In this issue
FEISV Chapter Newsletter | August 25, 2026 
Celebrating 50 Years of FEI Silicon Valley!
2026 marks FEI Silicon Valley’s 50th Anniversary! We’re excited to celebrate this incredible milestone with our Members, Partners, and friends throughout the year.
The celebration will culminate in April with a special 50th Anniversary Casino Night, and we’re making it a night to share — significant others are invited! More details will be coming soon.
But we’re not waiting until April to start celebrating! At each Keynote event leading up to our anniversary celebration, we’ll hold a special 50th Anniversary Raffle, with one lucky attendee taking home a $50 bottle of wine.
50 years of connections, leadership, and community — and plenty to celebrate!
FEI Silicon Valley Events
09/15 - Pre Dinner: The CFO’s Next Chapter: Leading Through Growth, Capital and Change
09/15 - AI: Hype or Reality? A CIO's Perspective on the Future of the Enterprise and the Office of the CFO
09/25 - Financial Officers Forum (FOF) (Virtual)
09/29 - People, Payroll, and Profitability: What Every Finance Leader Needs to Know Before a Transaction, System Change, or Hyper-Growth Event
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
08/27 - Opportunity Zones: 2026 Year-End Strategies (Virtual) | Forvis Mazars
09/09 - ICONS: Women of Note (Hybrid Event) | FEI
09/24- How to Improve Financial Forecast Accuracy When Business Conditions Keep Changing (Virtual) | FEI
09/14 - Q3 2026 Quarterly Accounting Webcast (Virtual) | PwC
09/30 - Global Finance Trends Survey (Virtual) | FEI
10/13 - Private Company Roundtable (Virtual) | FEI
10/15 - Financial Scenario Planning: How to Prepare for Disruption and Make Faster Decisions (Virtual) | FEI
10/28 - 10/29 - AI Update and Use Cases Conference (Virtual) | FEI
Latest Trends in FEI
We have a new professional development event on the calendar...and it’s only a couple of weeks away! Don’t miss this timely conversation for finance leaders navigating high-stakes growth, capital, and transaction decisions.
Today’s CFO does far more than manage the numbers. As companies scale, raise capital, enter public markets, pursue acquisitions, or prepare for an eventual exit, finance leaders become essential partners in the decisions that shape enterprise value and long-term trajectory.
Join us for an exclusive, candid discussion with seasoned leaders who have navigated these pivotal moments firsthand. From private financings and IPO readiness to M&A, board dynamics, and market uncertainty, this Pre-Dinner Event will deliver practical perspective on what it takes to lead finance through transformation and what must be in place before the next major opportunity arrives
Whether your company is preparing for its next capital raise, accelerating growth, evaluating strategic alternatives, or simply building toward a bigger future, this is a conversation you will want to be in the room for.
Space is limited, and with the event just weeks away, we encourage you to reserve your seat now.
You must register for the networking event that follows separately to attend.
Pre-PD: The CFO’s Next Chapter: Leading Through Growth, Capital and Change will be held at Pillsbury in Palo Alto on Tuesday, September 25th, from 3:30 pm - 5:00 pm Pacific.
FEISV Members & Partners: Free | Other FEI Members: $50 | Registration: Here
AI Beyond the Hype: What It Means for Finance Leaders
AI is reshaping the executive agenda, but the leaders who gain an advantage will be the ones who can distinguish durable business value from the hype. Join us for a must-attend conversation on what it actually takes to move AI from experimentation to enterprise-wide impact.
Every boardroom is talking about artificial intelligence. The more urgent question is: where is it producing measurable results today, and what must organizations get right before scaling it?
This candid discussion brings together finance and technology perspectives on how CIOs are evaluating, prioritizing, and operationalizing AI across complex organizations—and what that shift means for the modern finance function. We’ll move beyond the headlines to examine the real opportunities, limitations, risks, and decisions facing leaders now.
From automating close and reporting cycles to improving forecasting, strengthening controls, and elevating decision support, AI is redefining how finance teams operate. But achieving meaningful results requires more than adopting new tools. It demands aligned leadership, trustworthy data, strong governance, and a clear path from ambition to execution.
Whether you are already testing AI use cases or still determining where to begin, this session will give you the practical clarity needed to make smarter decisions—and avoid costly missteps.
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
Congratulations to Members Celebrating an Anniversary
FEI Silicon Valley is strengthened by the expertise, generosity, and active participation of its members. Your willingness to share perspectives, build meaningful professional relationships, and engage in timely conversations makes our chapter a valuable community for finance leaders at every stage of their careers.
We are especially pleased to recognize and thank the members who recently celebrated an anniversary with FEISV:
- 26 Years: James Beck, Chief Operating Officer, At One Ventures
- 10 Years: Christopher Chu, Senior Director, Product Finance, Snowflake
- 2 Years: Mandy Yan, Assurance Senior Manager, Baker Tilly US
- 1 Year: Dennis Noss, CEO/CFO, Cayman Capital Management, Inc.
- 1 Year: Saurabh Sinha, CFO, Aeva Inc
We look forward to another year together!
Select Sponsorship Opportunities: 4th Annual Women CFOs of the Year Awards
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
Opportunity Zones: 2026 Year-End Strategies
Get a practical, high-level overview of federal Opportunity Zone (OZ) rules for real estate investors, developers, fund sponsors, and advisors preparing for the December 31, 2026 deferred gain recognition date and the transition from OZ 1.0 to OZ 2.0.
Join Forvis Mazars for a virtual session that will include a concise refresher on key rules and timing considerations, then focus on planning opportunities such as valuation strategies, project planning for existing assets, and recent IRS transition guidance.
Opportunity Zones: 2026 Year-End Strategies will be held virtually on Thursday, August 26th, from 9:00 am - 10:00 am Pacific.
FEISV Members & Partners: Free | Registration: Here
FEISV Member of the Week
Tommy Wong is a trusted finance and accounting leader with 25+ years of experience partnering with executives to deliver insight, guide strategic decisions, and drive business performance. He combines big-picture thinking with deep financial acumen and a proven record of cross-functional leadership and operational excellence across public and private multinational companies.
Currently, Tommy serves as the Vice President, Finance for Furest Group's KEEN and Chrome Industries. Previous experience includes Finance Manager at GlobalFoundries, Controller, Accounting Operations at CallidusCloud, and Senior Finance Analyst at AMD, among other prominent roles at other organizations.
Tommy earned an MBA from the Cornell Johnson Graduate School of Management from 2014 to 2016. He also holds a Bachelor of Arts from UCLA in Business Economics, with an Accounting minor and History concentration, earned from 1994 to 1999.
FEISV Partner of the Week
Forvis Mazars, LLP is an independent member of Forvis Mazars Global, a leading global professional services network. Ranked among the largest public accounting firms in the United States, the firm’s 7,000 dedicated team members provide an Unmatched Client Experience® through the delivery of assurance, tax, and consulting services for clients in all 50 states and internationally through the global network.
Visit forvismazars.us to learn more.
CONTACTS:
Ricardo Martinez
Northern California Market Industry Leader / CA & AZ Tech & Service Market Industry Leader
[email protected]
Tripp Bacon
Tech & Service – US Consulting Leader
[email protected]
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