Past Events

Frank, Rimerman + Co. LLP hosted or presented at these past events:

April

4/30/12 Palo Alto, CA

SVForum Venture Startup and Financing Special Interest Group

Angel Pitch Night - Learn from and pitch to angels from Silicon Valley angel groups. Panelists will share their views about what is interesting now, deal terms they are seeing, and their predictions for 2012. They will also discuss their approach to investing, and their perspective on effective executive summaries and funding pitches. Representatives from 8 ventures will be selected to do 3-minute pitches followed by 3 minutes of feedback from the group.

Information and Registration

4/5/12 Palo Alto, CA

VC Taskforce Special Interest Group Panel Discussion

Going Global: Partnering with Foreign Investors

As the world gets smaller, investors are coming to the US from all parts of the world to look for sound investments in emerging companies. This session of Going Global Special interest Group (SIG) series will focus on the interests of foreign investors when partnering with emerging US companies, and the considerations of growth-focused companies who partner with globally-focused venture capitalists. Panelists will include international VCs with experience in investing in global companies, both in the US and abroad.

Information and Registration

March

3/19/12 Palo Alto, CA

SVForum Venture Startup and Financing Special Interest Group

Take the Money and Run - How to Get a Financing Closed and Walk Away Smiling. A panel of experts provides an evening of information and tips on how to proceed once you have interested investors.

Information and Registration

3/18/12 - 3/21/12 Houston, TX
Microsoft Convergence 2012
The Technology Solutions Group invites you to Microsoft Convergence 2012, the worldwide premier event for the Microsoft Dynamics client and partner business community. It is the annual event where connections are generated, best practices are shared, and business relationships are built and renewed. It is the chance to discover the full potential of Microsoft Dynamics Solutions. The featured keynote speaker will be special guest speaker General Colin L. Powell on Wednesday, March 21st, and DAUGHTRY will take the stage at the Convergence reception on Sunday, March 18th. Join the FRC team at Convergence 2012 in Houston for an opportunity to learn more about Microsoft Dynamics solutions and discover how you can extend the power of your solution across all areas of your business. Register soon and be sure your travel plans allow the time for you to maximize your participation from start to finish.
Information and Registration

3/1/12 Palo Alto, CA
SVForum Venture Startup and Financing Special Interest Group
A Night with SoftTech VC - SoftTech VC is among the most active investors in early stage consumer Internet and mobile startups. Learn about SoftTech's perspective as to what it is they are interested in, what they are investing in and how they operate. We will select up to 8 ventures to do 3-minute pitches followed by 3 minutes of feedback.
Information and Registration

February 2012

2/6/12 Palo Alto, CA
SVForum Venture Startup and Financing Special Interest Group
Getting Going on the New Venture in 2012 - Choosing the Right Idea, Building the Team and Getting the Venture Started.
Information and Registration

December

12/13/11 Palo Alto, CA
Microsoft Dynamics GP Year/Period-End Closing Class
Whether you are new to Year-End Closing in Microsoft Dynamics GP or interested in reinforcing your skills, this class will provide you with the latest information to help you achieve smooth and efficient closing procedures. This class delivers recommended year-end and period-end closing procedures for Dynamics GP modules GL, AR, AP, SOP, POP, Inventory, and Payroll.
Information and Registration

12/13/11 Palo Alto, CA
VC Taskforce Special Interest Group Panel Discussion - Going Global: Where do we go from here?
Panelists will discuss important considerations for the US company that is thinking of expanding internationally, such as:

• When should a company consider expanding internationally?
• How does a company go about establishing foreign operations?
• What are some common pitfalls to avoid in going global?

Information and Registration

12/12/11 Palo Alto, CA
ISO Standards and Their Implementation
An overview of the requirements and steps you should take to begin compliance efforts. We will discuss how to gain efficiencies with ISO 27001 and your related compliance efforts in other regulatory standards such as: SOC (Service Organization Control) 1, 2 and 3, PCI (Payment Card Industry); HIPAA (Health Insurance Portability and Accountability; and SOX (Sarbanes-Oxley) IT Controls. This event will include a presentation from Richard G. Wilsher, CEO of The Zygma Partnership, an expert in information security management and assurance frameworks. In addition, Mr. Wilsher and the Frank, Rimerman Consulting team will conduct a question and answer session to help address any specific concerns you may have.
Information and Registration

12/7/11 Palo Alto, CA
Microsoft Dynamics GP Advanced Reporting in Excel Class
Advanced Reporting in Excel takes a deeper dive into Microsoft Dynamics GP reporting, and dramatically increases its power and range so that you can create your own custom Excel reports.
Information and Registration

12/6/11 Palo Alto, CA
Microsoft Dynamics GP SmartList Builder Training Class
SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range so that you can create your own custom SmartLists.
Information and Registration

12/1/11 Palo Alto, CA
Security Design and Administration in Microsoft Dynamics GP Class
A focus on best practices, design, implementation, and maintenance of security in Dynamics GP. This class will cover the overall Dynamics GP Advanced Security Administration as well as Field Level Security, Account Security, Function Level Security, SQL Security for Excel and SRS Reporting, and SQL User and Windows Server User Security. We will deliver a presentation and overview with additional recommendations from a SOX perspective as it relates to security planning in Dynamics GP.
Information and Registration

