CFO for Technology Industry Immersion
MGT 290-005
Every other Friday, 9 a.m. to 4 p.m., 2102 Gallagher

CFO for Technology Industry Immersion introduces to students to the tools and expertise required of a technology company chief financial officer. Students will learn about capital budgeting, managing funding for growth, managing business portfolio, M&As and going public.

Fast facts

  • Curriculum designed by both UC Davis faculty and industry executives to reflect the latest challenges in the industry
  • Five weeks of interactive classes on Fridays in Winter Quarter taught by senior executives from a select group of companies 
  • Group assignments in every class, examining potential solutions to management challenges

Speakers & Topics

You’ll learn from top industry executives about:

  • Financial planning cycles and public readiness
  • Scenario planning and venture formations
  • Fundraising
  • IPOs, mergers and acquisitions
  • Venture and last stage funding
Friday, January 5, 2018
AM Session Overview: Roles of Tech CFOs

Ayako Yasuda, Ph.D.

Associate Professor of Finance

UC Davis Graduate School of Management

PM Session Going Public

David Faugno


Friday, January 19, 2018
AM Session VC Partnership/Public Readiness​

Mike Kourey

Medallia, Inc.

PM Session Divestiture

Chris Chillingworth



Friday, February 2, 2018
AM Session M&A Dealmaking

Brian Moriarty, BA 85

Chief Financial Officer

twoXAR, Inc.

PM Session Post M&A Integration

David Cole

Vice President, Finance Operations


Friday, February 16, 2018
AM Session Capital Budgeting / Role of Divisional CFO

Mike Coffey, BS 84 

Senior Vice President, Global Delivery and Assurance


Shareron Willis

Assistant Vice President, Financial Analysis


PM Session External Financing to Fuel Growth/Fintech

Paul Bergholm

Chief Administrative Officer/VP Finance

Personal Capital

Friday, March 2, 2018
AM Session Financial Forecasting

Kyle Wakamiya


Origin Materials

PM Session Margaret McCarthy