FEI SF Bay Area (Financial Executives International)

Join us for our next East Bay Local Pod social - happening on Wednesday, 11/13 from 5:30pm - 8pm at Hideout Kitchen in Lafayette! Event and registration information: https://lnkd.in/g4Ufm56R The 11/13 event is part of FEI SF Bay Area (Financial Executives International)'s LOCAL PODS PROGRAM - which brings in-person networking to locations which are convenient to members - with four "pods" established where our members live/work (SF, the East Bay, just south of SF, and the North Bay). Check out pictures from our past East Bay Local Pod socials in the post! If you'd like to join us at our 11/13 event or a future chapter in-person event but are not a member: ✔ If you qualify for membership (see https://lnkd.in/e2G9h_B) and haven't previously been a member of FEI, you can join us as a trial member. FEI is currently offering a six-month, free trial membership for those have not been members of FEI in the past and want to check out chapter events and other FEI benefits. The link to the trial membership application is at: https://lnkd.in/gpZU4Udc. Once you sign up for trial membership, you can attend as many events as you’d like (including the 11/13 event in Lafayette) for a six-month trial period. ✔ If you don’t qualify for membership and are interested in exploring a strategic partnership/sponsorship with us, please contact Josette Ferrer for further information. ✔ If you're a past member (including a prior trial member) and you need to renew your membership, reach out to membership@financialexecutives.org. #fei #feisfba #financialexecutivesinternational FEI | Financial Executives International Shannon Tatum, Rob Bonner, Kristin Mauer, Glenn Snyder, Daniel Sanchez, Bob Miller, Matthew Ritthaler, Steve Lee, Bob Miller, Rebecca Price Colman, Lynn Felske, CPA Amir Hamidzadeh, CPA (inactive), Christina Bui, Kristine Aragon, Scarlet Sayerwin, CPA, Larisa Rapoport, Javier Chávez, Sonny Grewal, Brad Hershey, Kim Crosslin, Armello Rodriguez, Adam Prescott, AP Gujral, Lindsay Gallion, Chuck Reyna, CPRM, CAPI, CPRIA, Matthew Sheridan, Tyler McDonald, Ania Jablonowski, John Dauphin, Thomas Midura, Leah Delajoux, Whitney Willard, CMP, Sunya A., Ting Ba Aileen Supena Throne, Robert Lavoie, Micky Robledo

It was great to see everyone at two events this week in SF - 𝐄𝐧𝐠𝐚𝐠𝐞 𝐭𝐡𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐬 and the relaunch of our 𝐖𝐨𝐦𝐞𝐧'𝐬 𝐀𝐟𝐟𝐢𝐧𝐢𝐭𝐲 𝐆𝐫𝐨𝐮𝐩! We really appreciate our strategic partner Baker Tilly and the team led by Kristin Mauer for hosting both events! Thanks much to our experts for their insights - Krista L. Mitzel (she/her), Laurie Sanders, Bob Miller, Javier Chávez, Scarlet Sayerwin, CPA, Chanpreet Singh, Rebecca Price Colman, Glenn Snyder, James Myers, Rob Bonner, Matt Kuhn, Andre Spinoglio, ARM A big thank you also to Sipei Bowman, MBA for leading our Women's Affinity group! We're looking forward to our final two 2024 in-person events - our 𝐄𝐚𝐬𝐭 𝐁𝐚𝐲 𝐋𝐨𝐜𝐚𝐥 𝐏𝐨𝐝 𝐒𝐨𝐜𝐢𝐚𝐥 on 11/13 in Lafayette and our 𝐇𝐨𝐥𝐢𝐝𝐚𝐲 𝐏𝐚𝐫𝐭𝐲 on 12/3 in SF! Shannon Tatum, Amir Hamidzadeh, CPA (inactive), Christina Bui, Larisa Rapoport, Bruno Carlucci Pontes, CPA, Daniel Sanchez, Sonny Grewal, Armello Rodriguez, Kim Crosslin, Brad Hershey, John Dauphin, Leah Delajoux, Thomas Midura, Whitney Willard, CMP, Matthew Ritthaler, Adam Prescott, AP Gujral, Steve Lee, Matthew Sheridan, Tyler McDonald, Ania Jablonowski, Sunya A., Micky Robledo, Josette Ferrer #fei #feisfba FEI | Financial Executives International

