Agentic AI

Coding with AI

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Security

System Design

Design

Figma

Design Systems

Design Strategy

Marketing

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Go-to-Market

Product Marketing

B2B Marketing

AI for Leaders

Communication

Management

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Founders

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Everyone

Operators

Data Scientists

User Researchers

Project Managers

Sales People

Lawyers

Finance

Investors

Real Estate

Future-proof your finance career by mastering AI tools, predictive modeling, and autonomous agents that handle real finance workflows.

Professor & AI Expert (510K+ Students)

General Motors

Samsung

HSBC

Barclays

Stellantis

Dr. Ryan Ahmed

Professor, AI expert, & YouTuber who has taught 500,000+ learners worldwide.

Cohort 1

AI Agents are rapidly transforming how business and finance teams operate. 6 months ago, building a DCF financial model took a junior analyst ~1 day. Today, a team of autonomous AI agents builds, audits, reports, and presents it in 10 minutes.Organizations are moving beyond spreadsheets and manual workflows toward AI-native systems, where intelligent agents analyze data, generate reports, and automate complex tasks.The problem: Most professionals still use AI for basic Q&amp;A and drafting emails; they lack the skills to build AI agents that execute real business and finance tasks autonomously.The solution: This bootcamp teaches you to build intelligent agents that reason, use tools, access data, and complete multi-step workflows automatically using Claude Code, Claude Cowork, and Copilot agents.What makes this bootcamp unique?<ul><li>AI Agent Workflows: Automate research, reporting, and operational tasks</li><li>Build AI Agents: Connect agents to financial data and generate insights, no coding required to start</li><li>Predictive Analytics: Use ML agents for forecasting, classification, and risk scoring</li><li>Autonomous Agent Teams: Deploy teams of agents that collaborate and improve continuously</li></ul>

Build AI Agents That Automate Business & Finance Workflows & Get Certified

Automate Business & Finance Workflows with AI Agents

Build Predictive Financial Models with AI Agents

Connect Agents to Financial Data with MCP

Build & Deploy Autonomous Finance Agent Teams

Master Agent Architectures & Guardrails

Capstone: Deploy an End-to-End Agent System

Finance Professionals &amp; Analysts wanting to automate workflows, build predictive models, and deploy AI agents for reporting and forecasting.

CFOs, Controllers &amp; Finance Managers who want to lead AI adoption and deploy autonomous agents for reconciliation and decision support.

Data-Savvy Accountants &amp; FP&amp;A Teams who want to move from manual spreadsheets to AI-powered workflows that analyze and forecast at scale.

🔥 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.

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


FP&A Advisor | Microsoft MVP in Excel

Riveron

KPMG

Accordion

Deloitte

AlixPartners

Carl Seidman

The person Fortune 500s use for their financial leadership development programs

MSP T1C2 (Oct 2025)

MSP T1C3 (May 2026)

It’s vital to understand the finances of your business, the causes of cash bleeding, and remedies for improving working capital.In this program -- one of the highest-rated corporate finance courses on Maven -- attendees will discover the various causes of cash flow constraints and how to address them, learn the step-by-step process for building a direct approach 13-week cash flow forecast model, and integrate it with a longer-term financial forecast.<ul><li>They didn't teach this in your MBA</li><li>They don't teach this at your company</li><li>They aren't teaching it in public training</li></ul>It's not just about Excel modeling. It's about critical thinking and strategic planning. That's why management consulting firms, turnaround/restructuring shops, Big 4 advisory, and Fractional CFOs engage Carl as their go-to facilitator for teaching these same techniques to their teams and clients.This program is geared toward professionals in corporate finance, private equity (PE), financial planning &amp; analysis (FP&amp;A), turnaround and restructuring, and distressed investing. Don’t wait for cash flow challenges to arise. The time to learn how to manage them is now.<a target="_blank" rel="noopener noreferrer nofollow" href="https://seidmanfinancial.com/book-a-call/">Contact: info@seidmanfinancial.com</a>

Nothing's more vital than knowing where cash is coming from & where it's going.

Learn the forecasting techniques that top consulting firms use w/ their clients

Build a robust 13-week cash flow forecast line-by-line and step-by-step

Connect the cash flow forecast models to underlying financial data

Integrate cash-flow forecasting into broader financial models

Embed robust model structure and governance for repeat use

Enhance Excel modeling skills specific to cash flow forecasting

You should understand budgeting or forecasting basics. It ensures you're ready to apply real-world judgment, not just formulas.

