FEI SF Bay Area hosts a robust calendar of in-person and virtual programs throughout the year, bringing together senior finance leaders across the Bay Area for thought leadership, peer connection, and community-building.
Below is a look back at recent and past events – many are linked to LinkedIn posts with photos and recaps.
Items with
✨ represent AI-related programs, including panel discussions, workshops, our 2x yearly AI Finance Systems Expo, and other AI events.
2026
Summer Social and Spring 2026 CFO Bootcamp Celebration in San Francisco (6/16).
✨ AI Finance Systems Expo at Baker Tilly in San Francisco (6/3). This was our second Expo – with nearly 75 attendees who joined us for a unique "speed-dating" demo experience exploring how AI is elevating the role of CFOs and finance leaders. Featured solution providers included
Rillet, Ramp, Accordance, Drivetrain and
Baker Tilly (which showcaased its
MCP AI App for NetSuite)
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LinkedIn post (including event slideshow)
Thank you to Baker Tilly, our Event Strategic Partner!
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✨ The Shifting AI Landscape – Survival, Disruption, and the Impact on Valuation at CBRE in San Francisco (5/14). Panelists included:
- Erika Bahr – Founder & CEO, Daxe
- Andrew Boston – Partner, Founders Circle Capital
- Josh Constine – Venture Partner, SignalFire
- Chad Dupic – Managing Director, BDO
- Josette Ferrer (moderator) – Managing Director, Clairent Advisors; FEI SF Bay Area President
Please see the chapter and panelist LinkedIn posts below for more details on the event:
- Chapter post
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J. Ferrer post
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E. Bahr post
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C. Dupic post
Thank you to: CBRE (Event Strategic Partner), BDO (Content and Host Strategic Partner), Robert Half (Host Strategic Partner), and Wells Fargo (Host Strategic Partner)
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North Bay Local Pod social at Farmshop in Larkspur (5/7)
East Bay Local Pod social at Locanda Positano in Lafayette (4/23)
✨ Spring 2026 CFO Bootcamp (virtual)
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Event flyer
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LinkedIn post on 1st session – Leading Change through Effective Company Culture and Communications (4/21)
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LinkedIn post on Sessions 2 through 5:
> The CFO Systems and Technology Roadmap (4/29)
> The CFO's Contribution to Good Governance (5/6)
> The Role of the CFO in Risk Management (5/13)
> Becoming a CFO: Real Career Journeys, Pivotal Moments, and What Matters Most (5/20)
Steps, Stories, & Sips. This Women's Affinity Group event brought together women leaders at Salesforce Park for a guided walk, a book discussion on
Radical Candor, and happy hour at Barebottle Beer Garden (4/16)
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LinkedIn post
✨ AI Finance Affinity Group meeting, From Demo to Practice. This session was part of FEI SFBA's
AI in the Real World series, and included: (i) a presentation by Sowmya Ranganathan, Co-Founder & CEO of Lumera and former Controller of OpenAI and Rippling and (ii) a hands-on build session for participants (virtual, 4/1)
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LinkedIn post
U.S. Economic Outlook: Hope, Reality, Risk & Opportunity in San Francisco, which featured the Chief Economist of Fifth Third Commercial Bank, Jeffrey Korzenik (3/26)
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LinkedIn post
South of SF Local Pod social at Rise Woodfire in San Mateo (3/10)
Two events on 2/26 at BDO in SF:
> ✨ AI Prompting Workshop for Finance Leaders led by Ted Michaels, Co-Founder of Concourse
> Women's Affinity Group Meeting: The Confident Voice: Speak Up, Stand Out & Lead with Impact led by Lucy Chen, Founder of Gifted Life Coaching
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LinkedIn post related to both events
Strategic Partners & Committee Members lunch at CBRE in San Francisco (2/10)
North Bay Local Pod social at Internos Beer and Wine Bar in Larkspur (2/5)
What PE & VC Firms Expect from CFOs and Finance Operating Partners at Robert Half in San Francisco (1/22). Panelists included: Drew Hamer (CFO, Arcserve), Anne Myong (Operating Partner, How Women Invest; Board Director at Align Technology), and Sue Xu, PhD (Managing Partner, AMINO Capital). The panel was moderated by Christina Bui (Vice President, Managing Solutions, Robert Half & Protiviti)
- LinkedIn post
Thank you to: Robert Half (Event Strategic Partner), Riveron (Content Strategic Partner), and BDO (Host Strategic Partner)
East Bay Local Pod social at Metro Lafayette (1/7)
2025
Holiday Party: Sip, Sparkle & Celebrate at Embarc Wines in San Francisco (12/3)
- FEI SFBA LinkedIn post (with photo slideshow)
- LinkedIn post of Chapter Strategic Partner Jaime Borschuk
Two events on 11/13 in SF:
> Elevate Your LinkedIn Brand: LinkedIn Strategies for Finance Leaders (Osha Thai) featuring Julia Holian, Principal at Career Transformation Partners
> Women's Affinity Group Meeting: Empower Hour – Sharing Expertise & Building Connection (Patriot House)
- LinkedIn post related to both events
✨ AI Finance Affinity Group meeting which featured: (i) The State of AI in Finance presentation by Anna Tiomina, AI-Native CFO and Founder at Blend2Balance and (ii) a Demo of Campfire's Product led by John Glasgow, CEO and CFO of Campfire (virtual, 11/6)
South of SF Local Pod social at Fogbird in San Mateo (11/4)
✨ AI Finance Systems Expo at Baker Tilly in San Francisco (10/23). This event featured a fireside chat with Vikram Bhandari, Chief Technology Officer at Riveron, and demos in a rotating, interactive format with Numeric (Parker Gilbert, Co-Founder and CEO), Inscope (Co-Founders Mary Antony and Kelsey Gootnick), Pigment (Alan Lam, North America Sales Leader), Concourse (Ted Michaels, Co-Founder), and Baker Tilly (Chris Price, Director who presented Baker Tilly's SaaS Intelligence Product).
