Pricing Includes Dinner, Supplies- Unbeatable offer!! 20 Plus CPE hours!! 30 high profile speakers !! 20 plus hot Topics!! If you are an executive level finance professional looking for a refresher course on your daily responsibilities and want to network with your peers to brainstorm on issues and maintain an ongoing forum, FEI Silicon Valley Chapter's 'Fall 2013 Financial Executives Technical Forum' is the perfect solution. And if you are looking to make your next career move and want to be well prepared for success, this forum provides you with the training tools and skills to boldly take that next step. ‘The Fall 2013 Financial Executives Technical Forum' provides practical, how-to guidance that addresses the unique and multifaceted needs of financial executives of all sizes of companies. Financial Executives International-Silicon Valley Chapter DATES: August 26, 2013 September 9th, 2013 September 16th, 2013 September 23rd, 2013 September 30th, 2013 TIME: 5:30 pm to 9:30 pm VENUE: Silicon Valley Bank , Harry Kellogg Auditorium, 3005 Tasman Drive, Santa Clara CA 95054 REGISTRATION: Non- Members: $350 Online registration closes on August 16, 2013 CORPORATE GROUPS: For every 3 corporate Registrations received we will provide the 4th registration free. Registration Link
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o n l n e
Pricing Includes Dinner, Supplies- Unbeatable
offer!!
20 Plus CPE
hours!!
30 high profile
speakers !!
20 plus hot
Topics!!
If you are an executive level finance
professional looking for a refresher course on
your daily responsibilities and want to network
with your peers to brainstorm on issues and
maintain an ongoing forum, FEI Silicon Valley
Chapter's 'Fall 2013 Financial Executives
Technical Forum' is the perfect solution. And if
you are looking to make your next career move
and want to be well prepared for success, this
forum provides you with the training tools and
skills to boldly take that next step. ‘The Fall
2013 Financial Executives Technical Forum'
provides practical, how-to guidance that
addresses the unique and multifaceted needs of
financial executives of all sizes of companies.
Financial Executives International-Silicon Valley Chapter
DATES:
August 26, 2013 September 9th, 2013 September 16th, 2013 September 23rd, 2013 September 30th, 2013 TIME: 5:30 pm to 9:30 pm VENUE: Silicon Valley Bank , Harry Kellogg Auditorium, 3005 Tasman Drive, Santa Clara CA 95054 REGISTRATION: Non- Members: $350 Online registration closes on August 16, 2013 CORPORATE GROUPS: For every 3 corporate Registrations received we will provide the 4th registration free.
20 plus NASBA accredited CPE hours if you attend the entire series.
FEI is registered with the National Association of State Boards of
Accountancy (NASBA) as a sponsor of continuing professional education
on the National Registry of CPE Sponsors. State boards of accountancy
have final authority on the acceptance of individual courses for CPE
credit. Questions regarding registered sponsors may be submitted to the
National Registry of CPE Sponsors through its website, www.learningmarket.org.
The 'Fall 2013 Financial Executives Technical Forum' provides practical, how-to guidance that addresses the unique and multifaceted needs of financial
executives of all sizes of companies. The presentations are given by experienced professionals who provide field-tested advice and practices, not just a
presentation of the latest theories and experimental approaches. Numerous practice aids and documents are included to help financial executives easily incorporate valuable techniques and ideas into their own departments and
companies. The ‘Fall 2013 Financial Executive Technical Forum’ covers a wide range of issues and responsibilities that today’s financial executive faces!!
The Forum will cover a broad range of business and finance topics, including but not limited to Revenue Recognition, Complex Equity Transactions, IFRS updates, GAAP & SEC updates, Mergers & Acquisitions, Derivatives & Hedging, and AICPA & PCAOB updates. Our high profile speakers include partners from the Big 4 and
executives from industry with proven experience and expertise.
