July 2019

New Member Meetup

Tuesday, July 16 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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June 2019

East Bay Cocktail Networking Meet Up

Tuesday, June 25 @ 5:30 pm - 7:30 pm
Affinity East Bay Affinity
Who should attend: Anyone
$15 – $25

This is our first East Bay event of the year and a great chance to meet fellow East Bay finance professionals. Non East Bay professionals are invited, too!

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Robotic Process Automation (RPA)

Tuesday, June 25 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Learning objectives: Understand perspectives on the Future of Finance and the new agenda for the CFO/FinanceDigital world Understand the evolution of intelligent automation, including Robotic Process Automation, through technology demos Speakers: James P Murphy Managing Director, KPMG 15+ years experience. Background includes Intelligent Automation, Cloud and SaaS delivery model strategy, Revenue Recognition & Lease Standard,

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Technology Voices of Silicon Valley

Wednesday, June 12 @ 5:30 pm - 7:30 pm
Affinity Voices
Who should attend: Anyone
$15 – $25

Silicon Valley Technology Trends: How Will They Impact Finance? What impact will new technologies such as RPA, Block chain, IOT, Machine Learning and more have on finance?  Since we are in the heart of where it is all happening, we are bringing together some of the Valley’s top emerging tech finance leaders from Google, Cisco

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Annual Committee Rally

Tuesday, June 11 @ 5:30 pm - 8:30 pm
Committee Rally
Who should attend: Chapter Members Chapter Partners
Free

Join us for a fun and energetic evening of Networking and showing you how you can get more value from your membership with FEI by finding a Committee that is perfect for your busy life! Who should attend: All New Members Members interested in getting more value for their membership Members interested in learning more

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Robert Half & FEISV’s 20th Annual Scholarship Golf Tournament

Monday, June 3 @ 10:00 am - 8:30 pm
Golf
Who should attend: Chapter Members Non-Members
$90 – $275

      Please support a great cause, and enjoy great networking opportunities all at the same time? Sign up now to play in FEISV's 20th Annual Scholarship Golf Tournament! Not only will your participation benefit our scholarship fund, it will also enable you to spend time with and develop deeper relations with your clients

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May 2019

May Financial Officers Forum (FOF) Affinity Group

Wednesday, May 29 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20

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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Private Equity Market Update

Thursday, May 16 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on May 16th at Quadrus Conference Center. State of Private Equity within the Technology Sector: Current environment:  Discuss the current investment environment for funds focused in the technology sector.  What challenges are you facing, and can you describe any adjustments you are making?  Impact to your portfolio and future

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2019 CFO Academy – The Pragmatic & Strategic CFO

Wednesday, May 15 @ 8:30 am - 6:00 pm
CFO Readiness Academy Leadership Development
Who should attend: Chapter Members Non-Members Qualified Guests

With the new challenges facing CFO’s every day, we are witnessing incredible disruption and change in the careers of successful finance and business professionals. CFO’s are now responsible for operating requirements in addition to overseeing the finance, audit, and IT functions. Today’s CFO is looking at emerging global risks, digital transformations, strategic acquisitions, and the

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Silicon Valley: The Obstacles & Opportunities in 2019 and Beyond

Tuesday, May 14 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

One thing is clear from this year’s annual Silicon Valley Poll – People are thinking twice about staying in the Bay Area and are looking for answers to perceived pressing problems. 44 percent of those polled in five counties say they are likely to move out of the Bay Area in the next few years,

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Current M&A Landscape and Implications for the Tech Sector

Tuesday, May 14 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $15

The global M&A market ended 2018 with over $4 trillion in announced transaction volume, the third highest of all time, but was dominated by a number of ‘mega-deals’ and marked by a clear slowdown during the second half of the year. We’ll provide a review of recent M&A activity before discussing the outlook for the

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Fireside Chat with a Taste of Wine

Thursday, May 9 @ 5:30 pm - 8:30 pm
Affinity Wine Tasting
Who should attend: Anyone
Free – $15

Fireside Chat: Tax Area Cost Segregation by BPM & Andersen Tax Featured Wines: Life Wines, Media Luna Vineyards, Trefethen Vineyards, Robert Craig Food: Asian Hor d’oeuvres Sponsored by Silicon Valley Bank, BPM, Andersen Tax, CBIZ For questions regarding this event, contact Hema Sundarraj   Sponsored by:                  

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Job Search & Career Planning Roundtable

Wednesday, May 8 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$25

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

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Rising Stars – Accelerate Your Career Advancement

Tuesday, May 7 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, May 7th from 6:30pm to 8:00pm. Accelerate Your Career Advancement Now that you’re in the early stages of launching your career, how do you chart your path forward while maximizing your learning? Take time out

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April 2019

Are You Ready For A Board Seat: Discover Your Board Readiness Path and Become Your Company’s Expert to Leverage Women Board Members

Thursday, April 25 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15 – $25

Women in Finance Boards with a breadth of perspectives are increasingly recognized as being critical to effective corporate governance. With SB826 and Asset Management firm proxy guidelines requiring board diversity, now is the time to capture the momentum for you and your firm. CFO’s are uniquely positioned to influence board composition given the positive financial

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Financial Officers Forum (FOF) Affinity Group

Wednesday, April 24 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20

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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Health Care: Can I really manage the cost?

Tuesday, April 16 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Warren Buffett famously called General Motors, “a health and benefits company with an auto company attached” and every CFO has heard how Starbucks spends more on healthcare than coffee beans. As a financial executive, if you don't actively manage healthcare costs you are fundamentally failing to control your second largest expense after payroll. Learn how

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What is a Professional Employer Organization (PEO) and is it Right for your Company?

Tuesday, April 16 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110.00

Learn whether a PEO is appropriate for your organization. Here are some of the questions we will answer: What is a PEO? What is the difference between a PEO and ASO (Administrative Services Organization) model? Potential advantages and disadvantages of a PEO and ASO Is payroll, medical & workers compensation insurance, and retirement plans more

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Rising Stars Advisory Board – April Meet-Up

Friday, April 12 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Friday, April 12th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday,  April 12th 6:30pm – 8:30pm Vino Enoteca 700 Welch Road, Palo Alto, CA   Plan ahead! 

