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

04/21- 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
04/28 - The Lease Negotiation Playbook: A Smarter Renewal Strategy with Fewer Risks (Virtual) | FEI
04/30 - The AI Ready Finance Function Five Steps from Foundation to Impact (Virtual) | FEI
05/07 - AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI (Virtual) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI

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Latest Trends in FEI

Finance leaders are under increasing pressure to drive efficiency while managing risk and supporting business growth. Yet many organizations still treat all company spending the same, even though different types of spending carry very different levels of risk, complexity, and opportunity.

Join us for a conversation that will focus on real operational lessons from scaling companies across Silicon Valley and the systems and processes finance leaders are putting in place to support smarter growth.

In this discussion, finance leaders will explore why vendor spend has become the most strategic category of spend for modern organizations. Unlike payroll or employee expenses, vendor spend is highly cross-functional, negotiable, and often represents one of the largest controllable cost centers in the business.

Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control will be held at Zip in San Francisco on Tuesday, May 26th, from 4:30 pm - 7:30 pm Pacific.

FEISV Members & Partners, and FEI San Francisco Members: Free   |     Other FEI Members & 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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Audit Fees Hold Firm, Relationships Are Evolving, and Financial Leaders See Room for More

The 2024 audit cycle was, by most measures, operationally stable. Fees held relatively steady. No major regulatory disruptions upended the profession mid-year. What FERF’s 16th Annual Audit Fee Survey and Insights Report captures is both the steadiness of that moment and a profession's growing appetite for greater clarity, communication, and strategic engagement.

The report draws on 95 survey responses from FEI Members across finance, accounting, governance, and audit roles, as well as a new benchmark analysis of FY2024 audit fee disclosures for approximately 470 S&P 500 companies. What emerges is a picture of a profession that is stable yet evolving: fees are substantial and concentrated and tied to underlying complexity, AI is entering the audit workflows in targeted and measured ways, and finance professionals – many in long-standing audit relationships – are increasingly focused on how communication and transparency can unlock more value from those engagements.

Learn more. Read Audit Fees Hold Firm, Relationships Are Evolving, and Financial Leaders See Room for More via FERF.

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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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AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI

Traditional forecasts fail because they rely solely on historical financial trends and disconnected data. While drilling into operations for early indicators is expensive and time-consuming, modern business demands real-time adaptation.

AI built from the ground up for financial intelligence—not just bolted on—is the catalyst for this transformation. Join FEI virtually to see how an AI-native platform revolutionizes your financial processes.

Experts will demonstrate how purpose-built AI empowers your team to move from endless email chains to automated, accountable workflows.

This session explores how AI-powered financial planning turns static models into dynamic, weekly re-forecasts, giving you the confidence to drive organizational performance and protect board credibility.

AI-Powered Performance Planning: Eliminating Uncertainty in Financial Planning with AI will be held virtually on Thursday. May 7th, from 8:00 am - 9:00 am Pacific.

FEISV & Other FEI Members: Free     |     Registration: Here

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How Leading CEOs and CFOs Are Treating Portfolio Reviews as Core Strategy

CEOs and CFOs face many strategic challenges created by today’s volatile business environment. In our view, portfolio reviews are an underused tool that can help executives be more agile and decisive in their response to those challenges. The portfolio review process is no longer just about improvement — it’s about allocating the next dollar efficiently, increasing competitiveness and driving value creation at enterprise scale.

Yet too many organizations still view portfolio reviews as a backward-looking, check-the-box corporate chore. A PwC study, The power of portfolio renewal and the value in divestitures, found that only 39% of companies have a robust, data-driven objective process for portfolio review. That means most companies operate on legacy assumptions, misallocating capital and leadership attention to businesses that may be strategically challenged.

Learn more. Read How Leading CEOs and CFOs Are Treating Portfolio Reviews as Core Strategy 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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