FEISV Chapter Newsletter | August 04, 2026 
FEI Silicon Valley Events
08/19 - FEISV TopGolf & Social
09/15 - AI: Hype or Reality? A CIO's Perspective on the Future of the Enterprise and the Office of the CFO | Pillsbury
09/25 - Financial Officers Forum (FOF) (Virtual)
10/20 - Monthly Speaker Event - Save the Date!
11/18 - Annual Women CFOs of the Year Awards
12/09 - Annual President's Party
Partners & Other Chapter Events
08/04 - Financial Consolidation with Pigment (Virtual) | Pigment
08/11 - AI Controls in Financial Reporting: An Introduction to FEI's Framework (Virtual) | FEI
08/11 - California SB 122: Preparing for SaaS Sales Tax in 2027 (Virtual) | Armanino LLP
08/12 - The Tomorrow Show: The CxO of 2035 (Virtual) | FEI
08/18 - From Intent to Model: How AI Agents Redefine the Rules of S&OP (Virtual) | Pigment
08/25 - Close the AI Trust Deficit: Aligning the C-Suite on Data Strategy (Virtual) | FEI
08/25 - Ready or Not: Gain the AI Advantage for Mission Impact | Armanino LLP
09/09 - ICONS: Women of Note (Hybrid Event) | FEI
09/14 - Q3 2026 Quarterly Accounting Webcast (Virtual) | PwC
10/28 - 10/29 - AI Update and Use Cases Conference (Virtual) | FEI
Latest Trends in FEI
The 4th Annual Women CFOs of the Year Awards will take place on November 18 at Green Hills Golf & Country Club, bringing together an exceptional community of leaders who are shaping the future of finance.
This event is a platform to recognize and elevate women who are driving innovation, strengthening organizations, and inspiring the next generation of financial leadership. Their impact extends far beyond their roles, influencing industries, workplaces, and communities.
Sponsoring this event is a meaningful opportunity for your organization to align with that impact. It positions your brand alongside excellence, leadership, and progress in the accounting and finance space. More importantly, it demonstrates a clear commitment to supporting and advancing women in executive roles—something that resonates with clients, partners, and employees alike.
With a range of sponsorship options available (some with limited availability), now is the time to secure your place and ensure your organization is part of this important evening.
To explore and claim sponsorship opportunities, please download the sponsorship form attached to this email.
4th Annual Woman CFO of the Year Awards Dinner will be held at the Green Hills Golf & Country Club on Wednesday, November 18th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Non-Members: $275 | Registration: Here
Meet, Greet & Have Fun at Topgolf!
In just a couple of weeks, finance leaders from across the region will come together for an evening you won’t want to miss.
Join us for this upcoming Topgolf networking event! This gathering is designed specifically for finance executives to connect, exchange ideas, and build relationships in a setting that’s both engaging and productive.
In today’s environment, the value of a strong professional network cannot be overstated. The conversations you have here can lead to new insights, strategic partnerships, and opportunities that extend well beyond the event itself.
Beyond networking, this is also your chance to sharpen your game ahead of next year’s Annual Scholarship Golf Tournament. Whether you’re a seasoned golfer or just getting comfortable with a club in hand, Topgolf offers a relaxed, approachable way to practice, compete, and enjoy the experience alongside peers.
With limited time before the event, now is the moment to secure your spot. Join fellow finance executives for an evening of connection, preparation, and momentum building into the year ahead.
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
AI: Hype or Reality? A CIO's Perspective on the Future of the Enterprise and the Office of the CFO
AI is dominating every boardroom conversation…but how much of it is real, and how much is just hype?
Join us at Pillsbury for AI: Hype or Reality? A CIO's Perspective on the Future of the Enterprise and the Office of the CFO, a must-attend discussion for finance and technology leaders looking to cut through the noise and understand what AI truly means for their organizations.
This candid, executive-level conversation with the FEI Silicon Valley Chapter will explore how today’s CIOs are evaluating, adopting, and operationalizing AI across large enterprises—and how those decisions are reshaping the CFO's role. Moving beyond buzzwords, this session focuses on where AI is already delivering measurable value, where it is still evolving, and what it takes to implement it responsibly.
From automating close and reporting cycles to enhancing forecasting, controls, and decision-making, you will gain practical insight into how leading organizations are putting AI to work today. You will also walk away with a clearer understanding of how finance and technology leaders can align to turn AI ambition into real operational results.
Whether you are actively investing in AI or still assessing its role, this is a conversation you should not miss.
AI: Hype or Reality? A CIO's Perspective on the Future of the Enterprise and the Office of the CFO will be held at Pillsbury in Palo Alto on Tuesday, September 15th, from 5:30 pm - 8:00 pm Pacific.
FEISV Members & Partners: Free | Other FEI Members: $135 | Registration: Here
Financial Officers Forum - Next Month!
The Financial Officers Forum (FOF) is back! This virtual session brings together senior finance professionals for a dynamic, peer-driven quarterly discussion group.
FOF is designed for CFOs, Controllers, VPs of Finance, and advisors who provide consulting services to organizations across industries. This is a highly interactive, confidential setting, similar to a Vistage format, where participants shape the conversation based on real-world client challenges, share best practices, and exchange insights drawn from firsthand experience.
What makes FOF especially valuable is the perspective in the room. You’ll gain exposure not only to your peers’ expertise, but also to what consulting CFOs are seeing across multiple organizations—offering a broader view of emerging trends, risks, and opportunities.
