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BDO Knows: Transaction Advisory Services

October 26, 2018

Stakes are high. Timelines are tight. Sound judgment and professional advice are a must. Having ready access to the full resources of an integrated global network and a team solely dedicated to transaction advisory can make all the difference.

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ASC 606 – The Aftermath

September 26, 2018

Most public companies have now adopted ASC 606 Revenue from Contracts with Customers. If you speak to any of these public companies that have already adopted, for many, especially in the Silicon Valley, was one of the most difficult new accounting standards to adopt and implement. While some fiscal year end public companies are still…

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CBIZ, How to Benchmark your Retirement Plan

April 22, 2018

Benchmarking your retirement plan to review the reasonableness of fees and expenses is a vital step plan sponsors must complete to properly manage their plan and put participants in the best place to retire.

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7 Strategies All Managers Can Use to Improve Communication Skills

April 2, 2018

Good managers are also good communicators. After all, it’s impossible to turn strategy into action unless you can connect with your staff — encouraging them, inspiring them and listening to their concerns. Unfortunately, not all managers are good managers. And the inability to be an effective leader can often stem from poor communication skills. In

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Finance Functions Evolve with Technology

April 2, 2018

A large volume of data coming from divergent sources flows through CFO departments; much of which is unstructured and overwhelming to assess. In the past, Finance teams would use the data to assist with financial reporting, yet in terms of analyseis for strategic purpose, the lack of uniformity is a tedious and time-consuming process. Machine

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Upcoming Events

Oct 29

Objectives and Key Results (OKRs) for Finance and Accounting

Thursday, October 29 @ 4:00 pm - 5:00 pm
Who should attend: Chapter Members Chapter Partners Non-Members

“Good ideas with great execution are how you make magic. And that’s where OKRs come in.”         –Larry Page, co-founder of Google You may have heard about Objectives and Key Results (OKRs) which were popularized by legendary investor John Doerr. So why do many leading companies swear by this goal-setting technique? Join

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Nov 06

Financial Officers Forum (FOF)

Friday, November 6 @ 12:00 pm - 1:00 pm
Who should attend: Anyone

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

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Nov 10

Rising Stars – Important Trends in Tech M&A Dealmaking

Tuesday, November 10 @ 6:30 pm - 7:30 pm
Who should attend: Chapter Partners Chapter Board Members Rising Stars

There are some interesting changes going on especially with private equity increasingly being a factor in M&A deals, including all types of technology. Used to be PE firms preferred more traditional industries, but now many PE firms specialize in rolling up software, med tech, data analytics, etc. Laser focused by sector. Also the rise of

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Nov 12

Virtual Wine Tasting

Thursday, November 12 @ 5:00 pm - 6:00 pm
Who should attend: Chapter Members Chapter Partners

Please join us for a virtual wine tasting with Sbragia Family Winery. 2016 Gamble Chardonnay (Napa Valley) and the 2014 Godspeed Cabernet Sauvignon (Mt. Veeder, Napa Valley). For $25 you’ll receive two amazing bottles of wine . Note: Registration closes October 22nd at 3pm so we can have time to ship your wine. A little

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Nov 19

Mitigating International Business Risk Through Due Diligence

Thursday, November 19 @ 4:00 pm - 5:00 pm
Who should attend: Chapter Members Chapter Partners Qualified Guests

There have been dozens of corporate scandals involving senior executives in the last few years; resulting in major fines and penalties from U.S. regulators. How do you protect your company, shareholders and employees from “bad actors”? What actions are you taking to protect your company’s board of directors from undue risk? Learning Objectives: In this

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Dec 03

Part 2 – SPAC – An Interview with Jonas Grossman

Thursday, December 3 @ 12:00 pm - 1:30 pm
Who should attend: Chapter Members Chapter Partners Qualified Guests

Join us for an interview with Jonas Grossman. Speaker: C. Craig Lilly Partner ReedSmith LLP Craig Lilly is a leading legal advisor for strategic and private equity clients on domestic and cross-border technology acquisitions, mergers, divestitures, SPACs, recapitalizations, consolidations, auctions, leveraged buyouts, and minority investments. Craig’s practice includes advising emerging technology companies on venture capital

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Dec 08

World Wise

Tuesday, December 8 @ 12:00 pm
Who should attend: Chapter Members Chapter Partners Non-Members

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

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