FEISV Chapter Newsletter | July 15, 2025 
FEI Silicon Valley Events
07/29 - Breaking Down SaaS Metrics That Matter to VCs, Private Equity, and Public Market Investors | Wells Fargo
*Separate registration and badges from BBQ required
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
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
07/30 - Career Services Group Meeting (Virtual) | FEI San Francisco
07/30 - North Bay Local Pod (In-Person) | FEI San Francisco
08/06 - Women's Affinity Group Meeting - The Resonant Leader: How to Be Heard, Have Influence, and Own Your Power (Virtual) | FEI San Francisco
Trending News in FEI
Today marks the long-awaited release of the latest episode of The Strategic CFO, a podcast dedicated to empowering financial executives with insights and strategies to excel in their careers. This episode is especially exciting as it features Julie Castro-Abrams, Founder of How Women Lead and managing partner of How Women Invest.
Julie brings a wealth of knowledge on board service readiness, offering valuable perspectives on why financial executives are often more prepared for board roles than they might think. Her discussion promises to be enlightening, covering proven strategies for gaining boardroom exposure, leveraging nonprofit board experience, and cultivating the right relationships to advance one's career.
In addition to sharing these insights, Julie will address common concerns about board readiness and provide practical steps to help listeners confidently pursue their boardroom ambitions. This episode is a must-listen for anyone looking to expand their influence and impact in the financial leadership space.
Download or stream any time: Women CFOs: Your Skills = Board Gold.
Congratulations to Members Celebrating an Anniversary
We are so grateful for our many Members who help make FEI Silicon Valley (FEISV) the premier finance network in the nation. It makes us so happy to see so many Members celebrating an anniversary with us every month.
Please join us in acknowledging Members who recently had an anniversary with FEISV:
- 28 Years: George de Urioste, CFO and Audit Committee Chairman
- 18 Years: Prat Bhatt, Board Member
- 10 Years: Stephen Hilton, SVP & Treasurer, Robert Half
- 8 Years: David Dang, VP, Finance, Calm App
- 8 Years: Ronald Koling, Regional Controller, West Coast, Resource Label Group
- 7 Years: Gabor Turschl, Senior Director, Controller - Corporate Accounting and Financial Reporting, Google
- 3 Years: Tamara Allen, Fractional CFO
- 2 Years: Helen Ponce, VP, Corporate Controller, Netflix
- 1 Year: Steven Vattuone, CFO, ON24
We look forward to another year together!
Financial Officers Forum - This August
We invite you to join our upcoming Financial Officers Forum (FOF), a unique gathering designed exclusively for senior finance professionals such as CFOs, Controllers, and VP Finance who currently provide consulting services. The FOF offers a confidential, peer-driven environment—similar to the Vistage format—where participants set the agenda by bringing real-world client challenges to the table.
This is your opportunity to share best practices, personal experiences, and valuable connections with fellow advisers across all industry sectors while gaining fresh perspectives on the evolving landscape faced by consulting CFOs.
Previous sessions have tackled a wide range of timely topics, including accounting systems for small businesses, the pros and cons of PEOs, innovative compensation strategies for small company board members, insights from 606 auditor experiences, and measurement and internal reporting methodologies for SAAS companies.
When you register, please submit a question you’d like addressed at the event—your input ensures that our discussions remain practical, relevant, and immediately applicable to your consulting company.
Financial Officers Forum (FOF) will be held virtually on Friday, August 1st, from 12:00 pm - 1:15 pm Pacific.
FEISV Members & Partners, and Other FEI Members: Free | Registration: Here
Breaking Down SaaS Metrics That Matter to VCs, Private Equity, and Public Market Investors
Get ready to unlock the secrets behind SaaS success before the main festivities begin! Breaking Down SaaS Metrics That Matter to VCs, Private Equity, and Public Market Investors is a Pre-Summer BBQ event presented by Wells Fargo. It offers a rare opportunity to dive deep into the metrics that matter most for SaaS investing.
This session is the perfect primer for networking and celebration, ensuring you’re equipped with the key metrics that matter before the festivities begin.
This exclusive panel features three industry leaders:
- Eric Mersch, Partner at FLG Partners, renowned for his expertise in strategy and operations for SaaS companies
- Ray Rike, Founder and CEO of Benchmarket, a veteran in subscription-based software analytics
- Jason Veldhuis, CFO of Intermedia, oversees global financial strategy and development.
Together, they’ll break down the key performance indicators that drive investment decisions and company performance, setting the tone for a knowledge-packed afternoon ahead.
Separate registration is required for this professional development event and the following Summer BBQ.
Breaking Down SaaS Metrics That Matter to VCs, Private Equity, and Public Market Investors will be held at the Wells Fargo Innovation Center in Menlo Park on Tuesday, July 29th, from 4:00 pm - 5:15 pm Pacific.
FEISV Members & Partners, and Other FEI Members: Free | Non-Members: $40 | Reigstration: Here
FEISV Summer BBQ
Join us on July 29th for an exclusive Summer Social at the Wells Fargo Innovation Center. This will be a unique opportunity to unwind, engage, and connect with your peers in a dynamic and inspiring space.
Enjoy a relaxed evening of delicious food, great conversation, and meaningful connections with fellow professionals and thought leaders.
FEISV Summer BBQ will be at the Wells Fargo Innovation Center on Tuesday, July 29th, from 5:00 pm - 7:30 pm Pacific.
FEISV Members & Partners: Free | Registration: Here
June 2025 Jobs Report: Employers Add 147,000 Jobs
The Bureau of Labor Statistics (BLS) reports that U.S. employers expanded payrolls by 147,000 jobs last month. That figure exceeds economists’ projections of between 110,000 and 140,000 jobs.
The June jobs report also notes that the U.S. economy saw 16,000 more jobs added than previously reported for April and May combined.
Government employers led the way in payroll expansion last month, adding 73,000 positions. The private education and health services industry added 51,000 jobs. Other industries also saw job gains in June.
Learn more. Read June 2025 Jobs Report: Employers Add 147,000 Jobs via our Platinum Partners at Robert Half.
FEISV Member of the Week
Robert Lerner is a finance and accounting professional with 30+ years of high-tech experience with public, private, and start-up companies. He serves as a consultant to help with fundraising, growth, strategic planning, 409a valuations, equity plans, commission plans, international expansion, SBA Payroll Protection Plan, Disaster loans, cash management, bank lines of credit, and many other functions.
Previous experience includes VP, Finance at AlienVault and Aerohive Networks, among many other roles. Robert earned a BBA, Accounting from Marshall University and an MBA in Finance from Georgia State University - J. Mack Robinson College of Business.
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]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
