Small and midsize businesses (SMBs) must keep a close eye on critical business trends that could affect operations, and it is imperative for finance leaders to have a clear vision of their top priorities for the new year.
By taking the time to reflect on lessons learned from last year, SMBs are able to grow from mistakes and position their business for overall success. In order to stay ahead of the curve, it is important to remain agile and resilient to overcome any potential future disruptions.
Main focuses for 2024 will include finance transformation, implementing new technologies (such as AI), strengthening FP&A processes, developing strategic frameworks, and investing in the best finance talent for long-term success.
In this Argyle SMB Finance Leadership Forum on February 1, 2024, you will learn best practices for SMBs in the new year, including:
Small and midsize businesses have proven to be incredibly resilient, remaining steadfast despite times of disruption and unforeseen challenges. As finance teams continue to strengthen critical processes and build successful planning frameworks, it is imperative to stay abreast of any potential volatile economic downturns and sudden obstacles. This includes rising inflation rates, increasing interest rates, and a slowdown in cash flow or liquidity needs as the market ebbs and flows with the changing times.
In this keynote presentation, you will learn:
Chief Financial Officer
For small and medium-sized businesses, maintaining indirect tax compliance is more challenging than ever before. Evolving tax regulations, increased audit scrutiny from authorities, and a shortage of tax professionals have resulted in more companies harnessing new tax automation technology to mitigate risk and scale for growth.
Join this interactive discussion with industry leaders from Vertex and BDO and learn:
Senior Producer
Solutions Engineer
Managing Director - Indirect Tax Technology & Transformation
Tax Managing Director, Indirect Tax Automation National Practice Leader
Technology is always evolving and there are countless tools, solutions, and providers for SMBs to consider investing in, especially for cybersecurity. As businesses grow, so does risk, making it imperative for CFOs to focus on implementing the most effective cybersecurity infrastructure to protect critical data. So, what should smaller businesses be investing in for the future and how can they appropriately budget for these new investments?
Join this keynote presentation, which will uncover:
Chief Financial Officer
Finance Professional, Former JP Morgan Technology FP&A
As SMBs continue to explore the new year, CFOs remain focused on growth and expanding the business to increase the bottom line. However, these finance leaders must be more selective about their spending and utilize core processes such as FP&A to create strategic scenario planning frameworks and predictions for what lies ahead.
In this panel discussion, you will learn:
Chief Financial Officer
Field of Study:Finance
Level:Overview
Prerequisite:None
Advance Preparation:None required
Delivery Method:Group Internet Based
Recommended CPE Credit(s):1
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
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