You know what’s in your bank account today—but do you know what your cash position will look like three months from now?
Join Will Boyd, Co-Founder and CMO of CEO Finance Academy, for a practical Deep Dive designed to help business owners build their first 3-month cash flow forecast and use it as a tool to make smarter financial decisions.
Following Will’s conversation at our October 15 Learning Day, this session will take a deeper, hands-on look at cash flow forecasting and how business owners can use simple financial visibility to plan ahead, manage expenses, and make confident decisions about growth.
Will is the Co-Founder and CMO of CEO Finance Academy, a financial coaching and fractional CFO firm that helps business owners better manage their finances so they can scale more profitably—and sleep easier at night. Since 2021, the CFA team has coached and managed the finances of 350+ companies. Will leads CFA’s marketing, content, and growth, while also running his own marketing consultancy, WB Marketing and Consulting. He is based in Pittsburgh, PA.
What you’ll walk away with:
- A clear understanding of what a cash flow forecast is and why it matters
- A framework for building your own 3-month forecast
- Practical guidance on projecting revenue, expenses, and cash needs
- A better view of upcoming financial opportunities and potential gaps
- Tools to help you make more informed decisions about your business
Come ready to roll up your sleeves—this Deep Dive is designed to be practical, actionable, and immediately useful.

