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Who Is Carl Seidman?
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.
Overview of Carl Seidman
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Carl Seidman's Programs
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This 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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This is a 12-hour intensive Power Query program for financial professionals, covering everything from connecting and cleaning data sources to building dynamic tables, data models, DAX expressions, and Power Pivot integration. It's designed to take finance professionals from beginner/intermediate to advanced Power Query users, directly applicable to forecasting, budgeting, and FP&A reporting. It includes live weekly sessions, 12 months of access, CPE credit eligibility, and optional early access to recordings via Seidman Financial's "Digital Vault."
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The FP&A Mastery Signature Program is a 12-month, rolling-admission membership covering 8 comprehensive training series from cash flow forecasting and Power Query data management to advanced financial modeling, budgeting, business partnering, and executive presentation skills. It includes weekly live 2-hour sessions, 100+ hours of existing recordings available immediately upon enrollment, 50+ downloadable templates and models, and up to 114 CPE credits. It's explicitly designed for experienced practitioners, not FP&A beginners.
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