Overview

Small and midsize businesses (SMBs) must stay attuned to pivotal trends shaping their operations, making it essential for finance leaders to set clear priorities for the new year.

As CFOs and their teams reflect on past experiences, it is crucial for SMBs to learn from previous challenges and position themselves for future success. Staying ahead in an ever-evolving landscape requires agility and resilience to successfully navigate unforeseen disruptions.

Therefore, in 2025, the focus areas will include finance transformation, embracing new technologies like AI and ML, enhancing FP&A processes, building strategic frameworks, and investing the best finance talent for sustained growth.

Join us at the Argyle SMB Finance Leadership Forum on February 4, 2025, to discover:

  • Strategies to enhance the FP&A function for improved predictive analytics and scenario planning
  • How to attract and retain top finance talent in a competitive market
  • Techniques for remaining agile and resilient to address future challenges
  • Successful digital transformation initiatives to drive new growth opportunities
  • The best finance tools and technologies to invest in
Join Us at This Event

Speakers

Michael Mance

Vice President of Financial Operations
Dialysis Care Center

Keith Neal

Executive Vice President & Chief Financial Officer
Advocates

Shwetha T. Pai

Chief Financial Officer
VCM Products

Alonso Ramos

Chief Financial Officer
The Intec Group, Inc.

Guita Sharifi

Chief Financial Officer
Lifelong Learning Administration Corporation

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England

Sponsors

Field of Study:Finance

Level:Overview

Prerequisite:None

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
WeWork

Rahul Handa

Integrated Commercial Lead
Dentsu

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