FEISV Chapter Newsletter | October 20, 2026
Celebrating 50 Years of FEI Silicon Valley!
2026 marks FEI Silicon Valley’s 50th Anniversary! We’re excited to celebrate this incredible milestone with our Members, Partners, and friends throughout the year.
The celebration will culminate in April with a special 50th Anniversary Casino Night, and we’re making it a night to share — significant others are invited! More details will be coming soon.
But we’re not waiting until April to start celebrating! At each Keynote event leading up to our anniversary celebration, we’ll hold a special 50th Anniversary Raffle, with one lucky attendee taking home a $50 bottle of wine.
50 years of connections, leadership, and community — and plenty to celebrate!
Back to top
Latest Trends in FEI
The Women’s CFO of the Year Awards celebrate excellence in financial leadership, honoring women whose strategic vision, business judgment, and ability to inspire others are shaping the profession's future. This night is more than a celebration of individual achievement. It gives exceptional women leaders the recognition and visibility their accomplishments deserve.
Supporting women in finance means recognizing their contributions, amplifying their voices, and helping the next generation see a path to leadership. These awards bring that commitment to life by spotlighting accomplished executives and the impact they make across businesses and communities.
Your presence matters. Attending is a meaningful way to honor these leaders, demonstrate your commitment to women’s advancement, and stand alongside a community that values outstanding financial leadership. Join us for an important evening of recognition and connection—and help give these achievements the audience and celebration they deserve.
4th Annual Woman CFO of the Year Awards Dinner will be held at the Green Hills Golf & Country Club on Wednesday, November 18th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Non-Members: $275 | Registration: Here
Back to top
Advice from Past Woman CFO of the Year: Theresa A. Matacia
What does it take to become a trusted partner to the CEO and lead meaningful change? Take a look back at a conversation on The Strategic CFO with Theresa A. Matacia, a past FEISV Women CFO of the Year Award winner and CFO of Momentum for Health. Joining host Jan Robertson, Theresa draws on more than 35 years of experience across investment banking, public companies, and nonprofits to share her journey from equity analyst to strategic finance leader.
At the heart of the conversation is the importance of building trust. Theresa explains why establishing a strong relationship with the CEO is a priority when joining an organization, and how that foundation helps CFOs align perspectives and influence business decisions. She also shares her experience implementing NetSuite ERP despite organizational resistance, offering practical insights into leading change and moving important initiatives forward.
Theresa’s perspective reinforces that effective financial leadership requires understanding the entire business, not just the numbers. Her insights offer valuable lessons for finance leaders looking to strengthen executive relationships, navigate resistance, and become more effective strategic partners. Revisit Trust, Change & Turnaround: A CFO’s Winning Formula for a candid conversation about the relationships and skills behind successful CFO leadership.
Back to top
Nominate Yourself or Another Deserving Woman CFO
Hard work deserves to be seen. Put your name forward, or someone else's.
Strong CFOs often spend their careers making other people look good. They steady the numbers, guide the hard decisions, and mentor the people coming up behind them. Recognition tends to come last, if it comes at all.
Nominations are now open for the 4th Annual Women CFOs of the Year Awards, and you have a say in who gets the spotlight. You can nominate yourself. You can nominate a colleague, a mentor, or a leader you have watched make a difference. Either way, you decide whose story gets told.
Honorees will be recognized in five categories:
- Public Company CFOs at organizations with a market capitalization of $1 billion or more
- Public Company CFOs at organizations with a market capitalization below $1 billion
- Private Company CFOs at organizations with revenue of $50 million or more
- Private Company CFOs at organizations with revenue below $50 million
- Non-Profit Organization CFOs
Think of the woman who steered a company through change, helped a growing business scale with discipline, or advanced a mission when resources were tight. Her work shaped strategy, strengthened her organization, and inspired others in accounting and finance.
Now it is your chance to make sure that work is recognized...even if that woman is you!
Fill out the nomination form here. Submit nominations by the end of the day on October 30, 2026.
Don't wait for someone else to speak up. Nominate yourself or the leader who deserves it.
4th Annual Woman CFO of the Year Awards Dinner will be held at the Green Hills Golf & Country Club on Wednesday, November 18th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Non-Members: $275 | Registration: Here
Back to top
Select Sponsorship Opportunities: 4th Annual Women CFOs of the Year Awards
The 4th Annual Women CFOs of the Year Awards will take place on November 18 at Green Hills Golf & Country Club, bringing together an exceptional community of leaders who are shaping the future of finance.
This event is a platform to recognize and elevate women who are driving innovation, strengthening organizations, and inspiring the next generation of financial leadership. Their impact extends far beyond their roles, influencing industries, workplaces, and communities.
Sponsoring this event is a meaningful opportunity for your organization to align with that impact. It positions your brand alongside excellence, leadership, and progress in the accounting and finance space. More importantly, it demonstrates a clear commitment to supporting and advancing women in executive roles—something that resonates with clients, partners, and employees alike.
With a range of sponsorship options available (some with limited availability), now is the time to secure your place and ensure your organization is part of this important evening.
To explore and claim sponsorship opportunities, please download the sponsorship form attached to this email.
4th Annual Woman CFO of the Year Awards Dinner will be held at the Green Hills Golf & Country Club on Wednesday, November 18th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Non-Members: $275 | Registration: Here
Back to top
Financial Officers Forum - Next Month!
