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
08/19 - FEISV TopGolf & Social

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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 Friday for a highly selective conversation reserved for senior finance leaders who are actively shaping strategy across organizations.

The Financial Officers Forum is a closed-door, peer-driven, virtual exchange designed for CFOs, Controllers, and VPs of Finance who bring real client challenges to the table and expect equally real solutions in return. This quarterly session brings together experienced professionals for a focused exchange of ideas, challenges, and solutions drawn directly from active client work.

Each conversation is grounded in real-world application, with participants contributing perspectives, approaches, and lessons learned from the field. The result is a dynamic environment where insight is immediate, relevant, and directly applicable.

As a long-time FEI Member, Ed Schaffer shares, FOF offers “an invaluable opportunity to both learn from others and share my own lessons in practical contexts." According to Ed, FOF is "one of the most valued experiences within FEI."

See what the FOF has to offer for yourself. Join us this Friday!

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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Welcome to New FEISV Members

FEI Silicon Valley is represented by a diverse group of talented financial executives who are shaping the future of finance daily. We are so grateful for the many forward-thinking minds that comprise this Chapter. It brings us great pleasure to see this community continue to grow.

Please join us in welcoming the newest Members of FEI Silicon Valley:

• Cristina Alamo, Senior Director, Finance Revenue Platforms, Google
• Memet Aytolu, Senior Director, Global FP&A, Barracuda Networks
• Michelle DeBella, CFO
• Uday Devasper, CFO, Stardust Power
• Blake Gandrup, Project Finance & Corporate Development, Fortera Corporation
• Kevin Heltich, CFO, QuantumScape
• Joseph Montes, Assistant Controller, Synaptics, Inc.
• Kavitha Nalla, CFO, Eltropy, Inc
• Harish Kumar Sivakumar, Director of Finance, embedUR systems

We look forward to getting to know you during our many virtual and in-person events this year and beyond!

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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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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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Unlocking QSBS: Tax Advantages and Valuation Considerations

Join us virtually for a must-attend session designed for finance professionals looking to sharpen their edge on one of the most powerful (and often misunderstood) tax advantages available today: Qualified Small Business Stock (QSBS).

Led by experienced experts in the field, this session delivers a clear, practical breakdown of how QSBS works, what it takes to qualify, and where the most valuable planning opportunities exist. You’ll gain insight into both corporate-and shareholder-level requirements, along with guidance to help you navigate complexity and avoid costly missteps.

The discussion also dives into critical valuation considerations, including how the gross assets test is applied and how to properly establish QSBS tax basis when contributing assets from an LLC to a C-Corporation...areas where expert perspective can make a meaningful difference.

If you’re advising clients, structuring entities, or looking to maximize tax efficiency, this is essential learning you can immediately put into practice.

Unlocking QSBS: Tax Advantages and Valuation Considerations will be held virtually on Tuesday, May 12th, from 12:00 pm - 1:15 pm Pacific.

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

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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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Careers at SOAProjects: Find Your Next Opportunity

Our Platinum Partners at SOAProjects are hiring, and this is an opportunity worth exploring if you're ready to advance your career at a firm that's been recognized as the No. 1 Best Place to Work in the Bay Area.

SOAProjects recruits driven professionals from Big4 and large accounting firms, offering a culture that balances entrepreneurship with collaboration, high performance with quality of life. With 270+ professionals averaging 12+ years of experience and a 95% full-time employee retention rate, this is a team built on loyalty, trust, and shared success.

What makes SOAProjects different? They empower employees to manage their own schedules through a formal flex work program, celebrate milestones with champagne and annual appreciation BBQs hosted by firm partners, and foster a family-like atmosphere where more than 50% of employees have been with the firm for over five years.

The firm offers comprehensive benefits, generous base compensation, multiple incentive bonus plans, continuous training through in-house sessions and Big4-sponsored CPE, and professional certification support.

Current openings include Senior Manager - Technical Accounting, Manager - SOX IT Audit, and Senior Associate - SOX IT Audit. If you're looking for Big4 caliber work with a firm that genuinely invests in its people, this is worth submitting your resume for.

Learn more about SOAProjects' job openings.

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FEISV Member of the Week

Manpreet Grover

Manpreet Grover is the Managing Partner and CEO at SOAProjects. She is a Past FEI Silicon Valley President and is the Chair for our annual Women CFOs of the Year Awards ceremony.

She has been recognized for her leadership and impact with several prestigious honors, including the 2019 Women to Watch Award for Experienced Leader, the 2016 Women of Influence honoree distinction, and the 2014 Businesswomen of the Year Award.

https://www.linkedin.com/in/manpreetgrover/

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FEISV Partner of the Week

SOAProjects, Inc is a fast-growing leading professional advisory firm with service offerings supporting clients through all stages of the business life cycle; from VC-backed / early stage, to Series B and later rounds of Preferred Stock, through successful IPO (or acquisition) and post-IPO, making SOAProjects the CFO`s first choice.

SOAProjects delivers a comprehensive suite of services, with expert assistance in:

- Technical accounting, IPO & Financial Reporting,

- Equity administration & accounting,

- SOX Compliance & Internal Audit,

- IT Risk & Compliance,

- ERP Advisory– NetSuite,

- Cybersecurity & Privacy Risk,

- RPA & Data Analytics,

- Direct Hire and Interim Operational Accounting Support, and

- Start Up Services – Bookkeeping, Tax Compliance, and CFO/Backoffice support

SOAProjects’ dedicated team of experts deliver exceptional results, by applying a client-centric approach that leads to customized solutions that address each organization’s unique needs.

CONTACTS:

SOAProjects contact in SF Bay Area:

Manav Singh
Founding Partner
(650) 771-6662
[email protected]

Yuko Wakasugi
Partner in Charge – Technical Accounting & IPO Services
(415) 309-6086
[email protected]

Joe Talley
Sr Partner – Technical Accounting & IPO Services
(408) 621-2947
[email protected]

Robert (Bob) Strasser
Sr Partner – SOX & Internal Audit
(408) 396–6170
[email protected]

www.SOAProjects.com
Phone: 650.960.9900
Fax: 650.960.2400

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