Agenda
Office of the CFO
Registration & Networking
Breakfast Briefing
Actum Welcome
Chair Opening Welcome
The CFO as Value Architect, Not Just Steward
Networking Break
From EBITDA to Cash: Working Capital Optimisation, Cost Transformation and Margin Expansion
Data-Driven Finance: AI in FP&A and Real-Time Dashboards
Lunch: Two Parallel Tracks
Debt & Capital Structure: Refinancing in a Higher-Rate Environment
Crisis-Proofing Portfolio Companies: Scenario Planning and Liquidity
Networking Break
Driving Measurable Impact Through Digital Change
Talent in Finance Teams: Upskilling and Retention
Closing Remarks
Drinks Reception
Actum Value Creation Awards
Practical Workshops: Office of the CFO
Four hands-on workshops run alongside the main stage. Each is one half-day session in two parts, so delegates commit to a single workshop for the day. Please bring a laptop. Places capped at 15 per workshop; pre-registration required.
Cash Is King: 13-Week Cash Flow & Working Capital Lab
Build a 13-week cash flow forecast from a case company's trial balance and operating data.
Identify receivables, payables, and inventory levers and quantify the cash they release.
13-week cash model and working capital playbook.
Build a Board Dashboard with AI in FP&A
Define the KPIs a PE board actually needs and map where AI speeds up forecasting and commentary.
Build a live board dashboard with automated variance commentary from a sample data set.
Board KPI pack template.
Exit-Ready Finance: Preparing for Sale from Day One
Assess a case company against buyer diligence expectations: quality of earnings, data room readiness, and KPIs.
Build an 18-month exit readiness plan and draft the CFO's section of the equity story.
Exit readiness scorecard.
Fast Close: Getting to a Five-Day Month-End
Map a case company's month-end close, find the bottlenecks, and spot where manual work and rework creep in.
Design the target close calendar and the automation and systems roadmap needed to sustain it.
Close calendar template and finance systems roadmap.
Contact and registration
Reach out directly using the form below.