San Francisco, CA
Next Meeting
RESERVE A SPOT
Date:
Wednesday February 19, 2025 5:00pm - 6:00pm US/Pacific
Location:
zoom
https://us02web.zoom.us/j/84774125401?pwd=Wyx8MUf7KSJ8NYsQQuSiSktrCK0he7.1
Agenda:

5:00pm to 5:05pm Login

5:05pm to 6pm Dr. Steven Kirch, Presenting AI for Financial Executives

6pm to 6:15pm Wrap up

Topic: AI for Financial Executives

AI is here. The only question is are you ready? If you don't leverage AI for yourself and your company, you will be left behind.

This workshop, "AI for Financial Executives," led by Dr. Steven Kirch and Suzanne Kirch of Profit Minds, will focus on the transformative role of generative AI in driving financial decision-making and operational efficiency. Tailored for financial executives, the session will demonstrate how AI tools like ChatGPT, CoPilot, and Claude can enhance forecasting, optimize reporting, and improve processes.

Attendees will explore practical applications, including creating summaries of research, competitive analysis, and contract compliance, while learning how AI can streamline data interpretation and automate repetitive tasks. You will get a taste of how AI can provide strategic insights, visualize complex financial data, and support regulatory adherence.

You'll even get a chance to try some real-world use cases for yourself, so come with your laptop, your AI account, and be ready to try it yourself.

By the end, you will have a better understanding of how to effectively integrate AI into your role, enhancing precision, productivity, and strategic impact in today's fast-paced business environment.

Speaker: Dr. Steven Kirch, Professor of PROtivitySM
 
After retiring from a successful career as a manager and leader in high-tech, Dr. Steven Kirch brings his passion for life-changing results to his clients. He is the creator of the PROtivitySM Growth System – a unique blend of methods to increase PROfit, accelerate PROductivity, and create robust business PROcess for scale. He specializes in helping small business owners improve their top and bottom-line results using time-tested strategies. Then together, they develop methodologies for the actual implementation of these strategies in their business to put more money in his clients’ pockets and enable them to have the business they dreamed of when they started.
 
In addition, he serves on the board of The Gratitude Network – a leadership development organization that works with social entrepreneurs around the world to enable the growth of these innovative companies that are changing the lives of children and youth all over the world. Steve sings in the San Francisco-based a cappella chorus, The Fog City Singers, and enjoys running, biking, and golf. He and his wife, Donna, of more than 40 years share a passion for music and love to travel. They have two amazing daughters that are making their way in the world.

Meetings

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RSVP Subject
Date / Time
Attendees Status Suggested Donation  
Reserve A Spot AI for Financial Executives Feb 19
5:00pm - 6:00pm US/Pacific
49 Not registered Free
Mastering Communication Strategies for Successful Career Transitions Jan 22
5:00pm - 6:00pm US/Pacific
19 Not registered Free
What is a Personal Brand, and How Important is it in Today's Job Market? Nov 13, 2024
5:00pm - 6:30pm US/Pacific
13 Not registered Free
Building Your LinkedIn Brand Oct 30, 2024
5:15pm - 6:30pm US/Eastern
31 Not registered Free
Connecting Made Easy! Sep 18, 2024
5:00pm - 6:30pm US/Pacific
28 Not registered Free
How to Standout on Linkedin Jul 24, 2024
4:00pm - 5:00pm US/Pacific
51 Not registered Free
The Positive Net Present Value Machine Apr 24, 2024
6:00pm - 7:15pm US/Pacific
13 Not registered Free
Networking works when you are consistent. Feb 21, 2024
6:00pm - 7:15pm US/Pacific
20 Not registered Free
Memory Power = Networking Power Jan 17, 2024
6:00pm - 7:00pm US/Pacific
22 Not registered Free
Professional Relationships and Referral Development Nov 15, 2023
6:00pm - 7:00pm US/Pacific
15 Not registered Free
The CFO of the Future Oct 18, 2023
6:00pm - 7:00pm US/Pacific
34 Not registered Free
Stock Options, Equity, Why QSBS Matters to you Sep 20, 2023
6:00pm - 7:30pm US/Pacific
24 Not registered Free
Regain Your Life by Building a Better Brain Jul 19, 2023
5:00pm - 6:15pm US/Pacific
15 Not registered Free

Chapter Description

Our monthly chapter meetings for networking each month typically on the Third Wednesday 5PM PT on Zoom with a guest speaker.

Welcome to the San Francisco Chapter of FENG, the Financial Executives Networking Group. Our goal is to become the premier networking resource for finance professionals in the Bay Area. We provide ongoing career management services and help our members with job search and transition support through networking and continuing education events. Our motto is "you are either in between jobs or in between job searches." Either way, come join us and build your network.

One distinguishing feature of our organization is the support available from the National FENG organization. New technologies, particularly the organizations website and adaptation to changing technology, have made networking an even more powerful tool. Networking is a proven and time-tested method, providing the single best source of business and job opportunities.

Here are some specific details about our local chapter:

Membership Mix:
The San Francisco Chapter draws from a deep pool of proven management talent and financial disciplines, including private and public accounting, corporate finance, financial services, M&A, auditing, SOX compliance, tax, and treasury, private equity, venture capital, and consulting.

Organization:
The San Francisco Chapter of FENG is a not-for-profit organization.

Meeting Dates, Time and Location:
We meet over Zoom, typically the third Wednesday of every month at 5pm PST.

We also have additional networking meetings in three suburban locations in the SF Bay Area as described in the Meetings & Events page of our website, http://thefengsf.org/meetings. When our meetings are in person we encourage you to bring several copies of your resume or a list of targeted companies/industries if you have one available for review/discussion.

USEFUL LINKS:

FENG LinkedIn Group

Bio
Rick Morgin is a partner and consultant with The Franchise Consulting Company. Rick has been Chapter Chair for San Francisco for several years. After three decades of Corporate Financial Planning & Analysis with Joseph E. Seagram & Sons, Constellation Brands, Treasury Wine Estates, and Wine Direct Rick joined The Franchise Consulting Company to help individuals reach their goals through Franchise ownership and help business owners expand their brand by developing a Franchise model.


Rick Morgin

Consultant / The Franchise Consulting Company

C : 925-324-6371

Schedule a 15 Minute Call: https://calendly.com/rick-132

Recorded Meetings

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Member Stats

Total Members 1202
Alumni (56%) 673
Active (40%) 481
Associate (1%) 5
Retired (4%) 43