Overview

Small and midsize businesses (SMBs) continue to demonstrate remarkable agility and resilience amid a rapidly evolving marketplace. As they tackle unforeseen challenges, SMB finance teams are refining processes and enhancing capabilities to drive organizational success.

As SMBs progress through the year, top priorities will include adopting new technologies for long-term success, breaking down silos within the finance function, attracting top finance talent, and optimizing existing processes.

Join this Argyle SMB Finance Leadership Forum on May 15, 2025, to explore the essential focus areas for SMB finance teams, including:

  • Designing effective contingency plans to address future disruptions
  • Understanding the diverse roles within finance teams and the value of cross-training employees
  • Leveraging scenario planning, FP&A, and predictive analytics to improve decision-making
  • Identifying cost-effective technologies and automation solutions that fit your needs
  • Strategies for recruiting, hiring, and retaining finance talent

Speakers

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Shwetha T. Pai

Chief Financial Officer
VCM Products

Philip Peck

Vice President, Advisory Services and Finance Transformation Practice
Peloton Consulting Group

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

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