o n l n e

Pricing Includes Dinner, Supplies- Unbeatable

offer!!

20 Plus CPE

hours!!

30 high profile

speakers !!

20 plus hot

Topics!!

If you are an executive level finance

professional looking for a refresher course on

your daily responsibilities and want to network

with your peers to brainstorm on issues and

maintain an ongoing forum, FEI Silicon Valley

Chapter's 'Fall 2013 Financial Executives

Technical Forum' is the perfect solution. And if

you are looking to make your next career move

and want to be well prepared for success, this

forum provides you with the training tools and

skills to boldly take that next step. ‘The Fall

2013 Financial Executives Technical Forum'

provides practical, how-to guidance that

addresses the unique and multifaceted needs of

financial executives of all sizes of companies.

Financial Executives International-Silicon Valley Chapter

DATES:

August 26, 2013 September 9th, 2013 September 16th, 2013 September 23rd, 2013 September 30th, 2013 TIME: 5:30 pm to 9:30 pm VENUE: Silicon Valley Bank , Harry Kellogg Auditorium, 3005 Tasman Drive, Santa Clara CA 95054 REGISTRATION: Non- Members: $350 Online registration closes on August 16, 2013 CORPORATE GROUPS: For every 3 corporate Registrations received we will provide the 4th registration free.

Registration Link

Fall 2013 Financial

Executives Technical Forum

Continuing Professional Education:

20 plus NASBA accredited CPE hours if you attend the entire series.

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 final authority on the acceptance of individual courses for CPE

credit. Questions regarding registered sponsors may be submitted to the

National Registry of CPE Sponsors through its website, www.learningmarket.org.

The 'Fall 2013 Financial Executives Technical Forum' provides practical, how-to guidance that addresses the unique and multifaceted needs of financial

executives of all sizes of companies. The presentations are given by experienced professionals who provide field-tested advice and practices, not just a

presentation of the latest theories and experimental approaches. Numerous practice aids and documents are included to help financial executives easily incorporate valuable techniques and ideas into their own departments and

companies. The ‘Fall 2013 Financial Executive Technical Forum’ covers a wide range of issues and responsibilities that today’s financial executive faces!!

The Forum will cover a broad range of business and finance topics, including but not limited to Revenue Recognition, Complex Equity Transactions, IFRS updates, GAAP & SEC updates, Mergers & Acquisitions, Derivatives & Hedging, and AICPA & PCAOB updates. Our high profile speakers include partners from the Big 4 and

executives from industry with proven experience and expertise.

August 26, 2013

Topic: Keynote –Private Company Equity Warrants (Valuation, Risk, Accounting)

Speaker: Kamran Husain, Chief Accounting Officer, Silicon Valley Bank

Speaker: Michael Kruse, Treasurer, Silicon Valley Bank

Topic: Initial Public Offering

Speaker: Faisal Jeddy, Partner, SOAProjects

Topic: Financial Statement Fraud Risks & Trends

Speaker: Jennifer Lindsay, Principal, KPMG

Topic: Service and Data Availability in Cloud

Speaker: Angelo Puruggannan, Senior Director, Accretive Solutions

September 9th, 2013

Topic: Financial Planning and Analysis Role in Executive Strategy

Speaker: Scott Sandler, Senior Director of FP&A, Hyperion Therapeutics

Topic: Revenue – The Impact of Contract Language on Revenue Recognition

Speaker: Susan Holmes, Consultant, Accretive Solutions

Topic: Derivatives and Hedge Accounting

Speaker: Helen Kane - Managing Director, Hedgetrackers

Topic: AICPA and PCAOB Updates – Panel Discussion

Moderator: Yuko Wakasugi, Partner, SOAProjects

Speaker: Claudia Spencer, Partner, BDO

Speaker: Manpreet Grover, Partner, SOAProjects

Speaker: Scott Angel, Partner, Deloitte

September 16th, 2013

Topic: Designing an effective management income statement presentation

Speaker: Randall Bolten, CFO, Lucidity

Topic: The Price is Right? Or maybe Not?

