Small and midsize businesses (SMBs) have proven to be resilient, agile, and prepared to overcome any unprecedented challenge. Considering economic uncertainties and various unforeseen disruptions, these smaller organizations must continue to focus on flexibility and be able to adapt to any crisis.

There will always be lingering affects of the global pandemic and a shift to a “new normal”, whatever that may be, will impact organizations in every industry. So, how can SMBs strengthen their finance departments to ensure long-term growth, increased profitability, and sustainability?

Join this Argyle: SMB Finance Leadership Forum, which will uncover the top priorities for SMB finance leaders including:

  • Planning and budgeting for finance transformation initiatives including new technologies and automation tools
  • Evaluating the potential benefits of cryptocurrency and blockchain
  • Ensuring finance goals align with the overall goals of the organization
  • How to strengthen existing finance talent and provide employees with reskilling and upskilling opportunities for career development
  • Harnessing the power of FP&A, scenario planning, and predictive analytics


David Duffie

Vice President of Accounting & Finance
Leap Services, Inc.

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

Michael Mance

Vice President of Financial Operations
Dialysis Care Center

Peter McKenzie

Chief Financial Officer & Corporate Director
Anticipa Real Estate

Chris Ortega

Chief Executive Officer
Fresh FP&A

Guita Sharifi

Chief Financial Officer
Lifelong Learning Administration Corporation

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

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