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Enterprise Risk Management for Non-Profits

Tuesday, April 9 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15 – $25

Networking with drinks and light fare, followed by discussion Enterprise Risk Management for Non-Profits A proactive and sustained approach to continuous improvement is essential for not-for-profit organizations to earn the support and trust of the communities they serve. The ability to reduce risks, strengthen internal controls, and optimize service efficiency and effectiveness is critical to

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March 2019

Sharks vs Calgary Flames

Sunday, March 31 @ 3:45 pm - 8:30 pm
Special
Who should attend: Chapter Members
$63 – $80

Register now and join the fun!!! Sharks vs Calgary Flames, SAP Center FEISV will have a private entrance to the left of the Store Street Entrance. Tickets and wristbands (for dinner and two drinks (beer, wine, or soda)) will be distributed at check-in. Game and dinner for Members and family only. Arrive at 3:45pm for

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Finance of the future: Digital forces disrupting finance organizations

Tuesday, March 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Agenda: Forces Impacting Finance Digital world Disruption the new norm Agile finance What is agile finance Role of agile finance in addressing disruption Role of Technology in agile finance Implications Benefits Transformation Enablers Digital process Opportunities for finance function Example technologies RPA Blockchain Speaker: Drew Delmonico Partner - Financial Accounting & Advisory Services Ernst &

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The Silicon Valley Real Estate Cycle: Another Bubble or Just Another Day?

Tuesday, March 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Has the Silicon Valley “boom” peaked? What’s ahead? More smooth sailing or choppy waters? Assessor Larry Stone will discuss the current status and trends of Silicon Valley’s real estate markets from office, industrial and retail, to single-family and apartments. He will also comment on key economic indicators, including venture capital investment, IPO’s, patents, and immigration.

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Personal Branding: How to be Heard Above the Noise

Tuesday, March 19 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

Executives have brands just like products or companies do. The difference is many executives aren't proactively managing their brands to effectively position themselves for career success. What does your professional brand say about you? If you haven't taken ownership of your brand, what are others saying about you? Most importantly, does your executive brand help

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Lessons Learned in Life… what’s worked, what hasn’t

Tuesday, March 12 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, March 12th from 6:30pm to 8:30pm. Lessons learned in life … what's worked, what hasn't Our speaker is: Pete Ravani, CFP, AIF CBIZ Retirement Plan Services Pete Ravani – Vice-President and Senior Retirement Plan Specialist

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New Member Meetup

Tuesday, March 5 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

Find out more »

February 2019

Succeeding with Small Cap Equity Financings

Thursday, February 28 @ 6:00 pm - 8:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25

Our next Transactions Affinity Group Meeting on February 28th at Quadrus Conference Center. What are the challenges in implementing a small/micro cap equity financing in the public markets today and how best to overcome them in? Who are the key investor groups in this segment, how have they changed over time and what are the

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Develop Your Presentation Mastery

Tuesday, February 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Silicon Valley Finance professionals are great with numbers but are seldom considered masterful presenters. In your presentations, do you WOW your audience (Boards, investors, executive staff, your staff, etc.) or are you simply satisfied with delivering information? Are you looking for tangible ways to build your executive presence skillset? Come to a highly interactive workshop

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Job Search & Career Planning Roundtable

Wednesday, February 13 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$25

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

Market Risks and Opportunities . . . Ideas for Investor Actions

Tuesday, February 12 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Today’s economic environment is more complex than ever, a complicated intersection of economics, politics, and events at the local, national, and global levels. It is a lot to keep current on and to process, what can private investors do to ensure that their investment portfolios will be able to meet the intended objectives? Erik Davidson,

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Positive Interactions with Board of Directors and Audit Committee Members

Tuesday, February 12 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15

In our roles as financial professionals, we are likely to have contact with the Company’s Board of Directors, and directly with the Audit Committee. On occasion, we will have to communicate negative results or challenging issues. During these occasions, we want these interactions to be positive, as well as have these interactions lead us to

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Rising Stars Meet-Up

Friday, February 8 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Meet-Up is on Tuesday, February 8th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday , February 8th 6:30pm – 8:30pm Lost & Found Beer Garden 20140 Telegraph, Oakland, CA   Plan ahead!  Future Rising

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January 2019

Selling a Business to Private Equity – Pitfalls to Avoid

Wednesday, January 23 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, January 23rd at Baker McKenzie. Topic is: Selling a Business to Private Equity – Pitfalls to Avoid

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Middle-Market M&A Update: Hot Topics and Trends Relevant to Bay Area Organizations

Tuesday, January 22 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

BDO USA, LLP and FEI Silicon Valley invite you and your colleagues to a complimentary program with two of BDO’s fully dedicated transaction advisory professionals, Nate Collins and Charles Irvin. This program will discuss the key financial related issues and trends shaping today’s middle-market deals.

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You Diversify Your Portfolio, You Should Diversify Your Company, Too!!

Tuesday, January 15 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Diversity and inclusion in the workforce are talked about a lot these days. What does it mean and how does it differ from the well-known EEOC requirements that we aim to meet during our hiring process? What does a diverse and inclusive workforce look like? How does the workforce interact? Is it really that different?

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Rising Stars Advisory Board – January

Tuesday, January 8 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, January 8th from 6:30pm to 8:30pm. FEI has engaged Basant Kedia, Senior Managing Director of First Republic Bank who will present "The Life of a Commercial Banker".   Basant Kedia is a Senior Managing Director

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December 2018

Annual Holiday Jazz & Jingle Party!

December 6, 2018 @ 6:00 pm - 9:00 pm
Annual Holiday Party Special
Who should attend: Chapter Members
Free

Come and join your fellow FEISV chapter members (and their spouses/significant others) to celebrate the Holiday Season and another successful FEISV year. 

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CFO Academy Circle Q4

December 5, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle Circles
Who should attend: CFO Academy Graduates
Free

Mentoring . . . It Starts with a Conversation This event is exclusively for CFO Academy graduates. By overwhelming demand, you have identified an unmet need - to develop impactful and long lasting mentor/mentee business relationships. To that end, we have a “not to miss” program featuring Ken Purfey (a nationally renowned serial Entrepreneur, CEO,

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November 2018

Top Five Reasons for M&A Failure

November 29, 2018 @ 7:30 am - 10:00 am
Breakfast Professional Development
Who should attend: Anyone
Free

Come to this highly interactive FEISV Seminar to make certain you walk into your next M&A transaction with eyes wide open!

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New Member Meetup

November 27, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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Self Confidence

November 26, 2018 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15.00 – $25.00

Women in Finance “Women in the Workplace” is a comprehensive study of the state of women in corporate America. The study is part of a long-term partnership between LeanIn.Org and McKinsey & Company to encourage female leadership and foster gender equality in the workplace. In a study done by McKinsey in partnership with Leanin.org, 200

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Rising Stars Advisory Board

November 20, 2018 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, November 20th from 6:30pm to 8:30pm. FEI has engaged Robert Half Executive Recruiters to assist our Rising Stars with careers and networking. Consequently, we are putting on an HR seminar to help our young people.

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Job Search & Career Planning Roundtable

November 14, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

Privacy – Everyone Cares….

