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September 2018

Rising Stars Advisory Board Event

September 18, 2018 @ 6:30 pm - 8:30 pm
CFO Academy Circle Circles Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, September 18th from 6:30pm to 8:30pm. Our first speaker will be Bob Strasser – "Path to Firm Partner (twice)" and what it took to get there.  Also, Rick Brounstein, the National FEI Relations Chair will discuss our Chapter’s relationship and activities with National FEI.   Date & Time: Tuesday, September 18th  6:30pm – 8:30pm Location: Palo Alto University Address: 5150 El Camino Ave, Room D-11, Los Altos, CA…

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November 2018

Rising Stars Advisory Board

November 20, 2018 @ 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, November 20th from 6:30pm to 8:30pm. FEI has engaged Robert Half Executive Recruiters to assist our Rising Stars with careers and networking. Consequently, we are putting on an HR seminar to help our young people. The three key issues that our Rising Stars want help with is "personal branding, resume writing, and mock interview techniques". The following executives from Robert…

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January 2019

Rising Stars Advisory Board – January

January 8, 2019 @ 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, January 8th from 6:30pm to 8:30pm. FEI has engaged Basant Kedia, Senior Managing Director of First Republic Bank who will present "The Life of a Commercial Banker".   Basant Kedia is a Senior Managing Director with First Republic Bank. He leads the bank’s private banking practice in Silicon Valley; he is also manages the Tech banking efforts of the bank.…

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February 2019

Rising Stars Meet-Up

February 8, 2019 @ 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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March 2019

Lessons Learned in Life… what’s worked, what hasn’t

March 12, 2019 @ 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, March 12th from 6:30pm to 8:30pm. Lessons learned in life … what's worked, what hasn't Our speaker is: Pete Ravani, CFP, AIF CBIZ Retirement Plan Services Pete Ravani – Vice-President and Senior Retirement Plan Specialist for CBIZ Retirement Plan Services. Pete is in charge of business development for the state of California. Mr. Ravani is a Certified Financial Planner™ (CFP®)…

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April 2019

Rising Stars Advisory Board – April Meet-Up

April 12, 2019 @ 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 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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May 2019

Rising Stars – Accelerate Your Career Advancement

May 7, 2019 @ 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 8:00pm. Accelerate Your Career Advancement Now that you’re in the early stages of launching your career, how do you chart your path forward while maximizing your learning? Take time out of our busy schedule to attend FEI’s next Rising Stars event on Tuesday, May 7th at 6:30-8:00pm at Palo Alto University, 5150 El Camino Ave,…

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September 2019

Rising Stars – How to make $ Millions through Entrepreneurism

September 17, 2019 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Members 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, September 17th from 6:30pm to 8:30pm. How to make $ Millions through Entrepreneurism - Part 1 of 2   Our speaker is:   Kenneth J. Purfey Identification Solutions, Inc. CFO In May 2019, Mr. Purfey won the highly coveted FEI award of “CFO Of The Year” for his work and excellence in Entrepreneurism.  Mr. Purfey has a 40-yr background in…

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October 2019

Rising Stars Advisory Board – October Meet-Up

October 25, 2019 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Members: The next Rising Stars Advisory Board Meet-up is on Friday, October 25th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday,  October 25th 6:30pm – 8:30pm Mad Oak 135 12th Street Oakland, CA 94607 Registration closes at 3pm the day before the event. Plan ahead!  Future Rising Stars Advisory Board events: Rising Stars Tue, Nov 12, 19 6:30pm-8:30pm Rising Stars Tue, Jan 14, 20 6:30pm-8:30pm Rising Stars Meet-Up Tue, Feb…

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November 2019

Rising Stars – How to make $ Millions through Entrepreneurism – Part 2

November 12, 2019 @ 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, September 17th from 6:30pm to 8:30pm. How to make $ Millions through Entrepreneurism - Part 2 In this Part 2 of 2, Mr. Purfey will explain how to attract investors to invest $ millions, the economics of product development, arriving at the “best” sales price, cost of goods sold estimating, long range forecasting and modeling of economics (IRR, NPV, etc.),…

