FEISV Chapter Newsletter | June 20, 2025 
FEI Silicon Valley Events
07/29 - Wells Fargo Pre-BBQ Professional Development Session – Save the Date!
07/29 - FEISV Summer BBQ | Wells Fargo
08/01 Financial Officers Forum (FOF) - Virtual
08/26 - FEISV Partners Topgolf
09/16 - Dinner Event | NVIDIA - Save the Date!
Partners & Other Chapter Events
06/06 - 07/06 - Microsoft Discovery Hour: The Road to Autonomous ERP | FEI
06/25 - Career Services Group Meeting (Virtual) | FEI San Francisco
06/25 - Building Resilience Game Changer Webcast Series: Future-Proof Your Applications: Secure, Modernize, and Optimize | FEI Detroit
06/25 - Summer Social & Networking with Spring 2025 CFO Bootcamp Speakers | FEI San Francisco
06/26 - FinTech Innovations Expo: June 2025 Solutions Showcase for Finance Leaders | FEI
06/27 - NBI Webcast: Income Taxation of Trusts, Estates, and Individuals | Andersen
07/15 - From Policy to Practice: Tariff Strategies for Finance Leaders | FEI San Francisco
07/16 - Career Services Group Meeting (Virtual) | FEI San Francisco
07/22 - IA Insights: Enhancing Efficiency & Effectiveness in Internal Audit | Forvis Mazars
Trending News in FEI
This week’s episode of The Strategic CFO delivers essential insights for financial executives determined to drive sustainable growth. Featuring Adrienne Dale, Principal at Pivotal LLC, the conversation dives deep into the hazards of premature scaling—whether it’s early automation, job specialization, or system upgrades.
Adrienne's expertise underscores why timing is everything: operational investments must align with your company’s growth stage to maximize ROI and avoid costly missteps. Her candid advice on when to invest, how to leverage data-driven decision-making, and the right moment to bring in a fractional COO is a must-listen for leaders who want to stay ahead of the curve and turn operational challenges into strategic opportunities.
If you’re looking to sharpen your growth strategy, harness the true power of analytics, and elevate your executive leadership, this episode is essential listening.
Download or stream any time: CFO to COO – A Professional Journey.
Next Episode of The Strategic CFO Features Timothy Swords
This Tuesday’s episode of The Strategic CFO is a can’t-miss masterclass for financial leaders, featuring Timothy Swords, an executive coach and former CFO with a transformative approach to leadership. Timothy tackles the hidden pitfalls of financial jargon in the boardroom, revealing how even seasoned CFOs can lose their audience and impact when anxiety drives them to overcomplicate their message.
You’ll hear the story of a biotech executive who unlocked true influence by learning to communicate financial strategy in clear, relatable language—winning over stakeholders and elevating his executive presence.
Timothy also introduces a powerful metaphor for mindfulness in leadership: moving from a mentally cramped “single-wide trailer” to the spaciousness of a four-bedroom house. Instead of being boxed in by stress and regret, mindfulness creates room to think clearly, make better decisions, and show up as a more effective leader.
If you want to break free from old habits and lead with clarity and confidence, this episode is essential listening. Subscribe to The Strategic CFO now so every new episode drops straight into your feed!
FinTech Innovations Expo: June 2025 Solutions Showcase for Finance Leaders
As the financial technology sector experiences unprecedented growth, finance leaders are increasingly turning to innovative solutions to enhance efficiency, accuracy, and strategic decision-making within their organizations. The FinTech Innovations Expo: June 2025 Solutions Showcase for Finance Leaders is designed to provide a comprehensive exploration of the latest advancements transforming the finance function. Building on prior discussions, this virtual event offers a deeper examination of cutting-edge technologies and practices that are reshaping the way financial operations are managed.
FEI is proud to present an agenda featuring industry leaders who will share valuable insights and breakthrough innovations aimed at streamlining financial processes. Attendees will have the opportunity to earn CPE credits, engage directly with subject matter experts, and participate in interactive product demonstrations.
FinTech Innovations Expo: June 2025 Solutions Showcase for Finance Leaders will be held virtually on Thursday, June 26th, from 7:30 am - 9:30 am Pacific.
FEISV & Other FEI Members: Free | Registration: Here
Cybersecurity Investments: A Strategic Imperative for Modern Business Leadership
In today's rapidly evolving digital landscape, cybersecurity has emerged as a critical priority for company leaders. As cyber threats become increasingly sophisticated, executives are recognizing the necessity of allocating substantial resources to cybersecurity, transforming it into a core component of corporate strategy.
According to a recent survey, 77% of executives plan to increase their cybersecurity budgets in the coming year, underscoring the strategic shift towards robust cyber defenses.
Learn more. Read Cybersecurity Investments: A Strategic Imperative for Modern Business Leadership via FEI Daily.
How (and When) to Source Your Technology Company’s First Credit Facility
Sufficient operating capital is essential for technology companies. Yet knowing when to make the transition from early-stage venture funding to more traditional credit facilities isn’t always clear. Working with a financial institution that understands the technology sector is a smart first step.
The lifecycle of technology businesses can differ substantially from other industries, and that variability requires a different type of financial support. It’s not unusual, for example, for tech innovators to grow 20 to 40 percent year-over-year. Contrast that with the 1 to 5 percent growth that’s typical in manufacturing and other sectors, and the need for a vastly different approach to cash flow becomes apparent.
The good news is that venture lending is not the only option. Financial institutions with deep roots in technology banking will be well equipped to support technology companies at all stages, from those experiencing rapid growth to those planning their first initial public offering (IPO) through moving into new markets and maturity.
Learn more. Read How (and When) to Source Your Technology Company’s First Credit Facility via our Platinum Partners at Wells Fargo.
FEISV Member of the Week
Nick Peters is the SVP, Finance at InVision Communications. In addition, Nick serves as the Finance Advisor for Stealth Startup. Previous senior-level and management roles include Brilliant Smart Home, Level Home Inc, and August Home Inc., among others.
Nick earned a Bachelor of Arts in Business Administration - Economics/Finance & Management, as well as an MBA in Finance from Notre Dame de Namur University.
FEISV Partner of the Week
Wells Fargo Commercial Banking serves the diverse financial needs of companies and institutions. They provide credit, treasury management, and commercial capital solutions, ranking #1 in the primary relationship market share in the US for the middle market* and #2 in the primary relationship market share in the US for the emerging middle market.*
Wells Fargo Commercial Banking brings together the benefits of exceptional relationship management, extensive industry experience, and comprehensive financial services offerings. Their teams pride themselves in working in a collaborative fashion, developing long-term client relationships that can endure the cycles of the business, industry, and the economy.
As part of Commercial Banking, their specialized Technology Banking group delivers a complete range of capital, advisory, risk management, and operating solutions tailored to scale through all stages of the technology life cycle. The group supports a growing portfolio of clients in the Software, Fintech, Internet and Digital, Hardware, and Sustainable technology sectors within the Bay area and across the US. The depth and breadth of industry knowledge and experience allow the specialized group to provide strategic and balanced guidance in addition to operational and capital support.
*Barlow Research – rolling 8 quarter data (Q3 2021 – Q2 2023); Middle Market defined as $75 million -
CONTACT:
Armello Rodriguez
Vice President, Business Development – Technology Banking Group
400 Hamilton Ave., Suite 210
Palo Alto, CA 94301
Phone 650-847-0578 | [email protected]
https://www.linkedin.com/in/armello-rodriguez-0a31b377/
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
