Automotive

SMB Finance Leadership Forum: Trends & Tech for a New Era of Finance

Forum

Overview

Overview

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

Replay On-demand

Speakers

Jeanette Wade's portrait

Jeanette Wade

Chief Financial Officer & Chief Operating Officer

Ascentria

LinkedIn icon
Kerstin Janz's portrait

Kerstin Janz

Managing Director - Indirect Tax Technology & Transformation

BDO

LinkedIn icon
Guita Sharifi's portrait

Guita Sharifi

Chief Financial Officer

Lifelong Learning Administration Corporation

LinkedIn icon
Nick Skarlatos's portrait

Nick Skarlatos

Tax Managing Director, Indirect Tax Automation National Practice Leader

BDO

LinkedIn icon
Shwetha T. Pai's portrait

Shwetha T. Pai

Chief Financial Officer

VCM Products

LinkedIn icon
Lee Irwin's portrait

Lee Irwin

Solutions Engineer

Vertex Inc.

LinkedIn icon
Tosan A. Olley's portrait

Tosan A. Olley

Finance Professional, Former JP Morgan Technology FP&A

Equinix

LinkedIn icon
Bill logo
Vertex logo

Organiser

Argyle logo