- FEI SFBA LinkedIn post
- LinkedIn post of event speaker Vikram Bhandari, CTO at Riveron
Women's Affinity Group meeting: Managing Difficult Conversations and Overcoming Objections with speaker Jackie Schneider (virtual, 10/16)
✨ Fall 2025 CFO Bootcamp (virtual – 10/15, 10/22, 10/29, 11/5, 11/12, and 11/19)
- Event flyer
- LinkedIn post on program kick-off
North Bay Local Pod social at Farmshop in Larkspur (10/8)
✨ AI Tools for Everyday Work at Embarc Wines in San Francisco (9/25)
- LinkedIn post
Strategic Partners & Committee Members lunch at CBRE in San Francisco (9/9)
East Bay Local Pod social at Postino in Lafayette (9/4)
South of SF Local Pod social at Flores in San Mateo (8/20)
The Resonant Leader: How to Be Heard, Have Influence, and Own Your Power
FEI SFBA Women's Affinity Group collaboration with 100 Women in Finance and PwC in SF (8/6)
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LinkedIn post
North Bay Local Pod social at Farmshop in Larkspur (7/30)
From Policy to Practice: Tariff Strategies for Finance Leaders – at BDO in San Francisco (7/15)
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LinkedIn post
Summer Social and Networking with Bootcamp Speakers –
at Sens in San Francisco (6/25) (the event was also preceded with a Happy Hour for our Women's Affinity Group)
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LinkedIn post
Spring 2025 CFO Bootcamp (virtual) --
1st session (4/23),
2nd through 4th sessions (4/30, 5/7, and 5/14), and
5th session (5/21)
Taking Flight: A Fireside Chat with Kevin Bumen, the CFCO of SF International Airport in San Francisco (5/13)
- LinkedIn post
East Bay Local Pod social at Metro Lafayette in Lafayette (5/1)
Securing Your Paid Board Seat: A Strategic Roadmap panel discussion in San Francisco (4/16) (also includes pictures from the pre-event Women's Affinity Group Social)
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LinkedIn post
South of SF Local Pod social at Topgolf in Burlingame (4/8)
The Strategic CFO and Priorities for 2025 panel discussion in San Francisco (3/26)
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LinkedIn post
North Bay Local Pod social in Corte Madera (3/12)
State of the Finance Executive Job Market panel discussion in San Francisco (2/26)
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LinkedIn post
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Photo album
East Bay Local Pod social in Lafayette (2/12)
Women's Affinity Group meeting: Work-Life Balance in 2025 (virtual, 2/24)
South of SF Local Pod social in San Mateo (1/28)
Navigating the Post Election World (1/5) – featuring Scott Anderson, BMO Capital Markets' Chief Economist and Colin Yasukochi, Executive Director at CBRE's Tech Insights Center
- LinkedIn post
Q3 and Q4 2024
San Francisco in-person events included our
Holiday Party (with speed networking!) (12/3) and
Engage the Experts event (also includes pictures from the pre-event Women's Affinity Group meeting) (10/30)
Special event which was a collaboration with How Women Lead, Google, Wells Fargo, and FEI Silicon Valley – a screening of the film Show Her the Money (10/10)
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LinkedIn post
Fall Local Pod events – in
San Mateo (10/1) and
Lafayette (11/13)
Fall 2024 CFO Bootcamp (virtual) –
1st session (9/11) and
2nd through 5th sessions (9/18, 9/25, 10/2, and 10/9)
Panel discussion,
The Impact of AI on Finance –
Beyond the Hype in San Francisco on 9/10
Late summer Local Pod events – in
San Mateo (7/30),
Larkspur (8/15), and
Lafayette (8/29)