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January 2020

Rising Stars – January Meeting

January 14, 2020 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, January 14th from 6:30pm to 8:30pm. Financial Responsibility, Preparing For Your Future Jim will cover six points:  What are the main differences between a credit union and a bank?  What is a credit report?  What is a FICO Score?  Credit card responsibility  Retirement planning  Financial tips Jim Westbury VP, Financial Planning & Analysis Technology Credit Union Jim’s core strengths, mastered over two decades of experience, are in financial…

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Rising Stars – Escape Room Escapade with Lunch

January 25, 2020 @ 10:30 am - 1:00 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Chapter Board Members Rising Stars
Free

A new Rising Stars Activity, January 25th Escape Room Escapade with Lunch Please note, this is a first come first serve basis.  Limited to 12 people (8 Rising Stars and 4 FEI Members), we will keep a waiting list. Please come join us for an exciting day trying to figure your way out of a staged “escape room”. An “escape room” is a fun activity that puts 3-6 people into a large room or rooms and sets up a series…

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February 2020

Rising Stars Meet-Up

February 20, 2020 @ 7:30 pm - 9:30 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Members: The next Rising Stars Meet-up is on Thursday, February 20th at 7:30pm. Location, Date & Time: Mad Oak 135 12th Street Oakland, CA 94607 Registration closes at 3pm the day before the event.  

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March 2020

Rising Stars – M&A – Tales from the Trenches

March 10, 2020 @ 5:00 pm - 7:00 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, March 10th from 5:00pm to 7:00pm.  (NOTE NEW TIME) This even has been changed to a webinar. Once you register, we will send  you login details. Tales from the Trenches Come and hear M&A investment banking veteran, Jan Robertson, discuss her career in M&A. Focus will be on deal war stories and lessons learned. She will be happy to answer your questions about a career in the exciting…

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April 2020

Rising Stars Virtual Happy Hour

April 24, 2020 @ 5:00 pm - 5:30 pm
Circles Rising Stars
Who should attend: Chapter Members Chapter Partners Rising Stars
Free

Bring your own beverage and catch-up with your fellow FEI Rising Stars members!

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August 2020

Rising Stars Welcome Event

August 20, 2020 @ 6:00 pm - 7:00 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Rising Stars
Free

Rising Stars Welcome Zoom in, you won't want to miss this fun event! President of Rising Stars Advisory Board, Alex Kiani and 2019 CFO of the Year, Ken Purfey, will lead a Zoom introduction of the newest FEISV Rising Stars. Alex and Ken will explain what FEI and the Rising Stars Program are, and the benefits of being involved with this resourceful organization. Everyone in the group will have an opportunity to introduce themselves and share where they went to…

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September 2020

Rising Stars – The Art and Science of 409a Valuation

September 8, 2020 @ 6:30 pm - 8:00 pm
Rising Stars
Who should attend: Rising Stars Anyone
Free

The Art and Science of 409a Valuation Zoom in and hear the experts! Speakers: Petra Loer Valuation Partner Andersen Petra Loer is a member of the Valuation Services Group at Andersen in San Francisco. Her experience includes the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives. These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring.   Christy Peterson Valuation…

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October 2020

Rising Stars – Virtual Escape Experience 

October 13, 2020 @ 5:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

A new Rising Stars Activity, October 13th @ 5:30 PM Virtual Escape Experience Please note, this is a first come first serve basis.  Limited to 12 people (8 Rising Stars and 4 FEI Members), we will keep a waiting list. The most advanced remote team building escape game. Incorporating a virtual assistant, remote controllable props, live host over video conference, and puzzles in the real world & the digital world. Moonshot is the only massive remote team escape experience on…

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November 2020

Rising Stars – Important Trends in Tech M&A Dealmaking

November 10, 2020 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

There are some interesting changes going on especially with private equity increasingly being a factor in M&A deals, including all types of technology. Used to be PE firms preferred more traditional industries, but now many PE firms specialize in rolling up software, med tech, data analytics, etc. Laser focused by sector. Also the rise of “SPACs” or special-purpose acquisition companies to do a non-traditional public listing as a way to exit. DATE:  Tuesday, November 10th @ 6:30 PM PLACE:  Virtual…

