FEISV Chapter Newsletter | May 19, 2026 
FEI Silicon Valley Events
05/20 - An Exclusive Wine Tasting Experience | Acrisure
06/02 - IPO and Audit-Ready Finance: Controls, Metrics, and the Story Investors Will Scrutinize | PwC
06/04 - 27th Annual Scholarship Golf Tournament Hosted by Robert Half & FEISV
07/24 - Financial Officers Forum (Virtual)
08/19 - FEISV TopGolf & Social
Partners & Other Chapter Events
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
05/28 - Putting AI and Analytics to Work in Finance (Virtual) | FEI
05/28 - From Adoption to Impact: Driving Reporting Value with AI (Virtual) | FEI
06/04 - Q2 2026 Quarterly Accounting Webcast (Virtual) | PwC
06/04 - Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them (Virtual) | BPM
Latest Trends in FEI
An audit or IPO is a full enterprise-level stress test with real consequences for valuation, credibility, and the company’s next chapter. Investors, regulators, and boards expect accurate, timely reporting, durable controls and governance, and a clear, defensible growth story supported by reliable operating metrics.
Join senior finance and business leaders for a candid, peer-driven conversation on what “ready” really looks like when the stakes are high. In one focused session, we will dig into practical ways to strengthen close and reporting discipline, tighten internal controls, elevate KPI and forecasting rigor, and pressure-test the narrative you plan to take to the market. You will walk away with actionable insights and a sharper roadmap to build confidence, accelerate readiness, and position your company to move decisively when the window opens.
By the end of the session, participants will be able to identify the core audit- and IPO-readiness requirements and pinpoint the highest-impact gaps in their company’s reporting, controls, governance, and operating cadence. They will be able to describe concrete steps to strengthen close, reporting, KPI, and forecasting discipline so results are timely, consistent, and defensible under investor and regulatory scrutiny.
These experts will also be able to outline and pressure-test an investor-ready narrative grounded in reliable metrics, risks, and controls, and translate it into a clear, prioritized readiness roadmap that their teams can execute.
IPO and Audit-Ready Finance: Controls, Metrics, and the Story Investors Will Scrutinize will be held at PwC in San Jose on Tuesday, June 2nd, from 4:30 pm - 7:00 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: Corpay
- Hole Sponsor: USI
- Foursome Sponsor: Bakertilly
- Foursome Sponsor: Bespoke People
- Foursome Sponsor: Flagstar
- Foursome Sponsor: Forvis Mazars
- Foursome Sponsor: PwC
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
Financial Officers Forum - This Summer
The Financial Officers Forum (FOF) is one of the most valuable perks of an FEI Silicon Valley Membership. This exclusive, virtual forum brings together CFOs, Controllers, and senior finance leaders for a candid, off-the-record exchange on what’s happening right now across their client work.
No presentations. No fluff. Just real conversations, real challenges, and real solutions, all shared in a confidential, peer-driven setting.
You’ll get direct insight into what consulting CFOs are seeing across industries, plus practical ideas you can apply immediately. Recent conversations have covered everything from SaaS metrics and ASC 606 audits to board compensation and PEO strategy. Plus, AI is always a topic of interest when we get together.
Come ready to engage, share, and talk out your thinking with experienced peers. When you register, submit a question you want answered, and help shape the conversation!
Financial Officers Forum will be held virtually on Friday, July 24th, from 12:00 pm - 1:15 pm Pacific.
FEISV Members & Partners, Other FEI Members, and Non-Members: Free | Registration: Here
How to Use Trusts to Gift Shares of a Family Business
Creating a Trust has tax implications, but they can be advantageous if used in the right way.
When looking at a typical family-owned business, the senior shareholders may want to pass on ownership of some or all of the shares to the next generation, but are reluctant to do so because the next generation lacks the skills and experience to actively be involved in the business, making decisions. Transferring the shares into a Trust can help with the transition because the transferor can become a Trustee, allowing them to continue making the important business decisions while at the same time allowing the beneficiaries to enjoy the financial upside of the share ownership.
Trusts can also protect the family business from a divorce in a bad marriage and wayward children, and allow the shares to remain in the trust to benefit future generations.
Learn more. Read How to Use Trusts to Gift Shares of a Family Business via our Gold Partners at CCW Business Solutions.
FEISV Member of the Week
Blake Gandrup has over a decade of experience in finance, specializing in corporate and start-up. Blake has served as Project Finance & Corporate Development, as a direct report to the CFO for Fortera Corporation. Previous experience includes roles at Concentric Power, Inc, Fitch Ratings, and Western Alliance Bank.
Blake earned a Bachelor of Science in Business Administration, Finance from Menlo College. He received an MBA from Santa Clara University Leavey School of Business.
FEISV Partner of the Week
CCW Business Solutions helps US technology companies expand their operations globally.
As part of Crowe Global, the world's 8th largest audit, tax, and advisory firms, CCW Business Solutions leverages their global network to provide their clients with seamless service through a centralized service team, making it easy to manage multiple international locations.
Services include:
- International entity formation
- International HR services, including employment contracts, stock option agreements, and employee benefits
- International payroll services
- International accounting services
- International tax
- International compliance services
Companies they have worked with over the years have included Slack, Okta, Asana, Brightroll, ClassPass, Docker, Exabeam, Hotel Tonight, Nutanix, and Tanium.
CONTACT:
Stephen Wares
Vice President, Business Development
228 Hamilton Ave, 3rd Floor
Palo Alto, CA 94301
[email protected]
650 690 0508
https://www.crowe.com/uk/services/advisory/business-solutions/ccw-business-solutions
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
