Silicon Valley CFO Leadership Council

"One of the best events of the year," is what we heard from several members and guests of the Silicon Valley Chapter of The CFO Leadership Council for the event "Venture Finance Forum: CFOs Navigating Capital in Dynamic Markets." Big thank you to Christina Bui of Robert Half who put together the power panel that included Shawn Hoyer of Bank of America, Securities, Bob Karr of Link Silicon Valley, Ted Marks of Applitools, Julien Nguyen of IT-Farm Corporation, and Sue Xu of Amino Capital. Incredible! Big thanks also to Andrew Katcher, MBA, CIA, CISA for the pictures and overview! #CFO #CFOKnow #CFOGrow #GrowWithUs #VCFunding #VentureCapital #AngelInvesting #CapitalinDynamicMarkets #SiliconValleyCFO #SiliconValleyFinance #ChristinaBuiRocks #ThanksRobertHalf #ThanksBofA Debbie Dunn-Boysen Sabrina Ritchie, CMP, CAE Bonnie Tomei Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Robert Bonner Shveta Somalwar Steve Yeager Amritpal Singh Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana Zachary Estreicher

What we love best is when our partners bring in new members. Big thank you to Kevin Paskett of Insperity for bringing in our newest member of The CFO Leadership Council Silicon Valley Chapter #CFOBrainTrust. Michael DeBoard, CPA, MBA, Co-Founder, Fractional CFO at StrategyPlus, we look forward to getting to know you. You're gonna fit right in! #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #SiliconValleyCFO #SiliconValleyFinance #Insperity #AmazingPartner #GetToKnowMichael #Winner Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Robert Bonner Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana Zachary Estreicher

The best time to get money is when you don't need it. Whether you need it or not, learn from the experts on how to navigate today's capital market. Register here:  https://lnkd.in/gY42hG8k June 20 | 8:30A Networking | 9A Program KPMG US Santa Clara Respond and tag me if you'd like to come as my guest. Debbie Dunn-Boysen We've got an unbelievable panel line up: Shawn Hoyer, Head of Venture Capital Coverage at Bank of America, who's select clients include Sequoia Capital, Accel, Bessemer Venture Partners, Insight Partners, and Andreessen Horowitz. Bob Karr, CEO & Publisher at Link Silicon Valley, a website that connects the dots of people, capital and companies for the #SiliconValley. He is also an active angel investor, and advisor to emerging tech start-ups. Ted Marks, CFO of Applitools a Thoma Bravo-owned B2B SaaS company. Previously, Ted headed finance at PE-owned and VC-funded software companies, with two successful exits. He is also an LP in VC fund, and an investor in private companies. Julien Nguyen, General Partner at IT-Farm, a VC based in Tokyo and SV, investing in early stage disruptive tech startups among North America, Europe, Asia, and Japan, since 1999. Sue Xu, Managing Partner at Amino Capital, an early stage venture firm based in Palo Alto, focused on investments in big data and data driven technologies. With over $1 billion in capital under management, Amino has funded hundreds of companies in seed-to-growth stages across Consumer, PLG SaaS, Frontier Tech, and Web3, including 35 successful exits, around 20 unicorns and over 35 companies which are valued over $100M. Christina Bui, Managing Director at Robert Half, the world’s first and largest specialized talent solutions firm, connects opportunities at great companies with highly skilled job seekers. Christina will be our moderator for event, and is responsible for putting together this dream panel. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #SiliconValleyCFO #SiliconValleyFinance #VentureCapital #PrivateEquity #CapitalinDynamicMarkets The CFO Leadership Council Sabrina Ritchie, CMP, CAE Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Michaela Mueller Partha R.R Sarathy Robert Bonner Shveta Somalwar Steve Yeager Amritpal Singh Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Kara Schott Kevin Paskett

