The Next Wave: Thriving After the Deal Closes

Sponsored by: Baker McKenzie LLP, 660 Hansen Way, Palo Alto, CA 94304

June 19, 2018

We are witnessing incredible disruption and change in the marketplace and companies need to keep pace. Some are launching acquisition campaigns, some are incubating new ways of serving customers, and some are spinning off non-core assets. Please see slides below:

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Growth Generation, Execution, and Sales Technology Venture Launch Program

Menlo College

June 6 and August 3, 2018

Interactive executive training and workshop with participants from Asia and Europe on New Trends in Corporate Finance and Execution, Operations, and First Sales. TVLP is the Top Immersion Program in Silicon Valley. Sign up now!

Information and Registration


The Strategic CFO


Menlo Park, February 21st-23rd, 2018

The Strategic CFO is comprised of seven modules focusing on Leadership Identity, Operational Excellence, Integrating Strategy, Business Imperative, Market Disruption / Risk, and Creating Value Across the Enterprise. Stay tuned for details!


Hot Topics in Technology and Accounting
Haas School of Business

November 10, 2017

UC Berkley Haas School of Business, 22nd Annual CFRM Program - Conference on Financial Reporting Management. I was honored to speak on: The Intersection of Technology and Accounting including Cloud, SaaS, Cyber, AI, IoT, Blockchain, and ERP solutions. The panel received millions of web views - Go Bears!


Interview State of California Controller Betty Yee for the Financial Executives of Silicon Valley

May 24, 2017

As President of Financial Executives of Silicon Valley, I had the rare opportunity to discuss "Diversity of Thought, Mentorship, and Developing the Next Generation" with State Controller Betty Yee.

View Interview

CFO Readiness Academy

May 2015, 2016, & 2017

During my tenure with Financial Executives of Silicon Valley, we graduated over 60 finance professionals. The Academy focused on executive leadership, managing growth, and partnering effectively with CEOs and Board Members as well as a special session on career management.