Past discussions have covered topics such as accounting systems for small businesses, the pros and cons of PEOs, compensation strategies for small company board members, ASC 606 audit experiences, and internal reporting and measurement approaches for SaaS companies.
This forum is relevant for finance leaders and advisors at any stage, regardless of industry, who are looking to stay sharp, expand their thinking, and engage in meaningful, candid dialogue.
When you register, you’ll be asked to submit a question or topic you’d like the group to address. This ensures that each session is tailored to the real challenges participants are facing today!
Financial Officers Forum (FOF) will be held virtually on Friday, September 25th, from 12:00 pm - 1:15 pm Pacific.
FEISV Members & Partners, Other FEI Members, and Non-Members: Free | Registration: Here
Make a Difference in the Finance Community's Future
The Annual Scholarship Golf Tournament supports an incredible cause with the FEI Scholarship Fund, but our commitment to developing the future of finance extends far beyond a single day.
Each year, we award 6–8 scholarships to finance and accounting students across four Bay Area colleges. To date, more than $774,000 has been awarded to students in their junior and senior years. These recipients are selected not only for academic excellence but also for leadership demonstrated through extracurricular involvement and a clear vision for their careers.
Our support does not stop at financial assistance. Scholarship winners and finalists are welcomed as FEI Rising Star Members, gaining access to ongoing mentorship and meaningful interaction with senior financial executives. This continued engagement helps bridge the gap between education and real-world leadership, shaping the next generation of finance professionals.
While the golf tournament is a cornerstone of this effort, sustaining and growing this impact requires year-round support. Expanding opportunities for these students depends on the strength of our community.
There are two ways to contribute:
- Donate with a charitable receipt: The FEI Scholarship Fund 1388 is managed by the Silicon Valley Community Foundation, a 501(c)(3) organization. Donations can be made through their PayPal platform, and the full amount goes directly to the scholarship fund.
- Donate without a charitable receipt: Companies that prefer to contribute through a business expense can support FEI Silicon Valley’s general fund, which directly benefits student scholarships.
Your support helps ensure that high-potential students receive not only financial assistance, but also the guidance, access, and professional foundation they need to succeed.
Careers at SOAProjects: Find Your Next Opportunity
Our Platinum Partners at SOAProjects are hiring, and this is an opportunity worth exploring if you're ready to advance your career at a firm that's been recognized as the No. 1 Best Place to Work in the Bay Area.
SOAProjects recruits driven professionals from Big4 and large accounting firms, offering a culture that balances entrepreneurship with collaboration, high performance with quality of life. With 270+ professionals averaging 12+ years of experience and a 95% full-time employee retention rate, this is a team built on loyalty, trust, and shared success.
What makes SOAProjects different? They empower employees to manage their own schedules through a formal flex work program, celebrate milestones with champagne and annual appreciation BBQs hosted by firm partners, and foster a family-like atmosphere where more than 50% of employees have been with the firm for over five years.
The firm offers comprehensive benefits, generous base compensation, multiple incentive bonus plans, continuous training through in-house sessions and Big4-sponsored CPE, and professional certification support.
Current openings include Senior Manager - Technical Accounting, Manager - SOX IT Audit, and Senior Associate - SOX IT Audit. If you're looking for Big4 caliber work with a firm that genuinely invests in its people, this is worth submitting your resume for.
Learn more about SOAProjects' job openings.
FEISV Member of the Week
Manav Singh is a Founding Partner of SOAProjects, a fast-growing leading professional advisory firm that provides a comprehensive suite of services, with expert assistance in technical accounting, IPO, SOX Compliance, Internal Audit, ERP -NetSuite, Cybersecurity, Robotic Process Automation, Data Analytics, Direct Hire, and Interim Support. In addition, Manav serves as an Investor in Aiver, Inc.
Manav is currently serving as the FEI Silicon Valley Chapter President. He is also a Board Member of the Cal Parent Board at the University of California Berkeley, as well as for Alchemy Search Partners.
FEISV Partner of the Week
SOAProjects, Inc is a fast-growing leading professional advisory firm with service offerings supporting clients through all stages of the business life cycle; from VC-backed / early stage, to Series B and later rounds of Preferred Stock, through successful IPO (or acquisition) and post-IPO, making SOAProjects the CFO`s first choice.
SOAProjects delivers a comprehensive suite of services, with expert assistance in:
- Technical accounting, IPO & Financial Reporting,
- Equity administration & accounting,
- SOX Compliance & Internal Audit,
- IT Risk & Compliance,
- ERP Advisory– NetSuite,
- Cybersecurity & Privacy Risk,
- RPA & Data Analytics,
- Direct Hire and Interim Operational Accounting Support, and
- Start Up Services – Bookkeeping, Tax Compliance, and CFO/Backoffice support
SOAProjects’ dedicated team of experts deliver exceptional results, by applying a client-centric approach that leads to customized solutions that address each organization’s unique needs.
CONTACTS:
SOAProjects contact in SF Bay Area:
Manav Singh
Founding Partner
(650) 771-6662
[email protected]
Yuko Wakasugi
Partner in Charge – Technical Accounting & IPO Services
(415) 309-6086
[email protected]
Joe Talley
Sr Partner – Technical Accounting & IPO Services
(408) 621-2947
[email protected]
Robert (Bob) Strasser
Sr Partner – SOX & Internal Audit
(408) 396–6170
[email protected]
www.SOAProjects.com
Phone: 650.960.9900
Fax: 650.960.2400
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
