Seidman Financial

COHORT 1

Cohort 5 (Feb 2024)

Cohort 1 (Jun 2023)

Workday Cohort 1

Workday Cohort 3

Workday Cohort  2

Apr 2024

Cohort 1 (Mar 2023)

Feb 2024

MSP T2C1 (Jan 2026)

Cohort 4

Jun 2023

Cohort 4 (Nov 2023)

Nov 2023

Cohort 3

Aug 2024

MSP T2C1 (Mar 2026)

May 2024

Cohort 1

Cohort 2

Cohort 7 (Jul 2024)

Cohort 2 (May 2023)

Cohort 6 (May 2024)

Cohort 6

Cohort 8 (Dec 2024)

Jan 2025

Jul 2024

Cohort 3 (Sep 2023)

Cohort 6 (Apr 2024)

A fast-moving Excel training program specifically designed for finance and accounting professionals.

Cohort 1 (May 2023)

Cohort 3 (Aug 2023)

Cohort 4 (Oct 2023)

Cohort 2 (Mar 2023)

Cohort 3 (Oct 2023)

Cohort 5 (Dec 2023)

Cohort 2 (Aug 2023)

Cohort 4 (Dec 2023)

Cohort 7 (Mar 2025)

Cohort 8 (Jan 2025)

Cohort 5

Cohort 8

MSP T1C3 (May 2026)

Cohort 10

Being a full-time CFO isn’t for everyone. But being in charge of your high-performing finance career is. Learn how to do it successfully.

Cohort 11

MSP T1C2 (Oct 2025)

MSP T1C2 (Nov 2025)

MSP T1C2 (Jan 2026)

Blended learning program for Seidman Financial courses

MSP TAC1 (May 2025)

MSP TBC1 (Oct 2025)

 (Mar 2026)

MSP TAC2 (Oct 2025)

Cohort 12 (January 2026)

Cohort 13 (May 2026)

CB | Cohort 1

FP&amp;A is one of the fastest-growing professions in corporate finance. But unfortunately, according to many CFOs, it's also one of the most underperforming. The keys to building an effective FP&amp;A function are: <ol><li>People</li><li>Processes</li><li>Technology, and</li><li>Culture</li></ol> Fail to address any single one? The function is wobbly. Fail to address all? You have total dysfunction. In The Role of the FP&amp;A Professional in Today's Environment - Part 1 of 3, Carl takes you on a journey to understand why FP&amp;A is so important, how it serves the office of the CFO, and much more.

The Role of the FP&A Professional in Today's Environment - Part 1

What gets measured gets managed. If you don't know what to measure, you don't know what to manage. This is one of my trackers for managing operating and financial drivers, KPIs and metrics. If you're going to improve your company's financial position, you need to understand the strategic mapping and financial drivers. And you need to know which drivers move the needle the most. Experiment with the initiative, change the weight of the drivers, and see how operating performance improvement leads to targeted financial results.

KPI and Operating Metric Scoreboard

Nothing's more vital than knowing where cash is coming from &amp; where it's going. Properly managed cash flows ensure healthy liquidity, enabling strategic decisions and investments. Don't let cash shortages disrupt your business whether it's on a trajectory of expansion or stagnant and investing for future growth. Learn the step-by-step approach to 13-week cash flow modeling, helping healthy companies build and getting troubled companies back on track. Interested in Carl Seidman's top-rated live cohorts? Learn more: <a href="go.seidmanfinancial.com/cohorts" rel="noopener noreferrer" target="_blank">go.seidmanfinancial.com/cohorts</a>

Cash Flow Forecasting and Modeling Template

They know what content they want to share. They have the numbers to back up their key points. But once they get in front of an audience, they fail to connect.It’s not due to a lack of public speaking skills. It’s not that they don’t know how to work in PowerPoint. It’s because they view presentations as little more than a transfer of information. But that's not what it should be. Discover the key to what makes great financial presentations.

The Art of Business Communication and Storytelling for FP&As

Market multiples are numerical metrics used to compare the value of a company, investment, or asset to a particular key statistic, such as earnings, revenue, or other financial measures. They are the lens through which professionals assess value, identifying whether an asset is overpriced or a hidden gem waiting to be discovered. Tailored to the needs of both financial professionals and novices, this template streamlines the process of calculating and analyzing market multiples. It's not just a spreadsheet; it's a gateway to smarter investment decision

Market Multiples Valuation Template

Nothing's more vital than knowing where cash is coming from &amp; where it's going. Properly managed cash flows ensure healthy liquidity, enabling strategic decisions and investments. Don't let cash shortages disrupt your business whether it's on a trajectory of expansion or stagnant and investing for future growth. Learn the step-by-step approach to 13-week cash flow modeling, helping healthy companies build and getting troubled companies back on track.

