FEISV Chapter Newsletter | May 22, 2026

FEI Silicon Valley Events

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

05/28 - 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 - 06/05 - 44th Annual SEC and Financial Reporting Conference (In-Person & Virtual) | FEI
06/04 - Preparing for IPO: Financial and Valuation Risks for Life Sciences Companies and How to Address Them (Virtual) | BPM
06/09 - AI in Action: Building A Modern, High-Scaling Finance Function (Virtual) } FEI

Latest Trends in FEI

An audit or IPO requires more than having the right numbers in place. Companies are expected to explain how their results, forecasts, and risks connect, and to show that their reporting and controls consistently support that explanation.

Join finance and business leaders for a focused discussion on how to build and support an investor-facing narrative using reliable data. This session will look at how KPIs, forecasts, and internal controls align with the story presented to investors, regulators, and the board.

We will cover ways to spot gaps between what the business is reporting and what it is claiming, and how to address those gaps before they become issues during diligence. The discussion will also explore how teams can create consistency across reporting, operations, and leadership communication.

Participants will leave with a clearer understanding of how to evaluate their current narrative, how to confirm it is supported by accurate and consistent metrics, and how to make adjustments so it holds up under review.

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

44th Annual SEC and Financial Reporting Conference

The pace of change is accelerating. Stay ahead of it.

Presented by the University of Southern California SEC and Financial Reporting Institute and Financial Executives International, the 44th Annual SEC and Financial Reporting Conference is where financial reporting leaders come to get clarity, direction, and an edge.

This is not a passive event. It is where regulators, standard setters, and industry decision-makers align on what is coming next—and what it means for you.

Hear directly from the SEC, FASB, and PCAOB. Understand the shifts before they impact your organization. Walk away with insight you can act on immediately.

Join us in person or online to:

Gain direct access to regulatory leaders and decision-makers
Get ahead of emerging trends and policy changes
Strengthen your approach to compliance and strategy
Build connections with peers influencing the future of the profession

Register now to secure your place in person or virtually at the center of the conversations shaping business, accounting, and regulatory policy.

44th Annual SEC and Financial Reporting Conference will be held virtually AND in-person at Town and Gown Ballroom, USC Campus in Los Angeles, on June 4th and 5th.

FEISV & Other FEI Members: $1,095 | Unlimited Company Registration -Hybrid: $5,995 | Unlimited Company Registration - Online: $4,995 | 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

Your Leadership Pipeline Won’t Build Itself: Why Executive Sponsorship Matters Now

Financial leaders across the profession are facing a familiar tension: the need for strong leadership bench strength alongside growing operational complexity, talent constraints, and succession risk. While the conversation around the finance talent pipeline often focuses on hiring and technical capability, the more pressing issue is whether organizations are actively preparing their people to step into leadership roles when the business needs them most.

Executive sponsorship accelerates leadership readiness by ensuring high-potential professionals receive structured development before succession pressure arrives.

Learn more. Read Your Leadership Pipeline Won’t Build Itself: Why Executive Sponsorship Matters Now via FEI Daily.

Do You Have a Legacy Folder?

Benjamin Franklin famously said that “in this world nothing can be said to be certain, except death and taxes”, yet all too often many of us avoid planning for death leaving an unnecessary burden for our loved ones after we are gone.

During such an emotional time, a little advance planning can make life so much easier for those left behind.

Learn more. Read Do You Have a Legacy Folder? via our Gold Partners at CCW Networks.

FEISV Member of the Week

Blake Gandrup

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.

https://www.linkedin.com/in/bmg007/

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