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July 2021

Wine and Chef Theo’s Virtual Master Cooking Class

July 1, 2021 @ 5:00 pm - 6:00 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

Please join us for a  glass of wine and virtual Master Cooking Class. Menu: Pan Roasted Salmon Tomato Shallot Jam Herb Roasted Squash Strawberry Thyme Shortcake Whipped Cream Download Shopping list and full menu with instructions  Note: Registration closes June 18th at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you. Enjoy screenshots from a past cooking class with Theo:                          …

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Rethinking the Cash Collections Process Using a Data-Driven Approach

July 8, 2021 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A team of graduate students from the Leavey School of Business at Santa Clara University will be discussing a practicum project they recently completed for a Unified Communications as a service (UCaaS) provider. The project applied data analytics to optimize the cash collections process and ultimately reduce company DSO. First, the team will outline the limitations of a manual and non-intelligent collections process. Next, they will demonstrate how to redefine the process using a prioritization mechanism that will help improve…

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Managing Cyber Risks

July 15, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

• Cyber attacks occur every 39 seconds; is your firm prepared? • Are you comfortable that your firm is taking all precautionary measures to minimize the possibility of a Cyber event, such as a Ransomware attack or Social Engineering? • In the event that your firm does have a breach, does your firm have the broadest insurance protection available in today’s market? Join us for a for a presentation that will cover the following Understanding best practices preventive measures your…

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In-person Networking Event!!

July 20, 2021 @ 5:00 pm - 8:00 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Vaccinated and eager to get back to socializing? Tired of Zoom all day? FEI Silicon Valley has the answer – in-person networking event this year! On Tuesday, July 20th join your fellow FEISV Members and Partners outdoors on a private patio at Marriott's in Santa Clara. Drinks, delicious appetizers and networking! Limited to the first 30 who sign up. Registration closes Monday, July 19th at 6pm.

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Wine Tasting with Robert Mondavi Winery

July 29, 2021 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Please join us for a virtual tasting of four wines (Fume Blanc, Maestro (Bordeaux Blend) Cabernet Sauvignon, and Moscato D’Oro) from Robert Mondavi's Napa Valley Tier Collection. For more than 50 years, the Robert Mondavi Winery has been a shining symbol of the Napa Valley. Founded in 1966, it was the first major winery built in Napa Valley in the three decades since the repeal of Prohibition (1933) and went on to establish the foundation for the modern-day California wine…

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August 2021

In-person Networking Poolside BBQ

August 10, 2021 @ 5:00 pm - 8:00 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Vaccinated and eager to get back to socializing? Tired of Zoom all day? FEI Silicon Valley has the answer – in-person poolside BBQ and networking! On Tuesday, August 10th join your fellow FEISV Members and Partners poolside BBQ at Fremont Hills Country Club. Drinks, delicious appetizers and networking! Registration closes Monday, August 9th at 6pm.

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Data Analytics & Visualization – Secrets of Presenting your Financial / Other Data to Wow your Audience

August 17, 2021 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Dr. Carrie Beam will provide a broad overview of the field of analytics as it applies to the general business world. First, she will outline the analytics maturity roadmap, and how to benchmark different companies’ analytics maturity levels. Next, this talk will provide a basic overview of descriptive, predictive, and prescriptive analytics, and how to determine which technique is best suited for each situation. Case studies on market segmentation, direct marketing, forecasting under uncertainty, and valuation will be provided. Participants…

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September 2021

FEISV & FEIAZ, Financial Officers Forum

September 3, 2021 @ 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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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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Pre-Liquidity Tax Planning for Founders & Executives

September 14, 2021 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

When it comes to preparing for a significant business liquidity event, the key is to plan early and often. How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? This presentation offers insights and strategies to help founders and executives successfully navigate the transition from entrepreneur to investor while balancing their succession and wealth transfer planning. Speaker: Justin T. Miller J.D., LL.M., TEP, AEP, CFP Partner & National Director…

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In-Person Fun and Networking at Topgolf

September 21, 2021 @ 5:00 pm - 7:00 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners
Free

