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Overview

Finance leaders in small and mid-sized organizations are navigating an increasingly complex environment where economic volatility, competitive pressures, and rapid technological change demand more strategic financial leadership. SMB finance teams are expected to maintain strong financial oversight while also supporting growth, operational agility, and smarter business decision-making.

Modern finance functions are adopting cloud-based systems, automation, and advanced analytics to improve financial visibility and streamline core processes. These technologies enable finance leaders to strengthen forecasting, monitor performance more closely, and respond quickly to changing market conditions.

Finance leaders are playing a larger role in shaping business strategy and by translating financial data into actionable insights, SMB finance teams help guide investment decisions, manage risk, and support sustainable expansion.

Join us for the SMB Finance Leadership Forum on December 10, 2026 which brings together finance leaders from growing organizations to examine how strategic finance practices can support resilience, scalability, and long-term business success. Attendees will gain valuable insights including:

  • Strengthening financial planning and forecasting in fast-changing business environments
  • Leveraging modern finance technologies to improve efficiency and financial visibility
  • Using financial insights to guide strategic investments and business growth
  • Managing financial risk while supporting operational expansion
  • Building agile finance teams equipped to support scaling organizations
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Agenda

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KEYNOTE PRESENTATION: Growth Without Losing Control - The Finance Playbook for Scaling

11:00 am – 11:30 am ET

Growth can create as many financial challenges as opportunities. As organizations expand, finance leaders need to keep a close eye on cash, margins, investments, and operational performance without slowing the business down.

This keynote will explore how finance leaders can build the financial discipline needed to support growth while giving the business room to move quickly.

In this keynote presentation, you will learn:

  • Building financial visibility as the business grows
  • Knowing when financial processes need to change
  • Balancing investment in growth with financial discipline
  • Identifying the numbers that matter most as organizations scale
  • Preparing finance for the challenges that come with expansion

PANEL DISCUSSION: When Growth Gets Complicated - What Finance Leaders Need to Get Right

11:35 am – 12:25 pm ET

Growing organizations rarely scale in a straight line. New markets, employees, customers, systems, and expenses can quickly make financial planning more complicated. Finance leaders must help the business move forward while keeping risks and resources in check.

This panel will bring together finance executives to discuss the practical decisions that become more important as organizations grow.

Join this engaging panel discussion, which will explore:

  • Managing cash and resources during periods of rapid growth
  • Keeping forecasts useful when conditions change quickly
  • Deciding when to invest—and when to hold back
  • Managing financial risk without becoming a roadblock to the business
  • Building stronger communication between finance and operating teams
  • Lessons learned from scaling finance processes and teams

THOUGHT LEADERSHIP

12:30 pm – 1:00 pm ET

Abstract coming soon!

KEYNOTE PRESENTATION: Building a Finance Team That Can Keep Up

1:05 pm – 1:35 pm ET

A growing business needs a finance function that can grow with it. Processes that work for a smaller organization can quickly become inefficient as transaction volume, headcount, customers, and business complexity increase.

This keynote will explore how finance leaders can build teams, processes, and systems that remain effective as the organization changes.

Topics explored will include:

  • Knowing when to add people, technology, or outside support
  • Simplifying finance processes before adding more complexity
  • Building a team that can support both daily operations and long-term planning
  • Using automation where it can genuinely save time
  • Preparing the finance function for the next stage of growth

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