FEI Silicon Valley Events

07/21 - FEISV Annual BBQ | Pillsbury
07/24 - Financial Officers Forum (Virtual)
08/19 - FEISV TopGolf & Social
09/15 - Monthly Speaker Event - Save the Date!
10/20 - Monthly Speaker Event - Save the Date!
11/28 - Annual Women CFOs of the Year Awards - Save the Date!
12/09 - Annual President's Party

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Partners & Other Chapter Events

07/15 - Q2 2026 IFRS Accounting Standards Quarterly Update (Virtual) | BDO
07/16 - The Story Continues: Evolve with Sage Intacct (Virtual) | Armanino LLP
07/22 - Where to Find Money in Your Merchant Account (Virtual) | FEI
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

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Latest Trends in FEI

Wishing everyone a fantastic summer! We hope this season has been a chance to recharge, enjoy the longer days, and spend time doing what you love.

Behind the scenes, our team has been hard at work building out new programs for the months ahead. We’ve secured several dates and venues and are in the final stages of confirming event topics.

Save the dates for these upcoming events:

• 09/15 - Monthly Speaker Event
• 10/20 - Monthly Speaker Event
• 11/28 - Annual Women CFOs of the Year Awards

There’s a lot in motion, and we’re excited to share more details with you soon. Be sure to check out our events page for upcoming virtual and in-person gatherings. Also, follow us on LinkedIn to stay up to date on the latest news, insights, and announcements.

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Don't Miss the Annual FEISV BBQ!

Our Annual BBQ is one of those standout events that truly brings the entire FEI Silicon Valley community together...and it’s coming up quickly. This is consistently one of our most popular gatherings and typically reaches capacity, so we strongly encourage you to secure your spot early rather than waiting until the last minute.

This year, we’ll gather at Pillsbury’s beautifully remodeled space, designed to foster both intimate conversations and larger, high-energy connections throughout the room. Expect a relaxed, welcoming atmosphere paired with exceptional food, refreshing drinks, and the kind of easy summer setting that makes it natural to strike up a conversation, whether you’re reconnecting with familiar faces or meeting someone new for the first time.

These moments are what give our Chapter its unique character. Conversations sparked over a great meal can lead to new opportunities, fresh perspectives, and relationships that extend far beyond the event itself.

Whether it’s a career connection, a meaningful introduction, or simply a memorable evening with peers, this Annual BBQ is a reminder that the strength of our community comes from the people in it and the connections we build together.

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

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Network with the Sharpest Minds in Finance

Bring the issues you’re working through. We’ll build the conversation around them.

The Financial Officers Forum (FOF) Affinity Group brings together CFOs, Controllers, and VP Finance leaders who are actively navigating real decisions in real time. The agenda is driven entirely by the group. You can raise the questions that matter to you, walk through specific scenarios, and get direct input from others who have faced similar challenges.

The conversation goes well beyond theory. Whether it’s evaluating AI tools, pressure-testing implementation decisions, or working through how new technologies fit into close, reporting, or FP&A workflows, discussions are detailed, practical, and grounded in firsthand experience. You’re hearing what’s working, what’s not, and why.

AI continues to be a major focus, but always through a practical lens. Members are digging into how they’re using it day-to-day, how it’s influencing decision-making, and where it’s delivering real value across finance functions.

The format is confidential and peer-led. There’s no set presentation, no sales agenda, and no passive attendance. It’s a working session built on open dialogue, candid feedback, and shared expertise.

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

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California Tax Credit Planning Remains Critical as Businesses Face Permanent Limits on Credit Use

California Governor Gavin Newsom signed the state’s 2026–27 budget package, which includes S.B. 122, Chapter 23, a revenue trailer bill that, among other things, extends the existing temporary $5 million annual business tax credit limitation through taxable years beginning before January 1, 2030, together with additional exceptions for certain refundable credits or refundable amounts.

The existing cap originally applied for the 2024, 2025, and 2026 taxable years. The new law extends it for three additional years, through taxable year 2029, and applies to business tax credits under both the Personal Income Tax Law and the Corporation Tax Law. An additional limit applies to credits beginning with the 2030 tax year and thereafter.

Learn more. Read California Tax Credit Planning Remains Critical as Businesses Face Permanent Limits on Credit Use via our Gold Partners at Andersen.

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FEISV Member of the Week

Christine Gu

Christine Gu is a strategic, forward-thinking, results-driven financial executive who is an active CPA (lic#95853) with a Big 4 background and over 20 years of experience in all aspects of Finance and Accounting within private and publicly traded multi-billion dollar global companies.

Currently, Christine serves as CFO for Clarify Health Solutions. Previous experience includes CAO at Enjoy Technology, Inc., VP and Controller at Egnyte, Director of Revenue at Model N, and other prominent roles in organizations.

http://www.linkedin.com/in/christinegu

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FEISV Partner of the Week

Andersen is the founding member of Andersen Global, an international association of legally separate, independent member firms with more than 4,500 professionals worldwide, over 600 global Partners, and a presence in over 148 locations through its member firms and collaborating firms. In the U.S., Andersen has more than 1,000 personnel located in 19 cities across the country. Andersen encompasses top advisors with previous experience in international accounting firms, law firms, the IRS, and state taxing authorities.

Many of their advisors hold multiple professional credentials and have depth in a wide range of capabilities, allowing them to provide clients with comprehensive, integrated solutions. Andersen specializes in full-service individual and business entity tax compliance and consulting.

Their clients are at the center of our operating model, which is structured to allow their experts to be entrepreneurial and proactive in their approach and enable Andersen's Managing Directors to roll up their sleeves and work directly with you. As an Andersen client, the professionals you get to know in your first meeting are the same professionals who will be working with you throughout the process.

CONTACT:

Petra N. Loer
[email protected]
www.andersen.com

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