November 13, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

You hear or see something about privacy in the news almost daily, and often these articles are focused on household names – Facebook, Apple, Equifax, HP, Citigroup, and Stanford University, among others. When breaches happen, often regulation steps in to “solve the problem”. This leads to a wide array of rules an organization has to

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Building Engaging and Lasting Networks

November 13, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

Building Engaging and Lasting Networks In this session, networking trainer Lisa Ann Pinkerton, President of Technica Communications and teacher of the monthly San Francisco Green Networking Powerhouse Series will share a time-tested, simple and systematic process for building engaging and lasting networks. She will include her top 3 secrets for adding at least 250 people

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Fireside Chat with Seasoned CFOs and Board Members – Learn from 100+ Years of Combined Experience

November 1, 2018 @ 5:30 pm - 7:30 pm
Partner Events Special
Who should attend: Anyone

Fireside Chat with Seasoned CFOs & Board Members Learn from 100+ Years of Combined Experience Thursday, November 1, 2018 - 5:00 pm - 7:30 pm We are excited to be invited by the San Francisco Chapter to be their guests. Please join us for a rare opportunity to hear from seasoned CFOs on their perspectives

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October 2018

In the trenches – Cybersecurity and IT Operations Due Diligence

October 25, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Two of RSM’s leading professionals – Colin Zarbough and Alpa Kamdar -- will discuss in this interactive panel how to assist clients as they pursue add-on acquisition and the importance of evaluating IT and identifying cyber-security concerns prior to the close of transaction. Learning objectives: Identify the latest cybersecurity threats and associated damages Identify best

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ASC 606 Revenue, ASC 842 Leases

October 23, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

This presentation will answer important questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

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Shape Your “Successful” Exit

October 19, 2018 @ 7:30 am - 2:00 pm
Partner Events Special

Over 90% of growth-stage companies exit via acquisitions, yet “70 to 90% of acquisitions are abysmal failures,” according to Harvard Business Review. Tune your M&A acumen and maximize your company's probability of success on exit. Bring your CEO and attend this half-day “Shape Your ‘Successful’ Exit” workshop.

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Expect the Unexpected

October 16, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

American Red Cross, CEO Ken Toren will be discussing Red Cross efforts in helping businesses with proactive preparedness, recovery, resiliency and continuity programs designed to keep them operating in some form during and following a disaster.

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Cool Under Fire

October 16, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

COOL UNDER FIRE, an advanced COMMUNICATIONS workshop to help professionals think on their feet.

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How Does Tax Reform Affect Not-For-Profit Organizations?

October 4, 2018 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15.00 – $25.00

Networking with drinks and light fare, followed by discussion How Does Tax Reform Affect Not-For-Profit Organizations? The enactment of the Tax Cuts and Jobs Act brought fundamental changes to U.S. tax law, from lower tax rates to a greater exemption from federal estate and gift taxation.  Fortunately for us, Loscalzo institute's Allen Fetterman stays up-to-date

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September 2018

2018 Middle Market Economic Outlook

September 26, 2018 @ 5:00 pm - September 27, 2018 @ 8:00 pm
Partner Events Special
Who should attend: Anyone

Join RSM on September 26 and 27 for a discussion of the key economic factors that will be affecting consumer spending and the overall industry in 2018.

RSM’s chief economist, Joe Brusuelas, will provide a keynote speech on macroeconomic market trends, trends in the Bay Area and expected changes in the financial environment. He will also discuss their impact on the consumer. Joe contributes to RSM’s signature publication, The Real Economy. Joe has been featured in Fortune Magazine, The Wall Street Journal, CNBC, CBS, Bloomberg TV, and more.

Following Joe’s presentation, network with key industry executives and enjoy appetizers and cocktails

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Rising Stars Advisory Board Event

September 18, 2018 @ 6:30 pm - 8:30 pm
CFO Academy Circle Circles Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, September 18th from 6:30pm to 8:30pm. Our first speaker will be Bob Strasser – "Path to Firm Partner (twice)" and what it took to get there.  Also, Rick Brounstein, the National FEI Relations Chair will discuss our Chapter’s relationship and activities with National

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The Finance Labor Market in the Digital Age

September 18, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

This presentation will answer important questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

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Affinity Networking & Wine Tasting Event

September 14, 2018 @ 4:00 pm - 6:00 pm
Affinity
Who should attend: Anyone
$45.00

Affinity Networking and Wine Tasting Event

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Job Search & Career Planning Roundtable

September 12, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

Blockchain: It’s a Technology, not Cryptocurrency

September 11, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Although blockchain gained its fame due to cryptocurrencies, in reality, it has...

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Global Trends in Software Dealmaking

September 5, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Come and hear Taylor Henricks, Morgan Stanley’s Head of  West Coast Software M&A, discuss trends in the US and Internationally in the software M&A market. Learning objectives: Understand about Global Software M&A and what is driving those trends. Learn from an experienced M&A professional about the key aspects of negotiating a successful transaction and what

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CFO Academy Circle Q3

September 5, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle Circles
Who should attend: CFO Academy Graduates
Free

This event is exclusively for CFO Academy graduates. We have an “All Star” line up for our Q3 CFO Academy Circle event “Building Your Personal Brand”. It is more important than ever to intentionally define and build one’s professional brand in order to pave the way for your future success. We have received significant feedback

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August 2018

New Member Meetup

August 16, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

Find out more »

Job Search & Career Planning Roundtable

August 8, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

July 2018

July Executives In-Transition Roundtable

July 11, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$25

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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BBQ Dinner

July 10, 2018 @ 5:30 pm - 8:30 pm
Dinner
Who should attend: Chapter Members Chapter Partners guests
Free – $110

FEI Silicon Valley and Silicon Valley Bank's Annual Summer BBQ

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June 2018

Test Event

June 30, 2018 @ 8:00 am - 5:00 pm
Affinity
$1
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Is Your Voice As Powerful As You Are?

June 27, 2018 @ 5:30 pm - 8:30 pm
Affinity Women in Finance
Who should attend: Anyone
$15 – $25

Our next Women in Finance Affinity Group Meeting is on Wednesday, June 27, 2018.
Is You Voice As Powerful As You Are?
Make your listeners decide in seconds.

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Transactions Affinity Group: The Next Wave –Thriving After the Deal Closes

June 19, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

This interactive Affinity Group Session will focus on key strategies that you can implement once you have the mission to “Thrive After the Deal Closes.”

