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October 2018

How Does Tax Reform Affect Not-For-Profit Organizations?

October 4, 2018 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15.00 – $25.00

Networking with drinks and light fare, followed by discussion How Does Tax Reform Affect Not-For-Profit Organizations? The enactment of the Tax Cuts and Jobs Act brought fundamental changes to U.S. tax law, from lower tax rates to a greater exemption from federal estate and gift taxation.  Fortunately for us, Loscalzo institute's Allen Fetterman stays up-to-date on all of these developments.  He focuses on how the new tax law, by limiting itemized deductions to only the top five percent of tax…

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Cool Under Fire

October 16, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

COOL UNDER FIRE, an advanced COMMUNICATIONS workshop to help professionals think on their feet.

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Expect the Unexpected

October 16, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

American Red Cross, CEO Ken Toren will be discussing Red Cross efforts in helping businesses with proactive preparedness, recovery, resiliency and continuity programs designed to keep them operating in some form during and following a disaster.

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Shape Your “Successful” Exit

October 19, 2018 @ 7:30 am - 2:00 pm
Partner Events Special

Over 90% of growth-stage companies exit via acquisitions, yet “70 to 90% of acquisitions are abysmal failures,” according to Harvard Business Review. Tune your M&A acumen and maximize your company's probability of success on exit. Bring your CEO and attend this half-day “Shape Your ‘Successful’ Exit” workshop.

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ASC 606 Revenue, ASC 842 Leases

October 23, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

This presentation will answer important questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

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In the trenches – Cybersecurity and IT Operations Due Diligence

October 25, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Two of RSM’s leading professionals – Colin Zarbough and Alpa Kamdar -- will discuss in this interactive panel how to assist clients as they pursue add-on acquisition and the importance of evaluating IT and identifying cyber-security concerns prior to the close of transaction. Learning objectives: Identify the latest cybersecurity threats and associated damages Identify best practices to step up your security posture and improve early detection processes to minimize damages in the event of a breach Prepare for discussions with…

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November 2018

Fireside Chat with Seasoned CFOs and Board Members – Learn from 100+ Years of Combined Experience

November 1, 2018 @ 5:30 pm - 7:30 pm
Partner Events Special
Who should attend: Anyone

Fireside Chat with Seasoned CFOs & Board Members Learn from 100+ Years of Combined Experience Thursday, November 1, 2018 - 5:00 pm - 7:30 pm We are excited to be invited by the San Francisco Chapter to be their guests. Please join us for a rare opportunity to hear from seasoned CFOs on their perspectives on what it takes to be a successful finance leader in the increasingly competitive, volatile, and pressure-filled business environment. Our panelists have over 120 years…

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Building Engaging and Lasting Networks

November 13, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

Building Engaging and Lasting Networks In this session, networking trainer Lisa Ann Pinkerton, President of Technica Communications and teacher of the monthly San Francisco Green Networking Powerhouse Series will share a time-tested, simple and systematic process for building engaging and lasting networks. She will include her top 3 secrets for adding at least 250 people a year to your network. Learning Objectives: Compelling introductions that leave listeners asking “how do you do that?” Tricks for jumping in and out of…

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Privacy – Everyone Cares….

November 13, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

You hear or see something about privacy in the news almost daily, and often these articles are focused on household names – Facebook, Apple, Equifax, HP, Citigroup, and Stanford University, among others. When breaches happen, often regulation steps in to “solve the problem”. This leads to a wide array of rules an organization has to follow. These rules are often dependent on the type of organization, the type of data, where the data is located, where was the data obtained,…

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Job Search & Career Planning Roundtable

November 14, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

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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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Self Confidence

November 26, 2018 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15.00 – $25.00

Women in Finance “Women in the Workplace” is a comprehensive study of the state of women in corporate America. The study is part of a long-term partnership between LeanIn.Org and McKinsey & Company to encourage female leadership and foster gender equality in the workplace. In a study done by McKinsey in partnership with Leanin.org, 200 high-performing executive women were interviewed in focus groups. Many wished they’d had more confidence in their abilities, and said that looking back now, they would…

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New Member Meetup

November 27, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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Top Five Reasons for M&A Failure

November 29, 2018 @ 7:30 am - 10:00 am
Breakfast Professional Development
Who should attend: Anyone
Free

Come to this highly interactive FEISV Seminar to make certain you walk into your next M&A transaction with eyes wide open!

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December 2018

CFO Academy Circle Q4

December 5, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle Circles
Who should attend: CFO Academy Graduates
Free

Mentoring . . . It Starts with a Conversation This event is exclusively for CFO Academy graduates. By overwhelming demand, you have identified an unmet need - to develop impactful and long lasting mentor/mentee business relationships. To that end, we have a “not to miss” program featuring Ken Purfey (a nationally renowned serial Entrepreneur, CEO, CFO and published author). Ken will share his mentoring experiences and highlight successful ways to start a mentor and/or mentee relationship. Ken will also moderate…

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Annual Holiday Jazz & Jingle Party!

