Hosted by
Carl Seidman CPA | Microsoft MVP
The person Fortune 500s use for their financial leadership development programs
Dynamic Excel for Finance
4.8 (29 Ratings) · 10-Day · Cohort-based Course
- Excel is the most widely-used financial tool on the planet. Master it for finance, accounting, forecasting, analysis, and everyday use.
Partial List of Current & Former Clients
Course Overview
This experiential learning program is so much more than an Excel training.
Sometimes your work takes you longer than you feel it should. Or you build your work files in inefficient ways. They break or take far too long to update. You’re frustrated.
You go online to search for answers. YouTube is overwhelming. A self-study course or two are helpful, but you don’t find the answers you’re looking for.
You know “there’s got to be a better way”.
Well…there is. Dynamic Excel for Finance will teach and show you how. It cuts to the core of how to use this magical tool for finance, financial planning & analysis (FP&A), management consulting, and every day use.
What you’ll learn will make a massive difference in your everyday work to:
- Save time
- Minimize your rework
- Eliminate your mistakes
- Be spotlighted by your Directors
- Land better opportunities, and
- Get the promotions you deserve
Many Excel training programs are taught by Excel practitioners without finance backgrounds, professors without real-life experience, or investment bankers with a focus primarily in financial modeling.
They aren’t taught by an actual practitioner who’s trained thousands of people at the companies you know and engage with every day…
But this one is.
Taught by a finance practitioner with 2 decades of Excel experience in a wide range of financial applications, Dynamic Excel for Finance will teach you the most effective and efficient ways to use Excel for your work. It will teach you dynamic Excel modeling that can be used in broader financial modeling to save you an astounding amount of time and frustration.
And it’s CPE-accredited by the National Association of State Boards of Accountancy (NASBA).
Excel is used by more than 750 million people. It has nearly 500 functions. You can’t possibly learn it all.
But there’s good news — you don’t have to.
You have an entire career ahead of you.
Don’t leave it to others to create it for you.
The time to elevate and accelerate 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.
Country cost-of-living adjustments and PPP (purchasing power parity) options are available.
Who Is This Course For
What You’ll Get Out of This Course
-
Excel Best Practices
Many finance professionals think they follow best practices. But in reality, most don't -- they take shortcuts to get to the finish line. But shortcuts in Excel lead to confusion, poor audibility, and inefficiency. You'll learn how to build work files that don't. -
Working with complex, changing, and large data
One of the greatest challenges and frustrations Excel users face is dealing with ever-changing sets of data, dates, refreshes, and formula updates. You'll learn astounding mechanical approaches that will shave off hours, days, or weeks of your time. -
You'll increase your competence and confidence and become a go-to person others look to for guidance
When you know what you're doing, and can arrive at your final results through a multitude of different approaches, you win. But so do others on your team. You'll develop expertise that will build your own confidence as well as the confidence others may have in you. -
Discover how to utilize dynamic and other advanced functionality
There's a wide gap between finance professionals who know the basics and those who can make their work files really dance. It often comes down to proactivity and dynamics. You'll learn how to use: CHOOSE, OFFSET, INDIRECT, SPILL, SEQUENCE, FILTER, UNIQUE, SORT, SORTBY -
Master the MATH and DATES functions
To develop good forecasts, that are easy to update, and clear to interpret, you'll need to master the most common and unique functions for dates, time, and math. You'll learn: EOMONTH, YEARFRAC, NETWORKDAYS, DATE, DAY, MONTH, YEAR, MIN, MAX, AVERAGE -
Learn the LOOKUPS
Excel for finance is more than basic functionality. It requires integration and management of large or changing sets of data. You'll learn legacy functions as well as the most recent releases of the last couple years: MATCH, XMATCH, INDEX, XLOOKUP, V/HLOOKUP, DATA VALIDATION -
Cover your bases
Covered will be foundational functions that serve as the common threads for your work files. You'll learn how and when to use each through a multitude of different exercises and cases. Some functions include: IF, IFS, OR, AND, SUM, SUMIFS, SUMPRODUCT, COUNT, COUNTIF, COUNTIFS -
Bringing it all together
You won't just learn functions and formulas in isolation. You'll learn how to string them together to accomplish efficiencies you didn't know were possible. You'll learn approaches for building reports, dashboards, conducting month-end close, budgeting, forecasting, and more. -
Direct application in corporate finance, FP&A, management consulting, or investment banking
This program involves real business cases, real client exercises, and real applications to work you're likely to encounter. You'll learn creative thinking and how to immediately translate the lessons learned to your work.
