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June 2020

Connected Vehicles, Smart Cities, E-commerce Delivery – IoT & Mobility

Friday, June 19 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

What Keeps this all Working? Mobility Data Analytics Mobility Analytics is the science that gathers and analyses vast amounts of data generated by the movement of people, vehicles, goods and the infrastructure surrounding these, to provide valuable insights for a wide range of industries, including automotive,  e-commerce, transportation, logistics, and city design. Zoom in to hear the impressive story of former Chairman, Arif Janjua, Citilabs Inc. who, together with his team, led the management buyout of a predecessor company and…

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HOT TOPIC FRIDAY: In the age of remote work, have you become a multinational company by accident? Planning for compliance fallout

Friday, June 26 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Coronavirus lockdown requirements have forced a staggering number of companies to ask their employees to work from home. This widespread adoption of remote working will almost certainly normalize the practice for many multinational companies — and cultures — that had previously shunned it. Many employees will in turn want to continue working from home so they can achieve greater work-life balance, live in desirable areas, and get other associated benefits. Much of the available guidance on implementing remote-work policies and…

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July 2020

Women on Board

Tuesday, July 7 @ 12:00 pm - 1:30 pm
Affinity Women in Finance
Who should attend: Anyone
Free

Zoom into the conversation which will be around getting senior women financial board ready, the risk and rewards, training and experience required to be an impact person on the board. Introduction to Global Advisors for How women Lead (WLW) organization. Learning Objective Understanding California Board Diversity rules Experience required to be a Woman Board member First Steps towards your Board Journey The session will be followed by Q&A with participants. Speaker: Julie Castro Abrams Co-Founder BoardLeaders.com Julie Castro Abrams is…

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New Member Meetup

Tuesday, July 7 @ 4:00 pm - 5:00 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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HOT TOPIC FRIDAY: COVID-19: The Impact on Retirement Plans

Friday, July 10 @ 12:00 pm - 1:00 pm
Hot Topic Fridays
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Learn how the CARES Act impacts both defined benefit and contribution plans, legislative updates, potential options for your organization to minimize effects to your business, and important considerations and actions to take next. Speaker: Pete Ravani, CFP, AIF Vice President Pete is a vice president at CBIZ Retirement Plan Services and is associated with CBIZ Investment Advisory Services as a financial advisor. He works with plan sponsors to help them meet their organization's retirement plan goals and manage the personal…

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M&A Transaction Readiness

Tuesday, July 14 @ 12:00 pm - 1:00 pm
Virtual Luncheons
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Zoom in to hear the experts discuss what they’re seeing in the M&A market, post-Covid 19, what sectors are still active in M&A (hint: big tech is actively shopping and closing acquisitions!), and how you should prepare your company to be ready for sale – even if you’re not currently planning to sell. Learning Objectives: How to Prepare a Company for M&A – whether or not there are plans to sell in the near term. Why it is best to…

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Return-to-Work Screening and Contact Tracing Using Emojot

Friday, July 17 @ 12:00 pm - 1:00 pm
Hot Topic Fridays Virtual Luncheons
Who should attend: Anyone
Free

As your company prepares for some or all of your workforce to return to the office, you need to implement practical Return-to-Work procedures to ensure safety for all employees and compliance to local and country government regulations. There is no reason to re-invent the wheel. Come to a highly interactive session led by Ron Yu, an executive coach and Platinum Partner with FEISV, as he shares examples of how global companies are automating real-time safety screening and contact tracing using…

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VIRTUAL WINE TASTING

Thursday, July 23 @ 4:30 pm - 6:00 pm
Affinity Wine Tasting
Who should attend: Anyone
$25

Join us for an hour of wine and conversation with SVB’s wine division Managing Director and wine connoisseur Greg Gregory. For $25 you’ll receive two amazing bottles of wine from Flanagan Wines. We’ll enjoy conversation together as we swirl, sip, and learn about Flanagan Wines and California’s wine country. Chardonnay and Pinot Noir lovers, we have two very special wines that have only been available in 3 Star Michelin restaurants throughout the U.S. Our good friend, Eric Flanagan, of Flanagan…

