The Fractional CFO Power Skills Mastermind

4.8

(41 ratings)

·

10 Days

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Cohort-based Course

Being a full-time CFO isn't for everyone. But being in charge of your high-performing finance career is. Learn how to do it successfully.

Partial List of Current & Former Clients

Michelin
Discover
HPE
Sloan Valve Company | Franklin Park IL
EVRAZ Group

Course overview

You want to advance your financial leadership, network, skills, and confidence?

You learned finance and accounting in school. Maybe you went back and got an MBA, a professional certification or two. But you aren't progressing as much or as fast as you want or in the direction you desire.


You don't want to wait for opportunities to come to you -- you want to create your own. You want to elevate yourself into a position of financial leadership. Or maybe you want to take the leap and start your own fractional CFO, FP&A, or advisory business.


CFO training programs at top universities are often taught by professors. They're notoriously expensive and inaccessible.


And most financial training out there, well, it's just not so great. It isn't case-based or taught by someone who's an actual practitioner, working as a fractional CFO, and who has trained thousands of people at the companies you know and engage with every day...


But this one is.


And it's CPE- accredited by the National Association of State Boards of Accountancy (NASBA).


WHERE DO YOU WANT TO GO?


Whether you want to...


✅ Build an Fractional CFO business doing work you enjoy

✅ Connect with other driven finance professionals like you

✅ Find clients who appreciate you and what you do

✅ Position yourself for your next chapter in financial leadership

✅ Grow to the next level in your finance or FP&A career

✅ Develop a sustainable business model and strategy

✅ Build your referral base and professional network


Or all of the above, this program will support you in your journey and accelerate your advancement.


Why wouldn't you want to learn from someone who actually does the work you want to do?


You have an entire career ahead of you.

Don’t leave it to others to create it for you.

Freelance opportunities are everywhere.


The time to elevate is now.


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.


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⬇️ NEXT COHORT DATES AND TIMES

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📆 APRIL/MAY COHORT

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4 sessions, 4 hours each:

5pm - 9pm CST

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Day 1: Apr 30th (5pm - 9pm EST)

Day 2: May 2nd (5pm - 9pm EST)

Day 3: May 7th (5pm - 9pm EST)

Day 4: May 9th (5pm - 9pm EST)

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Total live commitment: 16.0 hours

Total CPE: 16.0 credits

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* Note: Price of enrollment increases 1 week prior to the start of the cohort.

Who is this strategic finance and fractional CFO course for?

01

You're a professional with a background in finance, accounting, consulting, Controlling, FP&A, investing, or the Office of the CFO.

02

You're an emerging leader pursuing mid/senior level positions in your company or wanting to take the leap into fractional CFO or FP&A work.

03

You're a challenger who wants to grow with real-life business cases and companies and learning that continues after the program ends.

What you’ll get out of this strategic finance and CFO course

Develop highly-refined technical finance skills

You'll learn extremely powerful skills and techniques you've likely never encountered before. But you won't just hone new skills and competence -- you'll develop greater financial expertise and confidence.

Engage in critical thinking and the strategic mindset

Once the foundations of technical skills are in place, fractional CFO and FP&A work becomes less about rote financial modeling and analysis and more about providing strategic insights. You'll learn how to better serve your end-users within a larger context of what matters most.

Leverage technical skills, critical thinking, and the strategic mindset to collectively position for fractional CFO and FP&A work

A key difference between junior staff and mid-to-senior level professionals is the ability to leverage skills, acumen, and mindset for higher-value deliverables.


You'll learn what fractional CFO and FP&A work looks like and how to build a quality reputation as a practitioner.

Discover how to deal with different and challenging peer and client personalities

A common misconception in finance is success is all about financial acumen and application of expertise. But the truth: success comes to those who best understand people.


You'll learn how to manage relationships and conflict within the context of your finance and advisory work.

Understand how to strategically design your fractional advisory practice, CPA firm, or your time as a high-performing finance professional

We'll get into the details of how to structure and leverage your time, service offerings, relationships, sales and marketing efforts, and mindset to develop a far more sustainable business model or opportunistic finance career.

Connect with other high-performers, emerging financial leaders, and a globally-connected FP&A and CFO professional network

It's not what you know and it's not who you know. It's who knows you and what you do.


Attendees of this program are encouraged to stay active and connected as a cohort, ask challenging questions of colleagues, and build a network of trusted confidants.

