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Dynamic Excel for Finance

9.6

(12 ratings)

·

2 Days

·

Cohort-based Course

Excel is the most widely-used financial tool on the planet. Master it for finance, accounting, forecasting, analysis, and everyday use.

Hosted by

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

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

Course overview

This experiential learning program is so much more than an Excel training.

OCTOBER 30-31:

Oct 30 | Oct 31

9am - 5pm EST


16.0 total hours (incl. breaks)

14.0 CPE credits


WHAT OTHERS SAY ABOUT DYNAMIC EXCEL FOR FINANCE

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"This is the best course I've ever taken -- it’s Excel on steroids for FP&A and overall with great real-life examples that will give a lift to the overall knowledge of the finance department." -- Robert Knebel, Accountant (Attended Excel and FP&A Technical Mastery Program)

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"Great Class, Great Instructor. This class has given me the tools and knowledge to work more efficiently and I believe will improve my company's bottom line. I also enjoyed not only the course material, but our classroom conversations regarding real issues and challenges many of us face in our daily work." -- Jim Keller, Controller (Attended Excel and FP&A Technical Mastery Program)

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“Carl covered all anticipated topics in appropriate amount of detail. I definitely will use material learned at the workplace. Carl was very well-versed in subject matter and did a great job presenting the material. I really liked the scenario manager, Excel tips, discussion of modified internal rate of return and internal rate of return, how models should be organized beginning with the end in mind, and had many other takeaways.” -- Sarah Tracy, Shure Corporation

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"This has been the best training I have ever been to, Carl is a master." -- Will Samuels, Financial Analyst, Santander Bank

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Course Overview


Sometimes your work takes you longer than you feel it should. Or you build your work files in inefficient ways. They break or take far too long to update. You're frustrated.


You go online to search for answers. YouTube is overwhelming. A self-study course or two are helpful, but you don't find the answers you're looking for.


You know "there's got to be a better way."


Well...there is. Dynamic Excel for Finance will teach and show you how. It cuts to the core of how to use this magical tool for finance, financial planning & analysis (FP&A), management consulting, and every day use.


--------------------


What you'll learn will make a massive difference in your everyday work to:


>>> Save time

>>> Minimize your rework

>>> Eliminate your mistakes

>>> Be spotlighted by your Directors

>>> Land better opportunities, and

>>> Get the promotions you deserve


Many Excel training programs are taught by Excel practioners without finance backgrounds, professors without real-life experience, or investment bankers with a focus primarily in financial modeling.


They aren't taught by an actual practioner who's trained thousands of people at the companies you know and engage with every day...


But this one is.


Taught by a finance practitioner with nearly 2 decades of Excel experience in a wide range of financial applications, Excel for Finance will teach you the most effective and efficient ways to use Excel for your work. It will reach you dynamic Excel modeling that can be used in broader financial modeling to save you an astounding amount of time and frustration.


And it's CPE-accredited by the National Association of State Boards of Accountancy (NASBA).


--------------------


Excel is used by more than 750 million people. It has nearly 500 functions. You can't possibly learn it all.


But there's good news -- you don't have to.


You have an entire career ahead of you.

Don't leave it to others to create it for you.

The time to elevate and accelerate is now.


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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.


Seidman Financial is a division of Seidman Global LLC.


Country cost--of-living adjustments and PPP (purchasing power parity) options available.

Who is this course for

01

People who want to advance well beyond the basics, learning techniques that are known and unknown to most financial professionals.

02

Anyone who uses Excel for finance, including: financial analysts, managers, accountants, Controllers, investment bankers, and others.

03

Professionals who are looking to upskill in Excel to save time, eliminate mistakes, minimize rework, and be seen as the go-to on projects.

04

Entry-level, mid-career, and senior-level finance and accounting professionals who work in a corporate environment or client service.

What you’ll get out of this course

Excel Best Practices

Many finance professionals think they follow best practices. But in reality, most don't -- they take shortcuts to get to the finish line.


But shortcuts in Excel lead to confusion, poor audibility, and inefficiency. You'll learn how to build work files that don't.

