Carl Seidman, Csp, Cpa
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Carl Seidman, Csp, Cpa Email & Phone Number

Location: Greater Chicago Area, United States 92 work roles 3 schools
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Creator
Location
Greater Chicago Area, United States

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Carl Seidman, Csp, Cpa is listed as Creator at The FP&A Mastery Signature Program, based in Greater Chicago Area, United States. AeroLeads shows a matched LinkedIn profile for Carl Seidman, Csp, Cpa.

Carl Seidman, Csp, Cpa previously worked as Financial Advisory | Fractional CFO | Turnaround & Restructuring | Leadership and FP&A Development at Seidman Financial and National Association of Certified Valuators and Analysts (NACVA®) 40 Under Forty at Seidman Financial. Carl Seidman, Csp, Cpa holds Master Of Science (Ms), Managerial Accounting Specialization from Michigan State University - Eli Broad College Of Business.

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The FP&A Mastery Signature Program

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About Carl Seidman, Csp, Cpa

Companies that go through my FP&A and CFO training and engage my advisory services are companies you know, work with, and buy from:ABM Industries, AICPA, AlixPartners, Allscripts, American Chemical Society, American Management Association, Association for Financial Professionals, BI Incorporated, Choice Hotels, CIBC, CHEP, Cigna, Conway MacKenzie (dba Riveron), Corporate Finance Institute, Cox Enterprises, Crawford & Company, Deloitte, Discover, Erie Insurance, EVRAZ, Express Scripts, EY, Fannie Mae, Freddie Mac, Fresenius-Kabi, FS Investments, Genentech, Guy Carpenter, HCPI, Heartland Financial, Hewlett Packard Enterprise (HPE), Hormel, Hostess, Int’l Gaming Technologies, ILCPAs, International Game Technology PLC (IGT), KPMG, Marsh & McClennan, Michelin, NACVA, NerdWallet, OnDeck Capital, Outsystems, Pulse Network, Radisson, Robinhood, Saltchuk, Santander, Sloan Valve, Solar Turbines, Sol Petroleum, Spotify, StanCorp, United Technologies, Universal Business Team, University of Wisconsin-Madison, U.S. Department of Housing and Urban Development, U.S. Steel, Verizon, Whole Foods, Wall Street Prep, Walmart, and Workday.But the proudest statistic of all: nearly 40% of program attendees are repeat participants. Which means they learn and come back for more.As a Microsoft MVP and one of the most prolific professional speakers in FP&A, I personally address companies, associations, and student groups on strategic financial planning, workplace engagement, advanced business modeling, business storytelling, crisis management, and financial leadership development programs (FLDPs).We help companies with strategic planning, turnarounds and restructurings in distressed or stagnant situations, cash flow management and working capital optimization, executive and professional coaching, training seminars, forensic evaluations, and managing operational and financial crises.Want to connect or learn more?carl@seidmanfinancial.com

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The FP&A Mastery Signature Program
The Fp&A Mastery Signature Program
Creator
Chicago, IL, US
AeroLeads page
92 roles · 26 years

Carl Seidman, Csp, Cpa work experience

A career timeline built from the work history available for this profile.

Creator

The Fp&A Mastery Signature Program

Chicago, Il, Us

Financial Advisory | Fractional Cfo | Turnaround & Restructuring | Leadership And Fp&A Development

Current

Chicago, Il, Us

▪️ CFO Advisor▪️ Finance Director▪️ FP&A Inner Circle Mastermind▪️ FP&A coaching and training▪️ Cash flow forecasting▪️ Working capital optimization▪️ Turnaround and restructuring▪️ Capital raise support▪️ Board advisory▪️ Crisis management▪️ Financial/operational revitalization▪️ Learning and development (L&D)▪️ Instructional design▪️ Advanced financial modeling

Mar 2013 - Present

National Association Of Certified Valuators And Analysts (Nacva®) 40 Under Forty

Chicago, Il, Us

Apr 2020 - Apr 2020

Linkedin Learning Author - Excel For Fp&A

Current

Sunnyvale, Ca, Us

https://www.linkedin.com/learning/excel-for-financial-planning-and-analysis-fp-a

Jan 2024 - Present

Linkedin Learning Author - Copilot In Excel: Ai-Powered Financial Planning & Analysis (Fp&A)

