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Integrating Weekly and Monthly Financial Forecasting

Hosted by

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Mon, Dec 2, 2024

7:00 PM UTC (30 minutes)

Virtual (Zoom)

Free to join

What you'll learn

Integrate short-term performance with long-term planning

Too much focus on the short-term without an eye on the future is risky. Learn how to incorporate both into your forecast

Carl's proprietary Excel functionality

See functions and formulas used in ways you've never seen or imagined

FREE demo file

🔥 Receive a free Excel file with examples from the lesson!

Why this topic matters

Why do you believe students should care about it? Big picture, what's the professional benefit of understanding it? Give students an idea of how they can expect to grow with this lesson.

You'll learn from

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Founder and Principal, Seidman Financial

Carl serves as a fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization. 

 

He's one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:


ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, Hormel, Hostess Brands, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, Verizon, Walmart, and Workday. 


Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 6 of the top global financial training companies.


Carl is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.


He's been where you want to be and does the work you want to do.


Contact: info@seidmanfinancial.com

Training top FP&As and consultants at:

Cigna Healthcare
EvrazNA
Hormel
Discover
Capitol Broadcasting Company

Learn directly from Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

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