In this issue
FEISV Chapter Newsletter | February 20, 2026 
FEI Silicon Valley Events
03/04 - Winning and Retaining Finance and Tech Talent | JPMorganChase
03/31 - Cybersecurity – Why Protecting Company Data is the #1 Issue of CFOs in 2026 | JPMorganChase
04/03 - Financial Officers Forum (Virtual)
04/16 - Professional Development Happy Hour - Save the Date! | Zip
04/21 - SAS Panel with Happy Hour - Save the Date! | Wells Fargo
05/07 - Happy Hour - Save the Date! | BPM
05/20 - Happy Hour - Save the Date! | Acrisure
06/04 - 27th Annual Scholarship Golf Tournament Hosted by Robert Half & FEISV
Partners & Other Chapter Events
02/25 - Lease Smarter: Future-Proofing your Real Estate Strategy in a Shifting Economy (Virtual) | FEI
02/26 - Transforming FP&A with Gen AI and Intelligent Forecasting (Virtual) | FEI
03/05 - Finance Reimagined: AI, Automation, and the Global Business Landscape (Virtual) | FEI
02/24 - 02/26 - HR Leaders Compliance Summit (Virtual) | Acrisure
03/11 - Q1 2026 Quarterly Accounting Webcast (Virtual) | PwC
03/17 - Avoiding Preventable Losses From a Cyberattack: Guidance for Finance and Operations Leaders (Virtual) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI
Latest Trends in FEI
Cybercrime has evolved into one of the most costly and disruptive forces facing modern business—threatening liquidity, earnings, reputation, and investor confidence. In 2024, reported U.S. victim losses surpassed $16.6 billion, a 33% increase in a single year.
And that figure doesn’t even capture the true scale, as many ransomware and extortion cases never make their way into official reports. For today’s CFOs and finance executives, that means cyber risk can no longer be delegated to IT. It’s a boardroom issue that demands a financial strategy.
Join us for a high-impact session that will guide you through the financial realities of cyber risk—before, during, and after an attack. You’ll explore how to quantify exposure, align prevention spending with business priorities, and manage liquidity through a crisis.
Learn how to prepare for disclosure and investor communications, evaluate insurance strategies, handle accounting implications, and integrate cyber resilience into long-term capital planning. You’ll also gain insight into emerging tools, including automation and AI, that can transform how organizations detect, mitigate, and recover from attacks.
Cybersecurity – Why Protecting Company Data is the #1 Issue of CFOs in 2026 will be held at JPMorgan Chase in Palo Alto on Tuesday, March 31st, from 5:00 pm- 8:30 pm Pacific.
FEISV Members & Partners: Free | Other FEI Chapters & Non-Members: $135 | Registration: Here
Welcome to New Marquee Partners: ZIP
Please join us in welcoming Zip as a Marquee Partner! Zip is a leading procurement orchestration platform that helps modern finance and procurement teams bring order, control, and speed to purchasing.
Their experts work with fast-growing mid-market and enterprise companies to centralize intake, approvals, sourcing, and purchasing—without slowing the business down. By connecting employees, finance, procurement, and vendors in one intuitive workflow, Zip helps organizations reduce risk, increase visibility, and operate more efficiently.
Designed for today’s finance-led organizations, Zip integrates seamlessly with ERPs and finance systems to enforce policy, improve compliance, and unlock real-time spend insights. Customers rely on Zip to scale responsibly, empower stakeholders, and transform procurement into a strategic advantage. Whether supporting finance teams through periods of rapid growth, increased scrutiny, or operational complexity, Zip is committed to helping leaders drive smarter decisions and better outcomes.
CONTACTS:
Jordan Grant
Director of Partnerships, Commercial
Zip
[email protected]
253-341-2825
LinkedIn: linkedin.com/in/jordanlgrant
Jonathan Hess
Zip
Strategic Account Executive
[email protected]
https://www.linkedin.com/in/jonathanthess/
Andy Creach
Zip
Strategic Sales Leader
[email protected]
https://www.linkedin.com/in/andycreach/
Thank You to 27th Annual Scholarship Golf Tournament Sponsors
A heartfelt thank-you to all of our 27th Annual Scholarship Golf Tournament sponsors for your generous support. We truly couldn’t do this without you. Your partnership not only makes this event possible, but it also strengthens our shared mission to support the future of finance through education and opportunity.
Please join us in acknowledging our current list of sponsors:
- Tournament Sponsor: Robert Half
- Beverage Cart Sponsor: SOAProjects
- Swag Bag Sponsor: Alliant Insurance Services
- Sponsor: Janice Berthold | Heffernan Insurance Brokers
THERE ARE STILL SPONSORSHIP OPPORTUNITIES AVAILABLE. See the attached document to support a great cause while building awareness for your company.
