SMB Finance Leadership Forum: Resilient SMB Finance – Optimism for the Future - Argyle Executive Forum Events

Overview

Small and Midsize Businesses (SMB) have remained resilient throughout the global pandemic, quickly adapting to change and exemplifying agility during trying times. CFOs and finance executives of SMBs continue to lead their teams forward, by innovating product offerings and finding new revenue streams.

CFOs and their finance teams are tasked with critical functions including forecasting, planning, budgeting, and navigating a new digital-first environment for organizational success. So, what does the remainder of 2021 have in store for finance leaders of SMBs?

Critical focuses include strategizing for the future, heightening FP&A initiatives, increasing scenario planning, managing risk, and remaining agile to overcome unpredictable disruption.

In this Argyle Digital SMB Finance half-day forum, topics of discussion will include:

  • CFOs and finance executives preparing for recovery and rebound
  • Strengthening the FP&A function and scenario planning
  • Navigating the return to in-person or hybrid work environments
  • Implementing new technologies to manage cash flow
Join Us at This Event

Speakers

Agenda

 

1100

1200

1300

1400

11 AM - 11:30 AM ET

KEYNOTE

Abstract coming soon! 

Christian MezgerExecutive Vice President & Chief Financial OfficerAnuvu

11:35 AM - 12:05 PM ET

THOUGHT LEADERSHIP

Abstract coming soon! 

12:10 PM - 1 PM ET

PANEL DISCUSSION: The Future of FP&A for SMB Finance

FP&A is an integral part of the finance function, and it will only continue to grow in importance. Forecasting, planning, and budgeting for small and midsize organizations is much different compared to larger corporations, and it is critical for SMB finance professionals to strategize for growth. So, what are the priorities for FP&A teams and how do you plan for the unknown?

In this insightful panel discussion, topics will include:

  • Budgeting for unforeseen costs and increasing revenue
  • Enhancing the FP&A function to properly plan for the future
  • Increasing the use of scenario planning

Moderator:

Teddy CollinsSenior Director, Corporate Finance & IRSeatGeek

Panelists:

Aneal VallurupalliChief Financial OfficerAirbase

Glen ParrilloVice President of Finance and ControllerAccuWeather

Michael Mance Vice President of Financial OperationsDialysis Care Center

Rina KackerSenior Finance Director - FP&ACoursera

1:05 PM - 1:55 PM ET

FIRESIDE CHAT: SMB Finance Transformation – Deploying New Technologies & Strengthening Existing Processes

Technology has played a critical role in allowing small and midsize businesses to quickly pivot and adapt amidst disruption, and the role of technology will continue to grow in importance. From fascinating artificial intelligence (AI) that makes finance predictions to enhancing e-commerce capabilities, SMBs are able to improve processes and increase profitability.

In this interactive fireside chat, topics will include:

  • Evaluating technology trends of 2021 and beyond
  • Embracing new technologies to create opportunities
  • Enhancing the bottom line through new implementations, including cloud-based software

David LeviSenior Vice President Controller, Principal Accounting OfficerVonage

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.

Nayab Siddiqi is a Finance professional with over 25 years of experience that he gained while working at leadership positions for highly respected global organizations. His experience spans several industries including Payments, Technology, Investment Banking & Private Equity, Oil & Gas, Manufacturing and Professional Financial Services. He had the privilege of working in various parts of the world where he assumed key responsibilities and gained valuable insight into global business and financial environment. His global experience spans North America, Europe, Asia Pacific, Middle East, South East Asia and Africa. His key areas of expertise include Business and Financial Strategy, Corporate finance, and Financial Management.


Nayab is presently working as Chief Financial Officer and Head of Strategy for REZY360 Inc. a Silicon Valley based technology company that provides technology and services to the travel sector. He is also Managing Partner of ZAYNA Ventures which is a company providing Business Incubation, Business Acceleration and Global expansion services.


Sue Cheung is an audit committee financial expert and versatile leader in all areas of finance, accounting and tax. She is currently a CFO of a NASDAQ listed technology company, a board member to a nonprofit institution and a finance committee chair to a venture firm. Her 25+ years of work experience spans from manufacturing, semiconductor technology, AI software, to public accounting and venture capital. She has broad knowledge and experience in oversight of financial reporting, internal and external audit, risk management, capital financing and investor relations. She is well-versed in operational strategy while ensuring financial compliance. Sue is highly qualified to serve as an Audit Committee Chair on a Public Board. She is also well-suited to bring her public and private company CFO experience to the board of a pre-IPO company.


While serving as a CFO at QuickLogic (NASDAQ: QUIK), Sue led a strategic acquisition of an AI SaaS Company, which enabled the semiconductor company to provide end to end platform solutions.  For 13 years, she has served as a key business advisor to the board and the executive team, driving worldwide operational strategy by investing in core technology while reducing 30%+ operating expense.  Over the past five years, she completed $100+ million capital financing in the form of public offerings and private investments (PIPEs). With her extensive investor networks, Sue developed an outreach plan that increased institutional ownership by 3X in one year.


At Dell Sonicwall (NASDAQ: DELL), Sue led pre and post-acquisition integration in three M&A transactions in 12 months. She managed all external reporting and consolidations of 20+ international entities. While working at VeriFone (NASDAQ: PAY), she was a key contributor in the company’s IPO and subsequent secondary offerings.


Sue oversaw finance, operations, HR, legal, IT and facilities when she served as CFO and COO at Fortrend, a private semiconductor equipment company. She improved operational efficiency by implementing a new manufacturing process and a new ERP system. As head of Finance & Administration at eBest Mobile, an early stage startup in CRM, Sue secured $20M+ venture funds in Series A, scaled business and grew the team by 10X in 18 months. Both companies were successfully sold to large international acquirers.


Sue started her career as an auditor and a tax consultant at PriceWaterhouseCoopers (PwC). Over her five-year tenure, she served various public and IPO clients in industries from real estate, government, hospitality (Coopers&Lybrand in Miami), to technology, life science and manufacturing (PwC in San Jose).


Sue currently serves as a board member for the Association of Corporate Growth (ACG) and is a finance committee chair at Reaction, a venture capital and private equity firm. She is an active member of the CFO Council at Global Semiconductor Alliance (GSA). Every month, she co-leads Stanford GSB Women Circle in Peninsula. She is a member of Financial Executive International, AICPA and California Society of CPAs.


Sue earned a Ph.D. in Business Administration and a Master of Accounting from Florida International University. She completed the Stanford Executive Program in 2019 from Stanford Graduate School of Business. She is a California Certified Public Accountant (CPA).


Sue is bilingual in English and Mandarin Chinese.