Dynamic Excel for Finance
4.8 (33)
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.
Dynamic Excel for Finance
4.8 (33)
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.
Partial List of Current & Former Clients
Course overview
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".
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.
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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 practitioners 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 practitioner 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 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.
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.
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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.
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.
This course includes
Interactive live sessions
Lifetime access to course materials
38 in-depth lessons
Direct access to instructor
3 projects to apply learnings
Guided feedback & reflection
Private community of peers
Course certificate upon completion
Maven Satisfaction Guarantee
This course is backed by Maven’s guarantee. You can receive a full refund within 14 days after the course ends, provided you meet the completion criteria in our refund policy.
Dynamic Excel for Finance
Course syllabus
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
Post-course
POST-COURSE: Activities and To-Dos
4.8 (33 ratings)
What students are saying
Great Excel training shouldn't just focus on tips and tricks. It should focus on comprehensive understanding and direct application to your work in finance.
It's about embracing the best practices and techniques for getting great work done.
That's Dynamic Excel for Finance.
Meet Carl, your instructor and guide
Carl Seidman CPA | Microsoft MVP
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 is a Microsoft MVP and 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, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), UBT, Verizon, Walmart, and Workday.
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 7 of the top global financial training companies.
Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He 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
Partial list of who I've worked with:
"Prior Excel courses have been based around tips, tricks, and shortcuts. Whereas this course gave real world examples."
-- John Jewell, Director of FP&A at StellusRx
What attendees of Dynamic Excel for Finance have to say:
Source: Linkedin.com
Join an upcoming cohort
Dynamic Excel for Finance
Cohort 8
$1,000
Dates
Payment Deadline
Curious what past Excel for Finance and FP&A Technical Mastery Program attendees have to say?
Mike Spauling
Beth Broderick
Joseph Schweihs
Ai-Ning Wang
Sandi Radtke
Gregory Samford
Deanna Arend
Jim Keller
Sarah Tracy
Levi W.
"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, Founder and CEO of Apex Signs and Graphics, Inc
What other attendees say about Dynamic Excel for Finance
Saul Bashoff
Amber Michelle Harries
Etienne Missoup
Aaron Hill
"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, Management Accountant at Hydro Ottawa
Frequently Asked Questions
"Carl's 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, Fractional CFO at Watchpoint Group
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:
- People
- Processes
- Technology, and
- 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
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.
"I have taken several of Carl's courses. I always like the way he presents the material. This course focused on detailed aspects of Excel functions, both new functions for dynamic analysis and useful ways of using older functionality."
-- Bob Brammer, Former CTO Northrop Grumman
Become a go-to Excel expert and take control of your finance and analytics career
Explore Other Courses with Carl Seidman
The Fractional CFO Power Skills Mastermind
Dynamic Excel for Finance
Cash Flow Forecasting and Modeling
Advanced Financial and Business Modeling
Managing Data for Finance with Power Query
Financial Planning & Analysis (FP&A) Technical and Strategic Mastery
Delivering Financial Presentations with Executive Presence and Influence
Forecasting and Valuing Major Capex Projects
Coming soon
Data Visualization and Power BI for Finance
Coming soon
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
Join an upcoming cohort
Dynamic Excel for Finance
Cohort 8
$1,000
Dates
Payment Deadline
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.