In this issue
FEISV Chapter Newsletter | July 23, 2024 
FEI Silicon Valley Events
08/27 - Annual FEISV’s Women CFOs Of The Year Awards
09/15 - Lunch And San Francisco Giants Vs San Diego Padres Game
09/17 - Restructuring, Minimizing Risk & Tax Implications | Alliant Insurance Services, Andersen & Reed Smith
Partners & Other Chapter Events
07/30 - South of SF Local Pod In-Person Social Event at Pinstripes | FEI San Francisco
08/08 - Q3 2024 Quarterly Sustainability Webcast | FEI
08/14 - Q3 2024 Quarterly Sustainability Webcast Replay | FEI
08/15 - Accelerating the Financial Close | FEI
Trending News in FEI
What an incredible week it has been for FEI Silicon Valley (FEISV). We are still buzzing from our launch of The Strategic CFO podcast last week...and apparently, many of you are, too! It's no wonder why the first three episodes of this pioneering podcast have been such a resounding success. We've been privileged to hear Jan Robertson sit down with some fascinating guests, diving deep into thought-provoking topics.
For instance, you need to check out our episode on Demystifying AI with Glenn Gow. In this espisode, Glenn deliver a wake-up call for CFOs: Embrace AI now or risk being left behind! Glenn shares real-world examples of how AI is driving efficiency andstrategic advantage, while warning of the dangers of falling behind tech-savvy competitors.
Listen to Jan Robertson chat with Glenn Gow. Also, check out episodes with Betty Yee on Future-Proofing Caflironia and Christine Russell on rising through the ranks through the power of "yes."
Download or stream any time: The Strategic CFO
Welcome to New FEISV Marquee Partner - BMO
We are very excited to welcome our newest Marquee Partner to FEI Silicon Valley. Please join us in welcoming BMO to our Chapter!
CONTACTS:
Alexis Babb (pronouns: she/her)
Director and Market Leader| South Bay and Peninsula
BMO Commercial Banking | Diversified Industries Group
95 S. Market Street, Suite 100, San Jose, CA 95113
[email protected] | (408) 781-3190
Welcome to New FEISV Member
We are so excited to welcome the newest Member to FEI Silicon Valley (FEISV). Please join us in welcoming Elizabeth Loar, Chief Financial Officer, to our Chapter.
Elizabeth has served as CFO for Indico Data, Gravitee, and SnapLogic. She earned a Bachelor of Science in Business from the UC Berkeley Haas School of Business and an MBA from the Tuck School of Business at Dartmouth.
Join us for the Biggest Night of the Summer!
Don't miss out on the most inspiring event of the year for finance professionals! The 2nd Annual Women CFOs of the Year Awards celebrates the outstanding achievements of women leaders in accounting and finance. Last year's inaugural event was a monumental success, and this year promises to surpass all expectations!
This exclusive ceremony is your chance to network with the brightest minds in the industry while enjoying an exquisite dinner at the breathtaking Green Hills Golf & Country Club.
Be part of the only annual awards ceremony dedicated to recognizing women CFOs across four prestigious categories. These exceptional leaders have not only excelled in their roles but have also inspired and motivated countless others in the field.
The evening will be filled with opportunities to connect with industry peers, potential mentors, and visionaries who are shaping the future of finance.
As we honor these remarkable women, you'll gain invaluable insights and inspiration to fuel your own career aspirations. The stories of perseverance, innovation, and leadership shared at this event are sure to leave a lasting impact on all attendees!
Annual FEISV's Women CFOs Of The Year Awards will be held at the Green Hills Golf & Country Club in Millbrae on Tuesday, August 27th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Other FEI Members: $150 | Non-Members: $200 | Registration: Here
Nominate Yourself or Someone Else for FEISV's 2024 Women CFOs of the Year
Remember, nominations are open for the prestigious 2nd Annual Women's CFO of the Year Awards! This prestigious event is set to commence on August 27th at the awe-inspiring Green Hills Golf & Country Club. This is your chance to shine a spotlight on exceptional female CFOs, including yourself, who have exemplified leadership, innovation, and excellence in their roles.
To nominate a deserving candidate, please ensure to submit their headshot, a brief bio (max 175 words), and the completed questionnaire to [email protected]. The deadline for submissions is August 9, 2024.
Eligible nominees must have served as a sitting CFO for at least one year, with previous winners being ineligible for nomination. Rest assured, all information provided in the questionnaire will be handled with the utmost confidentiality and used solely for the judging process.
Attached to this email, you will find all the necessary details, including sponsorship opportunities that can elevate your brand's visibility while supporting this empowering initiative.
Let's come together to applaud the achievements of remarkable women shaping the future of finance.
How Professional Employer Organization (PEO) Pricing Works
If you're considering entering into an agreement with a professional employer organization (PEO), chances are you have questions about how PEO pricing works.
As a solution that helps you consolidate your employer overhead, minimize your risks, and manage your workforce more efficiently, PEOs price their services according to:
- The value they will deliver to your company
- The amount of HR-related risk the PEO is assuming under their agreement
When you inquire about how the PEO prices its services, it's wise to approach your conversations with the following information in mind:
- How much does it already cost you to handle the services the PEO is offering to take on?
- What kind of help do you value most?
- What are you willing to pay for that support?
To help you understand how PEO pricing works, think about these items first. Learn more. Read How Professional Employer Organization (PEO) Pricing Works via our Gold Partners at Insperity.
FEISV Member of the Week
Sunitha Anand is the Founder/CEO of AddsVal CPAs & Advisory, a top-notch accounting and tax services tailored to meet the unique needs of businesses and individuals. Sunitha is a Member of The CFO Leadership Council and Financial Women of San Francisco while also serving as a part-time Treasurer for BNI Global.
Sunitha earned a Bachelor of Commerce in Accounting and Finance from the University of Madras and finished her schooling at the University of Wisconsin-Milwaukee.
FEISV Partner of the Week
At Insperity, it's not just HR outsourcing; it's HR that makes a difference. ™
Since 1986, Insperity's mission has been to help businesses succeed so communities prosper. Their comprehensive, scalable HR solutions offer an optimal blend of service and technology to facilitate growth by streamlining processes related to payroll, benefits, talent management, and HR compliance.
Insperity provides the tools to help you lighten your administrative load, maximize productivity, and manage risks – so you can focus on growth.
Because that's what it means to have a true HR partner.
CONTACTS:
William Roberts
Business Performance Advisor
Office: 925.287.4676 | Mobile: 925.382.4402
[email protected]
Janna Hathaway
Certified Business Performance Advisor Insperity
(408) 689-4957
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
