In this issue
FEISV Chapter Newsletter | April 07, 2026 
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
Partners & Other Chapter Events
04/15 - Pillsbury's 40th Anniversary Party | Pillsbury Winthrop Shaw Pittman
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
Latest Trends in FEI
Join a candid conversation with investors and operators on how AI is changing the way SaaS performance is measured and valued.
As AI reshapes products, pricing models, and cost structures, the metrics finance leaders have relied on for years are shifting. Growth efficiency, retention, and margins still matter, but they’re being reinterpreted in a market where AI introduces both new upside and new volatility.
In this session, we’ll unpack how venture, private equity, and public market investors are actually evaluating SaaS companies today. More importantly, we’ll focus on what this means for finance leaders responsible for telling the company’s story, defending valuation, and guiding smarter decisions.
What we’ll cover:
- Where AI is putting pressure on traditional SaaS models
- How leading companies are adapting their financial strategies
- Which metrics matter now—and which ones matter less
If you’re a CFO or senior finance leader, this is a chance to get a clearer read on what the market is prioritizing...and how to stay ahead of it.
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
Oracle NetSuite vs. Sage Intacct
Choosing between Oracle NetSuite and Sage Intacct is a defining decision in how your finance function grows and operates.
While both platforms are cloud-native and built for modern finance teams, they diverge in meaningful ways. From system architecture to reporting flexibility to how they handle complexity over time, each has unique attributes that could be beneficial for your company. Those differences can shape everything from day-to-day workflows to long-term scalability.
Join us as a panel of experts offers a clear, real-world comparison. You’ll hear where each platform excels, where tradeoffs tend to show up, and how finance teams are thinking about these decisions today.
What we’ll cover:
- Key differences in how NetSuite and Intacct support finance workflows
- How each platform scales across entities, reporting, and integrations
- What finance teams wish they understood earlier in the evaluation process
For CFOs and finance leaders evaluating their next move, this is an opportunity to get a practical, experience-driven perspective that goes beyond product positioning.
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
Unlocking QSBS: Tax Advantages and Valuation Considerations
QSBS can unlock a massive tax benefit. Yet most teams only realize what they missed when it is too late to fix.
Join valuation experts virtually for a session built for finance leaders who want to get ahead of the irreparable damage. We’ll unpack how the QSBS rules really work in practice, where companies commonly trip over eligibility, and how valuation and the “gross assets test” can quietly make or break the outcome.
You’ll walk away with a clearer view of when QSBS is on the table, what could put it at risk, and how to turn a complex rule set into a tangible planning opportunity for your company and shareholders.
Unlocking QSBS: Tax Advantages and Valuation Considerations will be held virtually on Tuesday, May 12th, from 4:00 pm - 6:30 pm Pacific.
FEISV Members & Partners, and Other FEI 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
- 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
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]
40th Anniversary Party: Pillsbury Winthrop Shaw Pittman LLP Invites FEI Silicon Valley Members to Attend
Pillsbury Winthrop Shaw Pittman LLP invites FEI Silicon Valley members to join them in their new Palo Alto office for an evening of conversation, connection, and celebration. This is a chance to get to know one of our Platinum Partners in a relaxed setting, meet their team, and hear more about their work with companies across the Valley as they mark their fourth decade in the region.
Guests will enjoy local favorites from Ettan, Fuki Sushi, and Naschmarkt while networking with fellow senior finance leaders and Pillsbury professionals. We hope you will take advantage of this opportunity to deepen your relationship with a key FEI partner and spend time with peers in a warm, welcoming environment.
Pillsbury's 40th Anniversary will be held at Pillsbury - Silicon Valley in Palo Alto on Wednesday, April 15th, from 5:00 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Registration: Here
The Big Switch: Weighing the Costs of Converting a C Corp to an S Corp
Operating as an S corporation can be a powerful tool, often helping small businesses reduce their federal employment tax burden, a major win for your bottom line. But before you leap from a C corporation (C Corp) to an S corporation (S Corp), there are hidden tax landmines that can make the transition costly if you’re not prepared.
Converting is not just a form filing; it’s a fundamental change with lasting tax consequences.
You can’t simply decide to be an S Corp; you must fit the blueprint established by the IRS. If your business fails certain core requirements, the switch is a non-starter.
Learn more. Read The Big Switch: Weighing the Costs of Converting a C Corp to an S Corp via our Gold Partners at Sensiba.
FEISV Member of the Week
Roy Nakamura is a former senior corporate executive who, in 2002, after nearly 25 years in Silicon Valley high tech, went into entrepreneurship. Since then, Roy has formed and successfully operated three companies, most recently in boutique internet marketing. For CFOs (or business leaders) feeling a little confused about internet marketing, check Roy's book "The CFO's Guide to Demystifying Internet Marketing."
Roy earned a Bachelor of Science in Industrial (General) Engineering from the University of Illinois at Urbana-Champaign. He earned an MBA in Business Administration with a concentration in Finance from the University of Chicago.
FEISV Partner of the Week
Sensiba's global accounting, tax, governance, risk, and compliance, and consulting services help businesses and people solve problems, establish trust, and build a foundation for sustainable growth. Independent and partner-owned, they’re a top-75 U.S. firm with a global footprint, maintaining operations across the Americas, Europe, Australia, and beyond.
Experts at Sensiba are passionate about collaborating with clients to increase efficiency, mitigate risk, and embrace emerging opportunities. As a certified B Corp, Senisba fosters a culture where people, families, and communities thrive. They support their clients' international accounting and tax needs as a member of Morison Global.
For more information, visit Sensiba.com.
CONTACT:
Kevin Shives
Partner, Sensiba
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
