How to Automate Your Cash Flow Forecast in Minutes

Hosted by Carl Seidman

Wed, Apr 1, 2026

5:00 PM UTC (45 minutes)

Virtual (Zoom)

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Cash Flow Forecasting and Modeling - Level 1
Carl Seidman
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What you'll learn

Build a Repeatable Data Pipeline

Import and clean raw accounting data using Power Query so your forecast refreshes automatically with each new file.

Create Dynamic Forecast Models

Use Excel's dynamic arrays to build flexible cash flow projections that expand and adapt as your data changes.

Eliminate Manual Rework That Wastes Time

Connect recurring data files to a live forecast so you spend minutes updating instead of hours rebuilding every cycle.

Why this topic matters

Most finance teams still update their cash flow forecasts through brute force. They copy, paste, reformat, and pray nothing breaks. It's slow, error-prone, and impossible to scale. This lesson shows you how to connect recurring data files to a live forecast using Power Query and dynamic arrays so your model refreshes itself in minutes. Less rework, fewer errors, and more time for analysis.

You'll learn from

Carl Seidman

Microsoft MVP, Adjunct Professor in Data Analytics, FP&A Advisor to Fortune 500s

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.


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 is a Microsoft MVP and one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his live financial training programs, seminars, workshops, and masterminds. More than 160,000 learners have enrolled in his LinkedIn Learning courses.


Notable clients include:


ABM IndustriesAccordionAlixPartnersAllscriptsBroadridgeCHEPChoice HotelsCIBCCignaCox EnterprisesCrawford & CompanyDeloitteDexcomDiscoverDominiumExpress ScriptsEYFS InvestmentsEVRAZGenentechHealthpeakHeartland FinancialHewlett Packard EnterpriseHostessIGTKPMGMarsh & McLennanMichelinNerdWalletRadissonRapid7Sol PetroleumSpotifyTriple-STelusSantanderUnited Technologies (RTX)UBTVerizonWalmart, and Workday


Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He 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.


Contact: info@seidmanfinancial.com

Firms hiring Carl for cash flow training

Riveron
Accordion
AlixPartners
Portage Point Partners
SierraConstellation Partners

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