Seidman Financial

Seidman Financial

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

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Seidman Financial will elevate your career and confidence in finance

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

Course alumni from companies including:
Workday
Riveron
Hostess Brands
Broadridge
CIBC

Alumni reviews

Cash Flow Forecasting and Modeling - Level 1

Learning from an experienced CPA as well as cohorts who work at private/public companies while earning CPE is highly recommended.
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Saba

MSP T1C3 (May 2026)
Principal · Investor CPAs

Cash Flow Forecasting and Modeling - Level 1

Before taking the class, I was modelling P&L, B/S and working capital in silos. Carl gave me a pretty good idea of how to make the modelling more comprehensive and how to curate a storyline that would make sense from all angles. I found the course very useful!
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Maggie

MSP T1C3 (May 2026)
FP&A Manager · LMI Technologies

The Fractional CFO and Advisory Mastermind & Community

I have taken a couple other Excel courses from Carl. The Fractional CFO Advisory presented by Carl Seidman and Amy Vetter was another great course. I am just kicking off a fractional business and the course highlighted some key steps to running your own Fractional CFO business, including marketing, pricing, key characteristics of successful CFO's, to name a few. I am following this up with their CFO Community program, which has regular meet ups to stay accountable and share ideas. Thanks Carl and Amy - great program!
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Michelle

Cohort 13 (May 2026)
Fractional CFO · MCM Financial Consulting

The Fractional CFO and Advisory Mastermind & Community

Having completed advisory work over the past five years within a Top 100 firm, this course provided a focused framework and guidance to help refine my goals for growing advisory client work. It strengthened my confidence in the transition from outsourced accounting to a more strategic advisory role. The sessions were engaging and interactive, and the program was well worth the investment of time and cost.
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Karen

Cohort 13 (May 2026)
Associate Director · Dean Dorton

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

This course has excellent content taking delegates through the required structure and approach to FP&A activities, not just the skills and models that are appropriate
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Allister

MSP TAC2 (Oct 2025)
Director · Quin Global UK Ltd