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September 2021

FEISV & FEIAZ, Financial Officers Forum

Friday, September 3, 2021 @ 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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Pre-Liquidity Tax Planning for Founders & Executives

Tuesday, September 14, 2021 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

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…

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In-Person Fun and Networking at Topgolf

Tuesday, September 21, 2021 @ 5:00 pm - 7:00 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners
Free

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…

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Member Mixer with Rombauer Vineyards

Wednesday, September 29, 2021 @ 4:00 pm - 5:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

The first member mixer in April that was kicked-off with wine tasting was a huge success. If the formula works…then let’s do it again! Did you know that Koerner Rombauer’s great aunt Irma Rombauer wrote Joy of Cooking? Join us to learn many other fun and informative facts about Rombauer Vineyards. Rombauer Vineyards is a family-owned company that has been recognized for creating wines which offer superior character, style, and value. Rombauer Vineyards is a Napa Valley based, family-owned winery…

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October 2021

Oktoberfest – In-person networking at Steins

Tuesday, October 19, 2021 @ 5:00 pm - 7:00 pm
Affinity Networking
Free

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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Fireside Chat on “Preparing to be a Public Company”

Tuesday, October 26, 2021 @ 12:00 pm - 1:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars
Free

Preparing to be a public company Public company readiness checklist Building a scalable infrastructure Transitioning to a public company compensation structure Constructing a public board Speaker: A. Brooke Seawell Venture Partner New Enterprise Associates Brooke joined New Enterprise Associates in 2005 as a Venture Partner, focusing on software, systems and internet investments. He brings 30-plus years' experience in technology finance and operations. Brooke serves on the board of directors of NVIDIA (NASDAQ: NVDA), Tenable (NASDAQ: TENB), Eargo (NASDAQ: EAR), GoodLeap,…

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November 2021

Chandon Virtual Tasting – California in a Glass

Thursday, November 4, 2021 @ 5:00 pm - 6:00 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$25

Taste a collection of sparkling wines that reflect the essence of who we are. French born and California raised. Showcasing some of our favorite cuvees. TASTING: Reserve Brut, Reserve Pinot Noir Rosé and Etoile Brut. Please register by 10/18, no later than 10/21.  

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FEISV & FEIAZ, Financial Officers Forum

Friday, November 5, 2021 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
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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Elephant in the Valley and Beyond

Thursday, November 11, 2021 @ 4:00 pm - 5:30 pm
Affinity Women in Finance
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Challenges Faced by Women in the Workplace Co-author Michele Madansky, will share the results of their interviews with 200+ executive level women in Silicon Valley. The inspiration for this survey came out of the incredible conversation from the Ellen Pao & KPCB trial. For further background: www.elephantinthevalley.com. Dr. Madansky shared her research from the most cited publication on gender bias in Silicon Valley, The Elephant In the Valley on Nov 8, 2016 (a more memorable night for other reasons).   She…

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In-person Mixology Class & 4-Course Dinner with Paired Tequila Tasting

Tuesday, November 16, 2021 @ 5:30 pm - 8:30 pm
Networking
Who should attend: Chapter Members Chapter Partners
Free

Now that we are all vaccinated and eager to get back to socializing, please join us and learn how to master the margarita. The night begins with an educational cocktail class, then settle in for a 4-course dinner with paired tequila tastings. Menu will include: CEVICHE TRIO served on baked tortilla chip FIRST COURSE | Chile Relleno with Manchego Cheese California pepper stuffed with Manchego cheese covered with egg and pan fried in tomato broth. Served with red Mexican rice,…

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December 2021

Whiskey Tasting

Thursday, December 16, 2021 @ 6:00 pm - 7:00 pm
Wine Tasting
$25

Whisky Discovery Journey Learn what whisky is, what are the different styles, and different techniques to taste it. Then taste the distinct differences for yourself. If that is not enough to overwhelm you, then we throw in a cheese and chocolate pairing. While we will suggest what we think pairs best, we encourage our guests to gather their own empirical data. This world tasting will include 4 distinctly different malts from Scotland, America and Japan. It will also include a…

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January 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, January 7 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
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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Virtual Sake Tasting

Thursday, January 27 @ 6:00 pm - 7:30 pm
Affinity Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Join Monica Samuels, sake samurai and one of the country’s foremost experts on sake, for an interactive tasting of four premium sake from top producing regions throughout Japan. You’ll learn about how to taste properly, recognize main styles of sake, and how to pair with different foods. Participants will receive educational materials along with the 4 sake, and a 15% discount for ordering sake in the future.                          …

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March 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, March 4 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
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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In-person Dinner with Economist

Tuesday, March 15 @ 5:30 pm - 8:30 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Vaccinated and eager to get back to socializing? Tired of Zoom all day? FEI Silicon Valley has the answer – Back to the Future Economic Update from J.P. Morgan Senior Economist, Jim Glassman Drinks and networking on the rooftop! Dinner with the speaker in the ballroom. Weather permitting, dress accordingly! We'll go inside to sit down for dinner with social distancing. Hosted by:             Registration closes Monday, March 14th at 6pm        …

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Virtual Wine Tasting with Markham Vineyards

Thursday, March 24 @ 5:00 pm
Wine Tasting
$35

Markham is one of Napa Valley’s longest-continually-run wineries that honors the heritage of this remarkable wine growing region with every grape grown, every wine bottled, and every sip savored. Merlot is the flagship wine at Markham but do not overlook other favorites including their Rose of Pinot Noir and their Cabernet Sauvignon. The Story of Markham From our historic stone cellar to a cannon in our vineyard to benchmark Merlot, our story is built on chasing dreams, taking risks and…