August 26, 2013
Topic: Keynote –Private Company Equity Warrants (Valuation, Risk, Accounting)
Speaker: Kamran Husain, Chief Accounting Officer, Silicon Valley Bank
Speaker: Michael Kruse, Treasurer, Silicon Valley Bank
management and strategic planning for capital and liquidity. He is
responsible for implementing corporate strategies that address and
support planned business growth, regulatory and rating agency
considerations. He chairs SVBs Asset Liability Committee, is a
liaison with the Finance Committee of the Board of Directors and
serves as a member on various management committees at the Bank.
Rick Brounstein, Managing Director, The Emmes Group Rick has over thirty years of operational and CFO-level financial leadership expertise with emerging growth companies and Smaller Public Companies within the software and medical device areas. He is Managing Director of The Emmes Group, a strategic business development, assessment and planning organization specializing in
the support of firms engaged in the technology, internet, biotechnology and pharmaceutical industries. He holds a BA in Accounting and an MBA in Finance from Michigan State University, has Big ‘4’ background and a CPA Certificate. He was a member of the elite SEC Advisory Committee on Smaller Public Companies and is currently a member of the COSO task force updating the standards widely used in today’s SOX §404 internal control compliance.
Randall Bolten, CFO, Lucidity Randall Bolten is the author of Painting with Numbers: Presenting
Financials and Other Numbers So People Will Understand You. He
runs Lucidity, a consulting practice based in Menlo Park, California
focused on short engagements with specific deliverables, including
business models, reporting packages, and incentive compensation
packages. His 30-year career as a financial executive in Silicon
Valley includes nearly 20 years as chief financial officer for both
public companies (BroadVision and Phoenix Technologies) and
startups. He has also held senior financial management positions at
Oracle and Tandem Computers. He holds a Bachelor of Arts degree
from Princeton University and an MBA from Stanford University.
Scott Angel, Partner, Deloitte & Touche LLP
Based in the Silicon Valley practice, Scott leads Deloitte’s
Semiconductor Industry Group and serves as an industry resource to
many teams both locally and internationally. He has more than 32
years of experience, including 30 years with Deloitte dedicated to
high technology clients in the Silicon Valley. His experience
includes assisting numerous companies with initial and secondary
public offerings, SEC filings, mergers and acquisitions, as well as
responses to SEC comments and assistance with SEC conferences.
Scott consults with his clients on revenue recognition policies,
strategic relationships, and other complex transactions. His clients
have ranged from start-ups to multibillion dollar companies.
Sudha Chadalavada, President, CEO - The Cosmic Group, LLC.
Sudha is a California CPA and a Certified fraud examiner currently
is an expert managing the SEC, Sox, Technical Accounting and
Stock administration aspects of various publicly traded companies.
Sudha has over fifteen years of experience in accounting and finance
and had held several board positions on various non-profit
educational associations. Sudha has extensive and broad range of
work experience including external audit, private company
controllership and public company regulatory compliance and
reporting. Sudha is the currently the chairman of the professional
development committee at FEI Silicon Valley Chapter.
Susan Holmes, Senior Manager, Accretive Solutions Susan Holmes has been with Accretive Solutions since 2006 and
currently serves as one of its lead Revenue Recognition consultants.
She has held many Finance and Accounting roles throughout her
career, including an overseas assignment in Hong Kong. Over the
last seven years, Susan's focus has been on Revenue Recognition
assisting and advising companies and specifically with contract
Communications, Oclaro, LookSmart and Visa USA. He has
extensive experience presenting to Audit Committees and
participating at speaker panels. He holds a MBA from the University
of Chicago and holds the CPA ,CIA and CMA designations.
Yuko Wakasugi, Partner, SOAProjects, Inc.
Yuko Wakasugi is the partner in charge of Technical Accounting and
Financial Reporting at SOAProjects. At SOAProjects, her clients
include both public and private companies in various industries with
a heavy focus in the high-technology industry, including SaaS,
software embedded in hardware type of companies, and on-line
media companies. Yuko brings over 20 years of experience to her
clients, and she has been assisting clients in various capacities,
including pre-IPO companies, drafting the S-1, F-pages, MD&A, and
assisting companies in sanitizing their numbers to comply with U.S.