Working with complex, changing, and large data

One of the greatest challenges and frustrations Excel users face is dealing with ever-changing sets of data, dates, refreshes, and formula updates. You'll learn astounding mechanical approaches that will shave off hours, days, or weeks of your time.

You'll increase your competence and confidence and become a go-to person others look to for guidance

When you know what you're doing, and can arrive at your final results through a multitude of different approaches, you win. But so do others on your team.


You'll develop expertise that will build your own confidence as well as the confidence others may have in you.

Discover how to utilize dynamic and other advanced functionality

There's a wide gap between finance professionals who know the basics and those who can make their work files really dance. It often comes down to proactivity and dynamics. You'll learn how to use:


CHOOSE, OFFSET, INDIRECT, SPILL, SEQUENCE, FILTER, UNIQUE, SORT, SORTBY

Master the MATH and DATES functions

To develop good forecasts, that are easy to update, and clear to interpret, you'll need to master the most common and unique functions for dates, time, and math. You'll learn:


EOMONTH, YEARFRAC, NETWORKDAYS, DATE, DAY, MONTH, YEAR, MIN, MAX, AVERAGE

Learn the LOOKUPS

Excel for finance is more than basic functionality. It requires integration and management of large or changing sets of data. You'll learn legacy functions as well as the most recent releases of the last couple years:


MATCH, XMATCH, INDEX, XLOOKUP, V/HLOOKUP, DATA VALIDATION

Cover your bases

Covered will be foundational functions that serve as the common threads for your work files. You'll learn how and when to use each through a multitude of different exercises and cases. Some functions include:


IF, IFS, OR, AND, SUM, SUMIFS, SUMPRODUCT, COUNT, COUNTIF,

COUNTIFS

Bringing it all together

You won't just learn functions and formulas in isolation. You'll learn how to string them together to accomplish efficiencies you didn't know were possible.


You'll learn approaches for building reports, dashboards, conducting month-end close, budgeting, forecasting, and more.

Direct application in corporate finance, FP&A, management consulting, or investment banking

This program involves real business cases, real client exercises, and real applications to work you're likely to encounter. You'll learn creative thinking and how to immediately translate the lessons learned to your work.

What attendees of Dynamic Excel for Finance have to say:

Source: Linkedin.com
Source: Linkedin.com

Course schedule and duration

2 sessions | 7.0 hours each = 14.0 hours

  • October 30th - October 31st

    8.0 hours each session

    • October 30th: 9:00am - 5:00pm (CST)
    • October 31st: 9:00am - 5:00pm (CST)
    • Periodic and lunch break included

You're going to learn a ton that is directly applicable to your work. You'll be able to apply it immediately.

9.6

(12 ratings)

Curious what past Excel for Finance and FP&A Technical Mastery Program attendees have to say?

        This is the best course I've ever taken -- it’s Excel on steroids for FP&A and overall with great real-life examples that will give a lift to the overall knowledge of the finance department.
Robert Knebel

Robert Knebel

Management Accountant
        I didn’t want to leave without thanking you for a great class. I loved it and leave with many helpful take-aways that I will work to develop and implement through our Finance and Accounting team. The materials were excellent as were your teaching and sharing. Lastly, thank you for the extra time you took with me. It made all the difference.
Mike Spauling

Mike Spauling

Private Equity Professional
        Carl did a fantastic job. He was informative, engaging, humorous, and knowledgeable. I would definitely recommend his workshop to others.
Beth Broderick

Beth Broderick

Senior Research Analyst
        This seminar is one of the best I’ve ever attended and it is not the easiest subject to do. Carl is very knowledgeable and an excellent presenter!
Zhuming Smith

Zhuming Smith

Technical Director
        I learned more in 2 days than I did in 3 accounting courses in college.
Joseph Schweihs

Joseph Schweihs

Program Manager
        Thank you again for the great hand­s-on training experience in the past two days! Not only did we benefit from the introduction of some formulae that we may not be familiar with, you did a fantastic job showing us the multiple alternatives to produce the same results. Even for the formulae that I use frequently, you showed me new ways to use them.
Ai­-Ning Wang