Speaker: JosetteFerrer, Managing Director, Clairent Advisors

Technical Forum Agenda

Topic: IFRS Update

Speaker: Justin Truscott, Senior Manager, Deloitte

Topic: Take your FP&A to Next Level

Speaker: David Pefley, CFO, Adaptive Planning

Topic: ERP Implementation

Speaker: Terry Mead, Principal, Solutions2Projects

September 23rd, 2013

Topic: SEC Enforcement Actions

Speaker: CAZ Hash, Partner, Wilson Sonsini

Topic: Integration World – Mergers & Acquisitions

Speaker: Garrett Herbert, Managing Partner, Deloitte & Touch

Topic: Transforming Human Capital Measures into Strategic Analytics

Speaker: Alex Keever, BI Strategist, Ultimate Software

Topic: SEC & FASB Update; Hot Topics

Moderator: Sudha Chadalavada, CEO, The Cosmic Group LLC

Speaker: Ashima Jain, Partner, PwC

Speaker: Barbara Canup, Senior Director, Accretive Solutions

Speaker: Anthony Leung, Partner, Grant Thornton

Speaker: Christopher Forrester, Partner, Morrison Forrester

September 30th, 2013

Topic: Divestitures & Carve-outs

Speaker: Bryan Walker, Director, HoulihanLokey

Topic: Transfer Pricing

Speaker: Mark Hyde, Senior Manager, Deloitte

Topic: Internal Controls, Integrated Framework- 2013 COSO Update

Moderator: Sudha Chadalavada, CEO, The Cosmic Group LLC

Speaker: Tony Riley, Director, The Emmes Group

Speaker: Richard Brounstein, Managing Director, The Emmes Group

Topic: Optimizing Close

Speaker: GabeZubizarretta, Partner, Silicon Valley Accountants

Angelo Purugganan, Senior Director, Accretive Solutions Angelo Purugganan is a Business and Technology Sr. Director at

Accretive Solutions specializing in cloud strategy, security and

compliance. To understand fully the cloud environment, Angelo spent

two years in a cloud service provider’s organization where he led the

Governance, Audit and Metrics function. Angelo has over 15 years of

IT auditing and security experience. Prior to compliance and audit

work, he was a software engineer developing code for airline

reservations systems, report writers and code generators.

Anthony Leung, Partner, Grant Thornton Anthony has over 20 years of experience in the US and internationally

in the audits of public and private companies primarily in the

semiconductor industry. He manages a portfolio of clients and

provides expert advice on accounting and financial reporting for

complex transactions including revenue recognition, stock based

compensation, business combinations, derivatives and hedging

activities. He has served as an advisor to a number of companies

regarding US and SEC accounting and reporting matters in connection

with their IPOs, NYSE/NASDAQ listings and private placements via

Rule 144A. Anthony is also the leader of the Conflict Minerals

Reporting and International Financial Reporting Standards Steering

Committees in the Bay Area offices.

Ashima Jain, Managing Director, PWC Ashima is a director in PwC’s national office providing technical

advice and thought leadership on complex accounting matters. Prior to

joining the national office in 2008, Ashima worked in PwC's

Transaction Services Group, a global business unit that provides

quality, real-time advice on accounting, financial reporting and

valuation implications inherent in a variety of complex transactions..

Ashima has been closely involved with the VIE consolidation standard

since it was published in 2003 and has helped several clients

Our High Profile Speakers!

implement this complex piece of accounting literature. Ashima is

closely involved with the FASB and IASB joint leasing project.

Fortune 500 in the technology sector.

Alex Keever, Business Intelligence Strategist, Ultimate Software A native of Atlanta, Georgia, Alex holds an engineering degree from

Georgia Tech and an MBA from Georgia State. With 25 years in the

software industry, Alex has been involved in the evolution of

applications from desktop technologies to cloud platforms. Over a

decade of that experience has been immersed in reporting and

analytics with partner advisor positions at IBM (Cognos) and product

strategy positions at Ultimate Software.

