FEISV Chapter Newsletter | May 26, 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 does not fail because teams lack effort. It fails because gaps go unseen until they are exposed. Join us at PwC for IPO and Audit-Ready Finance: Controls, Metrics, and the Story Investors Will Scrutinize.
With scrutiny rising and timelines compressing, finance leaders are being asked to defend beyond the numbers. They must build connections between performance, forecasts, controls, and narrative, often with little room for error. The companies that move forward confidently are the ones that have already pressure-tested those connections before anyone else does.
Network with a select group of finance and business executives next week for a candid, peer-level working session on where readiness actually breaks down...and how to get ahead of it. This will be a focused discussion on where companies are getting challenged right now, what is being flagged in diligence, and how leading teams are closing those gaps before they impact valuation or credibility.
In one session, you will benchmark your own readiness against what peers are actively fixing, uncover misalignments between what your business is reporting and what it is claiming, and walk away with a clearer view of what needs attention now, rather than later.
If your organization expects to face investor or regulatory scrutiny in the next 12-24 months, this is the room to sense-check your readiness before it is tested for you.
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
A Golf Tournament Where Anyone Can Play!
The 27th Annual Scholarship Golf Tournament is where finance and business leaders step out of the usual setting and into something far more relaxed, social, and memorable. Coyote Creek Golf Club delivers wide-open views, pristine conditions, and a course layout that keeps the day moving and engaging.
The scramble format changes everything. You are not out there grinding through a round. You are part of a team, playing the best shot and moving forward together. It keeps the energy up, removes the pressure, and makes the day accessible, whether you play every weekend or have not picked up a club in years.
And that is what makes this event different.
Conversations happen naturally. People stay longer. Relationships form in a way they simply do not in a conference room or over a rushed drink. It is the kind of setting where you actually get to know the people you are talking to.
Add in one of the most scenic, well-kept courses in the region, and you have a day that feels less like a calendar commitment and more like something you are glad you made time for.
Spots are actively filling as groups lock in their foursomes. If you are planning to be part of it, now is the time to secure your spot.
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
Next Financial Officers Forum - This Summer!
The Financial Officers Forum (FOF) is a virtual, confidential, peer-level forum built for senior finance leaders who are actively advising, consulting, and operating in complex environments. There are no presentations, no panels, and no scripted content. It's just a real discussion shaped by what participants are seeing right now across their client work.
This is a Vistage-style exchange where CFOs, Controllers, and finance advisors bring current challenges to the table and work through them together. The value is is grounded in active engagements, real decisions, and unfiltered perspectives from peers navigating similar situations.
Topics evolve with the group but consistently reflect what is happening beneath the surface: how companies are approaching system decisions, structuring outsourced functions, navigating audit realities, and refining reporting in high-growth environments like SaaS.
It is a rare opportunity to step into a room where finance leaders speak candidly, share what is actually working, and compare notes without posturing or polish.
If you want a sharper perspective on what companies are dealing with right now (and how experienced operators are responding), FOF is a conversation worth being in.
Financial Officers Forum (FOF) 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
PwC’s 2026 Digital Trends in Operations Survey
There’s a gap between optimism and execution when it comes to technology investments, AI achievements, and measurable innovation in company operations. In PwC's 2026 Digital Trends in Operations Survey of 767 operations and supply chain leaders at US companies, 85% say they’re ahead of most competitors in digital transformation, yet 89% say their tech investments haven’t fully delivered the expected results.
Other key issues are posing challenges to reinventing operations.
- More than four-fifths (83%) of respondents say AI agents and automation will accelerate the breakdown of traditional functional silos. But only 27% have fully embedded an AI strategy across business units, and just 37% are comfortable assigning AI agents to execute full end-to-end processes in operations.
- While data foundations are stronger, only 30% report significant improvement in data quality and reliability, and 87% say poor data quality has hampered their progress in achieving value for digital initiatives.
- Nearly all intend to reorganize their operations, but while 94% of those with siloed or partially integrated operating structures expect to shift toward a more horizontal, networked model, only 41% of companies operate that way today.
While these challenges are real and widespread, a few companies seem to be cracking the code.
Learn more. Read PwC’s 2026 Digital Trends in Operations Survey.
FEISV Member of the Week
Sophia Choi currently serves as a Director, Finance at Interior Logic Group, Inc. Previous Senior Management experience includes roles at Samsung Electronics America and Culligan International, as well as serving as Manager for PwC, EY, and other organizations. Sophia attended Gies College of Business at the University of Illinois Urbana-Champaign, studying Accounting and Business.
FEISV Partner of the Week
PwC is a global professional services network known for delivering excellence in audit, tax, and advisory services. With a commitment to innovation and integrity, PwC helps businesses navigate complex business and financial challenges and drive sustainable growth.
CONTACTS:
Mandy Dhillon
Assurance Partner
PwC
[email protected]
Monica Nayar
West Region Leader & Silicon Valley Market Managing Partner
PwC
[email protected]
www.pwc.com
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
