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December 2022
Maximizing Your Retirement Plan Goals and Mitigating Your Fiduciary Risk
In this program you will get an overview of ERISA fiduciary responsibilities pertaining to qualified retirement plans. We will review how plan sponsors can establish prudent fiduciary processes and maximize retirement outcomes for plan participants. You’ll learn current retirement plan Best Practices and understand and benchmark plan fees. We will cover the different types of fiduciaries and industry trends and offerings. Describe ERISA fiduciary responsibilities and risk factors Understanding fees and expenses and determine reasonableness Discuss Best Practices and considerations…
Find out more »President’s Annual Holiday Party
This year we are again combining the President’s Party with the Holiday Party. This event is only for Members and Partners of FEISV. Our organization is successful due to our gracious partners and the volunteer efforts from them and our members! Your dedication and commitment is appreciated and needed as we grow our chapter to be one of the best in the country! This party is to thank you! Our organization is also successful due to our members. You are…
Find out more »January 2023
Network, buffet lunch, Sharks Game
Register now and join the fun!!! San Jose Sharks vs New Jersey Devils at SAP Center. Arrive at 11:30am for buffet lunch and drinks. Game starts at 1pm. Please stay for a group photo on the ice with the big shark's mouth right after the game. We have reserved great club level seats! FEISV will have a private entrance to the left of the Store Street Entrance. Wristbands (for lunch and two drinks (beer, wine, or soda). During…
Find out more »Mark Hawkins, Former President & CFO, Salesforce will share his experience
Mark Hawkins, Former President & CFO of Salesforce will share his experiences. Speaker: Mark Hawkins has more than 35 years of experience with leading finance organizations at global software and technology companies including Salesforce, Autodesk, Logitech, Dell, and Hewlett-Packard. As President and Chief Financial Officer at Salesforce from 2014-2021, Hawkins was responsible for leading the company’s global finance organization and was a member of the company’s executive committee. In February of 2021, Hawkins was named President and CFO Emeritus at…
Find out more »February 2023
Regime change: The Global Economy is Transitioning . . .
The global economy is transitioning to new regimes affecting globalization, growth and liquidity. By the end of this presentation, you should be able to understand how globalization is changing, the implications of these changes for growth and pricing, and how firms in the middle market should adapt to tighter financial conditions and higher interest rates. Learning Objectives: Understand the current and future state of the global economy Identify areas at your firm where you need to focus your energies to…
Find out more »March 2023
Evan Goldberg, EVP Oracle NetSuite, Growth in the New Normal
Growth? It can come in many forms – product and geographic expansion, acquiring new customers, top-line growth. But it can also come in the form of increasing margins through better efficiency and higher productivity. Speaker: Evan Goldberg Executive Vice President, Oracle NetSuite Global Business Unit Goldberg is responsible for product strategy and development at Oracle NetSuite Global Business Unit. Prior to Oracle’s acquisition of NetSuite, Goldberg was CTO and Chairman of the NetSuite board. Before co-founding NetSuite in 1998,…
Find out more »April 2023
Secrets of Tax System Design
Tax policy refers to the design of tax systems. This presentation reviews principles that should be considered in tax reform and how you can apply them to help you and your clients best offer input to policymakers. Numerous tax reform terms, issues, needs, and proposals are covered along with tools and resources to help you and your clients. Learning objectives: Define tax policy and principles that guide tax system design. Recognize tools and resources to help understand and participate in…
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