Hosted by
Carl Seidman CPA | Microsoft MVP
The person Fortune 500s use for their financial leadership development programs
5.0 (11 Ratings) · 2-Day · Cohort-based Course
Hosted by
Carl Seidman CPA | Microsoft MVP
Partial List of Current & Former Clients
Course Overview
Financial professionals are responsible for getting the numbers right. They’re tasked with understanding what they mean and the implications on the business. Many people working in finance and accounting are masters of the analysis, but they fail at the delivery.
It’s a wasted opportunity. And some of the most qualified technical specialists get passed over for projects and promotions.
Effective communication is consistently rated the #1 most desirable skill, not just in finance but in all business.
Many finance and accounting professionals aren’t effective communicators. They overwhelm their audiences with complex content, leaving them confused. The ability to connect with an audience is vital to the success of both the practitioner and the organization.
There are three (3) core elements for delivering effective financial presentations.
In this program, audiences will learn from an FP&A practitioner, Second City- and Improv Olympic trained performer and award-winning speaker, blending professional delivery with cognitive science, data-rich content, and executive presence.
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.NASBARegistry.org.
Seidman Financial is a division of Seidman Global LLC.
5.0 (11 Ratings)
Next cohort
Coming Soon
📄 The misguided focus of finance professionals
📄 Human intelligence versus artificial intelligence
📄 What does effective communication in finance look like
📄 Effective vs. ineffective business communication
📄 Why financial presentations fall flat
📄 The flow of business communication
📄 Identifying the mandate and needs of the audience
📄 Gap analysis and bridging the gap
📄 Financial presentations begin before the presention
✍️ Business Case – Evaluating Communication Styles (Submit by Jan 25)
📄 Managing the message and the presentation
📄 Building rapport and credibility with financial and non-financial audiences
📄 Leveraging information flow and delivery methods to establish credibility
📄 Flow and intentional engagement of limited cognitive attention
📄 Simplicity, clarity and assessing what’s in it for them
📄 Managing the message and the presentation
📄 Visual overload, lack of clarity and purpose
📄 Managing time, conflicting agendas, and focal points
📄 Credibility versus relevance
📄 Connecting with financial and non-financial audiences through relevance
📄 6 elements of trust and rapport
📄 Characteristics of a strong PowerPoint presentation
📄 Visual consumption and cognitive synthesis
📄 Balancing visual with verbal deliveries
📄 Multitasking and audience distraction
📄 Memory retention
📄 Differences between in-person and virtual presentations
📄 Effective room management for in-person and virtual settings
📄 Common mistakes in virtual meetings and presentations
📄 Data, statistics and storytelling
📄 Providing insights and providing the message
📄 Determining how much or little information to provide
📄 Informative versus emotive visuals
📄 What makes visual displays confusing
📄 Dishonest and deceptive presentations
📄 Preparing support schedules and backup
📄 Managing audience personalities and politics
📄 Presenting reports versus delivering presentations
Carl serves as a Fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.
He is a Microsoft MVP and one of the preeminent trainers and facilitators in strategic finance and FP&A, with more than 13,000 participants attending his financial training programs, seminars, workshops, and masterminds. Notable clients include:
ABM Industries, Accordion, AlixPartners, Allscripts, Broadridge, CHEP, Choice Hotels, CIBC, Cigna, Cox Enterprises, Crawford & Company, Deloitte, Dexcom, Discover, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, Healthpeak, Heartland Financial, Hewlett Packard Enterprise, Hostess, IGT, KPMG, Marsh & McLennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies (RTX), UBT, Verizon, Walmart, and Workday.
Carl is masterful at making the complex amazingly simple, engaging his audiences, building confidence, and facilitating a welcoming and transformative group experience. His content is rich and relatable, used in financial leadership development programs (FLDPs) at Fortune 500 companies, and is utilized or licensed by 7 of the top global financial training companies.
Carl serves as an Adjunct Professor in data analytics at the Jones School of Business at Rice University. He is a Certified Public Accountant (CPA) has earned other professional credentials including the CIRA, CFF, CFE, CGMA, AM (Accredited Member in Business Valuation), CSP (Certified Speaking Professional), Certified Anaplan Model Builder, and was a National Association of Certified Valuators and Analysts (NACVA) 40 Under Forty honoree. He holds a BA in finance and economics and an MS in managerial accounting.
He’s been where you want to be and does the work you want to do.
You are strongly encouraged not to miss live sessions, as a great part of the experience is both the live-reveals and the participant interaction.
In other words, you get to:
Yes, sessions are recorded and you can go through them on your own, but learning may be more limited.
We meet for 5 weeks, 4 hours each session. It is intentionally spaced out over a number of days and weeks so you can work your schedule around it.
That’s 20 hours all in: content, discussion, reflection, cases, and Q&A.
There is occasional pre-work and post-session work but it is minimal.
It is not customary for me to offer refunds. Across hundreds of training, seminars, workshops, and conferences — in person and virtual — to thousands of people, I have never been asked once for a refund.
For one in-person training program, there was a blizzard and my flight was canceled. I offered a rescheduling option for a future date.
I offer more than a dozen training programs and immersive development experiences across a wide range of finance and accounting topics.
This program is intentionally designed for professionals who want to improve their executive presence in delivering live and virtual financial presentations.
We meet live on Zoom for 4 hours each session.
Each session consists of 1-2 modules. Each module ties into prior and future modules, so it is vital to try to avoid missing classes.
The structure of the session begins with an intro, a tie-in to real examples, exercises, discussion, and reflections.
Prerequisites for the course include the following:
Yes.
Seidman Financial is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
You will be expected to have a working computer with a webcam, microphone, and reliable internet connection.
You will benefit from having general business knowledge.
Beginner, Intermediate, and Advanced.
Technical acumen is not required for participation in this program which means a deep understanding of financial and accounting times does not apply.