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FP&A for Accountants

Five (5) full-day Sessions

40.0 CPE CREDITS
LED BY CARL SEIDMAN

We are currently only offering this as a corporate program and not currently accepting new public enrollments.

CLICK HERE to be notified about future dates and program announcements.

Accountants don’t make for natural FP&A professionals. Yet that’s what many of their clients need them to be.

Despite their technical expertise, many accountants lack experience as financial advisors and business partners.  Whether in a corporate or consulting context, accountants are increasingly expected to provide consultative advisory services to clients and other business functions. This program is designed to develop accountants and their mindsets for a more consultative role in financial advisory.

ATTENDEES WILL LEARN:

  • How to gather, analyze, interpret and present data impactfully for business decision-making

  • Provide insights through dynamic models and visuals to improve confidence and reduce risk

  • Utilize technology and software to dramatically improve value

  • Build financial projections and forecasts to provide actionable intelligence to clients

WHO THIS PROGRAM IS FOR:

  • Controllers

  • Accounting consultants

  • Certified Public Accountants (CPAs) and auditors

  • Certified Managerial Accountants (CMAs) and corporate accountants

  • Internal auditors

  • Accounting clerks

  • New and experienced corporate accountants

  • Accounting supervisors

KEY MODULES, OBJECTIVES & TAKEAWAYS:

  • FP&A business modeling for accountants

  • Advanced dynamic modeling and forecasting

  • Financial outputs and variance analysis

  • Effective data visualization & business storytelling

  • PowerPoint mechanics and navigation for accountants

  • Development and analysis of business forecasting scenarios

  • Presentation skills for accountants

  • Strategic and operational planning in FP&A

  • Excel’s power functionality and accounting

  • Introduction to VBA and macros for accounting

 
 
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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. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.