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January 2021

Rising Stars – The Path to CFO

January 12, 2021 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Zoom in and learn from the accomplished experts. DATE:  Tuesday, January 12th @ 6:30 PM PLACE:  Virtual TOTAL COST:  FREE.  All these events are sponsored by FEI, for Rising Stars. All you have to do is come and participate. Speakers: Robert Worthington Partner, Practice Leader, Bay Area Hardesty An accomplished senior financial and operations executive with 25 years of progressive experience in establishing and leading global finance, sales operations, strategy, legal and HR teams at high-growth, hardware, manufacturing, and software…

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March 2021

Rising Stars – From Figure Skating to Finance: Day in the Life of a Portfolio Manager

March 9, 2021 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Zoom in and learn from the accomplished experts. DATE:  Tuesday, March 9th @ 6:30 PM PLACE:  Virtual TOTAL COST:  FREE. Registration closes at 2pm the day of the event This session will provide an overview of the asset management industry and the day-to-day workflow as a portfolio manager. I will compare and contrast between asset management and other career paths and share more about her personal experiences. Some topics covered will include: What is asset management and how does it…

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May 2021

Rising Stars – With Stuart McFaul

May 11, 2021 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Based on over 20 years of executive experience in Silicon Valley, Stuart will focus on the basic principles of building a personal brand. We’ll address - Building a career focused on what YOU want by focusing on your purpose. - The importance of empathetic connection. - The ten secret “powers” to bring your personal brand to life. At the end of the presentation, you should have a clear-cut to do list to understand the basics of personal branding, plus discover…

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June 2021

Rising Stars -The Path to Partner

June 8, 2021 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars Qualified Guests
Free

Come listen to three executives as they discuss their financial career progression, career changes, passion for overcoming obstacles, what it takes to succeed to the C-level suite and basically how they did it! What did they have to do to reach the Partner or Senior Executive level? This includes hardships they overcame, the relationships they had to build, and the trust and confidence they developed in themselves to be the best. DATE:  Tuesday, June 8th @ 6:30 PM PLACE:  Virtual…

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September 2021

Rising Stars Get-Together

September 4, 2021 @ 3:00 pm - 5:00 pm
Circles Rising Stars
Who should attend: Rising Stars
Free

Let’s kickoff this year with a social event at Fieldwork in San Mateo! We would also like to plan how we want to allocate our budget for future Rising Stars events. If you have any questions, please reach out to Amanda Le at 408-300-2019. Event Details: Saturday, September 4th 3:00pm - 5:00pm Fieldwork 3030 South Delaware Street San Mateo, CA 94403

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November 2021

Rising Stars: Project Finance Primer

November 18, 2021 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Hello, Rising Stars! We are delighted to kickoff our first Speaker Event with Blake Gandrup, Project Finance Manager at Concentric Power Inc. Prior to Concentric, Blake spent nearly 4 years as a principal analyst at Fitch Ratings Project Finance practice managing a multibillion-dollar portfolio, covering both energy and transportation sectors. He was previously the VP of the Rising Stars and is now serving on our Advisory Board. Recently, he completed his MBA at Santa Clara University in 2020 with the…

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January 2022

Rising Stars Board Meeting

Friday, January 28 @ 6:30 pm - 8:30 pm
Circles Rising Stars
Who should attend: Rising Stars
Free

Happy New Year Team! I want to start this year off strong and align on some Q1 goals. We will be reviewing plans for upcoming events, ironing out role responsibilities, discussing scholarships, and how Rising Stars can collaborate and interface more with FEI Members. Please join us! If you have any questions, please reach out to Amanda Le at 408-300-2019. Event Details: Friday, January 28, 2022 6:30 PM - 8:30 PM

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March 2022

Rising Stars: Important Trends in Tech M&A Dealmaking

Wednesday, March 2 @ 6:30 pm - 8:00 pm
Rising Stars
Free

2021 and 2020 were record years for Tech M&A, with several important trends emerging. While large strategic acquirers have fueled much of this activity, Private Equity has emerged as a major force in the tech M&A market. Used to be that Private Equity preferred more traditional industries, but recently PE has discovered tech M&A, with many specialized funds rolling up sectors such as software, med tech, cloud and data analytics. SPACs or special-purpose (publicly-listed) acquisition companies were a hot trend…

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