Please put your hands together Silicon Valley and welcome our newest Advisory Board superstar for The CFO Leadership Council. Shveta Somalwar, SVP, Market Manager for Bank of America, we very much look forward to working with you, getting to know you, and learning from you. We appreciate your partnership. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #BofA #AwesomePartner #SiliconValleyCFO #SiliconValleyFinance #GetToKnowShveta #Winner Sabrina Ritchie, CMP, CAE Debbie Dunn-Boysen Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Michaela Mueller Natalie Hamouie Partha R.R Sarathy Robert Bonner Steve Yeager Ted Marks Amritpal Singh Christina Bui Cindy Harrington, MBA Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana Zachary Estreicher

Really perfect timing for this event to get the current capital market trend, learn how to get the attention from investor groups, determine the best prepared pitch, ascertain what the best way to set a valuation is, and in general, figure out how to stand out. Register here: https://lnkd.in/gY42hG8k #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLeader #CFOLC #CFO360 #SiliconValleyCFO #SiliconValleyFinance #Capital Debbie Dunn-Boysen The CFO Leadership Council Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA, Jon Mackey Joseph Talmadge Jules Walker Lillian Lee Michaela Mueller Natalie Hamouie Partha R.R Sarathy Robert Bonner Steve Yeager Ted Marks Christina Bui Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana Zachary Estreicher

There's always roadblocks in business. Let's help you get rid of them. Join the Silicon Valley Chapter of The CFO Leadership Council to learn from our panel of experts on what it takes to get focused, and kick those roadblocks out of your way, instead of kicking them down the road. Register: https://lnkd.in/g9GNa93W Let me know if you'd like to come as my guest. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #SiliconValleyFinance #SiliconValleyCFO #AlwaysAheadoftheCurve Debbie Dunn-Boysen Paul Hoyt Heather Robertt Michaela Mueller Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Lillian Lee Natalie Hamouie Partha R.R Sarathy Robert Bonner Steve Yeager 🧀 Ted Marks Christina Bui Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP

Silicon Valley, thanks for always being such a ready-to-learn crowd. Big thank you to Bonnie Tomei, our fearless Chair of the Advisory Board, for introducing us to Diane Vanasse, ESG expert at Credo. Diane did a great job of letting our finance folks know, what they don't know, about ESG. #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #ESGCFO #LotsToLearn #BetterDoItQuick #SiliconValleyCFO #SiliconValleyFinance #TheyRule Debbie Dunn-Boysen Stacy Hall Christina Bui Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana Zachary Estreicher Andrew Katcher, MBA, CIA, CISA Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Lillian Lee Michaela Mueller Natalie Hamouie Partha R.R Sarathy Robert Bonner Steve Yeager 🧀Ted Marks

The Silicon Valley The CFO Leadership Council is proud to welcome our newest member Ravi Malhotra, CPA, CA, Corporate Controller at HeartBeam Inc. (NASDAQ: BEAT) to the CFOLC tribe. We are so happy to have you on board Ravi, and look forward to getting to know you! #CFO #CFOKnow #CFOGrow #GrowWithUs #CFOLC #CFOLeader #CFO360 #SiliconValleyController #SiliconValleyFinance #SiliconValleyCFO #GetToKnowRavi #Winner Debbie Dunn-Boysen Stacy Hall Andrew Katcher, MBA, CIA, CISA Bonnie Tomei Cindy C. James Chan, CPA Jon Mackey Joseph Talmadge Jules Walker Lillian Lee Michaela Mueller Natalie Hamouie Partha R.R Sarathy Robert Bonner Steve Yeager 🧀 Ted Marks Christina Bui Claudia Roldan Greg Ruggles Janice (Jan) Berthold, CPCU Jose Soares Kara Schott Kevin Paskett Mark Davidson, CIC, CAWC, CLCS, CISC, WCIP Stephen Fontana Zachary Estreicher

Big congrats to you James Chan, CPA, from all of your The CFO Leadership Council team mates! https://lnkd.in/gJ6ykbHE