In this issue
FEISV Chapter Newsletter | March 24, 2026 
FEI Silicon Valley Events
03/27 - Financial Officers Forum (Virtual)
03/31 - Cybersecurity – Why Protecting Company Data is the #1 Issue of CFOs in 2026 | JPMorganChase
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 - Oracle NetSuite vs. Sage Intacct | 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
Networking is essential for financial executives, especially those who provide consulting services. That's why this Friday's Financial Officers Forum (FOF) is so invaluable. The challenges you face are often highly specialized, ranging from navigating complex client dynamics to staying ahead of evolving regulations and technologies.
These aren’t always issues that can be fully understood outside your peer group. Connecting with other financial leaders gives you a space to exchange ideas, validate strategies, and gain insight from people who truly understand the nuances of your role.
Sometimes, you need to go deeper, like talking through complex problems, pressure-testing ideas, or exploring emerging tools and trends shaping the industry. That kind of meaningful dialogue doesn’t happen in isolation. It happens in spaces filled with experienced professionals who are asking the same questions and pushing the same boundaries.
That’s exactly what you’ll find at this Friday’s FOF. This virtual Affinity Group is an opportunity to engage, learn, and grow alongside your peers.
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
New and Experienced Golfers Are Welcome: Play the 27th Annual Scholarship Golf Tournament
Join us for a day of fun at 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.
Come to the Coyote Creek Golf Club 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.
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
Make a Difference. Sponsor the 27th Annual Scholarship Golf Tournament
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]
Conquer Tariffs with Confidence: A Guide for Business Leaders
Trade tensions may be heating up, but here’s the reality: tariffs are shaking up operational and financial realities for companies across sectors. From manufacturing and consumer products to M&A strategy and tax compliance, the ripple effects are everywhere. The big question for business leaders isn’t just about managing the here and now. It’s about preparing for what might come next.
If you’re feeling uncertain about how to handle all these changes, you’re not alone. Many middle-market businesses have questions about how to navigate these disruptions. Staying informed about regulatory updates is crucial to proactively addressing these challenges and adapting to evolving trade policies.
Learn more. Read Conquer Tariffs with Confidence: A Guide for Business Leaders via our Gold Partners at Armanino LLP.
FEISV Member of the Week
Johan is a senior operating executive with experience building, scaling, and guiding capital-intensive energy and infrastructure businesses through periods of growth, uncertainty, and transition.
Most recently, Johan served as Chief Financial Officer of Verdagy, a VC-backed clean energy company developing infrastructure-scale electrolyzers and hydrogen projects, where he partnered closely with the CEO, board, and investors on growth strategy, capital formation, and organizational scaling.
Today, he also serves in an interim executive capacity for private investment vehicles sponsoring large-scale real asset development projects, supporting capital structuring, governance, and strategic decision-making at the ownership level.
FEISV Partner of the Week
Armanino LLP is the largest independent accounting and business consulting firm based in California. They are a nationwide leader in serving privately held companies, as well as nonprofit organizations and public entities.
Armanino provides four main areas of service – assurance/audit, tax, consulting, and business management. Their technology focus and global services are key aspects of our service lines. They work with clients in a large range of industries, including technology, manufacturing and distribution, consumer-retail, nonprofit, private schools, real estate, professional services, life sciences, insurance, and healthcare.
Offices of Armanino are located in California, the West and Mid-West regions of the US, and they have consultants on the ground at key locations across the nation. Armanino provides global services in more than 100 countries through their membership in Moore Stephens International Limited – one of the world's major accounting and consulting organizations.
CONTACTS:
Katerina Starkova, CPA
Partner, Audit
[email protected]
Andrew Armstrong, CPA
Partner, Audit
[email protected]
Milton Tse, CPA
Partner, Audit
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