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U.S. Tax Reform

June 19, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

U.S. Tax Reform What’s Next? New Business Considerations of Tax Reform In this session, we’ll focus on what issues are arising as the new tax law is analyzed, and considerations that business owners may consider at they move forward in a post-tax reform world. Big Picture – recap on changes in tax reform What are

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Executives In-Transition Roundtable

June 13, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$25

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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Committee Rally Jerseys & Jeans Theme

June 12, 2018 @ 5:30 pm - 8:30 pm
Committee Rally
Who should attend: Chapter Members Chapter Partners
Free

We are wearing our Jerseys and Jeans  for a fun and energetic evening of Networking and showing you how you can get more value from your membership with FEI by finding a Committee that is perfect for your busy life! Who should attend: All New Members Members interested in getting more value for their membership

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Robert Half & FEISV’s 19th Annual Golf ScholarshipTournament

June 11, 2018 @ 10:00 am - 8:30 pm
Golf
Who should attend: Chapter Members Non-Members
$50 – $250

Robert Half and FEISV's Nineteenth Annual Scholarship Golf Tournament       Want to win up to $10,000 in prizes, support a great cause, and enjoy great networking opportunities all at the same time? Sign up now to play in Robert Half and FEISV's Nineteenth Annual Scholarship Golf Tournament! Not only will your participation benefit

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CFO Academy Circle

June 6, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle
Free

This event is exclusively for CFO Academy graduates FEI and BDO USA, LLP invite you and your colleagues to a complimentary seminar on happiness, money, harmony, and unstoppable confidence. We welcome our guest speaker, Just Win Singh, founder of the Institute of Happiness in Vadodara, India, who will share his knowledge and experience on how

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May 2018

Transaction Affinity Group – State of the Markets Update

May 22, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Our next Transactions Affinity Group Meeting on Tuesday, May 22, 2018.
Hear the inside views on the health and productivity of the venture ecosystem in the most recent edition of SVB Analytics’ State of the Markets report

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Reversing the Trends in Healthcare Costs

May 22, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

The purchase of medical goods and services by health plans in no way resembles any other business transaction in American commerce. In fact, American employers pay the highest healthcare costs in the world. And yet, as providers and insurers handle the bills in a black box, they mostly remain in the dark about why those

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Time for leadership—Breakthrough insights and practices for today’s leaders!

May 15, 2018 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners
Free – $110

Time for leadership—Breakthrough insights and practices for today’s leaders! Leaders today are challenged with finding time to lead! With 3.27 hours on average spent on e-mail every day, endless hours occupied by back-to-back meetings, tremendous energy consumed by constantly changing priorities, and, in addition, the time spent wrestling with increasingly complex technologies, how much time

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How to Thrive Professionally in a World of AI and Machine Learning

May 15, 2018 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free

How to Thrive Professionally in a World of AI and Machine Learning Artificial Intelligence is becoming a major economic force. The leap from computing built on the foundation of humans telling computers how to act to computing built on the foundation of computers learning how to act has significant implications for every industry. This month,

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Circle 500

May 9, 2018 @ 6:00 pm - 8:00 pm
Circle 500
Who should attend: Anyone
Free

Circle 500 You are invited to this very small, select group will engage leaders and peers to meet and share best practices and experiences — all with the goal of helping you better perform in your unique business arena. We’d love to have you join us; the details are below. Please let us know if

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May Executives In-Transition Roundtable

May 9, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$50

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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East Bay Affinity Group

May 8, 2018 @ 5:00 pm - 7:00 pm
Affinity East Bay Affinity
Who should attend: Anyone
$15 – $25

This is our first East Bay event of the year and a great chance to meet fellow East Bay finance professionals. Non East By professionals are invited, too!

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CFO Readiness Academy

May 3, 2018 @ 5:30 pm - May 23, 2018 @ 8:00 pm
CFO Readiness Academy
Who should attend: Anyone
$250 – $350

Event Information Thursday, May 3, 2018 Thursday, May 10, 2018 Thursday, May 17, 2018 Wednesday, May 23, 2018" 5:30 pm Networking (cocktails and heavy Hors D'oeuvres) 6:00 pm Program 8:00 pm After-Program Networking   This event is focused on important skills for the CFO community that Financial Executives of Silicon Valley (FEISV) serve on a

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April 2018

Non-financial reporting & the role of finance & IA

April 24, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

  Learning objectives: How nonfinancial sustainability reporting is reshaping the role of those in finance and internal audit. The session will cover how companies of all sizes and across industries are being impacted by market pressures to disclose non-financial information. Speakers: John DeRose Executive Director, Climate Change & Sustainability Services Ernst & Young, LLP  

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Doing Good While Doing Well

April 20, 2018 @ 1:00 pm - 3:30 pm
Second Harvest Special
Who should attend: Anyone
Free

FEI Silicon Valley invites you to an exciting event - Doing good while doing well Please come at 1:00 PM for lunch or 1:30 PM skipping lunch. Please note the volunteer event ends at 3:30 PM. Open to all.

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The Work Revolution

April 17, 2018 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners
Free – $110

The Work Revolution Technology and globalization are increasing the pace of workforce change. In just a few years, a third of the skills needed in our workforce will be brand new. Traditional models of hiring—job boards, LinkedIn, temp and creative agencies—no longer provide the agility businesses need to get work done. We’re at the brink

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FEI Silicon Valley, Executive Recruiter Panel

April 17, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15

FEI Silicon Valley, Executive Recruiter Panel How is the market for senior financial executives in Silicon Valley? What experience do I need right now? How do I get on the right recruiter’s radar? How do I stand out? This month three top executive recruiters will share their 2018 market outlook for Silicon Valley. They will

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New Member Meetup

April 12, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know!

April 11, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, April 11, 2018. By popular demand, based on the results of our recent TAG meeting survey, our most requested, highest-ranked topics are: Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know! Including… Top Mistakes Made in Selling a Businesses

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Executives In-Transition Roundtable

April 11, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$50

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

Find out more »

Hall of Fame Skills in the Business World

April 10, 2018 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Alumni Chapter Board Members
Free
Find out more »

July 2019

New Member Meetup

Tuesday, July 16 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

Find out more »

June 2019

East Bay Cocktail Networking Meet Up

Tuesday, June 25 @ 5:30 pm - 7:30 pm
Affinity East Bay Affinity
Who should attend: Anyone
$15 – $25

This is our first East Bay event of the year and a great chance to meet fellow East Bay finance professionals. Non East Bay professionals are invited, too!

