Newsletter
- Newsletters are emailed each Tuesday and Friday. Enjoy reading the current newsletter as well as past newsletters
FEISV Chapter Newsletter | June 02, 2026
FEI Silicon Valley Events
06/04 - 27th Annual Scholarship Golf Tournament Hosted by Robert Half & FEISV
07/24 - Financial Officers Forum (Virtual)
07/28 - FEISV Annual BBQ - Save the Date!
08/19 - FEISV TopGolf & Social
Partners & Other Chapter Events
06/04 - Q2 2026 Quarterly Accounting Webcast (Virtual) | PwC
06/04 - 06/05 - 44th Annual SEC and Financial Reporting Conference (In-Person & Virtual) | FEI
06/04 - Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them (Virtual) | BPM
06/09 - AI in Action: Building A Modern, High-Scaling Finance Function (Virtual) } FEI
Latest Trends in FEI
This is your final opportunity to secure your spot at the 27th Annual Scholarship Golf Tournament, taking place June 4 at Coyote Creek Golf Club. Presented by Robert Half and FEI Silicon Valley, this scramble-style tournament brings together professionals for a day that blends competition, connection, and purpose. Whether you're out to compete, connect, or just enjoy a great day on the course, the tournament is designed to be engaging and accessible for all skill levels.
From the first tee to the final putt, the day delivers more than just golf. Expect a high-energy atmosphere with on-course contests, raffles, and standout moments throughout...including a $100,000 Hole-In-One Challenge!
Registration includes:
- Golf and shared cart
- Practice range access
- Boxed lunch
- Beer, soft drinks, and on-course snacks
- Drinks and appetizers at the awards reception
Most importantly, your participation supports a meaningful cause. The tournament has raised $774,000 in scholarships to date, helping students pursuing careers in finance and accounting achieve their goals.
Spots are limited and filling quickly. Don’t miss your chance to be part of a day that delivers impact both on and off the course!
The 27th Annual Scholarship Golf Tournament, hosted by Robert Half & FEI Silicon Valley, will be held on Thursday, June 4th, at the Coyote Creek Golf Club in Morgan Hill.
FEISV Members & Non-Members Round of Golf: $275 (+The Deal: $390) | Foursome (Value $1,100): $1,000 | Registration: Here
Few Sponsorship Opportunities Remain for 27th Annual Golf Tournament
Final sponsorship opportunities are closing fast for the 27th Annual Scholarship Golf Tournament. This is your chance to put your brand in front of a highly engaged audience while directly supporting a meaningful cause. Secure your sponsorship opportunity today and be part of the year’s most anticipated event.
A heartfelt thank-you to all of our 27th Annual Scholarship Golf Tournament sponsors for your generous support. We truly couldn’t do this without you. Your partnership not only makes this event possible, but it also strengthens our shared mission to support the future of finance through education and opportunity.
Please join us in acknowledging our current list of sponsors:
- Tournament Sponsor: Robert Half
- Special Gift Sponsor: Janice Berthold | Heffernan Insurance Brokers
- Beverage Cart Sponsor with Foursome: SOAProjects
- Swag Bag Sponsor with Foursome: Alliant Insurance Services
- Air Cannon Sponsor with Foursome: RSM
- Closest to the Pin Sponsor: Fifth Third Bank
- Casino Hole: Insperity
- Hole Sponsor: Andersen
- Hole Sponsor: Cellotape
- Hole Sponsor: Corpay
- Hole Sponsor: USI
- Foursome Sponsor: Bakertilly
- Foursome Sponsor: Bespoke People
- Foursome Sponsor: Flagstar
- Foursome Sponsor: Forvis Mazars
- Foursome Sponsor: PwC
THERE ARE STILL SPONSORSHIP OPPORTUNITIES AVAILABLE. See the attached document to support a great cause while building awareness for your company.
Now celebrating its 27th year, this time-honored event blends great golf and great company with an even greater purpose: Supporting the next generation of talented students pursuing finance and accounting degrees at California State University East Bay, UC Berkeley, San Jose State University, and Menlo College.
