FEISV Chapter Newsletter | March 03, 2026 Print

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

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

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Latest Trends in FEI

In today's hyper-competitive Silicon Valley landscape, prolonged hiring cycles for mission-critical finance and tech roles aren't just operational headaches anymore. They're silently eroding market share, stifling innovation, and handing advantages to rivals who move faster.

With fintechs facing talent poaching by AI giants and stagnant engineering pipelines amid economic caution, the stakes have never been higher for finance leaders to rethink acquisition strategies.

Tomorrow, FEI Silicon Valley brings together top experts at JPMorganChase to dive deep into data-driven talent strategies, aligning hires with business goals, and building integrated plans tailored to finance and tech's unique pressures.

You'll walk away with actionable frameworks to accelerate hiring, boost retention, and turn talent gaps into competitive edges. Register now and join the conversation shaping tomorrow's workforce!

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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Congratulations to Members Celebrating an Anniversary

FEI Silicon Valley is rich in talent that has been with our Chapter for many years. It's such an honor to see so many familiar faces year after year. We are thankful for your continued support!

Please join us in acknowledging Members who recently celebrated an anniversary with us:

We look forward to another year together!

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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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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
  • 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

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Avoiding ‘Too Little, Too Late’: How Finance Leaders Can Support Core Teams Through Peak Work Periods

For many finance teams, the first months of a new year are essentially a pressure test. Financial close and reporting deadlines, audit requests, tax deliverables, and budget or forecast resets all hit in quick succession. By the time finance leaders revisit resourcing, workflows, or tools, their teams are often already stretched thin.

That “too little, too late” pattern doesn’t just elevate the short-term stress level across the finance organization. It can increase employee burnout risk. It can also affect the quality and timeliness of the insight business leaders expect from the finance team, right when they need it most.

The good news for finance leaders? Even if your department is already deep into a busy period, there’s still much you can do to ease the workload burden on your full-time staff. There are 5 steps that can help you strengthen capacity, protect work quality, and support your core team throughout the crunch.

Learn more. Read Avoiding ‘Too Little, Too Late’: How Finance Leaders Can Support Core Teams Through Peak Work Periods via our Platinum Partners at Robert Half.

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FEISV Member of the Week

Steve Rabin

Steve Rabin has helped obtain over $130M in favorable tax-related cumulative adjustments for his clients. He helps businesses and individuals in tough situations resolve complex tax problems and controversies. His work spans unfiled and back taxes, audits, estates and trusts, stock compensation, real estate, divorce-related filings, and forensic accounting.

Steve earned a Bachelor of Science in Math, with 2 years of graduate study in Computer Science from Caltech. He received an MBA with distinction, concentration in Accounting fromKeller Graduate School of Management of DeVry University.

https://www.linkedin.com/in/steverabincpa/

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FEISV Partner of the Week

Robert Half is the world's first and largest specialized talent solutions firm that connects opportunities at great companies with highly skilled job seekers.

They offer contract, temporary, and permanent placement solutions for finance and accounting, technology, marketing, and creative, legal, administrative, and customer support roles.

Specifically for their finance and accounting specialization, Robert Half provides companies with an alternative to the traditional consulting firm approach and helps them succeed through a variety of financial talent and project consulting solutions. Whether it's one person or an entire project team, Robert Half has a large network of seasoned professionals with experience in finance, accounting, and business systems who are available to step in immediately.

Named to Fortune's World's Most Admired Companies and 100 Best Companies to Work For® lists and a Forbes Best Employer for Diversity, Robert Half is the parent company of Protiviti®, a global consulting firm that provides internal audit, risk, business, and technology consulting solutions.

Explore their talent solutions, research, and insights at RobertHalf.com.

CONTACTS:

Jeremy Cole, Client Solutions Director
Phone: 950.292.0431
Email: [email protected]

Rob Bonner, Senior Client Solutions Director
Phone: 415.805.9019
Email: [email protected]

Syed Hussain, Director of Permanent Placement Services
Phone: 650.292.0232
Email: [email protected]

Stephen Hilton, SVP Corp Controller & Treasurer
Phone: 925.913.2638
Email: [email protected]

https://www.roberthalf.com/

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Special Thanks to Our Strategic Partners

Marquee Partners 

Platinum Partners

Gold Partners

Silver Partners