FP&A Technical Fluency and Strategic Thinking
4.7 (81)
5 Weeks
·Cohort-based Course
📈 This course makes the complexity of FP&A remarkably simple. You’ll get the same flagship curriculum used by FP&A teams at Fortune 500s.
FP&A Technical Fluency and Strategic Thinking
4.7 (81)
5 Weeks
·Cohort-based Course
📈 This course makes the complexity of FP&A remarkably simple. You’ll get the same flagship curriculum used by FP&A teams at Fortune 500s.
Partial List of Current & Former Clients
Course overview
FP&A is Where Financial Strategy, Analysis and Operational Execution Converge
COURSE OVERVIEW
FP&A Technical Fluency and Strategic Thinking is the public offering of Carl Seidman's flagship FP&A professional development curriculum (FP&A Technical and Strategic Mastery) 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:
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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, and Workday.
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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 6-session 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
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. Welcome to THE premier course in FP&A technical fluency and strategic thinking.
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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.
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📆 2025 COHORTS
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9 Sessions, 2 hours each:
Tuesdays and Fridays, 9am - 11am CDT
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Total Live Commitment: 18.0 hours
Total CPE: 18.0 credits
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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
10 interactive live sessions
Lifetime access to course materials
41 in-depth lessons
Direct access to instructor
1 projects to apply learning
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.
FP&A Technical Fluency and Strategic Thinking
Course syllabus
Week 1
Aug
26
✨ FP&A - Session 1 (LIVE) ✨
Module 1: The Power and Art of FP&A Business Modeling
Aug
29
✨ FP&A - Session 2 (LIVE) ✨
Module 2: Dynamic FP&A Business Modeling
Week 2
Sep
2
✨ FP&A - Session 3 (LIVE) ✨
Module 3: Data Visualization and Business Storytelling
Sep
5
✨ FP&A - Session 4 (LIVE) ✨
Module 4: Business Scenarios & Driver Sensitivities
Week 3
Sep
9
✨ FP&A - Session 5 (LIVE) ✨
Module 5: Forecasting, Budgeting, and Projections
Sep
12
✨ FP&A - Session 6 (LIVE) ✨
Module 6: Major Projects and Capex Forecasting
Week 4
Sep
16
✨ FP&A - Session 7 (LIVE) ✨
Module 7: Strategic FP&A
Sep
19
✨ FP&A - Session 8 (LIVE) ✨
Module 8: Bringing it All Together
Week 5
Sep
23
✨ FP&A - Session 9 (LIVE) ✨
✍️ Capstone Case: Build an FP&A Process Flow
Post-course
Post-Course Learning & Development
Sep
26
🏫 FP&A Open Office Hours (LIVE Optional) 🏫
4.7 (81 ratings)
What students are saying
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
Join an upcoming cohort
FP&A Technical Fluency and Strategic Thinking
MQ2
$1,850
Dates
Payment Deadline
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.
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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
Manage the Balance Sheet and Optimize the Company's Working Capital Forecast
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Develop a Rolling P&L Forecast Driven by Segmented Revenue and Expense Channels
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Build a Dynamic Rolling Cash Flow Forecast
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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
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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)
Source: LinkedIn
What Students Have to Say...
Source: LinkedIn
Join an upcoming cohort
FP&A Technical Fluency and Strategic Thinking
MQ2
$1,850
Dates
Payment Deadline
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