To date, this longstanding tradition has provided $774,000 in scholarships to remarkable individuals recognized for their academic excellence, leadership, and drive to make a difference in the financial world.
Every contribution, from tournament sponsors to hole and prize sponsors, helps continue this proud FEI Silicon Valley tradition. Together, we’re driving real impact for the next generation of financial leaders while enjoying a day of connection, competition, and community.
The 27th Annual Scholarship Golf Tournament, hosted by Robert Half & FEI Silicon Valley, will be held on Thursday, June 4th, at the Coyote Creek Golf Club in Morgan Hill.
FEISV Members & Non-Members Round of Golf: $275 (+The Deal: $390) | Foursome (Value $1,100): $1,000 | Registration: Here
FEISV Annual BBQ - Save the Date: July 28, 2026
We’re excited to share breaking news: our Annual Summer BBQ is officially set for July 28. This signature summer meetup always brings big laughs, great food, and conversations that run long after the sun goes down.
Mark your calendar now and stay tuned. More details are coming soon, so keep the date wide open!
Next Financial Officers Forum - This Summer!
The Financial Officers Forum (FOF) is a virtual, confidential, peer-level forum built for senior finance leaders who are actively advising, consulting, and operating in complex environments. There are no presentations, no panels, and no scripted content. It's just a real discussion shaped by what participants are seeing right now across their client work.
This is a Vistage-style exchange where CFOs, Controllers, and finance advisors bring current challenges to the table and work through them together. The value is is grounded in active engagements, real decisions, and unfiltered perspectives from peers navigating similar situations.
Topics evolve with the group but consistently reflect what is happening beneath the surface: how companies are approaching system decisions, structuring outsourced functions, navigating audit realities, and refining reporting in high-growth environments like SaaS.
It is a rare opportunity to step into a room where finance leaders speak candidly, share what is actually working, and compare notes without posturing or polish.
If you want a sharper perspective on what companies are dealing with right now (and how experienced operators are responding), FOF is a conversation worth being in.
Financial Officers Forum (FOF) will be held virtually on Friday, July 24th, from 12:00 pm - 1:15 pm Pacific.
FEISV Members & Partners, Other FEI Members, and Non-Members: Free | Registration: Here
FEISV Topgolf & Social
Golf is where relationships are built, ideas are shared, and many business deals quietly take shape on the fairway. While the 27th Annual Scholarship Tournament wraps up this week, you can keep the momentum going with the FEI Silicon Valley group at our August Topgolf Social.
Non-golfers will love Topgolf’s relaxed, no-pressure vibe, with easy-to-hit targets, great food and drinks, and a fun atmosphere that makes networking feel natural. It's the perfect chance to get some extra swings in before returning for next year's Tournament!
For golfers, Topgolf is a chance to work on your swing, compete with friends, and relive tournament highlights while connecting with peers in a more casual, high-energy setting. It is the perfect way to get back in the swing of things after summer and deepen the connections you started on the course.
FEISV Topgolf & Social will be held at Topgolf in Burlingame on Wednesday, August 19th, from 5:30 pm - 8:30 pm Pacific.
FEISV Members & Partners: Free | Registration: Here
RSM Marks 100 Years of Serving the Middle Market
SAN JOSE, Calif. – June 1, 2026 – RSM US LLP (“RSM”) - the leading provider of consulting, tax and assurance services for the middle market - is celebrating its 100th anniversary, marking a century of advising middle market businesses through periods of economic, operational and technological change.
In San Jose and across the region, RSM serves companies that are helping shape the economy and drive growth across industries, reflecting the broader impact of the middle market nationwide.
A hundred years doesn't happen without extraordinary people — both within our walls and across the businesses we've been honored to serve," said Ahmad Ejaz, RSM Bay Area Market Leader. "Our deepest pride comes from standing alongside organizations that are making a real difference in the communities we all call home.
For 100 years, RSM has grown alongside the businesses it serves, building consulting, tax and assurance capabilities centered on its brand promise, The Power of Being Understood. That promise continues to guide how RSM brings insight, collaboration and practical perspective to help clients make informed decisions and create long-term value.