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Robotic Process Automation (RPA)

Tuesday, June 25 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Learning objectives: Understand perspectives on the Future of Finance and the new agenda for the CFO/FinanceDigital world Understand the evolution of intelligent automation, including Robotic Process Automation, through technology demos Speakers: James P Murphy Managing Director, KPMG 15+ years experience. Background includes Intelligent Automation, Cloud and SaaS delivery model strategy, Revenue Recognition & Lease Standard,

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Technology Voices of Silicon Valley

Wednesday, June 12 @ 5:30 pm - 7:30 pm
Affinity Voices
Who should attend: Anyone
$15 – $25

Silicon Valley Technology Trends: How Will They Impact Finance? What impact will new technologies such as RPA, Block chain, IOT, Machine Learning and more have on finance?  Since we are in the heart of where it is all happening, we are bringing together some of the Valley’s top emerging tech finance leaders from Google, Cisco

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Annual Committee Rally

Tuesday, June 11 @ 5:30 pm - 8:30 pm
Committee Rally
Who should attend: Chapter Members Chapter Partners
Free

Join us for a fun and energetic evening of Networking and showing you how you can get more value from your membership with FEI by finding a Committee that is perfect for your busy life! Who should attend: All New Members Members interested in getting more value for their membership Members interested in learning more

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Robert Half & FEISV’s 20th Annual Scholarship Golf Tournament

Monday, June 3 @ 10:00 am - 8:30 pm
Golf
Who should attend: Chapter Members Non-Members
$90 – $275

      Please support a great cause, and enjoy great networking opportunities all at the same time? Sign up now to play in FEISV's 20th Annual Scholarship Golf Tournament! Not only will your participation benefit our scholarship fund, it will also enable you to spend time with and develop deeper relations with your clients

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May 2019

May Financial Officers Forum (FOF) Affinity Group

Wednesday, May 29 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20

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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Private Equity Market Update

Thursday, May 16 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on May 16th at Quadrus Conference Center. State of Private Equity within the Technology Sector: Current environment:  Discuss the current investment environment for funds focused in the technology sector.  What challenges are you facing, and can you describe any adjustments you are making?  Impact to your portfolio and future

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2019 CFO Academy – The Pragmatic & Strategic CFO

Wednesday, May 15 @ 8:30 am - 6:00 pm
CFO Readiness Academy Leadership Development
Who should attend: Chapter Members Non-Members Qualified Guests

With the new challenges facing CFO’s every day, we are witnessing incredible disruption and change in the careers of successful finance and business professionals. CFO’s are now responsible for operating requirements in addition to overseeing the finance, audit, and IT functions. Today’s CFO is looking at emerging global risks, digital transformations, strategic acquisitions, and the

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Silicon Valley: The Obstacles & Opportunities in 2019 and Beyond

Tuesday, May 14 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

One thing is clear from this year’s annual Silicon Valley Poll – People are thinking twice about staying in the Bay Area and are looking for answers to perceived pressing problems. 44 percent of those polled in five counties say they are likely to move out of the Bay Area in the next few years,

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Current M&A Landscape and Implications for the Tech Sector

Tuesday, May 14 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $15

The global M&A market ended 2018 with over $4 trillion in announced transaction volume, the third highest of all time, but was dominated by a number of ‘mega-deals’ and marked by a clear slowdown during the second half of the year. We’ll provide a review of recent M&A activity before discussing the outlook for the

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Fireside Chat with a Taste of Wine

Thursday, May 9 @ 5:30 pm - 8:30 pm
Affinity Wine Tasting
Who should attend: Anyone
Free – $15

Fireside Chat: Tax Area Cost Segregation by BPM & Andersen Tax Featured Wines: Life Wines, Media Luna Vineyards, Trefethen Vineyards, Robert Craig Food: Asian Hor d’oeuvres Sponsored by Silicon Valley Bank, BPM, Andersen Tax, CBIZ For questions regarding this event, contact Hema Sundarraj   Sponsored by:                  

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Job Search & Career Planning Roundtable

Wednesday, May 8 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$25

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

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Rising Stars – Accelerate Your Career Advancement

Tuesday, May 7 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, May 7th from 6:30pm to 8:00pm. Accelerate Your Career Advancement Now that you’re in the early stages of launching your career, how do you chart your path forward while maximizing your learning? Take time out

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April 2019

Are You Ready For A Board Seat: Discover Your Board Readiness Path and Become Your Company’s Expert to Leverage Women Board Members

Thursday, April 25 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15 – $25

Women in Finance Boards with a breadth of perspectives are increasingly recognized as being critical to effective corporate governance. With SB826 and Asset Management firm proxy guidelines requiring board diversity, now is the time to capture the momentum for you and your firm. CFO’s are uniquely positioned to influence board composition given the positive financial

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Financial Officers Forum (FOF) Affinity Group

Wednesday, April 24 @ 8:00 am - 9:30 am
Affinity Financial Officers Forum (FOF)
Who should attend: Anyone
$10 – $20

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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Health Care: Can I really manage the cost?

Tuesday, April 16 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Warren Buffett famously called General Motors, “a health and benefits company with an auto company attached” and every CFO has heard how Starbucks spends more on healthcare than coffee beans. As a financial executive, if you don't actively manage healthcare costs you are fundamentally failing to control your second largest expense after payroll. Learn how

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What is a Professional Employer Organization (PEO) and is it Right for your Company?

Tuesday, April 16 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free – $110.00

Learn whether a PEO is appropriate for your organization. Here are some of the questions we will answer: What is a PEO? What is the difference between a PEO and ASO (Administrative Services Organization) model? Potential advantages and disadvantages of a PEO and ASO Is payroll, medical & workers compensation insurance, and retirement plans more

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Rising Stars Advisory Board – April Meet-Up

Friday, April 12 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Friday, April 12th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday,  April 12th 6:30pm – 8:30pm Vino Enoteca 700 Welch Road, Palo Alto, CA   Plan ahead! 

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Enterprise Risk Management for Non-Profits

Tuesday, April 9 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15 – $25

Networking with drinks and light fare, followed by discussion Enterprise Risk Management for Non-Profits A proactive and sustained approach to continuous improvement is essential for not-for-profit organizations to earn the support and trust of the communities they serve. The ability to reduce risks, strengthen internal controls, and optimize service efficiency and effectiveness is critical to

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March 2019

Sharks vs Calgary Flames

Sunday, March 31 @ 3:45 pm - 8:30 pm
Special
Who should attend: Chapter Members
$63 – $80

Register now and join the fun!!! Sharks vs Calgary Flames, SAP Center FEISV will have a private entrance to the left of the Store Street Entrance. Tickets and wristbands (for dinner and two drinks (beer, wine, or soda)) will be distributed at check-in. Game and dinner for Members and family only. Arrive at 3:45pm for

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Finance of the future: Digital forces disrupting finance organizations

Tuesday, March 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Agenda: Forces Impacting Finance Digital world Disruption the new norm Agile finance What is agile finance Role of agile finance in addressing disruption Role of Technology in agile finance Implications Benefits Transformation Enablers Digital process Opportunities for finance function Example technologies RPA Blockchain Speaker: Drew Delmonico Partner - Financial Accounting & Advisory Services Ernst &

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The Silicon Valley Real Estate Cycle: Another Bubble or Just Another Day?

Tuesday, March 19 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Has the Silicon Valley “boom” peaked? What’s ahead? More smooth sailing or choppy waters? Assessor Larry Stone will discuss the current status and trends of Silicon Valley’s real estate markets from office, industrial and retail, to single-family and apartments. He will also comment on key economic indicators, including venture capital investment, IPO’s, patents, and immigration.

