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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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Tips for Success in Your First 90 Days as a CFO

Thursday, May 12 @ 12:00 pm - 1:30 pm
Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Whether you're planning for your First CFO role or your next one, this engaging presentation recaps the 4 pillars for success in your First 90 Days as CFO and provides actionable insights from an Executive Coach who works almost exclusively with CFOs and senior Finance leaders. Highlights include: 9 Things you must DO in your First 90 Days 8 Pitfalls to AVOID in your First 90 Days Milestone Samples: Day 30, 60, 90 10 ways CFOs self-sabotage. (And if you're…

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How a DEI Program can boost your culture (and thus improve your company’s performance)

Tuesday, May 17 @ 5:30 pm - 8:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

From the perspective of a DEI practitioner and creator of a DEI Program for the largest pension plan in the country, this is a practical discussion of how the implementation of our program impacts our culture and reverberates throughout our organization. Speaker: Marlene Timberlake D’Adamo Chief Diversity, Equity, and Inclusion Officer Marlene Timberlake D'Adamo was named CalPERS first Chief Diversity, Equity and Inclusion Officer in June 2021. She works across the organization and the Investment Office to foster a culture…

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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

Emotional Intelligence: Retaining and Fine Tuning your Team

Thursday, June 2 @ 12:00 pm - 1:15 pm
Leadership Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Emotional Intelligence (EI) is a dynamic framework that enables managers and leaders to connect, motivate, and retain high performing teams. This presentation looks at EI from a practical perspective that can equip you with tools to build relationships, earn employee trust, and gain insight into team activities. Join us and learn strategies that you can begin using immediately as an Emotionally Intelligent leader. Learning Objectives: Describe the components that blend to make up a person’s Emotional Intelligence Recognize Emotionally Intelligent…

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Remote Work: Dream for Some Workers, Tax Nightmare for Payors?

Tuesday, June 7 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A discussion of hidden (and not so hidden) exposures that employers and other payors of compensation face when allowing workers to perform services in locations of their choice, including other states and countries. Will include unique considerations for federal, state, social security, and foreign payroll and compensation purposes. After completing this training, participants should be able to: Consider protocol for identifying remote workers’ ‘tax homes’ for classification of travel-related payments as compensatory Identify unique differences between U.S. persons and nonresident…

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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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Buy “The Deal” only for the Golf Tournament

Monday, July 25 @ 10:30 am - 5:00 pm
Golf
Who should attend: Chapter Members Chapter Partners Non-Members
$115

If you have already registered to play golf and didn't purchase the deal, you will need to order the deal from here. Save time and money! Bundle & Save! Buy The Deal, save $20 at sign-up or $10 at the door: 15 prize raffle tickets 2 Mulligans, and 1 Hand Wedge. $140 Value - Sale at Door price $125 Online Pre-paid price only: $115 The tournament's net proceeds fund the Scholarships we provide to finance and accounting students attending 5…

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Robert Half, & FEISV’s 23rd Annual Scholarship Golf Tournament

Monday, July 25 @ 10:30 am - 5:00 pm
Golf
Who should attend: Chapter Members Chapter Partners Rising Stars Non-Members Qualified Guests
$115 – $265

      Golf, Contests & Prizes, OHHH MY! Please support a great cause, golf the challenging and scenic Silver Creek Valley CC course, and enjoy great networking opportunities all at the same time. Lots of fun on the course and afterwards! *** Back this year ***  $50,000 Hole In One Contest!!!                          And other great contests and raffle prizes.  Entry fees include golf, a shared cart, practice range,…

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August 2022

An International Perspective on U.S. Inflation

Tuesday, August 2 @ 12:00 pm - 1:15 pm
Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Inflation is high and labor markets are tight in the US and in other advanced economies. A comparison across advanced economies helps understand common and US-specific factors behind price and wage dynamics since the pandemic. Please join us for an enlightening virtual event with: Fernanda Nechio VP of Sustainable Growth in Economic Research Federal Reserve Bank In July 2019 Fernanda was appointed deputy governor at the Central Bank of Brazil, a position she held until May 2021. She was responsible…

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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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FEISV & Silicon Valley Bank’s Annual BBQ

Thursday, August 25 @ 5:30 pm - 8:30 pm
Annual BBQ
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

FEI Silicon Valley and Silicon Valley Bank's Annual Summer BBQ

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Hot Accounting & Reporting Considerations in the Current Environment

