Course ID: FPAM

FP&A Mastery

This Seidman Financial flagship program equips high-potentials and emerging FP&A professionals with a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. They develop technical skills in planning, financial modeling, forecasting, data visualization, data management and analysis as well as non-technical skills such as leadership and presentation acumen. This program will hone the technical skills FP&A teams use most while enforcing organization-wide consistency in planning, analysis and forecasting.

Learning Objectives

Upon completion of this course participants will be able to:

  • Apply intermediate-to-advanced techniques in modern FP&A
  • Identify what deficiencies exist in their organizations and what to do to address them
  • Effectively develop an FP&A function and role
  • Build a stronger FP&A culture

Major Topics
  • Modeling standards and key functionality
  • Business and financial modeling best practice
  • Data visualization, presentation and storytelling
  • Dynamic business modeling
  • Monitoring variances and versions
  • Dynamic charts and graphs
  • Data consolidation
  • Scenarios and sensitivities
  • Model automation using VBA macros and add-Ins
  • Enhancing model usability and interface
  • Getting to answers without modeling
  • Forecasting, projecting, and budgeting
  • Planning for capital expenditures and project forecasting
  • Fundamentals of the financial statements and financial reporting
  • Strategic financial planning and analysis

Who Should Attend

High-potentials in finance, FP&A practitioners, CFOs, investors, new FP&A analysts, aspiring FP&A professionals, non-financial business partners, financial team leaders

Fields of Study
Finance, Accounting


Participants should possess intermediate financial acumen, a general understanding of Microsoft Excel or Google Sheets, and be familiar with general business concepts.

Business Learning Institute

CPE Credits


This course is available for your group as:


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