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January 2023

M&A Trends from a Tax Perspective

Tuesday, January 31 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Managing Directors in Andersen’s M&A tax practice discuss recent developments in the deal landscape from a tax perspective. Topics will include general market observations as well as insights regarding the impacts of the tax provisions within the 2022 Inflation Reduction Act.   Learning Objectives: Understand recent market trends driven by tax objectives Examine the major

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Rising Stars: Our Paths to Partner… with a Valuation Twist

Thursday, January 26 @ 6:00 pm - 7:30 pm
Rising Stars
Free

Please join our Rising Stars as they learn from our Gold Partner Andersen. Petra and Christy are looking forward to sharing the stories behind their career paths, and what they have learned during their respective journeys to making partner.  They will be discussing general career advice, such as finding the role best suited for you. 

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Developing New Mental Models: Converting Your Life’s Story Into Professional Clarity

Wednesday, January 25 @ 12:00 pm - 1:30 pm
FEI Multi-Chapter Event
Who should attend: Chapter Members Chapter Partners Qualified Guests

Join host Chapters FEI Sacramento, FEI Silicon Valley and FEI Orange County for this virtual event! In 2022, uncertainty became tolerable. Through unexpected personal loss, a barrage of difficult societal events, and rapid transformation of those in our sphere of influence, we navigated circumstances that have improved our emotional resilience. Inside these tough experiences, we

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Mark Hawkins, Former President & CFO, Salesforce, “The Learning Journey”

Tuesday, January 24 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Non-Members
Free – $135.00

Mark Hawkins, Former President & CFO of Salesforce will share his experiences. Speaker: Mark Hawkins has more than 35 years of experience with leading finance organizations at global software and technology companies including Salesforce, Autodesk, Logitech, Dell, and Hewlett-Packard. As President and Chief Financial Officer at Salesforce from 2014-2021, Hawkins was responsible for leading the

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Network, buffet lunch, Sharks Game

Monday, January 16 @ 11:30 am - 4:00 pm
Networking
$40 – $200.00

Register now and join the fun!!! San Jose Sharks vs New Jersey Devils at SAP Center. Arrive at 11:30am for buffet lunch and drinks.  Game starts at 1pm. Please stay for a group photo on the ice with the big shark's mouth right after the game. We have reserved great club level seats!  FEISV will

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Is Your Company Ready?

Tuesday, January 10 @ 12:00 pm - 1:45 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Is Your Company Ready? Good Housekeeping When Contemplating an IPO within the next 2-3 Years Although 2022 was historically a bad year for IPOs, many experts think 2023 could be much better. SOAProjects Partners and a Panel of our team members will discuss what companies should prioritize to be ready for when the markets begin

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December 2022

President’s Annual Holiday Party

Wednesday, December 14, 2022 @ 6:00 pm - 8:30 pm
President’s Annual Party
Who should attend: Chapter Members Chapter Partners
Free

This year we are again 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

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Maximizing Your Retirement Plan Goals and Mitigating Your Fiduciary Risk

Thursday, December 8, 2022 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

In this program you will get an overview of ERISA fiduciary responsibilities pertaining to qualified retirement plans. We will review how plan sponsors can establish prudent fiduciary processes and maximize retirement outcomes for plan participants. You’ll learn current retirement plan Best Practices and understand and benchmark plan fees. We will cover the different types of

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FEISV & FEIAZ, Financial Officers Forum (FOF)

Friday, December 2, 2022 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF) Virtual Luncheons
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 –

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November 2022

Women currently hold 6% of CEO positions at S&P 500 Companies…

Tuesday, November 15, 2022 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $135

Laura Francis, CEO, SI-BONE, Inc. (SIBN) publicly traded company on NASDAQ will share her experience as a public company CEO and the board. She will also tell her story of transitioning from a CFO of a public company to CEO. She will share strengths and challenges for CFO’s interested in becoming CEO’s, providing information on

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Balcones Whiskey – 4-course Dinner with Balcones Pairings

