FEISV Chapter Newsletter | March 13, 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
03/25 - 5/31 - Ladies Golf | Acrisure
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
In just over two weeks, we’re bringing financial executives together for a focused evening on one of the hardest moments in the job: Defending an unexpected cyber hit in front of investors and analysts with the stock price on the line.
A cyber incident today is a liquidity event, an earnings surprise, a disclosure challenge, and a reputation test all at once...and you’re expected to turn that chaos into a clear, credible financial story in days, not months.
Join us at JPMorganChase in Palo Alto on March 31st as our cybersecurity panel dives into the realities of financial leadership under fire. You’ll learn how to quantify and map cyber and data risk in financial terms, set smart prevention and insurance spend, and plan liquidity and capital so an attack doesn’t derail fundraising, M&A, or guidance.
We’ll also walk through the playbook for during and after an incident, including cash and business-interruption decisions, accounting treatment, insurance recovery, reforecasting, and investor messaging. So, when that cyber moment comes, you’re not just reacting. You’re ready.
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
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
Ladies, Let’s Play Golf!
Join fellow women golfers for a fun and supportive clinic series designed to prepare for the FEI Annual Golf Tournament on June 4th, and any tournament thereafter!
Coach Rena will lead these 90-minute sessions focused on key areas of the game—from long drives to precision putting—helping golfers of all skill levels build confidence and consistency.
Pick the class dates that work best for you, or join all six to sharpen your skills. Classes are intentionally small (4–8 participants; on-course class is limited to 6) to allow for personalized instruction.
Registration: https://evite.me/9Nz38xKzmG
Location:
Silicon Valley Golf at Shoreline Golf Links
2940 N Shoreline Blvd, Mountain View, CA 94043
Questions?
Contact: Lanea Riley | (650) 468-4158 | [email protected]
Avoiding Preventable Losses From a Cyberattack: Guidance for Finance and Operations Leaders
When an operation is shut down by a ransomware attack for a period of days or weeks, finance and operations leaders will face many non-technical decisions that can make all the difference in limiting the severity of financial losses, legal liability, and reputation damage. Join FEI for a CPE-credited webinar that will cover the basic steps executive teams can take before and during a cyber attack to avoid a worst-case scenario.
Immerse yourself in a live exercise, walking through an example cyberattack scenario led by a former military security analyst. Come away with a real-world view of typical costs of recovery that may be out of pocket until insurance kicks in and practical guidance for your executive team to navigate the crisis toward the best possible outcome.
Avoiding Preventable Losses From a Cyberattack: Guidance for Finance and Operations Leaders will be held virtually on Tuesday, March 17th, from 10:00 am - 11:00 am Pacific.
FEISV & Other FEI Members: Free | Registration: Here
From Street Vendor to CFO: Judy Wright on Resilience, Emotional Intelligence & Financial Leadershi
From Street Vendor to CFO: Judy Wright on Resilience, Emotional Intelligence & Financial Leadership
Before becoming a CFO, Judy Wright tested her resilience in an unconventional way — leaving her job to become a street vendor in China. Carrying inventory by bus, negotiating for space in crowded markets, and building a wholesale network from scratch, she learned firsthand how to persevere under pressure.
That entrepreneurial mindset continues to define her approach to financial leadership today.
According to Judy, Emotional Intelligence is a competitive advantage for CFOs. In today’s volatile business environment, technical expertise alone is not enough. Judy emphasizes that emotional intelligence is essential for financial leaders, “If finance loses its cool, everyone does.”
Senior-level financial leaders set the tone during uncertainty — whether navigating economic shifts, AI transformation, or organizational change. The ability to pause, respond thoughtfully, and project calm confidence strengthens both teams and strategy.
Learn more. Read From Street Vendor to CFO: Judy Wright on Resilience, Emotional Intelligence & Financial Leadership via FEI Daily.
The Pharmacy Cost Problem Employers Think They’re Solving – and the One They’re Not
2025 was a year of turmoil in an already complex pharmacy industry. What was once a manageable category now represents more than a quarter of total health plan spend, and for many organizations, it is growing faster than any other cost component.
Looking ahead to 2026, employers are projecting 11–12%, increases, driven largely by GLP-1 utilization and high-cost specialty drugs. The challenge is no longer whether pharmacy costs will rise, but how deliberately they are managed.
What makes pharmacy especially challenging is not just its growth, but that it is a convoluted mix of trend drivers. A small segment of utilization frequently drives most of the financial risk, yet traditional reporting treats pharmacy as a uniform expense.
Learn more. Read The Pharmacy Cost Problem Employers Think They’re Solving – and the One They’re Not 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
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