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FEI Silicon Valley and its partners offer 1-hour professional development seminars each month followed by 30-minute post networking.  Our partners include top tier CPA firms, law firms, banks and consulting firms, which provide deep insights on finance, accounting, compliance and leadership topics.

These seminars are a valuable resource for our members to update current issues and regulations and to earn CPE credits. Also, provides networking opportunities for members and partners.

For more information, contact Micky Robledo

 

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Past Events › Professional Development

March 2019

Finance of the future: Digital forces disrupting finance organizations

Tuesday, March 26, 2019 @ 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 & Young, LLP Drew Delmonico is a Partner in Ernst & Young LLP’s Financial Accounting Advisory Services (FAAS) practice with more than 18 years of public…

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April 2019

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

Tuesday, April 16, 2019 @ 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 cost effective with a PEO/ASO model? How do PEO’s make money? What is a Certified PEO?   Speakers: Pete Ravani Vice-President & Senior Retirement Plan…

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May 2019

Current M&A Landscape and Implications for the Tech Sector

Tuesday, May 14, 2019 @ 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 remainder of 2019. We’ll also focus on increased Venture Capital and Private Equity participation in the transaction market and the impact on the technology sector…

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June 2019

Robotic Process Automation (RPA)

Tuesday, June 25, 2019 @ 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, and has worked within the healthcare, technology, utilities, and financial service sectors   Nicole Loventhal Director, KPMG 20+ years experience Background includes Intelligent Automation, business…

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September 2019

Catching the Digital Wave! Leveraging Emerging Technologies to Disrupt the Finance & Accounting Function

Tuesday, September 24, 2019 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Digitization is transforming businesses throughout the world. There are four key drivers behind these efforts: improving customer engagement; digitizing products and exploring new business models; improving decision making; and driving operational efficiencies. Organizations need to decide whether they are going to be the disruptor and try to take a lead as a transformer, or whether they are going to play a waiting game, monitor the competitive landscape, and react as necessary to defend market share. There are a multitude of…

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October 2019

California Consumer Privacy Act (CCPA) – Should you be concerned?

Tuesday, October 29, 2019 @ 8:00 am - 10:00 am
Breakfast Professional Development
Who should attend: Anyone
Free

BDO USA, LLP and FEI Silicon Valley invite you and your colleagues to an information packed, complimentary program with BDO’s privacy expert, Sangeet Rajan to discuss California's version of GDPR which impacts all companies here that deal in consumer data.   This program will discuss the key privacy issues and trends and what your organization needs to be thinking about to comply with the new law. You will gain valuable insights into what you can expect in 2020, and how…

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January 2020

Current Accounting Update

Tuesday, January 21, 2020 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Current Accounting Update (Joe Talley presenter): Revenue Lease accounting Cloud computing costs FASB Simplification Initiatives SEC comment letter trends RPA and Analytics (Kaushik Raha presenter): What is Robotic Process Automation (RPA)? Demo of a digital accountant (software bot) Secrets to success for RPA implementations in accounting and finance Convergence – Bots, Analytics and Process Optimization   Speakers: Joe Talley, CPA Partner - Technical Accounting & Financial Reporting Practice Co-Leader   Joe is a Senior Partner and Practice Co-Leader at SOAProjects…

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February 2020

Develop Your Presentation Mastery

Tuesday, February 25, 2020 @ 7:30 am - 9:30 am
Breakfast Professional Development
Who should attend: Anyone
Free

Back by popular demand.... 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 led by Ron Yu, an executive coach and Platinum Partner with FEISV. You cannot “think” your way to becoming a dynamic…

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September 2020

Fireside Chat: Demystifying India’s New Digital Taxes

Friday, September 11, 2020 @ 12:00 pm - 1:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Anshu Khanna in a fireside chat with Laura Wylie discussing the global landscape of digital taxes, India’s recent and unexpected updates to its equalization levy, India’s unilateral efforts to tax the digital economy, key concerns for global technology companies, and practical suggestions for how to prepare and respond. Learning objectives: Discuss evolving global digital tax landscape with India’s stance Describe the Equalization Levy/ Digital Taxation of India and what type of clients this taxation applies to; Identify key concerns for…

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October 2020

Cyber Risk, an actionable perspective for the CFO

Tuesday, October 13, 2020 @ 4:00 pm - 5:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

We will discuss case studies, types of attacks in various verticals. How it happened; the outcome and costs; what could have prevented it, what the entity is doing moving forward. How to acquire cyber protection; which solutions are right for your organization; the costs of hiring vs outsourcing. We will do a live exercise: Filing out the NIST five functions diagram with case specific solutions. Learning Objectives: Cyber Risk - What is it and Why You Should Care How to…

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December 2020

World Wise – Working in a World that is Local, Global, In Person, and Virtual

Tuesday, December 8, 2020 @ 12:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Non-Members
Free

