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February 2019

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.

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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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Finance of the future: Digital forces disrupting finance organizations

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

Agenda: Forces Impacting Finance Digital world Disruption the new norm Agile finance What is agile finance Role of agile finance in addressing disruption Role of Technology in agile finance Implications Benefits Transformation Enablers Digital process Opportunities for finance function Example technologies RPA Blockchain Speaker: Drew Delmonico Partner - Financial Accounting & Advisory Services Ernst & Young, LLP Drew Delmonico is a Partner in Ernst & Young LLP’s Financial Accounting Advisory Services (FAAS) practice with more than 18 years of public…

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Sharks vs Calgary Flames

Sunday, March 31 @ 3:45 pm - 8:30 pm
Special
Who should attend: Chapter Members
$63 – $80

Register now and join the fun!!! Sharks vs Calgary Flames, SAP Center FEISV will have a private entrance to the left of the Store Street Entrance. Tickets and wristbands (for dinner and two drinks (beer, wine, or soda)) will be distributed at check-in. Game and dinner for Members and family only. Arrive at 3:45pm for a meal, game starts at 5pm. Members and family/friends: Tickets are $73 Non-Members: Tickets are $80 Don't miss out.... register now SOLD OUT!!!!    …

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April 2019

Enterprise Risk Management for Non-Profits

Tuesday, April 9 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15 – $25

Networking with drinks and light fare, followed by discussion Enterprise Risk Management for Non-Profits A proactive and sustained approach to continuous improvement is essential for not-for-profit organizations to earn the support and trust of the communities they serve. The ability to reduce risks, strengthen internal controls, and optimize service efficiency and effectiveness is critical to success. Learning Objectives: Assessing risk with a meaningful, holistic approach; Leveraging performance measures to strengthen risk management and governance; Using a risk-based approach to improve…

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Rising Stars Advisory Board – April Meet-Up

Friday, April 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 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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What is a Professional Employer Organization (PEO) and is it Right for your Company?

Tuesday, April 16 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110.00

Learn whether a PEO is appropriate for your organization. Here are some of the questions we will answer: What is a PEO? What is the difference between a PEO and ASO (Administrative Services Organization) model? Potential advantages and disadvantages of a PEO and ASO Is payroll, medical & workers compensation insurance, and retirement plans more cost effective with a PEO/ASO model? How do PEO’s make money? What is a Certified PEO?   Speakers: Pete Ravani Vice-President & Senior Retirement Plan…

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Health Care: Can I really manage the cost?

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

Warren Buffett famously called General Motors, “a health and benefits company with an auto company attached” and every CFO has heard how Starbucks spends more on healthcare than coffee beans. As a financial executive, if you don't actively manage healthcare costs you are fundamentally failing to control your second largest expense after payroll. Learn how to take control with deep understanding of: The competing interests that prevent companies for effectively managing health care costs How altering the relationship with your…

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Financial Officers Forum (FOF) Affinity Group

Wednesday, April 24 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20

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. For more information, contact moderator Bob Farkas. Wednesday, April 24th…

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Are You Ready For A Board Seat: Discover Your Board Readiness Path and Become Your Company’s Expert to Leverage Women Board Members

Thursday, April 25 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15 – $25

Women in Finance Boards with a breadth of perspectives are increasingly recognized as being critical to effective corporate governance. With SB826 and Asset Management firm proxy guidelines requiring board diversity, now is the time to capture the momentum for you and your firm. CFO’s are uniquely positioned to influence board composition given the positive financial results of diversity on the board AND are sought after directors for audit committee roles. Clients with diverse boards report benefits to their business and strategy,…

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May 2019

Rising Stars – Accelerate Your Career Advancement

Tuesday, May 7 @ 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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Job Search & Career Planning Roundtable

Wednesday, May 8 @ 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.

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Fireside Chat with a Taste of Wine

Thursday, May 9 @ 5:30 pm - 8:30 pm
Affinity Wine Tasting
Who should attend: Anyone
Free – $15

Fireside Chat: Tax Area Cost Segregation by BPM & Andersen Tax Featured Wines: Life Wines, Media Luna Vineyards, Trefethen Vineyards, Robert Craig Food: Asian Hor d’oeuvres Sponsored by Silicon Valley Bank, BPM, Andersen Tax, CBIZ For questions regarding this event, contact Hema Sundarraj   Sponsored by:                                    

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Current M&A Landscape and Implications for the Tech Sector

