Excel for Finance
Excel for Finance
2 Weeks
·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
Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder
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. And Excel for Finance will teach and show you how.
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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 application, Excel for Finance will teach you the most effective and efficient ways to use Excel for your work.
And it's CPE-accredited by the National Association of State Boards of Accountancy (NASBA).
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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.
Next Cohort: April 17th, 19th, 24th, and 26th. | 4x for 2 weeks (1-5pm ET)
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.
What people are saying
Robert Knebel
Mike Spauling
Beth Broderick
Zhuming Smith
Joseph Schweihs
Ai-Ning Wang
Sandi Radtke
Gregory Samford
Deanna Arend
Jim Keller
Sarah Tracy
Levi W.
Meet Carl, your instructor and partner
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.
Join an upcoming cohort
Excel for Finance
May 8th, 9th, 15th, and 16th (8am-11am Central Time)
$497 USD
Dates
May 8 - 16, 2023
Payment Deadline
May 9, 2023
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.
Course schedule and duration
6 hours per week for 2 weeks = 12 hours
May 8th | May 9th | May 15th | May 16th 2023
8am - 11am CT (Central Time)
3 hours, each Monday and Tuesday, for 2 weeks.
Guided self-paced accountability and action items
1 hour per week
Learning is best when there's action and accountability. There will be some pre-reading and post-session exercises for certain weeks.
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)?
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Join an upcoming cohort
Excel for Finance
May 8th, 9th, 15th, and 16th (8am-11am Central Time)
$497 USD
Dates
May 8 - 16, 2023
Payment Deadline
May 9, 2023