2023-09-12 FEISV Chapter Newsletter 
Your Guests Save $100 for Women CFOs of the Year Awards
Your guests can save $100 if they register by September 15, 2023, to attend FEI Silicon Valley's 1st annual Women CFOs of the Year Awards at the Green Hills County Club. Details below!
Upcoming Events
09/05 - Maximizing Financial Stability: Credit Insurance Strategies For Financial Executives And CFOs In Turbulent Times
09/08 - Financial Officers Forum
09/12- What Organizations Actually Need To Know About Artificial Intelligence (AI), ChatGPT, and More
09/13 - M&A In Logistics Technology
09/14 - EB Local Pod Social
09/19 - FEISV's Women CFOs Of The Year Awards
09/28 - SSF Local Pod Social
10/06 - Fleet Week Air Show & Lunch Cruise Aboard The San Francisco Belle (Tickets are limited. Register ASAP)
10/12 - North Bay Pod Social - More info to come!
10/25 - Oktoberfest
10/17 - Unleash The Power Of AI For Your Business
10/26 - SF Local Pod Social
11/07 - EB Local Pod Social
11/15 - How to Elevate and Position Yourself for the First Paid Board Seat
11/28 - SSF Local Pod Social -- Special Wine Tasting Event
Trending News in FEI
Networking is an essential tool for financial executives and CFOs, providing a platform to connect with industry peers, partners, investors, banks, and clients. In the dynamic world of finance, networking can lead to new opportunities, solutions to complex problems, and professional development. Networking is integral for both individual success and the growth of the company.
The diversity and density of industries in Silicon Valley create a vibrant ecosystem where finance professionals can engage with leaders from various sectors, fostering interdisciplinary understanding and collaboration. Networking in Silicon Valley not only expands your professional circle but also provides insights into emerging trends, technologies, and business practices.
Financial Executives International Silicon Valley (FEISV) events are an excellent platform to start the networking journey. These events range from monthly dinner programs and quarterly Financial Officers Forums to virtual webinars, giving members a broad spectrum of opportunities to connect and learn. The informal settings of Topgolf, wine tastings, Oktoberfest, and Giants games offer relaxed environments for building meaningful relationships.
Bringing colleagues or peers to these FEISV events can be mutually beneficial. It allows them to tap into your network, thereby expanding their own, and it also introduces new perspectives and ideas to the group. Moreover, inviting guests to upcoming events can further enrich the community, making each gathering a hub for knowledge exchange, problem-solving, and camaraderie!
Women CFOs of the Year Awards - NEXT WEEK
Get ready for a night of recognition and inspiration at the first-ever FEISV Women CFOs of the Year Awards, set against the backdrop of the stunning Green Hills Country Club in Millbrae. Known for its breathtaking views and championship golf course, Green Hills offers an idyllic setting for celebrating such a historic event that acknowledges outstanding financial leadership.
The event kicks off with networking at 5:30 pm, followed by dinner at 6:00 pm, then the much-anticipated awards ceremony at 7:00 pm. Cap off the night with more networking opportunities at 8:15 pm.
Say you were they were for this inaugural event. Don't miss out on the opportunity to share this unforgettable evening at the FEISV Women CFOs of the Year Awards with a guest! Secure your spot and your guests by Friday, September 15, 2023, and they will enjoy $100 off an FEISV Membership. There's no better time to introduce someone to FEISV!
FEISV's Women CFOs of the Year will be held at the Green Hills Golf & Country Club on Tuesday, September 19th, from 5:30 pm - 8:30 pm Pacific.
FEISV Members & Partners: Free | FEI Members & Non-Members: $155 | Registration: Here
M&A In Logistics Technology At Reed Smith - TOMORROW
Please join us to hear the remarkable story of how two co-founders created, built, and successfully sold their last-mile delivery logistics company from start to exit in four years. Their tech-enabled company, Inland Logistics, grew to serve top 100 e-retailers and top US metropolitan areas, delivering 2 million packages/month in 14 States. The company was sold to a strategic buyer in March 2023.
