In this issue
FEISV Chapter Newsletter | June 09, 2026 
FEI Silicon Valley Events
07/01 - FEISV Annual BBQ - Save the Date!
07/24 - Financial Officers Forum (Virtual)
08/19 - FEISV TopGolf & Social
Partners & Other Chapter Events
06/09 - AI in Action: Building A Modern, High-Scaling Finance Function (Virtual) | FEI
06/16 - Getting Ahead of What’s Next: What Today's Regulation, Disclosure Trends, and AI Mean for Public Companies (Virtual) | FEI
06/23 - Q2 Private Company Roundtable – AI Driven Finance Transformation (Virtual) | FEI
06/23 - From Market Signals to Financial Impact: Modernizing ASC 360 Impairment (Virtual) | FEI
06/23 - Lease Modifications, Terminations, and Reassessments under ASC 842 (Virtual) | FEI
06/24 - Corporate Finance Playbook (Virtual) | FEI
06/25 - Mid-year Compliance Check and Emerging Trends (Virtual) | Reed Smith
09/12 - Back to Business: Post-Summer Compliance Priorities (Virtual) | Reed Smith
Latest Trends in FEI
Huge thanks to everyone who joined us for the 27th Annual Scholarship Golf Tournament, presented by Robert Half and FEI Silicon Valley. What a day on the course! The energy was incredible, the scenes breathtaking, and the fun never stopped.
Congratulations to our winning teams and contest champions for their outstanding play and sportsmanship.
First Place Team:
Foursome: Robert Half – Team 11A
Players: Brian Green, Todd Collier, Mark Jamati, Heinrich Von Hörsten
Second Place Team
Foursome: Forvis Mazars – Team 7A
Players: Adam Travaglione, Ricardo Martinez, Bob D’Acquisto , Ronan Kennedy
Contest Winners
Closest to the Pin
Sponsor: Fifth Third Bank
Winner: Jim Johnson, RSM
Most Accurate Drive
Sponsor: FEI Silicon Valley
Winner: Jay Fischer, Alliant
Beat the Pro
Sponsor: FEI Silicon Valley
Winner: Todd Collier, Robert Half
Air Cannon
Sponsor: RSM
Winner: Katie Kruizenga, USI
From low scores to clutch shots on the special holes, you helped make this year’s tournament one to remember and supported an important scholarship cause in the process.
We’re pulling together photos, recap highlights, and additional announcements from the tournament now. Keep an eye on LinkedIn over the next few days for updates, winner spotlights, and more moments from this fantastic event.
How to Support the FEI Scholarship Fund
If you weren’t able to make it to the 27th Annual Scholarship Golf Tournament, that’s unfortunate. But it doesn’t mean you’ve missed your chance to make an impact! The future of finance is being shaped right now by talented, driven students who need support to reach their full potential.
Through the FEI Scholarship Fund, up to 8 scholarships are awarded each year to finance and accounting students across four Bay Area colleges, with more than $774,000 distributed to date. These students are selected not only for academic excellence, but for leadership, initiative, and a clear vision for their careers.
Your support helps fund scholarships awarded during students’ critical junior and senior years and connects recipients to a powerful network. Winners and finalists automatically become FEI Rising Star members, gaining access to mentorship and ongoing interaction with senior leaders in finance.
Whether you choose to donate through the Silicon Valley Community Foundation for a charitable receipt or contribute directly as a business expense, every dollar goes toward developing the next generation of financial leadership. Even if you couldn’t attend the tournament, you can still play a meaningful role in shaping what comes next. Support the future of finance!
FEISV Topgolf & Social
Golf is where relationships are built, ideas are shared, and many business deals quietly take shape on the fairway. While the 27th Annual Scholarship Tournament wrapped up last week, you can keep the momentum going with the FEI Silicon Valley group at our August Topgolf Social.
Non-golfers will love Topgolf’s relaxed, no-pressure vibe, with easy-to-hit targets, great food and drinks, and a fun atmosphere that makes networking feel natural. It's the perfect chance to get some extra swings in before returning for next year's Tournament!
For golfers, Topgolf is a chance to work on your swing, compete with friends, and relive tournament highlights while connecting with peers in a more casual, high-energy setting. It is the perfect way to get back in the swing of things after summer and deepen the connections you started on the course.
FEISV Topgolf & Social will be held at Topgolf in Burlingame on Wednesday, August 19th, from 5:30 pm - 8:30 pm Pacific.