Tuesday, August 30 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Non-Members Qualified Guests
Free – $20

Navigating through new accounting and reporting changes in current environment can pose challenges. New types of business models as well as reporting requirements are always creeping up. We will have senior management of SOAProjects present the above topics to assist you in navigating through the ever-changing current landscape: Learning Objectives: Describe what are the recent accounting and reporting changes that companies should keep an eye out for, including effect of lower stock prices in the market on equity plans Discuss…

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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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Navigating High Stakes Conversations

Thursday, September 15 @ 12:00 pm - 1:30 pm
Leadership Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

One of the biggest challenges CFOs face in business is handling conflict. If you are like most people, you have struggled over how to have tough, often high stakes conversations with the Board, your CEO, staff, vendors, clients, stakeholders, investors, and others. Most organizations lose as high as 80% of their potential performance because of the inability of their executives to step up and master high stakes conversations. In this presentation, you will learn key skills to increase confidence in…

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California Fiscal Focus with State Controller Betty T. Yee

Wednesday, September 21 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Some topics to be covered include a State of California economic update, the changing role of CFOs, and lessons learned from the pandemic. State of California economic update The changing role of CFOs Lessons learned from the pandemic. Speaker: State Controller Betty T. Yee was elected in November 2014, following two terms on the Board of Equalization, where she continues to serve as a voting member. Reelected as Controller in 2018, Yee chairs Franchise Tax Board and serves on the…

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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

Fleet Week Air Show Lunch Cruise

Friday, October 7 @ 1:30 pm - 4:30 pm
Special
$145 – $195

Fleet Week Air Show & Lunch Aboard the San Francisco Belle! The 2022 Fleet Week Air Show comes to San Francisco! Do not miss this opportunity to watch the Blue Angels as they prepare their expert maneuvers for the weekend shows. Enjoy this two-hour cruise on board the iconic San Francisco Belle with the best views of the Fleet Week Air Show & practice rounds. On board you will be treated to a wonderful Lunch Buffet, free-flowing beverages and background…

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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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Cybersecurity: Awareness, Risks and Mitigation

Tuesday, October 18 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Non-Members
Free

Please join us for a very important topic. Cybersecurity as a risk management practice Specific risks and solutions related to software security Benefits of a strong cybersecurity posture Speaker: Marten Mickos, CEO, HackerOne [email protected] Marten is the CEO of HackerOne, the leading provider of solutions that make software more resistance to attack. With a community of over a million ethical hackers, HackerOne helps companies and governments find and fix software vulnerabilities before these are exploited for data breaches or cyber-attacks.…

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Rising Stars Board Meeting

Wednesday, October 19 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Rising Stars
Free

All Rising Stars are invited to attend the Rising Stars Board Meeting on Wednesday, October 19, 2022 6:30 PM Zoom   Agenda: Introductions Upcoming events – Guest speakers, Social Events, Career Building (resume workshop, mock interviews, internal FEI recruiting event) Executive Positions (see below) Success Stories Executive Secretary: This individual will be responsible for taking minutes at Board of Directors meetings. VP of Communications: This individual will be responsible for communications with junior members, guest speakers, and Micky to ensure…

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Rising Stars – Axe Throwing Event

Saturday, October 29 @ 12:00 pm - 1:30 pm
Rising Stars
Who should attend: Rising Stars
Free – $30

What is one way you unwind after a stressful day? I figured we could try something new and blow off some steam with Axe Throwing in Daly City! This is our first big event of the year. It'll be "The Shining" moment, just in time for the spooky season. Come through and throw down! Reminders: Sign the Online Waiver https://waivers.badaxethrowing.com/fcc398522ff5b2bd0f42f0388decfb5ef0d3cf59 Wear CLOSED toe shoes and comfortable clothes for good range of motion. https://badaxethrowing.com/what-to-wear/ Time & Date: Saturday Oct 29, 2022…

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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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Women currently hold 6% of CEO positions at S&P 500 Companies…

Tuesday, November 15 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $135

Laura Francis, CEO, SI-BONE, Inc. (SIBN) publicly traded company on NASDAQ will share her experience as a public company CEO and the board. She will also tell her story of transitioning from a CFO of a public company to CEO. She will share strengths and challenges for CFO’s interested in becoming CEO’s, providing information on key competencies and recommendations for the transition and how to position yourself for board service and tips for new Directors. Learning objectives: Identify ways to…

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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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