Working in a World that Is Local, Global, In Person and Virtual In today’s global business environment success depends as much on the building personal relationships as it does on technical expertise. However, working with clients, partners, consultants from around the world may not be easy. Backgrounds, cultures and approach to doing business vary. In addition we now engage virtually even more than in person. Building connections is challenging but not impossible. At the conclusion of this interactive program participants…

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January 2021

OKRs, Goals, and Why Start with Why

Tuesday, January 19, 2021 @ 3:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Non-Members
Free

OKAs, Goals, and Why Start with Why? With the growing popularity of OKRs and other formalized goal setting systems, why do many teams still report misunderstandings around goals and metrics? How is it that some teams can achieve their metrics but still feel unsuccessful? The simple answer is that OKRs, KPIs, and similar systems are tools that are only as effective as their users. If you are interested in a more useful answer, join us for a deeper look into…

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February 2021

Maximizing Value from LinkedIn — It’s Changed – Have You?

Tuesday, February 16, 2021 @ 12:00 pm - 1:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Success on LinkedIn all starts with you – your personal brand, your authenticity, and your credibility. Learn how the changes on LinkedIn affect you. What was a great profile two years ago may no longer be enough to have a positive effect on viewers. Building relationships is still the key on LinkedIn but visual elements and activity are now a critical component in the new formula for success. In this practical and informative presentation, Sandra Clark, a Professional LinkedIn Coach…

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March 2021

Future Proofing Your Tech Stack

Tuesday, March 16, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Is your tech stack ready to grow with your business in an era of rapid and accelerated transformation? Hear from Steve Jones, Technology Consulting Principal at RSM and former CEO and co-founder of Explore Consulting, as he shares his story of starting an ERP Consulting firm running 100% in the cloud, growing it to a team of 50, and then successfully selling it. Steve has evangelized the benefits of the cloud for more than 20 years, helping hundreds of organizations…

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The New Labor Model for Finance: How Leading CFOs Are Sourcing Talent in the Digital Age

Tuesday, March 30, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Future accounting and finance functions will be significantly different from the past, as will the staffing needs and demands they face. In response, the labor model will include multiple sources for skills and experience. How will these trends and factors such as robotics, automation and the human cloud impact management’s ability to create and maintain a competitive, agile workforce? How will they impact business models and labor pools? How might they impact your company? This presentation will cover these questions…

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The New Labor Model for Finance: How Leading CFOs Are Sourcing Talent in the Digital Age Copy

Tuesday, March 30, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Future accounting and finance functions will be significantly different from the past, as will the staffing needs and demands they face. In response, the labor model will include multiple sources for skills and experience. How will these trends and factors such as robotics, automation and the human cloud impact management’s ability to create and maintain a competitive, agile workforce? How will they impact business models and labor pools? How might they impact your company? This presentation will cover these questions…

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April 2021

VC State of the Industry

Tuesday, April 6, 2021 @ 11:00 am - 12:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Please join PitchBook VC Analyst Kyle Stanford and Basant Kedia for an overview of US venture capital activity. This session will cover the following themes: Venture Capital investment trends including fundraising, deal flow and exit activity A 2020 vs 2021 comparison - how has the market changed from year to year? How COVID has impacted funding Speaker: Kyle Stanford VC Analyst PitchBook Kyle Stanford is a VC Analyst at PitchBook, where he covers nontraditional VC investment and contributes to quarterly…

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Contract modifications in the COVID-19 environment

Thursday, April 15, 2021 @ 4:00 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Contract Modifications in the COVID-19 Environment This session provides important reminders related to contract modifications and financial reporting considerations in the current environment. Objectives: Describe potential contract modifications for debt instruments, share-based payments, contracts with customers, and leases Recognize accounting-related issues for certain contract modification transactions Speakers: Amanda McCarty Audit Partner & Office Managing Partner, Silicon Valley Grant Thornton LLP Amanda is Grant Thornton’s Silicon Valley Office Managing Partner. She leads a team of audit, tax and advisory experts working…

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How to Achieve SPAC Success?

Tuesday, April 20, 2021 @ 4:00 pm - 5:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Special Purpose Acquisition Companies, or SPACs, have seen a resurgence in popularity since becoming all but extinct after the 2007-2008 financial crisis. These publicly-traded companies are formed with the sole purpose of raising capital to acquire one or more unspecified businesses. The management team that forms the SPAC (the “sponsor”) forms the entity and funds the offering expenses in exchange for founder’s shares. Although the COVID-19 pandemic has caused significant economic hardship for most, SPAC deals have accelerated at record-breaking…

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July 2021

Managing Cyber Risks

Thursday, July 15, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

• Cyber attacks occur every 39 seconds; is your firm prepared? • Are you comfortable that your firm is taking all precautionary measures to minimize the possibility of a Cyber event, such as a Ransomware attack or Social Engineering? • In the event that your firm does have a breach, does your firm have the broadest insurance protection available in today’s market? Join us for a for a presentation that will cover the following Understanding best practices preventive measures your…

