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April 2021

From Beijing to California, a leadership journey

Thursday, April 22 @ 12:00 pm - 1:30 pm
Affinity CFO Fireside Chat
Who should attend: Chapter Members Chapter Partners
Free

Roxi Wen will discusses her unique experience across the broad landscape of global finance. Speaker: Roxi Wen CFO Mozilla As Mozilla’s Chief Financial Officer, Roxi leads Mozilla’s Business Development, Data Science & Analytics, Finance, Information Technology, Workplace Resources, and Environmental Sustainability teams. She is responsible for delivering on all aspects of the organization’s business operations and financial goals. Roxi drives the implementation of Mozilla’s strategic roadmap enabling the business to scale and to identify and capture revenue growth and new…

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Member Mixer with Wine Tasting

Thursday, April 29 @ 4:00 pm - 5:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
Free – $25

Exclusive to Silicon Valley Chapter Members & Partners only!! Zoom in with your fellow members on Thursday, April 29 at 4:00 PM. What's the best way to kick-off a great networking event? You guessed it...start with wine tasting! Whether you love wine or networking, this is the event for you. Several of the organization’s key leaders will be on hand. We love to hear your suggestions, comments, and the activities you like to see and be part of. Bring a…

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May 2021

Fireside Chat with Scott Dietzen – From zero to over $1B revenues — Lessons learned from four successful tech startups

Tuesday, May 4 @ 10:00 am - 11:00 am
Affinity CFO Fireside Chat
Who should attend: Chapter Members Chapter Partners
Free

Scott Dietzen Scott Dietzen is Vice Chairman of the Board of Pure Storage and served as the Company’s CEO from 2010 to 2017. Under his leadership as CEO, Pure grew to thousands of employees and completed an IPO in 2015. Dietzen is a four-time successful entrepreneur with WebLogic, Zimbra, and Transarc. He has also been a contributor to Harvard Business Review and Forbes. He earned his Ph.D. and M.S. in Computer Science and B.S. in Applied Mathematics and Computer Science…

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Family Magic Show

Thursday, May 6 @ 5:00 pm - 6:00 pm
Special
Who should attend: Chapter Members Chapter Partners
Free

Please join us for an exciting magic show for you and your family and experience the most unexpected Zoom call you won't soon forget!!   Imagine a very different video conference experience. Experience the inexplicable magic of Andrew Evans in his new, virtual magic show presented live from The Magic Patio—San Francisco’s most unique magic experience.     Andrew will interact with guests and everyone will participate in his impossible feats at home. Minds will be read, cards will be…

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FEISV & FEIAZ, Financial Officers Forum

Friday, May 7 @ 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 – With Stuart McFaul

Tuesday, May 11 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Based on over 20 years of executive experience in Silicon Valley, Stuart will focus on the basic principles of building a personal brand. We’ll address - Building a career focused on what YOU want by focusing on your purpose. - The importance of empathetic connection. - The ten secret “powers” to bring your personal brand to life. At the end of the presentation, you should have a clear-cut to do list to understand the basics of personal branding, plus discover…

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David Hornik’s Joyful VC Journey

Thursday, May 13 @ 11:45 am - 1:15 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $25.00

Please join us in our fireside conversation with David as we discuss his successful career, his thoughts about what’s changing in the VC, and his other endeavors.   David Hornik General Partner Lobby Capital David is a founding partner at Lobby Capital. For the last 25 years he has worked closely with technology entrepreneurs to help them build transformative businesses. Prior to founding Lobby Capital, David was a partner at August Capital for 20 years. David invests in a broad…

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Wine Tasting with the Family Coppola

Thursday, May 20 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
Free – $25

Are you a fan of Alexander Valley or Russian River Valley reserve wines? Are you a fan of The Godfather trilogy or Apocalypse Now or American Graffiti? Not a fan of movies or wine but just love a great deal, then this is an FEISV event not to be missed! You will enjoy a personalized tasting from a real production studio specifically built to enhance Coppola’s virtual wine tasting experience during COVID. The Family Coppola experience is best described by…

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YOUR SECRET SAUCE IS SPILLING! How Start-ups to Blue-Chippers Unlock Their Unknown Value

Tuesday, May 25 @ 4:00 pm - 5:30 pm
Affinity CFO Fireside Chat
Who should attend: Chapter Members Chapter Partners
Free

Creating value from innovation requires first identifying the innovation that creates the value. No company does the exact same thing as its competitor the exact same way. If it did, there would be no reason for it to exist. But, how many companies can actually put their finger on what that difference is? And, even if they could, how many companies know how it’s being protected, or should be? In this session, Dan Shulman, Shareholder at Vedder Price P.C. in…

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Gourmet Chocolate Tasting Social with Theo Chocolate

Thursday, May 27 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
Free – $20

Join us for a virtual chocolate tasting social. Space is limited – so please register soon. Registration closes on Thursday, May 13th 2:00 PM to allow time to ship the chocolate.  Chocolates will be shipped to you in advance from Theo Chocolate, based in Seattle. On May 27, a chocolate expert will be walking us through a virtual chocolate tasting, as well as provide a look into the chocolate making process. The class will last one hour, followed by a…