This Course Includes
- Interactive live sessions
- 38 In-depth lessons
- 3 Projects to apply learnings
- Private community of peers
- Lifetime access to course materials
- Direct access to instructor
- Guided feedback & reflection
- Course certificate upon completion
Course Syllabus
Week 1: Mar 3—Mar 9
MAR
3
✨ Session 1: Coming Soon ✨
Mon 3/3 7:00 AM—11:30 AM (PST)
Week 2: Mar 10—Mar 12
MAR
10
✨ Session 2: Coming Soon ✨
Mon 3/10 7:00 AM—11:30 AM (PST)
Post-Course
📄 Complete the course feedback survey
📄 Book a Call / Interact in The Finance Circle
📄 The Inefficiency of Data Management and Modeling in FP&A and Finance
📄 The Pyramid Structure of Data Management and Business Modeling
📄 Managing Design Flow and Build Flow
📄 Business Model and Presentation Flow | P.E.A.C.E Model Methodology
📄 Formula Relations and Formula Auditing
📄 Error Checking
📄 Formula Evaluation
📄 The WATCH Window
📄 Business Models vs. Financial Models
📄 Data Management Intermediaries and Flow
📄 Introduction to Dynamic Tables
📄 Dynamic Tables Used with Pivot Tables and Pivot Charts
📄 Dynamic Tables vs. Enterprise Performance Management (EPMs)
📄 Dynamic Tables Used with Microsoft Power Query
📄 Defining Names and Creating Dynamic Ranges
📄 Dynamic Ranges with Dynamic Lookups
📄 VLOOKUP and HLOOKUP
📄 Dynamic INDEX, MATCH, and Data Validation
✍️ Exercise: Static vs. Dynamic INDEX, MATCH, and Data Validation (Submit by Jan 19)
📄 Dynamic XLOOKUP and XMATCH
📄 Dynamic OFFSET
✍️ Exercise: Dynamic OFFSET (Submit by Jan 19)
📄 Dynamic INDIRECT
✍️ Exercise: Dynamic Sparklines (Submit by Jan 19)
📄 Introduction to LAMBDA Self-Defined Functions
📄 Examples of LAMBDA Functions Applied
📄 Introduction to Dynamic Array Functions
📄 Introduction to SPILLS
📄 SEQUENCE Function
📄 SORT and SORTBY Functions
📄 UNIQUE Function
📄 FILTER Function
📄 DAY, MONTH, YEAR Functions
📄 YEARFRAC and NETWORKDAYS Functions
📄 EOMONTH Function
📄 Dynamic Sensitivity Tables
📄 Dynamic Scenario Management
📄 When to Use Dynamic Functionality?
📄 Untitled lesson
What Students Are Saying
Carl is an excellent teacher, and you will undoubtedly learn something highly applicable to your work that you did not previously know. This course is worth every penny.
Bryan
Financial Analyst, Private College
This is a very unique course, specifically designed to exponentially increase our knowledge of Excel for use in financial models or when handling any information, including automation. Undoubtedly a great course to elevate our knowledge to a high level.
Ana
Finance Director
This course significantly broadens options and knowledge
Sam
Finance Manager, Keycraft
Fantastic overview of Excel and it's dynamic functionality
Kortney
Finance Associate, CodePath.org
I highly recommend this course if you want to significantly enhance your Excel proficiency and expedite your tasks. Having worked with Excel for several years, I was already well-versed in the common financial formulas used by users. However, Carl introduces a range of valuable, lesser-known Excel features that can substantially improve your reporting and analysis processes. If you're seeking tools to help you save time, this course comes highly recommended.
Sameer
Finance Director, Shionogi
I highly recommend this course to everyone who would like to embrace techniques in becoming more efficient in building financial information more fluently as well as more dynamically. Thanks for the learning journey Carl.
Estella
Controller, Edmonton Granite Memorials Ltd.
A pattern of wavy dots
"Prior Excel courses have been based around tips, tricks, and shortcuts. Whereas this course gave real world examples."
-- John Jewell, Director of FP&A at StellusRx
Meet Carl, Your Instructor and Guide
Carl Seidman CPA | Microsoft MVP
Principal, Seidman Financial | Microsoft MVP
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.
"I didn’t want to leave without thanking you for a great class. I loved it and leave with many helpful take-aways that I will work to develop and implement through our Finance and Accounting team. The materials were excellent as were your teaching and sharing. Lastly, thank you for the extra time you took with me. It made all the difference."
Mike Spauling
Private Equity Professional
"Carl did a fantastic job. He was informative, engaging, humorous, and knowledgeable. I would definitely recommend his workshop to others."
Beth Broderick
Senior Research Analyst
"I learned more in 2 days than I did in 3 accounting courses in college."
Joseph Schweihs
Program Manager
"Carl knows the material inside and out."
Gregory Samford
Senior Financial Analyst
"Kept the class going in light of the subject. Fast-paced for an individual who has not had any exposure to finance and accounting but very good to bring together all aspects for managers that touch the finances."
Sandi Radtke
Human Resources Manager
"Great Class, Great Instructor. This class has given me the tools and knowledge to work more efficiently and I believe will improve my company's bottom line. I also enjoyed not only the course material, but our classroom conversations regarding real issues and challenges many of us face in our daily work."
Jim Keller
Conroller
Join an upcoming cohort
Dynamic Excel for Finance
COST
$1,000
UPCOMING
Cohort 7 (Mar 2025)
DATES
Mar 3—12, 2025
PAYMENT DEADLINE
Mar 3, 2025
Frequently Asked Questions
You are encouraged not to miss 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 tends to be reduced.
Sessions are intentionally spaced out over a number of days and weeks so you can work your schedule around it.
There is occasional pre-work and post-session work but it is minimal.
It is not customary for me to offer refunds. Across hundreds of training, seminars, workshops, and conferences — in person and virtual — to thousands of people, I have never been asked once for a refund.
For one in-person training program, there was a blizzard and my flight was canceled. I offered a rescheduling option for a future date.
I offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics.
This program is intentionally designed for finance professionals who want to advance their Excel skills.
We meet live on Zoom.
Each session consists of 1-2 modules. Each module ties into prior and future modules, so it is vital to try to avoid missing classes.
The structure of the session begins with an intro, a tie-in to a real example, exercises, discussion, and reflections.
Prerequisites for the course include the following:
- You should have a basic-to-intermediate understanding of Microsoft Excel
- You should have a current version (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.
No, but I will offer you my promises.
Everyone who attends this course will have different backgrounds, experience, and aspirations which means they have different business models or jobs.
My promise is to share with you my techniques, tools, and processes that will accelerate your finance career and make you far more confident in what you do.
Yes, it qualifies for 12.0 CPE credits.
Seidman Global LLC 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.