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December 2020

Leadership Gift

December 5, 2020 @ 8:00 am - 5:00 pm
Who should attend: Chapter Members Chapter Partners
Free

In appreciation for your continued support for FEISV your leadership team would like to give you a token of our appreciation. Everybody loves food. Especially when it is delivered. During this crazy time, we want to take extra care in making sure our gift gets to you. Please register to receive this gift and let us know the best option to send you the electronic gift card for DOORDASH.

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World Wise – Working in a World that is Local, Global, In Person, and Virtual

December 8, 2020 @ 12:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Non-Members
Free

Working in a World that Is Local, Global, In Person and Virtual In today’s global business environment success depends as much on the building personal relationships as it does on technical expertise. However, working with clients, partners, consultants from around the world may not be easy. Backgrounds, cultures and approach to doing business vary. In addition we now engage virtually even more than in person. Building connections is challenging but not impossible. At the conclusion of this interactive program participants…

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Employment Law Considerations in M&A/ Operations – Update on AB5 & AB2257

December 15, 2020 @ 12:00 pm - 1:30 pm
Affinity Transactions
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

On both the buyer’s and the seller’s sides of a corporate merger or acquisition, employment law considerations can significantly impact the dynamics of negotiations and transactions. Consultation with skilled employment counsel throughout a transaction is critical. But equally important is an understanding of the typical employment law considerations that can affect negotiations and transactions. Independent contractor and employee classification is one such consideration, and is a particularly dynamic area of developing law. Learning objects: Early in the deal process: What…

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January 2021

Financial Officers Forum (FOF)

Friday, January 8 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF) Virtual Luncheons
Who should attend: Anyone
Free

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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Rising Stars – The Path to CFO

Tuesday, January 12 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Zoom in and learn from the accomplished experts. DATE:  Tuesday, January 12th @ 6:30 PM PLACE:  Virtual TOTAL COST:  FREE.  All these events are sponsored by FEI, for Rising Stars. All you have to do is come and participate. Speakers: Robert Worthington Partner, Practice Leader, Bay Area Hardesty An accomplished senior financial and operations executive with 25 years of progressive experience in establishing and leading global finance, sales operations, strategy, legal and HR teams at high-growth, hardware, manufacturing, and software…

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Taking Fintech to the Bank

Thursday, January 14 @ 4:00 pm - 5:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $35

Why is the finance industry getting disrupted? Which parts of the industry are most vulnerable? Who will do the disrupting? What technologies are most important and why? The talk will look at these questions and more and you will walk away with a holistic view of how finance and technology are colliding. Learning Objectives: understand why the finance industry is ripe for disruption become familiar with the technologies that are most likely to disrupt finance articulate a simple framework for…

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OKRs, Goals, and Why Start with Why

Tuesday, January 19 @ 3:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Non-Members
Free

OKAs, Goals, and Why Start with Why? With the growing popularity of OKRs and other formalized goal setting systems, why do many teams still report misunderstandings around goals and metrics? How is it that some teams can achieve their metrics but still feel unsuccessful? The simple answer is that OKRs, KPIs, and similar systems are tools that are only as effective as their users. If you are interested in a more useful answer, join us for a deeper look into…

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Member Mixer

Thursday, January 21 @ 4:00 pm
New Member Meetup Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
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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Chef’s Virtual Master Cooking Class – Crab cakes, herb aioli, celeriac salad & more

Tuesday, January 26 @ 5:00 pm - 6:00 pm
Special
Who should attend: Chapter Members Chapter Partners
$25 – $35

Please join us for a virtual Master Cooking Class. Menu: Lump Crab Cakes Apple Celeriac Salad herb aioli Dessert: Molten chocolate cake Orange  scented cream Download full menu with shopping list  Note: Registration closes January 15 at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you.                   Theo Rosenblatt is a professionally trained chef and wine connoisseur who resides in Las Vegas, Nevada. From a…

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Bay Area Real Estate Overview and Thoughts on Work From Home

Thursday, January 28 @ 12:00 pm - 1:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $35

Mark McGranahan and Robert Sammons of Cushman & Wakefield will give an overview of the Bay area real estate markets as of Q4 2020 as well as predictions as where the markets are going over the next 24 months. In addition, they will give commentary on Work From Home and their thoughts on what companies will be looking at doing in a post Covid environment. Learning Objectives: Current leasing rates around the Bay area How to predict future market moves…

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February 2021

Business Exit Planning Done Right: Increase Enterprise Value and Build Your Skill Set

