In this issue
FEISV Chapter Newsletter | February 06, 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
02/10 - Prepare Your Nonprofit for 2026: The Trends That Will Impact Your Mission and How to Navigate Them (Virtual) | BPM
02/10 - Crisis-Proofing Cash: A Framework for Corporate Liquidity Resiliency (Virtual) | FEI
02/11 - Hot Topics - How AI is Revolutionizing Finance and Internal Audit with Agents, Insights, and Autonomy (Virtual) | FEI
02/12 - FinTech Innovations Expo: Solutions Showcase for Finance Leaders – February 2026 (Virtual) | FEI
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
Showcase your company’s leadership while shaping the future. Sponsoring the 27th Annual Scholarship Golf Tournament, hosted by Robert Half and FEI Silicon Valley, is a powerful way to raise awareness for your organization while giving back to the community. This premier event brings together Silicon Valley’s top financial professionals, offering your company the spotlight as a supporter of education, opportunity, and excellence.
From interactive highlights like the Air Cannon Challenge and Beat the Pro Contest to experiences such as the Dinner or Hole-in-One $100,000 Contest, every sponsorship creates high-visibility moments that connect your company with hundreds of executives and decision-makers. Whether on the course or at the celebration dinner, your presence will stand out as a company that not only succeeds but leads with purpose.
When you sponsor, your company’s support directly funds scholarships for deserving students pursuing careers in finance and accounting, helping secure the future of the profession itself. It’s a meaningful way to elevate awareness while doing something that truly matters.
For sponsorship inquiries, download the document attached to this email or contact:
- Mark Muenchow at (650) 704‑4839 | [email protected] or
- Micky Robledo at (408) 821‑0732 | [email protected].
The 27th Annual Scholarship Golf Tournament, hosted by Robert Half & FEI Silicon Valley, will be held on Thursday, June 4th, at the Coyote Creek Golf Club in Morgan Hill.
FEISV Members & Non-Members Round of Golf: $275 (+The Deal: $390) | Foursome (Value $1,100): $1,000 | 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].
Basic Planning That Can Prevent $1M Losses From a Cyberattack
Financial and operations leaders face many non-technical decisions that can make all the difference in limiting the severity of financial losses, work stoppage, legal liability, and reputation damage. There are basic steps executive teams can take to prepare for an effective incident response and avoid a worst-case scenario in the event of a ransomware or data compromise.
Many decisions involve strategic, financial, and operational considerations with no easy answers. But the more leadership thinks about these questions and practices gaming out contingencies, the better chance you have of walking away with minimal disruptions to your business.
With such significant financial stakes, it’s helpful to make decisions grounded with a firm understanding of what the real-world impact of a cyberattack might be for your unique operation.
Assessing which systems your business relies on for different functions ahead of time and quantifying the potential financial losses if certain systems remain down helps decision-makers prioritize and evaluate trade-offs during the crisis.
Learn more. Read Decisions CFOs Face in a Cyber Crisis: Basic Planning That Can Prevent $1M Losses From a Cyberattack via FEI Daily.
Crisis-Proofing Cash: A Framework for Corporate Liquidity Resiliency
Cash resilience is ultimately measured by one question: Can obligations be met when markets are under stress? FEI's Crisis-Proofing Cash: A Framework for Liquidity Resiliency is a session that examines how treasury and finance leaders can apply lessons from past market disruptions to evaluate the resilience of their current cash strategy.
From the global financial crisis to the regional bank failures of 2023, recent crises have demonstrated that not all cash instruments behave uniformly when liquidity tightens. This virtual panel discussion will introduce a practical framework for assessing counterparty exposures, liquidity assumptions, and structural risks, as well as explore how direct ownership of U.S. Treasury bills can support operational continuity when markets shift.
Crisis-Proofing Cash: A Framework for Corporate Liquidity Resiliency will be held virtually on Tuesday, February 10th, from 10:00 am - 11:00 am Pacific.
FEISV & Other FEI Members: 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].
Mergers, Acquisitions and Risk: Four Insurance Considerations for Growing Businesses
Merger and acquisition activity is increasing. According to Reuters, research from the Boston Consulting Group shows that deal volume hit $1.938 trillion between January and September 2025, a 10% year-over-year increase. This shows that despite some uncertainty regarding U.S. tariff policies and geopolitical conflicts, deal activity is strong.
Much of the activity occurred in the third quarter of 2025, when Deloitte says the U.S. M&A market experienced a dramatic turn. The value of deals rose by 56%. Heading into 2026, experts call for deal-making optimism in light of these figures.
For the individual businesses navigating deals, mergers and acquisitions represent an exciting opportunity to supercharge growth. However, a deal can also be a perilous time, with a heightened risk for litigation from investors, employees, competitors, and other parties.
Learn more. Read Mergers, Acquisitions and Risk: Four Insurance Considerations for Growing Businesses via our Gold Partners at Janice Berthold | Heffernan Insurance Brokers.
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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