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FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value
5 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
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, Hostess Brands, IGT, Michelin, NerdWallet, Outsystems, Rapid7, Santander, Sloan Valve, Sol Petroleum, Spotify, Telus, Triple-S, United Technologies, The University of Wisconsin-Madison, Verizon, and 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 the long-term sustainability.
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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.
* Country cost-of-living adjustments and PPP (purchasing power parity) options available.
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⬇️ NEXT COHORT DATES AND TIMES ⬇️
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📆 FEBRUARY COHORT
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6 sessions, 3 hours each:
9am - 12pm CST
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Day 1: Feb 2nd (9am - 12pm CST)
Day 2: Feb 9th (9am - 12pm CST)
Day 3: Feb 16th (9am - 12pm CST)
Day 4: Feb 23rd (9am - 12pm CST)
Day 5: Mar 1st (9am - 12pm CST)
Day 6: Mar 6th (9am - 12pm CST)
(NOTE: Final Day on a Wednesday)
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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.
FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value
Course syllabus
Week 1
Week 1
Feb 2—Feb 4
Events
- Feb
2
Session 1
Session 1
Fri, Feb 2, 3:00 PM - 6:00 PM UTC
Modules
- The Power and Art of FP&A Business ModelingThe Power and Art of FP&A Business Modeling5 Lessons
- Dynamic FP&A Business ModelingDynamic FP&A Business Modeling7 Lessons
Week 2
Week 2
Feb 5—Feb 11
Events
- Feb
9
Session 2
Session 2
Fri, Feb 9, 3:00 PM - 6:00 PM UTC
Modules
- Data Visualization and Business StorytellingData Visualization and Business Storytelling4 Lessons
Week 3
Week 3
Feb 12—Feb 18
Events
- Feb
16
Session 3
Session 3
Fri, Feb 16, 3:00 PM - 6:00 PM UTC
Modules
- Business Scenarios & Driver SensitivitiesBusiness Scenarios & Driver Sensitivities4 Lessons
- Forecasting, Budgeting, and ProjectionsForecasting, Budgeting, and Projections5 Lessons
Week 4
Week 4
Feb 19—Feb 25
Events
- Feb
23
Session 4
Session 4
Fri, Feb 23, 3:00 PM - 6:00 PM UTC
Modules
- Major Projects and Capex ForecastingMajor Projects and Capex Forecasting3 Lessons
Week 5
Week 5
Feb 26—Mar 1
Events
- Mar
1
Session 5
Session 5
Fri, Mar 1, 2:00 PM - 5:00 PM UTC
Modules
- Strategic FP&AStrategic FP&A11 Lessons
- Bringing it All TogetherBringing it All Together0 Lessons • 0 Projects
Post-Course
Post-Course
Events
- Mar
6
Session 6
Session 6
Wed, Mar 6, 2:00 PM - 5:00 PM UTC
Bonus
Bonus
Modules
- ON-DEMAND COURSE: Excel for FP&AON-DEMAND COURSE: Excel for FP&A0 Lessons • 0 Projects
- ON-DEMAND COURSE: The FP&A Professional in Today's EnvironmentON-DEMAND COURSE: The FP&A Professional in Today's Environment0 Lessons • 0 Projects
- Join The Finance Circle Network + CommunityJoin The Finance Circle Network + Community0 Lessons • 0 Projects
Meet your instructor
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.
Join an upcoming cohort
FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value
Feb 2024
$1,850 USD
Dates
Feb 2—Mar 1, 2024
Payment Deadline
Feb 2, 2024
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?
Join an upcoming cohort
FP&A Technical and Strategic Mastery - Driving Growth and Enhancing Value
Feb 2024
$1,850 USD
Dates
Feb 2—Mar 1, 2024
Payment Deadline
Feb 2, 2024
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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Monitor the Value of the Business in Real Time
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