Small and midsize businesses (SMBs) are incredibly agile and have adapted to constantly changing, and often volatile, business environments. By overcoming many challenges, SMB finance teams have learned to harness the power of disruption and position their team for success.

SMB finance goals are achieved through cross-team collaboration, eliminating siloes within the finance function, hiring the best finance talent, and aligning organizational goals to increase profitability. CFOs are also tasked with ensuring their finance team’s technological needs are met, including investing in new tools or solutions that streamline traditional processes.

By joining this Argyle SMB Finance Leadership Forum, you will gain a better understanding of the top priorities for SMBs for the remainder of the year and strategies that finance leaders are using to sustain growth. You will also learn:

  • How to prepare for the remainder of the year, including developing contingency plans for potential disruptions
  • The various roles of finance team members and the importance of cross-training employees on various responsibilities
  • Successfully using scenario planning, FP&A, and predictive analytics
  • How to identify the best technologies or automation implementations for your organization, especially on a budget


Dipti Arora

Vice President of Finance

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Rosylin Johnson

Joe Malloy

SALT Managing Director

Larry Mellon

Tax Director, Chief Tax Office
Vertex, Inc.

Shwetha T. Pai

Chief Financial Officer
VCM Products

Alonso Ramos

Chief Financial Officer
The Intec Group, Inc.

Carla Rodriguez

Director of Finance

Field of Study:Finance



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.


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

Rahul Handa

Partner and Vice President Commercial Finance
Think BPO Inc

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Saurabh Jain

Vice President, Business Performance Controlling
Siemens Healthcare

Christian Mezger

Executive Vice President & Chief Financial Officer

Tosan A. Olley

Finance Professional, Former JP Morgan Technology FP&A

Summer Redmon

Vice President, Finance & Accounting
apree health

Amit P. Shroff

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