In this issue
FEISV Chapter Newsletter | March 20, 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
03/25 - ICONS: Leaders in Finance (In-Person Event) | FEI
03/25 - 5/31 - Ladies Golf | Acrisure
03/25 - Q1 2026 Quarterly Technical Update (Virtual) | BDO
03/26 - Closing the Gap: Streamlining Accrued & Prepaid Expense Accounting for an
Audit-Ready Close (Virtual) | FEI
04/01 - AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI (Virtual) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI
Latest Trends in FEI
The Financial Officers Forum has a new date. FOF will now take place on March 27th. This program is designed for senior finance professionals who are currently providing consulting or advisory services to organizations.
The format is highly interactive and peer-driven, with participants bringing real-time client issues to the table and exchanging practical solutions, best practices, and trusted referrals. Past discussions have been especially rich around AI and its practical implementation in finance, along with other real-world topics such as accounting systems for small businesses, PEO advantages and challenges, compensation approaches for small company board members, ASC 606 audit experiences, and more.
The most powerful aspect of FOF is the opportunity to learn from peers while sharing practical, real-world lessons that can be applied immediately in client work. When registering, attendees are encouraged to submit a question or topic they would like the group to address so the conversation can be tailored to current challenges in the field.
Financial Officers Forum (FOF) will be held virtually on Friday, March 27th, from 12:00 pm - 1:15 pm Pacific.
FEISV Members, Partners & Rising Stars, Other FEI Members, and Non-Members: Free | 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!
If you’re not familiar with golfing, no big deal! This tournament is a scramble, which means it’s designed to be fun and beginner-friendly. You’ll play as part of a foursome, and for each shot, the group uses the best ball. That way, everyone benefits from the strongest play on the team!
Even if you’ve never picked up a club before, you can still have a great time and contribute. Ladies, you are invited to take advantage of the Pre-Tournament Golf Clinic (details below) to get comfortable and build confidence before hitting 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
Pre-Tournament Ladies Golf Clinic
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]
AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI
Traditional forecasts fail because they rely solely on historical financial trends and disconnected data. While drilling into operations for early indicators is expensive and time-consuming, modern business demands real-time adaptation.
AI built from the ground up for financial intelligence—not just bolted on—is the catalyst for this transformation. Join FEI virtually to see how an AI-native platform revolutionizes your financial processes.
Experts will demonstrate how purpose-built AI empowers your team to move from endless email chains to automated, accountable workflows.
This session explores how AI-powered financial planning turns static models into dynamic, weekly re-forecasts, giving you the confidence to drive organizational performance and protect board credibility.
AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI will be held virtually on Wednesday, April 1st, from 10:00 am - 1:00 pm Pacific.
FEISV & Other FEI Members: Free | 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
Latest Episode of FEI Weekly Podcast - Now Available!
In this special edition of the FEI Podcast leading up to Financial Executives International’s ICONS: Leaders in Finance event, Heather Cole interviews Alice Jolla, Chief Accounting Officer at Microsoft and Board Director at Rockwell Automation.
Jolla reflects on her journey from counting cash for her father’s businesses as a child to leading finance at one of the world’s largest technology companies. Along the way, she shares lessons on saying "yes" to opportunities before you feel ready, understanding your professional value, scaling leadership through others, and building relationships that support long-term career success.
This conversation offers actionable insights for today’s financial leaders navigating complex organizations and evolving leadership responsibilities.
Download or stream anytime: Leadership Lessons from Microsoft CAO Alice Jolla.
Cases of Ex-Uber Officer, SolarWinds Offer Data Security Lessons
Two landmark cases involving public companies and their cybersecurity executives offer some crucial lessons in corporate governance, transparency, program boundaries, and data privacy.
One case was the first Securities and Exchange Commission enforcement action that charged a chief information security officer, or CISO, as well as the company, and the first accounting control claim, based on cybersecurity failings.
The other case, involving Uber Technologies Inc., was the first criminal prosecution and conviction of a chief security officer, or CSO, concerning information provided after a data breach.
Pillsbury partners note that the lessons learned from these cases are that transparency is mandatory in disclosing data breaches, that bug bounty programs must be reviewed and audited, that disclosure decisions must be placed under legal and board oversight, and that companies must have a complete understanding of the cyberthreat landscape.
Learn more. Read Cases of Ex-Uber Officer, SolarWinds Offer Data Security Lessons via our Platinum Partners at Pillsbury Winthrop Shaw Pittman LLP.
FEISV Member of the Week
David Wittenhamp enjoys being part of the executive management team and helping companies realize their potential. His diverse background and ability to think strategically and execute tactically are a benefit to the organizations that David works with. Previous CFO experience includes roles at Relola, CaseBank Technologies Inc., A Division of ATP, and Aria Systems, among others.
FEISV Partner of the Week
Pillsbury Winthrop Shaw Pittman LLP is a premier global law firm with more than 700 attorneys located across 20 offices throughout the U.S., Europe, Asia, and the Middle East. Their commitment is to deliver sophisticated, tailored legal solutions spanning corporate transactions, complex litigation, regulatory compliance, intellectual property, cybersecurity and data privacy, technology, and financial services.
Pillsbury has a leading capital markets practice advising on a full spectrum of transactions, including IPOs and follow-on/secondary offerings, confidentially marketed public offerings, convertible and equity-linked securities, and at-the-market programs. Their attorneys also provide comprehensive counsel to public companies on disclosure obligations, corporate governance, regulatory filings, and ongoing compliance with securities regulations.
Their team leverages their deep understanding of industry-specific challenges and market trends, enabling their experts to anticipate clients' evolving legal needs and proactively develop innovative strategies. Pillsbury's attorneys bring extensive industry knowledge, technical expertise, and a global perspective to help clients navigate complex legal and business landscapes and achieve their strategic objectives. At Pillsbury, they are dedicated to providing exceptional service and helping their clients succeed.
CONTACT:
Davina K. Kaile
Corporate and Securities Partner and Global Leader of Pillsbury’s Capital Markets and Public Companies Practice
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
