FEI Silicon Valley Events

01/20 - Debt, Deals, and Disruption: The Credit Market Outlook for 2026 | Reed Smith
01/27 - Getting a Paid Board Seat | Wells Fargo
02/06 - Financial Officers Forum (FOF) (Virtual)
02/18 - FEISV Happy Hour - Save the Date!
03/04 - Winning and Retaining Finance and Tech Talent | JPMorgan Chase

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Partners & Other Chapter Events

01/14 - Building an AI-Ready Finance Function: Modern FP&A Before Modern ERP (Virtual) | FEI
01/21 - Financial Executives Priorities 2026 (Virtual) | FEI
01/29 - Lowering the Personal and Professional Risks of Online Data Exposure: Strategies to Protect Your Personnel (Virtual) | FEI
01/29 - Modernizing Your Approach to HR in 2026: Workforce Trends and Strategic Priorities (Virtual) | BPM
02/03 - Agentic AI: Use Cases & Best Practices for Leveraging AI Agents in F&A (Virtual) | FEI
02/10 - Prepare Your Nonprofit for 2026: The Trends That Will Impact Your Mission and How to Navigate Them (Virtual) | BPM
02/18 - Private Company Priorities Conference (Virtual) | FEI 
03/11 - Q1 2026 Quarterly Accounting Webcast (Virtual) | PwC
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI

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Latest Trends in FEI

The credit markets are entering a pivotal phase, and every finance leader needs to be ready. With interest rates, liquidity, and global capital flows in flux, the stakes have never been higher. Refinancing risk, tighter lending standards, and constrained capital are redefining how companies fund growth.

Join us for our first event of 2026 as we bring together top-level experts to decode these shifts and share actionable strategies for the year ahead. You’ll gain a forward-looking view of where credit conditions are headed, along with practical insights to help your organization stay agile, manage risk, and seize emerging opportunities.

Our featured speaker is Hershel Gerson, Managing Director at Lafayette Square. Hershel brings two decades of experience spanning investment banking, leveraged finance, and executive leadership. Having advised on more than 60 transactions totaling over $30 billion, He combines deep financial expertise with hands-on operational insight from serving as CFO of one of America’s fastest-growing private companies.

His career includes senior roles at Credit Suisse, BNP Paribas, Macquarie, and Roth Capital Partners, advising across sectors, from consumer and industrials to healthcare and alternative energy. Today, Hershel leads at Lafayette Square, focusing on impact-driven capital deployment that supports both growth and community resilience.

Don’t miss this conversation designed for finance executives navigating today’s rapidly evolving credit environment.

Debt, Deals, and Disruption: The Credit Market Outlook for 2026 will be held at Reed Smith in Palo Alto on Tuesday, January 20th, from 4:00 pm - 6:00 pm Pacific.

FEISV Members & Partners, Other FEI Members, and Non-Members: Free     |     Registration: Here

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Save On A FEI San Francisco Membership

Did you know FEI Silicon Valley members can join the San Francisco chapter as a second chapter at a discounted rate? Second-chapter memberships are pro-rated making it an affordable way to expand your network and attend additional programs.

If you’re interested, FEI National can provide the exact cost and help you add San Francisco and align renewal dates. It’s a great way to get even more value from your FEI membership.

Those who are interested, please email [email protected].

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2026 Financial Executives Priorities Report Preview

How are finance leaders prioritizing growth, technology, and risk in 2026?

The upcoming 2026 Financial Executives Priorities Report from the Financial Education & Research Foundation (FERF) reveals how CFOs and senior finance executives are navigating today’s economic uncertainty with measured optimism and a focus on transformation.

Key themes shaping the year ahead:

• Technology and AI Take Center Stage: Digital innovation is now a strategic imperative, surpassing FP&A as leaders invest in AI, automation, and cloud integration.

• Cautious Confidence in the Economy: Finance leaders are balancing optimism with disciplined approaches to expansion, M&A, and long-term investment.

• Cybersecurity and Risk Management: Heightened focus on resilience through AI-driven controls and proactive protection strategies.

