FEISV Chapter Newsletter | March 10, 2026 
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 - Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control | 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
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
Latest Trends in FEI
Cyber risk now sits squarely beside market volatility and liquidity as a top financial threat. The numbers don’t lie: in 2024, U.S. organizations reported more than $16.6 billion in cybercrime losses, a 33% jump from the year before. And much of the damage goes unreported. That’s not just an IT problem—it’s a balance sheet problem.
Every breach carries ripple effects: liquidity crunches, earnings hits, disclosure obligations, and reputational harm that can take years to repair. Forward-looking finance and risk leaders are treating cyber resilience as a core financial discipline, not a technical function.
On March 31st at JPMorgan Chase, our cybersecurity panel will dive into the financial side of cyber defense. Learn how to quantify exposure, price digital risk, and prepare capital and communication plans for the moments that matter most.
If your balance sheet isn’t already reflecting cyber exposure, it’s time to change that! We’ll explore the lifecycle of cyber risk, from prevention and crisis response to recovery and long-term cost management. See how emerging technologies, insurance strategies, and regulatory shifts are reshaping what corporate resilience looks like.
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
Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control
Finance leaders are under increasing pressure to drive efficiency while managing risk and supporting business growth. Yet many organizations still treat all company spending the same, even though different types of spending carry very different levels of risk, complexity, and opportunity.
Join us for a conversation that will focus on real operational lessons from scaling companies across Silicon Valley and the systems and processes finance leaders are putting in place to support smarter growth.
In this discussion, finance leaders will explore why vendor spend has become the most strategic category of spend for modern organizations. Unlike payroll or employee expenses, vendor spend is highly cross-functional, negotiable, and often represents one of the largest controllable cost centers in the business.
Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control will be held at Zip in San Francisco on Thursday, April 16th, from 4:30 pm - 7:30 pm Pacific.
FEISV Members & Partners, and FEI San Francisco Members: Free | Other FEI Chapters & Non-Members: $135 | Registration: Here
Support the Scholarship Golf Tournament - Play and/or Sponsor!
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
Financial Officers Forum - Next Month
Today’s finance consultants are more than advisors. They’re strategic partners solving complex business and client challenges in real time. The Financial Officers Forum (FOF) is where they go to sharpen that edge together.
Designed exclusively for CFOs, Controllers, and VPs of Finance who deliver consulting or advisory services, FOF provides a confidential environment to exchange insights, workshop client scenarios, and uncover new approaches to today’s most pressing financial and operational questions.
Each session goes beyond theory. Participants bring real client challenges and leave with practical, field-tested solutions they can immediately apply. Whether it’s optimizing accounting systems, addressing PEO complexities, or navigating tricky SaaS measurement issues, FOF is about translating experience into better client outcomes.
When registering, please submit a question or topic you’d like the group to explore, and come ready to share your insights from the field!
Financial Officers Forum (FOF) will be held virtually on Friday, April 3rd, from 12:00 pm - 1:15 pm Pacific.
FEISV Members, Partners & Rising Stars, Other FEI Members, and Non-Members: Free | Registration: Here
Wired Differently: Unlocking Potential by Embracing Neurodiversity in the Workplace
If we do not treat any two clients the same, why should an employer treat two employees the same? We have become accustomed to thinking of diversity as something that can be easily seen, such as gender, skin color, and ethnicity. However, neurodiversity goes a layer deeper and describes the cognitive distinctions between how people think, learn, and behave; these are sometimes attributed to conditions such as autism, ADD, ADHD, and various learning differences.
There has been an increase in neurodivergent diagnoses due to an increased understanding of the conditions and how they manifest across individuals. These will only continue to increase as more members seek support due to reduced societal stigma and popular media portraying highly successful neurodivergent individuals (e.g., The Good Doctor). In the world, anywhere between 15% to 20% of members have been classified neurodivergent, and this extends to top leadership: 45% of C-level executives, 55% of business owners, and 33% of senior management.
While these individuals have historically seen high rates of unemployment of roughly 30-40% (8 times higher than neurotypical colleagues), there has been an increased push to provide additional support to ensure they are provided the same opportunities to thrive.
Companies that do not seek to address neurodiversity in the workplace will face higher levels of stress and burnout, decreased satisfaction, increased turnover, and poorer job performance. Not to mention, they lose out on the potential of unlocking great innovation and creativity that comes from embracing diverse approaches and ideas.
Learn more. Read Wired Differently: Unlocking Potential by Embracing Neurodiversity in the Workplace via our Gold Partners at Alliant Insurance Services.
FEISV Member of the Week
Beth Howe is a CFO for SiTime and is a Member of the Board of Directors for RAFT - Resource Area For Teaching. Previous C-suite experience includes roles at HP and Chief. Beth is a graduate of Stanford University.
FEISV Partner of the Week
More is Possible
As one of the top 10 largest insurance brokerage firms in the U.S., we combine the power and breadth of big-company resources with a hyper-personalized approach that puts your interests above everything else. Our culture of entrepreneurialism, collaboration, and innovation gives us the independence and accountability to create solutions that uniquely match your needs. Because when people come first, more is possible.
CONTACT:
David Liebes | CPCU
Senior Vice President
Alliant Insurance Services
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
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