FEISV Chapter Newsletter | June 23, 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
06/23 - 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
06/24 - The Effect of AI on Trade Secrets and Global Enforceability (Virtual) | Pillsbury Winthrop Shaw Pittman LLP
07/16 - The Story Continues: Evolve with Sage Intacct (Virtual) | Armanino LLP
07/30 - How Nonprofits Endure: Balancing Strategy, Data and Operations (Virtual) | Armanino LLP
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
We’re looking forward to bringing our FEI Silicon Valley community together again at the Annual FEISV BBQ!
Coming off the success of our 27th Annual Scholarship Golf Tournament, there’s a real sense of momentum across the Chapter, and it continues as we look ahead to the Women’s CFO of the Year Awards come the fall. The Annual FEISV BBQ is a chance to stay connected in between, to carry that energy forward, and to spend time with the people who make these moments so meaningful.
We’re grateful to host this year’s BBQ at Pillsbury, our valued Partner, in their beautifully remodeled space. With inviting indoor and outdoor areas, it’s the perfect setting for a relaxed evening filled with conversation, connection, and a genuine sense of community.
More than anything, this event is about you—our Members and Partners. It’s a chance to step away from the day-to-day, enjoy each other’s company, and celebrate what we’re building together.
We hope you’ll join us for an evening that feels as welcoming as it is energizing.
The 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.
Financial Officers Forum - 1 Month Away!
Most finance groups speak in generalities. FOF is where senior leaders show up with what actually hit their desk that week and work it through with peers.
The Financial Officers Forum (FOF) Affinity Group brings together CFOs, Controllers, and VP Finance leaders who are actively advising companies and navigating real client situations in real time. Every session is built around live issues from attendees’ consulting work, so the conversation moves quickly past theory into what people are actually trying, testing, and refining with their clients right now.
Over the past few quarters, FOF has grown into one of the best-attended and most consistently engaging conversations in the Chapter. With each meeting, more executives join the table, and the dialogue goes a layer deeper. AI, in particular, has emerged as a recurring anchor. AI insights are threaded through discussions on close, reporting, FP&A, and how finance leaders are rethinking their operating models around it.
The format is confidential, peer-driven, and similar in spirit to a Vistage-style advisory group. During this virtual session, senior finance professionals will share best practices, pressure-test decisions, and offer an unvarnished perspective with no sales agenda and no spectators.
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
Help Our Chapter Win Complementary Registration to the 2027 Financial Leaders Forum with a Quick Survey
We need your help shaping the future of FEI.
FEI Members are invited to take the 2026 Member Satisfaction & Needs Assessment Survey -- a quick, five-minute opportunity to share feedback that will directly influence the programming, resources, and benefits we prioritize in the year ahead.
Your input ensures that FEI continues to deliver meaningful value to its Members and Chapters. The more responses we receive, the better we can align our offerings with what matters most to you.
To encourage participation, FEI is also introducing a friendly competition: the two Chapters with the highest number of completed survey responses will each receive a complimentary registration to the 2027 Financial Leaders Forum in Minneapolis.
It’s a great way to boost engagement while earning a valuable professional development opportunity for your Chapter.
Please take a few minutes to complete the survey before it closes on Friday, July 3rd!
Let's Play Topgolf Together!
Golf has long been a backdrop for meaningful business relationships...but not everyone needs a full course to be part of that experience. Topgolf brings that same spirit into a setting that’s approachable, social, and built for connection. Join us for a Topgolf Social this summer!
At its core, Topgolf is a modern, interactive take on traditional golf, where players aim for oversized targets, track their shots in real time, and enjoy great food and drinks in a lively, relaxed environment. No experience required. It’s just as enjoyable for someone picking up a club for the first time as it is for a seasoned player.
For non-golfers, Topgolf removes the pressure and replaces it with energy. There’s no need to know the rules or keep score. Just step up, take a swing, and enjoy the atmosphere. It’s an easy, natural way to meet peers, start conversations, and unwind after the workday.
For golfers, Topgolf offers something different, including a chance to refine your swing, engage in a little friendly competition, and stay connected to the game in a more casual, social setting.
For financial executives, it’s an ideal middle ground, offering part networking event, part gameplay. Whether you’re learning the basics or just enjoying the rhythm of the game, Topgolf creates space for real conversations, shared moments, and stronger professional relationships.
Join FEI Silicon Valley for an evening that blends connection, activity, and a fresh take on how business relationships are built.
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
The Effect of AI on Trade Secrets and Global Enforceability
Join our Platinum Partners at Pillsbury Winthrop Shaw Pittman LLP tomorrow for a webinar about The Effect of AI on Trade Secrets and Global Enforceability.
Litigation Partner Mark L. Krotoski will join R. Mark Halligan, Sherry L. Rollo, and Peter J. Toren—his coauthors of the Defend Trade Secrets Handbook 4th Edition—for a panel discussion on how AI technologies are challenging traditional trade secret frameworks, creating new enforceability risks across jurisdictions, and reshaping protection strategies for core IP assets.
Mark will also highlight recent economic espionage cases and the broad extraterritorial reach of the Economic Espionage Act.
The Effect of AI on Trade Secrets and Global Enforceability will be held virtually tomorrow, June 24th, from 8:00 am - 9:00 am Pacific.
FEISV Members & Partners, and Other FEI Members: Free | Registration: Here
FEISV Member of the Week
James Beck is Partner, COO, and CFO for At One Ventures, a Silicon Valley-based VC firm founded in 2020 by one of the founding team members of GoogleX. At One Ventures invests in early-stage disruptive deep tech that can reset existing industries toward a world where humanity is a net positive to nature. James is helping build a mission-driven, world-class collaborative firm to support entrepreneurs and organizations that contribute to the betterment of our planet.
In addition, James currently serves as a Member of the Board of Directors and Audit Committee Chair for AI4ALL. Previous CFO experience includes roles at NewView Capital and Mayfield Fund.
James earned a Bachelor of Science in Business Administration and Accounting from the University of the Pacific - Eberhardt School of Business. He also completed the Business Executive Program, focusing on Business Administration and Management, General, at the University of California, Berkeley, Haas School of Business.
FEISV Partner of the Week
Pillsbury Winthrop Shaw Pittman LLP is a premier global law firm with more than 700 attorneys located across 20 offices throughout the U.S., Europe, Asia, and the Middle East. Their commitment is to deliver sophisticated, tailored legal solutions spanning corporate transactions, complex litigation, regulatory compliance, intellectual property, cybersecurity and data privacy, technology, and financial services.
Pillsbury has a leading capital markets practice advising on a full spectrum of transactions, including IPOs and follow-on/secondary offerings, confidentially marketed public offerings, convertible and equity-linked securities, and at-the-market programs. Their attorneys also provide comprehensive counsel to public companies on disclosure obligations, corporate governance, regulatory filings, and ongoing compliance with securities regulations.
Their team leverages their deep understanding of industry-specific challenges and market trends, enabling their experts to anticipate clients' evolving legal needs and proactively develop innovative strategies. Pillsbury's attorneys bring extensive industry knowledge, technical expertise, and a global perspective to help clients navigate complex legal and business landscapes and achieve their strategic objectives. At Pillsbury, they are dedicated to providing exceptional service and helping their clients succeed.
CONTACT:
Davina K. Kaile
Corporate and Securities Partner and Global Leader of Pillsbury’s Capital Markets and Public Companies Practice
[email protected]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
