Small and mid-sized business leaders are redefining what it means to lead through change. With economic uncertainty, tighter margins, and rapid advances in AI and automation, today’s SMB finance teams are being challenged to do more with less.
This new era of SMB finance leadership calls for adaptability, innovation, and decisive action. Finance teams must modernize their systems, streamline reporting, and harness technology to improve forecasting accuracy and cash flow visibility all while maintaining compliance and control.
To be successful, SMB finance leaders are optimizing present operations while also positioning their organizations for scalable, intelligent growth in 2026 and beyond.
Join us for the SMB Finance Leadership Forum on February 5, 2026, where senior finance executives and industry experts will explore:
As small and midsize businesses prepare for the year ahead, finance leaders must leverage past lessons to build resilience and drive sustainable growth. SMBs can adopt strategic finance initiatives to remain competitive, navigate uncertainty, seize new opportunities, and turn financial challenges into new growth. This includes navigating new trends that are shaping the finance landscape and the role of digital transformation in improving financial agility.
Join this keynote presentation to learn:
Chief Financial Officer
FP&A leaders must move beyond static reporting to drive strategic decision-making. By harnessing the power of AI and automation, FP&A teams are able to implement AI-driven forecasting and predictive analytics to enhance accuracy, eliminate inefficiencies, and turn financial data into a competitive advantage. When successfully integrated, AI and automation can strengthen FP&A processes, reduce manual workloads, and enable real-time scenario planning.
Join this exciting panel discussion to learn:
Head of Global FP&A
Vice President of Finance
Vice President of Corporate Finance
Abstract coming soon!
To scale successfully, SMB finance leaders must embrace transformation, modernize core processes, and invest in technologies that enhance performance and visibility. Sustainable growth increasingly depends on the ability to integrate automation, adopt digital finance tools, and strengthen financial operations. As competition intensifies, organizations are prioritizing finance teams that can combine technical expertise with strategic thinking.
Join this keynote presentation to learn:
Chief Financial Officer
Real person here
