2018 CFO Boot Camp

FEI San Francisco Bay Area is pleased to sponsor the annual CFO Bootcamp – designed for senior finance professionals whose next career step is CFO or current CFOs who want to sharpen their strategic and leadership skills.

CFO Bootcamp is comprised of four main sessions covering Corporate Finance and Liquidity Solutions, CFO and the Law, Managing Talent, and Your Career – to be held on successive Wednesday evenings in May 2018. Networking starts at 5:30pm, with sessions held from 6:00pm to 8:00pm.

In addition to our presenters and panelists, each session will also include an Executive in Residence to provide mentorship, further perspectives, and experiences/examples. Sessions will also include time for scenario sharing, problem solving, and interaction with fellow Bootcamp attendees.

SPACE IS LIMITED! Please see http://bit.ly/2018CFO-Bootcamp for the Bootcamp application and contact Sofia Perel at program.admin@fei-sfba.org with any questions. The deadline to apply is 4/10/18.  For a downloadable event flyer, click here.

Dates and Times:  Main sessions will be held on successive Wednesday evenings in May 2018: 5/2; 5/9; 5/16; and 5/23 from 5:30pm-8pm

Location:  Robert Half, 50 California Street, 10th Floor, San Francisco

Cost:  $100 for SF FEI members (able to be applied to membership renewal [with 100% attendance]); $200 for non-members (able to be applied to a new FEI membership prior to 12/31/18 [with 100% attendance]).

Program Schedule (Speakers Confirmed to Date; Other Panelists to be Announced Soon):

I:  Corporate Finance and Liquidity Solutions  May 2  2.0 CPE credits (Finance)

The number one job of a CFO is to secure sufficient funding for a company to execute its goals. This session will cover various external liquidity solutions from equity to bank debt to alternative financing.
Panelists:  Todd Schneider, Partner, Spinta Capital; Tim Sandel, Managing Director, J.P. Morgan (Middle Market Banking)
Executive in Residence: Joan Varrone, Consulting CFO

II: CFO and the Law  May 9  2.0 CPE credits (Business Law)

The CFO often has the responsibility for legal matters and is generally the primary interface with outside legal advisors. This session will cover various aspects of the law such as corporate governance, fiduciary duties, and employment law, and will include an interactive case study.
Moderator/Executive in Residence:  Ken Schwarz, Managing Partner, BrightAvenues LLC
Panelists:  John Baum, Partner, Hirschfeld Kraemer LLP; Kyle Chin, Director of Legal Affairs, GuideSpark; Stephen Osborn, Partner, Osborn McDerby LLP

III: Managing Talent  May 16  2.0 CPE credits (Personnel/HR)

A company’s success depends on having the right talent, and the Bay Area faces critical shortages as well as competition from marquee companies and unicorns. This session will provide practical advice on addressing these issues as well as a discussion of compensation trends.
Panelists:  Pete Lawson, Global Director of Talent Acquisition, Anaplan; Jody Thelander, Compensation Specialist – President/CEO, Thelander Consulting
Executive in Residence/Panelist:  Garfield Byrd, CFO, KIPP Foundation

IV: Your Career  May 23  2.0 CPE credits (Personnel/HR)

With the short tenure of CFOs and the demands of the position, this session will explore how to navigate and thrive in this environment -- including an overview of the employment market for CFOs.  
Moderator:  Tim Hird, Executive Director, Robert Half
Panelists:  Nina Tran, CFO, Veritas Investments, Inc.; Patrick Davis, CFO, Sharethrough, Inc.; Tony Grimminck, CFO, HotelTonight, Inc.


John Baum

Hirschfeld Kraemer LLP

Kyle Chin

Director of Legal Affairs

Tony Grimmick

Former CFO
HotelTonight, Inc.

Tim Hird

Executive Director
Robert Half Management Resources

Pete Lawson

Global Recruitment Director

Stephen Osborn

Osborn McDerby

Tim Sandel

Managing Director, Middle Market Technology Banking
J. P. Morgan

Todd Schneider

Spinta Capital

Mr. Kenneth Schwarz

Managing Director
BrightAvenues LLC

Jody Thelander

Compensation Specialist - President/CEO
Thelander Consulting

Nina Tran

Veritas Investments


2.00 CPE








2.00 CPE




Business Law



National Registry of CPE SponsorsFinancial Executives International (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 the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. For more information regarding administrative policies such as complaint and refund, please contact our offices at 973.765.1029.