In this issue

FEISV Chapter Newsletter | March 31, 2026 Print

FEI Silicon Valley Events

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 - Unlock The Metrics That Matter in an AI Driven Saas Landscape | Wells Fargo
05/07 - Oracle NetSuite vs. Sage Intacct | BPM
05/12 - Unlocking QSBS: Tax Advantages and Valuation Considerations (Virtual) | Andersen
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

04/01 - AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI (Virtual) | FEI
04/01 - Build a Smarter Professional Services Firm with AI (Virtual) | Armanino
04/02 - Building Career Resilience: Navigating Change, AI, and the Future of Reporting (Virtual) | FEI
04/21- Developing Leadership Excellence through the Leader Maturity Model (Virtual) | FEI
04/22 - ICONS: Leaders in Finance (Virtual Replay) | FEI
04/23 - Governing AI in Finance: A Practical Roadmap for Measurable Results (Virtual) | FEI
04/30 - The AI Ready Finance Function Five Steps from Foundation to Impact (Virtual) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI

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Latest Trends in FEI

Are the SaaS metrics you’ve trusted for years already becoming obsolete? As AI rapidly reshapes cost structures, revenue models, and valuation frameworks, finance leaders are being forced to rethink what truly defines performance...and what signals lasting value.

Join fellow financial executives for an exclusive happy hour discussion where experts explore how AI is redefining SaaS success. Connect with peers while diving into how top investors are reevaluating growth efficiency, retention, margins, and ROI in this new landscape.

With plenty of time for networking and candid conversation, you’ll walk away with sharper insight into what matters now, what’s changing fast, and how to better measure and communicate value in an AI-driven market.

Unlock The Metrics That Matter in an AI Driven Saas Landscape will be held at the Wells Fargo Innovation Center in Menlo Park on Tuesday, April 28th, from 5:30 pm - 8:30 pm Pacific.

FEISV Members & Partners, and FEI San Francisco Members: Free     |    Non-Members: $135     |     Registration: Here

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Congratulations to Members Celebrating an Anniversary

It is such an honor for FEI Silicon Valley to have such a diverse group of Members with a wide array of interests and experiences, spanning many sectors. Our Members bring so much value to our Chapter.

Please join us in congratulating FEISV Members who recently celebrated an anniversary with us:

We look forward to another year together!

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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

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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
  • Air Cannon Sponsor: RSM
  • Special Gift 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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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]

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Oracle NetSuite vs. Sage Intacct

Is your ERP setting your company up to scale, or silently holding it back? For finance leaders, the decision between Oracle NetSuite and Sage Intacct isn’t just a software choice. It’s a bet on how your organization will operate, grow, and compete over the next decade.

Join an exclusive gathering of finance and technology executives for a candid, practitioner-led discussion that cuts through vendor noise and gets to what actually matters.

This session delivers a clear-eyed comparison of NetSuite and Intacct, from architecture and reporting to AI capabilities and global scalability, while also exploring emerging ERP challengers reshaping the landscape. Expect real-world insight, practical frameworks for evaluation, and meaningful peer conversation with others navigating the same high-stakes decision.

Oracle NetSuite vs. Sage Intacct will be held at the Wells Fargo Innovation Center in Menlo Park on Thursday, May 7th, from 4:00 pm - 6:30 pm Pacific.

FEISV Members & Partners: Free     |    Non-Members: $135     |     Registration: Here

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How CommandLink Is Revolutionizing Corporate IT

Founded in 2012, CommandLink is a mature, enterprise-focused managed services and software as a service (SaaS) platform unifying corporate IT & Telco services, assets, and workflows into a single unified pane of glass.

The company’s growth strategy of “hyperscaling” typically requires venture capital, but its leaders opted for the flexible terms and deep understanding offered by Wells Fargo.

CommandLink founder and CEO, Jason Ness, says he was never concerned about his now-mature company’s viability. Betting on himself, his confidence and faith in a well-thought-out plan was fueled by his mindset of rapid growth.

Since becoming CEO in 2018, Ness says hyperscaling has been one of the most important concepts for the business’ success.

Learn more. Read How CommandLink Is Revolutionizing Corporate IT via our Platinum Partners at Wells Fargo.

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FEISV Member of the Week

Wei Guo

Wei Guo is a “detective” in numbers, who has worked with companies in many industries (small and large), creating a very dynamic, diverse background. Wei is the Founder of Stealth Mode.

Previous experience includes Director of Revenue at Bright Machines, Controller at Escalon Services, Finance Director at Sherpa Digital Media, and other leadership roles in various companies. Wei earned a Bachelor of Business Administration in Finance and a Master's Degree in Accounting-Finance from the University of Denver - Daniels College of Business.

https://www.linkedin.com/in/weiguocfacpa/

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FEISV Partner of the Week

Wells Fargo Commercial Banking serves the diverse financial needs of companies and institutions. They provide credit, treasury management, and commercial capital solutions, ranking #1 in the primary relationship market share in the US for the middle market* and #2 in the primary relationship market share in the US for the emerging middle market.* 

Wells Fargo Commercial Banking brings together the benefits of exceptional relationship management, extensive industry experience, and comprehensive financial services offerings. Their teams pride themselves in working in a collaborative fashion, developing long-term client relationships that can endure the cycles of the business, industry, and the economy.

As part of Commercial Banking, their specialized Technology Banking group delivers a complete range of capital, advisory, risk management, and operating solutions tailored to scale through all stages of the technology life cycle. The group supports a growing portfolio of clients in the Software, Fintech, Internet and Digital, Hardware, and Sustainable technology sectors within the Bay area and across the US. The depth and breadth of industry knowledge and experience allow the specialized group to provide strategic and balanced guidance in addition to operational and capital support.

*Barlow Research – rolling 8 quarter data (Q3 2021 – Q2 2023); Middle Market defined as $75 million -

CONTACT:

Armello Rodriguez
Vice President, Business Development – Technology Banking Group
400 Hamilton Ave., Suite 210
Palo Alto, CA 94301
Phone 650-847-0578 |  [email protected]
https://www.linkedin.com/in/armello-rodriguez-0a31b377/

www.wellsfargo.com

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Special Thanks to Our Strategic Partners

Marquee Partners 

Platinum Partners

Gold Partners

Silver Partners