We will hear from Robert Labatt, Co-Founder and Co-CEO of Inland Logistics. Robert has experience leading strategy, business development, VC raises, M&A, product management, operations, and building high-volume platforms (100M+ users) at startups and multinational corporations.
In addition, we will hear from Craig Lilly, Partner for our Gold Partners Reed Smith and FEISV Partner Contact. Craig's practice includes advising emerging technology companies on venture capital financings, corporate governance, public offerings, and joint ventures. He also represents fund sponsors in connection with structuring and organizing investment funds, parallel investment vehicles, and offshore funds.
M&A In Logistics Technology will be tomorrow at Reed Smith in Palo Alto, from 4:30 pm - 6:30 pm Pacific.
FEISV Members & Partners, FEI Members, and Non-Members: Free | Registration: Here
Welcome to New FEISV Gold Partners
We would like to take a moment to acknowledge and welcome our newest Gold Partners to FEISV. Please join us in welcoming CCW Business Solutions!
CCW Business Solutions helps US technology companies expand their operations globally. As part of Crowe Global, the world's 8th largest audit, tax, and advisory firm, CCW Business Solutions leverages their global network to provide our clients with seamless service through a centralized service team, making it easy to manage multiple international locations.
Services include:
- International entity formation
- International HR services, including employment contracts, stock option agreements, and employee benefits
- International payroll services
- International accounting services
- International tax
- International compliance services
Companies we have worked with over the years have included Slack, Okta, Asana, Brightroll, ClassPass, Docker, Exabeam, Hotel Tonight, Nutanix, and Tanium.
CONTACT:
Stephen Wares
Vice President, Business Development
228 Hamilton Ave, 3rd Floor
Palo Alto, CA 94301
[email protected]
650 690 0508
How Regulation is Shaping Fintech Innovation and Vice Versa
Jenny Lee, Partner for our Gold Partners at Reed Smith, recently hosted their latest episode of their FinReg Focus podcast. Jenny spoke with Jonah Krane, partner at Klaros Group, about the hottest topics in fintech regulation, including how regulators can be more innovative when drafting their regulations.
They discussed the latest interagency guidance on bank-fintech partnerships, the CFPB's innovation office, open banking, and consumer data access, and how the Volcker rule ended up being 1,000 pages. They also cover how a principles-based approach to regulation (e.g., UDAAP) is not light touch but actually sets a high bar (relative to prescriptive standards). Lastly, they delve into the reasons why an outcomes-based approach to consumer finance regulation should prevail, addressing the constitutional, political, or other barriers that may stand in the way.
Stream anytime: Are We There Yet? How Regulation is Shaping Fintech Innovation and Vice Versa
FEISV Member of the Week
Theresa Matacia is an early-mid-stage CFO with extensive experience in global technology software and services companies. She has an established record of raising capital, building scalable infrastructure and processes, driving strategy, and leading operations.
Currently, Theresa serves as CFO for Momentum for Health. Previous CFO experience includes MariaDB Corporation, the American Nurses Association, the Energy Foundation, and Limelight Health. In addition, Theresa serves as Board Director and Audit Chair for the Institute on Aging. She is also the Board Director and Chairwoman in Finance SIG for FEI SF Bay Area.
FEISV Partner of the Week
Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. Their belief is that by delivering smarter and more creative legal services, they will not only enrich their clients’ experiences with them but also support them in achieving their business goals.
Reed Smith's long-standing relationships, international outlook, and collaborative structure make them the go-to partner for the speedy resolution of complex disputes, transactions, and regulatory matters. Reed Smith is a leading international law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, the Middle East, and Asia.
CONTACT:
C. Craig Lilly
Partner – Silicon Valley/San Francisco
[email protected]
T: +1 650 352 0502
http://reedsmith.com/
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