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Personal Branding: How to be Heard Above the Noise

Tuesday, March 19 @ 4:00 pm - 5:30 pm
Leadership Development PreDinner
Who should attend: Anyone
Free – $15

Executives have brands just like products or companies do. The difference is many executives aren't proactively managing their brands to effectively position themselves for career success. What does your professional brand say about you? If you haven't taken ownership of your brand, what are others saying about you? Most importantly, does your executive brand help

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Lessons Learned in Life… what’s worked, what hasn’t

Tuesday, March 12 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, March 12th from 6:30pm to 8:30pm. Lessons learned in life … what's worked, what hasn't Our speaker is: Pete Ravani, CFP, AIF CBIZ Retirement Plan Services Pete Ravani – Vice-President and Senior Retirement Plan Specialist

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New Member Meetup

Tuesday, March 5 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

Find out more »

February 2019

Succeeding with Small Cap Equity Financings

Thursday, February 28 @ 6:00 pm - 8:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25

Our next Transactions Affinity Group Meeting on February 28th at Quadrus Conference Center. What are the challenges in implementing a small/micro cap equity financing in the public markets today and how best to overcome them in? Who are the key investor groups in this segment, how have they changed over time and what are the

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Develop Your Presentation Mastery

Tuesday, February 26 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Silicon Valley Finance professionals are great with numbers but are seldom considered masterful presenters. In your presentations, do you WOW your audience (Boards, investors, executive staff, your staff, etc.) or are you simply satisfied with delivering information? Are you looking for tangible ways to build your executive presence skillset? Come to a highly interactive workshop

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Job Search & Career Planning Roundtable

Wednesday, February 13 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$25

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

Market Risks and Opportunities . . . Ideas for Investor Actions

Tuesday, February 12 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110

Today’s economic environment is more complex than ever, a complicated intersection of economics, politics, and events at the local, national, and global levels. It is a lot to keep current on and to process, what can private investors do to ensure that their investment portfolios will be able to meet the intended objectives? Erik Davidson,

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Positive Interactions with Board of Directors and Audit Committee Members

Tuesday, February 12 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15

In our roles as financial professionals, we are likely to have contact with the Company’s Board of Directors, and directly with the Audit Committee. On occasion, we will have to communicate negative results or challenging issues. During these occasions, we want these interactions to be positive, as well as have these interactions lead us to

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Rising Stars Meet-Up

Friday, February 8 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Meet-Up is on Tuesday, February 8th from 6:30pm to 8:30pm.                 Location, Date & Time: Friday , February 8th 6:30pm – 8:30pm Lost & Found Beer Garden 20140 Telegraph, Oakland, CA   Plan ahead!  Future Rising

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January 2019

Selling a Business to Private Equity – Pitfalls to Avoid

Wednesday, January 23 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, January 23rd at Baker McKenzie. Topic is: Selling a Business to Private Equity – Pitfalls to Avoid

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Middle-Market M&A Update: Hot Topics and Trends Relevant to Bay Area Organizations

Tuesday, January 22 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

BDO USA, LLP and FEI Silicon Valley invite you and your colleagues to a complimentary program with two of BDO’s fully dedicated transaction advisory professionals, Nate Collins and Charles Irvin. This program will discuss the key financial related issues and trends shaping today’s middle-market deals.

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You Diversify Your Portfolio, You Should Diversify Your Company, Too!!

Tuesday, January 15 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Diversity and inclusion in the workforce are talked about a lot these days. What does it mean and how does it differ from the well-known EEOC requirements that we aim to meet during our hiring process? What does a diverse and inclusive workforce look like? How does the workforce interact? Is it really that different?

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Rising Stars Advisory Board – January

Tuesday, January 8 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, January 8th from 6:30pm to 8:30pm. FEI has engaged Basant Kedia, Senior Managing Director of First Republic Bank who will present "The Life of a Commercial Banker".   Basant Kedia is a Senior Managing Director

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December 2018

Annual Holiday Jazz & Jingle Party!

December 6, 2018 @ 6:00 pm - 9:00 pm
Annual Holiday Party Special
Who should attend: Chapter Members
Free

Come and join your fellow FEISV chapter members (and their spouses/significant others) to celebrate the Holiday Season and another successful FEISV year. 

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CFO Academy Circle Q4

December 5, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle Circles
Who should attend: CFO Academy Graduates
Free

Mentoring . . . It Starts with a Conversation This event is exclusively for CFO Academy graduates. By overwhelming demand, you have identified an unmet need - to develop impactful and long lasting mentor/mentee business relationships. To that end, we have a “not to miss” program featuring Ken Purfey (a nationally renowned serial Entrepreneur, CEO,

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November 2018

Top Five Reasons for M&A Failure

November 29, 2018 @ 7:30 am - 10:00 am
Breakfast Professional Development
Who should attend: Anyone
Free

Come to this highly interactive FEISV Seminar to make certain you walk into your next M&A transaction with eyes wide open!

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New Member Meetup

November 27, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

Find out more »

Self Confidence

November 26, 2018 @ 5:30 pm - 8:00 pm
Affinity Women in Finance
Who should attend: Anyone
$15.00 – $25.00

Women in Finance “Women in the Workplace” is a comprehensive study of the state of women in corporate America. The study is part of a long-term partnership between LeanIn.Org and McKinsey & Company to encourage female leadership and foster gender equality in the workplace. In a study done by McKinsey in partnership with Leanin.org, 200

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Rising Stars Advisory Board

November 20, 2018 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

To all Rising Stars and FEI Board Members: The next Rising Stars Advisory Board of Directors meeting is on Tuesday, November 20th from 6:30pm to 8:30pm. FEI has engaged Robert Half Executive Recruiters to assist our Rising Stars with careers and networking. Consequently, we are putting on an HR seminar to help our young people.

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Job Search & Career Planning Roundtable

November 14, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

Find out more »

Privacy – Everyone Cares….

November 13, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

You hear or see something about privacy in the news almost daily, and often these articles are focused on household names – Facebook, Apple, Equifax, HP, Citigroup, and Stanford University, among others. When breaches happen, often regulation steps in to “solve the problem”. This leads to a wide array of rules an organization has to

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Building Engaging and Lasting Networks

November 13, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

Building Engaging and Lasting Networks In this session, networking trainer Lisa Ann Pinkerton, President of Technica Communications and teacher of the monthly San Francisco Green Networking Powerhouse Series will share a time-tested, simple and systematic process for building engaging and lasting networks. She will include her top 3 secrets for adding at least 250 people

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Fireside Chat with Seasoned CFOs and Board Members – Learn from 100+ Years of Combined Experience

November 1, 2018 @ 5:30 pm - 7:30 pm
Partner Events Special
Who should attend: Anyone

Fireside Chat with Seasoned CFOs & Board Members Learn from 100+ Years of Combined Experience Thursday, November 1, 2018 - 5:00 pm - 7:30 pm We are excited to be invited by the San Francisco Chapter to be their guests. Please join us for a rare opportunity to hear from seasoned CFOs on their perspectives

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October 2018

In the trenches – Cybersecurity and IT Operations Due Diligence

October 25, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Two of RSM’s leading professionals – Colin Zarbough and Alpa Kamdar -- will discuss in this interactive panel how to assist clients as they pursue add-on acquisition and the importance of evaluating IT and identifying cyber-security concerns prior to the close of transaction. Learning objectives: Identify the latest cybersecurity threats and associated damages Identify best

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ASC 606 Revenue, ASC 842 Leases

October 23, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

This presentation will answer important questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

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Shape Your “Successful” Exit

October 19, 2018 @ 7:30 am - 2:00 pm
Partner Events Special

Over 90% of growth-stage companies exit via acquisitions, yet “70 to 90% of acquisitions are abysmal failures,” according to Harvard Business Review. Tune your M&A acumen and maximize your company's probability of success on exit. Bring your CEO and attend this half-day “Shape Your ‘Successful’ Exit” workshop.

