In this issue
FEISV Chapter Newsletter | September 15, 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 - PD: The CFO’s Next Chapter: Leading Through Growth, Capital and Change
09/15 - Keynote: 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 - Keynote: How Finance Leaders Can Harness AI Without Losing Control
11/18 - Annual Women CFOs of the Year Awards
12/09 - Annual President's Party
Partners & Other Chapter Events
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
09/29 - Why AI Fails In Corporate Finance – and How to Get Ahead (Virtual) | FEI
09/30 - Global Finance Trends Survey (Virtual) | FEI
10/07 - Beyond SAP BPC: Rethinking Finance for the AI Era (Virtual) | FEI
10/13 - Private Company Roundtable (Virtual) | FEI
10/15 - Beyond Spreadsheets: Building an Audit-Ready Fixed Asset Process for Complex Lifecycles (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
The Financial Officers Forum (FOF) is a quarterly, confidential peer forum for senior finance professionals seeking substantive discussion, informed perspective, and practical insight. Created for CFOs, Controllers, VPs of Finance, consulting CFOs, and finance advisers, FOF convenes experienced leaders around the issues they are addressing with clients and within their own organizations.
The FOF provides a Vistage-style setting in which members can exchange best practices, firsthand experience, and trusted connections across industries—all on a confidential basis.
Rather than following a fixed presentation agenda, participants help shape each conversation around current business conditions, emerging risks, operational challenges, and strategic opportunities.
Discussions center on the real-world decisions and challenges facing senior finance leaders, including:
- Practical approaches to complex client, operational, and leadership issues
- Peer-informed best practices, lessons learned, and emerging market observations
- Perspectives from consulting CFOs and advisers working directly with companies across sectors
- Ongoing discussion of AI, with attention to practical finance applications, implementation questions, governance, and measurable business value
- Confidential relationship-building with senior-level peers who understand the demands of finance leadership
FOF’s quarterly multi-Chapter format extends the value of the conversation beyond one local network. It offers a broader view of the priorities, challenges, and opportunities emerging across companies, industries, and regions. For senior finance professionals, FOF offers a discreet setting to test assumptions, compare approaches, and gain grounded insight from peers navigating similar high-stakes decisions!
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
Nominations Are Open: 4th Annual Women CFOs of the Year Awards
Nominations are now open for the 4th Annual Women CFOs of the Year Awards, recognizing exceptional women whose financial leadership strengthens organizations, shapes strategy, and inspires the next generation of accounting and finance professionals. See the form attached to nominate yourself or another deserving financial executive.
This is an opportunity to spotlight CFOs who bring rigor to the numbers, clarity to complex decisions, and leadership that extends well beyond the finance function.
Honorees will be recognized across five categories:
- Public Company CFOs at organizations with market capitalization of $1 billion or more
- Public Company CFOs with market capitalization below $1 billion
- Private Company CFOs at organizations with revenue of $50 million or more
- Private Company CFOs with revenue below $50 million
- Non-Profit Organization CFOs
Whether she is guiding a public company through change, helping a growing private business scale responsibly, or advancing a mission-driven organization, nominate a leader whose work deserves to be celebrated.
The awards honor women who lead, inspire, and motivate others while making meaningful contributions to their organizations and to the broader accounting and finance community.
Nomination form is attached to this email.
Please submit nominations by the end of the day on October 30, 2026.
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
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
Join us for Lunch and a Discussion!
The financial consequences of workforce infrastructure often become visible only when a company is under pressure: during diligence, in the middle of a payroll system conversion, or after growth has pushed the organization into new states, thresholds, and compliance obligations. By then, correcting classification errors, employment-tax gaps, benefit-administration issues, or fragmented employee data can consume leadership attention, delay a transaction, and put enterprise value at risk.
Join us for a practical lunch session built around a central question for finance leaders: Would your people and payroll infrastructure withstand your next major business event? The discussion will help CFOs, controllers, and senior finance executives recognize the early warning signs—from manual workarounds and inconsistent employee records to systems that cannot accommodate a newly acquired workforce or rapidly expanding footprint—before those weaknesses become costly surprises.
