Lenders. Private credit. Private equity.
Your competitors will be there.
Will you?
ELEVATE your edge at TMA Annual. See AI put to work on a 13-week cash-flow forecast, then build the relationships that help you put new insights into action.
From raw files to critical review
See the build.
Understand the process.
Know what to question.
AI can produce a forecast quickly. Evaluating that forecast takes judgment. This live demonstration puts both the process and the questions in front of the room.
- 01Organize the inputs
Explore how to turn raw engagement files into the foundation for a documented, repeatable cash-flow process.
- 02Pressure-test the forecast
Learn how to identify anomalies, challenge outputs, and surface operational opportunities.
- 03Ask better questions about AI
Consider where client data goes, how AI use is documented, and what review is needed before relying on an output.
What’s in it for you?
Sharper questions. Stronger connections.
For lenders and private credit
Strengthen the questions you ask about borrower liquidity and AI-assisted reporting. Connect with restructuring advisors, attorneys, investors, and fellow capital providers whose experience can inform your next conversation.
For private equity
Explore a practical approach to reviewing cash-flow forecasts and identifying operational opportunities. Meet professionals who can support portfolio companies through complexity, financial distress, and change.
Meet the panel
Practitioners bringing AI into the room.
Clara Goetsch, CPA
Manager
Oliver Wyman
Brian Kilmer
Shareholder
Quadros Migl & Kilmer PLLC
Alex Vopat, CPA
Director
Veritas Restructuring Group
Ken Yager, CTP
President
Newpoint Advisors Corporation
One session. Many reasons to attend.
The insights get your attention.
The relationships extend their value.
The AI demonstration is just one draw. Across TMA Annual, connect with lenders, investors, advisors, and legal professionals who bring different perspectives to the same challenges.
Build referral relationships, exchange ideas, and make introductions that can lead to your next collaboration. Make sure your firm is part of the conversation.
Explore TMA Annual →ELEVATE your edge
Be in the room.
October 27–30, 2026
Marriott Marquis Houston · Houston, Texas
Need registration assistance? Contact conferences@turnaround.org.