Data Management for Finance with Power Query

You are encouraged attend live sessions, as a great part of the experience is both the live-reveals and the participant interaction.

In other words, you get to:

• learn in real-time

• apply in real-time, and

• reflect in real time

Yes, sessions are recorded and you can go through them on your own, but learning may be reduced.

If you are eager to begin, and you sign up more than 3 weeks before the live cohort begins, you may request complimentary access to program recordings through our digital vault. This means you can go through the course at your own pace in advance and then join the live program for reinforcement of the lessons.

Contact us at info@seidmanfinancial.com

We meet for 2-hour sessions + extended Q&A. It is intentionally spaced out over a number of days so you can work your schedule around it.

That's 12+ hours all in: content, discussion, reflection, cases, and Q&A.

There may be occasional pre-work and post-session work but it is minimal.

We meet live on Zoom 1 time per week.

Each module ties into prior and future modules, so it is vital to try to avoid missing classes. However, if you must miss, you are encouraged to watch the session recordings.

The structure of the session begins with an intro, a tie-in to a real example, exercises, discussion, and reflections.

We offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics.

Here are the other programs offered in partnership with Maven.

This program is designed for professionals who want to advance their skills and understanding specifically in data extraction, formatting + positioning.

Prerequisites for the course include the following:

• You should have a basic-to-intermediate understanding of Microsoft Excel

• You should have a current version (M365, 2016 or later) of Microsoft Excel, ideally (though not necessary) on a PC.

• You should have at least an basic understanding of accounting and finance concepts.

Beginner, Intermediate, and Advanced.

Technical acumen is not required for participation in this program which means a deep understanding of financial and accounting times does not apply.

Yes, it qualifies for 12.0 CPE credits.

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.

Yes. You get all of the template models (clean and completed), slides and related handouts.

Most on-demand courses teach steps for plugging numbers into templated models. They don’t teach the nuances that you’re likely to encounter across a wide range of instances. Data modeling trainers tend to not come from FP&A or restructuring backgrounds.

According to alumni, this is one of the best data management courses for FP&A.

No, but we will offer you our promise.

Everyone who attends this course will have different backgrounds, experience, and aspirations which means they have different business models or jobs.

Our promise is to share with you techniques, tools, and processes that will accelerate your finance career and make you far more confident in what you do.