No golf experience required FUN FOR ALL SKILL LEVELS Players hit micro-chipped golf balls that track each shot’s accuracy and distance while awarding points for hitting targets on the outfield. Whether you’re an aspiring golf pro or picking up a club for the first time, Topgolf is everyone’s game. It’s fun.   Serving: Unlimited Ice Water - Fountain Soda - Iced Tea Three Tickets for Beer or Wine for each person Orecchiette + Bolognese sauce, Panzanella salad, Boursin Chicken and…

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Member Mixer with Rombauer Vineyards

September 29, 2021 @ 4:00 pm - 5:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

The first member mixer in April that was kicked-off with wine tasting was a huge success. If the formula works…then let’s do it again! Did you know that Koerner Rombauer’s great aunt Irma Rombauer wrote Joy of Cooking? Join us to learn many other fun and informative facts about Rombauer Vineyards. Rombauer Vineyards is a family-owned company that has been recognized for creating wines which offer superior character, style, and value. Rombauer Vineyards is a Napa Valley based, family-owned winery…

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October 2021

Oktoberfest – In-person networking at Steins

October 19, 2021 @ 5:00 pm - 7:00 pm
Affinity Networking
Free

VACCINATED AND EAGER TO GET BACK TO SOCIALIZING? TIRED OF ZOOM ALL DAY? FEI Silicon Valley has the answer – in-person OKTOBERFEST! On Tuesday, October 19th  join your fellow FEISV Members and Partners for drinks, delicious food and networking! Registration closes Tuesday, October 12th at 2pm.                            

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Fireside Chat on “Preparing to be a Public Company”

October 26, 2021 @ 12:00 pm - 1:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars
Free

Preparing to be a public company Public company readiness checklist Building a scalable infrastructure Transitioning to a public company compensation structure Constructing a public board Speaker: A. Brooke Seawell Venture Partner New Enterprise Associates Brooke joined New Enterprise Associates in 2005 as a Venture Partner, focusing on software, systems and internet investments. He brings 30-plus years' experience in technology finance and operations. Brooke serves on the board of directors of NVIDIA (NASDAQ: NVDA), Tenable (NASDAQ: TENB), Eargo (NASDAQ: EAR), GoodLeap,…

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Equal Pay Data Reporting, an Asset for the Strategic Employer

October 28, 2021 @ 11:45 am - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

California’s recently passed SB973 requires certain employers to collect and report the number of employees by gender, race and ethnicity in specific job categories, and also broken down by pay bands established by the federal government. California employers need to understand the requirements and implications of these reports, as well as other legal obligations that may be implicated. In this program, a unique team featuring a certified public accountant and experienced employment attorney will define the law and reporting requirements,…

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November 2021

Chandon Virtual Tasting – California in a Glass

November 4, 2021 @ 5:00 pm - 6:00 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$25

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 by 10/18, no later than 10/21.  

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FEISV & FEIAZ, Financial Officers Forum

November 5, 2021 @ 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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Wine and Chef Theo’s Virtual Master Cooking Class

November 9, 2021 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

Please join us for a  glass of wine and virtual Master Cooking Class. Menu: Lobster Spaghetti Tomato Brandy Sauce Lemongrass Ginger Panna Cotta Fresh Lime Download Shopping list and full menu with instructions  Note: Registration closes  October 29th at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you. Enjoy screenshots from a past cooking class with Theo:                                …

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Elephant in the Valley and Beyond

November 11, 2021 @ 4:00 pm - 5:30 pm
Affinity Women in Finance
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Challenges Faced by Women in the Workplace Co-author Michele Madansky, will share the results of their interviews with 200+ executive level women in Silicon Valley. The inspiration for this survey came out of the incredible conversation from the Ellen Pao & KPCB trial. For further background: www.elephantinthevalley.com. Dr. Madansky shared her research from the most cited publication on gender bias in Silicon Valley, The Elephant In the Valley on Nov 8, 2016 (a more memorable night for other reasons).   She…

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In-person Mixology Class & 4-Course Dinner with Paired Tequila Tasting

