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August 2021
In-person Networking Poolside BBQ
Vaccinated and eager to get back to socializing? Tired of Zoom all day? FEI Silicon Valley has the answer – in-person poolside BBQ and networking! On Tuesday, August 10th join your fellow FEISV Members and Partners poolside BBQ at Fremont Hills Country Club. Drinks, delicious appetizers and networking! Registration closes Monday, August 9th at 6pm.
Find out more »Data Analytics & Visualization – Secrets of Presenting your Financial / Other Data to Wow your Audience
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…
Find out more »September 2021
FEISV & FEIAZ, Financial Officers Forum
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…
Find out more »Pre-Liquidity Tax Planning for Founders & Executives
When it comes to preparing for a significant business liquidity event, the key is to plan early and often. How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? This presentation offers insights and strategies to help founders and executives successfully navigate the transition from entrepreneur to investor while balancing their succession and wealth transfer planning. Speaker: Justin T. Miller J.D., LL.M., TEP, AEP, CFP Partner & National Director…
Find out more »TOPGOLF In-Person Fun and Networking
No golf experience required FUN FOR ALL SKILL LEVELS Players hit micro-chipped golf balls that track each shot’s accuracy and distance while awarding points for hitting targets on the outfield. Whether you’re an aspiring golf pro or picking up a club for the first time, Topgolf is everyone’s game. It’s fun. Serving: Unlimited Ice Water - Fountain Soda - Iced Tea Three Tickets for Beer or Wine for each person Orecchiette + Bolognese sauce, Panzanella salad, Boursin Chicken and…
Find out more »October 2021
Oktoberfest – In-person networking at Steins
VACCINATED AND EAGER TO GET BACK TO SOCIALIZING? TIRED OF ZOOM ALL DAY? FEI Silicon Valley has the answer – in-person OKTOBERFEST! On Tuesday, October 19th join your fellow FEISV Members and Partners for drinks, delicious food and networking! Registration closes Tuesday, October 12th at 2pm.
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