Overview

Small and midsize businesses (SMBs) continue to demonstrate exceptional agility in the face of unforeseen disruption. Finance teams have been instrumental in navigating new challenges and have leveraged their ability to adapt quickly and enhance processes for greater efficiency.

In order to stay ahead of the curve, finance teams have adopted new tools and technologies to ensure long-term stability and growth while improving overall performance. Top priorities include streamlining and automating traditional finance operations, fostering a collaborative finance culture, and building a flexible finance team. There is also a heavy focus on improving critical functions such as FP&A, scenario planning, and predictive analytics to make smarter decisions and ensure stability.

Join this Argyle SMB Finance Leadership Forum on August 19, 2025, to explore the critical strategies and technologies that will shape the future of SMB finance, with insights into:

  • Developing a resilient contingency plan to mitigate future disruptions
  • Building a versatile finance team through cross-training and multi-functional roles
  • Leveraging scenario planning, FP&A, and predictive analytics for smarter decision-making
  • Identifying the best cost-effective technologies and automation solutions for SMBs
  • Attracting, hiring, and retaining top-tier finance talent to drive growth and innovation
Join Us at This Event

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