FEI Silicon Valley Events

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

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) | FEI
05/13 - Developing Leadership Excellence through the Leader Maturity Model (Virtual) | FEI
05/17 - 05/19 - 2026 Financial Leaders Forum (San Antonio) | FEI
05/19 - AI Part 4: Auditing AI-Enabled Processes (Virtual) | 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

Finance leaders are making ERP decisions right now. And the gap between a well-aligned system and the wrong one shows up fast in reporting delays, integration headaches, and missed growth targets.

Join us this Thursday for a closed-door panel where you’ll hear how experienced operators actually evaluate NetSuite vs. Sage Intacct. They explore the pros and cons for when the stakes are real, such as multi-entity complexity, global expansion timelines, and increasing pressure to layer in AI without disrupting core finance operations.

We’ll also go beyond the usual two-platform debate. You’ll get a candid look at emerging AI-native ERP challengers like Campfire and Rillet, and when they’re legitimately worth considering versus when they’re not ready for prime time.

If your team is heading into budgeting, system renewal, or expansion planning in the next 6-12 months, this is the window to get aligned before decisions harden and implementation timelines lock in.

Seats are limited, and this conversation is designed to be highly interactive. Secure your spot now before it fills!

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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FERF 16th Annual Audit Fee Survey and Insights

FERF's 16th Annual Audit Fee Survey and Insights Report is based on 95 survey responses from FEI Members across finance, accounting, governance, and audit roles, representing private companies, nonprofits, public entities, and government agencies. The survey and additional qualitative interviews were conducted from September 2025 through January 2026.

The report also benchmarks external audit fees for approximately 470 S&P 500 companies, using FY2024 data as reported by more than 4,000 SEC filers extracted from the Calcbench financial data platform (proxy-based audit fee disclosures). The analysis emphasizes median-based statistics, scale-adjusted fee intensity, and auditor segmentation to support professional benchmarking and interpretation.

Learn more. Read the FERF 16th Annual Audit Fee Survey and Insights.

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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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Keeping Pace With IT & Technology Transformation

As AI accelerates technology transformation in TMT, finance leaders must align innovation with data integrity, governance, and security to enable scalable growth, manage risk, and support faster, more confident strategic decisions.

Technology transformation is the top strategic priority for many US business leaders, according to the C-Suite Barometer: Executive Leadership Insights in the US report from our Gold Partners at Forvis Mazars. And more of them are acting rather than waiting, with real financial consequences. Most US leaders indicated they expected an increase in revenue this year, only slightly down from what they forecast for 2025 and 2024. Medium and large companies in the technology, media, and telecommunications (TMT) sector reported some of the highest revenue growth expectations among US sectors.

The TMT sector is typically challenged to adopt the next biggest technology. Companies that do not try to implement new technologies risk being left behind. Explore how finance leaders, particularly in the TMT sector, must balance innovation, governance, workforce change, and capital discipline to succeed.

Learn more. Read Keeping Pace With IT & Technology Transformation via FEI Daily and our Gold Partners at Forvis Mazars.

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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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