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May 2021

Wine Tasting with the Family Coppola

May 20, 2021 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
Free – $25

Are you a fan of Alexander Valley or Russian River Valley reserve wines? Are you a fan of The Godfather trilogy or Apocalypse Now or American Graffiti? Not a fan of movies or wine but just love a great deal, then this is an FEISV event not to be missed! You will enjoy a personalized tasting from a real production studio specifically built to enhance Coppola’s virtual wine tasting experience during COVID. The Family Coppola experience is best described by…

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YOUR SECRET SAUCE IS SPILLING! How Start-ups to Blue-Chippers Unlock Their Unknown Value

May 25, 2021 @ 4:00 pm - 5:30 pm
Affinity CFO Fireside Chat
Who should attend: Chapter Members Chapter Partners
Free

Creating value from innovation requires first identifying the innovation that creates the value. No company does the exact same thing as its competitor the exact same way. If it did, there would be no reason for it to exist. But, how many companies can actually put their finger on what that difference is? And, even if they could, how many companies know how it’s being protected, or should be? In this session, Dan Shulman, Shareholder at Vedder Price P.C. in…

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June 2021

M&A Deal Market Update – SPACs and Beyond…

June 1, 2021 @ 4:00 pm - 5:30 pm
Affinity Transactions
Who should attend: Chapter Members Chapter Partners
Free

Q1 2021 has been record-setting for Dealmaking, with global activity at levels not seen since early 1980s! SPACs are only part of the story. Come and hear from the experts what’s fueling this M&A frenzy” Learning Objectives: M&A Market Update – trends and stats plus what’s ahead for rest of 2021 / ‘22 SPACs, Direct Listings, IPOs, Private Company M&A Private Equity deal negotiations and valuation approach, and how it differs from strategic (corporate) acquirers Learn what makes a company…

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First In-person Networking Event!!

June 9, 2021 @ 5:00 pm - 8:00 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 – our first in-person networking event this year! On June 9th join your fellow FEISV Members and Partners outdoors on a private patio at Par 3 Golf Course in San Mateo. Drinks, delicious appetizers and networking! Limited to the first 30 who sign up. Since this is on the patio at Poplar Creek Golf Course it can get cool and windy…

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Making Strategic Transformations in Your Company

June 15, 2021 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Join us for a conversation with Suzy Taherian and Jan Berthold, authors of this practical guide for CFO's seeking to make significant change in their organization. Important takeaways: How can CFO's make a strategic transformation in their company? What is critical in the first 90 days, and why that is so important? How to support the CEO and Board more effectively Speakers: Suzy Taherian CFO, Wrightspeed Adjunct Professor, UC Davis Graduate School of Management Contributor, Forbes.com Suzy Taherian has over…

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Wine Tasting with MIRA Winery

June 17, 2021 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
Free – $25

We invite you to join us for an exclusive tasting of Mira Wines. Enjoy a tasting of our single-vineyard, single-varietal wines and learn firsthand about our pure winemaking approach. Explore the unique features of our bespoke winery and gain an in-depth understanding of why our one-of-a-kind vineyard is the starting point for Mira’s never-ending pursuit of miracles. You will receive a bottle of: 2016 Cabernet Sauvignon Yountville 2014 Pinot Noir Hyde & Sons 2019 Rosé of Pinot Noir Napa Valley…

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Growing pains: Markets outlook for the months ahead

June 24, 2021 @ 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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July 2021

Rethinking the Cash Collections Process Using a Data-Driven Approach

July 8, 2021 @ 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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In-person Networking Event!!

July 20, 2021 @ 5:00 pm - 8:00 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 – in-person networking event this year! On Tuesday, July 20th join your fellow FEISV Members and Partners outdoors on a private patio at Marriott's in Santa Clara. Drinks, delicious appetizers and networking! Limited to the first 30 who sign up. Registration closes Monday, July 19th at 6pm.

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Wine Tasting with Robert Mondavi Winery

July 29, 2021 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Please join us for a virtual tasting of four wines (Fume Blanc, Maestro (Bordeaux Blend) Cabernet Sauvignon, and Moscato D’Oro) from Robert Mondavi's Napa Valley Tier Collection. For more than 50 years, the Robert Mondavi Winery has been a shining symbol of the Napa Valley. Founded in 1966, it was the first major winery built in Napa Valley in the three decades since the repeal of Prohibition (1933) and went on to establish the foundation for the modern-day California wine…

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August 2021

In-person Networking Poolside BBQ

August 10, 2021 @ 5:00 pm - 8:00 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 – 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.

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

August 17, 2021 @ 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

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

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

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

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

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”

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

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

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

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

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

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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