In this issue
FEISV Chapter Newsletter | June 16, 2026 
FEI Silicon Valley Events
07/21 - FEISV Annual BBQ | Pillsbury
07/24 - Financial Officers Forum (Virtual)
08/19 - FEISV TopGolf & Social
Partners & Other Chapter Events
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
Summer is calling—and so is one of our favorite traditions: the Annual FEI Silicon Valley BBQ .
We are excited to gather once again at Pillsbury, our valued Partner, in their beautifully remodeled space. With both indoor and outdoor areas, it provides the perfect setting for a summer evening of engaging conversation, meaningful connections, and a vibrant, welcoming atmosphere.
This annual BBQ is a reflection of what makes our Chapter special. It is where Members and Partners come together not just to network, but to genuinely enjoy the community we have built. The strength of FEI Silicon Valley comes from the people in it...and this night is all about celebrating our remarkable Members and Partners.
Simply put, this Chapter would not be what it is without you. And this is our way of raising a glass, firing up the grill, and saying thank you.
Annual FEI Silicon Valley BBQ will be held at Pillsbury in Palo Alto on Tuesday, July 21st, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Non-Members: $45 | Registration: Here
Congratulations to the Winners of the 27th Annual Scholarship Golf Tournament
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.
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
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
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.
Top 5 Compliance Challenges Facing Professional Services Firms
Today, professional services firms are navigating a broader, more complex compliance landscape than they were just a few years ago. New tax legislation, AI adoption, distributed work models, and increasing oversight demands are increasing exposure across tax compliance, workforce compliance, data governance, and internal controls.
How that vulnerability shows up often depends on the business. Law firms, for instance, manage client trust accounts. Agencies handle confidential campaign concepts and proprietary client information. Consulting firms may operate across multiple states, entities, and client arrangements. And accounting firms work with highly sensitive financial and personal data.
Many of these organizations also run lean, with compliance oversight spread across already stretched finance, operations, HR, or leadership teams. As compliance demands grow, even well-run firms can find it harder to keep pace.
Learn about the five challenges driving that strain. Read Top 5 Compliance Challenges Facing Professional Services Firms via our Gold Partners at Armanino LLP.
FEISV Member of the Week
Todd Lowenstein is an experienced Corporate Controller with an MBA and Big Four CPA audit background, servicing public and private Silicon Valley hi-tech companies in a variety of industries, including software, SaaS, semiconductor, biomedical, computer, and telecommunications. His core strengths are SEC and GAAP technical accounting (i.e., Revenue Recognition, M&A, Stock-Based Comp, Multi-currency Consolidations, etc.).
Todd served as a Corporate Controller for Alien Technology, Verifone, and PCTEL, among other organizations. He earned a Bachelor's Degree in Accounting and his MBA from Santa Clara University.
FEISV Partner of the Week
Armanino LLP is the largest independent accounting and business consulting firm based in California. They are a nationwide leader in serving privately held companies, as well as nonprofit organizations and public entities.
Armanino provides four main areas of service – assurance/audit, tax, consulting, and business management. Their technology focus and global services are key aspects of our service lines. They work with clients in a large range of industries, including technology, manufacturing and distribution, consumer-retail, nonprofit, private schools, real estate, professional services, life sciences, insurance, and healthcare.
Offices of Armanino are located in California, the West and Mid-West regions of the US, and they have consultants on the ground at key locations across the nation. Armanino provides global services in more than 100 countries through their membership in Moore Stephens International Limited – one of the world's major accounting and consulting organizations.
CONTACTS:
Katerina Starkova, CPA
Partner, Audit
[email protected]
Andrew Armstrong, CPA
Partner, Audit
[email protected]
Milton Tse, CPA
Partner, Audit
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
