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 GTreasury and Accordion Partners 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 panel-led discussion, which will be grounded in real-world experience, with opportunities for audience Q&A. 

‍The Details:

📅 Tuesday, February 24, 2026
📍 Midtown Manhattan
⏰ 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.)

Space is intentionally limited to 30 to ensure meaningful conversation. Register now to secure your spot.

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