Barbara Canup, Director, Accretive Solutions With over 25 years of experience in financial reporting, auditing and

consulting, Barbara coordinates the technical team for the Bay Area

offices of Accretive Solutions, addressing the impact of new

regulatory guidance and developing training for consultants and

clients. She also provides consulting services to clients in the areas of

revenue recognition, complex debt and equity transactions, stock-

based compensation, business combinations, fair value accounting and

IFRS convergence. Previously, she managed financial reporting

groups for high-tech companies, including Intel Corporation, and was

Director of Mutual Fund Reporting for Fidelity Investments in Boston.

Bryan Walker, Director, Houlihan Lokey Mr. Walker is a Director in Houlihan Lokey’s Transaction Advisory

Services group based in the San Francisco office. He focuses on

merger and acquisition advisory and due diligence assistance for both

strategic and financial buyers. Mr. Walker has led due diligence

assistance engagements for proposed acquisitions of companies in

aerospace and defense, government services, industrial products,

media and publishing, telecommunications, and software, in

transactions ranging in value from $5 million to $6 billion. He has led

teams on several cross-border transactions and has performed

engagements in Europe and Asia. In addition to providing due

diligence assistance, he has developed financial models for business

plans, and provided strategic advice to clients pursuing acquisitions.

Caz Hashemi, Partner, Wilson Sonsini Goodrich & Rosati Caz Hashemi is a litigation partner at Wilson Sonsini Goodrich &

Rosati. Caz focuses primarily on representing companies and their

officers and directors in securities and commercial litigation, SEC

enforcement and Department of Justice investigations, corporate

internal investigations, and regulatory enforcement proceedings.

During his career, Caz has taken a lead role in representing over 45

companies in government investigations and served as personal

counsel for over 100 individuals before the SEC and the Department

of Justice. Caz has extensive experience in government investigations

involving financial reporting and accounting fraud allegations,

disclosure issues, potential insider trading violations, and potential

violations of the Foreign Corrupt Practices Act (FCPA).

Christopher Forrester, Partner, Morrison Foerster Mr. Forrester’s practice focuses on the representation of public and

private companies and investment banks in general corporate and

finance matters, with an emphasis on mergers, acquisitions and

strategic transactions, public and private securities offerings and

corporate governance and compliance. Mr. Forrester’s experience

includes transactions in multiple industries, including, technology,

telecommunications, action sports, transportation, hardware, life

sciences, pharmaceutical, cleantech, industrial, food service, insurance

and financial/banking.

Claudia Spencer, Partner, BDO Claudia has over 25 years of public accounting experience and

specializes in the software/technology, specialty foods, consumer,

manufacturing & distribution and services industries. She is the Bay

Area Practice Leader for the Employee Benefit Plan and Not-for-Profit

practices. Her clients have ranged from small businesses to large

diversified multinational entities. Claudia has substantial experience in

SEC filings, initial public offerings, private placements, stock options

and complex debt/equity transactions. Claudia is involved in the

Firm’s Continuing Professional Education program as an instructor

and coordinator, and has spoken before other organizations on a

variety of accounting and finance topics.

David Pefley, CFO, Adaptive Planning David has more than 30 years of senior level finance experience

managing rapid growth for leading public and private technology

companies. As a long-time CFO and finance professional, he is keenly

aware of the challenges that CFOs face in managing better planning,

forecasting, analysis, and business performance as well as the benefits

of the Adaptive Planning solution in driving speed, accuracy, and

productivity into the process. He is adept in formulating business

strategies, utilizing teamwork and planning to succeed in competitive

markets, and driving rapid growth and increased profitability through

hands-on management.

Faisal Jeddy, Partner, SOAProjects Practice Leader at SOAProjects for Technical Accounting and

Financial Reporting Advisory Services. Faisal's main area of focus is

to provide advisory services to public and private companies,

especially those that are in the technology sphere - software, semi-

conductor, web applications and professional services. Faisal has a

well-rounded technical background in several complicated areas of

accounting, including valuation of inventory, revenue recognition,

restructuring, software development costs, and complex equity and

debt instruments. Faisal was previously an Audit Partner with BDO

USA LLP and Seiler LLP. At Seiler, Faisal was the Industry Leader

for their audit practice focused on high-tech companies.

