FEISV Chapter Newsletter | June 26, 2026 
FEI Silicon Valley Events
07/21 - FEISV Annual BBQ | Pillsbury
07/24 - Financial Officers Forum (Virtual)
08/19 - FEISV TopGolf & Social
12/09 - Annual President's Party
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
The Annual President’s Party has become one of our Chapter’s most cherished year-end traditions, and we’re excited to gather once again at the beautiful Los Altos Golf & Country Club. So, mark your calendars for Wednesday, December 9th, to celebrate our individual and collective successes!
Over the years, this evening of cocktails, elegant hors d’oeuvres, fine wine, and relaxed conversation has become a highlight on our Chapter's calendar. With attendance limited to 60, we encourage you to register now to ensure your spot at this special occasion.
This event is also our opportunity to honor the people who shape the strength of our Chapter, including our gracious Partners, talented Members, and the Leadership Members whose dedication keeps us moving forward.
We look forward to closing out the year together in good company, and we deeply appreciate all you’ve done to help our Chapter grow into one of the best in the country.
Annual President's Day Party will be held at the Los Altos Golf & Country Club on Wednesday, December 9th, from 5:30 pm - 8:30 pm Pacific.
FEISV Members & Partners: Free | Non-Members: $150 | 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!
Why CFOs Can't Just Layer AI On Broken Processes
The biggest AI challenge facing CFOs today may not be the technology. It is the organizational culture, process readiness, and governance required to use it well.
In a recent episode of the FEI Podcast, host Heather Cole, executive advisor and FEI Member, sits down with Jennifer Witts, Partner at CohnReznick's Client Advisory Services Practice, and Kyle Vroegh, Director at CohnReznick's Client Advisory Services Practice. Together, they deliver a candid, practical conversation for financial leaders who are excited about AI but not quite sure where to begin.
According to Witts, the most damaging thing a financial leader can do is jump into AI without a clear plan. Layering AI on top of a broken process does not fix the process – it accelerates the dysfunction. The same logic applies to data: if the inputs are flawed, the outputs will be too, regardless of how sophisticated the technology is.
Before selecting tools or launching pilots, Witts recommends financial leaders first clarify what they want to achieve, audit the underlying processes, and ensure those processes are solid enough to support automation.
Learn more. Read Why CFOs Can't Just Layer AI on Broken Processes via FEI Daily.
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.
The FP&A Tool Landscape in the AI Era
The FP&A software market has never moved faster — or felt more overwhelming. Excel agents, AI agent layers, planning platforms, large language models (LLMs), and "vibe coding" (building working applications by describing them to AI in plain language) are all arriving at once, and it's hard to know where to start.
Join FEI for a virtual session that cuts through the noise with a practical map of the marketplace and a clear-eyed look at what the AI shift actually means for finance teams. We'll weigh the trends reshaping how finance works — vibe coding, Excel agents, and agentic AI — against the real risks that come with them: maintaining vibe-coded applications, model errors, ungoverned outputs, and the illusion of accuracy at speed.
The FP&A Tool Landscape in the AI Era will be held virtually on Tuesday, July 14th, from 10:00 am - 11:00 am Pacific.
FEISV Members & Partners, and Other FEI Members: Free | Registration: Here
The Role of Private Equity in Healthcare
An article co-authored by Pillsbury Insolvency & Restructuring partner Andrew Troop and Samuel Maizel, a partner at Dentons, explores the growing role of private equity in the U.S. healthcare industry and the debate surrounding its impact on hospitals, nursing homes, and patient care. While supporters argue the private equity investment can improve operational efficiency and provide much-needed capital, critics contend that leveraged buyouts, real estate sale-leasebacks, and profit-focused strategies can leave healthcare providers financially vulnerable.
Through multiple case studies, the authors examine how private equity ownership has been linked to financial distress, bankruptcies, facility closures, and increased regulatory scrutiny. The article also highlights emerging state and federal efforts to increase oversight of private equity-backed healthcare transactions as policymakers seek to balance investment opportunities with patient and community protections.
Learn more. Read The Role of Private Equity in Healthcare via our Platinum Partners at Pillsbury Winthrop Shaw Pittman LLP.
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
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