Feb 2024

📈 This course makes the complexity of FP&A remarkably simple. You’ll get the same flagship curriculum used by FP&A teams at Fortune 500s.


Carl Seidman CPA | Microsoft MVP

Principal, Seidman Financial

FP&A Technical Fluency and Strategic Thinking

Spotify

NerdWallet

Workday

CIBC

COURSE OVERVIEW FP&amp;A Technical Fluency and Strategic Thinking is the public offering of Carl Seidman's flagship FP&amp;A professional development curriculum (FP&amp;A Technical and Strategic Mastery) which has been a cornerstone of FP&amp;A training at dozens of Fortune 500 financial leadership development programs (FLDPs), midmarket companies, and small entrepreneurial businesses. Companies that have enrolled FP&amp;A Analysts, Managers, and Directors include:------------------------------------------------------ABM Industries, Allscripts, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford &amp; Company, The U.S. Department of Housing and Urban Development, Discover, Energy Transfer, Erie Insurance, EVRAZ, Express Scripts, FS Investments, Genentech, Guy Carpenter, HCPI, Heartland Financial, HP Enterprise, Hormel, Hostess Brands, IGT, Michelin, NerdWallet, Outsystems, Rapid7, Santander, Sloan Valve, Sol Petroleum, Spotify, Telus, Triple-S, United Technologies, The University of Wisconsin-Madison, Verizon, Walmart, and Workday.------------------------------------------------------You'll learn the technical skills and mindset to make the greatest amount of difference to landing a job in FP&amp;A, getting promoted, and pursuing the internal opportunities you're looking for. Gain a comprehensive understanding of financial management tailored for small and midsized businesses (SMBs): 🟩 Financial planning &amp; analysis🟩 Accounting &amp; treasury🟩 Corporate finance and valuation🟩 Business &amp; data analysis Equip yourself with the skills to make informed financial decisions and support strategic growth: 🟪 Forecast revenue and expenses🟪 Drive enduring profitability🟪 Optimize working capital🟪 Manage cash flow Throughout this 6-session immersive learning experience, you'll effectively navigate financial challenges and growth opportunities. You'll master key concepts like: 🟦 Dynamic FP&amp;A business modeling🟦 Rolling P&amp;L forecasts🟦 Strategic planning The 2024 relaunch includes curriculum that has been refined, upleveled, and expanded to address the combination of technical, strategic, and critical analysis within FP&amp;A. This course will empower business owners and financial leaders to translate financial data into actionable strategies, ensuring long-term sustainability. Welcome to THE premier course in FP&amp;A technical fluency and strategic thinking. ------------------------------------------------Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org. Seidman Financial is a division of Seidman Global LLC. ----------------------------------------------------📆 2025 COHORTS---------------------------------------------------- 9 Sessions, 2 hours each:Tuesdays and Fridays, 9am - 11am CDT ----------------------------------------------------Total Live Commitment: 18.0 hoursTotal CPE: 18.0 credits----------------------------------------------------

FP&A  is Where Financial Strategy, Analysis and Operational Execution Converge

Management consultants, FP&amp;A advisors, and strategy professionals who offer business consulting services to small and midsized businesses

CFOs and financial analysts for SMBs who are tasked with data analysis, financial forecasting, and advising on financial matters.

Finance Directors and Managers who are responsible for budgeting and financial decision-making.

Entrepreneurs planning to start a business and seeking foundational knowledge in financial management to ensure their venture is successful.

Small Business Owners who have started their own businesses and need to understand the financial aspects to ensure sustainability.

Non-Financial Executives and Leaders in Operations, Marketing, or Sales who need to understand financial implications of their decisions.

Who is this masterclass for?

What you’ll get out of this course

Strategic financial planning goes beyond short-term budgets and forecasts. You'll learn how to align financial plans with business objectives, assess investment opportunities, and plan for long-term growth.

Develop strategic financial planning capabilities.

Learn key financial metrics and ratios, interpreting what you see in the financial statements, built from supporting schedules. This analytical skill set will empower you to evaluate business performance and make data-driven decisions within the operations of the business itself.

Acquire skills in financial analysis and interpretation.

Pricing is a critical element in any business model. You'll explore various pricing strategies and learn how to set prices that attract customers while maintaining healthy profit margins. This knowledge will be invaluable for product rationalization and revenue forecasting.

Learn pricing strategies for profitability.

You'll delve into the various types of costs businesses incur, and analyze the nature of fixed to variable elements. You'll learn techniques for cost analysis and optimization, enabling informed decision-making that maximize profitability without compromising on efficiency.

Understand cost structures and cost optimization.

Cash flow is the lifeblood of any business. You'll discover how to analyze cash flow statements, manage working capital, and implement strategies to optimize cash flow.

Gain expertise in cash flow management.

You'll learn the essentials of creating and managing budgets, including revenue forecasting and expense tracking. This foundational skill will enable you to allocate resources efficiently, identify financial risks early, and set achievable financial goals.

Master the fundamentals of budgeting and financial planning.

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First Module

Provide a brief description for each module as a way to sell the value of what students will be learning throughout the course.

Second Module

Third Module

Here's what's in the Masterclass:

Meet Carl, your instructor and guide

Many CFO and FP&amp;A training programs use made-up exercises. But not this one. Our discussions cover real client companies (names removed...of course).

Real-life cases of real-life companies with real-life professional colleagues

Tired of listening to so-called experts and talking-heads drone on in lecture-style format? Me too. That's why I don't do it. My programs are highly-interactive and challenging. If you don't like joining in on organic conversations and participating in after-program connection, this program may not be the best one for you.

Interactive and rich in engagement

I interview most applicants to the program so I do my best to ensure each cohort is made of great people. They're sharp, savvy, and want to learn and contribute. This chemistry ensures it's a positive experience for everyone.

Learn with a cohort of peers

Participants have attested that this is the best FP&amp;A training program they've ever attended.

Join us...

Learning is better with cohorts

Frequently Asked Questions

Manage the Balance Sheet and Optimize the Company's Working Capital Forecast

Develop a Rolling P&L Forecast Driven by Segmented Revenue and Expense Channels

Build a Dynamic Rolling Cash Flow Forecast

<a href="https://maven.com/seidman-financial/the-fractional-cfo-power-skills-program" rel="noopener noreferrer" target="_blank">Click here for more info</a>

The Fractional CFO Power Skills Mastermind

<a href="https://maven.com/seidman-financial/excel-finance" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Dynamic Excel for Finance

<a href="https://maven.com/seidman-financial/financial-modeling" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Advanced Financial and Business Modeling

<a href="https://maven.com/seidman-financial/cash-flow-forecasting-and-modeling" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Cash Flow Forecasting and Modeling

<a href="https://maven.com/seidman-financial/managing-data-for-finance-with-power-query" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Managing Data for Finance with Power Query

<a href="https://maven.com/seidman-financial/financial-planning-and-analysis" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Financial Planning & Analysis (FP&A) Technical and Strategic Mastery

<a href="https://maven.com/seidman-financial/delivering-financial-presentations-with-executive-presence" rel="noopener noreferrer" target="_blank">Click here for more info</a>

Delivering Financial Presentations with Executive Presence

Forecasting and Valuing Major Capex Projects

Data Visualization and Power BI for Finance

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Students receive a certificate and 18.0 continuing professional education (CPE) credits for completing the course. 

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