Cohort 7 (Jul 2024)

🔥 Being a full-time CFO isn't for everyone. But being in charge of your high-performing advisory biz is. Learn how to do it successfully.

Carl Seidman CPA | Microsoft MVP

Principal, Seidman Financial

Amy Vetter, CPA

CEO of the B3 Method Institute

The Fractional CFO and Advisory Mastermind & Community

Michelin

Discover

Sloan Valve Company | Franklin Park IL

EVRAZ Group

You learned finance and accounting in school. Maybe you went back and got an MBA, a professional certification or two. But you aren't progressing as much or as fast as you want or in the direction you desire. You don't want to wait for opportunities to come to you -- you want to create your own. You want to elevate yourself into a position of financial leadership. Or maybe you want to take the leap and start your own fractional CFO, FP&amp;A, or advisory business. CFO and financial training programs at top universities are often taught by professors. These certificate programs are notoriously expensive and inaccessible. And most financial training out there, well, it's just not so great. It isn't case-based or taught by someone who's an actual practitioner, working as a fractional CFO, and who has trained thousands of people at the companies you know and engage with every day... But this one is. And it's CPE- accredited by the National Association of State Boards of Accountancy (NASBA). WHERE DO YOU WANT TO GO? Whether you want to... ✅ Build an Fractional CFO business doing work you enjoy✅ Connect with other driven finance professionals like you✅ Find clients who appreciate you and the work you do✅ Position yourself for your next chapter in financial leadership✅ Grow to the next level in your finance or FP&amp;A career✅ Develop a sustainable business model and strategy✅ Build your referral base and professional network✅ Align your practice with your purpose Or all of the above, this program will support you in your journey and accelerate your advancement. Why wouldn't you want to learn from someone who actually does the work you want to do? You have an entire career ahead of you.Don’t leave it to others to create it for you.Freelance opportunities are everywhere. The time to elevate is now. 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&nbsp;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. The B³ Method Institute 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. ----------------------------------------------------📆 JUNE 2025 COHORT:---------------------------------------------------- 7 Sessions, 3 hours each4 pm - 7 pm CDT ---------------------------------------------------Total Live Commitment: 21 hoursTotal CPE: 21 credits----------------------------------------------------

You want to advance your financial leadership, network, skills, and confidence? 

You're a professional with a background in finance, accounting, consulting, Controlling, FP&amp;A, investing, or the Office of the CFO.

You're an emerging leader pursuing mid/senior level positions in your company or wanting to take the leap into fractional CFO or FP&amp;A work.

You're a challenger who wants to grow with real-life business cases and companies and learning that continues after the program ends.

Accounting and finance professionals looking to align their practice with passion, purpose, and principles that foster growth.

Who is this strategic finance and fractional CFO course for?

What you’ll get out of this strategic finance and CFO course

We'll get into the details of how to structure and leverage your time, service offerings, relationships, sales and marketing efforts, and mindset to develop a far more sustainable business model or opportunistic finance career.

Understand how to strategically design your fractional advisory practice, CPA firm, or your time as a high-performing finance professional

Pitch the value of your services to the clients you love and learn how to gracefully break up with the ones you don’t. Identify which industries you want to work with and specialize in their needs.

Define your personal purpose and align it with the mission of your practice

You'll learn extremely powerful skills and techniques you've likely never encountered before. But you won't just hone new skills and competence -- you'll develop greater financial expertise and confidence.

Develop highly-refined technical finance skills

Once the foundations of technical skills are in place, fractional CFO and FP&amp;A work becomes less about rote financial modeling and analysis and more about providing strategic insights. You'll learn how to better serve your end-users within a larger context of what matters most.

Engage in critical thinking and the strategic mindset

A key difference between junior staff and mid-to-senior level professionals is the ability to leverage skills, acumen, and mindset for higher-value deliverables. You'll learn what fractional CFO and FP&amp;A work looks like and how to build a quality reputation as a practitioner.

Leverage technical skills, critical thinking, and the strategic mindset to collectively position for fractional CFO and FP&A work

A common misconception in finance is success is all about financial acumen and application of expertise. But the truth: success comes to those who best understand people. You'll learn how to manage relationships and conflict within the context of your finance and advisory work.

Discover how to deal with different and challenging peer and client personalities

Create your own 12-month client advisory services roadmap aligned with your purpose and passion

Develop your strategic plan

It's not what you know and it's not who you know. It's who knows you and what you do. Attendees of this program are encouraged to stay active and connected as a cohort, ask challenging questions of colleagues, and build a network of trusted confidants.

Connect with other high-performers, emerging financial leaders, and a globally-connected FP&A and CFO professional network

You'll get invite-only access to Seidman Financial business models, templates, worksheets, video courses, events, and office hours.

Access to Seidman Financial Inner Circle Mastermind Assets

See how FP&amp;A professionals, Controllers, and accountants and other professionals fit together within and beyond the office of the CFO.

Free video course: The FP&A Professional in Today's Environment

Seidman Financial is registered with the Nat'l Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. See the fuller disclaimer of individual course CPE acceptance within the FAQs below.

20+ hours of continuing professional education (CPE) 

Assess the right technology for your practice and re-engineer your operations to streamline processes. Learn when to hire employees vs. contractors and other short and long-term considerations.