Garrett Herbert, Managing Partner, Deloitte Garrett leads the Silicon Valley M&A Transaction Services practice

in San Jose, CA and is the national leader for M&A Transaction

Services for the Telecom, Media, and Technology industry group.

Garrett has over 13 years of dedicated M&A experience. He has

extensive transaction experience in advising financial and strategic

buyers on due diligence, accounting structuring and financial

reporting aspects of transactions in technology, software, and

internet services transactions both domestically and internationally.

In addition to his M&A experience with Deloitte, Garrett has M&A

experience as an investment professional in industry with Mentmore

Holdings Corporation (a private equity group), Stellex Technologies,

and Register.com (NASDAQ: RCOM) where he was responsible for

target evaluation, due diligence, divestitures, and post-transaction

integration.

Helen Kane, President, Hedge Trackers Helen Kane, President, founded Hedge Trackers, LLC in April 2000.

Her duties involve monitoring FASB/IASB pronouncements,

reaching out to accounting firm derivative accounting specialists,

overseeing auditor and SEC responses, and consulting with clients

Gabe Zubizarreta, Partner, Silicon Valley Accountants Gabe Zubizarreta’s experience working with accounting and finance

teams includes Audit & Acquisitions management experience at

PriceWaterhouseCoopers, and SEC Reporting and Finance Director

roles at both public and private companies. At SVA, Gabe has led

clients through process improvement related to managing external

audits and achieving SOX compliance in addition to several

acquisition integration and financial close streamlining efforts. Since

founding Silicon Valley Accountants, Gabe helped design and has

successfully implemented a financial process optimization software

solution for public and non-public clients. He is a CPA and educator in

Revenue Recognition and other current accounting topics as well as

process optimization.

contemplating complex derivative accounting applications. In

addition, Helen chairs both the East and West Coast annual

Accounting for Derivatives Conferences featuring derivative

specialists from the FASB and SEC. She also provides training to

audit firms, state regulators, the AICPA Credit Union Conference,

and guest lectures at local universities.

Jennifer Lindsay, Principal, KPMG Forensics Jennifer is a Principal in KPMG LLP’s Forensic Services Practice

and leads the Forensic team in KPMG’s Silicon Valley office. She

has recently been named the Partner in Charge of Corporate

Responsibility for the office. Jennifer brings 20 years of experience

performing investigative, dispute advisory, fraud risk management,

and regulatory compliance support services. She provides

investigative skills and the analysis of economic, accounting, and

statistical issues for the benefit of her clients – which include

corporations, law firms, and corporate boards.

Josette Ferrer, Managing Partner, Clairent Advisors Josette Ferrer is the founder, CEO, and a Managing Director of

Clairent Advisors, a valuation firm which serves Fortune 500 firms

as well as smaller entrepreneurial companies. She has more than

fifteen years of experience providing valuations in support of

financial statement reporting and tax planning. Prior to founding

Clairent Advisors, Josette was the U.S. Practice Leader of Marsh's

Valuation Services Group. Her career includes serving as the

Managing Director responsible for starting the S.F. Valuation

Services Group of WTAS, Inc., a former subsidiary of HSBC Group.

Justin Truscott, Senior Manager, Deloitte Justin is a senior manager in the accounting standards, policies,

guidance and communications group in San Francisco. He has been

with Deloitte for ten years, spending the last seven years dedicated to

assisting both clients and Deloitte professionals on a variety of issues

pertaining to IFRS. Justin is originally from the Deloitte South

Africa office where he was part of the national IFRS technical

accounting group. He has worked in various Deloitte locations

around the world and more recently was part of the Deloitte Global

IFRS Leadership Team based in London, whose primary

responsibilities include determining global Deloitte positions on

complex IFRS accounting questions escalated to it from DTTL

member firms worldwide, as well as providing consistent input and

comments into the activities and documents released by the

International Accounting Standards Board.

