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.
Carl Seidman, CPA/CFF, CSP, CFE, CGMA, CIRA, AM, Certified Anaplan Model Builder
The person Fortune 500s use for their financial leadership development programs
WHAT ATTENDEES SAY ABOUT THE FRACTIONAL CFO POWER SKILLS MASTERMIND:
"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, Business Consultant (Attended The Fractional CFO Power Skills Mastermind, Summer 2023)
"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, Director of Strategic Accounts (Attended The Fractional CFO Power Skills Mastermind, Summer 2023)
"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, Senior Director of Finance and FP&A (Attended The Fractional CFO Power Skills Mastermind, Summer 2023)
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 a fractional CFO business and do the work you enjoy with clients you love to work with
>>> Position yourself for your next chapter in financial leadership
>>> Grow to the next level in your finance or FP&A career
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 a division of Seidman Global LLC)
4 sessions, 4 hours each:
6pm - 10pm EST (5pm - 9pm CST)
Friday 9/8: 4 hours
Monday 9/11: 4 hours
Wednesday 9/13: 4 hours
Friday 9/15: 4 hours
Total commitment: 4 days, 16 hours
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.
You're a professional with a background in finance, accounting, consulting, Controlling, FP&A, investing, or the Office of the CFO.
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.
You're a challenger who wants to grow with real-life business cases and companies and learning that continues after the program ends.
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.
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.
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.
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.
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.
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.
You'll get invite-only access to Seidman Financial business models, templates, worksheets, video courses, events, and office hours.
See how FP&A professionals, Controllers, and accountants and other professionals fit together within and beyond the office of the CFO.
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.
The Fractional CFO Power Skills Mastermind
"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
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.
Dynamic Data Management and Business Modeling
We'll cover some of the most current and robust techniques for managing evolving sets of data. This includes:
We'll cover popular and lesser-known business modeling techniques that will make the greatest amount of difference in the shortest amount of time.
Strategic Finance and the CFO Mindset
The mind of a CFO is unlike those of all other financial and non-financial professionals in a business. But the mind of a fractional CFO is even different when considering:
Managing Scenarios, Change, and Chaos in the Business
Fractional CFOs and FP&A professionals must deal with ever-changing data, circumstances, and pressures. It's far more than a mechanical exercise and requires a strategic mindset for determining risks, countermeasures, remedies, and contingency plans.
In this module, you'll learn how to model dynamically, incorporating changing assumptions.
Presenting Financial Performance
Technical finance is vital to the daily operations, planning, and analysis of the business. But it's the assessment and interpretation of financial performance that is the most impactful to the CEO and functional team leaders.
In this module, you'll analyze company performance and present your package of findings clearly and concisely.
Strategic Planning and Analysis
As a Fractional CFO, you will be entrenched in annual planning and forecasting, and integral to financial presentations within the company and to third-parties.
In this module, you'll learn what stakeholders care about and how you can provide value in the form of strategic planning, rolling forecasts, and external correspondence.
The CFO Business Case
We'll break into groups and go through a comprehensive strategic and operational business case, designed to push you to think like a fractional CFO. You'll be responsible for hitting certain financial performance targets by influencing:
Building and Growing a Fractional CFO or FP&A Business
Running a consultative advisory practice is remarkably different than serving as a full-time CFO or FP&A professional. Yes, it requires technical expertise, but it also requires perseverance in marketing and sales, as well as mastery of time management, branding, and customer service.
In this module, you'll learn strategies for each.
Becoming the Trusted Financial Advisor
A key difference between a full-time CFO and a fractional CFO is the consultative and part-time nature of the work. The Fractional CFO is an ousider, but also a trusted advisor with an entrepreneurial spirit.
In this module you'll learn best practices for working with and serving your clients or stakeholders within your company.
ENCORE: The Fractional CFO Network
Networking doesn't stop there. You'll join Carl's private CFO and FP&A community where you can keep in touch with other attendees, ask and answer a wide array of questions, share techniques and best practices, and refer business. This community is only open to former clients and attendees of Carl's programs.
6pm - 10pm EST (5pm - 9pm CST)
We meet 1 time during Week #1 for 4 hours. Then we have a power Week #2 where we meet 3x for 4 hours.
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
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.
I've taken multiple courses over 20 years, this was incredibly practical."
-- Prashanth Setty, Management Consultant
Real-life cases of real-life companies with real-life colleagues
Many CFO and FP&A training programs use made-up exercises. But not this one. You'll conduct financial and strategic analysis on 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 to. That's why I don't do it.
My programs are highly interactive and challenging. If you don't like joining in on conversations and participating in after-program connection, this program may not be the best one for you.
Learn with a cohort of peers
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.
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
Submit your contact info and Carl will be in touch.