Your network should do more than expand your contact list. It should help you become a more effective financial leader. The Financial Officers Forum brings CFOs, controllers, and other senior finance professionals together to share practical experience, discuss challenges, and learn from one another in a confidential setting. For professionals providing consulting services to businesses, that access to informed peer perspectives can be especially valuable.
When clients rely on your judgment, having experienced peers to exchange ideas with can help you evaluate options, challenge assumptions, and approach difficult decisions with greater confidence. The FOF's discussions reflect real client situations, with past topics ranging from accounting systems and financial reporting to compensation and SaaS performance measurement. This is an opportunity to learn how other finance leaders tackle the kinds of issues your clients may be facing, not just discuss leadership in the abstract.
The career value also extends beyond any single discussion. By sharing useful insights and getting to know fellow professionals, you have an opportunity to demonstrate your expertise and build relationships that may lead to collaboration, introductions, or referrals. FOF explicitly encourages participants to share best practices, personal experiences, and connections...all on a confidential basis.
Financial Officers Forum will be held virtually on Friday, November 20th, from 12:00 pm - 1:15 pm Pacific.
FEISV Members & Partners, Other FEI Members, and Non-Members: Free | Registration: Here
Back to top
Navigating Tariff Changes: Preparing Consumer Products Companies for 2027
As tariff policies continue to evolve, consumer products companies face new questions around potential refunds, changing trade measures and increased customs enforcement. Understanding these developments and taking steps to prepare can help businesses navigate compliance requirements and manage tariff-related risks heading into 2027.
Join BPM and Laura Siegel Rabinowitz from Greenberg Traurig for Navigating Tariff Changes: Preparing Consumer Products Companies for 2027, a timely discussion on what the latest developments mean for your business and how to:
- Understand the latest tariff developments and potential refund opportunities, including available recovery processes and legal considerations
- Learn how current tariff measures may affect consumer products companies importing goods from overseas
- Identify customs compliance risks related to country of origin, product classifications, and valuations
- Prepare for increased customs enforcement and potential regulatory changes in 2027
Walk away with a clearer picture of potential refund opportunities, the compliance risks worth reviewing now, and practical steps to strengthen your customs practices before 2027.
Navigating Tariff Changes: Preparing Consumer Products Companies for 2027 will be held virtually on Wednesday, December 9th, from 10:00 am - 10:45 am Pacific.
FEISV Members & Partners: Free | Registration: Here
Back to top
FEISV Member of the Week
Katie Yang is VP of Finance at Aera Technology, leading FP&A, strategic finance, investor relations, deal desk, accounting, and procurement. With experience across technology, energy, life sciences, and climate tech, Katie brings a multidisciplinary background in financial modeling, investing, business development, and corporate strategy.
Previously, Katie served as Chief of Staff at Aera Technology and held business development and strategy roles at Zymergen and ExxonMobil, along with a summer investing role at Breakthrough Energy Ventures. Katie holds an MBA from Stanford Graduate School of Business and a bachelor’s degree with honors in Chemical and Biological Engineering from Princeton University.
https://www.linkedin.com/in/katie-yang-89055438/
Back to top
FEISV Partner of the Week
BPM is one of the largest public accounting and advisory firms in the United States, providing assurance, tax, advisory, wealth management, and technology solutions to venture-backed startups, growth-stage companies, middle-market businesses, and public companies. BPM serves clients across key innovation sectors including technology, life sciences, financial services, real estate, consumer products, and professional services. BPM combines the resources and technical depth of a national firm with the responsiveness and personalized service of a trusted advisor.
BPM has built a strong reputation supporting technology and life sciences companies throughout their growth journey—from formation and early venture financing through IPO and exit. We work closely with founders, CFOs, controllers, boards, and investors to help organizations establish scalable financial operations, navigate complex accounting and tax matters, and prepare for the demands of public company reporting and governance. BPM's multidisciplinary teams provide practical, forward-looking guidance designed to support rapid growth while meeting evolving stakeholder expectations.
BPM helps CFOs, finance leaders, and executive teams address complex business challenges, improve performance, manage risk, and create long-term value through services that include:
• Audit, review, and assurance services
• IPO readiness assessments and public company preparedness
• SEC reporting support, S-1 filings, and public company compliance
• SOX readiness, internal controls, and risk advisory services
• Technical accounting support, including revenue recognition (ASC 606), lease accounting (ASC 842), stock compensation (ASC 718), and business combinations
• Corporate, international, state and local, and private client tax services
• R&D credits, tax structuring, transfer pricing, and global tax planning
• Transaction advisory services, including buy-side and sell-side due diligence, quality of earnings analyses, and financial diligence
• Business valuation and financial modeling
• Outsourced accounting, controller, and CFO services
• Cybersecurity, IT risk, SOC compliance, and technology consulting
• HR consulting, workforce optimization, and organizational effectiveness
• ESG, governance, and enterprise risk management advisory
With more than 1,200 colleagues, over 75 partners, and professionals located across the United States and internationally, BPM delivers the expertise of a national firm while maintaining a highly collaborative, relationship-driven approach. As a Certified B Corporation and a member of Allinial Global, BPM is committed to creating positive outcomes for its clients, colleagues, and communities while providing access to resources and expertise around the world.
CONTACT:
Winny Wong
Partner
[email protected]
https://www.bpm.com
Back to top
