FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value

4.6

(55 ratings)

·

3 Weeks

·

Cohort-based Course

📈 Enduring business growth comes from strong financial strategy and execution. This course makes the complexity of FP&A remarkably simple.

Partial List of Current & Former Clients

Spotify
NerdWallet
company logo
Workday
CIBC

Course overview

FP&A is Where Financial Strategy, Analysis and Operational Execution Converge

COURSE OVERVIEW


FP&A Technical and Strategic Mastery was created from Carl Seidman's flagship FP&A professional development curriculum which has been a cornerstone of FP&A training at dozens of Fortune 500 financial leadership development programs (FLDPs), midmarket companies, and small entrepreneurial businesses. Companies that have enrolled FP&A Analysts, Managers, and Directors include:

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

ABM Industries, Allscripts, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, The U.S. Department of Housing and Urban Development, Discover, Energy Transfer, Erie Insurance, EVRAZ, Express Scripts, FS Investments, Genentech, Guy Carpenter, HCPI, Heartland Financial, HP Enterprise, Hormel, Hostess Brands, IGT, Michelin, NerdWallet, Outsystems, Rapid7, Santander, Sloan Valve, Sol Petroleum, Spotify, Telus, Triple-S, United Technologies, The University of Wisconsin-Madison, Verizon, Walmart.

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

You'll learn the technical skills and mindset to make the greatest amount of difference to landing a job in FP&A, getting promoted, and pursuing the internal opportunities you're looking for.


Gain a comprehensive understanding of financial management tailored for small and midsized businesses (SMBs):


🟩 Financial planning & analysis

🟩 Accounting & treasury

🟩 Corporate finance and valuation

🟩 Business & data analysis


Equip yourself with the skills to make informed financial decisions and support strategic growth:


🟪 Forecast revenue and expenses

🟪 Drive enduring profitability

🟪 Optimize working capital

🟪 Manage cash flow


Throughout this 2-month immersive learning experience, you'll effectively navigate financial challenges and growth opportunities. You'll master key concepts like:


🟦 Dynamic FP&A business modeling

🟦 Rolling P&L forecasts

🟦 Strategic planning

🟦 Business valuation


The 2024 relaunch includes curriculum that has been refined, upleveled, and expanded to address the combination of technical, strategic, and critical analysis within FP&A.


This course will empower business owners and financial leaders to translate financial data into actionable strategies, ensuring long-term sustainability.


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

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.


* Tuition assistance available


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

⬇️ NEXT COHORT DATES AND TIMES ⬇️

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


📆 JULY 2024 COHORT

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

6 sessions, 3 hours each:

9am - 12pm CST

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

Day 1: July 16 (9am - 12pm CST)

Day 2: July 18 (9am - 12pm CST)

Day 3: July 23 (9am - 12pm CST)

Day 4: July 25 (9am - 12pm CST)

Day 5: July 30 (9am - 12pm CST)

Day 6: Aug 1 (9am - 12pm CST)

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

Total live commitment: 18.0 hours

Total CPE: 18.0 credits

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

Who is this masterclass for?

01

Management consultants, FP&A advisors, and strategy professionals who offer business consulting services to small and midsized businesses

02

CFOs and financial analysts for SMBs who are tasked with data analysis, financial forecasting, and advising on financial matters.

03

Finance Directors and Managers who are responsible for budgeting and financial decision-making.

04

Entrepreneurs planning to start a business and seeking foundational knowledge in financial management to ensure their venture is successful.

05

Small Business Owners who have started their own businesses and need to understand the financial aspects to ensure sustainability.

06

Non-Financial Executives and Leaders in Operations, Marketing, or Sales who need to understand financial implications of their decisions.

What you’ll get out of this course

Develop strategic financial planning capabilities.

Strategic financial planning goes beyond short-term budgets and forecasts. You'll learn how to align financial plans with business objectives, assess investment opportunities, and plan for long-term growth.

Acquire skills in financial analysis and interpretation.

Learn key financial metrics and ratios, interpreting what you see in the financial statements, built from supporting schedules. This analytical skill set will empower you to evaluate business performance and make data-driven decisions within the operations of the business itself.

Learn pricing strategies for profitability.

Pricing is a critical element in any business model. You'll explore various pricing strategies and learn how to set prices that attract customers while maintaining healthy profit margins. This knowledge will be invaluable for product rationalization and revenue forecasting.

Understand cost structures and cost optimization.

You'll delve into the various types of costs businesses incur, and analyze the nature of fixed to variable elements. You'll learn techniques for cost analysis and optimization, enabling informed decision-making that maximize profitability without compromising on efficiency.

Gain expertise in cash flow management.

Cash flow is the lifeblood of any business. You'll discover how to analyze cash flow statements, manage working capital, and implement strategies to optimize cash flow.

Master the fundamentals of budgeting and financial planning.

You'll learn the essentials of creating and managing budgets, including revenue forecasting and expense tracking. This foundational skill will enable you to allocate resources efficiently, identify financial risks early, and set achievable financial goals.