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The Outlook for the US Economy

Friday, July 31 @ 12:00 pm - 1:00 pm
Hot Topic Fridays Virtual Luncheons
Who should attend: Anyone
Free

As governments shut down businesses and consumers to contain COIVD, the effects on the economy weren’t simply unprecedented, they were something we have never seen before. Countless records of economic data were smashed not by a few percentage points, but by thousands of percentage points. The damage to the labor market in particular has been of critical importance. While government responses to tide over employees and consumers have helped, a sharp rebound in the demand for labor looks tenuous, and…

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August 2020

Chapter Strategy and Planning Session

Wednesday, August 5 @ 4:00 pm - 5:00 pm
Board Meeting Special
Who should attend: Chapter Members Chapter Partners
Free

On Wednesday, August 5th at 4:00 pm, we will be holding a Strategy and Planning Session. We want to hear your creative ideas on how we can build upon and enhance the virtual programs we have pioneered, in lieu of our in-person gatherings. So far your Leadership team has created several types of virtual networking and educational events, to learn and keep us all connected. Please join this meeting to share your ideas for our virtual events as we plan…

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Fireside Chat with Shellye Archambeau

Tuesday, August 11 @ 4:00 pm
Monthly Program
Who should attend: Chapter Members Chapter Partners
Free – $50.00

Will discuss her remarkable career, lessons learned and advice for breaking into the C-Suite and boardroom. Learning Objectives: Strengthening your brand and visibility The impact of being intentional Building a valuable network Click here to Pre-order Shellye's book Speaker: Shellye Archambeau: Fortune 500 board member, Former CEO of MetricStream, Advisor and Author Ms. Archambeau is an experienced CEO and Board Director with a track record of accomplishments building brands, high performance teams, and organizations. Ms. Archambeau currently serves on the…

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Triads – Grab a cocktail and share your funniest Zoom moment

Friday, August 14 @ 4:00 pm - 5:00 pm
Triads
Who should attend: Chapter Members Chapter Partners
Free

Interconnecting during social distancing Foster friendships and connections with fellow FEI members by joining “triads” – designed to create deeper and intimate member-driven discussions between 2-3 other members. Sign up now to join fellow members in discussing current trends and topics.

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Triads – Are you/your company ready to go back to work?

Wednesday, August 19 @ 4:00 pm - 5:00 pm
Triads
Who should attend: Chapter Members Chapter Partners
Free

Interconnecting during social distancing Foster friendships and connections with fellow FEI members by joining “triads” – designed to create deeper and intimate member-driven discussions between 2-3 other members. Sign up now to join fellow members in discussing current trends and topics.

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Rising Stars Welcome Event

Thursday, August 20 @ 6:00 pm - 7:00 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Rising Stars
Free

Rising Stars Welcome Zoom in, you won't want to miss this fun event! President of Rising Stars Advisory Board, Alex Kiani and 2019 CFO of the Year, Ken Purfey, will lead a Zoom introduction of the newest FEISV Rising Stars. Alex and Ken will explain what FEI and the Rising Stars Program are, and the benefits of being involved with this resourceful organization. Everyone in the group will have an opportunity to introduce themselves and share where they went to…

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Triads – When will things be back to “normal”?

Tuesday, August 25 @ 12:00 pm - 1:00 pm
Triads
Who should attend: Chapter Members Chapter Partners
Free

Interconnecting during social distancing Foster friendships and connections with fellow FEI members by joining “triads” – designed to create deeper and intimate member-driven discussions between 2-3 other members. Sign up now to join fellow members in discussing current trends and topics.

