About
Companies that go through my FP&A and CFO training and engage my advisory services are…
Courses by Carl
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Excel for Financial Planning and Analysis (FP&A)2h 34m
Excel for Financial Planning and Analysis (FP&A)
By: Carl Seidman
Articles by Carl
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Is The Consulting Business Model Broken?
Is The Consulting Business Model Broken?
By Carl Seidman, CSP, CPA
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Mastering Cash Flow Forecasting: Liquidity Management
Mastering Cash Flow Forecasting: Liquidity Management
By Carl Seidman, CSP, CPA
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A Sophomore’s Naive Foray Into Finance and the Interview Question That Kickstarted My Entire Career Path
A Sophomore’s Naive Foray Into Finance and the Interview Question That Kickstarted My Entire Career Path
By Carl Seidman, CSP, CPA
Contributions
Activity
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Don't miss Friday’s webinar where we’ll delve into where strategic planning and operational execution intersect to help you build successful…
Don't miss Friday’s webinar where we’ll delve into where strategic planning and operational execution intersect to help you build successful…
Liked by Carl Seidman, CSP, CPA
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The COMPLETELY FREE Microsoft Copilot Video Course BOOTCAMP is HERE! #1 - What Is Microsoft Copilot? #2 - Introduction to AI & Microsoft Copilot #3…
The COMPLETELY FREE Microsoft Copilot Video Course BOOTCAMP is HERE! #1 - What Is Microsoft Copilot? #2 - Introduction to AI & Microsoft Copilot #3…
Liked by Carl Seidman, CSP, CPA
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As a Fractional CFO for 7-figure businesses, planning for future investments is not only a strategic priority but definitely a challenging task. I…
As a Fractional CFO for 7-figure businesses, planning for future investments is not only a strategic priority but definitely a challenging task. I…
Liked by Carl Seidman, CSP, CPA
Experience
Education
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Michigan State University - Eli Broad College of Business
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The MS in Accounting at Michigan State University is one of the top 10 ranked accounting master degree programs in the U.S.
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Activities and Societies: President of Phi Chi Theta Professional Business Fraternity, Member of MSU Finance Association, Member of Broad Student Senate
Economics Senior Research Thesis: "The Impact of the Glass-Steagall Repeal on Initial Public Offering Returns and Volume"
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Licenses & Certifications
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Accredited Member (AM) in Business Valuation
American Society of Appraisers
IssuedCredential ID Designation #82937 -
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Certified Fraud Examiner (CFE)
Association of Certified Fraud Examiners (ACFE)
IssuedCredential ID Designation #157561 -
Certified Public Accountant (CPA)
The Illinois State Board of Examiners
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Volunteer Experience
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Pro Bono Tax Consultant
Ladder Up (f/k/a City-Wide Tax Assistance)
- Present 17 years
Poverty Alleviation
Since 1994, over 16,000 Ladder Up volunteers have returned $247 million to 124,000 hardworking families, helping them climb above the poverty line. Through its programs, TAP (Tax Assistance Program) and LIFT (Life-Improving Financial Tools), Ladder Up provides free, real world financial solutions that maximize earnings and savings. Whether it’s getting them the tax refunds they deserve, securing the financial aid that makes higher education a reality, or putting them in touch with reputable…
Since 1994, over 16,000 Ladder Up volunteers have returned $247 million to 124,000 hardworking families, helping them climb above the poverty line. Through its programs, TAP (Tax Assistance Program) and LIFT (Life-Improving Financial Tools), Ladder Up provides free, real world financial solutions that maximize earnings and savings. Whether it’s getting them the tax refunds they deserve, securing the financial aid that makes higher education a reality, or putting them in touch with reputable banks so they can save on unnecessary fees, Ladder Up equips its clients with the financial tools they need. Ladder Up clients work hard for their money. With help, their money works harder for them, and that allows the first steps to be taken up and out of poverty.
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Publications
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How FP&A Can Become a Better Business Partner
Association for Financial Professionals
Contributor.
FP&A professionals are increasingly called upon to work collaboratively with the business. There are three aspects to becoming a better business partner: building the trust with the business leaders, deploying the right collaborative technology and realigning the finance organization to support a closer working relationship. This guide explores each of the three and offers tips on how to improve the relationship between finance and operations. -
Cure For Static Budgets: Eight Steps for Creating Rolling Forecast
CFO Innovation
The process for creating a rolling forecast takes practice and sufficient time to complete. It should be done in a sequential order to avoid missteps and rework.
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5 Reasons Why FP&A Must Be A Better Business Partner
Enterprise Marketer
Contributor
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Getting There from Here: Career Path Stories from Finance Professionals
Kaplan Test Prep
Contributor
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8 Steps for Creating a Rolling Forecast
Association for Financial Professionals
Author
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The Finance Team of the Future: 4 Management Challenges
Association for Financial Professionals
Contributor
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Travel Hacking for Newbies: the Risks and Rewards
U.S. News & World Report
Contributor
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Managing Millennials: 10 Challenges for Finance Execs
Association for Financial Professionals
Contributor
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When to Use Your Emergency Fund: How to start your emergency fund, where to keep it and when to use it.
GO Banking Rates
Contributor
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Restructuring & Turnaround Consultants Shine in Down Markets
Illinois CPAs Society
Author
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Navigating Today's Environment: The Directors' and Officers' Guide to Restructuring
Beard Group Incorporated
Contributing researcher to the chapter: "Managing fox in the henhouse" syndrome: Implementing effective internal controls.
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2008 Patent Litigation Study
PwC
Contributing researcher to this annual report on patent damages, success rates, and time-to-trial
Courses
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Advanced Financial Forecasting and Modeling
1276
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Corporate Financial Planning & Analysis
1501
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Financial Forecasting
1110
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Fundamentals of Cost Accounting
1201
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National Speakers Association Speakers Academy
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Planning and Forecasting Organizational Expenses
1229
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The Controller’s Job in Today’s Environment
1206
Honors & Awards
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NACVA® 40 Under Forty
National Association of Certified Valuators and Analysts®
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Table Topics 1st Place - Toastmasters District 30 (Greater Chicago Metro)
Toastmasters International
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PwC Market Managing Partner Award
PricewaterhouseCoopers
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Arthur C. Carter Fellowship in Accounting
Michigan State University
Languages
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English
Native or bilingual proficiency
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Spanish
Elementary proficiency
Recommendations received
13 people have recommended Carl
Join now to viewMore activity by Carl
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I've been talking lately with a number of CFOs who want to move toward a fractional CFO in the next 3 months, 6 months, a year. Sadly, I lost my job…
I've been talking lately with a number of CFOs who want to move toward a fractional CFO in the next 3 months, 6 months, a year. Sadly, I lost my job…
Liked by Carl Seidman, CSP, CPA
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Someone once asked me - "How do you sell yourself?" Honestly, I don't. 🤦🏻♀️ But I do show my work or cleint reviews and that speaks for…
Someone once asked me - "How do you sell yourself?" Honestly, I don't. 🤦🏻♀️ But I do show my work or cleint reviews and that speaks for…
Liked by Carl Seidman, CSP, CPA
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C̶o̶n̶t̶e̶n̶t̶ Context is King. When I was a first-time founder, I'd hit a wall when trying to articulate my go-to-market strategy to investors and…
C̶o̶n̶t̶e̶n̶t̶ Context is King. When I was a first-time founder, I'd hit a wall when trying to articulate my go-to-market strategy to investors and…
Liked by Carl Seidman, CSP, CPA
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