Tuesday, February 2 @ 4:00 pm - 5:00 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Zoom in and listen to the experts discuss and identify value drivers, your best role in the process, what buyers look for and how to advise equity holders to prepare. By the end of the workshop, participants will: What is effective exit planning When is the optimal time to begin planning Avoiding common mistakes Why it’s important to see your business through “buyer’s eye” Speakers: Rich Gunn, CEPA, CPA Partner BPM Rich is a Certified Exit Planning Advisor (CEPA) and…

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Virtual Chocolate Making Class

Thursday, February 11 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$35

Silicon Valley Bank will ship each registrant a nice bottle of wine to drink with your chocolate! Chef Mike will mail each registrant a box of supplies and ingredients. Chef Mike will walk you through the tempering process and have you make your own chocolate candies.               By the end of the class you will have a full pound of chocolate candies to share with your family or hide all for yourself!!    …

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Maximizing Value from LinkedIn — It’s Changed – Have You?

Tuesday, February 16 @ 12:00 pm - 1:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Success on LinkedIn all starts with you – your personal brand, your authenticity, and your credibility. Learn how the changes on LinkedIn affect you. What was a great profile two years ago may no longer be enough to have a positive effect on viewers. Building relationships is still the key on LinkedIn but visual elements and activity are now a critical component in the new formula for success. In this practical and informative presentation, Sandra Clark, a Professional LinkedIn Coach…

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Panel Discussion: How sports teams are changing in COVID times

Thursday, February 18 @ 4:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $25

                    As COVID has disrupted the sports and entertainment industries, sports franchises have been forced to assess their business models. From the NBA bubble to the neutral site MLB playoffs, sports teams are trying different methods to protect their fans, players, and staff from the effects of COVID, while maintaining a profitable and engaging business model. Join us and leading professional sporting team financial executives for an engaging panel discussion of…

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CFO Fireside Chat: Greg Henry: From GE to Couchbase

Tuesday, February 23 @ 12:00 pm - 1:30 pm
Affinity CFO Fireside Chat
Who should attend: Chapter Members Chapter Partners
Free

Greg Henry will discuss his illustrious 25-year career, including his senior executive financial positions at GE. Speaker: Greg Henry CFO Couchbase Greg Henry is an established finance leader with more than 25 years of experience leading global growth and financial operations within the technology industry. His experience includes both living and working outside of the U.S. in various global, complex, and highly regulated environments, such as those within the manufacturing and more recently software/SAAS space. For the past four years,…

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Virtual Beer Tasting Event

Tuesday, February 23 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

Are you tired of tasting wine (we hope not), but to mix it up, please join us for a unique Beer Tasting Event, Hosted by Anderson Valley Brewing Company’s very own Kevin McGee (President/CEO) and Fal Allen (Brew Master).   We will be tasting four types of beer, which may be accompanied by the noted cheese pairing suggestions: Boont Amber -Brie (we recommend Harbison Cellar, Jasper Hill Farms) Boonville Gold (or Poleeko Pale Ale as an alternative) -Gouda (we recommend…

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How is Bias Impacting Your Bottom Line?

Thursday, February 25 @ 3:00 pm - 4:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

If you have a brain, you have bias. Come discover the hidden unconscious biases that impact your business and everyday activities. Learn disruption techniques to improve decision-making, strengthen employee relationships, and elevate company performance. By the end of the workshop, participants will: Deepen their understanding of Unconscious Bias. Understand how UB affects interactions & relationships. Understand the 5 most common cognitive biases in the workplace. Define and deliver mitigation strategies for each team. Speaker: Matthew Cahill President The Percipio Company…

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March 2021

FEISV & FEIAZ, Financial Officers Forum (FOF)

Friday, March 5 @ 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 – From Figure Skating to Finance: Day in the Life of a Portfolio Manager

Tuesday, March 9 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

Zoom in and learn from the accomplished experts. DATE:  Tuesday, March 9th @ 6:30 PM PLACE:  Virtual TOTAL COST:  FREE. Registration closes at 2pm the day of the event This session will provide an overview of the asset management industry and the day-to-day workflow as a portfolio manager. I will compare and contrast between asset management and other career paths and share more about her personal experiences. Some topics covered will include: What is asset management and how does it…

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The Cyber Threat Landscape in 2021 & Breach Prevention Guidelines

Thursday, March 11 @ 12:00 pm - 1:30 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $25

We are spending more time online than ever. Company data is more susceptible to hacking than any other point in history. Breach prevention is essential for maintaining cybersecurity. Learn about the 2021 cyber threat landscape so that you can make educated decisions for your companies.   Elvis M. Chan Supervisory Special Agent Squad CY-1, National Security FBI San Francisco Elvis Chan is a Supervisory Special Agent (SSA) with the FBI's San Francisco field office, where he manages a squad responsible…

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Future Proofing Your Tech Stack