Tuesday, May 14 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $15

The global M&A market ended 2018 with over $4 trillion in announced transaction volume, the third highest of all time, but was dominated by a number of ‘mega-deals’ and marked by a clear slowdown during the second half of the year. We’ll provide a review of recent M&A activity before discussing the outlook for the remainder of 2019. We’ll also focus on increased Venture Capital and Private Equity participation in the transaction market and the impact on the technology sector…

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Silicon Valley: The Obstacles & Opportunities in 2019 and Beyond

Tuesday, May 14 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

One thing is clear from this year’s annual Silicon Valley Poll – People are thinking twice about staying in the Bay Area and are looking for answers to perceived pressing problems. 44 percent of those polled in five counties say they are likely to move out of the Bay Area in the next few years, but only six percent say they have definite plans to leave in 2019. So, why are they considering a future move? Among those contemplating a…

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2019 CFO Academy – The Pragmatic & Strategic CFO

Wednesday, May 15 @ 8:30 am - 6:00 pm
CFO Readiness Academy Leadership Development
Who should attend: Chapter Members Non-Members Qualified Guests

With the new challenges facing CFO’s every day, we are witnessing incredible disruption and change in the careers of successful finance and business professionals. CFO’s are now responsible for operating requirements in addition to overseeing the finance, audit, and IT functions. Today’s CFO is looking at emerging global risks, digital transformations, strategic acquisitions, and the battleground for profitable growth to effectively guide the CEO and leadership teams. CFO's are on a journey to evolve from the programmatic issues of finance…

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Private Equity Market Update

Thursday, May 16 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on May 16th at Quadrus Conference Center. State of Private Equity within the Technology Sector: Current environment:  Discuss the current investment environment for funds focused in the technology sector.  What challenges are you facing, and can you describe any adjustments you are making?  Impact to your portfolio and future investment from national or global catalysts such as trade tariffs and Brexit Looking forward:  With predictions of a looming recession vacillating between being imminent to…

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May Financial Officers Forum (FOF) Affinity Group

Wednesday, May 29 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20

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 may be interested in what consulting CFOs are…

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June 2019

Robert Half & FEISV’s 20th Annual Scholarship Golf Tournament

Monday, June 3 @ 10:00 am - 8:30 pm
Golf
Who should attend: Chapter Members Non-Members
$90 – $275

      Please support a great cause, and enjoy great networking opportunities all at the same time? Sign up now to play in FEISV's 20th Annual Scholarship Golf Tournament! Not only will your participation benefit our scholarship fund, it will also enable you to spend time with and develop deeper relations with your clients or prospects, and build relationships with FEISV members. There will be other amazing prizes thanks to several generous donations. The entry fee for Silicon Valley…

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Annual Committee Rally

Tuesday, June 11 @ 5:30 pm - 8:30 pm
Committee Rally
Who should attend: Chapter Members Chapter Partners
Free

Join us for a fun and energetic evening of Networking and showing you how you can get more value from your membership with FEI by finding a Committee that is perfect for your busy life! Who should attend: All New Members Members interested in getting more value for their membership Members interested in learning more about committees Partner's interested in learning more about committees Join us for cocktails and heavy hors d’oeuvrs while we give you more information on becoming…

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Technology Voices of Silicon Valley

Wednesday, June 12 @ 5:30 pm - 7:30 pm
Affinity Voices
Who should attend: Anyone
$15 – $25

Silicon Valley Technology Trends: How Will They Impact Finance? What impact will new technologies such as RPA, Block chain, IOT, Machine Learning and more have on finance?  Since we are in the heart of where it is all happening, we are bringing together some of the Valley’s top emerging tech finance leaders from Google, Cisco and Infosys to discuss the latest technology trends, as well as real-life case studies of what has been implemented and the real problems that have…

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Robotic Process Automation (RPA)

Tuesday, June 25 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Learning objectives: Understand perspectives on the Future of Finance and the new agenda for the CFO/FinanceDigital world Understand the evolution of intelligent automation, including Robotic Process Automation, through technology demos Speakers: James P Murphy Managing Director, KPMG 15+ years experience. Background includes Intelligent Automation, Cloud and SaaS delivery model strategy, Revenue Recognition & Lease Standard, and has worked within the healthcare, technology, utilities, and financial service sectors   Nicole Loventhal Director, KPMG 20+ years experience Background includes Intelligent Automation, business…

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East Bay Cocktail Networking Meet Up

Tuesday, June 25 @ 5:30 pm - 7:30 pm
Affinity East Bay Affinity
Who should attend: Anyone
$15 – $25

This is our first East Bay event of the year and a great chance to meet fellow East Bay finance professionals. Non East Bay professionals are invited, too!

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