As finance teams navigate the new year, SMBs are continuing to prioritize digital transformation initiatives, cross-team collaboration, and new innovative technologies.

By strengthening core financial processes, finance teams are able to ensure enterprise-wide success, increased profitability, and organizational growth. SMB finance leaders are focusing on improving predictive capabilities, harnessing the power of FP&A, unlocking the power of big data, and creating effective predictive analytics frameworks.

Join this Argyle SMB Finance Leadership Forum which will discuss important SMB finance strategies for success, including:

  • Best practices for SMBs struggling to begin their digital transformation journey
  • How to harness the power of FP&A and predictive analytics
  • Implementing AI, ML, and RPA for the finance function
  • How to communicate the value of new investments to stakeholders
  • Budgeting for new tools and technologies

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

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
Opal Fuels, LLC

Sue Cheung

Chief Financial Officer
Marrone Bio Innovations

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

Senior Vice President- Payments & Commerce Solutions, Corporate Investment Bank
JPMorgan Chase & Co.

Summer Redmon

Vice President, Finance & Accounting
Vera Whole Health

Amit P. Shroff

Vice President, Toyota Financial Services
Toyota, North America

Nayab Siddiqi

Former Chief Financial Officer and Head of Strategy
REZY360 Inc.

Jeanette Wade

Chief Financial Officer & Chief Operating Officer
Ascentria Care Alliance