As 2024 comes to a close, now is the time to prepare for changes in the year ahead with two upcoming webinars! ✔️ 𝐔𝐧𝐜𝐥𝐚𝐢𝐦𝐞𝐝 𝐏𝐫𝐨𝐩𝐞𝐫𝐭𝐲 𝐑𝐢𝐬𝐤𝐬 - 𝐖𝐡𝐚𝐭 𝐘𝐨𝐮 𝐃𝐨𝐧'𝐭 𝐊𝐧𝐨𝐰 𝐂𝐚𝐧 𝐇𝐮𝐫𝐭 𝐘𝐨𝐮𝐫 𝐁𝐮𝐬𝐢𝐧𝐞𝐬𝐬 addresses the issues companies face with evolving complexities in unclaimed property, including shorter dormancy periods, unique property types, and increased state audit and compliance notices, making coordination across an organization essential to minimizing risk. Thursday 11/7, 12pm - 1:15pm PT 1.5 CPE credits Register at https://lnkd.in/eMCP93Gg ✔️ 𝐓𝐚𝐱 𝐔𝐩𝐝𝐚𝐭𝐞𝐬 𝐭𝐡𝐚𝐭 𝐂𝐅𝐎𝐬 𝐍𝐞𝐞𝐝 𝐭𝐨 𝐊𝐧𝐨𝐰 𝐟𝐨𝐫 𝟐𝟎𝟐𝟓 covers key issues impacting companies likely to be affected by the November election, with a special focus on developing strategies to address changes impacting federal, state, and international tax. Thursday, 12/5, 12pm - 1:45pm PT 2.0 CPE credits Register at https://lnkd.in/eX42qhtt Thank you to Baker Tilly for leading both webinars! We appreciate continued collaborations with Kristin Mauer, and speakers Matthew Chenowth, Steven S., Ryan McKenzie, Olya Miklashevich, CPA, and Kristina Stibrich for being able to share their insights! Shannon Tatum, Rob Bonner, Amir Hamidzadeh, CPA (inactive), Kristine Aragon, Bob Miller, Rebecca Price Colman, Glenn Snyder, Matthew Ritthaler, Steve Lee, Daniel Sanchez, Armello Rodriguez, Kim Crosslin, Adam Prescott, AP Gujral, Lindsay Gallion, Matthew Sheridan, Tyler McDonald, John Dauphin, Thomas Midura, Leah Delajoux, Sunya A., Lynn Felske,CPA, Matthew R. Segall, Josette Ferrer #FEI #feisfba FEI | Financial Executives International

