Small and midsize businesses (SMBs) have remained incredibly agile despite a constantly changing marketplace, proving themselves to be resilient in the face of disruption. By overcoming unforeseen challenges, SMB finance teams have learned to create more efficient processes and enhance existing capabilities to improve the wellbeing of the entire organization.

As SMBs navigate the second half of the year, top focuses include implementing new tools and technologies for long-term success, eliminating siloes within the finance function, hiring the best finance talent, and streamlining existing processes.

Join this Argyle SMB Finance Leadership Forum on July 11, 2024, to gain a better understanding of the main priorities for SMB finance teams for the remainder of the year, and the best strategies for sustainable growth. You will also learn:

  • What a successful contingency plan looks like to combat future disruptions
  • The various roles of finance team members and the importance of cross-training employees on various responsibilities
  • Successfully using scenario planning, FP&A, and predictive analytics
  • How to identify the best technologies or automation implementations for your organization, especially on a budget
  • Finding, hiring, and retaining the best finance talent
Join Us at This Event


Jabin Geevarghese George

Global Enterprise Architect & FinTech Transformation Leader
Tata Consultancy Services Ltd.

Shu Han Journay

Chief Financial Officer

Michael Mance

Vice President of Financial Operations
Dialysis Care Center

Shwetha T. Pai

Chief Financial Officer
VCM Products

Joel Penney

Director of Finance
Advanced Energy

Kathy Pham

Vice President, Artificial Intelligence and Machine Learning


Field of Study:Finance



Advance Preparation:None required

Delivery Method:Group Internet-based

Recommended CPE Credit(s):1

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.

Argyle Executive Forum is registered with the National Association of State Boards of Accounting (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

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

Integrated Commercial Lead

Saurabh Jain

Senior Vice President and CFO, Endovascular Robotics

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Summer Redmon

Chief Financial Officer
Ascend Healthcare

Amit P. Shroff

Former 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