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
✨ 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)