FP&A Mastery Signature Program: 12-Month Professional Access
Carl Seidman
FP&A Advisor | Microsoft MVP in Excel
Experiential Learning for High-Achieving Finance & Accounting Professionals
FP&A is about making solid, defensible judgments even in the face of high stakes and ambiguity. A common misconception around these finance skills is that they’re something you either have or you don’t—and that 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 thinking, and strategic thinking ability by reframing your mindset and mastering a handful of core skills: business modeling, financial analysis, empathy and partnership, and effective communication.
The best FP&A professionals don’t think like analysts. They think like advisors. They’re higher-level thinkers who connect financial insights to what others care about and communicate with clarity and influence.
The FP&A Mastery Signature Program™ is a 12-month immersive experience featuring 8 comprehensive training series, weekly live virtual courses, and a full library of recordings, exercises, templates, models, and real-world examples. All year long, it elevates both your technical skills and the way you think about finance.
It's designed for high-achieving practitioners.
What you’ll learn
Master technical + strategic skills separating elite FP&A leaders from ordinary analysts, landing you better opportunities and visibility
Use robust Excel techniques to build flexible, scalable models, not basic and vulnerable spreadsheets
Design assumption-driven models that update cleanly and easily as inputs change
Reduce complexity while increasing analytical depth (an incredibly rare but extremely valuable skill)
Identify the most relevant variables that actually matter to performance and liquidity
Build two types of tools -- (1) comprehensive models, and (2) mini driver syntheses to answer “what if” questions in real time
Connect operating decisions to financial outcomes executives care about
Construct integrated cash flow, P&L, and balance-sheet forecasts that tie cleanly and hold up under scrutiny
Translate messy operational data into structured, auditable financial assumptions
Pressure-test scenarios and explain what really moves cash, not just earnings
Understand the accounting equations and translate accounting mechanics into forward-looking forecasts with ease
Model working capital roll-forwards (AR, AP, inventory, accruals) with confidence and discipline
Understand where forecasts often break and how to fix them, supporting leadership in their most important decisions
Explain financial results and forecasts in plain language without dumbing them down
Challenge assumptions constructively while staying commercially grounded in the reality of the business
Show up to meetings prepared to recommend and defend your work, not just report your findings
Trust your models because you built them from the ground up, know how they work, and can update them quickly and seamlessly
Know how to routinely spot errors, inconsistencies, and unrealistic assumptions
Learn the most current applications of Excel in finance, from 1 of ~35 U.S.-based Microsoft MVPs
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 modeling, forecasting, and analysis 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.
8 immersive series
1. Cash Flow Forecasting & Modeling 2.Data Management for Finance w/ Power Query 3. Cash Flow Mastery: Deep Dive Modeling 4. Advanced Financial & Business Modeling 5. Budgeting & Rolling Forecasts 6. Financial Analysis, Ops Management, & Business Partnering 7. Delivering Effective Financial Presentations 8. Technical Fluency & Strategic Thinking
Rolling admission - enroll any time you want and get access to all sessions
Live sessions take place every week. So you don't have to wait for the next live cohorts to begin to get started with the course. Attend the sessions you're interested in and pass on the ones you're not. It's your choice.
100+ hours of recordings
Students receive 100+ hours of previous cohort session recordings as soon as they enroll. And they receive 100+ hours of new recordings as the live sessions take place. Go back to course content and recordings whenever you need to.
50+ Downloadable Tools
Download practical templates, reports, models, and work files you can use right away.
Community of peers
Stay accountable and share insights with like-minded professionals.
Up to 114 CPE credits and certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
Your purchase is backed by the Maven Guarantee.
Course syllabus
Week 1
✨ FP&A MSP - Budgeting + Rolling Forecasts ✨
Module 1: Rethinking Budgeting - Why Static Budgeting Fails
Module 2: Building a Top-Down, Bottoms-Up, and Driver-Based Budgeting Models
Module 3: Going Deeper into Budgeting Overhead Expenses
Module 4: Business Partnership and Bridging the Gap Between Finance and Ops
Module 5: Forecasting SG&A From Fixed Costs to Forward-Looking Levers
Module 6: Budgeting Season and Rolling Forecasts Forward
Week 2
✨ Data Management for Finance with Power Query✨
Module 1: What is Microsoft Power Query and Why Does it Matter to Finance
Schedule
Live sessions
2 hrs / week
We meet live 1x per week. Each session is 2 hours with one 8-10 minutes break. We often have an extended Q&A at the end of each core learning session. Meetings are recorded for future review and reinforcement. In the event you miss a live session, the recordings are there for you to watch/listen to on your own time and at your own pace.
Reinforcement
1 hr / week
Live sessions are full of rich content, demonstrations, instruction, and exercises. While you are not required to complete projects on your own, you are STRONGLY ENCOURAGED to revisit the working files and go through the files/exercises on your own time. This reinforces concepts and ensures that the learning sticks.
Asynchronous content
1 hr / week
All live sessions are recorded and uploaded, usually with 24 hours of the conclusion of the live session, for your continued access. Attendees of The FP&A Mastery Signature Program have access to 100+ hours of recorded learning, discussions, exercises, cases, and Q&A.
Program Overview
This year-long membership gives you full access to weekly live, virtual courses and the complete library of module recordings, immersing you in the frameworks and techniques used by high-performing corporate finance practitioners.
Through real-world examples, exercises, templates, models, discussions, and hands-on implementation, you’ll evaluate financial models, Excel techniques, analyses, reports, and dashboards to understand what makes them exceptional (or not).
Each session challenges you to think more deeply about finance, modeling, influence, and communication—helping you elevate not just your technical skill set, but the way you think about and approach your work all year long.
FP&A Mastery Live Program Schedule
Cash Flow Forecasting and Modeling - Level 1: May 1, 2026 - June 12, 2026 | Fridays | 9am - 11am CT
Budgeting and Rolling Forecasts: June 15, 2026 - July 20, 2026 | Mondays | 9am - 11am CT
Data Management for Finance with Power Query: June 19, 2026 - July 24, 2026 | Fridays | 9am - 11am CT
Financial Analysis, Ops Management, and Business Partnering: August - September 2026 | Fridays | 9am - 11am CT
Cash Flow Mastery: Deep Dive Modeling - Level 2: October - November 2026 | Fridays | 9am - 11am CT
Delivering Effective Financial Presentations with Executive Presence: January - February 2027 | Mondays | 9am - 11am CT
Advanced Financial and Business Modeling: January - March 2027 | Fridays | 9am - 11am CT
FP&A Technical Fluency and Strategic Thinking: March - April 2027 | Mondays| 9am - 11am CT
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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A one-of-a-kind learning ecosystem, eligible for up to 114.0 CPE credits
Receive a certificate of completion to share with your network and coworkers
Here's what attendees of these courses have to say about the learning experience:
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Frequently asked questions
The FP&A Mastery Signature Program kicks off with the top-rated corporate finance program on Maven. Here's what you'll learn:
You won't just learn cash flow forecasting, you'll learn financial analysis and business diagnostics
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