We're excited about our special in-person event - 𝐄𝐧𝐠𝐚𝐠𝐞 𝐭𝐡𝐞 𝐄𝐱𝐩𝐞𝐫𝐭𝐬 - on Wed, 10/30 from 5:30pm to 8pm at Baker Tilly in SF! 👉 Register at: https://lnkd.in/efp6Abi2 "Engage the Experts" is an in-person, interactive session with experts from our Fall 2024 CFO Bootcamp. Hear best practices, discuss aspects which are keeping our experts awake at night, ask about issues your company may be having, or get some career advice from people who have walked in your shoes. This event is also a great opportunity to network with and exchange ideas with fellow FEI SF Bay Area (Financial Executives International) members! Our experts confirmed to date and the respective areas they will cover include: EMPLOYMENT AND CORPORATE LAW - Krista L. Mitzel (she/her) - Founder and Managing Partner, The Mitzel Group - Laurie Sanders - Partner, Fox Rothschild FUNDRAISING AND CAPITAL STRUCTURE - Bob Miller - Partner, CFOs2GO - Daniel Sanchez - Senior Vice President, Wells Fargo FINANCIAL MANAGEMENT - including Accounting, Audit, Tax, and Treasury - Scarlet Sayerwin, CPA - Managing Director, Assurance Practice at Baker Tilly - Chanpreet Singh - Senior Director of Internal Audit and SOX, Ouster - Rebecca Price Colman - Tax Director, SOAProjects - Daniel Sanchez - Senior Vice President, Wells Fargo (covering Treasury in addition to Fundraising above) STRATEGIC PLANNING AND FP&A - Glenn Snyder - FP&A Executive and former VP of FP&A at Vacasa and Mobileum - James Myers - Founder and CEO, FP&A Strategy Consulting RISK MANAGEMENT/INSURANCE - Matt Kuhn - Cyber Vice-President and Team Leader, Aon - Andre Spinoglio, ARM - Assistant Vice-President, Aon Thank you to the Baker Tilly team led by Kristin Mauer for hosting our event! Thanks also to members of our CFO Bootcamp/Programs committee for event planning. In addition to the Experts above (Rebecca Colman, Bob Miller, Glenn Snyder, and Dan Sanchez) and Kristin Mauer, special thanks to Shannon Tatum, Rob Bonner, Matthew Ritthaler, Steve Lee, Dalyte Kodzis, and Josette Ferrer Larisa Rapoport, Bosco Yuen, CPA, CISSP, CISA, PMP, Amir Hamidzadeh, CPA (inactive), Christina Bui, Javier Chávez, Armello Rodriguez, Sonny Grewal, Kim Crosslin, AP Gujral, Lindsay Gallion, Matthew Sheridan, Tyler McDonald, John Dauphin, Thomas Midura, Leah Delajoux, Chuck Reyna, CPRM, CAPI, CPRIA, Sunya A., Ting Ba #fei #feisfba FEI | Financial Executives International

Over the last four weeks, FEI SF Bay Area (Financial Executives International) held the 2nd through 5th sessions of our Fall 2024 CFO Bootcamp -- with 45 participating finance and accounting executives. See the pictures in the post for highlights from the sessions. Also check out the following link (https://lnkd.in/gK7as4C) to our Bootcamp website which provides information on all Fall 2024 Bootcamp sessions and speakers. See this link (https://lnkd.in/g89W2Nm2) for a post on the first Bootcamp session (CFO and the Law). Our 2nd through 5th sessions and speakers, panelists, & contributors included: 9/18 -- Fundraising and Capital Structure Bob Miller, Robert S. "Bubba" Breuil, Don Huffman, Adam Prescott 9/25 -- Financial Management Heather Ogan, Fuad Ahmad, Chanpreet Singh, Nick Lee, Daniel Sanchez, Kristin Mauer, Bosco Yuen, CPA, CISSP, CISA, PMP, Larisa Rapoport 10/2 -- Strategic Planning and FP&A Glenn Snyder, James Myers 10/9 -- Leadership and Managing Talent Rob Bonner, Garfield Byrd, Kathy DeVillers, Joy Mbanugo, J.D., MAcc., Lynne Smith, Shannon Tatum Thank you to all of our speakers and presenters for sharing your insights, experiences, and perspectives with us! Matthew Ritthaler, Steve Lee, Josette Ferrer Amir Hamidzadeh, CPA (inactive), Kristin Aragon, Christina Bui, Larisa Rapoport, Javier Chávez, Sonny Grewal, Armello Rodriguez, Giselle Valdez Jackson, Temis Giraudy, Lindsay Gallion, AP Gujral, Matthew Sheridan, Tyler McDonald, John Dauphin, Leah Delajoux, Thomas Midura, Sunya A. #cfobootcamp #feisfba #financialexecutivesinternational

