Upcoming Programs and Events

Join Seidman Financial for an exciting lineup of upcoming programs and events designed to engage and grow. From Cash Flow Forecasting to Managing Data for Finance, there’s something for everyone.

Claude, Copilot, and Dynamic Excel for Finance

Turn the manual FP&A grind into automated, updatable workflows and become the analyst who makes AI actually work for the team.

FP&A Mastery Signature Program

Master technical + strategic skills that separate elite FP&A leaders from ordinary analysts, landing you better opportunities and visibility

FP&A Technical Fluency and Strategic Thinking

Enduring business growth comes from strong financial strategy and execution. This course makes the complexity of FP&A remarkably simple.

Cash Flow Forecasting and Modeling - Level 1

Learn the step-by-step approach to cash flow modeling, helping healthy companies grow and getting troubled companies back on track.

The Fractional CFO Advisory Mastermind

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.

Data Management for Finance with Power Query

Save time and minimize rework by effortlessly connecting, cleaning, and reshaping data with the most powerful data tool for Excel and Power BI.

Oct 2—Nov 20, 2026: 9:00 AM – 11:00 AM CT

Cash Flow Mastery: Deep Dive Modeling – Level 2

The encore to Carl’s Level 1 Cash Flow Forecasting course, this course dives into data management, dynamic processes, and deeper thinking.

Advanced Financial and Business Modeling

Build sophisticated financial models that enable you to make strategic business decisions and optimize business outcomes.

Dates TBD

Delivering Effective Financial Presentations

Delivering effective financial presentations is notoriously difficult. Learn how to master the art of communication in finance.

Dynamic Excel for Finance

Excel is the most widely-used financial tool on the planet. Master it for finance, accounting, forecasting, analysis, and everyday use.