Ai­-Ning Wang

VP, Financial Planning & Analysis
        Kept the class going in light of the subject. Fast-paced for an individual who has not had any exposure to finance and accounting but very good to bring together all aspects for managers that touch the finances.
Sandi Radtke

Sandi Radtke

Human Resources Manager
        Carl knows the material inside and out.
Gregory Samford

Gregory Samford

Senior Financial Analyst
        Carl was an excellent instructor. He was friendly, engaging, very encouraging of us to participate and share our experiences and to ask questions. He was able to relate the topics of discussion to personal and relevant situations that helped to further the explanation. He is very knowledgeable, eager and happy to share that knowledge.
Deanna Arend

Deanna Arend

Chief Financial Officer (CFO)
        Great Class, Great Instructor. This class has given me the tools and knowledge to work more efficiently and I believe will improve my company's bottom line. I also enjoyed not only the course material, but our classroom conversations regarding real issues and challenges many of us face in our daily work.
Jim Keller

Jim Keller

Controller
        Carl covered all anticipated topics in appropriate amount of detail. I definitely will use material learned at the workplace. Carl was very well-versed in subject matter and did a great job presenting the material. I really liked the scenario manager, Excel tips, and discussion of how models should be organized beginning with the end in mind.
Sarah Tracy

Sarah Tracy

Senior Financial Analyst
        The instructor is the key to making a class interesting. I enjoy Carl’s way of teaching. He makes the material fun and presents in layman’s terms. Carl is easy to listen to and personal to all people in the class. I truly felt welcome and involved from the start of day 1.
Levi W.

Levi W.

Operations Manager
        Carl is an excellent instructor. He breaks down complex formulas and processes into simple steps. Most importantly, the basis on all material is how it can be applied to the finance/accounting function and processes immediately.  
Aaron Hill

Aaron Hill

Fractional CFO at Watchpoint Group

Meet Carl, your instructor and partner

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

Principal, Seidman Financial

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's one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:


ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, Verizon, and Walmart. 


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, and is utilized or licensed by 6 of the top global financial training companies.


Carl 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.


He's been where you want to be and does the work you want to do.


Contact: info@seidmanfinancial.com

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Join an upcoming cohort

Dynamic Excel for Finance

Oct 2023

$999 USD

Dates

Oct 30—Nov 1, 2023

Payment Deadline

Oct 22, 2023

Get reimbursed by your employer

Here's the Course:

01

Excel Navigation

You'll learn the ins and outs of much of what Excel has to offer. At times you'll say "I had no idea this was possible" or "I had no idea this even existed".


That's the point.


You're going to learn how to navigate throughout the ribbons, menus, layouts, and shortcuts that will make it far easier for you to do your current and future work.

02

Excel Tools

After you learn thorough navigation of what exist, you'll dive deep into the tools and features. Some of these features have been around for years while others are brand new with few people knowing about them.


Not only will you learn what these tools are, you'll go through exercises to help you understand a multitude of ways to implement.

03

Formulas and Functions

Excel has nearly 500 functions.


  • Fewer than 100 are financial-type
  • Fewer than 50 are date- and time-type
  • Fewer than 35 are text-type
  • Fewer than 25 are lookup-type
  • Fewer than 15 are logical-type


You'll learn the most important functions you need to be effective and efficient in your everyday work.

04

Work File Structuring

Shortcuts in Excel lead to confusion, poor audibility, and inefficiency. You'll learn work file and modeling best practices so you can build files that don't.

05

Excel Dynamics

A relatively new concept, Excel dynamics allow users to update data sets, forecasts, and formulas quickly and easily within minimal manual involvements.


You'll learn close to a dozen different approaches for employing Excel dynamics which will save immense time, eliminate your mistakes, and streamline your updates to minimize rework.

06

Excel for Finance

It's one thing to become an Excel guru. Many Microsoft MVPs are. But few of them understand how to weave together Excel mastery with your job requirements in finance.


You'll learn 20+ financial applications using basic, intermediate, advanced, and dynamic Excel methods.