FEISV Members & Partners: Free | 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
Mid-year Compliance Check and Emerging Trends
The employment landscape continues to shift at a rapid pace, with employers contending with heightened regulatory scrutiny, a growing patchwork of state and local laws, the accelerating integration of artificial intelligence, and evolving workforce expectations around flexibility and fairness.
Our Gold Partners at Reed Smith developed a series that offers timely insights, practical guidance, and best practices to help HR professionals navigate these challenges and opportunities with confidence.
Experts at Reed Smith will examine significant state laws recently enacted or taking effect, identify patterns from the first half of the year, and spotlight developing issues that warrant attention in the months ahead.
Mid-year Compliance Check and Emerging Trends will be held virtually on Thursday, June 25th, at 11:00 am Pacific.
FEISV Members & Partners, and Other FEI Members: Free | Registration: Here
Latest Pillsbury's News Alerts
Our Platinum Partners at Pillsbury Winthrop Shaw Pittman LLP have recently rolled out a feed of alerts and insights that are especially relevant to FEI Members, including updates on financial services regulation, corporate transactions, regulatory compliance, and other developments affecting middle-market businesses.
- Prediction Markets and Insider Trading: Compliance Considerations
- SEC Continues to Pursue Whistleblower Agenda
- SEC Proposes Sweeping Registered Offering and Public Company Reporting Reforms: Key Takeaways and Practical Considerations
- SEC Proposes Optional Semiannual Reporting for Public Companies: Key Takeaways and Practical Considerations
Pillsbury also continues to publish issue-based client alerts and enforcement monitors that translate complex legal changes into practical takeaways for in-house finance and business leaders. For the FEI community, that means timely guidance on the kinds of legal and regulatory shifts that can affect reporting, operations, risk management, and strategic planning.
RSM Marks 100 Years of Serving the Middle Market
SAN JOSE, Calif. – June 1, 2026 – RSM US LLP (“RSM”) - the leading provider of consulting, tax and assurance services for the middle market - is celebrating its 100th anniversary, marking a century of advising middle market businesses through periods of economic, operational and technological change.
In San Jose and across the region, RSM serves companies that are helping shape the economy and drive growth across industries, reflecting the broader impact of the middle market nationwide.
A hundred years doesn't happen without extraordinary people — both within our walls and across the businesses we've been honored to serve," said Ahmad Ejaz, RSM Bay Area Market Leader. "Our deepest pride comes from standing alongside organizations that are making a real difference in the communities we all call home.
For 100 years, RSM has grown alongside the businesses it serves, building consulting, tax and assurance capabilities centered on its brand promise, The Power of Being Understood. That promise continues to guide how RSM brings insight, collaboration and practical perspective to help clients make informed decisions and create long-term value.
The milestone is captured through “RSM100,” reflecting how a century of experience shapes the firm today and positions it for the future. As businesses face increasing complexity and rising expectations for growth, RSM’s centennial underscores the strength of its people, the depth of its client relationships and the investments the firm is making to support clients moving forward.
About RSM US LLP
For 100 years, RSM has empowered middle market companies worldwide to take charge of change. The clients we serve are the engine of global commerce and economic growth. Our unique understanding of the middle market makes RSM the natural choice for growth-oriented, internationally active organizations seeking relevant insights and tailored, innovative solutions for a complex and changing world. With a global reach spanning more than 120 countries, we instill confidence in a world of change by bringing the full power of RSM to make a lasting impact on our clients, colleagues and communities. For more information, visit rsmus.com.
FEISV Member of the Week
Joseph Montes has experience in both public accounting and corporate accounting for privately held and publicly traded entities. He has extensive experience in managing the worldwide close and operational accounting, technical accounting, SEC Reporting, M&A transactions, financial reporting, and stock-based compensation.
Currently, Joseph serves as Assistant Controller at Synaptics Incorporated. Previous experience includes Director roles at NeoPhotonics, SoundHound, and SugarCRM. Joseph earned a Bachelor of Science in Accounting from Santa Clara University.
FEISV Partner of the Week
Reed Smith is a dynamic international law firm dedicated to helping clients move their businesses forward. Their belief is that by delivering smarter and more creative legal services, they will not only enrich their clients' experiences with them but also support them in achieving their business goals.
Reed Smith's long-standing relationships, international outlook, and collaborative structure make them the go-to partner for the speedy resolution of complex disputes, transactions, and regulatory matters. Reed Smith is a leading international law firm with more than 1,700 lawyers in 30 offices throughout the United States, Europe, the Middle East, and Asia.
CONTACT:
C. Craig Lilly
Partner – Silicon Valley/San Francisco
[email protected]
T: +1 650 352 0502
www.reedsmith.com
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