Current

Sunnyvale, Ca, Us

https://www.linkedin.com/learning/copilot-in-excel-ai-powered-financial-planning-analysis

Nov 2024 - Present

Linkedin Learning Author - Business Storytelling For Finance

Current

Sunnyvale, Ca, Us

https://www.linkedin.com/learning/business-storytelling-for-finance

Oct 2024 - Present

Mastermind And Live Cohort Leader

Current

Remote, Us

Since 2023, 450+ people have attended dozens of live cohorts for 8 courses and masterminds. These courses and masterminds are among the top-rated learning experiences in corporate finance on the Maven platform including:Cash Flow Forecasting Level 1Cash Flow Mastery Level 2: Deep Dive ModelingFP&A Technical and Strategic MasteryDynamic Excel for FinanceThe Fractional CFO Power Skills MastermindAdvanced Financial and Business ModelingData Management with Power QueryEffective Live and Virtual Financial Presentations with Executive Presence and Influence.

Apr 2023 - Present

Founder

Current
The Fractional Cfo Power Skills Mastermind

Since its launch in March 2023, 450+ finance and accounting professionals have grown their advisory businesses and careers through the learning and development ecosystem. In the process, they have earned more than 3,000 credits of CPE and receive ongoing support as needed.Attendees learn pure application, not academic concepts. They get to implement techniques and methods straight into their work, delivering invaluable solutions to their clients while building a business congruent with their personal values and professional goals.

Mar 2023 - Present

Subject Matter Expert - Financial Planning & Analysis (Fp&A) Specialization

Current

Vancouver, British Columbia, Ca

Author of:1) The Role of the FP&A Professional2) FP&A for New Analystshttps://corporatefinanceinstitute.com/certifications/financial-planning-and-analysis-program

Jun 2023 - Present

Adjunct Faculty Member

Current

New York, Ny, Us

Co-author of "AMA's 5-Day MBA".Adjunct faculty member and subject-matter expert (SME) in finance and strategy since 2010.

2010 - Present ~16 yrs 6 mos

Fp&A Development And Program Facilitator

Clermont-Ferrand, Auvergne-Rhône-Alpes, Fr

Jun 2022 - Jun 2022

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2021 - Dec 2021

Fp&A Development And Program Facilitator

Portland, Oregon, Us

Dec 2021 - Dec 2021

Presenter

Bethesda, Md, Us

Presentations on:Cash Flow Forecasting Strategies in FP&AClear and Impactful Dashboards for Virtual and Live Presentations

