FEISV Chapter Newsletter | February 03, 2026 
FEI Silicon Valley Events
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 - Cybersecurity – Why Protecting Company Data is the #1 Issue of CFOs in 2026 - Save the Date! | JPMorgan Chase
06/04 - 27th Annual Scholarship Golf Tournament Hosted by Robert Half & FEISV
Partners & Other Chapter Events
02/03 - Agentic AI: Use Cases & Best Practices for Leveraging AI Agents in F&A (Virtual) | FEI
02/04 - Strategic Trade Solutions – Mitigating Tariff Impacts (Virtual) | PwC
02/10 - Prepare Your Nonprofit for 2026: The Trends That Will Impact Your Mission and How to Navigate Them (Virtual) | BPM
02/17- How Geopolitics and AI Are Redefining the Next Moves in Risk (Virtual) | PwC
02/18 - Private Company Priorities Conference (Virtual) | FEI
02/24 - 02/26 - HR Leaders Compliance Summit (Virtual) | Acrisure
03/11 - Q1 2026 Quarterly Accounting Webcast (Virtual) | PwC
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI
Latest Trends in FEI
The first Financial Officers Forum (FOF) of 2026 takes place this Friday, and we’re looking forward to starting another year of insightful discussions and meaningful connections. Last year’s sessions brought together an incredible group of financial leaders, and the strong participation and enthusiasm made each meeting a resounding success. We’re excited to keep that momentum going and continue building a space for collaboration, learning, and fresh perspectives.
Artificial intelligence remains one of the most frequent and fascinating points of discussion at our FOF gatherings. As CFOs and finance executives explore the opportunities and challenges of AI, this venue is the perfect arena to field your most in-depth questions.
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
FEISV Happy Hour - 2 Weeks Away!
Some of the best ideas in finance start with an unexpected conversation. Join us for the FEI Silicon Valley Happy Hour, where Members and Partners come together in a relaxed setting to exchange insights, stories, and perspectives that don’t always surface in the boardroom.
This gathering is about more than networking. It’s about connecting with people who challenge your thinking and expand your view of what leadership in finance can look like. We hope you’ll join us for an evening that balances thoughtful discussion with genuine connection.
FEI Silicon Valley Happy Hour will be held at the Wells Fargo Innovation Center on Wednesday, February 18th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Registration: Here
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
- Relationship Building: The primary goal is to form connections based on trust and credibility, not just direct sales.
- Information Exchange: Members share industry insights, best practices, and market trends through meetings, workshops, and seminars.
- Referral Systems: Members actively refer business to each other, creating a pipeline of potential clients.
- Mutual Support: Groups provide a platform for collaboration, mentorship, and problem-solving.
- 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].
Winning and Retaining Finance and Tech Talent
In a market where top finance and technology talent defines competitive advantage, attracting and retaining the right people has become a critical challenge for today’s business leaders. Join an expert panel for an engaging discussion on how organizations are reimagining talent strategies to meet evolving workforce dynamics, achieve stronger alignment with business goals, and build teams that can thrive in an era of rapid change.
This conversation will explore how data-driven insights and integrated approaches are transforming the way finance and technology leaders attract, develop, and retain top performers.
Attendees will gain actionable perspectives on connecting talent management with organizational strategy, building evidence-based programs that drive results, and shaping a workforce ready for the future. This is a must-attend session for leaders who view talent as their organization’s most valuable strategic asset.
Winning and Retaining Finance and Tech Talent will be held at JPMorgan Chase in Palo Alto on Wednesday, March 4th, from 5:00 pm- 8:30 pm Pacific.
FEISV Members & Partners: Free | Other FEI Chapters & Non-Members: $135 | Registration: Here
Save on a Second-Chapter Membership!
Did you know FEI Silicon Valley and FEI San Fransciso Members can join the other 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 or Silicon Valley 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].
Congratulations to Heffernan Insurance Brokers' CFO, Phil Mortmier
We would like to extend our congratulations to our Gold Partners at Janice Berthold | Heffernan Insurance Brokers, as well as their CFO, Phil Mortimer.
Phil has been named to Insurance Business America’s Hot 100 for 2026. This recognition reflects Phil’s extraordinary leadership and impact, from helping drive our growth to transforming our finance function into a strategic, insight-driven partner to the business. His commitment to disciplined growth, team development, and thoughtful use of technology continues to position Heffernan for long-term success.
Learn more and congratulate Phil Mortimer here!
FEISV Member of the Week
Razzak Jallow is CFO at FloQast. He is also a Board Member at Zone24x7. In addition, Razzak sits on the Audit Committee at Bellarmine College Preparatory.
Previous experience includes VP, Head of Finance at Looker, which was acquired by Google. Razzak attended the USC Marshall School of Business and received a CAAP, Accounting from Santa Clara University.
FEISV Partner of the Week
Janice Berthold is a Senior Vice President with Heffernan Insurance. She is one of the few brokers who work with clients on a "Referral Only" basis.
Prior to merging her firm with Heffernan, Janice was President and CEO of J. Berthold Insurance Service Inc. and a Principal of All West Insurance Brokers, one of the top five closely held insurance brokerage firms in Silicon Valley.
She has over 25 years of commercial insurance experience and holds the insurance designations of Professional Workers' Compensation Advisor, Chartered Property Casualty Underwriter, Chartered Life Underwriter, and Chartered Financial Consultant. She has been an Advisor for the California State Senate Committee on Insurance and is a featured writer for the Business Journal. In 1999, she was named Small Business Owner of the Year by the San Jose Mercury News and the Women's Fund. In addition,
The Business Journal named her Enterprising Woman of the Year in 2003.
Janice is a graduate of the University of San Francisco. She sits on the Santa Clara University Board of Fellows, Opportunity International Board of Governors, and Housing Industry Forum Board & Advisors.
CONTACT:
Janice (Jan) Berthold, CLU, CPCU, MWCA
SVP - Heffernan Insurance Brokers
408.499.2020
[email protected]
By Referral Only
LI: www.linkedin.com/in/janiceberthold
Calendly: https://calendly.com/janiceb/15-minute-phone-call
Website: www.heffins.com
See the books Jan has written:
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