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September 2020

Texas Hold’em Tournament

Tuesday, September 1 @ 5:30 pm - 9:00 pm
Fund Raiser Texas Hold'em Tournament
Who should attend: Anyone
$50

Please join us for FEI-SV’s first ever online Texas Hold’ em Tournament on Tuesday, September 1, 2020. One-half of the net proceeds will go to support the FEI-Silicon Valley scholarship fund to support finance students at five local universities. Details: Zoom room opens at 5:30PM. Practice tables will be set up for players to understand the poker application. No registration is required to use the application.  We will start the tournament at promptly at 6 PM. $50 buy-in, due upon…

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Rising Stars – The Art and Science of 409a Valuation

Tuesday, September 8 @ 6:30 pm - 8:00 pm
Rising Stars
Who should attend: Rising Stars Anyone
Free

The Art and Science of 409a Valuation Zoom in and hear the experts! Speakers: Petra Loer Valuation Partner Andersen Petra Loer is a member of the Valuation Services Group at Andersen in San Francisco. Her experience includes the valuation of closely held businesses, business interests, intangible assets, intellectual property, debt instruments, and derivatives. These engagements span a variety of purposes, including financial reporting, tax planning and reporting, mergers and acquisitions, litigation support, strategic planning, and restructuring.   Christy Peterson Valuation…

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Virtual Wine Tasting

Wednesday, September 9 @ 5:00 pm - 6:00 pm
Affinity Wine Tasting
Who should attend: Chapter Members Chapter Partners
$25

Please join us for a virtual wine tasting with Chris Madrigal, the founder's grandson, and vintner of the Madrigal Family Winery, for their 2016 "Nuestra Sangre" Red Wine and 2015 Estate Petite Sirah. These wines are not available in the stores and were limited productions. However, you will have the ability to order at a discount after the event. For $25 you’ll receive two amazing bottles of wine .     Read more about these wines. 2016 Nuestra-Sangre 2015 Petite-Sirah…

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Fireside Chat: Demystifying India’s New Digital Taxes

Friday, September 11 @ 12:00 pm - 1:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Anshu Khanna in a fireside chat with Laura Wylie discussing the global landscape of digital taxes, India’s recent and unexpected updates to its equalization levy, India’s unilateral efforts to tax the digital economy, key concerns for global technology companies, and practical suggestions for how to prepare and respond. Learning objectives: Discuss evolving global digital tax landscape with India’s stance Describe the Equalization Levy/ Digital Taxation of India and what type of clients this taxation applies to; Identify key concerns for…

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The State of the Economy

Tuesday, September 15 @ 4:30 pm - 5:30 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $50

RSM Deputy Chief Economist Kevin Depew will discuss the outlook for the US economy as the world continues to deal with the economic impact of Covid-19. Business executives and decision makers with an interest in the real economy and financial markets will benefit from this discussion. Expect to learn the outlook for the labor market, interest rates, inflation and the path to recovery for the economy Speaker: Kevin Depew Deputy Chief Economist, National Industry Analyst Leader, RSM US LLP Kevin…

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Special Purpose Acquisition Companies: The Rising Asset Class of Equity Markets

Friday, September 18 @ 12:00 pm - 1:00 pm
Hot Topic Fridays Virtual Luncheons
Who should attend: Anyone
Free

SPACs are gaining momentum. They are shaking off their reputation and becoming the hottest asset class in equity markets. But what are the risks, complexities, and challenges associated with SPACs? During this Hot Topic Friday you will have the opportunity to learn more about: Why SPACs are increasing in popularity Key Trends to Consider SPAC structure Risks, complexities, and tradeoffs Transaction considerations and challenges Attendees will have the chance to ask questions and interact with speakers during this Hot Topic…

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Covid: Where Finance and Program Intersect

Tuesday, September 22 @ 12:00 pm - 1:00 pm
Affinity Non-Profit
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

How does a local non-profit service organization pivot to respond to the unthinkable? The Covid-19 pandemic was no surprise to organizations working in the infectious disease arena. None-the-less, even they were not prepared for the worst combination of worldwide crises in literally a century. Community based organizations arise to address unmet needs on a local level. Yet they have been faced with the challenges of both health and economic crises of national scope. How can they combine their financial tools…