Oct 2021 - Oct 2021

Fp&A Development And Program Facilitator

Stockholm, Stockholm County, Se

Mar 2021 - Apr 2021

Fp&A Development And Program Facilitator

Denver, Colorado, Us

Mar 2021 - Mar 2021

Fp&A Development And Program Facilitator

Washington, District Of Columbia, Us

May 2020 - Jun 2020

Fp&A Development And Program Facilitator

Grand Cayman, Cayman Islands, Ky

Mar 2020 - Mar 2020

Fp&A Development And Program Facilitator

Chicago, Illinois, Us

Feb 2020 - Feb 2020

Fp&A Development And Program Facilitator

Bentonville, Arkansas, Us

Jan 2020 - Jan 2020

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2019 - Dec 2019

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2019 - Dec 2019

Fp&A Development And Program Facilitator

Philadelphia, Pa, Us

Dec 2019 - Dec 2019

Fp&A Development And Program Facilitator

Peachtree Corners, Georgia, Us

Sep 2019 - Sep 2019

Fp&A Development And Program Facilitator

Seattle, Wa, Us

Aug 2019 - Aug 2019

Fp&A Development And Program Facilitator

Igt

London, Gb

May 2019 - May 2019

Fp&A Development And Program Facilitator

Toronto, Ontario, Ca

Apr 2019 - Apr 2019

Fp&A Development And Program Facilitator

Addlestone, Surrey, Gb

Feb 2019 - Feb 2019

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2018 - Dec 2018

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2018 - Dec 2018

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Nov 2018 - Nov 2018

Fp&A Development And Program Facilitator

Basking Ridge, Nj, Us

Nov 2018 - Nov 2018

Fp&A Development And Program Facilitator

Basking Ridge, Nj, Us

Oct 2018 - Oct 2018

Fp&A Development And Program Facilitator

Basking Ridge, Nj, Us

Sep 2018 - Sep 2018

Fp&A Development And Program Facilitator

Atlanta, Georgia, Us

Nov 2018 - Nov 2018

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Sep 2018 - Sep 2018

Fp&A Development And Program Facilitator

Hcp

Irvine, Ca, Us

Jun 2018 - Jun 2018

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

May 2018 - May 2018

Fp&A Development And Program Facilitator

Lake Zurich, Illinois, Us

Apr 2018 - Apr 2018

Fp&A Development And Program Facilitator

Vancouver, British Columbia, Ca

Feb 2018 - Feb 2018

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2017 - Dec 2017

Fp&A Development And Program Facilitator

Bloomfield, Ct, Us

Dec 2017 - Dec 2017

Fp&A Development And Program Facilitator

Washington, District Of Columbia, Us

Dec 2017 - Dec 2017

Fp&A Development And Program Facilitator

Basking Ridge, Nj, Us

Oct 2017 - Oct 2017

Emcee (Master Of Ceremonies)

Chicago, Il, Us

Oct 2017 - Oct 2017

Fp&A Development And Program Facilitator

Mclean, Va, Us

Sep 2017 - Sep 2017

Fp&A Development And Program Facilitator

New York, Ny, Us

Jun 2017 - Jun 2017

Speaker / Presenter

Englewood, Colorado, Us

► 1st place winner in impromptu speaking contest among over 250 clubs in the city of Chicago and surrounding suburbs.► District Conference Speaker: "Owning the Stage -- Captivate and Connect With Your Audience With Techniques That Resonate"► Earned Advanced Communicator Bronze Award► Mentor junior members in impromptu and prepared presentations and speeches

2015 - Jun 2017

Fp&A Development And Program Facilitator

New York, Us

Program: "FP&A – How to Become a Better Business Partner"

May 2017 - May 2017

Speaker / Presenter

Chicago, Illinois, Us

Program: Product Pricing and Customer Strategy

Mar 2016 - Apr 2017

Fp&A Development And Program Facilitator

South San Francisco, California, Us

1-day financial strategy seminar

Feb 2017 - Feb 2017

Fp&A Development And Program Facilitator

Chicago, Illinois, Us

Dec 2016 - Dec 2016

Fp&A Development And Program Facilitator

Basking Ridge, Nj, Us

Nov 2016 - Nov 2016

Emcee / Master Of Ceremonies

Chicago, Il, Us

A conference of 350+ 1st and 2nd year MBA students, all of whom possess the shared experience of military service and a top-ranked MBA education, meeting with representatives from dozens of blue-chip corporations from Wall Street to Silicon Valley and every industry in-between. Programming includes: Company expo, networking, company breakouts, veteran-led industry panels, interview coaching, onsite interviews, and grad school expo.

Oct 2016 - Oct 2016

Speaker / Presenter

New York, Ny, Us

Keynote on "The Future of Work"

Sep 2016 - Sep 2016

Speaker / Presenter: Integrating Rolling Forecasts Webinar

Bethesda, Md, Us

Rolling forecasts are a popular topic among today’s financial best-practices. Companies are increasingly moving away from exclusive reliance on traditional budgeting due to its inflexibility and reactive perspective. Instead, companies are favoring dynamic, forward-looking forecasts that can incorporate flexible assumptions, contemplate various scenarios, be updated regularly, and drive business growth. As corporate financial planning & analysis (FP&A) groups become more important, static budgets and rolling forecasts will co-exist, with the latter serving as a key tool for strategic decision-making.This program will explore how rolling forecasts assist business professionals and leadership in making more educated decisions and taking more calculated risks. Using customized case studies and real-life examples, participants will be ‘implementation-ready’ and able to apply the theory and practices to their work. Gain confidence in the process for building and managing rolling financial forecasts and walk away knowing how to create an effective rolling financial forecast.

