Small and midsize businesses (SMBs) have been forced to overcome unique challenges, and despite various disruptions, these resilient companies have also been presented with new opportunities that set them apart from the competition.

Through unwavering resourcefulness, adaptability, and agility, small business leaders have positioned their organizations for future success and increased profitability. Top priorities for CFOs include cross-team collaboration to ensure the entire business is aligned, evaluating new technology investments to improve processes, and hiring the best talent for continued success.

Join this Argyle SMB Finance Leadership Forum, which will uncover:

  • How to identify the best technologies, tools, and automations for smaller organizations
  • Best ways to remain prepared for future unknowns and what successful contingency plans look like
  • The many hats of an SMB CFO, including new roles and responsibilities
  • How to harness the power of FP&A and data analytics to make better predictions
  • Benefits of using scenario planning, especially when looking ahead at potential economic downturns
Join Us at this Event


Shayla King

Chief People & Culture Officer, Owner of Evolve Coaching

Delores Lenzy-Jones

CFO Partner
Eliassen Group

Michael Mance

Vice President of Financial Operations
Dialysis Care Center

Kimberly Mays

Transformation and Change Agent Leader

Keith Neal

Executive Vice President & Chief Financial Officer

Ashley Taylor

Vice President of Finance
Mouser Electronics

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

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