FEISV Chapter Newsletter | May 05, 2026 
FEI Silicon Valley Events
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
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
06/04 - Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them (Virtual) | BPM
Latest Trends in FEI
The ERP decision you make in 2026 will shape your finance operating model for the next decade. This Thursday, join “A CFO’s Guide to Selecting the Right ERP Solution with Oracle NetSuite vs. Sage Intacct.
This panel will feature a fast-paced, practitioner-led discussion built for CFOs and senior finance leaders comparing Sage Intacct, Oracle, and emerging AI-native ERP platforms.
Experts from our Gold Partners at BPM will cut through vendor hype and unpack:
- The core design philosophy behind each option (Finance-first best-of-breed, unified enterprise suite, or AI-native) and which types of organizations they’re truly built to serve.
- Whether each platform can actually deliver real-time dimensional reporting and multi-entity consolidation without a shadow spreadsheet universe.
- What AI can do for finance today, what’s still on the roadmap, and when it’s smart to consider AI-native ERPs versus proven platforms.
You’ll walk away with a clear, board-ready framework to make a confident, defensible ERP decision. Join the discussion this Thursday and bring your toughest ERP questions.
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
Unlocking QSBS: Tax Advantages And Valuation Considerations - Next Week!
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
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
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]
Select Sponsorship Opportunities Still Available: 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:
- Tournament Sponsor: Robert Half
- Special Gift Sponsor: Janice Berthold | Heffernan Insurance Brokers
- Beverage Cart Sponsor with Foursome: SOAProjects
- Swag Bag Sponsor with Foursome: Alliant Insurance Services
- Air Cannon Sponsor with Foursome: RSM
- Closest to the Pin Sponsor: Fifth Third Bank
- Casino Hole: Insperity
- Hole Sponsor: Andersen
- Hole Sponsor: Cellotape
- Hole Sponsor: USI
- Foursome Sponsor: Forvis Mazars
- Foursome Sponsor: Flagstar
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
Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control
Finance leaders are under intense pressure to squeeze more efficiency out of every dollar, manage escalating risk, and still support aggressive growth targets. At the same time, most companies still treat all spending the same, even though some spend categories are far more complex, negotiable, and strategically important than others.
Join us for a networking session where you’ll hear real operational lessons from scaling companies across Silicon Valley and the systems and processes modern finance leaders are putting in place to support smarter, more resilient growth.
Unlike payroll or employee expenses, vendor spend is cross-functional, heavily negotiable, and often one of the largest controllable cost centers in the business. The finance leaders who get this right are using it as a primary lever to improve margins, reduce risk, and fund growth — without knee-jerk headcount cuts. You’ll walk away with concrete ideas you can apply in your next quarter, not just theory.
Not All Spend Is Equal: Why Vendor Spend Is the CFO’s Biggest Lever for Margin and Risk Control will be at Zip in San Francisco on Tuesday, May 26th, from 4:30 pm - 7:30 pm Pacific.
FEISV Members & Partners, and FEI Sacramento Members: Free | Other FEI Members & Non-Members: $135 | Registration: Here
Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them
Getting to IPO is only half the challenge. For life sciences companies, the financial, operational, and governance decisions made today directly shape valuation outcomes tomorrow – and the gaps that go unaddressed can delay your timeline or create drag when it matters most.
Join BPM for Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them, where their experts will cover the checklist and dive deeper into the following:
- How to clean up your cap table before it becomes a dealbreaker
- What to fix in your convertible notes and instruments before diligence
- How to get your ASC 718 compliance right the first time
- Why a strong valuation position is your best defense in diligence
Walk away with a practical framework to assess where your company stands today, identify the risks that could derail your timeline or valuation, and build a clear roadmap to get IPO-ready before advisor decisions and valuation targets are locked in.
Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them will be held virtually on Thursday, June 4th, from 10:00 am - 10:50 am Pacific.
FEISV Members & Partners: Free | Reigstration: Here
FEISV Member of the Week
Audie Chang has over 30 years of financial management experience working with public and private companies in SaaS, biotech, semiconductor, wind energy and consumer electronics as CFO, Corporate Controller and Consultant.
He served as a finance and accounting consultant with pre/post IPO companies Velodyne Lidar, Livongo Health and Pattern Energy, all had successful public offerings at billion-dollar valuations. Audie holds an MBA from NYU Stern School of Business and became a licensed CPA while working with Deloitte Touche in New York City.
Significant consulting experience at technology companies includes eGain, CareDx, Broadvision, Aliph/Jawbone, Silicon Image, Micrel Semiconductor, Lyris, Fly Leasing, Electronic Arts, and Western Digital (Komag).
Audie earned a Bachelor's Degree in History and Theater at Binghamton University. He received an MBA in Finance and Accounting from NYU Stern School of Business.
FEISV Partner of the Week
BPM, the largest California-based accounting and consulting firm, offers tax, business consulting, wealth management, and audit services across a wide spectrum of industries, from offices in San Francisco, Menlo Park, San Jose, Walnut Creek, Stockton, and Santa Rosa, in Northern California. BPM also has offices in Southern California, Washington, and Oregon. The Firm has over 500 professionals and is locally owned, with a strong foundation of environmental, social, and philanthropic stewardship.
CONTACT:
Winny Wong
Partner
[email protected]
https://www.bpm.com
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
