Workday

Riveron

Hostess Brands

Broadridge

CIBC

Seidman Financial

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

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)

MSP TAC2 (Oct 2025)

Cohort 12 (January 2026)

Cohort 13 (May 2026)

CB | Cohort 1

October 2026

January 2027

March 2027

 (Mar 2026)

June 2026

Professional Tier 12-month Membership to the FP&A Mastery Signature Program.

MSP1

MSP (May 2026)

Cohort 9

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

Executives and senior leaders who set strategy, lead teams, and drive organizational outcomes.

Finance professionals handling planning, analysis, reporting, and financial operations.

🔥 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

Associate Director

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


FP&A Advisor | Microsoft MVP in Excel

Carl Seidman

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

FP&A Mastery Signature Program: 12-Month Professional Access

Director

Director of Finance

Controller

Using data and metrics to measure performance, run experiments, and inform decisions.

📈 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.


FP&A Technical Fluency and Strategic Thinking

FP&A Manager

On a career break

Contract CFO

Account Specialist

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


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.

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


Verizon

Cigna Healthcare

Rice University

Cox Enterprises

In this intensive 12-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.

Turn the manual FP&A grind into automated, updatable workflows and become the analyst who makes AI actually work for the team.


Chomps

Hormel Foods

Crawford & Company

Telus

If you work in FP&amp;A, you already know the grind. The model you roll forward every month. The reporting package you reassemble by hand. The forecast that requires formula updates for hours. It requires great care and skill, but far too much of it is manual.Meanwhile you keep hearing AI will change everything and that you're at risk of being left behind. But most of what you've seen is hype and hacks: slick demos that mesmerize, yet most people would never actually put in front of a CFO who calls their bluff.I share that skepticism. Which is why this course is the opposite of that.We take one company's core FP&amp;A processes and we rebuild them. We explore the modeling, forecasting, reporting, and analysis that are standard. But then we evolve them into semi- and fully-automated workflows that free you up to do the higher-value work that actually matters. Step-by-step, we cover the real-life applications that can be immediately translated to your job.You don't have to become an AI person. You become a faster, sharper version of the analyst and advisor you already are, without ever handing over the human judgment that makes you great at the job.

Augment with AI the FP&A You Already Do, Without Handing Over the Judgment

Choose the right tool for the job: Claude, Copilot, or neither

Augment your models with AI without losing auditability

Build repeatable reporting and forecasting workflows with Claude Cowork

Automate end-to-end FP&A flows while keeping a human in the loop

Use AI agents responsibly and know what not to hand them

Transform a static process into a living, decision-ready workflow

FP&amp;A analysts, managers, and controllers who build the models, forecasts, and reports every month and are tired of the manual grind.

Finance leaders and doers who are accountable for the output, wanting sharper analysis and a faster team without trusting a black box.

Consultants, turnaround advisors, and PE professionals who model many workflows and need speed they can defend under a deadline.

Discover

FP&amp;A is about making solid, defensible 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 that 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 thinking, 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.The best FP&amp;A professionals don’t think like analysts. They think like advisors. They’re higher-level thinkers who connect financial insights to what others care about and communicate with clarity and influence.The FP&amp;A Mastery Signature Program™ is a 12-month immersive experience featuring 8 comprehensive training series, weekly live virtual courses, and a full library of recordings, exercises, templates, models, and real-world examples. All year long, it elevates both your technical skills and the way you think about finance.It's designed for high-achieving practitioners.

Experiential Learning for High-Achieving Finance & Accounting 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.

Go from rebuilding a static annual budget to running a dynamically-updating rolling forecast the business actually trusts

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

You've spent weeks, maybe even months, building the annual budget. Two months after it goes live it's wrong, overtaken by the business it was supposed to guide. Then do it all again next year. It's budgeting insanity.I've watched this play out at so many client companies. The budget isn't the problem. The way we run the process, build it and use it, is the source of the issue.The best FP&amp;A teams I work with have stopped treating the budget as a once-a-year event and started running continuous, driver-based rolling forecasts that update as the business changes. The trouble is, almost nobody was taught how to actually build one. We're told to "do rolling forecasts" without being shown the mechanics.That's what this course fixes. You'll build top-down, bottoms-up, and driver-based models from scratch, connect them to the levers that actually move your numbers, and design rolling forecasts that absorb actuals automatically. Planning becomes a living process that doesn't take you weeks to fix, because it's not a static spreadsheet you dread every fall.This isn't textbook theory. It's the model-building I do in real engagements, taught step by step.

Static budgets often fail the moment they're approved. Rolling forecasts don't.

Spot exactly why static budgets fail and fix it before next cycle

 Build driver-based budgets that flex

Build top-down and bottoms-up plans that reconcile and stop the annual tug-of-

Forecast SG&A and overhead with activity drivers and defend every line when fi

Design rolling forecasts to absorb actuals automatically so updating takes mins

Earn your seat as a true business partner, not just the budget keeper

Analysts Who Owns the Budget Build while everyone else reviews it. You want to stop assembling numbers and start shaping the plan.

Planning Process Owners. You run the planning cycle and know the annual budget is broken. You want driver-based and rolling forecasts.

Financial Analysts, Controllers, Fractional CFOs, Management Consultants and others who want to go from financial doer to strategic advisor.

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

Seidman Financial will elevate your career and confidence in finance

Seidman Financial

About Seidman

Courses

Cash Flow Forecasting and Modeling - Level 1

Data Management for Finance with Power Query

Claude, Copilot, and Dynamic Excel for Finance

FP&A Mastery Signature Program: 12-Month Professional Access

Lightning Lessons

Your Data Is a Mess — Power Query Can Fix That

Budgeting Is Broken: How FP&A Leaders Can Fix It

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

Services

Live workshops, training, and keynotes

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