This course includes

6 interactive live sessions

Lifetime access to course materials

40 in-depth lessons

Direct access to instructor

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.

Course syllabus

Expand all modules
  • Week 1

    Jul 16—Jul 21

    Week dates are set to instructor's time zone

    Events

    • Jul

      16

      ✨ FP&A - Session 1 ✨

      Tue, Jul 16, 2:00 PM - 5:00 PM UTC

    • Jul

      18

      ✨ FP&A - Session 2 ✨

      Thu, Jul 18, 2:00 PM - 5:00 PM UTC

  • Week 2

    Jul 22—Jul 28

    Week dates are set to instructor's time zone

    Events

    • Jul

      23

      ✨ FP&A - Session 3 ✨

      Tue, Jul 23, 2:00 PM - 5:00 PM UTC

    • Jul

      25

      ✨ FP&A - Session 4 ✨

      Thu, Jul 25, 2:00 PM - 5:00 PM UTC

    Modules

    • The Power and Art of FP&A Business Modeling

  • Week 3

    Jul 29—Aug 1

    Week dates are set to instructor's time zone

    Events

    • Jul

      30

      ✨ FP&A - Session 5 ✨

      Tue, Jul 30, 2:00 PM - 5:00 PM UTC

    • Aug

      1

      ✨ FP&A - Session 6 ✨

      Thu, Aug 1, 2:00 PM - 5:00 PM UTC

    Modules

    • Dynamic FP&A Business Modeling

  • Post-Course

    Modules

    • Strategic FP&A

    • Bringing it All Together

    • Major Projects and Capex Forecasting

    • Data Visualization and Business Storytelling

    • Business Scenarios & Driver Sensitivities

    • Forecasting, Budgeting, and Projections

  • Bonus

    Modules

    • ON-DEMAND COURSE: Excel for FP&A (LinkedIn Learning Subscribers)

    • ON-DEMAND COURSE: The FP&A Professional in Today's Environment

    • Join The Finance Circle Network + Community

4.6

(55 ratings)

What students are saying

Meet your instructor

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, Hostess Brands, 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.


Carl is the finance leader that finance leaders turn to. He's been where you want to be and does the work you want to do.

A pattern of wavy dots
Join an upcoming cohort

FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value

Cohort 5

$1,850 USD

Dates

July 16—Aug 1, 2024

Payment Deadline

July 15, 2024
|

Bulk purchases

Free resource

KPI and Operating Metric Scoreboard

What gets measured gets managed. If you don't know what to measure, you don't know what to manage. This is one of my trackers for managing operating and financial drivers, KPIs and metrics.


If you're going to improve your company's financial position, you need to understand the strategic mapping and financial drivers. And you need to know which drivers move the needle the most.


Experiment with the initiative, change the weight of the drivers, and see how operating performance improvement leads to targeted financial results.

Get this free template

Learning is better with cohorts

Learning is better with cohorts

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

Many CFO and FP&A training programs use made-up exercises. But not this one. Our discussions cover 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 too. That's why I don't do it.


My programs are highly-interactive and challenging. If you don't like joining in on organic conversations and participating in after-program connection, this program may not be the best one for you.

Learn with a cohort of peers

I interview most applicants to the program so 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.

Join us...

Participants have attested that this is the best FP&A training program they've ever attended.

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 FP&A 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?
Does this course qualify for CPE (continuing professional education)?
Are there any prerequisites for attending?
What is the level of difficulty of this program?

Manage the Balance Sheet and Optimize the Company's Working Capital Forecast

Manage the Balance Sheet and Optimize the Company's Working Capital Forecast

Develop a Rolling P&L Forecast Driven by Segmented Revenue and Expense Channels

Develop a Rolling P&L Forecast Driven by Segmented Revenue and Expense Channels

Build a Dynamic Rolling Cash Flow Forecast

Build a Dynamic Rolling Cash Flow Forecast

Explore Other Courses with Carl Seidman

Explore Other Courses with Carl Seidman

The Fractional CFO Power Skills Mastermind

Dynamic Excel for Finance

Advanced Financial and Business Modeling

Cash Flow Forecasting and Modeling

Managing Data for Finance with Power Query

Financial Planning & Analysis (FP&A) Technical and Strategic Mastery

Delivering Financial Presentations with Executive Presence

Forecasting and Valuing Major Capex Projects

Coming soon

Data Visualization and Power BI for Finance

Coming soon

Students receive a certificate and 18.0 continuing professional education (CPE) credits for completing the course.

Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)

Source: LinkedIn
Source: LinkedIn

What Students Have to Say...

Source: LinkedIn
Source: LinkedIn
A pattern of wavy dots
Join an upcoming cohort

FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value

Cohort 5

$1,850 USD

Dates

July 16—Aug 1, 2024

Payment Deadline

July 15, 2024
|

Bulk purchases

Stay in the loop about upcoming cohorts

Sign up to be the first to know about course updates and receive other complimentary resources.

$1,850 USD

4.6

(55)

·

3 Weeks