AI-Enabled Finance with Dynamic Excel
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Price
Price may change · updated within 1–2 weeks
Course language
Learning format
Subcategory
Price
Price may change · updated within 1–2 weeks
Course language
What You'll Learn
- Designing scalable financial models using SPILL functions
- Building rolling time series with advanced date functions
- Applying SUMIFS and SUMPRODUCT for conditional math
- Creating reusable custom functions using LET and LAMBDA
- Mastering modern lookups with XLOOKUP and INDEX/XMATCH
- Building dynamic reports that update instantly with data
Best For
- Professionals wanting to reduce rework
- Those wanting advanced, dynamic modeling
- Investment bankers using Excel daily
- Financial analysts, accountants, controllers
Not For
- People unable to attend live sessions
- Non-finance general Excel users
- Those wanting only basic formulas
- Complete Excel beginners, no basics
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About the creator
Carl Seidman
View full profileFinance & Accounting Education · Chicago Area, Illinois
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Carl Seidman is Principal of Seidman Financial and one of roughly 35 U.S.-based Microsoft MVPs for Excel. He's trained over 200,000 finance professionals and holds credentials including CPA, CIRA, CFF, CFE, and CGMA. He serves as an Adjunct Professor at Rice University's Jones Graduate School of Business and has trained FP&A teams at Fortune 500 companies including Workday, Verizon, and Walmart.
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Reviews, Scores & Student Outcomes
Unclaimed ProfileThis course goes beyond basic Excel training, teaching dynamic modeling techniques (FILTER, XLOOKUP, LAMBDA, SPILL functions, dynamic date logic) that let finance professionals build reports and models that update instantly rather than breaking with new data. It's structured across 8 modules and 36 lessons, covering everything from dynamic tables and lookups to reusable LAMBDA functions and scenario modeling. It includes live sessions, lifetime access, a peer community, and multiple named testimonials from finance professionals across different industries.
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