Cash Flow Forecasting and Modeling Tutorial

FP&amp;A is one of the fastest-growing professions in corporate finance. But unfortunately, according to many CFOs, it's also one of the most underperforming. The keys to building an effective FP&amp;A function are: <ol><li>People</li><li>Processes</li><li>Technology, and</li><li>Culture</li></ol> Carl Seidman takes you on a journey to understand why FP&amp;A is so important, how it serves the office of the CFO, and much more. Learn more about FP&amp;A, corporate finance, the role of fractional CFOs, Excel, planning and more in <a href="https://go.seidmanfinancial.com/excel-finance" rel="noopener noreferrer" target="_blank">Excel for Finance</a> and <a href="https://go.seidmanfinancial.com/the-fractional-cfo-power-skills-program" rel="noopener noreferrer" target="_blank">The Fractional CFO Power Skills Program</a> live masterminds.

The Role of the FP&A Professional in Today’s Environment - Part 1

The Role of the FP&A Professional in Today’s Environment - Part 2

The Role of the FP&A Professional in Today’s Environment - Part 3

🗣️ Delivering effective financial presentations is notoriously difficult. Learn how to master the art of communication in finance.


FP&A Advisor | Microsoft MVP in Excel

Carl Seidman

The person Fortune 500s use for their financial leadership development programs

Delivering Effective Financial Presentations with Executive Presence & Influence

Plant Controller

📈 Build powerful and traceable financial models that enable you to make strategic business decisions and optimize business outcomes.


Advanced Financial and Business Modeling for Growth, Turnaround, and Recovery

Principal / CPA

Global CFO

The encore to Carl's Level 1 Cash Flow Forecasting course, this course dives into data management, dynamic processes, and deeper thinking


Cash Flow Mastery: Deep Dive Modeling - Level 2

Head of Group Business Control

🔥 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.

FP&A Advisor, Microsoft MVP, Professor

Carl Seidman, CPA

Principal, Seidman Financial

CAS Expert, Keynote Speaker, Author

Amy Vetter, CPA

CEO of the B3 Method Institute

The Fractional CFO and Advisory Mastermind & Community

COO/Co-founder

VP Controller

Owner

Co-Founder & CFO

CEO / Founder

Learn the step-by-step approach to weekly cash flow modeling, helping healthy companies grow and getting troubled companies back on track.


Riveron

KPMG

Accordion

Deloitte

AlixPartners

It’s vital to understand the finances of your business, the causes of cash bleeding, and remedies for improving working capital.In this program -- one of the highest-rated corporate finance courses on Maven -- attendees will discover the various causes of cash flow constraints and how to address them, learn the step-by-step process for building a direct approach 13-week cash flow forecast model, and integrate it with a longer-term financial forecast.<ul><li>They didn't teach this in your MBA</li><li>They don't teach this at your company</li><li>They aren't teaching it in public training</li></ul>It's not just about Excel modeling. It's about critical thinking and strategic planning. That's why management consulting firms, turnaround/restructuring shops, Big 4 advisory, and Fractional CFOs engage Carl as their go-to facilitator for teaching these same techniques to their teams and clients.This program is geared toward professionals in corporate finance, private equity (PE), financial planning &amp; analysis (FP&amp;A), turnaround and restructuring, and distressed investing. Don’t wait for cash flow challenges to arise. The time to learn how to manage them is now.<a target="_blank" rel="noopener noreferrer nofollow" href="https://seidmanfinancial.com/book-a-call/">Contact: info@seidmanfinancial.com</a>

Nothing's more vital than knowing where cash is coming from & where it's going.

Learn the forecasting techniques that top consulting firms use w/ their clients

Build a robust 13-week cash flow forecast line-by-line and step-by-step

Connect the cash flow forecast models to underlying financial data

Integrate cash-flow forecasting into broader financial models

Embed robust model structure and governance for repeat use

Enhance Excel modeling skills specific to cash flow forecasting

You should understand budgeting or forecasting basics. It ensures you're ready to apply real-world judgment, not just formulas.

Finance or FP&A Experience (2+ Years)

You’ll be building real models, so you'll need foundational (not expert) skills to follow along and focus on structure, not just syntax.

Comfort Working in Excel

You don't need to be an expert in accounting, but should recognize how income, cash flow, and balance sheets connect.

Basic Financial Statement Knowledge

Finance and accounting professionals with a responsibility for cash flow forecasting, liquidity management, and working capital.

Finance professionals working in management consulting, turnaround, restructuring, bankruptcy, M&amp;A, and corporate development.

CFOs, Directors of Finance, Controllers, business owners, AR/AP analysts and clerks, FP&amp;A analysts.

