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June 2021

Growing pains: Markets outlook for the months ahead

Thursday, June 24 @ 4:30 pm - 6:00 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

As vaccine programs roll out, many economies are regaining momentum. But how vulnerable will the markets be to inflation? And after so much structural economic change, where will the challenges and opportunities lie? We will discuss our latest macroeconomic and asset-class forecasts, and explore their implications for portfolios. Learning objectives: Macro view: Where we are in the post-covid global economic recovery and what is the greatest risk to our growth case. Our expectation of both monetary and fiscal policy for…

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July 2021

Wine and Chef Theo’s Virtual Master Cooking Class

Thursday, July 1 @ 5:00 pm - 6:00 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

Please join us for a  glass of wine and virtual Master Cooking Class. Menu: Pan Roasted Salmon Tomato Shallot Jam Herb Roasted Squash Strawberry Thyme Shortcake Whipped Cream Download Shopping list and full menu with instructions  Note: Registration closes June 18th at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you. Enjoy screenshots from a past cooking class with Theo:                          …

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Rethinking the Cash Collections Process Using a Data-Driven Approach

Thursday, July 8 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

A team of graduate students from the Leavey School of Business at Santa Clara University will be discussing a practicum project they recently completed for a Unified Communications as a service (UCaaS) provider. The project applied data analytics to optimize the cash collections process and ultimately reduce company DSO. First, the team will outline the limitations of a manual and non-intelligent collections process. Next, they will demonstrate how to redefine the process using a prioritization mechanism that will help improve…

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Managing Cyber Risks

Thursday, July 15 @ 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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Wine Tasting with Robert Mondavi Winery

Thursday, July 29 @ 5:00 pm - 6:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

Please join us for a virtual tasting of four wines (Fume Blanc, Maestro (Bordeaux Blend) Cabernet Sauvignon, and Moscato D’Oro) from Robert Mondavi's Napa Valley Tier Collection. For more than 50 years, the Robert Mondavi Winery has been a shining symbol of the Napa Valley. Founded in 1966, it was the first major winery built in Napa Valley in the three decades since the repeal of Prohibition (1933) and went on to establish the foundation for the modern-day California wine…

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August 2021

Data Analytics & Visualization – Secrets of Presenting your Financial / Other Data to Wow your Audience

Tuesday, August 17 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Qualified Guests
Free

Dr. Carrie Beam will provide a broad overview of the field of analytics as it applies to the general business world. First, she will outline the analytics maturity roadmap, and how to benchmark different companies’ analytics maturity levels. Next, this talk will provide a basic overview of descriptive, predictive, and prescriptive analytics, and how to determine which technique is best suited for each situation. Case studies on market segmentation, direct marketing, forecasting under uncertainty, and valuation will be provided. Participants…

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September 2021

FEISV & FEIAZ, Financial Officers Forum

Friday, September 3 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF) Virtual Luncheons
Who should attend: Anyone
Free

FEI Silicon Valley and FEI Arizona presents FOF. FOF focuses on issues faced by senior finance professionals (e.g. CFOs, Controllers, VP Finance) who currently provide consulting services to companies. Attendees develop topics for discussion primarily reflecting current client situations and share best practices, personal experiences and their connections, all entirely on a confidential basis – similar to a Vistage format. This Affinity Group should be of interest to all CFOs, Controllers and their advisers, regardless of industry sector. Also you…

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Pre-Liquidity Tax Planning for Founders & Executives

Tuesday, September 14 @ 4:00 pm - 5:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

When it comes to preparing for a significant business liquidity event, the key is to plan early and often. How do you juggle financial success, tax savings and family harmony given ongoing market volatility and uncertainty over U.S. tax policy? This presentation offers insights and strategies to help founders and executives successfully navigate the transition from entrepreneur to investor while balancing their succession and wealth transfer planning. Speaker: Justin T. Miller J.D., LL.M., TEP, AEP, CFP Partner & National Director…

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Member Mixer with Rombauer Vineyards

Wednesday, September 29 @ 4:00 pm - 5:30 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$35

