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 | Wells Fargo
03/04 - Winning and Retaining Finance and Tech Talent | JPMorgan Chase
03/31 - Cyber Panel - Save the Date! | 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

We hope you are back into the swing of things this January! Keep the momentum going by joining our first event of 2026. Debt, Deals, and Disruption: The Credit Market Outlook for 2026 is happening one week from today at Reed Smith’s San Francisco office!

Join us for Happy Hour, networking, and a powerhouse panel discussion on the shifting credit landscape that’s shaping corporate finance in the year ahead. As tightening credit conditions and geopolitical headwinds redefine liquidity and lending, this event is a must-attend for financial executives seeking clarity, strategy, and foresight in navigating today’s capital markets.

Featured Panelists:

This expert-led session will cut through the market noise with actionable intelligence and real-world experience. Don’t miss your chance to be in the room where the next wave of strategic financial thinking begins.

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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Secure A Paid Board Seat In 2026

In 2026, competition for paid board seats has never been fiercer...and companies are looking to CFOs with the strategic insight to lead at the highest level. Join us at the Wells Fargo Innovation Center for a fireside chat with three distinguished financial leaders — Kelly Battles, Prat Bhatt, and Ken Goldman — who have each successfully transitioned to paid board roles.

Moderated by Jan Robertson, these finance experts will share insights on how to prepare, position, and stand out in today’s ultra-competitive board landscape. From crafting a standout Board bio to navigating recruiters, mastering visibility, and avoiding common missteps, you’ll gain practical, real-world insights directly from CFOs who have done it all.

If you’re serious about advancing your career and earning your first board seat in 2026, this is the conversation you can’t afford to miss.

Getting a Paid Board Seat will be held at the Wells Fargo Innovation Center on Tuesday, January 27th, from 4:30 pm - 7:30 pm Pacific.

FEISV Members & Partners: Free     |     Other FEI Chapters & Non-Members: $135     |     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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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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1st Financial Officers Forum of 2026

As finance leaders navigate a landscape defined by rapid change, rising client expectations, and evolving advisory models, the ability to share real-world experiences has never been more valuable.

The first Financial Officers Forum (FOF) of 2026 on February 6th offers a confidential, discussion-driven space for senior finance professionals, including CFOs, Controllers, VPs of Finance, and consulting advisors. This confidential environment allows senior financial executives to explore the issues shaping today’s consulting environment.

This virtual session follows a Vistage-style format, giving participants the freedom to guide the conversation based on current client situations and emerging trends. Attendees exchange insights, best practices, and practical takeaways that strengthen their approach to advisory work across all industry sectors. Join this forward-looking dialogue designed to inspire collaboration, sharpen expertise, and elevate financial leadership for the year ahead.

Financial Officers Forum will be held virtually on Friday, February 6th, from 12:00 pm - 1:15 pm Pacific.

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

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Job Openings at SOAProjects

Partnering with our Platinum Partners at SOAProjects opens the door to a dynamic, entrepreneurial work culture where driven professionals thrive and collaborate toward joint success. The environment at SOAProjects is built on empowering employees, fostering innovation, and celebrating both individual and group achievements, reflected in our consistent recognition as the Best Place to Work in the Bay Area and high employee retention rates.

Employees benefit from a comprehensive compensation and benefits package, continual professional development opportunities like in-house training and CPE sessions, and a welcoming, family-like atmosphere that makes colleagues feel like true partners in growth.

SOAProjects' work culture emphasizes flexibility, trust, and professional advancement, enabling team members to balance ambitious client projects with personal wellbeing through flexible work arrangements and formal agreements supporting a healthy work-life balance.

Annual traditions such as employee appreciation BBQs, inclusive celebrations, and support for maintaining professional certifications demonstrate a commitment to both personal satisfaction and career progression, making SOAProjects the ideal home for experienced professionals seeking impactful, fulfilling careers with motivated partners.

Check out current job openings at SOAProjects!

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FEISV Member of the Week

Michael Golomb

Michael Golomb is a senior-level exeuctive with a career record of success in launching startup companies and leading them through explosive growth, and profitable exit or IPO across a broad spectrum of industries. Currently, Michael serves as CFO for Blockstream. Michael is an official member of the Forbes Business Council. He is also the Founder of FANVESTER.

Michael earned an MBA in Finance from Santa Clara University Leavey School of Business. He earned his Master of Science in Management, with an emphasis on Organization Behavior and Entrepreneurship.

https://www.linkedin.com/in/michaelgolomb/

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FEISV Partner of the Week

SOAProjects, Inc is a fast-growing leading professional advisory firm with service offerings supporting clients through all stages of the business life cycle; from VC-backed / early stage, to Series B and later rounds of Preferred Stock, through successful IPO (or acquisition) and post-IPO, making SOAProjects the CFO`s first choice.

SOAProjects delivers a comprehensive suite of services, with expert assistance in:

- Technical accounting, IPO & Financial Reporting,

- Equity administration & accounting,

- SOX Compliance & Internal Audit,

- IT Risk & Compliance,

- ERP Advisory– NetSuite,

- Cybersecurity & Privacy Risk,

- RPA & Data Analytics,

- Direct Hire and Interim Operational Accounting Support, and

- Start Up Services – Bookkeeping, Tax Compliance, and CFO/Backoffice support

SOAProjects’ dedicated team of experts deliver exceptional results, by applying a client-centric approach that leads to customized solutions that address each organization’s unique needs.

CONTACTS:

SOAProjects contact in SF Bay Area:

Manav Singh
Founding Partner
(650) 771-6662
[email protected]

Yuko Wakasugi
Partner in Charge – Technical Accounting & IPO Services
(415) 309-6086
[email protected]

Joe Talley
Sr Partner – Technical Accounting & IPO Services
(408) 621-2947
[email protected]

Robert (Bob) Strasser
Sr Partner – SOX & Internal Audit
(408) 396–6170
[email protected]

www.SOAProjects.com
Phone: 650.960.9900
Fax: 650.960.2400

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