FEISV Chapter Newsletter | February 10, 2026 
FEI Silicon Valley Events
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
The FEI Silicon Valley Chapter is coming together next Wednesday for a can’t-miss social event designed exclusively for senior finance leaders, Partners, and invited guests. This gathering offers a rare opportunity to step away from the day-to-day and engage in meaningful conversations that spark new ideas, partnerships, and collaborations.
The atmosphere will be relaxed yet purposeful. The Wells Fargo Innovation Center is an ideal setting to connect with peers, exchange perspectives, and strengthen relationships within our network.
Space is limited to ensure a high-quality experience, so don’t miss your chance to be part of this exceptional evening with the region’s top financial executives.
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
Sponsor the 27th Annual Scholarship Golf Tournament
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
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 today’s hypercompetitive landscape, the real differentiator isn’t capital. It’s talent. As CFOs and finance executives navigate digital transformation, the ability to attract and retain high-performing finance and technology leaders now defines an organization’s long-term success.
Join us for an exclusive evening at J.P. Morgan Chase as three groundbreaking CFOs share how they’re redefining the finance function by harnessing talent strategies that deliver measurable business impact.
This insider conversation will explore how leading companies are aligning workforce planning with organizational goals, using data to make smarter talent decisions, and building cultures that keep top performers engaged and driving innovation.
You’ll walk away with proven, executive-level strategies to align talent management with enterprise growth and future workforce needs. Attendees will be able to apply data-driven insights to strengthen hiring, retention, and succession planning. Learn skills to help build integrated finance and tech teams that perform with agility and vision!
Featured Speakers:
- Anup Singh, CFO, Illumio — Guiding talent through the intersection of cybersecurity and finance.
- Rohan Sivaram, CFO, Confluent — Building high-growth teams at the heart of the data streaming revolution.
- Kevin Hettrich, CFO, QuantumScape — Shaping the talent strategies powering innovation in next-generation energy storage.
This is your chance to hear how these industry leaders are closing the talent gap...and setting the pace for what’s next in finance.
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
Fintechs And BaaS Companies Shift Banking Strategies To Improve Compliance, Scalability
For more than two decades, fintechs and banking-as-a-service (BaaS) companies have changed how consumers and businesses operate. Their solutions make moving money, accessing credit, investing, and countless other activities fast and convenient by embedding these opportunities directly into the user experience.
This steady flow of innovation saves clicks, attracts customers, and generates significant revenue. The sector continues to grow steadily. Total global funding in 2024 was $28 billion,1 and global fintech revenues grew 21%.2 US fintech companies represented about half of this momentum.
High-profile issues prompt fintechs to re-evaluate bank relationships. What is changing, however, are the ways that fintechs evaluate the financial institutions they leverage behind the scenes. As the market matures, there’s more emphasis on stability, scalability, and compliance.
Learn more. Read Fintechs and BaaS Companies Shift Banking Strategies To Improve Compliance, Scalability via our Gold Partners at Wells Fargo.
FEISV Member of the Week
Brooke Seawell is an experienced Board Director / Audit Committee Chair and Operating Executive. He has been an Audit Committee Chair for 8 public companies - NVIDIA, Tenable, Accrue Software, Eargo, Glu Mobile, Informatica, Mediaplex, and Tableau.
Brooke serves as a Venture Partner for New Enterprise Associates. He earned a Bachelor of Arts in Economics from Stanford University and an MBA in Finance from the Stanford University Graduate School of Business.
FEISV Partner of the Week

Wells Fargo Commercial Banking serves the diverse financial needs of companies and institutions. They provide credit, treasury management, and commercial capital solutions, ranking #1 in the primary relationship market share in the US for the middle market* and #2 in the primary relationship market share in the US for the emerging middle market.*
Wells Fargo Commercial Banking brings together the benefits of exceptional relationship management, extensive industry experience, and comprehensive financial services offerings. Their teams pride themselves on working in a collaborative fashion, developing long-term client relationships that can endure the cycles of the business, industry, and the economy.
As part of Commercial Banking, their specialized Technology Banking group delivers a complete range of capital, advisory, risk management, and operating solutions tailored to scale through all stages of the technology life cycle. The group supports a growing portfolio of clients in the Software, Fintech, Internet and Digital, Hardware, and Sustainable technology sectors within the Bay Area and across the US. The depth and breadth of industry knowledge and experience allow the specialized group to provide strategic and balanced guidance in addition to operational and capital support.
*Barlow Research – rolling 8 quarter data (Q3 2021 – Q2 2023); Middle Market defined as $75 million
CONTACT:
Armello Rodriguez
Vice President, Business Development – Technology Banking Group
400 Hamilton Ave., Suite 210
Palo Alto, CA 94301
Phone 650-847-0578 | [email protected]
https://www.linkedin.com/in/armello-rodriguez-0a31b377/
www.wellsfargo.com