Rather than treating payroll and HCM as back-office administration, this session frames them as financial infrastructure. Attendees will learn where exposure most commonly appears in due diligence and growth scenarios, what to pressure-test before committing to a system change, and how to use a 30-day readiness framework to prioritize action. Leave with a clearer view of the risks beneath the P&L—and a practical way to protect profitability, preserve value, and keep growth on schedule.
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
October Keynote: How Finance Leaders Can Harness AI Without Losing Control
AI should accelerate the business, not redefine it. As adoption accelerates, finance leaders can't afford to watch from the sidelines. They must own the process, govern the data, and hold automation accountable for measurable results.
Join us for an expert-led session that delivers a practical, finance-led playbook for implementing AI with discipline, determinism, and control, grounded in real-world lessons from building production-ready AI capabilities. Expect a candid, discussion-driven exploration of why process ownership is the real key to ROI, how to build an AI and data strategy from the bottom up, what responsible adoption looks like under real cost and value scrutiny, and how finance teams can turn these lessons into confident, faster AI adoption.
Attendees will leave with a clear grasp of finance's role in governing AI-enabled processes, a practical approach to building AI and data strategy from the ground up, and a sharper lens for evaluating ROI, cost, and adoption readiness.
Keynote: How Finance Leaders Can Harness AI Without Losing Control will be held at Pillsbury in Palo Alto on Tuesday, October 20th, from 5:00 pm - 8:00 pm Pacific.
FEISV Members & Partners, and FEI SF Members: Free | Non-Members: $135 | Registration: Here
Global Investors are Sounding the Alarm on Debt
Since 2021, RSM's core baseline forecast of the American economy has been framed by what they call the regime change in interest rates.
That is, the era of low inflation and interest rates, best defined by insufficient aggregate demand and an abundance of supply, would be replaced by one marked by scarce capital and goods, robust demand, inflation, and rising rates.
In fits and starts over the past five years, that regime change has altered the trajectory for private equity, private credit and other core financial and professional services that depend on medium- to long-term leverage.
For several reasons, that regime change is now the defining feature of the American and global economies as a secondary and long-awaited discussion on just how much debt is sustainable appears to be moving to the center of the global economic discussion.
When does debt become unsustainable? When the global financial markets say it is.
That appears to be happening.
Yields on 30-year notes in the United States and the UK over the summer reached their highest levels in two decades, and Japan’s currency has sunk to crisis levels.
Learn more. Read Global Investors are Sounding the Alarm on Debt via our Gold Partners at RSM.
FEISV Member of the Week
Janice Bradley is a strategic finance and accounting leader with deep experience supporting high-tech, software, and innovation-driven organizations. She currently provides controller and accounting-management services through Seonaid Accounting while serving on the FEI Silicon Valley Board and Partners Committee.
Her background includes controller, finance, and SOX consulting roles with VividLogic/SeaChange International, Sony Electronics, and Unisys. Janice has led financial reporting, strategic planning, cash-flow management, revenue recognition, internal controls, audit readiness, M&A due diligence, and international consolidations. She brings particular expertise in partnering with CEOs, boards, and investors to strengthen financial integrity, streamline processes, manage risk, and support growth at pivotal stages of a company’s evolution.
FEISV Partner of the Week
RSM is a leading provider of audit, tax, and consulting services focused on the middle market. They guide their clients through business challenges by understanding their needs and bringing together the right team to address them. RSM US LLP is the U.S. member of RSM International, a global network of independent audit, tax and consulting firms with more than 43,000 people in over 120 countries.
CONTACTS:
Adam Fauvre
Director
[email protected]
(408) 594-0876
Ahmad Ejaz
Audit Partner
[email protected]
(408) 572-4473
Special Thanks to Our Strategic Partners
Marquee Partners
Platinum Partners
Gold Partners
Silver Partners
