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TCG CFO Roundtable Invite only

AI in Finance: How to Scale Finance Teams for PE-Backed CFOs

What Investors Expect and How AI Helps Deliver It

When Wednesday, 17 June 2026 · 7:30am–10:00am
Where London
Request a seat This event is invite-only. Let us know why it's relevant to you and we'll respond personally.

This session explores the practical challenge of scaling a finance function under investor pressure to keep teams lean. We will walk through how GenAI can extend team capacity across reporting, forecasting, process documentation and controls without adding headcount.

Attendees will discover what peer CFOs in similar PE-backed environments are doing today, what has worked and what has not. There will be an open discussion on where AI genuinely replaces manual effort versus where it simply shifts the bottleneck, and how to present the case for AI investment to an investment committee.

Agenda

What to expect on the day.

  1. The PE Finance Challenge: Scale Without Headcount

    Investor expectations, lean team realities, and why the current model breaks under growth.

  2. Where AI Extends Capacity Today

    Reporting, forecasting, process documentation and controls — practical use cases that reduce manual effort.

  3. What Works and What Doesn't

    Lessons from peer CFOs in PE-backed environments: genuine wins, failed experiments, and where the bottleneck shifts.

  4. Building the Case for Investment Committee

    How to frame AI investment in language investors understand — ROI, payback, risk, and governance.

  5. Roundtable Discussion

    Interactive peer-led discussion on scaling finance under PE ownership and the practical realities of AI deployment across a portfolio.

  6. Summary & Takeaways

    Business case templates, capacity planning frameworks, and implementation resources introduced.

Who this is for

CFOs, FDs and operating partners navigating growth under PE investor scrutiny

Hosts

Who's in the room.

Peter Beard

Peter Beard ACA BFP

Founder & Managing Director , GenFinance.AI

Peter is a chartered accountant and a recognised voice in finance AI, combining Big-4 audit experience with hands-on expertise in generative AI deployment. At GenFinance.AI, he leads a team focused on transforming finance and accounting teams through practical, secure, and measurable AI — from audit automation to forecasting, CPD training, and governance.

ICAEW Board MemberFellow at Perplexity AIEx-EY
Phil Dye

Phil Dye

Co-Founder & Director , Finance Executive Search

Phil co-founded The Consultancy Group and leads the firm's executive search practice at the most senior level. Two decades of relationships across the CFO and Finance Director community — appointing into FTSE-listed businesses, PE-backed companies and high-growth SMEs across Media, Technology, Consumer and Retail.

CFO SearchFinance DirectorExecutive SearchPE & FTSE
LinkedIn ↗
Christian Pampellonne

Christian Pampellonne

Co-Founder & Director , Transformation & Private Equity

Christian co-founded The Consultancy Group and has spent decades helping executive teams navigate serious change. His expertise sits at the intersection of strategy, finance and transformation — and he brings a point of view on capability structure that goes well beyond filling a vacancy. He works at the most senior level across all three practices.

TransformationProject & Programme DeliveryM&A Integration & SeparationERP ImplementationProcess RedesignData & Analytics
LinkedIn ↗

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