Aug 2016 - Aug 2016

Strategic Thinking Program Facilitator

Boulder, Co, Us

Strategic Thinking for Salespeople

Jul 2016 - Jul 2016

Fp&A Development And Program Facilitator

St. Louis, Mo, Us

Strategy, financial planning, and analysis seminar for finance and information systems professionals

Jun 2016 - Jun 2016

Fp&A Development And Program Facilitator

Chicago, Il, Us

May 2016 - May 2016

Speaker / Presenter

Chicago, Il, Us

Theme: UnexpecTED https://www.youtube.com/watch?v=OyahH2o9AAk

Apr 2016 - Apr 2016

Speaker / Presenter

Chicago, Il, Us

Professional Speaker Series

Mar 2016 - Mar 2016

Speaker / Presenter

Bloomington, Illinois, Us

4 sessions on business planning on strategy at State Farm - Next Door:► Business Strategy for Start-Ups► Product and Customer Strategy► Business Model Generation and Financial Forecasting► Business Planning Crash Course

Nov 2015 - Nov 2015

Speaker / Presenter

Allendale, Mi, Us

Presentation on Keys of Leadership, Employee Engagement, and Career Development

Nov 2015 - Nov 2015

Speaker / Presenter

East Lansing, Mi, Us

Presentation on Keys of Leadership, Employee Engagement, and Career Development

Oct 2015 - Oct 2015

Capstone Case Evaluator

Dekalb, Il, Us

Evaluator for capstone cases in the Masters in Accounting program.

2015 - 2015

Strategy And Financial Consultant

San Francisco, California, Us

Since 2011, I have been a strategy and financial consultant for pro bono consulting projects through the Taproot Foundation. The Taproot Foundation drives social change by leading, mobilizing, and engaging professionals in pro bono service. I care deeply about giving back to the community through the donation of professional service.I have consulted with a clinical operation representing a unique partnership of hospitals, physicians, local government, human services agencies, and community groups working together locally to address the national health care crisis; a foundation providing financial relief for local U.S. military families adversely affected by the War on Terror; a community provider of vocational, residential, recreational, and health services to people with disabilities; and a vocational facilitator assisting persons affected by brain injury and stroke integrating back into life, the community and the work place.Services I have provided include: Strategic planning, advisory board coaching, Board of Directors communication, training in QuickBooks and financial management, financial due diligence, merger due diligence, budgeting and forecasting, and financial statement compilation.About Taproot Foundation:===================Taproot is a non-profit organization that makes business talent available to organizations working to improve society. The organization engages the nation's millions of business professionals in pro bono services both through award-winning programs and by partnering with companies to develop their pro bono programs. Pro bono financial consultants help non-profits evaluate their programs from a financial perspective. Consultants can give them the information that will help decide if they should expand a particular program or open a new branch. Consultants collect and synthesize data and create a financial model to represent a nonprofit's fiscal state.

2011 - 2015 ~4 yrs

The First Retirement

The First Retirement

Year-long mini-retirement to Dominican Republic, Chile, Argentina, Brazil, Colombia, Laos, Vietnam, Thailand, Cambodia, and Great Britain.

2013 - 2014 ~1 yr

Critical Thinking And Excel Program Facilitator

Farmington, Ct, Us

2-Day Seminar on Critical Thinking and Analysis for Human Resources Professionals

2013 - 2013

Speaker / Presenter

Provaliant Retirement Llc

Single day strategy planning & analytical thinking seminar

2013 - 2013

Director

Birmingham, Mi, Us

Management Consulting:===================► Turnaround management consulting► Bankruptcy/fiduciary services► Operations consulting and interim executive management► Performance improvement► Business and IP valuation► Crisis management► Low cost country sourcing► Due diligence servicesLitigation Consulting:================► Fraud► Business interruption► Business torts ► Intellectual Property► Personal injury ► Breach of contract ► Employment disputes► Lender liability ► Professional malpractice ► Condemnation▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬About Conway MacKenzie:====================Conway MacKenzie is the premier restructuring and financial advisory firm to the middle market. Across industries, and across the country, Conway MacKenzie delivers hands-on financial, operational and strategic services that help healthy companies grow and troubled companies get back on track.

