The FP&A Inner Circle Mastermind

The FP&A Inner Circle Mastermind is a year-round, comprehensive financial leadership development program (FLDP) ecosystem that ensures busy finance professionals continue to grow their technical abilities while stepping into their next level of leadership.

Program Elements

Monthly Learning, Development and Interactive Coaching

  • Live, interactive programs addressing beginner-to-advanced FP&A concepts
  • Live coaching calls with Carl and other financial experts in the ecosystem network
  • Semi-annual virtual conferences for ongoing community networking and skills development

Virtual Development and On-Demand Ecosystem

  • Tailored email- and SMS-based video campaigns to reinforce learning
  • Ongoing virtual competitions and interactive gamification
  • Access to all recorded calls and courses for self-paced learning and reinforcement

Program Modules

Financial Planning & Analysis (FP&A)

  • Consultative FP&A
  • Business Case Modeling
  • Integrated Financial Statement Modeling
  • Advanced Excel / Google Sheets
  • Data Management

Strategic Finance & Operational Application

  • Building Forecasts, Budgets, and Projects
  • Capital Expenditures (CAPEX) and Project Forecasting
  • Managing Business Models and Scenarios
  • Assessing Risk and Strategic Decision-Making
  • Planning and Analysis Tools and Platforms

Financial Presentation and Communication

  • Data Visualization, Dashboards, and Summaries
  • Outputs and Variance Analysis
  • Utilizing Reporting Techniques and Power BI
  • Effective Virtual and Live Presentation Skills
  • Building Effective FP&A Teams

Liquidity, Cash Flow Management, and Value Enhancement

  • Building Monthly and Weekly Cash Flow Forecasts
  • Proactive Cash Management Strategies
  • Revitalization of Distressed Businesses
  • Reorganization and Valuation
  • Managing Business Growth

Program Objectives

Continuous learning, retention, focus, accountability and implementation.

Less reliance on learner self-discipline to prioritize and execute lessons.

On-demand access to current and previously-delivered content and self-paced learning management system.

Ongoing access to Carl Seidman and Expansive network of Financial experts.
Minimal time commitment and interruption to ongoing work schedules.
More favorable economics, return-on-investment, and skills-retention than multi-day, bootcamp-style training.

Monthly Timeline