FEI Silicon Valley Events

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
05/26 - Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control | Zip
06/04 - 27th Annual Scholarship Golf Tournament Hosted by Robert Half & FEISV

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Partners & Other Chapter Events

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

ERP decisions rarely fail because of features. They fail because of fit. For CFOs and finance leaders, the real challenge isn’t choosing between Oracle NetSuite and Sage Intacct. Rather, it's understanding which system aligns with how your business actually operates today and where it needs to go next.

Architecture, reporting flexibility, global capabilities, and AI have evolved beyond technical details. In today's climate, they shape how your team works, scales, and makes decisions.

Join an exclusive gathering of finance and technology executives for a practitioner-led conversation designed to bring clarity to that decision. This session dives deeper than surface-level comparisons to unpack real-world use cases, industry-specific strengths, and the tradeoffs that matter most.

Expect candid insights, practical evaluation frameworks, and a room full of peers working through the same high-impact choice.

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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Reactive Is Not a Strategy: What Risk Management Maturity Means for Your Bottom Line

When a regional bank in the southeastern U.S. weathered a major hurricane — power out, communications severed, competitors scrambling — it became the first financial institution in the region to reopen. The difference was not capital reserves or market position; it was a mature enterprise risk management (ERM) framework and a tested business continuity plan executed under pressure. While competitors absorbed the full cost of extended downtime, lost customer trust, and emergency recovery spending, this bank had converted a potential crisis into a competitive advantage.

That outcome is not typical. According to the HUB International 2026 Profitability & Resiliency Executive Survey, one-third of organizations are operating without a mature, organization-wide risk management strategy. The question worth asking is not whether that describes your competitors. It is whether it describes you.

Learn more. Read Reactive Is Not a Strategy: What Risk Management Maturity Means for Your Bottom Line via FEI Daily.

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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:

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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Self-Paced, 24-Hour Education from FEI CPE+

For financial executives balancing packed calendars, CPE shouldn’t feel like another obligation. It should fit seamlessly into the way you already work.

FEI CPE+ offers 24/7, on-demand access to high-quality finance and accounting education, so you can earn credits whenever it works for you, whether it be between meetings, after hours, or on your own schedule. No commuting, no rigid timelines. FEI CPE+ offers practical, relevant content designed for real-world application.

With a single subscription, you unlock three comprehensive learning libraries covering everything from accounting and tax to leadership and financial strategy, plus live and on-demand webinars led by industry experts. 

Whether you need quick credits or deeper professional development, FEI CPE+ makes it easy to stay compliant, stay sharp, and keep moving forward, all without slowing down.

Learn more about FEI CPE+.

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The Psychological Frontline: Mastering the Human Element In Cyber Defense

In the shadow war of modern cybersecurity, the human element has become the adversary's most potent weapon. These days, it’s more than just the brute-force attacks on steel and silicon; today's elite threat actors target the mind, employing social engineering, deepfakes, and psychological manipulation to breach even the most formidable digital fortresses.

Cyber Human Defense is not merely an upgrade; it is a paradigm shift — a strategic imperative for financial institutions where trust is currency, and every employee is a potential, unwitting gateway. Wells Fargo released a white paper that illuminates the modern threat landscape, dissecting the psychology of deception, revealing the true cost of human-driven breaches, and charting a course through proven frameworks.

Through gripping, real-world case studies — from the social engineering that crippled a casino to the insider manipulation at a cryptocurrency exchange — Wells Fargo experts reveal a pattern of attacks that bypass technology to target human trust. They, then, provide the blueprint to defend against them.

Learn more. Read The Psychological Frontline: Mastering the Human Element In Cyber Defense 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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