4.7
(15 ratings)
3 Days
·Cohort-based Course
⚒️ Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with a most powerful tool for Excel and Power BI.
4.7
(15 ratings)
3 Days
·Cohort-based Course
⚒️ Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with a most powerful tool for Excel and Power BI.
Partial List of Current & Former Clients
Course overview
In this intensive 2 half-day Power Query program, attendees will embark on a step-by-step journey through data management.
We'll begin by introducing core concepts and a fundamental understanding of Power Query, a tool that enables seamless extraction and transformation of raw data from back-end systems to Excel or Power BI.
The first phase of the course emphasizes understanding the Power Query interface and learning how to connect various data sources, including databases, spreadsheets, and online services. Attendees will discover how to import data effectively, reducing the time spent on manual data entry.
The next phase focuses on data cleansing and manipulation. You'll learn how to filter, sort, and aggregate data. You'll discover the different ribbons designed for intuitive user-interface and how to apply these techniques to real-world financial application. This will include handling missing or erroneous data, which is often a challenging task in financial analysis.
The final phase delves into data modeling. Attendees will explore how to create custom calculations, both through a clear user-interface and by using Power Query's formula language, M.
These skills are essential for constructing sophisticated financial models and data models, providing the foundation for accurate forecasting and strategic planning.
By the end of the training, participants will not only master Power Query's functionality but also acquire a new perspective on data analysis. They'll be equipped with the skills to automate complex data preparation tasks, freeing them to focus on insightful analysis and decision-making.
This transformative experience is tailored to financial professionals who seek to enhance their efficiency and analytical abilities.
Whether you're a new financial analyst, s seasoned FP&A expert, or someone seeking to elevate data analysis capabilities, this course is a basic step towards a more data-driven and insightful future in your finance career.
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.
01
Financial analysts and FP&As seeking to automate data formatting, preparation, and importing to enhance forecasting, planning, and analysis.
02
Accounting professionals wanting to elevate routine presentations to automated financial reporting.
03
Small business owners who want to adopt basic data cleaning processes to get the information they need.
04
Controllers who want to streamline their financial processes and save time when they import their data into files and reports.
More than just content and training. It's about real financial processes
Introduction to Power Query
Data Import and Connections
Process flows to connect to back-end data and bring it into recurring financial analysis and reporting
Data Transformation Techniques
Advanced Query Techniques
Integration with Financial Analysis
Best Practices and Troubleshooting
2 interactive live sessions
Lifetime access to course materials
33 in-depth lessons
Direct access to instructor
Projects to apply learnings
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.
Managing Data for Finance with Power Query
Dec
9
Dec
11
4.7
(15 ratings)
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
Daniel Flores
John Thatcher
James Mehlman
Dawn Harrison
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)
Join an upcoming cohort
Cohort 4
$397
Dates
Payment Deadline
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 - Driving Growth and Enhancing Value
Delivering Financial Presentations with Executive Presence
Forecasting and Valuing Major Capex Projects
Coming soon
Data Visualization and Power BI for Finance
Coming soon
Join an upcoming cohort
Cohort 4
$397
Dates
Payment Deadline
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