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Expect the Unexpected

October 16, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

American Red Cross, CEO Ken Toren will be discussing Red Cross efforts in helping businesses with proactive preparedness, recovery, resiliency and continuity programs designed to keep them operating in some form during and following a disaster.

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Cool Under Fire

October 16, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15.00

COOL UNDER FIRE, an advanced COMMUNICATIONS workshop to help professionals think on their feet.

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How Does Tax Reform Affect Not-For-Profit Organizations?

October 4, 2018 @ 5:30 pm - 7:00 pm
Affinity Non-Profit
Who should attend: Anyone
$15.00 – $25.00

Networking with drinks and light fare, followed by discussion How Does Tax Reform Affect Not-For-Profit Organizations? The enactment of the Tax Cuts and Jobs Act brought fundamental changes to U.S. tax law, from lower tax rates to a greater exemption from federal estate and gift taxation.  Fortunately for us, Loscalzo institute's Allen Fetterman stays up-to-date

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September 2018

2018 Middle Market Economic Outlook

September 26, 2018 @ 5:00 pm - September 27, 2018 @ 8:00 pm
Partner Events Special
Who should attend: Anyone

Join RSM on September 26 and 27 for a discussion of the key economic factors that will be affecting consumer spending and the overall industry in 2018.

RSM’s chief economist, Joe Brusuelas, will provide a keynote speech on macroeconomic market trends, trends in the Bay Area and expected changes in the financial environment. He will also discuss their impact on the consumer. Joe contributes to RSM’s signature publication, The Real Economy. Joe has been featured in Fortune Magazine, The Wall Street Journal, CNBC, CBS, Bloomberg TV, and more.

Following Joe’s presentation, network with key industry executives and enjoy appetizers and cocktails

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Rising Stars Advisory Board Event

September 18, 2018 @ 6:30 pm - 8:30 pm
CFO Academy Circle Circles Rising Stars
Who should attend: Chapter Board Members Rising Stars
Free

The next Rising Stars Advisory Board of Directors meeting is on Tuesday, September 18th from 6:30pm to 8:30pm. Our first speaker will be Bob Strasser – "Path to Firm Partner (twice)" and what it took to get there.  Also, Rick Brounstein, the National FEI Relations Chair will discuss our Chapter’s relationship and activities with National

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The Finance Labor Market in the Digital Age

September 18, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

This presentation will answer important questions and examine staffing models companies are adopting, evolving skill sets and how to hire for and develop them, and ways financial leaders can stay on top of – and ahead of – emerging trends.

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Affinity Networking & Wine Tasting Event

September 14, 2018 @ 4:00 pm - 6:00 pm
Affinity
Who should attend: Anyone
$45.00

Affinity Networking and Wine Tasting Event

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Job Search & Career Planning Roundtable

September 12, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

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Blockchain: It’s a Technology, not Cryptocurrency

September 11, 2018 @ 5:30 pm - 8:30 pm
Dinner Evening Program
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free – $110.00

Although blockchain gained its fame due to cryptocurrencies, in reality, it has...

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Global Trends in Software Dealmaking

September 5, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Come and hear Taylor Henricks, Morgan Stanley’s Head of  West Coast Software M&A, discuss trends in the US and Internationally in the software M&A market. Learning objectives: Understand about Global Software M&A and what is driving those trends. Learn from an experienced M&A professional about the key aspects of negotiating a successful transaction and what

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CFO Academy Circle Q3

September 5, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle Circles
Who should attend: CFO Academy Graduates
Free

This event is exclusively for CFO Academy graduates. We have an “All Star” line up for our Q3 CFO Academy Circle event “Building Your Personal Brand”. It is more important than ever to intentionally define and build one’s professional brand in order to pave the way for your future success. We have received significant feedback

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August 2018

New Member Meetup

August 16, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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Job Search & Career Planning Roundtable

August 8, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable Leadership Development
Who should attend: Anyone
$50.00

Job Search & Career Planning Roundtable
If you are less-than-satisfied in your current career or job situation, come to FEISV’s Job Search and Career Planning Roundtable. This monthly roundtable has been instrumental in helping hundreds of our members work through complexities of their critical career move decisions and the very tedious, lonely job search process.

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July 2018

July Executives In-Transition Roundtable

July 11, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$25

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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BBQ Dinner

July 10, 2018 @ 5:30 pm - 8:30 pm
Dinner
Who should attend: Chapter Members Chapter Partners guests
Free – $110

FEI Silicon Valley and Silicon Valley Bank's Annual Summer BBQ

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June 2018

Test Event

June 30, 2018 @ 8:00 am - 5:00 pm
Affinity
$1
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Is Your Voice As Powerful As You Are?

June 27, 2018 @ 5:30 pm - 8:30 pm
Affinity Women in Finance
Who should attend: Anyone
$15 – $25

Our next Women in Finance Affinity Group Meeting is on Wednesday, June 27, 2018.
Is You Voice As Powerful As You Are?
Make your listeners decide in seconds.

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Transactions Affinity Group: The Next Wave –Thriving After the Deal Closes

June 19, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

This interactive Affinity Group Session will focus on key strategies that you can implement once you have the mission to “Thrive After the Deal Closes.”

