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January 2019

Middle-Market M&A Update: Hot Topics and Trends Relevant to Bay Area Organizations

Tuesday, January 22 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

BDO USA, LLP and FEI Silicon Valley invite you and your colleagues to a complimentary program with two of BDO’s fully dedicated transaction advisory professionals, Nate Collins and Charles Irvin. This program will discuss the key financial related issues and trends shaping today’s middle-market deals.

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Selling a Business to Private Equity – Pitfalls to Avoid

Wednesday, January 23 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25 3 tickets left

Our next Transactions Affinity Group Meeting on Wednesday, January 23rd at Baker McKenzie. Topic is: Selling a Business to Private Equity – Pitfalls to Avoid

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February 2019

Rising Stars Meet-Up

Friday, February 8 @ 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 Meet-Up is on Tuesday, February 8th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday , February 8th 6:30pm – 8:30pm Lost & Found Beer Garden 20140 Telegraph, Oakland, 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 D-14, Los…

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Positive Interactions with Board of Directors and Audit Committee Members

Tuesday, February 12 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15

In our roles as financial professionals, we are likely to have contact with the Company’s Board of Directors, and directly with the Audit Committee. On occasion, we will have to communicate negative results or challenging issues. During these occasions, we want these interactions to be positive, as well as have these interactions lead us to strengthen our networks for future growth. In this session, we will learn the best practices from an experienced panel on how to enable positive interactions.…

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Market Risks and Opportunities . . . Ideas for Investor Actions

Tuesday, February 12 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Today’s economic environment is more complex than ever, a complicated intersection of economics, politics, and events at the local, national, and global levels. It is a lot to keep current on and to process, what can private investors do to ensure that their investment portfolios will be able to meet the intended objectives? Erik Davidson, CFA, Executive Vice President and Chief Investment Officer of Wells Fargo Private Bank, is passionate about bringing clarity to complicated economic and market topics and…

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Job Search & Career Planning Roundtable

Wednesday, February 13 @ 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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March 2019

Rising Stars Advisory Board – March

Tuesday, March 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 Tuesday, March 12th from 6:30pm to 8:30pm.                 Location, Date & Time: Tuesday, January 8th 6:30pm – 8:30pm Palo Alto University  5150 El Camino Ave, Room D-14, Los Altos, CA   Plan ahead!  Future Rising Stars Advisory Board events: All Rising Stars Advisory Board regular meetings will be held at Palo Alto University, 5150…

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The Silicon Valley Real Estate Cycle: Another Bubble or Just Another Day?

Tuesday, March 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Has the Silicon Valley “boom” peaked? What’s ahead? More smooth sailing or choppy waters? Assessor Larry Stone will discuss the current status and trends of Silicon Valley’s real estate markets from office, industrial and retail, to single-family and apartments. He will also comment on key economic indicators, including venture capital investment, IPO’s, patents, and immigration. A real estate investor and developer by profession, Stone has served as the elected Assessor for 24 years and has been re-elected by large majorities…

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April 2019

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

As an employer, if you want to pay less for health care, then you should be able to pay less for health care. However, most employers feel they have no control over the cost of health care, premiums paid to insurance carriers, or choices in plan designs. What are the four competing interests that keeps companies from managing their health care costs? How does an employer navigate all the moving parts that go into managing health care cost? How do…

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May 2019

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.

Find out more »
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