GAAP and meet all reporting requirements.
Registration closes August 16, 2013
Register today for this limited seat
program!
Visit – FEISV.org
Learning and
Networking!
20 CPE and Hot Topics!
Lots and lots of fun!!
30 speakers &
Interactive discussions
Buffet Dinner & Supplies !
Our Proud Event
Sponsors!
Accretive Solutions is a national professional services firm that delivers business solutions
to help companies improve their financial, operational, and IT performance objectives.
We have made a name for ourselves based on our ability to deliver results that
consistently exceed our client’s expectations.
Adaptive Planning is the worldwide leader in cloud-based business analytics solutions for
companies and nonprofits of all sizes. The company’s software as a service (SaaS)
platform allows finance and management teams to work together to plan, monitor,
report on, and analyze financial and operational performance. With capabilities for
budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence,
Adaptive Planning enables finance, sales, and other business leaders to make better,
faster, more collaborative decisions that drive a true competitive advantage.
Clairent Advisors specializes in providing independent asset and business valuations –
combining proven techniques, analytical tools, and our extensive experience to produce
thorough and well-documented deliverables. We have the credentials of a Big
Four/national valuation firm – with experience on a large number of significant valuation
engagements – coupled with the responsiveness and focus from senior level team
members on all aspects of a client’s project. Please see www.clairent.com for further
details.
Houlihan Lokey is an international investment bank with expertise in mergers and
acquisitions, capital markets, financial restructuring, and valuation. The firm serves
corporations, institutions, and governments worldwide with offices in the United States,
Europe, and Asia. Independent advice and intellectual rigor are hallmarks of our
commitment to client success across our advisory services. Houlihan Lokey is ranked
globally as the No. 1 restructuring advisor, the No. 1 M&A fairness opinion advisor over
the past 10 years, and the No. 1 M&A advisor for U.S. transactions under $3 billion,
according to Thomson Reuters. For more information, please visit www.HL.com.
Menlo Partners offers retained search, contingent search and temporary staffing services. Our core expertise lies in the infrastructure of a corporate entity; administration, finance, human resources, marketing and operations. We offer multiple service offerings with tiered pricing to customize our search services to each client based on the firm's size and maturity. Menlo Partners offers: Firm Advocacy; Talent Insights; Accessibility; Confidentiality;
Education.
SOAProjects, Inc. is a global accounting and advisory firm with 15 offices in 10 countries around the world with its headquarters located in Silicon Valley, California. SOAProjects is currently the 7th largest CPA firm in Silicon Valley, California. Our professionals come from the world’s largest accounting firms and serve clients from start-ups to Fortune 100 Companies. We focus on hiring experienced managers, senior managers, directors and partners to exceed client expectations through value add services.
Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, clean-tech, venture capital, private equity and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients’ success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 28 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital and SVB Private Bank.
Silicon Valley Accountants is an accounting and consulting firm dedicated to improving financial
reporting processes, increasing efficiency, and lowering compliance costs. Our Continuous
Improvement Methodology includes leveraging people, process management and systems to
help companies optimize their close process. After years of helping clients with process
improvement, we have developed an innovative Financial Effectiveness Framework to optimize
the accounting close and financial reporting. Our close process analysis provides you the
visibility you need to assess the improvement opportunities required for close and reporting
process improvement. We also provide insight into the related compliance activities and
processes, and assist with reducing the cost, time and effort requirements.
Ultimate Software is a leading cloud provider of people
management, solutions for businesses across all industries. Since 1990, Ultimate’s award-
winning UltiPro solution has provided a comprehensive approach to managing the employee
life cycle — from recruitment through retirement. UltiPro delivers end-to-end, strategic HR,
payroll, and talent management functionality, including recruitment, onboarding, payroll,
benefits administration, compensation management, performance management and reviews,
succession management, talent retention tools, time and attendance, workforce scheduling,
rich reporting and analytical decision-making tools, plus a central Web portal that serves as the
gateway for your workforce to access company-related activities.
Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital and SVB Private Bank. More information