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

AI is rewriting the rules of SaaS. Are you ready to lead the new financial playbook? The metrics that have defined SaaS success for the past decade, such as growth efficiency, retention, and margin durability, are being upended. AI is reshaping valuation, cost structures, and investor expectations faster than most finance teams can model it.

Join us one week from today as an expert panel of top investors and operators partakes in a high-stakes conversation built for CFOs and finance executives on the front lines of transformation. Discover how AI is forcing a full rethink of what “good” performance looks like, where traditional SaaS metrics are breaking, and how finance leaders can stay ahead of investors’ new standards.

You’ll walk away with clear insight into how capital providers are redefining performance in the age of AI. Leave knowing how to measure, communicate, and defend value creation in a market that’s moving faster than ever.

If you lead finance for a SaaS or AI-driven company, this is the conversation you can’t afford to miss.

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 4:30 pm - 7:30 pm Pacific.

FEISV Members & Partners, and FEI San Francisco Members: Free     |    Non-Members: $135     |     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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Play In A Scramble Golf Tournament for a Good Cause: No Experience Needed!

A scramble tournament is golf’s most beginner-friendly format, and it’s built for fun, teamwork, and conversation—not scorekeeping anxiety. Join in on a time-honored tradition and a fun day of golf at the 27th Annual Scholarship Golf Tournament, presented by Robert Half & FEI Silicon Valley!

Everyone in your foursome hits a shot, the group picks the best ball, and then you all play from there, repeating that process until the hole is finished. That means you’re never “holding anyone back." The team always moves forward from the strongest shot, and newer golfers can relax, enjoy the day, and still contribute.

Scrambles are a staple for charity and corporate outings because they create an easy, social environment where players of all levels can participate on a level playing field.

For finance executives, that format is ideal. You get a few hours outside the boardroom to build relationships, talk shop between shots, and experience your peers in a more human, low-pressure setting. Because the structure is collaborative, you can learn the rhythm and etiquette of golf in real time, without the spotlight on every swing.

If golf has ever felt like a “missing skill” for future business deals or client entertainment, a scramble is the perfect way to learn the game, quietly build confidence, and start saying yes to more invitational rounds. By the end of the day, you’ll have stories, new connections, and a stronger golf comfort level you can carry into future networking and deal-making.

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: How to Choose

Selecting between NetSuite and Sage Intacct shapes everything from reporting structure to global expansion. Both platforms are powerful, but they’re built differently...and those differences show up quickly as your organization grows more complex.

Join us as a panel of experts brings those distinctions into focus through a practitioner-led lens. You’ll get a clear breakdown of how each system is designed, where it performs best, and how it supports organizations across industries like SaaS, manufacturing, nonprofits, and professional services.

The discussion covers the areas finance leaders care about most: Multi-entity consolidation, dimensional reporting, integrations, and global readiness—along with a practical look at which AI capabilities are delivering value today. You’ll also gain perspective on emerging ERP platforms and how teams are approaching phased adoption across accounting, planning, and forecasting.

If you’re evaluating an ERP or planning for your next stage of growth, this session will help you move forward with clarity.

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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Make Connections at the Financial Officers Forum

At the Financial Officers Forum, senior finance leaders skip the trial-and-error phase entirely. This is a working session where CFOs, Controllers, and Finance VPs bring active challenges to the table and leave with solutions already pressure-tested by peers who’ve been there.

Instead of researching vendors, validating strategies, or second-guessing implementation paths, you get immediate insight from professionals who have already navigated similar decisions. Whether it’s selecting accounting systems, structuring compensation, or handling complex audit scenarios like ASC 606, you have a soundboard you can trust.

What makes FOF different isn’t just the experience in the room. It’s the efficiency. You’re not starting from scratch. You’re accelerating past it.

Each session is shaped by participant-submitted topics, ensuring the discussion stays relevant, practical, and rooted in what’s happening right now across multiple organizations and industries.

If you’re looking to compress decision timelines, reduce risk, and move forward with greater confidence, this is where that happens.

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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The Executive Guide to AI Contracting

Buy-side contracts are the silent risk hiding in plain sight. Procurement too often is stuck doing legal work they were never trained for, while legal is buried under low-value reviews they shouldn't have to touch. And the business pays for it in time, in dollars, and in exposure nobody sees coming.

Discover why poor contract management quietly erodes an average of 11% of annual contract value and how AI is reversing the trend. Determine how AI agents are doing the manual grunt work that's been grinding procurement and legal teams down for years!

Learn more. Read The Executive Guide to AI Contracting via our Marquee Partners at Zip.

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FEISV Member of the Week

Emily Ingoglia 

Emily Ingoglia is a member of Rooled, as part of their CFO Services Team. She joined a financial consultancy firm to provide fractional CFO/FP&A services to start-ups in various industries. Emily has deep strategic finance experience, most recently serving as Strategic Finance & Administration Lead for a non‑profit cat rescue, where they built the organization’s first budget and forecast.

Before that, Emily spent over 16 years in progressively senior strategic finance roles at Fulcrum BioEnergy, specializing in FP&A, cash management, and complex multi‑year forecasting.

https://www.linkedin.com/in/emily-ingoglia/

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FEISV Partner of the Week

Zip is a leading procurement orchestration platform that helps modern finance and procurement teams bring order, control, and speed to purchasing. We work with fast-growing mid-market and enterprise companies to centralize intake, approvals, sourcing, and purchasing—without slowing the business down. By connecting employees, finance, procurement, and vendors in one intuitive workflow, Zip helps organizations reduce risk, increase visibility, and operate more efficiently.

Designed for today’s finance-led organizations, Zip integrates seamlessly with ERPs and finance systems to enforce policy, improve compliance, and unlock real-time spend insights. Our customers rely on Zip to scale responsibly, empower stakeholders, and transform procurement into a strategic advantage. Whether supporting finance teams through periods of rapid growth, increased scrutiny, or operational complexity, Zip is committed to helping leaders drive smarter decisions and better outcomes.

Jordan Grant
Director of Partnerships, Commercial
Zip
[email protected]
253-341-2825
LinkedIn: linkedin.com/in/jordanlgrant

Jonathan Hess
Zip
Strategic Account Executive
[email protected]
https://www.linkedin.com/in/jonathanthess/

Andy Creach
Zip
Strategic Sales Leader
[email protected]
https://www.linkedin.com/in/andycreach/

https://ziphq.com/

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