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.There are more than 35 million small and midsized companies in North America in need of financial leadership. Many grow through grit without a financial guide on their team. But they will never get to the next level without the help of someone like you.In this discussion- and content-rich program, you'll learn the many dimensions of this complex yet remarkably rewarding profession. Led by 2 finance/accounting experts, with more than 40 years of combined experience, you won't see yourself as a practitioner competing with others. You'll explore your unique strengths that differentiate what you do from others in the market. And you do so within the privacy and support of a like-minded peer group.You'll position your CAS or CFO services to command premium rates and deliver invaluable services to clients who need you most. This program will support you in your journey and accelerate your advancement, building the practice you envision.

Build the advisory business you've dreamed of running, not the one that runs you

Gain total clarity on the advisory practice you want to build

Confidently position yourself as the go-to expert in your space

Structure advisory engagements thoughtfully for scale while limiting scope creep

Scope work in phases so projects stay profitable and controlled

Market and brand yourself to attract right-fit clients consistently

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.

Master technical + strategic skills separating elite FP&A leaders from ordinary analysts, landing you better opportunities and visibility


Workday

CIBC

Cigna Healthcare

Discover

Hostess Brands

FP&amp;A is about making solid judgments even in the face of high stakes and ambiguity. A common misconception around these finance skills is that they're something you either have or you don't and they take many years to attain....but that's not true.In reality, you can significantly improve your financial planning &amp; analysis (FP&amp;A) influence + critical and strategic thinking ability by reframing your mindset and mastering a handful of core skills: business modeling, financial analysis, empathy and partnership, and effective communication.People who level up tend to get selected for better projects that are more interesting and challenging. When they succeed, they're more likely to get promotions, higher pay, and even more exciting opportunities. Work is far more enjoyable because they're now more capable, confident, and positive. This leads to a more inspiring career and fulfilling life.The best FP&amp;A professionals don’t think like analysts. They think like advisors. They’re higher-level thinkers. And they’re masterful communicators. They don't refer to themselves as masters, but they're always in pursuit of mastery.Welcome to The FP&amp;A Mastery Signature Program.

FP&A Mastery is the premier membership for high-achieving finance professionals


Model Like a Modern FP&A Team

Think in Business Drivers, Not Line Items

Build Forecasts You Can Actually Defend

Move Fluently Between Accounting and Finance

Align Credibly with the Non-Financial Business Partners

Operate in Excel with Confidence Under Pressure

You should understand modeling, forecasting, and analysis basics. It ensures you're ready to apply real-world judgment, not just formulas.

Finance Directors and Managers responsible for team oversight, financially-driven decisions, and higher-level data-driven analysis.

Management consultants, FP&amp;A advisors, and Fractional CFOs who offer business consulting services to small and midsized businesses.

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

Master technical + strategic skills that separate elite FP&A leaders from ordinary analysts, landing you better opportunities and visibility

THE FP&amp;A MASTERY SIGNATURE PROGRAM TRACK B ("FP&amp;A MSP") is the encore to FP&amp;A MSP TRACK AFP&amp;A is about making solid judgments about finance-related decisions, even in the face of high stakes and ambiguity. Leaders who exemplify FP&amp;A mastery skills work at amazing corporations and rapidly-growing entrepreneurial companies.A common misconception around these finance skills and defensible assumptions is that they're something you either have or you don't and they take many years to attain....but that's not true.In reality, you can significantly improve your financial planning &amp; analysis (FP&amp;A) influence + critical and strategic thinking ability by reframing your mindset and mastering a handful of core skills.The best FP&amp;A professionals don’t think like analysts. They think like advisors. They understand how their insights connect to what others care about. And they’re masterful communicators. They don't refer to themselves as masters, but they're always in pursuit of mastery. TRACK B CONCEPTS COVERED*:1️⃣ Budgeting and rolling forecast2️⃣ Financial analysis and ops management3️⃣ Advanced Cash Flow Forecasting4️⃣ Financial presentations and executive presence.

FP&A Mastery is the premier membership for high-achieving finance professionals

Design defensible annual budgets and rolling forecasts

Analyze performance with precision and business context

Partner effectively with operations and cross-functional teams

Build advanced cash flow forecasts that inform liquidity strategy

Communicate financial results with executive presence

Elevate FP&A impact through strategic thinking and influence

Finance Directors and Managers responsible for team oversight, financially-driven decisions, and higher-level data-driven analysis.

Management consultants, FP&amp;A advisors, and Fractional CFOs who offer business consulting services to small and midsized businesses.

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

📈 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.