Access to Seidman Financial Inner Circle Mastermind Assets

You'll get invite-only access to Seidman Financial business models, templates, worksheets, video courses, events, and office hours.

Free video course: The FP&A Professional in Today's Environment

See how FP&A professionals, Controllers, and accountants and other professionals fit together within and beyond the office of the CFO.

16 hours of continuing professional education (CPE)

Seidman Global LLC is registered with the Nat'l Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. See the fuller disclaimer of individual course CPE acceptance within the FAQs below.

This course includes

4 interactive live sessions

Lifetime access to course materials

42 in-depth lessons

Direct access to instructor

4 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.

Course syllabus

Expand all modules
  • Post-Course

    Modules

    • The Finance Circle Community

  • Bonus

    Modules

    • The FP&A Professional in Today's Environment (Complimentary Course)

4.8

(41 ratings)

What students are saying

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"If the course was only one day, I would have felt I had received significant value -- and thankfully we received another three power-packed days with Carl.


This was absolutely the most valuable professional training course I have ever taken."


-- Saul Bashoff, Fractional CFO

Meet Carl, your instructor and partner

Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder

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, 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.


Contact: info@seidmanfinancial.com

What some of the more than 13,000 Seidman Financial training program and seminar attendees have said:

        Honestly the single most productive and useful training program I’ve ever attended.
Mitch Insaro

Mitch Insaro

Finance Development Program (Cigna)
        This course exceeded my expectations. The content answered so many questions I had and provided me with other aspects of being a successful Fractional CFO I hadn't considered. Carl shared his experiences with us as well as some assets to consider regarding client engagements I found highly valuable. The cohort learning made for a richer experience.
Thomas Casey

Thomas Casey

Director of Strategic Accounts
        The training was filled with valuable information that I could see making an immediate impact on our business. I am really looking forward to putting into practice so many of the tools you shared with us.
Kathy Smahi

Kathy Smahi

Agency Chief Financial Officer (Marsh & McClennan)
        Carl has so much hands-on experience and confidence to know that applying his guidance will lead to success. This is a great course if you want to start your own advisory business. Not everyone in my network is looking to switch out of a corporation, but to anyone who is, I would certainly recommend this course. 
Sameer Naik

Sameer Naik

Senior Manager
        Fantastic course to discuss topics with other working professionals in a small setting. I think the course provides value to all finance professionals, and would highly recommend for my peers and co-workers to take the course. It was a lot more interactive and conversational than other programs.
Mark Kennedy

Mark Kennedy

Manager, CR3 Partners
        Carl did a great job on advising us with practical tips on how to become a trusted finance business partner and provided nice coverage of both technical and communication skills. I highly recommend this course to professionals looking to take their game to the next level. Carl's course was more engaging and interactive compared to most courses.
Kevin Pitts

Kevin Pitts

Vice President of Finance, Healthcare Company
        Carl is awesome! Love your seminars - always take away lots of new ideas to implement. Great content, robust discussions and truly covers a wide variety of material that is useful in all facets of FP&A.
Liz Payne

Liz Payne

Senior Director of Finance and FP&A, Akoya Biosciences, Inc.
        This course was remarkable in every way and in more ways than I imagined a course could be. Carl is extremely knowledgeable, insightful and an incredible presenter. He was fully engaged with us throughout the entire course and answered every question that we had. I personally have become a better human and better CFO.
Saul Bashoff

Saul Bashoff

Fractional CFO, BashoffCFO
        Carl is very engaging and informative. The program is structured and engaging.
Ken Fick

Ken Fick

Fractional CFO
        Carl is an excellent instructor. His courses are well organized and engaging. The "Fractional CFO" topic is specialized so it has appeal to finance professionals who have the ability and inclination to market their services. Carl does a good job of explaining what is required for a successful fractional CFO and describing likely clients.
Bob Brammer

Bob Brammer

Former CTO, Northrop Grumman
        This course exceeded my expectations. Carl is a wonderful presenter and mentor. He's always willing to go above and beyond after class. Content is succinct, deep, and leaves room for action steps. This is a great course if you're looking to start a Fractional CFO practice or make an impact internally, preparing you for leadership. Highly recommend.
Mark Depow

Mark Depow

Financial Consultant

Course schedule and duration

4 hours per session for 4 session = 16 h
  • Feb 5th | Feb 6th | Feb 12th | Feb 13th

    5pm - 9pm CST

    Each half-day is content-rich inclusive of discussion, reflection, and Q&A. I often stay after each session to answer content- or career-specific questions.

