San Diego, CA
Next Meeting
RESERVE A SPOT
Date:
Tuesday June 2, 2026 8:30am - 10:00am America/Los Angeles
Location:
Zoom
Agenda:

Session Overview

In this session, Geri will share practical ways senior finance leaders can reduce surprises in financial statement reviews and audits. Drawing on real‑world examples, she’ll focus on:

  • Where reviews still uncover issues
    High‑impact pressure points in revenue recognition, leases, and key estimates that trip up otherwise strong finance teams.
  • What’s changing in GAAP and the audit environment
    A plain‑English look at recent pronouncements and audit‑quality trends that affect private companies, including new expectations around disclosures and documentation.
  • How to build a calmer, more audit‑ready finance function
    Simple habits and processes that help finance teams tighten their close, strengthen internal controls, and stay ahead of lenders, boards, and auditors.

Attendees will leave with concrete questions to bring back to their teams and a one‑page checklist they can use to assess their own financial reporting readiness.

Our Speaker

Geri Wood https://www.linkedin.com/in/geriwood/ is a CPA and partner at Hutchinson and Bloodgood https://hb.cpa/ with more than 25 years of experience helping privately held companies keep their financial reporting clean, credible, and lender‑ready.

She has led the firm’s regional Accounting and Auditing Committee, with oversight for the audit function, and has worked with both domestic and international businesses that report under U.S. and global standards. That mix means she brings big‑firm technical depth into a setting where clients still get direct partner attention.

Geri’s focus is on assurance and financial reporting for growing companies that need their numbers to stand up to banks, investors, and boards. She works with finance teams to tighten close processes, strengthen internal controls, and reduce last‑minute surprises in reviews and audits, so they can spend less time firefighting and more time supporting the business.

Clients describe Geri as collaborative, accessible, and calm under pressure. She’s the person they call when they want practical answers on revenue, leases, and estimates, and a realistic path to more reliable financial statements.

 

 

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot Accounting and Audit update Jun 02
8:30am - 10:00am America/Los Angeles
10 Not registered Free
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8:30am - 10:00am America/Los Angeles
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Reserve A Spot 3rd Annual FENG Social Aug 11
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2 Not registered $15.00
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4 Not registered Free
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8:30am - 10:00am America/Los Angeles
2 Not registered Free
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8:30am - 10:00am America/Los Angeles
1 Not registered Free
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1 Not registered Free
Using AI as a Financial Executive May 05
8:30am - 10:00am America/Los Angeles
71 Not registered Free
Practical uses of AI Apr 07
8:30am - 10:00am America/Los Angeles
45 Not registered Free
Leading Without Reactivity Mar 03
8:30am - 10:00am America/Los Angeles
33 Not registered Free
Business Tax Update - 2026 Changes Feb 03
8:30am - 10:00am America/Los Angeles
47 Not registered Free
AI and Leadership Jan 06
8:30am - 10:00am America/Los Angeles
96 Not registered Free
Using AI as a Financial Executive Dec 02, 2025
8:30am - 10:00am America/Los Angeles
105 Not registered Free
Using AI in Your Job Search Nov 04, 2025
8:30am - 10:00am America/Los Angeles
117 Not registered Free
The Interviewing Mindset Oct 07, 2025
8:30am - 10:00am America/Los Angeles
58 Not registered Free
Value generation through strategic transactions Sep 02, 2025
8:30am - 10:00am America/Los Angeles
23 Not registered Free
San Diego Social Networking Event Aug 26, 2025
4:00pm - 6:30pm America/Los Angeles
21 Not registered $25.00
Current market for buying and selling a business Jul 01, 2025
8:30am - 10:00am America/Los Angeles
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Planning Meeting Jun 03, 2025
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Chapter Description

Welcome to the San Diego Chapter of The Financial Executives Networking Group (FENG), with almost 700 members, including San Diego residents and many remote members. We meet monthly via Zoom and give participants an opportunity to introduce themselves and provide speakers on topics relevant to financial executives.

This chapter draws from a deep and geographically diverse pool of senior management talent and financial disciplines. Out-of-town residents with an active interest in San Diego are welcome to join and attend any events.

Each San Diego meeting on zoom offers one CPE credit if you attend the majority of the meeting. Please write to Jim Carr for more information. Jim Carr,
[email protected]

San Diego FENG members benefit directly from Matt Bud’s Daily Newsletter, including meeting announcements and a featured editorial article of topical interest to financial execs. Senior level financial job postings around the world are available on this website in the Job Leads section on your dashboard.

Job Clubs are also available for those in active search mode - You have a unique and invaluable opportunity to connect with others, share insights and collaborate on innovative solutions to today’s challenges of job search. Through in-depth discussions with other FENG members interested in similar financial roles, you will stay updated on industry trends, exchange best practices, learn about new technology and create meaningful connections with other finance leaders in your club.

Meeting Dates, Time and Location
With rare exceptions, we meet via Zoom the first Tuesday of each month from 8:30-10:00 AM, with an August hiatus. Meetings begin with half an hour of news, announcements and personal introductions, followed by a guest speaker(s) on a topic of timely interest. Please check out the Meetings tab for a list of upcoming topics.
Members, prospective members and invited guests can register for meetings. If you are a non-member, please send an email and let us know who you are, who referred you and your interest in attending the meeting to:

Reuven Rubinson, CPA
San Diego Chapter Chair
[email protected]

About The FENG
The Financial Executives Networking Group is a 501(c)(3), founded in 1991 as a forum for senior financial executives to share job opportunities and experiences. Members have held titles such as Chief Financial Officer, Controller, Treasurer, Managing Director, as well as Vice President of Tax, Mergers & Acquisitions, or Internal Audit.

Please Donate to The FENG
The FENG is NOT a fee for service organization - We live on voluntary contributions. This approach to funding our operations is part of the spirit of that makes our “circle of friends” work so well. Although we do have an army of volunteers, we still need cash to support our considerable out-of-pocket expenses. If you can afford to, please make a voluntary contribution from time to time - Any amount you can contribute is fine. We do not seek to create a financial burden for anyone - Donate what you can and when you can. To pay by credit card, go to the donations tab on your dashboard of this website and follow the instructions to donate.

Recorded Meetings

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Member Stats

Total Members 494
Alumni (57%) 283
Active (39%) 192
Associate (1%) 1
Retired (4%) 18