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

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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

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Latest Trends in FEI

Next Wednesday, the conversation that every finance and technology leader should be part of is happening at JPMorganChase. As businesses face unprecedented shifts in talent, technology, and strategy, this exclusive session will explore how today’s CFOs are rethinking the workforce.

Learn how using data, agility, and insight can help you close the gap between business goals and human capital. If your organization is navigating growth, transformation, or retention challenges, this discussion will give you the clarity and foresight to lead with confidence.

You’ll hear directly from three of Silicon Valley’s most dynamic finance executives. Anup Singh, CFO of Illumio, is a seasoned growth strategist who’s led multiple companies through IPOs and acquisitions. Rohan Sivaram, CFO of Confluent, brings deep experience in financial transformation and capital strategy. Kevin Hettrich, CFO of QuantumScape, is helping drive the next wave of energy innovation. The conversation will be moderated by Manpreet Grover, CEO of SOAProjects and one of the region’s most respected voices in finance and leadership.

Together, they’ll share a rare insider’s view into how top CFOs are building future-ready teams...and what forward-looking leaders are doing differently right now.

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

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Cybersecurity – Why Protecting Company Data is the #1 Issue of CFOs in 2026

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

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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

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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/

https://ziphq.com/

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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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Protecting Your Legacy: Why Early Transition Planning Matters

For entrepreneurs who love running their businesses and intend to do so for a long time, succession planning can feel like a distant or irrelevant concern. However, every business owner will eventually decide that it’s time to make their exit—and it’s never too early to consider the optimal way to do so.

Generally, business owners face four choices:

• Sell the business to a known third party, like a minority partner or an employee.
• Sell the business to an unknown third party.
• Transfer or sell the business to a family member.
• Wind down and close the business without transferring or selling it.

Regardless of the decision, having a thoughtful plan in place can help protect the value of the business, ensure business continuity, and help carry on the owner’s original vision.

Learn more. Read Protecting Your Legacy: Why Early Transition Planning Matters via our Gold Partners at BMO.

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FEISV Member of the Week

Kevin Lundquist is a proven leader and global CFO with Private Equity and Public Company experience and more than twenty years of corporate finance and capital markets experience. Previous CFO and VP experience includes CapoVision, Inc., Abzena, and Revance.

Kevin earned a Bachelor of Science in Accounting from the University of Utah - David Eccles School of Business. He received an MBA in Business Administration, International Finance from Utah State University.

http://www.linkedin.com/in/kml2244

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FEISV Partner of the Week

As the 8th largest bank in North America by assets, BMO has a 200+ year history of being a strong, safe, and stable financial services partner*. Their strategic focus on North American growth, supported by a global presence that provides our clients access to the world, sets us apart from our competitors. By partnering with BMO Commercial Bank and their Silicon Valley-based team, you will have access to expertise in a range of industries and an extensive suite of solutions, including treasury management, technology banking, corporate advisory, M&A, investment banking, and wealth management.

BMO offers businesses deeper strategic guidance and provides creative strategies to help your company grow and maintain a competitive advantage.

BMO is also deeply committed to the communities they serve.

• They are doubling our support for women- and minority-owned businesses through lending, investing, giving, and engagement.
• They are mobilizing $300 billion in support of sustainable finance and driving solutions to sustainability challenges through our $350 million Impact Fund and the BMO Climate Institute.
• BMO EMpower is their commitment to supporting the needs of minority businesses, communities, and families. This commitment extends beyond our organization, including a $40 billion Community Benefits Plan over five years, with $16 billion of the plan targeted for the State of California.

*Source: Bloomberg GICS screen of largest North American banks by total assets as of April 30, 2024

BMO Commercial Bank is a trade name used in the United States by BMO Bank N.A. Member FDIC

Banking products are subject to approval and are provided in the United States by BMO Bank N.A. Member FDIC

CONTACT:

Alexis Babb
Director and Market Leader | South Bay and Peninsula
BMO Commercial Bank
95 S. Market Street, Suite 100, San Jose, CA 95113
[email protected] | 408-781-3190
Connect with me on LinkedIn | commercial.bmo.com

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