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March 2019

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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July 2019

New Member Meetup

Tuesday, July 16 @ 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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BBQ Dinner July 25th

Thursday, July 25 @ 5:30 pm - 8:30 pm
Dinner
Who should attend: Chapter Members Chapter Partners
Free – $110

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

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July Financial Officers Forum (FOF) Affinity Group

Wednesday, July 31 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10

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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September 2019

How to Land Your First CFO Role

Tuesday, September 10 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

You’ve had a solid trajectory which has brought you near the top of the Finance career ladder. You are a technical expert in accounting or FP&A or treasury, etc. but is that enough to lead and run the whole show? You’ve proven that you can be a “Strong #2” and feel that you are ready to be a CFO. So how do you convince a CEO and Board to take that risk on you as a first-time CFO? Come to…

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The Under Appreciated Nexus Between Growth Capital and Storytelling… An Investor’s Perspective

Tuesday, September 10 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $130

Whether your company is public or private, family-owned or non-profit, growth capital is likely in your future. Finance executives have been trained to believe that equity or debt financing comes down to financial metrics — full stop. Regarding that long-held belief, former institutional investor, best-selling author, and acclaimed speaker Adam J. Epstein has the following question: “If equity and debt financings were just about dollars and cents, then how does that explain the fact that similarly performing companies are valued…

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Rising Stars – How to make $ Millions through Entrepreneurism

Tuesday, September 17 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Members 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, September 17th from 6:30pm to 8:30pm. How to make $ Millions through Entrepreneurism - Part 1 of 2   Our speaker is:   Kenneth J. Purfey Identification Solutions, Inc. CFO In May 2019, Mr. Purfey won the highly coveted FEI award of “CFO Of The Year” for his work and excellence in Entrepreneurism.  Mr. Purfey has a 40-yr background in…

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Transaction Affinity Group – Private Equity Market Update

Thursday, September 19 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Thursday, September 19th. Come and hear the experts discuss the following... Current environment:  Characterize 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, and general economic environment. Looking forward:  With predictions of a looming recession vacillating between being imminent…

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Catching the Digital Wave! Leveraging Emerging Technologies to Disrupt the Finance & Accounting Function

Tuesday, September 24 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Digitization is transforming businesses throughout the world. There are four key drivers behind these efforts: improving customer engagement; digitizing products and exploring new business models; improving decision making; and driving operational efficiencies. Organizations need to decide whether they are going to be the disruptor and try to take a lead as a transformer, or whether they are going to play a waiting game, monitor the competitive landscape, and react as necessary to defend market share. There are a multitude of…

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September Financial Officers Forum (FOF) Affinity Group

Wednesday, September 25 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $15

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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October 2019

CFIUS: The Gatekeeper on M&A and Investment by Foreign Buyers

Wednesday, October 9 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, October 9th. Come and hear the experts discuss the following... CFIUS:  The Gatekeeper on M&A and Investment by Foreign Buyers The Committee on Foreign Investment in the United States (CFIUS) investigates mergers that could result in control of an American business by a foreign individual or company, judging whether deals could threaten national interests.   In 2017, 240 deals were reviewed by CFIUS (up from 172 in 2016) with 20 deals reportedly blocked…

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