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October 2021

Equal Pay Data Reporting, an Asset for the Strategic Employer

Thursday, October 28, 2021 @ 11:45 am - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

California’s recently passed SB973 requires certain employers to collect and report the number of employees by gender, race and ethnicity in specific job categories, and also broken down by pay bands established by the federal government. California employers need to understand the requirements and implications of these reports, as well as other legal obligations that may be implicated. In this program, a unique team featuring a certified public accountant and experienced employment attorney will define the law and reporting requirements,…

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November 2021

Lending Strategies Roundtable

Thursday, November 18, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Join us and explore the current landscape of lending options available to venture backed companies and SMBs. We’ll discuss when to consider options like venture debt, how to evaluate your business metrics in anticipation for securing additional capital, as well as non-dilutive alternative lending sources that may be worth considering. Basant's Learning Objectives: Alternative lending strategies available to venture backed companies Options including emerging platforms like Pipe, Brex VD, etc. Navigating what lending options are appropriate given your company’s stage…

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Managing Merger and Acquisition Risk

Tuesday, November 30, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

We all know that entering into M&A transactions carries tremendous risk. During this session we will learn more from a legal perspective, what are these risks and what can be done to mitigate unnecessary exposures arising out of these transactions at a later date. This said, we all know that no matter what precautionary measures a firm takes to minimize risk, there is potential for future litigation. In the event that a claim is made post transaction, we will also…

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December 2021

Unleash Your Peak Performance

Thursday, December 2, 2021 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Let’s face it – this profession (and the world at large) can feel demanding at times! Many of us focus all our energy on serving those around us – our clients, teams, colleagues, family and friends – oftentimes at the expense of our own well-being. In order to be a high performer, you must increase your capacity to bring energy and full engagement to the things you value most. We’ll explore how investing your time in managing your energy enhances…

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January 2022

Thinking Beyond Cubicles: Meet the New Workplace

Thursday, January 13 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As organizations look to the future, many will institute hybrid or fully remote working arrangements. A thoughtful and strategic approach is needed as this requires not just a change in the way people work, but a change in the way businesses operate. Not only does it entail physical office space, but also the strategic plan to recruit, develop, manage and retain talent across the organization. Learning objectives : Developing a hybrid/remote work model Optimizing recruitment, performance, collaboration, innovation and communication…

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Integrating intelligent automation in your close cycle

Thursday, January 20 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

The financial close is an integral part of the financial cycle to produce insights and drive decision-making. The typical financial close, however, is rife with challenges due to multiple manual touchpoints, disparate technologies, limited data insights, and disconnected teams. With the emergence of digital technologies, finance leaders have the opportunity to address these shortcomings and future-ready their organizations. In this discussion, the Grant Thornton Transformation team will highlight the challenges of the financial close, the intelligent automation paradigm, and considerations…

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During Uncertainty, How do CFOs and Investors Use Metrics

Tuesday, January 25 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A constant discussion is around what metrics should you use to guide executive decision making, informing the board, and new fundraising. All the more so with much uncertainty in the market. This FEI Silicon Valley discussion will revolve around what are those metrics, and how do you build consensus in determining, creating, and presenting them. Learning objectives: • What metrics should you show by stage • How do you create the culture and process to produce those metrics • How…

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February 2022

401(k) & Retirement Plan Fiduciary Responsibility — What CFOs Don’t Know Can Hurt Them

Tuesday, February 22 @ 12:00 pm - 1:30 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

In an ever competitive and litigious business environment, the CFO is often put in the role of serving as a business’ retirement plan fiduciary. Please join Daniel Notto, Managing Director of J.P. Morgan Asset Management, to understand the role and responsibilities of the plan fiduciary, as well as recent developments related to plans and uncertainties. Topics to be covered include key areas the Department of Labor focuses on during an audit of a plan, as well as an update on…

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April 2022

Interest Rate and Economic Outlook for 2022

Thursday, April 14 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

After years of unprecedented fiscal stimulus, expectations are that interest rates will increase in 2022. Please join us for an hour with the West Coast leader of MUFG’s Interest Rate Solutions team to discuss the outlook for the rate increases and the expectations for the economy. Steve Russell will bring insight from the MUFG chief economist around the factors that will drive the Fed’s decision and the potential impacts of the coming increase in interest rates. Learning Objectives: 1. Gain…

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June 2022

Remote Work: Dream for Some Workers, Tax Nightmare for Payors?

Tuesday, June 7 @ 12:00 pm - 1:15 pm
Professional Development
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A discussion of hidden (and not so hidden) exposures that employers and other payors of compensation face when allowing workers to perform services in locations of their choice, including other states and countries. Will include unique considerations for federal, state, social security, and foreign payroll and compensation purposes. After completing this training, participants should be able to: Consider protocol for identifying remote workers’ ‘tax homes’ for classification of travel-related payments as compensatory Identify unique differences between U.S. persons and nonresident…

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