful finance and business professionals. CFO’s are now responsible for operating requirements in addition to overseeing the finance, audit, and IT functions. Today’s CFO is looking at emerging global risks, digital transformations, strategic acquisitions, and the battleground for profitable growth to effectively guide the CEO and leadership teams. CFO's are on a journey to evolve from the programmatic issues of finance…

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Private Equity Market Update

Thursday, May 16 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on May 16th at Quadrus Conference Center. Hosted By         Event Information Thursday, May 16th 5:00 PM - 7:00 PM Quadrus Conference Center 2400 Sand Hill Road Menlo Park CA 94025 Networking with drinks and light fare, followed by discussion. Please arrive early for registration!  

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June 2019

Robert Half & FEISV’s 20th Annual Golf ScholarshipTournament

Monday, June 3 @ 10:00 am - 8:30 pm
Golf
Who should attend: Chapter Members Non-Members
$175.00 – $275.00

      Please support a great cause, and enjoy great networking opportunities all at the same time? Sign up now to play in FEISV's 20th Annual Scholarship Golf Tournament! Not only will your participation benefit our scholarship fund, it will also enable you to spend time with and develop deeper relations with your clients or prospects, and build relationships with FEISV members. There will be other amazing prizes thanks to several generous donations. The entry fee for Silicon Valley…

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Annual Committee Rally

Tuesday, June 11 @ 5:30 pm - 8:30 pm
Committee Rally
Who should attend: Chapter Members Chapter Partners
Free

Join us for a fun and energetic evening of Networking and showing you how you can get more value from your membership with FEI by finding a Committee that is perfect for your busy life! Who should attend: All New Members Members interested in getting more value for their membership Members interested in learning more about committees Partner's interested in learning more about committees Join us for cocktails and heavy hors d’oeuvrs while we give you more information on becoming…

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July 2019

BBQ Dinner July 25th

Thursday, July 25 @ 5:30 pm - 8:30 pm
Dinner
Who should attend: Chapter Members Chapter Partners
Free – $110

FEI Silicon Valley and Silicon Valley Bank's Annual Summer BBQ

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