Kamran Husain, Chief Accounting Officer, Silicon Valley Bank Kamran Husain has spent his career in the financial services sector,

and joined SVB Financial Group in September 2008 as the

Company’s Chief Accounting Officer. In this role, he is responsible

for managing all accounting controllership activities for US and

Global businesses, SEC and Bank Regulatory Reporting, Financial

Risks and Controls (including SOX), Finance BPO operations and

Insurance Risk Management. Kamran is responsible for

implementing and ensuring compliance with all accounting policies,

statutory reporting considerations and controls framework for the

enterprise. He chairs SVB’s Disclosure and SOX Committees, is one

of the primary Finance liaisons with the Board of Directors’ Audit

and Compensation Committees and serves as a member of various

management committees at the Company.

Manpreet Grover, Managing Partner, SOAProjects Manpreet is CEO and Managing Partner of SOAProjects, Inc,

managing the day to day operations of the Company and is

responsible for managing a variety of clients in the high tech,

software, retail and services industries. She is a natural leader who

brings thought leadership, critical thinking, strong project

management skills, and exceptional interpersonal skills to each

engagement. She has developed numerous project plans and works

diligently to ensure each client receives the skill level required for

each engagement.

Mark Hyde, Senior Manager, Deliotte Mark is a Transfer Pricing Senior Manager in Deloitte’s San Jose,

California office. Mark has over thirteen years of experience in the

field of transfer pricing (over twelve years in Silicon Valley) during

which time he has addressed issues in such diverse industries as

semiconductors and semiconductor manufacturing equipment,

software and online services, medical and measurement equipment,

biotech and pharmaceuticals, agricultural products and chemicals,

entertainment, and construction. He has directed and contributed to

project work consisting of the preparation of transfer pricing

documentation in multinational jurisdictions, planning analyses to

facilitate IP-related and operational restructuring, intangible asset

valuations, implementation of cost sharing arrangements, and

analyses of centralized services cost allocations.

Michael Kruse, Treasurer, Silicon Valley Bank Michael D. Kruse is treasurer of SVB Financial Group. In this role,

he is responsible for managing all treasury functions at SVB

covering corporate investments, equity warrants, interest rate risk

management and strategic planning for capital and liquidity. He is

responsible for implementing corporate strategies that address and

support planned business growth, regulatory and rating agency

considerations. He chairs SVBs Asset Liability Committee, is a

liaison with the Finance Committee of the Board of Directors and

serves as a member on various management committees at the Bank.

Rick Brounstein, Managing Director, The Emmes Group Rick has over thirty years of operational and CFO-level financial leadership expertise with emerging growth companies and Smaller Public Companies within the software and medical device areas. He is Managing Director of The Emmes Group, a strategic business development, assessment and planning organization specializing in

the support of firms engaged in the technology, internet, biotechnology and pharmaceutical industries. He holds a BA in Accounting and an MBA in Finance from Michigan State University, has Big ‘4’ background and a CPA Certificate. He was a member of the elite SEC Advisory Committee on Smaller Public Companies and is currently a member of the COSO task force updating the standards widely used in today’s SOX §404 internal control compliance.

Randall Bolten, CFO, Lucidity Randall Bolten is the author of Painting with Numbers: Presenting

Financials and Other Numbers So People Will Understand You. He

runs Lucidity, a consulting practice based in Menlo Park, California

focused on short engagements with specific deliverables, including

business models, reporting packages, and incentive compensation

packages. His 30-year career as a financial executive in Silicon

Valley includes nearly 20 years as chief financial officer for both

public companies (BroadVision and Phoenix Technologies) and

startups. He has also held senior financial management positions at

Oracle and Tandem Computers. He holds a Bachelor of Arts degree

from Princeton University and an MBA from Stanford University.

Scott Angel, Partner, Deloitte & Touche LLP

Based in the Silicon Valley practice, Scott leads Deloitte’s

Semiconductor Industry Group and serves as an industry resource to

many teams both locally and internationally. He has more than 32

years of experience, including 30 years with Deloitte dedicated to

high technology clients in the Silicon Valley. His experience

includes assisting numerous companies with initial and secondary

public offerings, SEC filings, mergers and acquisitions, as well as

responses to SEC comments and assistance with SEC conferences.