9.6

(12 ratings)

What other attendees say about Dynamic Excel for Finance

        Carl's Excel course was outstanding! I learned a ton of new practical skills and probably most important for me-I can now use Excel as a more powerful tool to present more clearly and bring the data to life, instead of a bunch of numbers on a spreadsheet no one understands. Carl has so much valuable knowledge and this course is such a game-changer.
Saul Bashoff

Saul Bashoff

Fractional CFO
        Prior Excel courses have been based around tips, tricks, and shortcuts. Whereas this course gave real world examples.
John Jewell

John Jewell

Director of FP&A at StellusRx
        Very valuable excel knowledge. Makes you think differently about what Excel is capable of, and helps you be more aware of how you design sheets.
Amber Michelle Harries

Amber Michelle Harries

Controller at Eden Office
        The course was about methodical and advanced use of Excel when building your financial models. All new and old formula were revisited with an intent to streamline Excel files. Carl was very knowledgeable when it comes to Excel for finance and also he was very keen to share tips from his extended experience of consultant. Great coach and trainer.
Etienne Missoup

Etienne Missoup

Financial Planning and Analysis Manager at Optum
        I have taken several of Carl's courses, and I always like the way he presents the material. This course focused on detailed aspects of some Excel functions, both new functions for dynamic analysis and some useful ways of using older functionality.
Bob Brammer

Bob Brammer

Former Chief Technology Officer (CTO) at Northrup Grumman
        Excellent course for those wanting to gain efficiency and accuracy when updating excel files with current data. Now knowing how to implement the proper formulas, dynamic tables and the use of Power Query, I am going to save hours per week updating financial models and reporting files.
Aaron Hill

Aaron Hill

Fractional CFO at Watchpoint Group

Learning is better with cohorts

Learning is better with cohorts

Real-life cases of real-life companies with real-life colleagues

Many Excel and financial training programs use made-up exercises. But not this one. You'll work on Excel and data files and conduct analysis on real client companies (names removed...of course).

Interactive and rich in engagement

Tired of listening to so-called experts and talking-heads drone on in lecture-style format? Me to. That's why I don't do it.


My programs are highly interactive and challenging with real life client stories. You won't just learn how to execute techniques, you'll learn why we do it the way we do and how it's been successful in real companies.

Learn with a cohort of peers

I do my best to ensure each cohort is made of great people. They're sharp, savvy, and want to learn and contribute. This chemistry ensures it's a positive experience for everyone.

Frequently Asked Questions

What happens if I can’t make a live session?
I work full-time, what is the expected time commitment?
What’s the refund policy?
What is the difference between this Excel for Finance program and all the other programs you offer?
How will the classes work?
What should I be expected to know coming into this course? How should I prepare in advance?
Do you offer any guarantees?
Does this course qualify for CPE (continuing professional education)?
Free resource

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

FP&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&A function are:


  1. People
  2. Processes
  3. Technology, and
  4. Culture


Fail to address any single one? The function is wobbly. Fail to address all? You have total dysfunction.


In The Role of the FP&A Professional in Today's Environment - Part 1 of 3, Carl takes you on a journey to understand why FP&A is so important, how it serves the office of the CFO, and much more.

Get this free video series
A pattern of wavy dots
Join an upcoming cohort

Dynamic Excel for Finance

Oct 2023

$999 USD

Dates

Oct 30—Nov 1, 2023

Payment Deadline

Oct 22, 2023

Get reimbursed by your employer

Explore Carl Seidman's Other Maven Courses

Explore Carl Seidman's Other Maven Courses

The Fractional CFO Power Skills Program

Click here for more info

Dynamic Excel for Finance

Click here for more information

Cash Flow Forecasting and Modeling

Click here for more info

Advanced Financial and Business Modeling

Click here for more info

Stay in the loop about this course and upcoming announcements? Or do you have questions?

Submit your contact info and Carl will be in touch.

Students receive a certificate and 16.0 continuing professional education (CPE) credits for completing the course.

Students receive a certificate and 16.0 continuing professional education (CPE) credits for completing the course.

$999 USD

9.6

(12)

·

2 Days

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