FEI SF Bay Area (Financial Executives International) was excited to partner with several organizations for yesterday's screening of Show Her The Money and panel discussion! Check out the pictures and video (from Dalyte Kodzis) in the event post and comments. Great to collaborate with Google Cloud, Wells Fargo, Financial Executives International, Silicon Valley, How Women Lead, and How Women Invest! Julie Castro Abrams, Mikayla Ludwig, Nydia Manos, Aury Cifuentes, Meaghan Gamboa, Petra Loer, CFA, ASA (BV), Micky Robledo, Giselle Valdez Jackson, Armello Rodriguez, Daniel Sanchez, Farris Pine, Josette Ferrer Rob Bonner, Shannon Tatum, Amir Hamidzadeh, CPA (inactive), Kristine Aragon, Christina Bui, Kristin Mauer, Larisa Rapoport, Javier Chávez, Sonny Grewal, Adam Prescott, Temis Giraudy, Lindsay Gallion, AP Gujral, Matthew Ritthaler, Steve Lee, Matthew Sheridan, Tyler McDonald, John Dauphin, Leah Delajoux, Sunya A. FEI | Financial Executives International

It was nice to see everyone last week at our South of SF Local Pod social at Rise Woodfire in San Mateo! Thanks much for braving the heat at join us! Collin Cochrane, CPA, Alex Fursov, CPA, CMA, CIA, Dale Hill, Richard Hsu, CFA, CAIA, Ryan Jiao, Steve Lee, Ashok M., Kristin Mauer, Juliana Morrow, James Myers, Elsa Ng, Marie Okuda, Jan Robertson, Tiffany Shiau, CFA, Glenn Snyder, Sandy Tan, Richard Weissmann, David Wittenkamp, Chie Yao, Josette Ferrer We missed some folks who weren't able to make it ... hope to see you at a future event! Sunitha Anand, CPA, Rob Bonner, Alli F., Craig Friedman, Nimish G. Mehta, Jordan Wilmes, Kevin D. Curry, Matthew R. Segall, Chingti "Kasey" Yang, Seong Son, Leah Delajoux, John Dauphin If you'd like to join us at a future Local Pod/in-person event but are not a member: ✔️ If you qualify for membership (see https://lnkd.in/e2G9h_B), you can join us as a trial member. FEI is currently offering a six-month, free trial membership for those have not been members of FEI in the past and want to check out chapter events and other FEI benefits. The link to the trial membership application is at: https://lnkd.in/gpZU4Udc. Once you sign up for trial membership, you can attend as many events as you’d like (including Local Pod events) for a six-month trial period. ✔️ If you don’t qualify for membership and are interested in exploring a strategic partnership/sponsorship with us, please contact Dalyte Kodzis for further information. #fei #feisfba #financialexecutivesinternational FEI | Financial Executives International

We're excited to partner with How Women Lead, How Women Invest, Financial Executives International, Silicon Valley, Google, and Wells Fargo for a special screening on 10/10 of the award-winning documentary, SHOW HER THE MONEY! SHOW HER THE MONEY highlights a pressing issue -- that women entrepreneurs receive less than 2% of all venture capital funding. Through the stories of four visionary female founders, the documentary mystifies the venture capital world and sheds light on the barriers they faced while turning their dreams into reality. After the screening, we're hosting a panel discussion and a focused networking session where you can connect with limited partners, venture capitalists, founders, and other changemakers. Don't miss this powerful evening of inspiration and connection! Register at: https://lnkd.in/gUzqw6ex Mikayla Ludwig, Nydia Manos, Aury Cifuentes, Julie Castro Abrams, Petra Loer, CFA, ASA (BV), Micky Robledo, Giselle Valdez Jackson, Armello Rodriguez, Daniel Sanchez, Kayla Shirakhon, Farris Pine, Dalyte Kodzis, Josette Ferrer Rob Bonner, Shannon Tatum, Amir Hamidzadeh, CPA (inactive), Kristine Aragon, Kristin Mauer, Larisa Rapoport, Scarlet Sayerwin, CPA, Javier Chávez, Sonny Grewal, Kim Crosslin, Adam Prescott, Lindsay Gallion, AP Gujral, Matthew Ritthaler, Steve Lee, Tyler McDonald, Ania Jablonowski, John Dauphin, Leah Delajoux, Thomas Midura, Whitney Willard, Sunya A.

