Hosted by
Carl Seidman CPA | Microsoft MVP
The person Fortune 500s use for their financial leadership development programs
Claude, Copilot, and Dynamic Excel for Finance
Augment with AI the FP&A You Already Do, Without Handing Over the Judgment
If you work in FP&A, you already know the grind. The model you roll forward every month. The reporting package you reassemble by hand. The forecast that requires formula updates for hours. It requires great care and skill, but far too much of it is manual.
Meanwhile you keep hearing AI will change everything and that you’re at risk of being left behind. But most of what you’ve seen is hype and hacks: slick demos that mesmerize, yet most people would never actually put in front of a CFO who calls their bluff.
I share that skepticism. Which is why this course is the opposite of that.
We take one company’s core FP&A processes and we rebuild them. We explore the modeling, forecasting, reporting, and analysis that are standard. But then we evolve them into semi- and fully-automated workflows that free you up to do the higher-value work that actually matters. Step-by-step, we cover the real-life applications that can be immediately translated to your job.
You don’t have to become an AI person. You become a faster, sharper version of the analyst and advisor you already are, without ever handing over the human judgment that makes you great at the job.
What you’ll learn
Turn the manual FP&A grind into automated, updatable workflows and become the analyst who makes AI actually work for the team.
- Understand what Claude and Copilot each do well in Excel and finance, and where each one falls short.
- Apply a simple decision rule for which tool fits a given modeling, reporting, or analysis task.
- Stop chronically outsourcing and reaching for AI by reflex, and start using it only where it earns its place.
- Draft, explain, and refactor Excel formulas with AI while keeping every step visible and verifiable.
- Rebuild various sections of a real operating model faster and understand exactly what changed and why.
- Use modern, dynamic Excel functionality where it makes a model more flexible, not more fragile.
- Turn a manual monthly reporting rebuild into a process you trigger and review in a fraction of the time.
- Design a forecast that updates instead of one you reconstruct from scratch every period.
- Create reusable prompts, skills, and instructions so the work doesn’t start from zero each month.
- Build a near-hands-off refresh that carries raw data through to finished analysis and reporting.
- Judge which parts of a workflow to fully automate and which to keep under deterministic human control.
- Keep automated work auditable and explainable to anyone who reviews it.
- Understand what an agent actually is, in plain finance terms and beyond the hype.
- Set clear guardrails for where agentic work belongs in FP&A and where it doesn’t.
- Delegate a multi-step task end-to-end, then review the result against your own standards.
- Assemble a full end-to-end workflow and run it on a real company’s numbers.
- Produce a board-ready narrative — the “so what” a CFO actually wants — from a semi-automated model.
- Leave with a workflow and a plan you can apply to your own work the following week.
Who this course is for
FP&A analysts, managers, and controllers who build the models, forecasts, and reports every month and are tired of the manual grind.
Finance leaders and doers who are accountable for the output, wanting sharper analysis and a faster team without trusting a black box.
Consultants, turnaround advisors, and PE professionals who model many workflows and need speed they can defend under a deadline.
This Program Includes
Live Sessions
Learn directly from Carl Seidman in a real-time, interactive format.
12-month 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 and CPE
Share your new skills with your employer or on LinkedIn. Receive a second certificate verifying your earning of CPE credits.
Contact us at:
info@seidmanfinancial.com
Course Syllabus
Click on the button below to view the syllabus.
"Carl is an excellent coach. He focuses on the practical aspect of the day-to-day challenges vs. only focusing on theory. I absolutely enjoyed this course and learnt a lot. Highly recommended."
-- Preet, Finance Director (Visa)
Learn Directly from Carl
Carl Seidman
The person Fortune 500s use for their financial leadership development programs
Carl has always been 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 by management consulting + turnaround/restructuring firms, and in financial leadership development programs (FLDPs) at Fortune 500 companies.
He is one of the preeminent trainers and facilitators in strategic finance and FP&A, with 337,000+ participants attending his financial training programs, workshops, masterminds, and LinkedIn Learning courses on Excel, FP&A, and financial modeling. His IP is utilized or licensed by 7 of the top global financial training companies.
Carl lives outside of Chicago with his wife and children.
Contact: info@seidmanfinancial.com
Companies hiring Carl for Dynamic Excel for Finance
Career highlights
- Principal, Seidman Financial
- CPA, CIRA, CFF, CFE, CGMA, AM, CSP
- Microsoft MVP (1 of ~35 in the U.S. for Excel)
- Adjunct Professor in Data Analytics at Jones Graduate School of Business at Rice University.
- Former Director, Conway MacKenzie (nka Riveron) |Former Senior Advisor, PwC (DA&I | Business Analytics & Strategy)
- Notable clients include:ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover, Express Scripts, EY, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), Verizon, Walmart, and Workday.
"Carl is an excellent teacher and really cares about his students...he stayed after hours with me to talk me through how to apply to my specific model and was incredibly helpful...I'm almost done a week following the course with my new forecasting model."
-- Sarah, FP&A Sr. Mgr.
250,000+ FP&As have improved their technical and non-technical skills with Carl's courses. Here's what they have to say:
Join Claude, Copilot, and Dynamic Excel for Finance Course
Here's what attendees of these courses have to say about the learning experience:
"Very interactive, and this helps reinforce key concepts. The course takes your thinking to a higher level as it creates the awareness of organizing the information in a logical and thoughtful way so that making future changes are easy."
-- Marian, Treasury Accountant (SLES Ltd)
Receive a certificate of completion to share with your network and coworkers
"Overall a great course for professionals looking for a refresher on modeling as well as more experienced FP&A Managers. The pace was great and Carl always made time for interaction and Q&A throughout the course."
-- Jeff, Director of FP&A and Operations Finance (Eos Energy)
Frequently Asked Questions
You are encouraged to attend the 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.
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.
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. If you have to miss, you’re encouraged to watch the recording.
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 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.
It is not customary for us to receive requests for refunds. However, if you are dissatisfied with your experience, please reach out to our customer service team so we can ensure you receive the value you expect.
