As new technologies emerge, traditional accounting slowly becomes a thing of the past and CAOs are tasked with updating old, manual processes. The workforce is continuously changing and with increased flexibility comes a greater need for digitalization, forcing organizations to reevaluate their current digital capabilities for financial success.

SMBs often have budgetary restraints and are unable to constantly spend on the newest tools or technologies, so it is critical for these organizations to strategically invest in the most efficient accounting solutions for their team.

Main priorities for SMB accounting teams include increasing data security to protect the company from external threats, utilizing AI to automate repetitive tasks and reduce human error, and hiring individuals with strong data analytics skills.

Join this Argyle SMB Accounting Summit which will address:

  • How an increase in flexibility is decreasing overhead costs and what this means for your accounting team
  • Ways to strengthen data security, including using two-step authentication, especially for a remote workforce
  • Best practices for implementing new technologies or automation
  • The potential benefits and cost-savings of blockchain
  • How to strengthen forecasting and predictive capabilities, including hiring the best candidates for these roles


Dipti Arora

Vice President of Finance

Rina Kacker

FP&A Executive - SaaS, FinTech, and Life Sciences

David Levi

Senior Vice President Controller, Principal Accounting Officer

Michael Mance

Vice President of Financial Operations
Dialysis Care Center

Keith Neal

Executive Vice President & Chief Financial Officer

Guita Sharifi

Chief Financial Officer
Lifelong Learning Administration Corporation

Field of Study:Finance



Advance Preparation:None required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):2

Attend this event and earn FREE Continuing Professional Education (CPE) Credit

Event Inquiries: For inquiries as well as complaints concerning this event, you are welcome to send an email message to [email protected].

Please note that only those who attend the live event will have the opportunity to earn continuing professional education (CPE) credit in connection with this event. Because there is no charge to register for this event, there are no refunds following registration for this event.

To be eligible to earn one CPE credit during each session that offers attendees the opportunity to earn CPE credit, you must answer at least three polling questions while attending the session for a minimum of 50 minutes.


Advisory Board

We are proud to share with you the following Argyle Industry Influencers. Their contributions to Argyle help keep the programs we offer our membership current and relevant, so we can continue delivering you premiere experiences, content development, and membership engagement.

Ann Anthony

Chief Financial Officer and Board Observer
Oberon Fuels, LLC

Sue Cheung

Chief Financial Officer
Zenysis Technologies

Femi Faoye

Head of Real Estate Finance - Global

Rahul Handa

Partner and Vice President Commercial Finance
Think BPO Inc

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Saurabh Jain

Vice President, Business Performance Controlling
Siemens Healthcare

Christian Mezger

Executive Vice President & Chief Financial Officer

Tosan A. Olley

Finance Professional, Former JP Morgan Technology FP&A

Summer Redmon

Vice President, Finance & Accounting
apree health

Amit P. Shroff

Vice President, Toyota Financial Services
Toyota, North America

Nayab Siddiqi

Chief Financial Officer and Head of Strategy
REZY360 Inc.

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England