On-Site Hosted Event
The New Standard: Best-Practice Cash Flow Forecasting For Fast Growing Companies
About
Cash flow forecasting has long been an essential operating discipline for all fast growing companies, but particularly in private-equity-backed businesses.
As portfolio companies scale through acquisition, decentralization, and tighter sponsor scrutiny, traditional Excel-based forecasting models often struggle to keep up. Which creates risk, bottlenecks, and restricted cash flow visibility if the right process components are not in place.
Join Ripple Treasury, powered by GTreasury and Accordion for an intimate, invitation-only evening exploring:
- What good cash discipline looks like in PE and why it should be the gold standard for all treasury teams to aspire to, regardless of ownership model
- What best practice cash flow forecasting looks like today, and the core building blocks needed to succeed
- Where AI can deliver powerful, practical value in cash flow forecasting, and the long term benefits of institutionalizing best practices with specialist software solutions
This is a fireside chat, which will be grounded in real-world experience, with opportunities for audience Q&A. Join us for Interactive discussion with experts from Accordion Partners and Ripple Treasury where you’ll hear real-world perspectives and lessons learned on best practice cash flow forecasting.
📅 Date: Thursday, March 12
📍 Venue: Mission District, San Francisco
⏰ Time: 4:00 PM – 7:30 PM
🎟️ Limited to 30 attendees
This evening is designed for senior finance leaders who value discipline, clarity, and credibility:
- CFOs and Heads of Finance at PE-backed portfolio and other fast growing companies
- Treasury leaders managing multi-entity or acquisitive environments
- Finance executives seeking to modernize forecasting without adding headcount
- Operating Partners looking to learn and support their high performing CFOs
(While PE-focused, the principles discussed represent the gold standard for treasury teams across all ownership models.)
Reserve your seat
Space is intentionally limited to 30 to ensure meaningful conversation. Register now to secure your spot.
Key Takeaways
What separates good treasury from great treasury
The characteristics of best-in-class processes: accuracy, repeatability, speed, governance, and working-capital insight
The hidden cost of your spreadsheet-dependent treasury
Common failure points as Excel tech debt & complexity increases in tandem with growth
How smart teams are using AI to lock in what works
How AI and automation are being used to institutionalize best practices, not replace them
Better processes pay. Here’s how to prove it.
The ROI to consider when considering an investment in establishing a best-in-class process
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