November 16, 2021 @ 5:30 pm - 8:30 pm
Networking
Who should attend: Chapter Members Chapter Partners
Free

Now that we are all vaccinated and eager to get back to socializing, please join us and learn how to master the margarita. The night begins with an educational cocktail class, then settle in for a 4-course dinner with paired tequila tastings. Menu will include: CEVICHE TRIO served on baked tortilla chip FIRST COURSE | Chile Relleno with Manchego Cheese California pepper stuffed with Manchego cheese covered with egg and pan fried in tomato broth. Served with red Mexican rice,…

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Lending Strategies Roundtable

November 18, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Join us and explore the current landscape of lending options available to venture backed companies and SMBs. We’ll discuss when to consider options like venture debt, how to evaluate your business metrics in anticipation for securing additional capital, as well as non-dilutive alternative lending sources that may be worth considering. Basant's Learning Objectives: Alternative lending strategies available to venture backed companies Options including emerging platforms like Pipe, Brex VD, etc. Navigating what lending options are appropriate given your company’s stage…

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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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Managing Merger and Acquisition Risk

November 30, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

We all know that entering into M&A transactions carries tremendous risk. During this session we will learn more from a legal perspective, what are these risks and what can be done to mitigate unnecessary exposures arising out of these transactions at a later date. This said, we all know that no matter what precautionary measures a firm takes to minimize risk, there is potential for future litigation. In the event that a claim is made post transaction, we will also…

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December 2021

Unleash Your Peak Performance

December 2, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Let’s face it – this profession (and the world at large) can feel demanding at times! Many of us focus all our energy on serving those around us – our clients, teams, colleagues, family and friends – oftentimes at the expense of our own well-being. In order to be a high performer, you must increase your capacity to bring energy and full engagement to the things you value most. We’ll explore how investing your time in managing your energy enhances…

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President’s Annual Holiday Party

December 8, 2021 @ 6:00 pm - 8:30 pm
President’s Annual Party
Free

This year we are 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! We look forward to seeing you there and thank you for a great year! Please join us for…

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Whiskey Tasting

December 16, 2021 @ 6:00 pm - 7:00 pm
Wine Tasting
$25

Whisky Discovery Journey Learn what whisky is, what are the different styles, and different techniques to taste it. Then taste the distinct differences for yourself. If that is not enough to overwhelm you, then we throw in a cheese and chocolate pairing. While we will suggest what we think pairs best, we encourage our guests to gather their own empirical data. This world tasting will include 4 distinctly different malts from Scotland, America and Japan. It will also include a…

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January 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, January 7 @ 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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Thinking Beyond Cubicles: Meet the New Workplace

Thursday, January 13 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As organizations look to the future, many will institute hybrid or fully remote working arrangements. A thoughtful and strategic approach is needed as this requires not just a change in the way people work, but a change in the way businesses operate. Not only does it entail physical office space, but also the strategic plan to recruit, develop, manage and retain talent across the organization. Learning objectives : Developing a hybrid/remote work model Optimizing recruitment, performance, collaboration, innovation and communication…

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Keynote Event with former U.S. Senator Dean Heller

Tuesday, January 18 @ 5:30 pm - 7:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Please join us for a keynote event Former U.S. Senator Dean Heller - Nevada We are especially delighted to host Senator Heller as our keynote speaker. Senator Heller’s broad perspectives on evolving trends in the economy and national and geopolitical landscape will enlighten us for macro impacts anticipated in 2022. During his time in the Senate, Dean served on the Finance Committee, Banking Committee, Veterans’ Affairs Committee, and Commerce Committee. Dean’s service on these committees allowed him to address the…

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Integrating intelligent automation in your close cycle

Thursday, January 20 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

The financial close is an integral part of the financial cycle to produce insights and drive decision-making. The typical financial close, however, is rife with challenges due to multiple manual touchpoints, disparate technologies, limited data insights, and disconnected teams. With the emergence of digital technologies, finance leaders have the opportunity to address these shortcomings and future-ready their organizations. In this discussion, the Grant Thornton Transformation team will highlight the challenges of the financial close, the intelligent automation paradigm, and considerations…

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