Overview

Small and midsize businesses (SMBs) are continuously growing and strengthening their finance function for long-term success. By reevaluating existing finance processes and developing a clear vision for the future, these resilient companies are able to prepare for any unforeseen challenges and remain agile for the remainder of the year.

Main focuses will include finance transformation initiatives to streamline processes, implementing new solutions, navigating potential AI capabilities, and developing strategic frameworks for continued growth.

In this Argyle SMB Finance Leadership Forum on September 12, 2024, you will learn best practices for SMB finance teams, including:

  • How to improve the FP&A function for better predictive capabilities and scenario planning
  • Finding and hiring new finance talent to add value to the finance function
  • How to remain flexible, agile, and resilient to overcome future challenges
  • Implementing digital transformation initiatives that will launch your business into new growth
  • The most efficient finance tools and technologies to invest in, and the role AI will play within the finance function
Join Us at This Event

Speakers

Jabin Geevarghese George

Global Enterprise Architect & Service Delivery Leader - Financial Technology
Tata Consultancy Services Ltd.

Phil Houmphan

Senior Director, Finance & Risk Center of Excellence
SAP

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

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

Sponsors

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