Overview

As finance teams navigate the end of the year, these leaders are tasked with identifying the top priorities for 2026 and beyond, including AI and automation capabilities.

By reflecting on the previous year’s lessons, small and midsize businesses (SMBs) can turn challenges into opportunities and position themselves for sustained success. To remain competitive, it is crucial for finance teams to remain agile and resilient in the face of potential disruptions and ensure the business can adapt to fast-changing market trends and technologies.

Key focuses will include embracing finance transformation, implementing advanced technologies like artificial intelligence (AI), strengthening FP&A processes, developing strategic frameworks, and attracting top finance talent for long-term growth.

Join us at the Argyle SMB Finance Leadership Forum on December 4, 2024 to explore the best practices for SMBs to thrive in the new year, including:

  • Enhancing FP&A to improve predictive capabilities and scenario planning with AI
  • Finding and hiring top finance talent, especially in a dynamic and uncertain market
  • Remaining flexible, agile, and resilient to navigate future disruptions and challenges
  • Implementing digital transformation strategies to fuel growth and innovation

Identifying the most efficient finance tools and technologies to invest in, with a focus on the role of AI in streamlining finance operations

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