Now celebrating its 27th year, this time-honored event blends great golf and great company with an even greater purpose: Supporting the next generation of talented students pursuing finance and accounting degrees at California State University East Bay, UC Berkeley, San Jose State University, and Menlo College.
To date, this longstanding tradition has provided $774,000 in scholarships to remarkable individuals recognized for their academic excellence, leadership, and drive to make a difference in the financial world.
Every contribution, from tournament sponsors to hole and prize sponsors, helps continue this proud FEI Silicon Valley tradition. Together, we’re driving real impact for the next generation of financial leaders while enjoying a day of connection, competition, and community.
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
2026 Financial Leaders Forum
There’s still time to join the 2026 Financial Leaders Forum, but the clock is ticking...and you won’t want to miss this one. This May, Financial Executives International (FEI) and the Media Financial Management Association (MFM) are teaming up for the first time to create a truly exceptional experience for CFOs, controllers, treasurers, and senior financial decision-makers who lead with vision.
From forward-thinking keynotes and focused learning tracks to authentic networking and practical takeaways, every moment is designed to help you grow, connect, and lead more effectively.
Don’t let this opportunity slip by. Reserve your place at the Riverwalk in San Antonio today and be part of the conversations shaping the next era of financial leadership.
2026 Financial Leaders Forum will be held at the San Antonio Marriott River Center on the Riverwalk from May 17th - May 19th.
FEI Sacramento & Other FEI Members: $1,395 | Non-Members: $1,895 | Spouse/Guest: $625 | 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].
Private Company Finance Trends for 2026: Tax Policy, Working Capital Strategy, and Digital Transformation
For CFOs, Controllers, and finance professionals at private companies, the year ahead will demand more than operational discipline. It will require forward-looking insight, integrated planning, and strategic agility.
Several key private company finance trends for 2026 are emerging as defining priorities. Those who approach 2026 with integrated planning rather than siloed initiatives will be better positioned to manage volatility and capitalize on opportunity.
Learn more. Read Private Company Finance Trends for 2026: Tax Policy, Working Capital Strategy, and Digital Transformation via FEI Daily.
RxDC Reporting: Annual Compliance Obligation for GHP
Under the Consolidated Appropriations Act of 2021 (CAA), group health plans (GHPs) are required to submit an annual report to the Departments of Labor, Treasury, and Health and Human Services (the Departments) that includes specific information regarding costs associated with prescription drug benefits.
This report, referred to as the Prescription Drug Data Collection (RxDC) report, is due annually by June 1. Preparations to meet this reporting deadline, including coordination with insurance carriers, third-party administrators (TPAs), and pharmacy benefit managers (PBMs), can begin as early as February.
Learn more. Read RxDC Reporting: Annual Compliance Obligation for GHPs via our Marquee Partners at Acrisure.
FEISV Member of the Week
Eugene Spevakov is a finance executive with expertise in building and leading high-performing teams across Treasury, FP&A, and broader Finance functions. He is the Founder of Ascend Treasury and Finance. Currently, Eugene serves as a Treasurer voluntarily for the BetterGrids Foundation and serves as an Advisor of the Board of Directors for Panax.
Previous Treasurer experience includes roles at 6sense and Cypress Semiconductor Corporation. Eugene earned a BS in Civil and Environmental Engeineering at UC Berkeley College of Engineering. He earned his MBA in Finance from the University of California Davis Graduate School of Management.
FEISV Partner of the Week
Acrisure is a leading insurance and financial services company that operates globally with a focus on the Silicon Valley. They provide a wide range of services to their clients, including insurance brokerage, risk management, employee benefits, and consulting services. Their team of experienced professionals works closely with clients to understand their unique needs and develop customized solutions to protect their assets and mitigate risks.
With a strong presence in Silicon Valley, Acrisure's experts possess deep industry knowledge and expertise in serving technology companies and startups. Their team leverages their extensive network of carriers and strategic partnerships to deliver innovative and comprehensive insurance solutions that help clients thrive in a rapidly changing business environment. Whether it's property and casualty insurance, cyber liability coverage, or employee benefits programs, Acrisure is committed to delivering exceptional service and value to their clients in the Silicon Valley and beyond.
CONTACTS:
Carlos Ayala
Sr. Vice President, Lead Consultant and Client Advocate | CA Lic. # 0E66643
Acrisure West Region
Email: [email protected]
Direct: 408-418-2746
LinkedIn: linkedin.com/in/carlosayalajr
Lanea Riley
Client Advisor | CA Lic 0I23365
West Division
[email protected]
Direct: 408.350.5745
LinkedIn: linkedin.com/in/laneariley
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
