This experiential learning program is so much more than an Excel training.
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".
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.
Taught by a Microsoft MVP with 2 decades of Excel experience in a wide range of financial applications, Dynamic Excel for Finance will teach you the most effective and efficient ways to use Excel for your work. It will teach you dynamic Excel modeling that can be used in broader financial modeling to save you an astounding amount of time and frustration.
Excel is used by more than 750 million people. It has nearly 500 functions. You can't possibly learn it all. The good new is 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.
What you’ll learn
📊 Excel is the most widely-used financial tool on the planet. Master it for finance, accounting, forecasting, analysis, and everyday use.
Use FILTER, UNIQUE, SORT, SORTBY to create tables and reports that self-adjust as data changes.
Apply XLOOKUP, INDEX, XMATCH to pull the right values with flexibility across dimensions.
Leverage SEQUENCE, TAKE, DROP, CHOOSECOLS for dynamic timelines and slices without manual edits.
Master XLOOKUP vs. legacy VLOOKUP/HLOOKUP for more reliable multi-direction lookups.
Combine INDEX + XMATCH for performance and flexible reference handling in large tables.
Build models that automatically expand across time, using SPILL functions through dynamic arrays.
Break complex logic with LET to simplify formulas, improve clarity, and reduce errors.
Build custom functions using LAMBDA that encapsulate repeat logic used across models.
Combine LAMBDA with other functions (e.g., FILTER, SUMIFS) to codify common FP&A patterns.
Use SUMIFS, COUNTIFS, and SUMPRODUCT for segmented math across changing categories.
Apply AVERAGE, MIN, MAX with dynamic ranges to summarize performance instantly.
Advance with XLOOKUP combined with SUMIFS & FILTER to build multi-criteria summaries.
Build rolling time series with EOMONTH, DATE, DAY, MONTH, YEAR functions.
Calculate working periods using NETWORKDAYS and time fractions with YEARFRAC.
Pair date functions with dynamic arrays like SEQUENCE for on-the-fly calendars.
Leverage SPILL behavior to remove brittle links and manual range adjustments.
Use INDIRECT, OFFSET in controlled cases for flexible range references and dynamic charts + graphs
Combine dynamic logic with DATA VALIDATION to guide users and reduce errors.
Learn directly from Carl
Carl Seidman
The person Fortune 500s use for their financial leadership development programs
Who this course is for
People who want to advance well beyond the basics, learning techniques that are known and unknown to most financial professionals.
Anyone who uses Excel for finance, including: financial analysts, managers, accountants, Controllers, investment bankers, and others.
Professionals who are looking to upskill in Excel to save time, eliminate mistakes, minimize rework, and be seen as the go-to on projects.
What's included
Live sessions
Learn directly from Carl Seidman in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
36 lessons • 3 projects
Week 1
Module 1: Structuring Data and Models in Excel
Module 2: Dynamic Tables
Module 3: Dynamic Ranges and Lookups
Module 4: Dynamic LAMBDA
Week 2
Module 5: Dynamic Array Functions
Module 6: Dynamic Date and Calendar Functions
Module 7: Dynamic Sensitivities and Scenarios in Finance
Module 8: Tying it All Together
Schedule
Live sessions
2 hrs / week
Async content
1-2 hrs / week
Testimonials
- 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
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
Senior Research Analyst - I learned more in 2 days than I did in 3 accounting courses in college.
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
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
Human Resources Manager - Carl knows the material inside and out.
Gregory Samford
Senior Financial Analyst
Partial list of who I've worked with:
What attendees of Dynamic Excel for Finance have to say:
Source: Linkedin.com
Frequently asked questions
Here's what students have to say about the shortened 2.5-hour LinkedIn Learning version of Dynamic Excel for Financial Planning & Analysis.
Source: LInkedIn
Source: LinkedIn