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

04/28 - 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
05/12 - How CFOs Use AI and Precision Care to Manage Spend (Virtual) | FEI New York
05/12- The CFO's Cash Modeling Playbook: Moving from Static Forecasts to AI-Powered Scenario Planning (Virtual) | FI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI
05/21 - The Future of Finance and Accounting: AI, Automation, and the New Operating Model (Virtual) | FEI

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Latest Trends in FEI

Join us this Tuesday for a timely conversation with leading investors and operators on how AI is redefining the financial and operating metrics behind today’s most valuable SaaS businesses.

As AI reshapes growth efficiency, retention, margin durability, ROI, and cost structures, investors across venture capital, private equity, and public markets are updating how they evaluate performance. This panel will unpack how expectations are evolving and what it means for SaaS companies integrating AI into their products, pricing, and operations.

Designed for CFOs and finance leaders, this session offers practical insight into how top investors assess AI-driven SaaS companies and how finance teams can better measure, communicate, and strengthen their value story in a rapidly shifting market.

You’ll come away with a clear understanding of how AI is reshaping SaaS business models, how leading companies are adapting, and which metrics matter most for finance leaders right now.

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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The Lease Negotiation Playbook: A Smarter Renewal Strategy with Fewer Risks

Have you ever felt like lease renewals sneak up on you? Well, join FEI for a webinar as experts walk you through a smarter approach. We will show you how to take control, using your lease data not just to negotiate better terms, but to benchmark against others in the industry.

You will find out how to build flexibility into your deals and avoid those surprise costs that nobody wants. It is all about using what you have, your lease portfolio and timing, to walk into renewals with confidence.

Identify where you have real leverage in renewals based on timing, landlord concentration, and portfolio size. Spot the commercial lease terms most likely to create surprise costs and negotiation risk. Use lease administration data to organize the portfolio and support negotiations with clear benchmarks.

The Lease Negotiation Playbook: A Smarter Renewal Strategy with Fewer Risks will be held virtually on Tuesday, April 28th, from 10:00 am - 11:00 am Pacific.

FEISV & Other FEI Members: Free     |     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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The Evolution of the Finance Function: Why Financial Leaders Must Act Now

Today’s financial leaders are no longer measured by how quickly they report numbers. They are expected to shape strategy, drive transformation, and guide enterprise-wide decision-making.

Yet, a significant gap remains. While CFOs are expected to lead strategy, many still spend limited time doing so. The report reveals that 68% of CFOs spend 40% or less of their time on strategic activities, underscoring a disconnect between expectations and execution.

Learn more. Read The Evolution of the Finance Function: Why Financial Leaders Must Act Now via FEI Daily.

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Financial Officers Forum - 1 Week Away

The next Financial Officers Forum (FOF) is just one week away—and it’s shaping up to be one you don’t want to miss. Join fellow financial leaders for a focused, high-value conversation on the challenges and opportunities shaping today’s financial landscape. From emerging trends to practical strategies you can apply immediately, this session is designed to deliver insights that matter.

Beyond the discussion itself, the FOF offers a rare chance to connect with peers facing similar pressures and priorities. Whether you’re looking to benchmark your approach, gain a fresh perspective, or strengthen your network, this is time well spent. Secure your spot now and be part of the conversation.

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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What Is Procurement Orchestration? The Complete Guide to Unifying Intake-to-pay

Procurement at many companies feels like a black box. Employees face opaque approval cycles and disjointed systems, so they bypass formal channels entirely, leading to unchecked rogue spend and serious compliance risks.

Procurement orchestration solves this by replacing the confusion of siloed legacy tools with a single, intelligent workflow that spans the entire intake-to-pay lifecycle. And with purpose-built AI agents now embedded directly into that workflow, leading organizations are automating the manual tasks that used to slow everyone down.

In a new guide by Zip, experts will break down how procurement orchestration works, how AI accelerates its impact, and the signs that your organization is ready for a dedicated platform.

Learn more. Read What Is Procurement Orchestration? The Complete Guide to Unifying Intake-to-pay 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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