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U.S. Tax Reform

June 19, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

U.S. Tax Reform What’s Next? New Business Considerations of Tax Reform In this session, we’ll focus on what issues are arising as the new tax law is analyzed, and considerations that business owners may consider at they move forward in a post-tax reform world. Big Picture – recap on changes in tax reform What are

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Executives In-Transition Roundtable

June 13, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$25

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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Committee Rally Jerseys & Jeans Theme

June 12, 2018 @ 5:30 pm - 8:30 pm
Committee Rally
Who should attend: Chapter Members Chapter Partners
Free

We are wearing our Jerseys and Jeans  for a fun and energetic evening of Networking and showing you how you can get more value from your membership with FEI by finding a Committee that is perfect for your busy life! Who should attend: All New Members Members interested in getting more value for their membership

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Robert Half & FEISV’s 19th Annual Golf ScholarshipTournament

June 11, 2018 @ 10:00 am - 8:30 pm
Golf
Who should attend: Chapter Members Non-Members
$50 – $250

Robert Half and FEISV's Nineteenth Annual Scholarship Golf Tournament       Want to win up to $10,000 in prizes, support a great cause, and enjoy great networking opportunities all at the same time? Sign up now to play in Robert Half and FEISV's Nineteenth Annual Scholarship Golf Tournament! Not only will your participation benefit

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CFO Academy Circle

June 6, 2018 @ 8:00 am - 10:00 am
CFO Academy Circle
Free

This event is exclusively for CFO Academy graduates FEI and BDO USA, LLP invite you and your colleagues to a complimentary seminar on happiness, money, harmony, and unstoppable confidence. We welcome our guest speaker, Just Win Singh, founder of the Institute of Happiness in Vadodara, India, who will share his knowledge and experience on how

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May 2018

Transaction Affinity Group – State of the Markets Update

May 22, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15.00 – $25.00

Our next Transactions Affinity Group Meeting on Tuesday, May 22, 2018.
Hear the inside views on the health and productivity of the venture ecosystem in the most recent edition of SVB Analytics’ State of the Markets report

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Reversing the Trends in Healthcare Costs

May 22, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

The purchase of medical goods and services by health plans in no way resembles any other business transaction in American commerce. In fact, American employers pay the highest healthcare costs in the world. And yet, as providers and insurers handle the bills in a black box, they mostly remain in the dark about why those

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Time for leadership—Breakthrough insights and practices for today’s leaders!

May 15, 2018 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners
Free – $110

Time for leadership—Breakthrough insights and practices for today’s leaders! Leaders today are challenged with finding time to lead! With 3.27 hours on average spent on e-mail every day, endless hours occupied by back-to-back meetings, tremendous energy consumed by constantly changing priorities, and, in addition, the time spent wrestling with increasingly complex technologies, how much time

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How to Thrive Professionally in a World of AI and Machine Learning

May 15, 2018 @ 4:00 pm - 5:30 pm
Pre-Dinner Professional Development
Who should attend: Anyone
Free

How to Thrive Professionally in a World of AI and Machine Learning Artificial Intelligence is becoming a major economic force. The leap from computing built on the foundation of humans telling computers how to act to computing built on the foundation of computers learning how to act has significant implications for every industry. This month,

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Circle 500

May 9, 2018 @ 6:00 pm - 8:00 pm
Circle 500
Who should attend: Anyone
Free

Circle 500 You are invited to this very small, select group will engage leaders and peers to meet and share best practices and experiences — all with the goal of helping you better perform in your unique business arena. We’d love to have you join us; the details are below. Please let us know if

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May Executives In-Transition Roundtable

May 9, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$50

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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East Bay Affinity Group

May 8, 2018 @ 5:00 pm - 7:00 pm
Affinity East Bay Affinity
Who should attend: Anyone
$15 – $25

This is our first East Bay event of the year and a great chance to meet fellow East Bay finance professionals. Non East By professionals are invited, too!

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CFO Readiness Academy

May 3, 2018 @ 5:30 pm - May 23, 2018 @ 8:00 pm
CFO Readiness Academy
Who should attend: Anyone
$250 – $350

Event Information Thursday, May 3, 2018 Thursday, May 10, 2018 Thursday, May 17, 2018 Wednesday, May 23, 2018" 5:30 pm Networking (cocktails and heavy Hors D'oeuvres) 6:00 pm Program 8:00 pm After-Program Networking   This event is focused on important skills for the CFO community that Financial Executives of Silicon Valley (FEISV) serve on a

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April 2018

Non-financial reporting & the role of finance & IA

April 24, 2018 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

  Learning objectives: How nonfinancial sustainability reporting is reshaping the role of those in finance and internal audit. The session will cover how companies of all sizes and across industries are being impacted by market pressures to disclose non-financial information. Speakers: John DeRose Executive Director, Climate Change & Sustainability Services Ernst & Young, LLP  

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Doing Good While Doing Well

April 20, 2018 @ 1:00 pm - 3:30 pm
Second Harvest Special
Who should attend: Anyone
Free

FEI Silicon Valley invites you to an exciting event - Doing good while doing well Please come at 1:00 PM for lunch or 1:30 PM skipping lunch. Please note the volunteer event ends at 3:30 PM. Open to all.

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The Work Revolution

April 17, 2018 @ 5:30 pm - 8:30 pm
Evening Program
Who should attend: Chapter Members Chapter Partners
Free – $110

The Work Revolution Technology and globalization are increasing the pace of workforce change. In just a few years, a third of the skills needed in our workforce will be brand new. Traditional models of hiring—job boards, LinkedIn, temp and creative agencies—no longer provide the agility businesses need to get work done. We’re at the brink

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FEI Silicon Valley, Executive Recruiter Panel

April 17, 2018 @ 4:00 pm - 5:30 pm
Leadership Development
Who should attend: Anyone
Free – $15

FEI Silicon Valley, Executive Recruiter Panel How is the market for senior financial executives in Silicon Valley? What experience do I need right now? How do I get on the right recruiter’s radar? How do I stand out? This month three top executive recruiters will share their 2018 market outlook for Silicon Valley. They will

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New Member Meetup

April 12, 2018 @ 5:30 pm - 7:30 pm
New Member Meetup Special
Who should attend: Chapter Members Non-Members
Free

Come join your fellow new members to learn more about getting the most from your membership, while mingling with your fellow new members. Bring a friend who you think would enjoy our activities and benefit from our programs, and who is eligible to join FEI.

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Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know!

April 11, 2018 @ 5:00 pm - 7:00 pm
Affinity Transactions
Who should attend: Anyone
$15 – $25

Our next Transactions Affinity Group Meeting on Wednesday, April 11, 2018. By popular demand, based on the results of our recent TAG meeting survey, our most requested, highest-ranked topics are: Selling a Business – What Every CEO, CFO, Business Owner & Board Advisor Needs to Know! Including… Top Mistakes Made in Selling a Businesses

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Executives In-Transition Roundtable

April 11, 2018 @ 8:00 am - 11:00 am
Job Search & Career Planning Roundtable
Who should attend: Anyone
$50

Whether you’re in transition, marketing your consulting practice, or just want to stay sharp in today’s changing business environment, you can’t afford to get caught without a plan. That’s why FEI provides a peer-to-peer resource group to help you take — and keep — control of your career: The Executives in Transition Roundtable,

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Hall of Fame Skills in the Business World

April 10, 2018 @ 6:30 pm - 8:30 pm
Rising Stars
Who should attend: Chapter Alumni Chapter Board Members
Free
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