Overview

As finance teams move through the second half of the year, FP&A teams continue to navigate unforeseen challenges and new opportunities.

With increased reliance on data-driven insights, the role FP&A within finance has become even more critical in shaping strategic decisions, driving operational efficiency, and fueling growth. The focus for finance has shifted towards not just managing risk, but actively identifying new opportunities for sustainable growth and long-term success. Therefore, it is imperative for modern FP&A teams to focus on digital transformation initiatives, including the implementation of cutting-edge technologies and AI solutions.

By prioritizing agility, innovation, collaboration, and scenario planning, FP&A teams will empower their business to embrace new growth and increase profitability.

Join us at the Argyle CFO Leadership Forum on July 29, 2025, where industry experts will discuss the latest trends and actionable insights on topics including:

  • Strengthening predictive capabilities with advanced scenario planning and forecasting
  • Best practices for fostering a culture of collaboration and communication
  • The most efficient tools and technologies to drive FP&A transformation
  • Integrating AI and automation into finance workflows without disruption
  • Smart budgeting for new digital transformation initiatives to optimize financial operations
Join Us at This Event

Speakers

Patricia Tatro, CPA

Founder & Fractional CFO
VantageVue

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