Wednesday, November 2, 2022 @ 5:30 pm - 8:30 pm
Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $50

Please join us for a fun event with an Appetizer,  2-Course Dinner and Dessert with Whiskey Parings Below are photos from our last Bay Club similar event. Event Details: Wednesday, November 2nd 5:30pm - 8:30pm Bay Club Redwood Shores 200 Redwood Shores Parkway Redwood City, CA 94065 Free Registration closes at 5pm the day before

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October 2022

Rising Stars – Axe Throwing Event

Saturday, October 29, 2022 @ 12:00 pm - 1:30 pm
Rising Stars
Who should attend: Rising Stars
Free – $30

What is one way you unwind after a stressful day? I figured we could try something new and blow off some steam with Axe Throwing in Daly City! This is our first big event of the year. It'll be "The Shining" moment, just in time for the spooky season. Come through and throw down! Reminders:

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Rising Stars Board Meeting

Wednesday, October 19, 2022 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Rising Stars
Free

All Rising Stars are invited to attend the Rising Stars Board Meeting on Wednesday, October 19, 2022 6:30 PM Zoom   Agenda: Introductions Upcoming events – Guest speakers, Social Events, Career Building (resume workshop, mock interviews, internal FEI recruiting event) Executive Positions (see below) Success Stories Executive Secretary: This individual will be responsible for taking

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Cybersecurity: Awareness, Risks and Mitigation

Tuesday, October 18, 2022 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Non-Members
Free

Please join us for a very important topic. Cybersecurity as a risk management practice Specific risks and solutions related to software security Benefits of a strong cybersecurity posture Speaker: Marten Mickos, CEO, HackerOne [email protected] Marten is the CEO of HackerOne, the leading provider of solutions that make software more resistance to attack. With a community

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Oktoberfest – In-person networking at Steins

Tuesday, October 11, 2022 @ 5:30 pm - 8:00 pm
Affinity Networking
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Please join your fellow FEISV Members and Partners for drinks, delicious food and networking on the patio at Stein's Beer Garden and Restaurant in Mountain View. It's going to be a lot of fun! Tuesday, October 11, 2022 5:30 PM - 8:00 PM Members/Partners: Free Qualified Guests: Free if you are a Financial Executive and

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Fleet Week Air Show Lunch Cruise

Friday, October 7, 2022 @ 1:30 pm - 4:30 pm
Special
$145 – $195

Fleet Week Air Show & Lunch Aboard the San Francisco Belle! The 2022 Fleet Week Air Show comes to San Francisco! Do not miss this opportunity to watch the Blue Angels as they prepare their expert maneuvers for the weekend shows. Enjoy this two-hour cruise on board the iconic San Francisco Belle with the best

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September 2022

M&A Term Sheets 101 in a Time of Disruption

Wednesday, September 28, 2022 @ 4:30 pm - 6:30 pm
Affinity Transactions
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $20

Please join us for a fun evening of networking, hors d’oeuvres and a discussion on M&A with FEI members and guests! Navigating through a potential acquisition can pose many challenges including time, costs and diversion of resources. During our first live 2022 TAG event, we will discuss how to successfully protect your company in a

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California Fiscal Focus with State Controller Betty T. Yee

Wednesday, September 21, 2022 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Some topics to be covered include a State of California economic update, the changing role of CFOs, and lessons learned from the pandemic. State of California economic update The changing role of CFOs Lessons learned from the pandemic. Speaker: State Controller Betty T. Yee was elected in November 2014, following two terms on the Board

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Navigating High Stakes Conversations

Thursday, September 15, 2022 @ 12:00 pm - 1:30 pm
Leadership Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

One of the biggest challenges CFOs face in business is handling conflict. If you are like most people, you have struggled over how to have tough, often high stakes conversations with the Board, your CEO, staff, vendors, clients, stakeholders, investors, and others. Most organizations lose as high as 80% of their potential performance because of

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FEISV & FEIAZ, Financial Officers Forum (FOF)

Friday, September 2, 2022 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF) Virtual Luncheons
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 –

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