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November 2021

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

Tuesday, 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

Thursday, 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

Thursday, 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

Tuesday, 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

Thursday, 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

Wednesday, 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

Thursday, 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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During Uncertainty, How do CFOs and Investors Use Metrics

Tuesday, January 25 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A constant discussion is around what metrics should you use to guide executive decision making, informing the board, and new fundraising. All the more so with much uncertainty in the market. This FEI Silicon Valley discussion will revolve around what are those metrics, and how do you build consensus in determining, creating, and presenting them. Learning objectives: • What metrics should you show by stage • How do you create the culture and process to produce those metrics • How…

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Virtual Sake Tasting

Thursday, January 27 @ 6:00 pm - 7:30 pm
Affinity Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Join Monica Samuels, sake samurai and one of the country’s foremost experts on sake, for an interactive tasting of four premium sake from top producing regions throughout Japan. You’ll learn about how to taste properly, recognize main styles of sake, and how to pair with different foods. Participants will receive educational materials along with the 4 sake, and a 15% discount for ordering sake in the future.                          …

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Rising Stars Board Meeting

Friday, January 28 @ 6:30 pm - 8:30 pm
Circles Rising Stars
Who should attend: Rising Stars
Free

Happy New Year Team! I want to start this year off strong and align on some Q1 goals. We will be reviewing plans for upcoming events, ironing out role responsibilities, discussing scholarships, and how Rising Stars can collaborate and interface more with FEI Members. Please join us! If you have any questions, please reach out to Amanda Le at 408-300-2019. Event Details: Friday, January 28, 2022 6:30 PM - 8:30 PM

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February 2022

401(k) & Retirement Plan Fiduciary Responsibility — What CFOs Don’t Know Can Hurt Them

Tuesday, February 22 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

In an ever competitive and litigious business environment, the CFO is often put in the role of serving as a business’ retirement plan fiduciary. Please join Daniel Notto, Managing Director of J.P. Morgan Asset Management, to understand the role and responsibilities of the plan fiduciary, as well as recent developments related to plans and uncertainties. Topics to be covered include key areas the Department of Labor focuses on during an audit of a plan, as well as an update on…

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March 2022

Rising Stars: Important Trends in Tech M&A Dealmaking

Wednesday, March 2 @ 6:30 pm - 8:00 pm
Rising Stars
Free

2021 and 2020 were record years for Tech M&A, with several important trends emerging. While large strategic acquirers have fueled much of this activity, Private Equity has emerged as a major force in the tech M&A market. Used to be that Private Equity preferred more traditional industries, but recently PE has discovered tech M&A, with many specialized funds rolling up sectors such as software, med tech, cloud and data analytics. SPACs or special-purpose (publicly-listed) acquisition companies were a hot trend…

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FEISV & FEIAZ, Financial Officers Forum

Friday, March 4 @ 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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In-person Dinner with Economist

Tuesday, March 15 @ 5:30 pm - 8:30 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 – Back to the Future Economic Update from J.P. Morgan Senior Economist, Jim Glassman Drinks and networking on the rooftop! Dinner with the speaker in the ballroom. Weather permitting, dress accordingly! We'll go inside to sit down for dinner with social distancing. Hosted by:             Registration closes Monday, March 14th at 6pm        …

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Virtual Wine Tasting with Markham Vineyards

Thursday, March 24 @ 5:00 pm
Wine Tasting
$35

Markham is one of Napa Valley’s longest-continually-run wineries that honors the heritage of this remarkable wine growing region with every grape grown, every wine bottled, and every sip savored. Merlot is the flagship wine at Markham but do not overlook other favorites including their Rose of Pinot Noir and their Cabernet Sauvignon. The Story of Markham From our historic stone cellar to a cannon in our vineyard to benchmark Merlot, our story is built on chasing dreams, taking risks and…

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April 2022

Interest Rate and Economic Outlook for 2022

Thursday, April 14 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

After years of unprecedented fiscal stimulus, expectations are that interest rates will increase in 2022. Please join us for an hour with the West Coast leader of MUFG’s Interest Rate Solutions team to discuss the outlook for the rate increases and the expectations for the economy. Steve Russell will bring insight from the MUFG chief economist around the factors that will drive the Fed’s decision and the potential impacts of the coming increase in interest rates. Learning Objectives: 1. Gain…

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Building Customer Trust by Addressing the Multi-Cloud Security Risk & Compliance Puzzle

Tuesday, April 19 @ 5:30 pm - 8:30 pm
Keynote
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free – $110