• Operational Efficiency and ROI: Prioritizing digital initiatives that deliver tangible returns and streamline performance.
  

This year’s findings capture an important shift: technology enablement has moved from a supporting function to a core strategic driver of finance transformation.

The full report will be released later this month. Get a preview here.

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Building An AI-Ready Finance Function: Modern FP&A Before Modern ERP

ERP migrations like SAP S/4HANA can take years—but with the pace of AI innovations, finance teams can't afford to delay modernizing their financial processes or risk falling behind the competition.

That’s why leading experts now recognize that upgrading to an AI-powered planning and consolidation platform before your ERP can create immediate value and can help maximize the ROI of your S/4HANA investment.

Join FEI as experts explore why this method is gaining traction among finance leaders and how it helps accelerate transformation and reduce risk during a full ERP migration.

Building an AI-Ready Finance Function: Modern FP&A Before Modern ERP will be held virtually on Wednesday, January 14th, from 10:00 am - 11:00 am Pacific.

FEISV Members & Other FEI Members: Free     |     Registration: Here

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Join New FEI SV Networking Group

FEI Silicon Valley (FEI SV) launched a networking group in September 2025. We have approximately fourteen CFO members and partner sponsors in the networking group. The participants have found the networking group helpful, especially with the use of “troikas,” which are groups of three who get together to find out more about each of their businesses and how they may be able to help each other through referrals.  If you aren’t familiar with networking groups, the following is some information that explains how they work.

Networking groups work by bringing professionals together to build relationships, exchange knowledge, and generate opportunities like leads, partnerships, and mentorship through regular meetings, events, and shared resources, fostering a supportive environment for mutual business growth, often through structured introductions, casual mingling, and specific referral systems. 

Core Mechanisms

1. Relationship Building: The primary goal is to form connections based on trust and credibility, not just direct sales.
2. Information Exchange: Members share industry insights, best practices, and market trends through meetings, workshops, and seminars.
3. Referral Systems: Members actively refer business to each other, creating a pipeline of potential clients.
4. Mutual Support: Groups provide a platform for collaboration, mentorship, and problem-solving.
5. Increased Visibility: Active participation boosts members' presence and reputation in their fields. 

If you think you might be interested in joining the FEI SV networking group, please reach out to Scott Taylor at [email protected].

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Modernizing Your Approach to HR in 2026

Workforce shifts are redefining how organizations attract talent, adopt technology, and lead their people into the future. With 2026 underway, HR leaders are facing new expectations and new opportunities to update their playbook.  

Join our Gold Partners at BPM for Modernizing Your Approach to HR in 2026: Workforce Trends and Strategic Priorities. Experts will cover what’s changing and share practical guidance on:  

 Get the clarity and direction you need to evolve your HR strategy and position your organization for what comes next.

Modernizing Your Approach to HR in 2026: Workforce Trends and Strategic Priorities will be held virtually on Thursday, January 29th, from 10:00 am - 10:30 am Pacific.

FEISV Members & Other FEI Members: Free     |     Registration: Here

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FEISV Member of the Week

Micah Reinhold

Micah Reinhold is the SVP of Finance for Robert Half. She focuses on long-term strategies for the sustainability of our organization, including its people, its ability to continue profitable growth, and the accuracy and quality of the work of its teams. 

Previous experience includes Technical Accounting at McKesson and Senior Manager at PwC. Micah earned a Bachelor of Science in Business Administration and Accounting at the University of Arizona. 

https://www.linkedin.com/in/micah-reinhold/

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FEISV Partner of the Week

BPM, the largest California-based accounting and consulting firm, offers tax, business consulting, wealth management, and audit services across a wide spectrum of industries, from offices in San Francisco, Menlo Park, San Jose, Walnut Creek, Stockton, and Santa Rosa, in Northern California. BPM also has offices in Southern California, Washington, and Oregon. The Firm has over 500 professionals and is locally owned, with a strong foundation of environmental, social, and philanthropic stewardship.

CONTACT:

Winny Wong
Partner
[email protected]
https://www.bpm.com

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