FP&A Mastery Signature Program - Track B
Carl Seidman
FP&A Advisor | Microsoft MVP in Excel
FP&A Mastery is the premier membership for high-achieving finance professionals
THE FP&A MASTERY SIGNATURE PROGRAM TRACK B ("FP&A MSP") is the encore to FP&A MSP TRACK A
FP&A is about making solid judgments about finance-related decisions, even in the face of high stakes and ambiguity. Leaders who exemplify FP&A mastery skills work at amazing corporations and rapidly-growing entrepreneurial companies.
A common misconception around these finance skills and defensible assumptions is that they're something you either have or you don't and they take many years to attain.
...but that's not true.
In reality, you can significantly improve your financial planning & analysis (FP&A) influence + critical and strategic thinking ability by reframing your mindset and mastering a handful of core skills.
The best FP&A professionals don’t think like analysts. They think like advisors. They understand how their insights connect to what others care about. And they’re masterful communicators. They don't refer to themselves as masters, but they're always in pursuit of mastery.
TRACK B CONCEPTS COVERED*:
1️⃣ Budgeting and rolling forecast
2️⃣ Financial analysis and ops management
3️⃣ Advanced Cash Flow Forecasting
4️⃣ Financial presentations and executive presence.
What you’ll learn
Master technical + strategic skills that separate elite FP&A leaders from ordinary analysts, landing you better opportunities and visibility
Master top-down, bottoms-up, and driver-based budgeting frameworks used by high-performing FP&A teams.
Build rolling forecasts that adapt to real-time performance and reduce “budget shock” at quarter end.
Develop flexible forecast drivers that align planning with strategic and operational variability.
Break down financial performance to uncover root causes using structured analytical techniques.
Link operating performance to financial outcomes through cause–effect mapping and scenario evaluation.
Track and interpret operational KPIs to support proactive, data-driven decisions.
Use financial insights to bridge finance and operations for shared understanding and alignment.
Facilitate collaborative problem-solving that supports operational goals and financial discipline.
Adopt a consultative financial advisor mindset in every stakeholder engagement and conversation.
Integrate sales, receivables, payroll, and payables into comprehensive cash flow models.
Forecast short- and long-term cash needs with precise roll-forward logic and driver links.
Support treasury and leadership with clear cash runway insights and scenario analysis.
Structure data-driven narratives that convert complex analysis into clear takeaways.
Tailor presentations for financial and non-financial audiences with confidence and clarity.
Leverage visual storytelling and delivery techniques to influence decisions.
Shift from reactive reporting to forward-looking insight generation and strategic influence.
Apply frameworks that position you as a trusted advisor and driver of business outcomes.
Build a professional portfolio of capstone cases demonstrating mastery and impact.
Learn directly from Carl
Carl Seidman
The person Fortune 500s use for their financial leadership development programs
Who this course is for
Finance Directors and Managers responsible for team oversight, financially-driven decisions, and higher-level data-driven analysis.
Management consultants, FP&A advisors, and Fractional CFOs who offer business consulting services to small and midsized businesses.
Entrepreneurs planning to start a business and seeking foundational knowledge in financial management to ensure their venture is successful.
Prerequisites
Finance or FP&A Experience (2+ Years)
You should understand budgeting or forecasting basics. It ensures you're ready to apply real-world judgment, not just formulas.
Comfort Working in Excel
You’ll be building real models, so you'll need foundational (not expert) skills to follow along and focus on structure, not just syntax.
Basic Financial Statement Knowledge
You don't need to be an expert in accounting, but should recognize how income, cash flow, and balance sheets connect.
What's included
Live sessions
Learn directly from Carl Seidman in a real-time, interactive format.
Access to recordings
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion and CPE credits
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund through the second week of the course.
Course syllabus
Week 1
✨ FP&A MSP - Budgeting + Rolling Forecasts: Live (Tues, Oct 21 | 1pm CST) ✨
Module 1: Rethinking Budgeting - Why Static Budgeting Fails
✨ FP&A MSP - Budgeting + Rolling Forecasts: Live (Fri, Oct 24 | 1pm CST) ✨
Module 2: Building a Top-Down, Bottoms-Up, and Driver-Based Budgeting Models
Week 2
✨ FP&A MSP - Budgeting + Rolling Forecasts: Live (Tues, Oct 28 | 1pm CST) ✨
Module 3: Going Deeper into Budgeting Overhead Expenses
✨ FP&A MSP - Budgeting + Rolling Forecasts: Live (Fri, Oct 31 | 1pm CST) ✨
Module 4: Business Partnership and Bridging the Gap Between Finance and Ops
Schedule
Live sessions
4 hrs / week
Projects
1 hr / week
Async content
1 hr / week
500+ FP&As have improved their technical and non-technical skills with Carl's cohort-based Maven courses. Here's what they have to say:
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Here's what more attendees have to say:
A one-of-a-kind experiential learning ecosystem, eligible for up to 56.0 CPE credits
Don't just take our word for the quality and impact of this experience. Here's what alumni of Carl's programs have to say:
Receive a certificate of completion to share with your network and coworkers
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Frequently asked questions
$3,500
USD