FP&A mastery is the ability to make good, defensible judgments about finance-related decisions, even in the face of high stakes and ambiguity. Leaders who exemplify FP&A mastery skills work at amazing corporations and rapidly-growing entrepreneurial companies.

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 & analysis (FP&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.

The best FP&A professionals don’t think like analysts. They think like advisors. They’re higher-level thinkers. 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.

People who level up their FP&A technical and non-technical ability tend to get selected for better projects that are more interesting and challenging than those their peers get assigned to. Directors know these exceptional people can handle it and shine. When they succeed, they're more likely to get promotions, higher pay, and even more exciting opportunities. Work is far more enjoyable and less frustrating because they're now more capable, confident, and positive. This leads to a more inspiring career and fulfilling life.

Influence through finance is a skill that can be rapidly developed by changing how you think through learning, application, practice, and ongoing support. This isn't wishful thinking. This is reality for those who are committed to their own growth.

FP&A MASTERY SIGNATURE PROGRAM OVERVIEW:

In this practical course -- full of examples, exercises, templates, models, discussions, and implementation -- you will learn and apply the frameworks and techniques of high-performing corporate finance practitioners. We explore dozens of instances of financial models, Excel techniques, analyses, reports, and dashboards to assess what makes them exceptional (or not).

Everything is delivered live, with recordings available to rewatch later (or in some cases, prior cohort videos shared in advance if you're eager to accelerate). Every hour we meet will challenge you to reflect about finance, modeling, empathy, and communication in ways that most finance people never do in their careers. You will be a live witness to your own transformation of environmental- and self-awareness, experiencing a complete augmentation of how you think.

WHAT IS THE STRUCTURE OF THE PROGRAM:

Whether you learn best through live discussions, on-demand lectures, interactive exercises, real-life business cases and simulations, or peer-to-peer community, the FP&A Mastery Signature Program is a comprehensive hybrid (live AND go-at-your-pace) development experience. It's the premier membership for financial professionals who want a clearer pathway and more experiential learning for their next level of growth.

It’s built for high-performing finance professionals like you.

↘️ TERM 1 (MAY 2025 - SEPT 2025) CONCEPTS COVERED*:

1️⃣ Cash flow forecasting and liquidity

2️⃣ Data management and analytics

3️⃣ Financial and business modeling

4️⃣ FP&A technical fluency, strategic and critical thinking

↘️ TERM 2 (OCT 2025 - FEB 2026) CONCEPTS COVERED*:

1️⃣ Budgeting and rolling forecasts

2️⃣ Advanced cash flow modeling

3️⃣ Financial analysis and ops management

4️⃣ Data modeling, Power BI, and analytics

5️⃣ Financial presentations and executive presence

* Registration in the FP&A Mastery Signature Program for May - September 2025 includes enrollment in Term 1.

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📆 2025 COHORT STRUCTURE:

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Tuesdays and Fridays, 9am - 11am CDT

May 6th through September 26th 2025

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Weekly time commitment: 4.0 hours

Total Live Commitment: 56.0 hours

Total CPE: 56.0 credits

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WHY ENROLL IN THE FP&A MASTERY SIGNATURE PROGRAM VS. INDIVIDUAL COURSES?

Individual courses will immerse you in the content of that single learning experience. The Signature Program gives you access to EVERYTHING across the full learning ecosystem:

☑️ SIGNATURE PROGRAM BENEFITS AND FEATURES:

✔️ All live sessions are recorded (video/audio and transcribed)

✔️ Prior cohort recordings and materials accessible in advance

✔️ Micro-videos and nano-lessons delivered to your inbox

✔️ Access to templates, reports, models, and work files

✔️ Optional projects and capstone business cases

✔️ Learning is NASBA-accredited and CPE eligible

✔️ Periodic live office hours

✔️ Online community

✅ THE FP&A MASTERY ECOSYSTEM AND FRAMEWORK:

🟩 30+ live learning experiences taught by domain experts all year round.

🟩 Members can attend all sessions live, watch recent or prior session recordings, and engage with asynchronous content in advance of live sessions.

🟩 Courses are built specifically for FP&A, finance, and accounting professionals in ways that directly support efficiency and advancement at work.

🟩 A community for engagement and collaboration with other FP&A and finance professionals across the L&D ecosystem.

🟩 A network of peers and referral sources to help troubleshoot challenges or make introductions.

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WHO ATTENDS THESE PROGRAMS:

Since 2013, Seidman Financial has delivered hundreds of financial programs, workshops, and strategic advisory sessions to over 13,000 FP&A professionals from 25+ industries worldwide. Companies that have enrolled financial analysts, managers, and directors include:

ABM Industries, Accordion, Allscripts, Capitol Broadcasting, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, The U.S. Department of Housing and Urban Development, Discover, Energy Transfer, Erie Insurance, EVRAZ, Express Scripts, FS Investments, Genentech, Guy Carpenter, HCPI, Heartland Financial, HP Enterprise, Hormel, Hostess Brands, IGT, Marsh & McLennan, Merck, Michelin, NerdWallet, Outsystems, Rapid7, Rice University, Santander, Sloan Valve, Sol Petroleum, Spotify, Telus, Triple-S, UBT, United Technologies, The University of Wisconsin-Madison, Verizon, Walmart, and Workday.

The curriculum in the FP&A Mastery Signature Program has been a cornerstone of FP&A training and financial leadership development at dozens of Fortune 500s, mid-market companies, and small entrepreneurial businesses.

☑️ ELIGIBILITY REQUIREMENTS:

The FP&A Mastery Signature Program isn't for everyone - it is for growth-focused finance professionals dedicated to reaching their next level of technical capability, communication, confidence, and success. They seek a higher level of enablement, empowerment, and assurance which can only be possible through longer-term commitment and community. The program is exclusively available to finance and accounting professions who meet the following criteria:

✔️ Have been in a finance, accounting, and consulting role for at least five (5) years.

✔️ Have overseen, either currently or in the past, junior-level finance staff.

✔️ Are growth-focused, open-minded, and ambitious.

If you are eligible, tap into this community of like-minded high-achievers committed to your success. Immerse yourself in technical and non-technical development designed to change how you think and support you in reaching your next level of growth.

For companies with multiple attendees, group rates are available.

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

Seidman Financial is a division of Seidman Global LLC.