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INTELLECTUAL CAPITAL: Connecting the Financial and IP Communities

Thursday, September 24 @ 12:00 pm - 1:30 pm
Special
Who should attend: Chapter Members Chapter Partners Non-Members

The Silicon Valley Chapters of LES and the Financial Executives International are pleased to co-present an interactive webinar. Registration Fee is complimentary. A webinar link will be sent after your registration. FEI Silicon Valley and the Licensing Executives Society USA/Canada-Silicon Valley invite you to participate in a groundbreaking interactive webinar on the integration of Corporate Finance and IP Management. PROGRAM: A panel of seasoned professionals will discuss a number of Intellectual Capital (IC) intersection areas including: Identifying the relevant categories…

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The Illusion of Asian Success

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

We will Analyze Bay Area Silicon Valley glass ceiling: A quantitative review;
Explore various dimensions of national culture;
Understand your personal leadership acumen: East and West.

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October 2020

How Machine-Readable Data and Artificial Intelligence Impact the Work and Careers of Financial Executives

Thursday, October 1 @ 4:00 pm - 5:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $50

Joseph Howell, co-founder of Workiva (NYSE: WK), will discuss how machine-readable data and artificial intelligence are changing accounting and financial reporting forever. Workiva provides financial reporting software as a service to over 3,500 customers in 180 countries, including 75 percent of the Fortune 500, the U.S. Government, state and local governments, Joe will also share his experience building a business as a "former" financial executive and what really happens in Sales and Marketing that the finance and accounting teams rarely…

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Part 1 – The 2020 SPAC Revolution

Wednesday, October 7 @ 4:00 pm - 5:00 pm
Affinity Transactions
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

SPACs or “special purpose acquisition corporations” have greatly impacted the 2020 IPO market because they are more efficient, quicker and less expensive than IPOs, and they are less linked to market timing. Seventy (70) SPACs have accounted for approximately 40% of US IPO filings and raised over $31 billion during 2020 (versus 59 SPACs in 2019 which raised $13.6B). We will explore the changing dynamics of SPACs, and their influence on capital and M&A markets. Basics of SPACs Market Trends…

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Cyber Risk, an actionable perspective for the CFO

Tuesday, October 13 @ 4:00 pm - 5:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

We will discuss case studies, types of attacks in various verticals. How it happened; the outcome and costs; what could have prevented it, what the entity is doing moving forward. How to acquire cyber protection; which solutions are right for your organization; the costs of hiring vs outsourcing. We will do a live exercise: Filing out the NIST five functions diagram with case specific solutions. Learning Objectives: Cyber Risk - What is it and Why You Should Care How to…

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Rising Stars – Virtual Escape Experience 

Tuesday, October 13 @ 5:30 pm
Rising Stars
Who should attend: Chapter Partners Chapter Board Members Rising Stars
Free

A new Rising Stars Activity, October 13th @ 5:30 PM Virtual Escape Experience Please note, this is a first come first serve basis.  Limited to 12 people (8 Rising Stars and 4 FEI Members), we will keep a waiting list. The most advanced remote team building escape game. Incorporating a virtual assistant, remote controllable props, live host over video conference, and puzzles in the real world & the digital world. Moonshot is the only massive remote team escape experience on…

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New Member Meetup

Thursday, October 15 @ 4:00 am - 5:00 am
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 – Thai inspired – Family Style

Thursday, October 22 @ 4:30 pm - 5:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$25 – $35

Please join us for a virtual Master Cooking Class. Family Style Presentation of a Thai Style Meal Coconut Soup | Shrimp | Kaffir Lime Leaf Pan Fried Fish | Nam Jim (garlic, chili, lime sauce) Wok Tossed Greens Black Rice | Coconut Milk Download full menu with shopping list, click "Experience Packet 10.22.20" Experience Packet 10.22.20   Theo Rosenblatt is a professionally trained chef and wine connoisseur who resides in Las Vegas, Nevada. From a young age, Rosenblatt developed a…

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