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April 2022

Virtual Wine Tasting with Jordan Vineyard and Winery

Thursday, April 28 @ 5:00 pm
Wine Tasting
$25

Jordan Vineyard & Winery was inspired by the great wine estates of France and created as an homage to the timeless connection between food, wine, and hospitality. Founders Tom and Sally Jordan were maverick pioneers with a unique vision. They wanted to be the first to create a Bordeaux-style California cabernet sauvignon that was approachable while young yet would age gracefully. The couple set a standard for American wine quality and wine country hospitality—a top standard that is still held…

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May 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, May 6 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
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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Virtual Wine Tasting with SIMI Winery

Thursday, May 26 @ 5:00 pm - 6:30 pm
Wine Tasting
$35

Hard work and persistence have been a way of life for SIMI since 1876. SIMI’s mindset and success is attributed to Isabelle Simi, who steered the winery with defiant determination for over 70 years. Isabelle took over the management of the Winery in 1904 at the age of 18 after both her father and uncle died suddenly that same year. Join us to learn how Isabelle’s business savvy through Prohibition helped saved the winery that eventually led to their celebration…

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June 2022

Wine Tasting with The Family Coppola – Part II

Thursday, June 23 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

If you joined us for the first event with the Family Coppola, you may recall that we tasted some of Francis Ford’s favorite wines including the Archimedes that pays homage to Francis’s Uncle. In Part II, the virtual tasting includes three different wines including two from the Francis Coppola Reserve collection; 2019 Viognier and 2017 Petite Sirah. The third wine, 2017 Eleanor, is one which Francis honors his wife after fifty years of marriage. Join us for what is sure…

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July 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, July 1 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
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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Chandon Virtual Tasting – California in a Glass

Thursday, July 14 @ 5:30 pm - 7:00 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Taste a collection of sparkling wines that reflect the essence of who we are. French born and California raised. Showcasing some of our favorite cuvees. TASTING: Reserve Brut, Reserve Pinot Noir Rosé and Etoile Brut. Please register no later than Tuesday, June 28th.  

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Social Networking with Bocce

Tuesday, July 19 @ 5:30 pm - 8:00 pm
Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $125.00

Social networking, Awards/Thanks to our Officers, and Bocce Award while we recognize and thank our committee members and officers. An opportunity to meet in-person and catch up with your fellow members and partners. Wait, there's more!  Each member will receive a gift - but you must be there to receive it!! Bocce, also known as Italian lawn bowling, is one of the most widely played games in the world and is one of the oldest lawn or yard games. Once…

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August 2022

Virtual Wine Tasting with Beaulieu Vineyards

Thursday, August 18 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

We invite you to join us and the world acclaimed Beaulieu Vineyard for an evening of delicious wines and lively discussion on the colorful 100+ year history of Napa Valley’s original cult wine For more than 119 years, Beaulieu Vineyard has set the standard for crafting California wines that stand among the world’s finest. Beaulieu's rich history and storied vineyards offer the visitor a unique opportunity to experience the finest of Napa Valley. The winemaking legacy at Beaulieu Vineyard remains…

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East Bay Pod Social

Tuesday, August 23 @ 5:30 pm - 8:00 pm
Affinity East Bay Affinity
Who should attend: Chapter Members Chapter Partners

Join us for happy hour (including drinks and a selection of appetizers) in the outdoor patio at Metro Lafayette.           Event Details: FEI San Francisco Chapter has invited us to join them.  Please use the code SFRPSV to register here Chapter Members only Free In-Person Tuesday, August 23, 5:30pm to 8pm PT Metro Lafayette 3524 Mt. Diablo Blvd., Lafayette By registering to attend, you are confirming you have been vaccinated, boosted and you are not displaying…

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September 2022

FEISV & FEIAZ, Financial Officers Forum (FOF)

Friday, September 2 @ 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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M&A Term Sheets 101 in a Time of Disruption

Wednesday, September 28 @ 4:30 pm - 6:30 pm
Affinity Transactions
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $20

Please join us for a fun evening of networking, hors d’oeuvres and a discussion on M&A with FEI members and guests! Navigating through a potential acquisition can pose many challenges including time, costs and diversion of resources. During our first live 2022 TAG event, we will discuss how to successfully protect your company in a M&A letter of intent including: The latest M&A trends from the unprecedented deal volumes in late 2021 to date The pros and cons for M&A…

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October 2022

Oktoberfest – In-person networking at Steins

Tuesday, October 11 @ 5:30 pm - 8:00 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Please join your fellow FEISV Members and Partners for drinks, delicious food and networking on the patio at Stein's Beer Garden and Restaurant in Mountain View. It's going to be a lot of fun! Tuesday, October 11, 2022 5:30 PM - 8:00 PM Members/Partners: Free Qualified Guests: Free if you are a Financial Executive and would like to learn more about FEISV. This event will be outside, when you registered to attend, you have confirmed you have been vaccinated, boosted…

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November 2022

Balcones Whiskey – 4-course Dinner with Balcones Pairings

Wednesday, November 2 @ 5:30 pm - 8:30 pm
Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $50

Please join us for a fun event with an Appetizer,  2-Course Dinner and Dessert with Whiskey Parings Below are photos from our last Bay Club similar event. Event Details: Wednesday, November 2nd 5:30pm - 8:30pm Bay Club Redwood Shores 200 Redwood Shores Parkway Redwood City, CA 94065 Free Registration closes at 5pm the day before the event.   Appetizer: Ahi Tuna Poke, Fried Wonton, Pickled Radish, Roasted Sweet Corn Salsa, Poblano and Lime Aioli, Micro Mint ==> Paired with the…

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December 2022

FEISV & FEIAZ, Financial Officers Forum (FOF)

Friday, December 2 @ 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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