Finance or FP&A Experience (2+ Years)

You’ll be building real models, so you'll need foundational (not expert) skills to follow along and focus on structure, not just syntax.

Comfort Working in Excel

You don't need to be an expert in accounting, but should recognize how income, cash flow, and balance sheets connect.

Basic Financial Statement Knowledge

Finance and accounting professionals with a responsibility for cash flow forecasting, liquidity management, and working capital.

Finance professionals working in management consulting, turnaround, restructuring, bankruptcy, M&amp;A, and corporate development.

CFOs, Directors of Finance, Controllers, business owners, AR/AP analysts and clerks, FP&amp;A analysts.

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


MSP TAC2 (Oct 2025)

Workday

CIBC

Cigna Healthcare

Discover

Hostess Brands

Blended learning program for Seidman Financial courses

MSP TAC1 (May 2025)

FP&amp;A is about making solid judgments even in the face of high stakes and ambiguity. A common misconception around these finance skills is that they're something you either have or you don't and they take many years to attain....but that's not true.In reality, you can significantly improve your financial planning &amp; analysis (FP&amp;A) influence + critical and strategic thinking ability by reframing your mindset and mastering a handful of core skills: business modeling, financial analysis, empathy and partnership, and effective communication.People who level up tend to get selected for better projects that are more interesting and challenging. When they succeed, they're more likely to get promotions, higher pay, and even more exciting opportunities. Work is far more enjoyable because they're now more capable, confident, and positive. This leads to a more inspiring career and fulfilling life.The best FP&amp;A professionals don’t think like analysts. They think like advisors. They’re higher-level thinkers. And they’re masterful communicators. They don't refer to themselves as masters, but they're always in pursuit of mastery.Welcome to The FP&amp;A Mastery Signature Program.

FP&A Mastery is the premier membership for high-achieving finance professionals


Model Like a Modern FP&A Team

Think in Business Drivers, Not Line Items

Build Forecasts You Can Actually Defend

Move Fluently Between Accounting and Finance

Align Credibly with the Non-Financial Business Partners

Operate in Excel with Confidence Under Pressure

You should understand modeling, forecasting, and analysis basics. It ensures you're ready to apply real-world judgment, not just formulas.

Finance Directors and Managers responsible for team oversight, financially-driven decisions, and higher-level data-driven analysis.

Management consultants, FP&amp;A advisors, and Fractional CFOs who offer business consulting services to small and midsized businesses.

Entrepreneurs planning to start a business and seeking foundational knowledge in financial management to ensure their venture is successful.

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

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

MSP TBC1 (Oct 2025)

THE FP&amp;A MASTERY SIGNATURE PROGRAM TRACK B ("FP&amp;A MSP") is the encore to FP&amp;A MSP TRACK AFP&amp;A is about making solid judgments about finance-related decisions, even in the face of high stakes and ambiguity. Leaders who exemplify FP&amp;A mastery skills work at amazing corporations and rapidly-growing entrepreneurial companies.A common misconception around these finance skills and defensible assumptions is that they're something you either have or you don't and they take many years to attain....but that's not true.In reality, you can significantly improve your financial planning &amp; analysis (FP&amp;A) influence + critical and strategic thinking ability by reframing your mindset and mastering a handful of core skills.The best FP&amp;A professionals don’t think like analysts. They think like advisors. They understand how their insights connect to what others care about. And they’re masterful communicators. They don't refer to themselves as masters, but they're always in pursuit of mastery. TRACK B CONCEPTS COVERED*:1️⃣ Budgeting and rolling forecast2️⃣ Financial analysis and ops management3️⃣ Advanced Cash Flow Forecasting4️⃣ Financial presentations and executive presence.

FP&A Mastery is the premier membership for high-achieving finance professionals

Design defensible annual budgets and rolling forecasts

Analyze performance with precision and business context

Partner effectively with operations and cross-functional teams

Build advanced cash flow forecasts that inform liquidity strategy

Communicate financial results with executive presence

Elevate FP&A impact through strategic thinking and influence

Finance Directors and Managers responsible for team oversight, financially-driven decisions, and higher-level data-driven analysis.

Management consultants, FP&amp;A advisors, and Fractional CFOs who offer business consulting services to small and midsized businesses.

Entrepreneurs planning to start a business and seeking foundational knowledge in financial management to ensure their venture is successful.

For Finance Professionals

Cohort-based courses

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