The milestone is captured through “RSM¹⁰⁰,” reflecting how a century of experience shapes the firm today and positions it for the future. As businesses face increasing complexity and rising expectations for growth, RSM’s centennial underscores the strength of its people, the depth of its client relationships and the investments the firm is making to support clients moving forward.
About RSM US LLP
For 100 years, RSM has empowered middle market companies worldwide to take charge of change. The clients we serve are the engine of global commerce and economic growth. Our unique understanding of the middle market makes RSM the natural choice for growth-oriented, internationally active organizations seeking relevant insights and tailored, innovative solutions for a complex and changing world. With a global reach spanning more than 120 countries, we instill confidence in a world of change by bringing the full power of RSM to make a lasting impact on our clients, colleagues and communities. For more information, visit rsmus.com.
Latest Pillsbury's News Alerts
Our Platinum Partners at Pillsbury Winthrop Shaw Pittman LLP have recently rolled out a feed of alerts and insights that are especially relevant to FEI Members, including updates on financial services regulation, corporate transactions, regulatory compliance, and other developments affecting middle-market businesses.
- Prediction Markets and Insider Trading: Compliance Considerations
- SEC Continues to Pursue Whistleblower Agenda
- SEC Proposes Sweeping Registered Offering and Public Company Reporting Reforms: Key Takeaways and Practical Considerations
- SEC Proposes Optional Semiannual Reporting for Public Companies: Key Takeaways and Practical Considerations
Pillsbury also continues to publish issue-based client alerts and enforcement monitors that translate complex legal changes into practical takeaways for in-house finance and business leaders. For the FEI community, that means timely guidance on the kinds of legal and regulatory shifts that can affect reporting, operations, risk management, and strategic planning.
Tech Debt vs. Talent Wealth: How Finance Leaders Can Rebalance the AI Equation
It usually starts the same way.
A leadership conversation introduces a new AI-enabled forecasting tool, along with a clear case for how it will improve visibility, speed and decision-making. The logic is sound, and the investment feels necessary.
Six months later, the tool is live. The dashboards look better, and reports are coming out faster. But if you ask the team what has actually changed, the answer is less clear. Forecasts still need manual adjustments, analysts export data into spreadsheets to double-check outputs, and business partners still ask the same follow-up questions.
The technology worked. The outcome didn’t.
That moment is becoming increasingly familiar for finance leaders, and it is where a different kind of tech debt begins to build.
Learn more. Read Tech Debt vs. Talent Wealth: How Finance Leaders Can Rebalance the AI Equation via our Platinum Partners at Robert Half.
FEISV Member of the Week
Christopher Chu is Senior Director of Product Finance at Snowflake, having held numerous management and Senior-level roles at the company. Previous experience includes research and reporting roles at AllianceBernstein and Time Warner. Christopher earned a Bachelor of Science in Finance from New York University Stern School of Business.
https://www.linkedin.com/in/christopher-h-chu/
FEISV Partner of the Week

Robert Half is the world's first and largest specialized talent solutions firm that connects opportunities at great companies with highly skilled job seekers.
They offer contract, temporary, and permanent placement solutions for finance and accounting, technology, marketing, and creative, legal, administrative, and customer support roles.
Specifically for their finance and accounting specialization, Robert Half provides companies with an alternative to the traditional consulting firm approach and helps them succeed through a variety of financial talent and project consulting solutions. Whether it's one person or an entire project team, Robert Half has a large network of seasoned professionals with experience in finance, accounting, and business systems who are available to step in immediately.
Named to Fortune's World's Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®, a global consulting firm that provides internal audit, risk, business, and technology consulting solutions.
Explore their talent solutions, research, and insights at RobertHalf.com.
CONTACTS:
Jeremy Cole, Client Solutions Director
Phone: 950.292.0431
Email: [email protected]
Rob Bonner, Senior Client Solutions Director
Phone: 415.805.9019
Email: [email protected]
Syed Hussain, Director of Permanent Placement Services
Phone: 650.292.0232
Email: [email protected]
Stephen Hilton, SVP Corp Controller & Treasurer
Phone: 925.913.2638
Email: [email protected]



