FEISV Chapter Newsletter | March 06, 2026 Print

FEI Silicon Valley Events

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
04/28 - 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

03/11 - 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
03/26 - Closing the Gap: Streamlining Accrued & Prepaid Expense Accounting for an
Audit-Ready Close (Virtual) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI

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Latest Trends in FEI

Thank you to everyone who joined us at JPMorganChase this past week for our Winning and Retaining Finance and Tech Talent event. We’re grateful to our distinguished panel of speakers for sharing their expertise and perspectives, and to all attendees who contributed to the thoughtful discussions and meaningful networking throughout the day. Your participation made the event an outstanding success.

We have an exciting lineup of programs and networking opportunities planned in the coming months, and we look forward to your continued involvement. Please visit our events calendar to stay informed and register for upcoming sessions!

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

Cyber-attacks/cybercrime are a multi-billion or even trillion-dollar global problem for companies and growing. It affects large and small, public and private companies alike. Unveil key issues before, during, and after a cyberattack at an interactive discussion hosted by JPMorgan Chase.

Reported victim losses in the U.S. alone exceeded $16.6B in 2024, up 33% from 2023, based on the FBI’s Internet Crime Complaint Center. And the FBI explicitly notes underreporting, especially around ransomware/extortion situations. For CFOs, cyber risk is no longer an IT problem—it is: A liquidity risk, earnings risk, disclosure risk, and reputational risk rolled into one.

Please join us for a timely and essential Cyber Security panel featuring experts representing different focus areas.

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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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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Leading in the Age of AI: Building a Workforce Ready for Human-Agent Collaboration

Artificial Intelligence (AI) is reshaping organizations, moving beyond simple automation to delivering predictive insights that drive smarter decisions at scale. Unlocking AI’s full potential requires more than the core technology. Successful AI adoption depends on strategy, governance, and most critically, the people who bring these systems to life.

Even the most advanced AI cannot deliver meaningful impact without a workforce that understands, trusts, and embraces it. The real differentiator is not the model, but the mindset.

Organizations must help employees see AI not as a threat to their roles, but as a partner that enhances their capabilities and expands what they can achieve. Discover how to cultivate that shift, the evolving role of managers, and the skills required to thrive in an AI-enabled workplace.

Learn more. Read Leading in the Age of AI: Building a Workforce Ready for Human-Agent Collaboration via FEI Daily.

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Thank You to 27th Annual Scholarship Golf Tournament Sponsors

Get involved with the 27th Annual Scholarship Golf Tournament! Whether you’re a seasoned golfer or swinging a club for the very first time, this event is all about fun, connection, and supporting a great cause—not perfect swings.

Join us for a relaxed and lively day on the course filled with laughter, fresh air, friendly competition, and great company, all while helping raise funds that make a real difference. Grab a friend, rally a foursome, or come solo and meet new people. We promise a memorable day both on and off the course!

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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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

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How To Build A Finance Talent Model That Supports Transformation

ERP upgrades, AI-enabled workflows, and expanding analytics capabilities are redefining the finance function in real time. Finance leaders must deliver more transformation in the next three years than in the last ten.

The opportunity is significant. So is the responsibility.

Most finance talent models were built around predictability and routine operations, not continuous reinvention. Teams are lean. Skill requirements evolve quickly. Reporting and compliance demands continue to expand.

According to a Robert Half survey, finance leaders identify insufficient or inaccurate data for decision-making, limited visibility into project budgets and resource allocation, manual processes, and inconsistent project governance as the biggest challenges in project planning and execution. These constraints hinder delivery in day-to-day operations. During modernization, they amplify risk and stall momentum.

Learn more. Read How To Build A Finance Talent Model That Supports Transformation 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