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The Fractional CFO and Advisory Mastermind & Community
4.9Â (59)
4 Weeks
·Cohort-based Course
🔥 Being a full-time CFO isn't for everyone. But being in charge of your high-performing advisory biz is. Learn how to do it successfully.
The Fractional CFO and Advisory Mastermind & Community
4.9Â (59)
4 Weeks
·Cohort-based Course
🔥 Being a full-time CFO isn't for everyone. But being in charge of your high-performing advisory biz is. Learn how to do it successfully.
Partial List of Current & Former Clients
Course overview
You want to advance your financial leadership, network, skills, and confidence?
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, CAS, and financial training programs at top universities are often taught by professors. These certificate programs are 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...
✅ Position your CAS or CFO services to command premium ratesÂ
✅ Build a Fractional CFO business doing work you enjoy
✅ Connect with other driven finance professionals like you
✅ Find clients who appreciate you and the work 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
✅ Align your practice with your purpose
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.
Fractional and advisory 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.
The B³ Method Institute 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.
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Total Live Commitment: 21 hours
Total CPE: 21 credits
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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.
04
Accounting and finance professionals looking to align their practice with passion, purpose, and principles that foster growth.
What you’ll get out of this strategic finance and CFO course
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.
Define your personal purpose and align it with the mission of your practice
Pitch the value of your services to the clients you love and learn how to gracefully break up with the ones you don’t. Identify which industries you want to work with and specialize in their needs.
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, CAS 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.
Develop your strategic plan
Create your own 12-month client advisory services roadmap aligned with your purpose and passion
Connect with other high-performers, emerging financial leaders, and a globally-connected FP&A, CFO and CAS 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.
20+ hours of continuing professional education (CPE)
Seidman Financial 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.
Identify the integral technology and people infrastructure of your business
Assess the right technology for your practice and re-engineer your operations to streamline processes. Learn when to hire employees vs. contractors and other short and long-term considerations.
Monthly Community Calls
Stay in touch with your fellow mastermind members, join monthly calls that address timely and relevant topics in our profession, and build a network of leads and referral sources.
What’s included
Live sessions
Learn directly from Carl Seidman CPA | Microsoft MVP & Amy Vetter, CPA in a real-time, interactive format.
Lifetime access
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
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 up until the halfway point of the course.
The Fractional CFO and Advisory Mastermind & Community
Course syllabus
7 live sessions • 60 lessons • 4 projects
Week 1
Jun
3
✨ Fractional CFO Mastermind - Session 1 ✨
The Market and Need for Fractional CFOs
The Journey to Become a Cherished Advisor with Purpose and Focus
FP&A Services and the Office of the CFO
Jun
4
✨ Fractional CFO Mastermind - Session 2 ✨
Client Onboarding and Experience
Structuring the Engagement and Scopes of Work as a CFO or FP&A
Week 2
Week 3
Jun
16
✨ Fractional CFO Mastermind - Session 3 ✨
The Technology, Process & Practice Management
Jun
19
✨ Fractional CFO Mastermind - Session 4 ✨
Financial Data Management, Structures, and Dynamics
Financial Business Partnership Across the Company
Managing and Presenting Key and Recurring Deliverables
Communication Skills, Managing Client Expectations and Personalities
Week 4
Jun
23
✨ Fractional CFO Mastermind - Session 5 ✨
Marketing and Pricing Tools and Techniques
Professional Expertise and Specialization
Jun
26
✨ Fractional CFO Mastermind - Session 6 ✨
The Cherished Advisory Simple Sales Process
Positioning, Branding, and Business Development as a CFO
Week 5
Jun
30
✨ Fractional CFO Mastermind - Session 7 ✨
Creating Your Fractional CFO and Advisory Roadmap
Progress and Accountability
Tying it All Together
Bonus
The FP&A Professional in Today's Environment (Complimentary Course)
4.9Â (59 ratings)
What students are saying
"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 Your Guides, Carl and Amy
Carl Seidman CPA | Microsoft MVP
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.Â
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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.Â
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.
Amy Vetter, CPA
CEO of the B3 Method Institute
Amy Vetter is a transformational keynote speaker, CEO, author of 3 books, and host of the Breaking Beliefs podcast.
As a CPA, she built, operated and sold the Client Advisory Services (CAS) practices she created as a sole practitioner, small firm owner, as a Partner in a regional CPA firm and as a Partner in a national CAS practice.
She offered everything from Bookkeeping Services to Fractional CFO Services to Technology Implementation from small businesses to national franchises. After selling her practice she dedicated her career to helping CPAs and Finance Professionals to build practices that can scale through automation and business transformation.
She brings her unique perspective as a CPA, Yogi, and Technologist by developing the B3 Method (Business + Balance = Bliss) so that each person can achieve their dreams in their career and business. Â
Carl and Amy are the finance leaders who finance leaders turn to. They've been where you want to be and do the work you want to do.
Contact:
info@seidmanfinancial.com
amy@amyvetter.com
Course schedule and duration
3-4 hours per session for 7 sessions
Each session (4pm - 7pm CST)
Each 3-hour session is content-rich inclusive of discussion, reflection, and Q&A. We 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.
Join an upcoming cohort
The Fractional CFO and Advisory Mastermind & Community
Cohort 10
$1,999
Dates
Payment Deadline
Don't miss out! Enrollment closes in 4 days
Frequently Asked Questions
"Fantastic!Â
I've taken multiple courses over 20 years, this was incredibly practical."
-- Prashanth Setty, Management Consultant
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.
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
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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...
Bob Brammer
Sameer Naik
Mark Depow
Elizabeth Payne
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:
- People
- Processes
- Technology, and
- 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
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 and Amy Vetter
The Fractional CFO Power Skills Mastermind
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The B³ Method Institute WORKSHOP
Tax & Client Advisory Services Practice Roadmap and Cherished Advisor® Step-by-Step Program
Best in Class Tech Stack B3 Method Institute Members
Join an upcoming cohort
The Fractional CFO and Advisory Mastermind & Community
Cohort 10
$1,999
Dates
Payment Deadline
Don't miss out! Enrollment closes in 4 days
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