Free Lesson

Your Data Is a Mess — Power Query Can Fix That

Hosted by Seidman Financial

Mon, Jun 8, 2026

4:00 PM UTC (45 minutes)

Virtual (Zoom)

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FP&A Mastery Signature Program: 12-Month Professional Access
Carl Seidman
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What you'll learn

Understand what Power Query is

and how it fits into Excel and Power BI workflows for finance professionals.

Connect to multiple data sources

— databases, Excel files, and web data — and import them without manual reformatting

Clean and transform messy data

using Power Query Editor to handle missing values, duplicates, and inconsistent formats.

Automate recurring financial processes

like rolling forecasts, actuals imports, and AR/AP reconciliations.

See how Power Query connects to broader financial modeling

— from dynamic tables to KPI dashboards and variance analysis.

Why this topic matters

Finance teams waste hours every week cleaning, reformatting, and re-importing the same data. Power Query eliminates that rework — connecting directly to your data sources and transforming them automatically. This session shows FP&A professionals how to stop managing data manually and start spending that time on the analysis that actually drives decisions.

You'll learn from

Seidman Financial

Microsoft MVP and preeminent FP&A educator in FP&A for the Fortune 500 and 337,000+ students

Carl is masterful at making the complexity of finance amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is extraordinarily rich and relatable, used by many of the most recognized management consulting + turnaround/restructuring firms in the world, and at Fortune 500s as part of their financial leadership development programs (FLDPs).

He is one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than a quarter-million participants attending his financial training programs, workshops, masterminds, and LinkedIn Learning courses on Excel, FP&A, AI for finance, and financial modeling.

Carl lives outside of Chicago with his wife and children.

Contact: info@seidmanfinancial.com

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