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:

  • How to improve the FP&A function for better predictive capabilities and scenario planning
  • Finding and hiring new finance talent, especially in a shaky market
  • How to remain flexible, agile, and resilient to overcome future challenges
  • Implementing digital transformation initiatives that will launch your business into new growth
  • The most efficient finance tools and technologies to invest in, and the role AI will play within the finance function
Join Us at This Event


Lee Irwin

Solutions Engineer
Vertex Inc.

Kerstin Janz

Managing Director - Indirect Tax Technology & Transformation

Tosan A. Olley

Finance Professional, Former JP Morgan Technology FP&A

Shwetha T. Pai

Chief Financial Officer
VCM Products

Guita Sharifi

Chief Financial Officer
Lifelong Learning Administration Corporation

Nick Skarlatos

Tax Managing Director, Indirect Tax Automation National Practice Leader

Jeanette Wade

Chief Financial Officer
Planned Parenthood of Northern New England

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.

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

Rahul Handa

Partner and Vice President Commercial Finance
Think BPO Inc

Saurabh Jain

Vice President, Business Performance Controlling
Siemens Healthcare

Christopher Hollinger

Chief Financial Officer
Rethink Food NYC

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