  • Aug 7th | Aug 8th | Aug 14th | Aug 15th

    5pm - 9pm CST

    Each half-day is content-rich inclusive of discussion. reflection, and Q&A. I often stay after each session to answer content- or career-specific questions.

  • Guided self-paced accountability and action items

    1-2 hours per week

    Learning is best when there's action and accountability. There will be some pre-reading and post-session exercises for certain weeks.

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Join an upcoming cohort

The Fractional CFO Power Skills Mastermind

Apr 2024

$1,600 USD

Dates

Apr 30—May 10, 2024

Payment Deadline

Apr 30, 2024

|

Bulk purchases

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 Fractional CFO program and all the other programs you offer?
Why do you sometimes lump Fractional CFO and Fractional FP&A together? Are they the same or are they different?
How will the classes work?
What should I be expected to know coming into this course? How should I prepare in advance?
Will you help me start my Fractional CFO or Fractional FP&A advisory business during or after the course?
Do you offer any guarantee that I'll be able to run a successful Fractional CFO or Fractional FP&A business?
Does this course qualify for CPE (continuing professional education)?
Are there any prerequisites for attending?
What is the level of difficulty of this program?
I see other Fractional CFO programs out there. What's different about the Fractional CFO Power Skills Mastermind?
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"Fantastic! 


I've taken multiple courses over 20 years, this was incredibly practical."


-- Prashanth Setty, Management Consultant

Learning is better with cohorts

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 Fractional CFO training program they've ever attended.

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This was head and shoulders above other training programs I've taken. The real world examples throughout made it so much more dynamic. Carl provides an open and collaborative environment and clearly articulates the "why" and "how".


-- Thomas Casey, Director of Strategic Accounts

This program is CPE-eligible for up to 16.0 hours of continuing professional education credits. You’ll receive your certification upon compl

Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA)

Being an effective Fractional CFO isn't about proving how smart you are. It's about offering immense value through solutions you deliver.

Excerpt from The Fractional CFO Power Skills Program (Summer 2023)

What other attendees are saying...

        I took this course because I thought the subject would be interesting and I knew that Carl would do it well.
Bob Brammer

Bob Brammer

Former Chief Technology Officer (CTO), Northrop Grumman
        This course was much more discussion based. Very applicable rather than abstract or theoretical.
Sameer Naik

Sameer Naik

Senior Manager
        Loved the course. Great content and very personable and knowledgeable instructor. Greater depth and allows for action items in your own practice.
Mark Depow

Mark Depow

Financial Advisor
        The size was good, content was valuable, time was well spent. Overall really enjoyed it!I have taken a lot of CPE courses, and this was personalized and engaging. Great content, robust discussions and truly covers a wide variety of material that is useful in all facets of FP&A.
Elizabeth Payne

Elizabeth Payne

Senior Director of Finance and FP&A
Free resource

The Role of the FP&A Professional in Today’s Environment - Part 1

FP&A is one of the fastest-growing professions in corporate finance. But unfortunately, according to many CFOs, it's also one of the most underperforming.


The keys to building an effective FP&A function are:


  1. People
  2. Processes
  3. Technology, and
  4. Culture


Carl Seidman takes you on a journey to understand why FP&A is so important, how it serves the office of the CFO, and much more.


Learn more about FP&A, corporate finance, the role of fractional CFOs, Excel, planning and more in Excel for Finance and The Fractional CFO Power Skills Program live masterminds.

Get this free video series

What attendees of The Fractional CFO Power Skills Mastermind have to say:

Source: LinkedIn.com
Source: LinkedIn.com
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Carl's a world class teacher and this course is truly one of a kind. I not only learned but obtained answers to questions I’ve always had. I am so happy is signed up and will be back for more. Carl’s a trusted resource to me now and am grateful to have found his courses. — Jason

Explore Other Courses with Carl Seidman

Explore Other Courses with Carl Seidman

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

Delivering Financial Presentations with Executive Presence

Forecasting and Valuing Major Capex Projects

Coming soon

Data Visualization and Power BI for Finance

Coming soon

A pattern of wavy dots
Join an upcoming cohort

The Fractional CFO Power Skills Mastermind

Apr 2024

$1,600 USD

Dates

Apr 30—May 10, 2024

Payment Deadline

Apr 30, 2024

|

Bulk purchases

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$1,600 USD

4.8

(41)

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10 Days