Customers increasingly expect cloud-based businesses to attain security compliance certifications to demonstrate that their SaaS offerings comply with various global government regulations and industry standards. Prasant Vadlamudi (Cisco and Adobe) and Frank Teruel (Mitek Systems, ThreatMetrix and Adara) will share their experience from companies large and small on how they have addressed the objective of building customer trust. Here are some of the areas they will address: Current trends of compliance requirements. Customer view and certifications needed to meet market objectives…

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Virtual Wine Tasting with Jordan Vineyard and Winery

Thursday, April 28 @ 5:00 pm
Wine Tasting
$25

Jordan Vineyard & Winery was inspired by the great wine estates of France and created as an homage to the timeless connection between food, wine, and hospitality. Founders Tom and Sally Jordan were maverick pioneers with a unique vision. They wanted to be the first to create a Bordeaux-style California cabernet sauvignon that was approachable while young yet would age gracefully. The couple set a standard for American wine quality and wine country hospitality—a top standard that is still held…

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May 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, May 6 @ 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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Tips for Success in Your First 90 Days as a CFO

Thursday, May 12 @ 12:00 pm - 1:30 pm
Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Whether you're planning for your First CFO role or your next one, this engaging presentation recaps the 4 pillars for success in your First 90 Days as CFO and provides actionable insights from an Executive Coach who works almost exclusively with CFOs and senior Finance leaders. Highlights include: 9 Things you must DO in your First 90 Days 8 Pitfalls to AVOID in your First 90 Days Milestone Samples: Day 30, 60, 90 10 ways CFOs self-sabotage. (And if you're…

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How a DEI Program can boost your culture (and thus improve your company’s performance)

Tuesday, May 17 @ 5:30 pm - 8:00 pm
Keynote
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

From the perspective of a DEI practitioner and creator of a DEI Program for the largest pension plan in the country, this is a practical discussion of how the implementation of our program impacts our culture and reverberates throughout our organization. Speaker: Marlene Timberlake D’Adamo Chief Diversity, Equity, and Inclusion Officer Marlene Timberlake D'Adamo was named CalPERS first Chief Diversity, Equity and Inclusion Officer in June 2021. She works across the organization and the Investment Office to foster a culture…

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Virtual Wine Tasting with SIMI Winery

Thursday, May 26 @ 5:00 pm - 6:30 pm
Wine Tasting
$35

Hard work and persistence have been a way of life for SIMI since 1876. SIMI’s mindset and success is attributed to Isabelle Simi, who steered the winery with defiant determination for over 70 years. Isabelle took over the management of the Winery in 1904 at the age of 18 after both her father and uncle died suddenly that same year. Join us to learn how Isabelle’s business savvy through Prohibition helped saved the winery that eventually led to their celebration…

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June 2022

Emotional Intelligence: Retaining and Fine Tuning your Team

Thursday, June 2 @ 12:00 pm - 1:15 pm
Leadership Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Emotional Intelligence (EI) is a dynamic framework that enables managers and leaders to connect, motivate, and retain high performing teams. This presentation looks at EI from a practical perspective that can equip you with tools to build relationships, earn employee trust, and gain insight into team activities. Join us and learn strategies that you can begin using immediately as an Emotionally Intelligent leader. Learning Objectives: Describe the components that blend to make up a person’s Emotional Intelligence Recognize Emotionally Intelligent…

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Remote Work: Dream for Some Workers, Tax Nightmare for Payors?

Tuesday, June 7 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A discussion of hidden (and not so hidden) exposures that employers and other payors of compensation face when allowing workers to perform services in locations of their choice, including other states and countries. Will include unique considerations for federal, state, social security, and foreign payroll and compensation purposes. After completing this training, participants should be able to: Consider protocol for identifying remote workers’ ‘tax homes’ for classification of travel-related payments as compensatory Identify unique differences between U.S. persons and nonresident…

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Wine Tasting with The Family Coppola – Part II

Thursday, June 23 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

If you joined us for the first event with the Family Coppola, you may recall that we tasted some of Francis Ford’s favorite wines including the Archimedes that pays homage to Francis’s Uncle. In Part II, the virtual tasting includes three different wines including two from the Francis Coppola Reserve collection; 2019 Viognier and 2017 Petite Sirah. The third wine, 2017 Eleanor, is one which Francis honors his wife after fifty years of marriage. Join us for what is sure…

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July 2022

FEISV & FEIAZ, Financial Officers Forum

Friday, July 1 @ 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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