Tuesday, March 16 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Is your tech stack ready to grow with your business in an era of rapid and accelerated transformation? Hear from Steve Jones, Technology Consulting Principal at RSM and former CEO and co-founder of Explore Consulting, as he shares his story of starting an ERP Consulting firm running 100% in the cloud, growing it to a team of 50, and then successfully selling it. Steve has evangelized the benefits of the cloud for more than 20 years, helping hundreds of organizations…

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The Climate Challenge: A Panel Discussion

Thursday, March 25 @ 4:30 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Climate change is the existential threat of our time. It affects not only our personal lives, but businesses as well. The Federal Reserve has identified climate change as an important factor in determining long term interest rates. Many large investment funds, including the University of California endowment fund, have divested their fossil fuel investments of more than $13 trillion to date. BlackRock Investments’ Larry Fink has stated that “climate change has become a defining factor in companies’ long term prospects”.…

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The New Labor Model for Finance: How Leading CFOs Are Sourcing Talent in the Digital Age

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

Future accounting and finance functions will be significantly different from the past, as will the staffing needs and demands they face. In response, the labor model will include multiple sources for skills and experience. How will these trends and factors such as robotics, automation and the human cloud impact management’s ability to create and maintain a competitive, agile workforce? How will they impact business models and labor pools? How might they impact your company? This presentation will cover these questions…

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Chef’s Virtual Master Cooking Class – Pan Seared Filet Mignon, Roasted Veggies, Chimichurri & Strawberry Rhubarb Crumble

Tuesday, March 30 @ 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 Seared Filet Mignon Roasted Veggies Chimichurri Strawberry Rhubarb Crumble Vanilla Whipped Cream Download Shopping list and full menu with instructions  Note: Registration closes March 17th at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you. Enjoy screenshots from our last cooking class with Theo:                            …

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April 2021

Wine Tasting with DeLille Cellars

Thursday, April 1 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

You will enjoy a personalized tasting in a virtual setting lead by Jay Soloff, co-founder of DeLille Cellars, who will take you on a journey of DeLille’s founding, the information and expansion of Washington State Wine Country, the select vineyards that DeLille sources from including its own Estate Vineyard Grand Ciel and of course the wines themselves. We will be tasting DeLille’s Rhone inspired bundle of 3 reds including the 2015 Maison Red Blend, 2018 Doyenne Syrah Blend and 2018…

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VC State of the Industry

Tuesday, April 6 @ 11:00 am - 12:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Please join PitchBook VC Analyst Kyle Stanford and Basant Kedia for an overview of US venture capital activity. This session will cover the following themes: Venture Capital investment trends including fundraising, deal flow and exit activity A 2020 vs 2021 comparison - how has the market changed from year to year? How COVID has impacted funding Speaker: Kyle Stanford VC Analyst PitchBook Kyle Stanford is a VC Analyst at PitchBook, where he covers nontraditional VC investment and contributes to quarterly…

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Women-in-Finance: Leading in a Diverse and Inclusive World

Thursday, April 8 @ 4:00 pm
Affinity Women in Finance
Who should attend: Chapter Members Chapter Partners

Joint Event -- Sponsored by the Women in Finance Groups of FEI SF Bay Area and FEI Silicon Valley                   Jim Rottman, Co-Founder and Practice Leader of AccelPeople, and Nancy Erba, CFO of Infinera, will discuss Leading in a Diverse and Inclusive World. As a Diversity & Inclusion expert, Jim will lead our discussion -- including what it means to be an inclusive leader, how to be an inclusive role model to…

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Contract modifications in the COVID-19 environment

Thursday, April 15 @ 4:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Contract Modifications in the COVID-19 Environment This session provides important reminders related to contract modifications and financial reporting considerations in the current environment. Objectives: Describe potential contract modifications for debt instruments, share-based payments, contracts with customers, and leases Recognize accounting-related issues for certain contract modification transactions Speakers: Amanda McCarty Audit Partner & Office Managing Partner, Silicon Valley Grant Thornton LLP Amanda is Grant Thornton’s Silicon Valley Office Managing Partner. She leads a team of audit, tax and advisory experts working…

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How to Achieve SPAC Success?

Tuesday, April 20 @ 4:00 pm - 5:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Special Purpose Acquisition Companies, or SPACs, have seen a resurgence in popularity since becoming all but extinct after the 2007-2008 financial crisis. These publicly-traded companies are formed with the sole purpose of raising capital to acquire one or more unspecified businesses. The management team that forms the SPAC (the “sponsor”) forms the entity and funds the offering expenses in exchange for founder’s shares. Although the COVID-19 pandemic has caused significant economic hardship for most, SPAC deals have accelerated at record-breaking…

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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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