2008 - 2013 ~5 yrs

Speaker / Presenter

Franklin Park, Il, Us

Advanced Financial Modeling Workshop for Engineers and Salespeople

2011 - 2011

Improvisational Comedy Program

Chicago, Il, Us

iO concentrates on "long-form" improvisational structures.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

2008 - 2010 ~2 yrs

Speaker / Presenter

Toastmasters International

► Mentored junior members in impromptu and prepared presentations and speeches► Served annual term in incremental leadership roles including Vice President of Membership► Earned Competent Communicator and Competent Leader Awards

Aug 2005 - Jul 2008

Senior Associate - Business Analytics & Strategy / Dispute Analysis & Investigations

Pwc

Gb

Business Analytics & Strategy:=========================Applied analytical approaches often dependent on value assessment and relative value modeling to help clients make important choices on strategic and tactical matters.► Applied valuation analysis for business decision-making► Quantitative strategy consulting► Emerging business modeling► Product/customer value assessment and modeling► Product pricingDispute Analysis & Investigations:=========================Provided advice and assistance relating to damage assessments in complex commercial litigation matters, assisted clients with early case management, quantification of exposure, trial preparation, discovery assistance, and demonstrative preparation. Often the results of my work resulted in testimony at deposition and/or trial.► Litigation support► Dispute resolution► Quantification of economic damages► Intellectual property disputes► Insurance claims services► Arbitration and mediation support► Corporate investigations► Money laundering investigations► Insolvency and bankruptcy support► Licensing consulting services

2005 - 2008 ~3 yrs

Improv Comedy Program

Chicago, Il, Us

The Second City has consistently been a starting point for comedians, award winning actors, directors, and others in show business. But improv isn't just a style of comedy; it is a paradigm for breaking down communication barriers, collaborating in a team environment, thinking on your feet, and responding creatively to difficult situations. The skills learned in improv are critical for success in comedy, in business, and in life.▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬

2006 - 2007 ~1 yr

Speaker / Panelist

Chicago, Illinois, Us

Performing on the Corporate Stage: How Artistic Training Enhances Professional Performance====================================================================The corporate world is increasingly demanding an imaginative, innovate, and adaptable workforce. Arts-based training is a means to help employers develop these attributes in their employees. Corporations all over the world strive to unleash the hidden creativity and teach their employees leadership and communication skills, creative thinking, and high-performance teamwork. While the individual training featuring improv techniques can be used to prepare for careers in entertainment, most students work in the corporate sector and use the training to improve presentation, creativity and team-building skills in a fun and safe environment.

2006 - 2006

Program Coordinator

East Lansing, Mi, Us

Coordinated the MSU Office of Executive Development Programs' offering of two courses, Maintenance Management in the Water/Wastewater Field and Supervisory Management in the Water/Wastewater Field. Courses were designed to show participants how to plan, organize, and direct the maintenance of the water/wastewater department.Audience: Systems, maintenance, and operations managers; maintenance supervisors; crew chiefs.

2001 - 2003 ~2 yrs
3 education records

Carl Seidman, Csp, Cpa education

Master Of Science (Ms), Managerial Accounting Specialization

Michigan State University - Eli Broad College Of Business

Bachelor Of Arts (Ba), Finance, Economics

Michigan State University

Education record

Andover High School
FAQ

Frequently asked questions about Carl Seidman, Csp, Cpa

Quick answers generated from the profile data available on this page.

What company does Carl Seidman, Csp, Cpa work for?

Carl Seidman, Csp, Cpa works for The FP&A Mastery Signature Program.

What is Carl Seidman, Csp, Cpa's role at The FP&A Mastery Signature Program?

Carl Seidman, Csp, Cpa is listed as Creator at The FP&A Mastery Signature Program.

Where is Carl Seidman, Csp, Cpa based?

Carl Seidman, Csp, Cpa is based in Greater Chicago Area, United States while working with The FP&A Mastery Signature Program.

What companies has Carl Seidman, Csp, Cpa worked for?

Carl Seidman, Csp, Cpa has worked for The Fp&A Mastery Signature Program, Seidman Financial, Linkedin, Maven, and The Fractional Cfo Power Skills Mastermind.

How can I contact Carl Seidman, Csp, Cpa?

You can use AeroLeads to view verified contact signals for Carl Seidman, Csp, Cpa at The FP&A Mastery Signature Program, including work email, phone, and LinkedIn data when available.

What schools did Carl Seidman, Csp, Cpa attend?

Carl Seidman, Csp, Cpa holds Master Of Science (Ms), Managerial Accounting Specialization from Michigan State University - Eli Broad College Of Business.

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