FEISV Chapter Newsletter | February 27, 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
03/05 - Finance Reimagined: AI, Automation, and the Global Business Landscape (Virtual) | FEI
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
03/18 - Real Estate as a Profit Center – Boost the Bottom Line with Lease Administration, Lease Audit, and Lease Accounting (Virtual) | FEI
03/25 - ICONS: Leaders in Finance (In-Person Event) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI
Latest Trends in FEI
Losing top finance and tech performers just as they hit their stride can be frustrating. It's also costly, disruptive, and hard to recover from. This Wednesday, join a session designed for leaders who are tired of retraining replacements and ready to build teams that stay, grow, and deliver long-term value.
You’ll gain a fresh perspective on how strategic talent alignment (when done right) can become one of your company’s most powerful competitive advantages.
Hear from four accomplished CFOs who have each led through the challenges of scaling, retaining, and reinvigorating high-performance teams.
Expect an evening of real-world insights, candid discussion, and actionable takeaways you can put to work immediately. If you’re focused on keeping your organization’s best people engaged and your bench strength strong, this is the conversation you can’t afford to miss.
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
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
- Hole Sponsor: RSM
- 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 ICONS: Leaders in Finance
Join an exclusive, in-person gathering of women shaping the future of finance at the 2026 ICONS: Leaders in Finance. On March 25, 2026, financial leaders from across the West Coast and beyond will convene at the iconic Ritz-Carlton, Laguna Niguel for an immersive afternoon and evening of insight, connection, and inspiration.
This premium leadership experience features candid conversations with dynamic, diverse finance icons who are navigating today’s most complex challenges and driving meaningful change within their organizations. Designed to foster authentic dialogue and meaningful relationships, ICONS brings together rising stars and established leaders in finance to expand perspectives, exchange strategies, and elevate careers.
Attendance is intentionally limited to preserve the intimate nature of the experience.
2026 ICONS: Leaders in Finance will be held at The Ritz-Carlton, Laguna Niguel in Dana Point, CA on Wednesday, March 25th, from 12:00 pm - 7:00 pm Pacific.
FEISV & Other FEI Members: $525 | Non-Members: $725 | Company Table: $3,500 | 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/
Liquidity Resilience: Meeting Obligations Through Volatility
Most corporate cash strategies assume that funds placed with a bank or invested in a cash equivalent today will be available, at worst, the next business day. History shows, however, that this assumption is generally true until there is a material market disruption. When liquidity shortages emerge, cash that appears available on paper can become temporarily inaccessible.
Any interruption to liquidity flows, large or small, can immediately disrupt a company’s ability to meet daily obligations. Payroll, supplier payments, tax liabilities, and contractual settlements do not pause during periods of market stress.
Despite a strong supervisory regime in the U.S., banks still fail on occasion. When they do, their collapse can be sudden and spread fast, and the regional banking turmoil of 2023 is the most recent example of how quickly liquidity confidence can break.
Learn more. Read Liquidity Resilience: Meeting Obligations Through Volatility via FEI Daily.
February Monthly Portfolio Pulse - Running it Hot
The U.S. economy looks set to heat things up in 2026 – driven by recent economic data momentum (the kindling) and pro-growth initiatives (the potential gas), which are set to ignite heading into the 2026 midterm elections. January manufacturing activity jumped to its highest level since late-2022, joining continued strength in the services sector.
The labor market welcomed a strong January jobs report – just as record tax refunds hit consumer bank accounts – while the housing market is seeing green shoots in the form of rising building permits. We recommend tactically increasing equities in areas that are most exposed to economic growth – Small/Mid Cap, Emerging Markets, and International Developed – funded by further reductions in Fixed Income.
Learn more. Read February Monthly Portfolio Pulse - Running it Hot via our Gold Partners at BMO.
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.
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
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
