You are encouraged not to miss live sessions, as a great part of the experience is both the live-reveals and the participant interaction.

In other words, you get to:

• learn in real-time
• apply in real-time, and
• reflect in real time

Yes, sessions are recorded and you can go through them on your own, but learning tends to be reduced.

We meet for either 2 half-days for 4.5 hours each session or 3 hours across 3 sessions. It is intentionally spaced out over a number of days so you can work your schedule around it.

That's 9 hours all in: content, discussion, reflection, cases, and Q&A.

There may be occasional pre-work and post-session work but it is minimal.

It is not customary for me to offer refunds. Across hundreds of training, seminars, workshops, and conferences -- in person and virtual -- to thousands of people, I have never been asked for a single refund.

For one in-person training program, there was a blizzard and my flight was canceled. I offered a rescheduling option for a future date.

I offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics.

Here are the other programs I offer in partnership with Maven.

This program is designed for finance professionals who want to advance their skills and understanding specifically in cash flow forecasting.

Cash Flow Mastery: Deep Dive Modeling - Level 2 builds upon concepts covered in Level 1. While Level 1 covers the core concepts of cash flow modeling, Level 2 covers more nuanced business concepts, data and updating processes, variance analysis, dynamic modeling, and Excel techniques.

We meet live on Zoom.

Each session consists of half the modules of the course. Each module ties into prior and future modules, so it is vital to try to avoid missing classes.

The structure of the session begins with an intro, a tie-in to a real example, exercises, discussion, and reflections.

Prerequisites for the course include the following:

• You should have a current version (2016 or later) of Microsoft Excel, ideally (though not necessary) on a PC.
• You should have at least an basic understanding of accounting and finance concepts and intermediate understanding of Excel.
• Completion of Level 1 is strongly encouraged by not required.

No, but I will offer you my promises.

Everyone who attends this course will have different backgrounds, experience, and aspirations which means they have different business models or jobs.

My promise is to share with you my techniques, tools, and processes that will accelerate your finance career and make you far more confident in what you do.

Yes, it qualifies for 9.0 CPE credits.

Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.

Yes. You get all of the template models, clean and completed.

Most on-demand courses teach steps for plugging numbers into a basic model. They don’t teach the nuances that you’re likely to encounter across a wide range of instances. And most cash flow forecasting trainers don’t come from FP&A and CFO backgrounds.

According to alumni, this is the best cash flow forecasting and modeling course available.