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:
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:
(While PE-focused, the principles discussed represent the gold standard for treasury teams across all ownership models.)
Space is intentionally limited to 30 to ensure meaningful conversation. Register now to secure your spot.
The characteristics of best-in-class processes: accuracy, repeatability, speed, governance, and working-capital insight
Common failure points as Excel tech debt & complexity increases in tandem with growth
How AI and automation are being used to institutionalize best practices, not replace them
The ROI to consider when considering an investment in establishing a best-in-class process
Date: Thursday, March 12 | Venue: Mission District, San Francisco | Time: 4:00 PM – 7:30 PM | Limited to 30 attendees
4:00 - 4:30 PM | Welcome Reception - Champagne and artisan charcuterie while networking with peers
4:30 - 5:15 PM | Insight Sessions
5:15 - 5:30 PM | Mingling & Raffle - Connect with peers as our private chef prepares the evening's menu
5:30 - 7:30 PM | Wine Tasting & Completition- Sommelier-led tasting experience with interactive discussion on quality, value, and discernment
7:30 PM | Closing & Parting Gifts - Custom take-home resources and custom leader wine bag
Conéctese hoy mismo con expertos de apoyo, soluciones integrales y posibilidades sin explotar.