Walmart

NerdWallet

Spotify

FP&amp;A Technical Fluency and Strategic Thinking is one of Carl Seidman's flagship FP&amp;A professional development programs, which has been a cornerstone of FP&amp;A training at dozens of Fortune 500 financial leadership development programs (FLDPs) and mid-market companies.You'll learn the technical skills and higher-level mindset to make the greatest amount of difference for financial and non-financial business partners alike. It will position you for landing a job in FP&amp;A, getting promoted, or pursuing the internal opportunities you're looking for.Facilitated in Excel, you'll discover modeling and analysis techniques you didn't know were possible. And you'll gain a comprehensive understanding of core financial management processes tailored for small and midsized businesses.Throughout this immersive learning, you'll effectively navigate dynamic FP&amp;A business modeling, business scenario management, data visualization, and strategic planning. You'll leave feeling more competent, confident, calm, and positive about the the work you do and the value you deliver.Welcome to THE premier course in FP&amp;A technical fluency and strategic thinking.Contact: info@seidmanfinancial.com

FP&A is where financial strategy, analysis and operational execution converge...

Level up Excel modeling with automation, structured data, and dynamic arrays

Establish FP&A practices that scale with business complexity

Translate financial data into actionable business strategy

Apply strategic thinking beyond the numbers

Partner effectively with business leaders across functions

Level up your business communication skills and confidence

Basic Financial Knowledge

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.

⚒️ Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with a most powerful tool for Excel and Power BI.


Verizon

Rice University

Cox Enterprises

In this intensive 10-hour Power Query program, you will embark on a step-by-step journey through data management, automation, and positioning. These skills are essential for constructing sophisticated financial models and data models, providing the foundation for accurate forecasting and strategic planning.You'll learn how to connect various data sources, import data effectively, and reduce time spent on manual data entry. You'll build mastery around data cleansing and manipulation, filtering, sorting, and aggregate data.By the end, you'll have gone from beginner/intermediate to an advanced Power Query user. And you will acquire a new perspective on data analysis. You'll be equipped with the skills to automate complex data preparation tasks, freeing yourself to focus on insightful analysis and decision-making.This transformative experience is tailored to financial professionals who seek to enhance their efficiency and analytical abilities. Whether you're a new financial analyst, a seasoned FP&amp;A expert, or someone seeking to elevate in data analysis, this course is a catapult towards a more data-driven and insightful future in your career.Contact:info@seidmanfinancial.com

Importing data into Excel + Power BI is easy when you know how to transform it.

Build financial processes you can implement in your company immediately

Harness easy data transformation techniques without the need for Excel or SQL

Integrate powerful data import and management processes with FP&A and analysis

Position yourself as the go-to FP&A professional for insights not mechanics

This is a highly-interactive course, not a lecture. You will engage in live discussions and Q&A with other attendees and the facilitator.

A working computer with a webcam, microphone, and reliable internet connection

We apply data management techniques to financial modeling, forecasting, and analysis. A basic understanding of finance and Excel is helpful.

General business knowledge and a basic understanding of finance and Excel

Financial analysts and FP&amp;As seeking to automate data formatting, preparation, and importing to enhance forecasting, planning, and analysis.

Accounting professionals wanting to elevate routine presentations to automated financial reporting.

Small business owners who want to adopt basic data cleaning processes to get the information they need.

Times Microwave Systems

EvrazNA

In this exceptionally interactive, roll-up-your-sleeves immersive modeling experience, you will transition from a traditional financial analyst to a strategic financial modeler and advisor. You will be capable of building sophisticated and dynamic integrated Excel models that capture the intricacies of FP&amp;A and business operations.This next-level journey will walk you through the step-by-step methods for data acquisition, model structuring, and building integrated 3-statement financial and operating models. It focuses on modeling for performing and underperforming businesses, not investment banking transactions. You'll learn &amp; apply the principles&nbsp;that experienced management consultants and FP&amp;A leaders use in financial and operational business modeling.Whether you are a financial analyst, Controller, Director of FP&amp;A, or CFO, you will build greater confidence, higher-level modeling, and critical thinking skills. While other financial training mostly focuses on model-building, how financial statements connect, and plugging in numbers from super-clean data, this program will walk you through real-life scenarios and the strategic considerations you'll be making in your work.

Learn directly from Seidman Financial

Seidman Financial

Courses

Cash Flow Forecasting and Modeling - Level 1

The Fractional CFO and Advisory Mastermind & Community

FP&A Mastery Signature Program - Track A

FP&A Mastery Signature Program - Track B

Lightning Lessons

How to Automate Your Cash Flow Forecast in Minutes

Know How Much Cash a Company Needs to Grow or Turn Around

Advanced FP&A: Financial Modeling w/ Dynamic Excel Session 2

Advanced FP&A: Financial Modeling with Dynamic Excel

Marketing with Purpose: Grow Your CFO and Advisory Practice

How to Model with Excel's Dynamic Arrays for FP&A

Resources

The Role of the FP&A Professional in Today's Environment - Part 1

KPI and Operating Metric Scoreboard

Cash Flow Forecasting and Modeling Template

The Art of Business Communication and Storytelling for FP&As