November

11/11/11 Mountain View, CA
Frank, Rimerman Consulting 8^th Annual Fall User Group: Identifying Opportunity
Advance your objectives by experiencing first-hand how you can optimize your Dynamics GP business solution and gain efficiencies across your organization. Our event is designed to enrich the professional lives of our attendees with different learning interests. Each segment promises to be relevant and meaningful to you. There are sure to be solutions and suggestions you will want to implement immediately. Our agenda is highlighted by the Microsoft Dynamics Roadmap which articulates new developments and product launches coming from Microsoft Dynamics, as well as ways that you can maximize your technology investment. Other content will enable you with the tools and knowledge you need to optimize your business solution. This is also a great opportunity to leverage the Frank, Rimerman Consulting and Microsoft Dynamics team of experts for learning best practices, sharing ideas, and exchanging information. Join us to connect and exchange information, collaborate with individuals who face the same challenges as you, and develop lasting relationships that you can leverage throughout the year. Register now for this great learning opportunity to empower you and your team to experience the Microsoft Dynamics community in action.

Information and Registration

October

10/25/11 East Palo Alto, CA
Is it Time to Move Your Enterprise to the Cloud?
Learn about the latest in Cloud Computing and SaaS for finance, accounting and related functions: what they are, where they can be used, how companies are putting themselves in the cloud and more, including a focus on risk issues and how to use third party assessments to build trust with potential services providers.

Information and Registration

10/17/11 Palo Alto, CA
VC Taskforce Dynamic Demo Workshop
If you are like many founders and early stage CEOs, you can't wait to demo what you're developing. A great demo can excite investors and make them want to learn more about your business. A bad demo can be a serious turn-off. What are the elements of a great demo? What are the common, avoidable mistakes that many founders make? Turn dull technical drill downs into dazzling, compelling demonstrations sure to gain interest and buzz.

Information and Registration

10/5/11 Palo Alto, CA
Business Execution: Are You Taking Care of Your Most Valuable Asset?
A solid Employee Performance Management processes is absolutely critical to the ongoing success of your company. This seminar presents an affordable and easily implemented technology solution that ensures your people are working toward the goals that contribute most to the long term success of your business, and that you retain and reward your top talent. The event will consist of brief educational sessions, a networking session, and an interactive panel discussion.

Information and Registration

September

9/21/11 Palo Alto, CA
Microsoft Dynamics GP SmartList Builder Training Class
SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range so that you can create your own custom SmartLists.
Information and Registration

9/16/11 Webinar
Revenue Recognition Primer, Regulatory Update and Best Practices
Learn how to create best practices based revenue recognition processes, and get the facts about the latest revenue recognition regulations and their impact from revenue recognition experts and your peers.
Information and Registration

August and September

8/22/11, 8/29/11, 9/12/11, 9/19/11 & 9/26/11 Sunnyvale, CA
2011 Fall Controllership Training Program - Institute of Management Accountants
Participate in a refresher course on the multi-faceted daily responsibilities of controllers at small to mid-sized companies, as well as, an opportunity to reach out and network with fellow controllers in the Bay Area.

Information and Registration

August

8/12/11 St. Helena, CA
Winery Accounting and Finance for Executives - UC Davis Extension
Augment your understanding of winery specific accounting and finance issues. Designed for winery principals, executives and accounting staff, this course covers winery financial reporting, winery accounting, inventory costing, business valuation and taxation.
Information and Registration

June

6/8/11 Webinar
Say 'So Long' to SAS 70: Are you ready for SSAE 16?
What Finance and Accounting leaders need to know.
This event will provide an overview of why companies use or might want to use these auditing and reporting standards for their own companies and why you might want service providers to be held to such standards. It includes a review of SAS 70 itself and an overview of SSAE 16 (and SOC 1, 2, and 3), as well as the international standard ISAE 3402. We will also address implementation considerations for those thinking about adoption of the new standards.

Information and Registration

May

5/11/11 San Francisco, CA
SuccessConnect 2011: Business Execution Management Conference
Explore how to Drive Real Change and help your company win big in this once-in-a-lifetime environment. Learn from real life examples on how to increase employee engagement and productivity to realize greater business success.

Information and Registration

April

4/20/11 Webinar
SAS 70: Making the Transition to SSAE 16 (and SOC 1, 2, and 3)
What do Finance and Accounting Leaders Need to Know?

• Define both SAS 70 and SSAE 16, and its related components
• Apply and select propoer components for your company
• Better understand what these standards mean with regards to service providers that your company uses

Information and Registration

4/5/11 San Francisco, CA
Financial Consolidations, Planning & Reporting: Managing Growth Across Your Company
This event will focus on current and emerging trends in the technology available to ease the enormous challenges posed in effectively and accurately consolidating company financial results across business units and borders, and budgeting/forecasting for these entities.
Information and Registration

March

3/23/11 Palo Alto, CA
Microsoft Dynamics GP SmartList Builder Training Class
SmartList Builder takes the highly popular, easy-to-use SmartList tool in Microsoft Dynamics GP and dramatically increases its power and range so that you can create your own custom SmartLists.
Information and Registration

3/3/11 Webcast
Taking Microsoft Dynamics GP Paperless
Learn how to automate processes and gain efficiency with PaperSave's document management solutions. Manage the process, not the paper!
Information and Registration

February

January