In this issue
FEISV Chapter Newsletter | August 28, 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
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
09/01 - Preparing for What’s Next: Business Transition Planning (Virtual) | Forvis Mazars
09/09 - ICONS: Women of Note (Hybrid Event) | FEI
09/22 - AI in Action: How NetSuite Uses AI Across the Suite for Financial Executives International (Virtual) | 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
10/22 - Is Your Budgeting and Forecasting Software Built for Where You’re Going — or Just Where You’ve Been? (Virtual) | FEI
10/28 - 10/29 - AI Update and Use Cases Conference (Virtual) | FEI
11/10 - 2026 Corporate Financial Reporting Insights (CFRI) Conference (Virtual) | FEI
Latest Trends in FEI
A transaction, a payroll system replacement, or rapid expansion can expose costly workforce risks that have been quietly building beneath the surface. For finance leaders, these issues are not merely HR concerns, They can materially affect valuation, integration timelines, cash flow, compliance exposure, and the organization’s ability to scale.
Join us for an essential lunch session designed for CFOs, controllers, and senior finance executives who need to protect enterprise value before the next major business event. You’ll learn where payroll, employment tax, employee classification, benefits administration, and HCM-system gaps most often create unexpected liabilities—and how to identify them before they become deal breakers, integration delays, or expensive penalties.
Whether your organization is approaching an acquisition, preparing to replace core payroll or HCM technology, expanding across state lines, or adding headcount at a pace your infrastructure may not support, this session will give you a practical, finance-first framework for assessing readiness.
You’ll leave with a 30-day readiness checklist you can put to work immediately—helping your organization reduce risk, preserve value, and scale with confidence.
People, Payroll, and Profitability: What Every Finance Leader Needs to Know Before a Transaction, System Change, or Hyper-Growth Event will be held at BPM in San Jose on Tuesday, September 29th, from 11:30 am - 1:00 pm Pacific.
FEISV Members & Partners: Free | Other FEI Members & Non-Members: $50 | Registration: Here
ICONS: Women of Note – Atlanta (Hybrid Event)
Whether you are an emerging leader defining your next move or a seasoned executive committed to staying ahead, expanding your influence, and investing in the next generation, 2026 ICONS: Women of Note – Atlanta puts you in the room with senior finance leaders sharing practical insight on leading through change, influencing high-stakes decisions, and building the relationships that move careers forward.
Join an exceptional community of women in finance in person at the St. Regis Atlanta or virtually from anywhere. This premium, highly curated experience brings together leaders from two of Atlanta’s most influential institutions—The Coca-Cola Company and Spelman College—alongside senior finance executives from EY, IBM, Forvis Mazars, Accenture, and PepsiCo.
ICONS creates space for candid perspective on the business challenges shaping organizations now: leading through complexity, making high-stakes decisions, building resilient teams, advancing influence, and driving meaningful change.
Designed exclusively for women in finance, ICONS convenes rising leaders and established executives for substantive discussion, authentic relationship-building, and career-defining connection. You will hear directly from accomplished finance leaders who are navigating change at scale—and leave with sharper insight, stronger relationships, and ideas you can apply immediately in your organization.
In-person participation is intentionally limited to protect the intimacy and value of the room. Virtual registration offers access to the full program for finance leaders who cannot attend in Atlanta.
ICONS: Women of Note – Atlanta (Hybrid Event) will be held in-person and virtually on Wednesday, September 9th, from 8:30 am - 2:00 pm Pacific.
FEISV Members & Other FEI Members (In-Person): $450 | FEISV Members and Other FEI Members (Virtual): $100 | Non-Members (In-Person): $550 | Non-Members (Virtual): $200 | Unlimited Company Registrations (Virtual Only): $1,450 | Registration: Here
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
2026 FEI Corporate Financial Reporting Insights (CFRI) Conference - This Fall
FEI's Corporate Financial Reporting Insights (CFRI) Conference is built for Controllers, Chief Accounting Officers, and senior financial reporting professionals navigating the most consequential regulatory and reporting developments of the year, with direct insight from the SEC, FASB, and PCAOB alongside leading practitioners.
From AI-driven controls to evolving disclosure requirements, today's financial leaders need more than updates; they need context, clarity, and a shared understanding of what comes next. Held annually in late fall, CFRI convenes current and former regulators, standard setters, and senior financial executives in a single, CPE-accredited virtual program.
CFRI draws an influential audience across organizations of all sizes, with particularly strong attendance from professionals at recognized companies across the Fortune 100 and Fortune 500.
FEI's Corporate Financial Reporting Insights (CFRI) Conference will be held virtually from November 10-12
FEISV & Other FEI Members: $995 | Non-Members: $1,195 | Unlimited Company Registrations: $9,995 | 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!
Preparing for What’s Next: Business Transition Planning
Business owners face important decisions when planning for the future of their companies. Whether planning to pass a business to family, sell to a third party, or explore an employee ownership strategy, having a transition plan is key.
Join our Gold Partners at Forvis Mazars Private Client to explore transition and exit planning strategies, evaluate your options, and learn more about how thoughtful exit planning can help you prepare for what’s next.
Preparing for What’s Next: Business Transition Planning will be held virtually on Tuesday, September 1st, from 11:30 am - 123:30 pm 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]
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
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Silver Partners
