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.

What will you learn?

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

schedule

Date: Thursday, March 12 | Venue: Mission District, San Francisco | Time: 4:00 PM – 7:30 PM | Limited to 30 attendees

March 12, 2026

Start Time:
4:00 pm
,
Pacific

4:00 - 4:30 PM | Welcome Reception - Champagne and artisan charcuterie while networking with peers

4:30 - 5:15 PM | Insight Sessions

  • What Good Looks Like: Best-Practice Cash Flow Forecasting in PE-Backed Companies
  • Practical perspectives from Accordion and Ripple Treasury on discipline, scale, and AI as an enabler

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

Speakers

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