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!
11/18 - Annual Women CFOs of the Year Awards - Save the Date!
12/09 - Annual President's Party

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Partners & Other Chapter Events

07/22 - Where to Find Money in Your Merchant Account (Virtual) | FEI
07/22 - The Risk of 'Good Enough': How Manual Debt Management Invites Audit Red Flags (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
• 11/18 - 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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Financial Officers Forum - This Friday!

If you’re wrestling with real client issues and want fresh, practical perspective, this Friday’s Financial Officers’ Forum (FOF) is built for you. It’s a focused, confidential session where senior finance leaders—CFOs, Controllers, and other executives—put current consulting challenges on the table and work through them with peers from across chapters.

Ed Schaffer, a long-time FEI Silicon Valley Member and current officer, calls FOF one of the events he values most because of the depth and honesty of the discussion. He sees it as a rare forum where people speak from experience, test ideas, and walk away with clearer ways to tackle the challenges on their desks.

If you want to hear what consulting CFOs are actually encountering in today’s environment (and how they’re handling it), join the conversation this Friday.

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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Congratulations to Members Celebrating an Anniversary

Our Members are at the heart of FEI Silicon Valley, and we are deeply grateful for everything they contribute to our community. Their leadership, experience, and ongoing engagement are what make this chapter such a vibrant, trusted home for finance executives. 

We are especially proud to have so many long-standing Members whose commitment over the years has shaped our culture and impact.

Please join us in congratulating Members who recently celebrated an anniversary with us:

We look forward to another year together!

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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

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Common Risks for Fleets and Logistics Businesses

Transportation and logistics companies play a critical role in keeping goods moving throughout the supply chain. Whether operating a small local fleet, a regional distribution network, or a nationwide transportation operation, businesses face a wide range of risks that can affect profitability, customer relationships, and day-to-day operations.

While vehicle accidents often receive the most attention, many significant transportation risks involve workforce challenges, cargo exposures, cyber threats, regulatory requirements, equipment failures, and supply chain disruptions.

Understanding these risks can help fleet operators, carriers, distributors, manufacturers, and logistics providers make more informed decisions about safety, operations, and risk management strategies.

Learn more. Read Common Risks for Fleets and Logistics Businesses via our Marquee Partners at Acrisure.

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FEISV Member of the Week

Robert Dixon

Robert Dixon is a Director of Accounting and CPA with 20+ years of leadership in publicly traded companies, including $1B+ revenue organizations. Currently, Robert serves as Director of Accounting, Equity, and Payroll for Natera.

Previous Director, Controller, and other senior-level financial executive experience includes roles at Onto Innovation, Protagonist Therapeutics, Aimmune Therapeutics, and HotChalk, Inc., among other organizations. Robert earned a Bachelor of Science in Financial Accounting from the University of New Haven.

https://www.linkedin.com/in/bobdixoncpa/

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FEISV Partner of the Week

Acrisure is a leading insurance and financial services company that operates globally with a focus on the Silicon Valley. They provide a wide range of services to their clients, including insurance brokerage, risk management, employee benefits, and consulting services. Their team of experienced professionals works closely with clients to understand their unique needs and develop customized solutions to protect their assets and mitigate risks. 

With a strong presence in  Silicon Valley,  Acrisure's experts possess deep industry knowledge and expertise in serving technology companies and startups. Their team leverages their extensive network of carriers and strategic partnerships to deliver innovative and comprehensive insurance solutions that help clients thrive in a rapidly changing business environment. Whether it's property and casualty insurance, cyber liability coverage, or employee benefits programs, Acrisure is committed to delivering exceptional service and value to their clients in the Silicon Valley and beyond.

CONTACTS:

Carlos Ayala
Sr. Vice President, Lead Consultant and Client Advocate | CA Lic. # 0E66643
Acrisure West Region
Email: [email protected]
Direct: 408-418-2746
LinkedIn: linkedin.com/in/carlosayalajr

Lanea Riley
Client Advisor | CA Lic 0I23365
West Division
[email protected]
Direct: 408.350.5745
LinkedIn: linkedin.com/in/laneariley          

www.acrisure.com

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