FEI Silicon Valley Events

04/28 - Unlock The Metrics That Matter in an AI Driven Saas Landscape | Wells Fargo
05/01 - Financial Officers Forum (FOF) (Virtual)
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

04/15 - 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
04/22 - Semiconductors Forum: Leadership, Policy and Capital (USE CODE: FEI) | Pillsbury Winthrop Shaw Pittman
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

AI is reshaping how finance leaders define and measure efficiency. What was once seen as a cost center is quickly becoming a lever for capital reallocation. Join a candid discussion with investors and operators evaluating SaaS performance through a new lens of efficiency.

As SaaS companies reengineer operations around AI, CFOs are rethinking investment priorities, tracking not just cost savings but the ROI of intelligence itself. Hear their real-life stories of unlocking margin expansion through automation, smarter workflows, and real-time insights.

You’ll learn how leaders are rebalancing spend across GTM, product delivery, and retention. Discover how automation is creating space for higher-value financial judgment and how finance teams can position AI initiatives as engines of profitability, alongside productivity.

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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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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Oracle NetSuite vs. Sage Intacct

AI is quickly becoming the new differentiator in ERP systems, but not all platforms are building intelligence the same way. As finance leaders wrestle with tighter close cycles and rising reporting complexity, the question isn’t just “Which system scales?”—it’s “Which system learns?”

Join us for a discussion that will demystify how AI is being embedded into NetSuite and Intacct today, what capabilities are genuinely driving efficiency, and what’s still on the horizon. You’ll hear from experts who’ve tested both platforms in real-world environments and can speak candidly to what’s working and where automation still needs human judgment.

For CFOs and controllers navigating ERP modernization, this discussion surpasses a mere product comparison. It’s a look into the evolving role of intelligence in finance technology, honing in on how automation will reshape data integrity, reconciliation, and strategic insight over the next 12 months. Whether you’re evaluating a migration or optimizing your current system, you’ll walk away with clearer direction on how to future-proof your finance tech stack and position your team for smarter, faster decision-making.

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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Financial Officers Forum - 2 Weeks Away!

The Financial Officers Forum is where senior finance leaders go when they’ve outgrown surface-level conversations. This virtual space is a closed-door, peer-driven environment designed specifically for CFOs, Controllers, and Finance VPs who advise and guide organizations through complex challenges. The Vistage-style environment allows for a strategic exchange among experts who understand the stakes and speak the same language.

During FOF, participants bring real-world issues drawn from current client situations. We discuss everything from ERP transitions to equity structuring to ASC 606 audit experiences. Everyone walks away with proven solutions, referrals, and fresh insights they can apply immediately.

The discussions are candid, the takeaways are actionable, and the network you build is unmatched. If you’re ready to connect with peers who’ve solved the same problems you’re tackling now, this is where you want to be.

Financial Officers Forum will be held virtually on Friday, May 1st, from 12:00 pm - 1:15 pm Pacific.

FEISV Members & Partners, Other FEI Members, and Non-Members: Free     |     Registration: Here

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Pillsbury, AAMA & Citi: Leadership, Policy, and Capital in Semiconductors Forum

Join Pillsbury partners Allison Leopold Tilley and Matthew R. Rabinowitz for an exclusive semiconductor leadership forum bringing together AAMA members and senior decision-makers across corporate, venture and investment platforms. 

This invite-only program delivers actionable insights, peer-level dialogue and high-impact networking, and features a keynote fireside chat with Ford Tamer (CEO, Lattice Semiconductor) and Dr. David K. Lam (chairman and CEO, Multibeam Corp.; founder and first CEO of Lam Research), followed by timely discussions on M&A trends and the forces shaping the semiconductor landscape.

Hear from a distinguished and growing lineup of industry leaders, including Anush Elangovan (AMD), Daniel Mallegni (Citi), David Lam (Lam Frontier Technologies), Kevin Chen (Lam Capital), Kurt Busch (Syntiant), Sid Gupta (Samsung Ventures), Lilly Huang (Citi Private Banking), Lisa Cui (Lumentum), and Puneet Kumar (Rivos).

Pillsbury, AAMA & Citi: Leadership, Policy, and Capital in Semiconductors Forum will be held at Pillsbury Winthrop Shaw Pittman LLP in Palo Alto on Wednesday, April 22nd, from 12:45 pm - 6:30 pm Pacific.

FEISV Members: Free (Use code FEI)     |      Non-Members: $149 - $199 |     Registration: Here

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C-Suite Outlook: Executive Views on Policy, Risk, and Growth

Businesses adapted. Who's actually winning?

Even periods of radical change can start to feel normal, especially when they keep happening. US executives seem to have found their stride after more than a year of rapid policy shifts, economic uncertainty, and operational disruption. But they may risk mistaking the new business environment’s table stakes for differentiation from the competition, according to PwC’s April 2026 C-Suite Outlook, Executive views on policy, risk, and growth.

Executives are now largely positive about how their companies have responded over the past 15 months. Indeed, 90% say that their company is in a stronger position than two years ago. That is a sharp shift from May 2025, when 57% said they were missing opportunities because they couldn’t make decisions fast enough. Today, they seem to have found their footing and are moving with more confidence. But that’s only part of the story.

Learn more. Read C-Suite Outlook: Executive Views on Policy, Risk, and Growth via our Platinum Partners at PwC.

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FEISV Member of the Week

Michelle Debella

Michelle Debella is a business transformation catalyst and strategic CFO dedicated to leading transformations at scale within the tech industry. She designs, executes, and implements profitable financial models, enhances operational agility, and cultivates emerging leaders, with proven capacity to deliver outsized results in high-growth public and private companies.⁣

Previous CFO and VP experience includes roles at JumpCloud, Knock, and Lyft. Michelle earned a Master's of Accountancy in Accounting and Business/Management from Truman State University.

https://www.linkedin.com/in/michelle-debella/

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FEISV Partner of the Week

PwC is a global professional services network known for delivering excellence in audit, tax, and advisory services. With a commitment to innovation and integrity, PwC helps businesses navigate complex business and financial challenges and drive sustainable growth.

CONTACTS:

Mandy Dhillon
Assurance Partner
PwC
[email protected]

Monica Nayar
West Region Leader & Silicon Valley Market Managing Partner
PwC
[email protected]

https://www.pwc.com/

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