Join us for our next South of SF Local Pod social -- happening on Tuesday, 10/1 from 5:30pm - 8pm at Rise Woodfire in San Mateo! Event and registration information: https://lnkd.in/gXCZJiUj The 10/1 event is part of FEI SF Bay Area (Financial Executives International)'s LOCAL PODS PROGRAM -- which brings in-person networking to locations which are convenient to members - with four "pods" established where our members live/work (SF, the East Bay, just south of SF, and the North Bay). Check out the pictures in the post from our past South of SF Local Pod events, including an event at Pinstripes in July (https://lnkd.in/gCHfgaSr). Posts related to other Pod events include events in Larkspur (https://lnkd.in/g4GkK74z) and Lafayette (https://lnkd.in/guKGU5Rj). Our events in San Francisco also typically feature a panel or speakers -- with our most recent event hosted by Wells Fargo with a panel focusing on AI in Finance (https://lnkd.in/gYnN43hi). Check out the Events page on the chapter's website for all upcoming events here: https://lnkd.in/g7Ctp5iB If you'd like to join us at our 10/1 South Bay Local Pod event or a future chapter event but are not a member: ✔ If you qualify for membership (see https://lnkd.in/e2G9h_B) and haven't previously been a member of FEI, you can join us as a trial member. FEI is currently offering a six-month, free trial membership for those have not been members of FEI in the past and want to check out chapter events and other FEI benefits. The link to the trial membership application is at: https://lnkd.in/gpZU4Udc. Once you sign up for trial membership, you can attend as many events as you’d like (including the 10/1 event in San Mateo) for a six-month trial period. ✔ If you don’t qualify for membership and are interested in exploring a strategic partnership/sponsorship with us, please contact Dalyte Kodzis for further information. ✔ If you're a past member (including a prior trial member) and you need to renew your membership, reach out to membership@financialexecutives.org. Glenn Snyder, Kristin Mauer, Rebecca Price Colman, Steve Lee, Josette Ferrer Rob Bonner, Shannon Tatum, Amir Hamidzadeh, CPA (inactive), Rebecca Walker, Larisa Rapoport, Scarlet Sayerwin, CPA, Daniel Sanchez, Javier Chávez, Sonny Grewal, Armello Rodriguez, Brad Hershey, Adam Prescott, AP Gujral, Lindsay Gallion, Matthew Ritthaler, Matthew Sheridan, Tyler McDonald, Ania Jablonowski, John Dauphin, Leah Delajoux, Thomas Midura, Whitney Willard, CMP, Sunya A., Michelle Valentine

FEI SF Bay Area (Financial Executives International) kicked off its ninth CFO Bootcamp this week with the first session of the program -- CFO & the Law. We're excited to welcome 45 senior executives to our Fall 2024 CFO Bootcamp! The CFO & the Law session included presentations and insights from returning speakers Krista L. Mitzel (she/her), Laurie Sanders, Sanny Kataoka, and Kent Chambless, CPA, CIA -- thanks much for sharing your insights! The session also included two breakouts covering several case studies. Thanks much to the Bootcamp committee -- Rob Bonner, Shannon Tatum, Glenn Snyder, Kristin Mauer, Bob Miller, Daniel Sanchez, Matthew Ritthaler, Rebecca Price Colman, Steve Lee, Dalyte Kodzis, and Josette Ferrer. #cfobootcamp #cfosd #fei #feisfba #finance #law FEI | Financial Executives International Amir Hamidzadeh, CPA (inactive), Kristine Aragon, Christina Bui, Rebecca Walker, Larisa Rapoport, Scarlet Sayerwin, CPA, Bosco Yuen, CPA, CISSP, CISA, PMP, Javier Chávez, Sonny Grewal, Armello Rodriguez, Brad Hershey, Adam Prescott, AP Gujral, Juan Gutierrez, Lindsay Gallion, Chuck Reyna, CPRM, CAPI, CPRIA, Matthew Sheridan, Tyler McDonald, Ania Jablonowski, John Dauphin, Thomas Midura, Leah Delajoux, Whitney Willard, CMP