December 6, 2018 @ 6:00 pm - 9:00 pm
Annual Holiday Party Special
Who should attend: Chapter Members
Free

Come and join your fellow FEISV chapter members (and their spouses/significant others) to celebrate the Holiday Season and another successful FEISV year. 

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January 2019

Rising Stars Advisory Board – January

Tuesday, January 8 @ 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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You Diversify Your Portfolio, You Should Diversify Your Company, Too!!

Tuesday, January 15 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Diversity and inclusion in the workforce are talked about a lot these days. What does it mean and how does it differ from the well-known EEOC requirements that we aim to meet during our hiring process? What does a diverse and inclusive workforce look like? How does the workforce interact? Is it really that different? Most of all, how do we know when we have “arrived”? Our panel includes representatives from companies which have embraced diversity and inclusion as part…

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Middle-Market M&A Update: Hot Topics and Trends Relevant to Bay Area Organizations

Tuesday, January 22 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

BDO USA, LLP and FEI Silicon Valley invite you and your colleagues to a complimentary program with two of BDO’s fully dedicated transaction advisory professionals, Nate Collins and Charles Irvin. This program will discuss the key financial related issues and trends shaping today’s middle-market deals.

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Selling a Business to Private Equity – Pitfalls to Avoid

Wednesday, January 23 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, January 23rd at Baker McKenzie. Topic is: Selling a Business to Private Equity – Pitfalls to Avoid

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February 2019

Rising Stars Meet-Up

Friday, February 8 @ 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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Positive Interactions with Board of Directors and Audit Committee Members

Tuesday, February 12 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15

In our roles as financial professionals, we are likely to have contact with the Company’s Board of Directors, and directly with the Audit Committee. On occasion, we will have to communicate negative results or challenging issues. During these occasions, we want these interactions to be positive, as well as have these interactions lead us to strengthen our networks for future growth. In this session, we will learn the best practices from an experienced panel on how to enable positive interactions.…

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Market Risks and Opportunities . . . Ideas for Investor Actions

Tuesday, February 12 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Today’s economic environment is more complex than ever, a complicated intersection of economics, politics, and events at the local, national, and global levels. It is a lot to keep current on and to process, what can private investors do to ensure that their investment portfolios will be able to meet the intended objectives? Erik Davidson, CFA, Executive Vice President and Chief Investment Officer of Wells Fargo Private Bank, is passionate about bringing clarity to complicated economic and market topics and…

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Job Search & Career Planning Roundtable

Wednesday, February 13 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$25

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

Develop Your Presentation Mastery

Tuesday, February 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Silicon Valley Finance professionals are great with numbers but are seldom considered masterful presenters. In your presentations, do you WOW your audience (Boards, investors, executive staff, your staff, etc.) or are you simply satisfied with delivering information? Are you looking for tangible ways to build your executive presence skillset? Come to a highly interactive workshop led by Ron Yu, an executive coach and Platinum Partner with FEISV. You cannot “think” your way to becoming a dynamic presenter… this will not…

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Succeeding with Small Cap Equity Financings

Thursday, February 28 @ 6:00 pm - 8:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25

Our next Transactions Affinity Group Meeting on February 28th at Quadrus Conference Center. What are the challenges in implementing a small/micro cap equity financing in the public markets today and how best to overcome them in? Who are the key investor groups in this segment, how have they changed over time and what are the implications for issuers? Gain insights from two CFOs, both FEI members, who recently completed equity financings, Mitch Levine, CFO OncoCyte (AMEX:OCX) and Jim Sullivan, CFO,…

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March 2019

New Member Meetup

Tuesday, March 5 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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

Tuesday, March 12 @ 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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Personal Branding: How to be Heard Above the Noise

Tuesday, March 19 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

Executives have brands just like products or companies do. The difference is many executives aren't proactively managing their brands to effectively position themselves for career success. What does your professional brand say about you? If you haven't taken ownership of your brand, what are others saying about you? Most importantly, does your executive brand help you stand out and be heard? To create an effective executive brand takes a concentrated and coordinated strategic effort, one that takes thought, effort, consistency,…

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The Silicon Valley Real Estate Cycle: Another Bubble or Just Another Day?

Tuesday, March 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Has the Silicon Valley “boom” peaked? What’s ahead? More smooth sailing or choppy waters? Assessor Larry Stone will discuss the current status and trends of Silicon Valley’s real estate markets from office, industrial and retail, to single-family and apartments. He will also comment on key economic indicators, including venture capital investment, IPO’s, patents, and immigration. A real estate investor and developer by profession, Stone has served as the elected Assessor for 24 years and has been re-elected by large majorities…

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