The first member mixer in April that was kicked-off with wine tasting was a huge success. If the formula works…then let’s do it again! Did you know that Koerner Rombauer’s great aunt Irma Rombauer wrote Joy of Cooking? Join us to learn many other fun and informative facts about Rombauer Vineyards. Rombauer Vineyards is a family-owned company that has been recognized for creating wines which offer superior character, style, and value. Rombauer Vineyards is a Napa Valley based, family-owned winery…

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October 2021

Fireside Chat on “Preparing to be a Public Company”

Tuesday, October 26 @ 12:00 pm - 1:30 pm
Affinity
Who should attend: Chapter Members Chapter Partners Rising Stars
Free

Preparing to be a public company Public company readiness checklist Building a scalable infrastructure Transitioning to a public company compensation structure Constructing a public board Speaker: A. Brooke Seawell Venture Partner New Enterprise Associates Brooke joined New Enterprise Associates in 2005 as a Venture Partner, focusing on software, systems and internet investments. He brings 30-plus years' experience in technology finance and operations. Brooke serves on the board of directors of NVIDIA (NASDAQ: NVDA), Tenable (NASDAQ: TENB), Eargo (NASDAQ: EAR), GoodLeap,…

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Equal Pay Data Reporting, an Asset for the Strategic Employer

Thursday, October 28 @ 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

Chandon Virtual Tasting – California in a Glass

Thursday, November 4 @ 5:00 pm - 6:00 pm
Wine Tasting
Who should attend: Chapter Members Chapter Partners
$25

Taste a collection of sparkling wines that reflect the essence of who we are. French born and California raised. Showcasing some of our favorite cuvees. TASTING: Reserve Brut, Reserve Pinot Noir Rosé and Etoile Brut. Please register by 10/18, no later than 10/21.  

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FEISV & FEIAZ, Financial Officers Forum

Friday, November 5 @ 12:00 pm - 1:00 pm
Financial Officers Forum (FOF)
Who should attend: Anyone
Free

FEI Silicon Valley and FEI Arizona presents FOF. FOF focuses on issues faced by senior finance professionals (e.g. CFOs, Controllers, VP Finance) who currently provide consulting services to companies. Attendees develop topics for discussion primarily reflecting current client situations and share best practices, personal experiences and their connections, all entirely on a confidential basis – similar to a Vistage format. This Affinity Group should be of interest to all CFOs, Controllers and their advisers, regardless of industry sector. Also you…

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Wine and Chef Theo’s Virtual Master Cooking Class

Tuesday, November 9 @ 5:00 pm - 6:30 pm
Special
Who should attend: Chapter Members Chapter Partners
$25

Please join us for a  glass of wine and virtual Master Cooking Class. Menu: Lobster Spaghetti Tomato Brandy Sauce Lemongrass Ginger Panna Cotta Fresh Lime Download Shopping list and full menu with instructions  Note: Registration closes  October 29th at 3pm so Silicon Valley Bank can have time to ship a bottle of wine to you. Enjoy screenshots from a past cooking class with Theo:                                …

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Elephant in the Valley and Beyond

Thursday, November 11 @ 4:00 pm - 5:30 pm
Affinity Women in Finance
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Challenges Faced by Women in the Workplace Co-author Michele Madansky, will share the results of their interviews with 200+ executive level women in Silicon Valley. The inspiration for this survey came out of the incredible conversation from the Ellen Pao & KPCB trial. For further background: www.elephantinthevalley.com. Dr. Madansky shared her research from the most cited publication on gender bias in Silicon Valley, The Elephant In the Valley on Nov 8, 2016 (a more memorable night for other reasons).   She…

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Lending Strategies Roundtable

Thursday, November 18 @ 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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Rising Stars: Project Finance Primer

Thursday, November 18 @ 6:30 pm - 7:30 pm
Rising Stars
Who should attend: Chapter Members Chapter Partners Rising Stars Qualified Guests
Free

Hello, Rising Stars! We are delighted to kickoff our first Speaker Event with Blake Gandrup, Project Finance Manager at Concentric Power Inc. Prior to Concentric, Blake spent nearly 4 years as a principal analyst at Fitch Ratings Project Finance practice managing a multibillion-dollar portfolio, covering both energy and transportation sectors. He was previously the VP of the Rising Stars and is now serving on our Advisory Board. Recently, he completed his MBA at Santa Clara University in 2020 with the…

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Managing Merger and Acquisition Risk

Tuesday, November 30 @ 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 @ 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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