Identify the integral technology and people infrastructure of your business

Stay in touch with your fellow mastermind members, join monthly calls that address timely and relevant topics in our profession, and build a network of leads and referral sources.

Monthly Community Calls

We'll cover some of the most current and robust techniques for managing evolving sets of data. This includes: <ul><li>Dynamic data sets</li><li>Dynamic data modeling</li><li>Dynamic array management</li><li>Dynamic data ranges</li></ul> We'll cover popular and lesser-known business modeling techniques that will make the greatest amount of difference in the shortest amount of time.

Dynamic Data Management and Business Modeling

The mind of a CFO is unlike those of all other financial and non-financial professionals in a business. But the mind of a fractional CFO is even different when considering: <ul><li>End-users</li><li>Company culture</li><li>Technical aptitude of the individuals being serve</li><li>Changing needs of the business</li><li>Technological resources in place to execute strategic initiatives</li></ul>

Strategic Finance and the CFO Mindset

Fractional CFOs and FP&amp;A professionals must deal with ever-changing data, circumstances, and pressures. It's far more than a mechanical exercise and requires a strategic mindset for determining risks, countermeasures, remedies, and contingency plans. In this module, you'll learn how to model dynamically, incorporating changing assumptions.

Managing Scenarios, Change, and Chaos in the Business

Technical finance is vital to the daily operations, planning, and analysis of the business. But it's the assessment and interpretation of financial performance that is the most impactful to the CEO and functional team leaders. In this module, you'll analyze company performance and present your package of findings clearly and concisely.

Presenting Financial Performance

As a Fractional CFO, you will be entrenched in annual planning and forecasting, and integral to financial presentations within the company and to third-parties. In this module, you'll learn what stakeholders care about and how you can provide value in the form of strategic planning, rolling forecasts, and external correspondence.

Strategic Planning and Analysis

We'll break into groups and go through a comprehensive strategic and operational business case, designed to push you to think like a fractional CFO. You'll be responsible for hitting certain financial performance targets by influencing: <ul><li>Sales and customer strategy</li><li>Product cost profiles</li><li>Hiring/headcount</li><li>Capex</li><li>Financing</li><li>Working capital</li><li>Outsourcing</li></ul>

The CFO Business Case

Running a consultative advisory practice is remarkably different than serving as a full-time CFO or FP&amp;A professional. Yes, it requires technical expertise, but it also requires perseverance in marketing and sales, as well as mastery of time management, branding, and customer service. In this module, you'll learn strategies for each.

Building and Growing a Fractional CFO or FP&A Business

A key difference between a full-time CFO and a fractional CFO is the consultative and part-time nature of the work. The Fractional CFO is an ousider, but also a trusted advisor with an entrepreneurial spirit. In this module you'll learn best practices for working with and serving your clients or stakeholders within your company.

Becoming the Trusted Financial Advisor

Networking doesn't stop there. You'll join Carl's private CFO and FP&amp;A community where you can keep in touch with other attendees, ask and answer a wide array of questions, share techniques and best practices, and refer business. This community is only open to former clients and attendees of Carl's programs.

ENCORE: The Fractional CFO Network

Here's the Course:

"If the course was only one day, I would have felt I had received significant value -- and thankfully we received another three power-packed days with Carl. This was absolutely the most valuable professional training course I have ever taken." -- Saul Bashoff, Fractional CFO

Meet Your Guides, Carl and Amy

Agency Chief Financial Officer (Marsh & McClennan)

Vice President of Finance, Healthcare Company

Senior Director of Finance and FP&A, Akoya Biosciences, Inc.

What some of the more than 13,000 Seidman Financial training program and seminar attendees have said:

Each 3-hour session is content-rich inclusive of discussion, reflection, and Q&amp;A. We often stay after each session to answer content- or career-specific questions.

Each session (4pm - 7pm CST)

Learning is best when there's action and accountability. There will be some pre-reading and post-session exercises for certain weeks.

Guided self-paced accountability and action items

Course schedule and duration

Frequently Asked Questions

"Fantastic!&nbsp; I've taken multiple courses over 20 years, this was incredibly practical." -- Prashanth Setty, Management Consultant

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 Fractional CFO training program they've ever attended.

Join us...

Learning is better with cohorts

This was head and shoulders above other training programs I've taken. The real world examples throughout made it so much more dynamic. Carl provides an open and collaborative environment and clearly articulates the "why" and "how". -- Thomas Casey, Director of Strategic Accounts

This program is CPE-eligible for up to 16.0 hours of continuing professional education credits. You’ll receive your certification upon compl


Being an effective Fractional CFO isn't about proving how smart you are. It's about offering immense value through solutions you deliver.

Former Chief Technology Officer (CTO), Northrop Grumman

What other attendees are saying...

What attendees of The Fractional CFO Power Skills Mastermind have to say:

Carl's a world class teacher and this course is truly one of a kind. I not only learned but obtained answers to questions I’ve always had. I am so happy is signed up and will be back for more. Carl’s a trusted resource to me now and am grateful to have found his courses. — Jason

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Dynamic Excel for Finance

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Advanced Financial and Business Modeling

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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

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

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Delivering Financial Presentations with Executive Presence

Forecasting and Valuing Major Capex Projects

Data Visualization and Power BI for Finance

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