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June 2021

M&A Deal Market Update – SPACs and Beyond…

Tuesday, June 1 @ 4:00 pm - 5:30 pm
Affinity Transactions
Who should attend: Chapter Members Chapter Partners
Free

Q1 2021 has been record-setting for Dealmaking, with global activity at levels not seen since early 1980s! SPACs are only part of the story. Come and hear from the experts what’s fueling this M&A frenzy” Learning Objectives: M&A Market Update – trends and stats plus what’s ahead for rest of 2021 / ‘22 SPACs, Direct Listings, IPOs, Private Company M&A Private Equity deal negotiations and valuation approach, and how it differs from strategic (corporate) acquirers Learn what makes a company…

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Rising Stars -The Path to Partner

Tuesday, June 8 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars Qualified Guests
Free

Come listen to three executives as they discuss their financial career progression, career changes, passion for overcoming obstacles, what it takes to succeed to the C-level suite and basically how they did it! What did they have to do to reach the Partner or Senior Executive level? This includes hardships they overcame, the relationships they had to build, and the trust and confidence they developed in themselves to be the best. DATE:  Tuesday, June 8th @ 6:30 PM PLACE:  Virtual…

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First In-person Networking Event!!

Wednesday, June 9 @ 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 – our first in-person networking event this year! On June 9th join your fellow FEISV Members and Partners outdoors on a private patio at Par 3 Golf Course in San Mateo. Drinks, delicious appetizers and networking! Limited to the first 30 who sign up. Since this is on the patio at Poplar Creek Golf Course it can get cool and windy…

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Making Strategic Transformations in Your Company

Tuesday, June 15 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Join us for a conversation with Suzy Taherian and Jan Berthold, authors of this practical guide for CFO's seeking to make significant change in their organization. Important takeaways: How can CFO's make a strategic transformation in their company? What is critical in the first 90 days, and why that is so important? How to support the CEO and Board more effectively Speakers: Suzy Taherian CFO, Wrightspeed Adjunct Professor, UC Davis Graduate School of Management Contributor, Forbes.com Suzy Taherian has over…

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Wine Tasting with MIRA Winery

Thursday, June 17 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
Free – $25

We invite you to join us for an exclusive tasting of Mira Wines. Enjoy a tasting of our single-vineyard, single-varietal wines and learn firsthand about our pure winemaking approach. Explore the unique features of our bespoke winery and gain an in-depth understanding of why our one-of-a-kind vineyard is the starting point for Mira’s never-ending pursuit of miracles. You will receive a bottle of: 2016 Cabernet Sauvignon Yountville 2014 Pinot Noir Hyde & Sons 2019 Rosé of Pinot Noir Napa Valley…

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Growing pains: Markets outlook for the months ahead

Thursday, June 24 @ 4:30 pm - 6:00 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As vaccine programs roll out, many economies are regaining momentum. But how vulnerable will the markets be to inflation? And after so much structural economic change, where will the challenges and opportunities lie? We will discuss our latest macroeconomic and asset-class forecasts, and explore their implications for portfolios. Learning objectives: Macro view: Where we are in the post-covid global economic recovery and what is the greatest risk to our growth case. Our expectation of both monetary and fiscal policy for…

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Robert Half, ACGSV & FEISV’s 22nd Annual Scholarship Golf Tournament

Monday, June 28 @ 10:30 am - 5:00 pm
Golf
Who should attend: Chapter Members Chapter Partners Non-Members
$110 – $250

      Escape from Zoom and Get Outside! Please support a great cause, golf the challenging and scenic Sliver Creek Valley CC course, and enjoy great networking opportunities all at the same time. That's right, in-person! This year we are adding Association for Corporate Growth, Silicon Valley (ACGSV) as a co-sponsor! *** New this year ***  $50,000 Hole In One Contest!!! Entry fees include socially-distanced golf, a shared cart, practice range, box lunch, beer, soft drinks and snacks on…

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Buy “The Deal” only for the Golf Tournament

Monday, June 28 @ 10:30 am - 5:00 pm
Golf
Who should attend: Chapter Members Chapter Partners Non-Members
$110

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. Sale at Door price $120 Online Pre-paid price only: $110 Net proceeds from this event fund the Scholarships we provide to finance and accounting students attending 5 local Universities…

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July 2021

Wine and Chef Theo’s Virtual Master Cooking Class

Thursday, July 1 @ 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

Thursday, July 8 @ 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

Thursday, July 15 @ 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!!

Tuesday, July 20 @ 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

Thursday, July 29 @ 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

Tuesday, August 10 @ 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

Tuesday, August 17 @ 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

Friday, September 3 @ 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

Saturday, September 4 @ 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

Tuesday, September 14 @ 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

Tuesday, September 21 @ 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

Wednesday, September 29 @ 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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