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!

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FEI Silicon Valley Events

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
04/27 - FEI Silicon Valley 50th Anniversary Celebration: Casino Night - Save the Date!

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Partners & Other Chapter Events

09/22 - AI in Action: How NetSuite Uses AI Across the Suite for Financial Executives International (Virtual) | FEI
09/23 - Quarterly Technical Update: Webcast Series (Virtual) | BDO
09/24- How to Improve Financial Forecast Accuracy When Business Conditions Keep Changing (Virtual) | FEI
09/24 -Understanding EBITDA Drivers: Improve Your Forecasting & Business Performance (Virtual) | Ramp
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

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Latest Trends in FEI

This week’s Financial Officers Forum (FOF) brings together senior finance leaders for a confidential, candid exchange that goes far beyond surface-level trends.

Held quarterly, FOF is shaped by the people in the room. CFOs, Controllers, VPs of Finance, consulting CFOs, and advisers bring forward the client situations, questions, and challenges that are most relevant now—then work through them together in a trusted, Vistage-style setting.

Recent conversations have explored AI in unusually practical detail. You won't discuss simply whether finance teams should use AI, but which software and applications are delivering value, how organizations are implementing them, where risks and limitations are emerging, and what finance leaders are seeing in the field.

What makes FOF different:

• You help drive the conversation. Topics reflect current client work, real operating issues, and the questions participants want to explore.
• The discussion goes deep. Expect specific scenarios, real-world applications, technology considerations, and peer-tested perspectives—not high-level talking points.
• Everything stays confidential. Participants can speak openly, compare experiences, and share practical lessons in a trusted environment.
• The group spans industries. The common thread is senior finance leadership and advisory experience, creating valuable cross-sector insight.
• You’ll hear what consulting CFOs are seeing now. Gain a clearer view of emerging client concerns, evolving finance priorities, and the tools reshaping the function.

Whether you are a CFO, Controller, VP of Finance, or adviser to finance leaders, FOF offers a timely opportunity to compare notes with experienced peers, pressure-test ideas, and leave with perspectives you can put to work immediately.

Financial Officers Forum 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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People, Payroll, and Profitability: What Every Finance Leader Needs to Know Before a Transaction, System Change, or Hyper-Growth Event

Could people-related risks quietly reduce deal value before a transaction closes? Join Stacy Litteral, Partner, HR Consulting, Payroll & HR Technology at BPM, for People, Payroll, and Profitability: What Every Finance Leader Needs to Know Before a Transaction, System Change, or Hyper-Growth.

For finance leaders preparing for a merger, acquisition, system transition, or rapid expansion, payroll and workforce infrastructure can create financial exposure long before it appears in a diligence report. Payroll tax issues, employee classification errors, benefits gaps, and disconnected systems can delay integration, increase costs, and create unexpected liabilities at exactly the wrong time.

Stacy will discuss how CFOs, controllers, and finance executives can spot workforce-related risks early, pressure-test their payroll and HCM systems, and use a practical readiness framework to protect enterprise value before the next major business event.

Register today to learn how proactive workforce readiness can help safeguard profitability, support growth, and prevent costly surprises.

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

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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:

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

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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

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October Keynote: How Finance Leaders Can Harness AI Without Losing Control

The AI question for finance leaders is no longer whether to adopt it. It's how to retain control as adoption accelerates. Join Gargi Ray, VP of Finance at Synopsys, for our October Keynote: How Finance Leaders Can Harness AI Without Losing Control.

AI can improve speed, visibility, and decision-making, but only when the business process is clearly owned, the underlying data is governed, and results can be measured against real financial value. Without that discipline, organizations risk adding cost and complexity instead of creating meaningful operational leverage.

Drawing on Gargi's experience leading finance transformation, large-scale operations, and M&A integration, Gargi will share a practical approach to evaluating AI initiatives through the lenses that matter most to finance: ROI, cost, readiness, accountability, and business impact.

Moderated by Jan Robertson, Managing Partner and CFO of SiVal Advisors, this interactive discussion will explore how finance can help shape an AI and data strategy from the ground up. That way, automation supports stronger decisions without compromising governance.

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

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Understanding EBITDA Drivers: Improve Your Forecasting & Business Performance

Oftentimes, finance teams pull the variance report, see that EBITDA missed or beat plan, and use surface-level numbers to explain what happened. But tracing those variances back to their operational drivers is how you get the real “why” behind every hit, miss, or overperformance.

On September 24th, join our Gold Partners at Ramp, as Microsoft Excel MVP and finance educator, Carl Seidman, CPA, shows you how to move beyond surface-level variance reporting to understand what’s actually driving your EBITDA, including:

• How to distinguish plan-vs-actual and prior plan-vs-actual variances
• How to trace EBITDA variances back to their underlying operational drivers
• How to convert variance findings into clear, action-oriented guidance for operations teams and leadership
• How to build a self-updating variance model in Excel using dynamic techniques

Understanding EBITDA Drivers: Improve Your Forecasting & Business Performance will be held virtually on Thursday, September 24th, from 9:00 am - 10:00 am Pacific.

FEISV Members & Partners: Free     |     Registration: Here

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FEISV Member of the Week

Jan Robertson

Jan Robertson is Managing Partner and CFO of SiVal Advisors, a Silicon Valley–based, technology-focused mergers and acquisitions advisory firm. With more than 30 years of transaction advisory experience, she has counseled companies and boards on mergers, acquisitions, growth financing, valuations, and business sales across software, business services, healthcare, medical devices, manufacturing, and semiconductor equipment.

Before founding SiVal Advisors, Jan was a Managing Director at Needham & Company, where she built the firm’s M&A practice in Menlo Park, and previously served as Managing Director, M&A at RBC Capital Markets in Toronto. A frequent speaker and author on M&A, she brings deep expertise in guiding organizations through complex strategic and financial decisions. SiVal Advisors professionals have completed more than 500 transactions representing $12 billion in aggregate deal value.

Jan is also a past President of FEI Silicon Valley and a recognized leader in the finance community. She was named one of Silicon Valley’s Top 100 Women of Influence in 2012 and received FEI’s 2025 Financial Executives Distinguished Service Award in recognition of her exceptional leadership and service to FEI chapters nationwide.

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

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FEISV Partner of the Week

Ramp is a financial operations platform designed to save companies time and money. Our all-in-one solution combines payments, corporate cards, vendor management, procurement, travel booking, and automated bookkeeping with built-in intelligence and controls to maximize the impact of every dollar and hour spent.

Over 75,000 customers, from family farms to space startups, have saved $10 billion and 27.5 million hours with Ramp. Founded in 2019, Ramp enables tens of billions in purchases annually. Learn more at www.ramp.com.

Ramp is one of the fastest-growing companies in the world and has won numerous awards, including CNBC Disruptor, Forbes Cloud 100, LinkedIn Top US Startups, and Fast Company's Most Innovative Companies.

CONTACT:

Michelle Leung
Channel Partner Manager, Reseller & Alliances
M 650.455.5957 | [email protected]
28 W 23rd St. Fl 2 New York, NY 10016

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