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🔥 Being a full-time CFO isn't for everyone. But being in charge of your high-performing advisory biz is. Learn how to do it successfully.

FP&A Advisor, Microsoft MVP, Professor

Carl Seidman, CPA

Principal, Seidman Financial

CAS Expert, Keynote Speaker, Author

Amy Vetter, CPA

CEO of the B3 Method Institute

Cohort 12 (January 2026)

Cohort 13 (May 2026)

You don't want to wait for opportunities to come to you— you want to create your own. You want to elevate yourself into a position of financial leadership. Or maybe you want to take the leap and start your own Fractional CFO, FP&amp;A, or advisory business.There are more than 35 million small and midsized companies in North America in need of financial leadership. Many grow through grit without a financial guide on their team. But they will never get to the next level without the help of someone like you.In this discussion- and content-rich program, you'll learn the many dimensions of this complex yet remarkably rewarding profession. Led by 2 finance/accounting experts, with more than 40 years of combined experience, you won't see yourself as a practitioner competing with others. You'll explore your unique strengths that differentiate what you do from others in the market. And you do so within the privacy and support of a like-minded peer group.You'll position your CAS or CFO services to command premium rates and deliver invaluable services to clients who need you most. This program will support you in your journey and accelerate your advancement, building the practice you envision.

Build the advisory business you've dreamed of running, not the one that runs you

Gain total clarity on the advisory practice you want to build

Confidently position yourself as the go-to expert in your space

Structure advisory engagements thoughtfully for scale while limiting scope creep

Scope work in phases so projects stay profitable and controlled

Market and brand yourself to attract right-fit clients consistently

You're a professional with a background in finance, accounting, consulting, Controlling, FP&amp;A, investing, or the Office of the CFO.

You're an emerging leader pursuing mid/senior level positions in your company or wanting to take the leap into fractional CFO or FP&amp;A work.

You're a challenger who wants to grow with real-life business cases and companies and learning that continues after the program ends.

Create Excel-based automation processes using Power Query and Dynamic Arrays to revolutionise your month end.

Microsoft MVP, MFM

Giles Male

Co-Founder of Full Stack Modeller. CIMA Qualified Financial Modeller.

Cohort 3

Cohort 4

If the answer to that question is "Yes!" then this bootcamp is for you. I'll introduce you to Power Query, an Excel feature that will change your world. Then I'll introduce you to Dynamic Arrays, and show you how they can add value to real-world month end challenges.And finally, I'll talk you through the latest developments in AI, including Claude's Excel add-in, and Microsoft's new Agent. This is a hands-on course, with plenty of practical experience offered throughout. Your class mates and I will be there every step of the way to support you. You didn't train all those years as a finance professional to just copy &amp; paste numbers all day. Let me give you your time back, so you can do the real value-adding work you are capable of. * Please note, you must have an Office 365 subscription or Excel 2021, and be working on a Windows computer (not a Mac) to get the best experience from this bootcamp. ** This bootcamp includes one month of full access to the Full Stack Modeller training platform and community, giving students the opportunity to take advantage of ALL of our additional training content.

Are you stuck running soul-destroying, manual month end processes in Excel?

Master Power Query to automate your data processes

Master Dynamic Arrays

Bring Power Query and Dynamic Arrays together

Understand how AI can be used effectivel

Finance professionals involved in the month end process

Excel users who manage data on a regular basis

Anyone with an interest in Excel-based automation

Compensation is far less complex than it looks -once you understand how it all works, you can use this to significantly increase your pay

Cohort 2

HRBP Executive, Author and Speaker 

Spotify

Electronic Arts

Epic Games

American Express

Mars

Daniel Space (DanFromHR)

HRBP w 15+ years designing compensation models  for Spotify, EA, AMEX, PWC, etc 

Pay, compensation, and salary is one of the most closely guarded topics in most organizations, yet it is so critical for our survival. It's very likely you've been in one of these situations<ul><li>You felt low-balled on a new offer and weren't sure why</li><li>You suspect you left money on the table </li><li>You got a 1.1% raise despite strong performance</li><li>You discovered a peer or friend now earns significantly more than you despite having far less experience</li><li>You’ve built a business case for a raise or promotion and were not approved</li><li>You were given a promotion, but you were told that "9%" was the most the company could offer</li><li>You asked for a raise, it was denied - but then you were given one when you presented a counter-offer</li><li>You feel nervous negotiating offers, raises, or promotions</li><li>You’ve noticed people in similar roles at other companies earning more total pay</li><li>You want to earn more than just base salary but you didn't even know that was a thing</li><li>Used public sources of compensation data like Glassdoor, Lever or Salary.com during an interview and it didn't work</li></ul>The truth is - it's VERY possible to earn a comfortable living once you understand the rules, systems and decision making that most companies use.

Being Highly-Compensated is Much Easier Than You Think

Understand Methodologies, Mindset and Decision Making in Compensation

Learn the 6 Elements That Drive Compensation

Mastering New Hire Offer Negotiations

 Compensation and Pay at a Company

Advanced Compensation Strategies 

College students or roles with highly standardized or regulated pay structures, such as government, medicine may not find content relevant

Direct or Adjacent Experience in "Corporate America" organizatons

You work in Product, Design, HR, IT, Finance, Ops, Marketing, Sales, BusDev, Research, Data, Engineering as an IC, Manager or Director

Professionals who want to understand how pay works so they can make smarter career, role, and negotiation decisions instead of guessing.

People who want to increase their earning power by making intentional, high-leverage career moves based on how compensation actually works.

Finance

Cohort-based courses

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