Scott consults with his clients on revenue recognition policies,

strategic relationships, and other complex transactions. His clients

have ranged from start-ups to multibillion dollar companies.

Sudha Chadalavada, President, CEO - The Cosmic Group, LLC.

Sudha is a California CPA and a Certified fraud examiner currently

is an expert managing the SEC, Sox, Technical Accounting and

Stock administration aspects of various publicly traded companies.

Sudha has over fifteen years of experience in accounting and finance

and had held several board positions on various non-profit

educational associations. Sudha has extensive and broad range of

work experience including external audit, private company

controllership and public company regulatory compliance and

reporting. Sudha is the currently the chairman of the professional

development committee at FEI Silicon Valley Chapter.

Susan Holmes, Senior Manager, Accretive Solutions Susan Holmes has been with Accretive Solutions since 2006 and

currently serves as one of its lead Revenue Recognition consultants.

She has held many Finance and Accounting roles throughout her

career, including an overseas assignment in Hong Kong. Over the

last seven years, Susan's focus has been on Revenue Recognition

assisting and advising companies and specifically with contract

negotiations, establishing policies, determining VSOE, reporting,

and system implementations for both private and publicly-held

companies with unique and complex business models. She holds an

MBA from Cornell University.

Terry Mead, Principal, Solutions2Projects Terri Mead is a professional project manager (PMP) with over 15

years of experience selecting and implementing IT related systems

for biotech and medical device companies. Ms. Mead has selected

and/or implemented multiple ERP systems including JDEdwards,

Oracle, Ross, Epicor, Microsoft Dynamics GP, and QAD. While Ms.

Mead’s experience has been primarily in life sciences, her focus is

on good business practices that support compliance requirements.

Prior to implementing systems, Ms. Mead was a controller for a

small company in the East Bay and was a staff accountant for a small

CPA firm. Her passion is to leverage technology to improve business

processes. Ms. Mead has been consulting for her own company,

Solutions2Projects, LLC for eight years.

Tony Riley, Vice President, The Emmes Group Tony has been the CFO and corporate controller of public companies

and has extensive consulting experience at companies based in

Silicon Valley. His consulting practice has focused on Sarbanes-

Oxley compliance and SEC reporting at companies such as TIBCO

Software, SumTotal Systems, SGI, NewCardio, Oplink

Communications, Oclaro, LookSmart and Visa USA. He has

extensive experience presenting to Audit Committees and

participating at speaker panels. He holds a MBA from the University

of Chicago and holds the CPA ,CIA and CMA designations.

Yuko Wakasugi, Partner, SOAProjects, Inc.

Yuko Wakasugi is the partner in charge of Technical Accounting and

Financial Reporting at SOAProjects. At SOAProjects, her clients

include both public and private companies in various industries with

a heavy focus in the high-technology industry, including SaaS,

software embedded in hardware type of companies, and on-line

media companies. Yuko brings over 20 years of experience to her

clients, and she has been assisting clients in various capacities,

including pre-IPO companies, drafting the S-1, F-pages, MD&A, and

assisting companies in sanitizing their numbers to comply with U.S.

GAAP and meet all reporting requirements.

Registration closes August 16, 2013

Register today for this limited seat

program!

Visit – FEISV.org

Learning and

Networking!

20 CPE and Hot Topics!

Lots and lots of fun!!

30 speakers &

Interactive discussions

Buffet Dinner & Supplies !

Our Proud Event

Sponsors!

Accretive Solutions is a national professional services firm that delivers business solutions

to help companies improve their financial, operational, and IT performance objectives.

We have made a name for ourselves based on our ability to deliver results that

consistently exceed our client’s expectations.

Adaptive Planning is the worldwide leader in cloud-based business analytics solutions for

companies and nonprofits of all sizes. The company’s software as a service (SaaS)

platform allows finance and management teams to work together to plan, monitor,

report on, and analyze financial and operational performance. With capabilities for

budgeting, forecasting, reporting, consolidation, dashboards, and business intelligence,

Adaptive Planning enables finance, sales, and other business leaders to make better,

faster, more collaborative decisions that drive a true competitive advantage.

