New Members

7 New Members in the Silicon Valley Area

Join us in welcoming our newest members! Reach out via their email below to make a connection.

Kelcy Cheng

Katalyst Consulting Group (KCG)
Founder
(650) 880-2838
kelcy.cheng@katalystkcg.com
Consultant Service
Home Group: Palo Alto 2

Bill Dempster

Accountyfy by Fay Jamasbi, CPA Inc.
CPA
(779) 423-8439
bill@accountyfy.com
Accountant
Home Group: San Mateo 1

Bio: Have over 15 years of experience in the field of accounting and taxation.

Chris Freitas

KBI Benefits
Director of Business Development & Technology
(408) 680-2325
chris@kbibenefits.com
Consultant Service
Home Group: San Jose 4

Bio: Benefits broker who helps companies with 50-500 employees reduce healthcare costs without reducing employee coverage.

Sandeep Shroff

myStartUpCFO
(415) 506-9095
sshroff@mystartupcfo.com
Consultant Service
Home Group: Mountain View 2

Elizabeth Stephens

Stephens Accounting Corp.
(650) 430-4061
elizabeth@stephens-accounting.com
Accountant
Home Group: Mountain View 1

Bio: I’m a CPA CFF CDFA Forensic Accountant specializing in family law services. I also have a PhD in psychology, so with me you get two professionals in one. I have a passion for making divorce easier and less traumatic.

Grace Tsang

Intero Real Estate Services
Broker, MBA, CDRE
(408) 480-9312
gtsang@interorealestate.com
Real Estate
Home Group: Mountain View 2

Peter Yoon

E4 Benefits
(408) 828-6370
peter@e4benefits.com
Insurance
Home Group: San Mateo 1

Member News

If you haven’t checked out our new ProVisors Power Networking series yet, take a peak at our Power Networking Trailer HERE. Learn tips and best practices from some of our very own power networkers. These short, bite-sized videos reveal a specific technique to help you refine and sharpen your networking skills. Watch all the videos in the series HERE.

Member Milestones

Reach out to congratulate your fellow members on their anniversary with ProVisors!

Celebrating 5 Years

Simon Nicholls

Securieon Group
Director, Interim COO/CFO Services
(831) 889-2105
simon.nicholls@securieon.com
Consultant & Service
Home Group: Menlo Park 1

Bio: Management advisor – Strategic guidance and execution for both growing businesses and those in quandry. Inclusive approach to best options – Sustain, Scale, Exit. A former Public co’ CFO. Expertise- Strategy, Operations, M&A, Divestitures, Private Equity…

Deborah Radin

Kramer Radin , LLP
Managing Partner
(650) 941-8600
radin@kramerradin.com
Attorney
Home Group: Menlo Park 1

Bio: Deborah G. Kramer Radin, of Kramer Radin, LLP, is a State Certified specialist in Estate Planning, Probate and Trust Law . She concentrates on estate planning, post-mortem estate administration and end-of-life planning.

Events

Join us for our 2022 Holiday Party on Tuesday, December 6th from 5:00 – 7:00pm at the Ameswell Hotel located at 800 Moffett Blvd., Mountain View. Complete details on the Hub.

Join a New Member Orientation for an introduction to the culture of ProVisors, and help set you up for success! Seasoned Members are also welcomed to get a refresher on what might help them enhance their ProVisors experience.

New Member Orientation

Tuesday, December 6, 2022 12:30pm-2:00pm ET | 11:30am-1:00pm CT | 9:30am-11am PT

Wednesday, December 7, 2022 11:30am-1:00pm ET | 10:30am-12:00pm CT | 8:30am-10am PT

Wednesday, December 7, 2022 2:30pm-4:00pm ET | 1:30pm-3:00pm CT | 11:30am-1:00pm PT

Tuesday, January 10, 2023 12:30pm-2:00pm ET | 11:30am-1:00pm CT | 9:30am-11am PT