The FEI CFO Bootcamp is by invitation only. Application submissions are now closed.
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 2017. Networking starts at 5:30pm, with sessions held from 6:30pm to 8:00pm.
Bootcamp also includes the following advanced sessions which will be held in the summer/fall of 2017: International Expansion, Managing Technology, and Exit Strategies and the Evolving Role of the CFO.
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.
Dates and Times:
Main sessions will be held on successive Wednesday evenings in May 2017: 5/3; 5/10; 5/17; and 5/24 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 12/31/17 [with 100% attendance])
Program Schedule (Speakers Confirmed to Date; Other Panelists to be Announced Soon)
Main Sessions (1.5 CPE credits available for each session)
I: Corporate Finance and Liquidity Solutions May 3
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.
Panelist: Austin Dean, Partner, Spinta Capital
Executive in Residence: Joan Varrone, Consulting CFO, Tatum Inc.
II: CFO and the Law May 10
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.
Panelists: John Baum, Partner, Hirschfield Kraemer LLP; John Rockwell, Partner, Foley & Lardner LLP; Kyle Chin, Director of Legal Affairs, GuideSpark
Executive in Residence: Ken Schwarz, CFO, Sunlink Corporation
Professional in Residence: Claudia J. Castillo, Esq., Partner, Wu Castillo P.C.
III: Managing Talent May 17
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, Head of Talent, RocketSpace, Inc.; Jody Thelander, Compensation Specialist – President/CEO, Thelander Consulting
Executive in Residence: Garfield Byrd, KIPP Foundation
IV: Your Career May 24
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: Paul McDonald, Senior Executive Director, Robert Half
Panelists: Patrick Davis, CFO, Sharethrough, Inc.; Catriona Fallon, CFO, Marin Software; Tony Grimminck, CFO, HotelTonight, Inc.
Executives in Residence: Rey Arellano, CFO ios Optics; Sas Mukherjee, CFO and Chief Strategy Officer, York Risk Services Group
Advanced Sessions (dates TBD in summer/fall 2017)
V: International Expansion
VI: Managing Technology
VII: Exit Strategies and the Evolving Role of the CFO
For a downloadable event flyer, click here.