Clairent Advisors specializes in providing independent asset and business valuations –

combining proven techniques, analytical tools, and our extensive experience to produce

thorough and well-documented deliverables. We have the credentials of a Big

Four/national valuation firm – with experience on a large number of significant valuation

engagements – coupled with the responsiveness and focus from senior level team

members on all aspects of a client’s project. Please see www.clairent.com for further

details.

Houlihan Lokey is an international investment bank with expertise in mergers and

acquisitions, capital markets, financial restructuring, and valuation. The firm serves

corporations, institutions, and governments worldwide with offices in the United States,

Europe, and Asia. Independent advice and intellectual rigor are hallmarks of our

commitment to client success across our advisory services. Houlihan Lokey is ranked

globally as the No. 1 restructuring advisor, the No. 1 M&A fairness opinion advisor over

the past 10 years, and the No. 1 M&A advisor for U.S. transactions under $3 billion,

according to Thomson Reuters. For more information, please visit www.HL.com.

Menlo Partners offers retained search, contingent search and temporary staffing services. Our core expertise lies in the infrastructure of a corporate entity; administration, finance, human resources, marketing and operations. We offer multiple service offerings with tiered pricing to customize our search services to each client based on the firm's size and maturity. Menlo Partners offers: Firm Advocacy; Talent Insights; Accessibility; Confidentiality;

Education.

SOAProjects, Inc. is a global accounting and advisory firm with 15 offices in 10 countries around the world with its headquarters located in Silicon Valley, California. SOAProjects is currently the 7th largest CPA firm in Silicon Valley, California. Our professionals come from the world’s largest accounting firms and serve clients from start-ups to Fortune 100 Companies. We focus on hiring experienced managers, senior managers, directors and partners to exceed client expectations through value add services.

Silicon Valley Bank is the premier commercial bank for companies in the technology, life science, clean-tech, venture capital, private equity and premium wine industries. SVB provides a comprehensive suite of financing solutions, treasury management, corporate investment and international banking services to its clients worldwide. Through its focus on specialized markets and extensive knowledge of the people and business issues driving them, Silicon Valley Bank provides a level of service and partnership that measurably impacts its clients’ success. Founded in 1983 and headquartered in Santa Clara, Calif., the company serves clients around the world through 28 U.S. offices and international operations in China, India, Israel and the United Kingdom. Silicon Valley Bank is a member of global financial services firm SVB Financial Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital and SVB Private Bank.

Silicon Valley Accountants is an accounting and consulting firm dedicated to improving financial

reporting processes, increasing efficiency, and lowering compliance costs. Our Continuous

Improvement Methodology includes leveraging people, process management and systems to

help companies optimize their close process. After years of helping clients with process

improvement, we have developed an innovative Financial Effectiveness Framework to optimize

the accounting close and financial reporting. Our close process analysis provides you the

visibility you need to assess the improvement opportunities required for close and reporting

process improvement. We also provide insight into the related compliance activities and

processes, and assist with reducing the cost, time and effort requirements.

Ultimate Software is a leading cloud provider of people

management, solutions for businesses across all industries. Since 1990, Ultimate’s award-

winning UltiPro solution has provided a comprehensive approach to managing the employee

life cycle — from recruitment through retirement. UltiPro delivers end-to-end, strategic HR,

payroll, and talent management functionality, including recruitment, onboarding, payroll,

benefits administration, compensation management, performance management and reviews,

succession management, talent retention tools, time and attendance, workforce scheduling,

rich reporting and analytical decision-making tools, plus a central Web portal that serves as the

gateway for your workforce to access company-related activities.

Group (Nasdaq: SIVB), with SVB Analytics, SVB Capital and SVB Private Bank. More information

Over 30 high profile

speakers and 20 plus hot topics

20 plus NASBA

accredited CPE hours

Includes dinner,

supplies, unlimited

networking

Unbeatable pricing!

only $350 for five

nights of training