Driver-Based Forecasting: Building Dynamic FP&A Models in Excel
Spending made smarter
Easy-to-use cards, funds, approval flows, vendor payments -plus an average savings of 5%.1
Carl Seidman, CPA, Microsoft Excel MVP, and trainer behind 300,000+ finance professionals around the world, shows you exactly how to build a P&L model where a small set of key inputs automatically recalculates your entire forecast, so you can update scenarios in minutes.
In just 60 minutes, you’ll learn:
- How to identify the right drivers that explain your revenue and cost movement
- How to structure a P&L that clearly separates inputs, assumptions, and outputs
- How to build and toggle between Base, Upside, and Downside scenarios instantly
- How to stress-test your forecast and catch model errors early
About the speakers
Carl Seidman, CPA
Founder, Seidman Financial
Carl Seidman, Principal, is a highly sought-after senior corporate finance leader and authority in financial planning & analysis (FP&A), turnaround/ restructuring, and finance transformation. He advises Fortune 500 corporations and middle-market companies, helping establish effective FP&A practices, processes, and teams. At the same time, he supports financial professionals, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes. Carl is 1 of only 35 US-based Microsoft MVPs in Excel. His FP&A development methodologies and curriculum have been implemented by professional services firms and leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13,000 corporate finance professionals globally have attended his training programs, workshops, and seminars. 250,000+ professionals have taken part in his 6 LinkedIn Learning courses, the only FP&A-centric courses on the platform. Carl is a Certified Public Accountant (CPA) has earned other professional credentials, including the CIRA, CFF, CFE, CGMA, AM, CSP, and Certified Anaplan Model Builder. He lives in Metro Chicago with his family.
Related webinars
access_time
1 hour
The Working Capital Blind Spot: 3 Ways to Forecast AR and AP with Precision
In this hands-on workshop, Microsoft Excel MVP and FP&A leader Carl Seidman is walking you through the modeling techniques that separate confident cash forecasts from guesswork.
access_time
1 hour
How to Build Scenarios Like a Wharton Program FP&A Leader
In this workshop, Christian Wattig, Director of Wharton’s FP&A Program, is teaching you how to run scenario planning the way top FP&A team do it - and how AI can accelerate every step of the process
access_time
1 hour
The Cash Flow Playbook: How to Engineer Financial Resilience Before Your Business Needs It
In this masterclass, Oana Labes, CPA, MBA, will help you understand cash flow as a driver of resilience, flexibility, and control.