Table of Contents
Introduction to the Program: A Message from Carl
The Role of the FP&A Professional in Today's Environment
About the Expert
Top FP&A Issues
What is FP&A and Why is it Important?
The Roles of the CFO, Controller, and FP&A
FP&A Reporting Structure
Executive Oversight of Financial Functions
Quiz #1 - Domains within FP&A
Select FP&A Focus Areas
The Financial Control Tower
Financial and Business Partnership
The Key Roles and Responsibilities of FP&A - Strategic Planning
Strategic Financial Planning & Analysis - Strategy Pyramid
Strategic Financial Planning & Analysis - Strategic Financial Mapping
Quiz #2 - Strategic Financial Mapping
Strategic Financial Planning & Analysis - Scenario Feasibility, Projections, and 'What-if' Analysis
Strategic Financial Planning & Analysis - Monitoring Financial Condition
Strategic Financial Planning & Analysis - Capital Project Planning and Management
Quiz #3 - Payback on a capex investment
Strategic Financial Planning & Analysis - Managerial and Cost Accounting
How Companies Benefit from a Formal FP&A Function?
What Companies Benefit Most from FP&A?
Modern FP&A vs. Traditional Corporate Finance - Part 1
Modern FP&A vs. Traditional Corporate Finance - Part 2
Necessary Technical and Non-Technical FP&A Skills
Necessary Technical FP&A Skills
Necessary Non-Technical FP&A Skills
Summary and Additional Resources
Course Final Assessment
Contact Information and Questions
Searchable Transcript
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This FP&A primer has served FP&A professionals and analysts at companies of all sizes and is the basis of the CFI intro course for its Financial Planning & Analysis (FP&A) Specialization
Define what FP&A is and delineate its most common roles and responsibilities in companies of all sizes and types
Identify where and how FP&A fits into a company’s organizational structure and where FP&A typically reports within the hierarchy of FP&A, Controllership, and the Office of the CFO
Recognize the key roles and responsibilities of FP&A within four (4) core functional domains
Describe the types of companies that benefit the most from FP&A
Detail the six (6) most crucial technical and nine (9) non-technical FP&A skills
The person Fortune 500s use for their financial leadership development programs | Microsoft MVP
Carl serves as a fractional CFO, FP&A advisor, adjunct professor in data analytics, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.
He's 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 Financial Services, Dominium, Express Scripts, EY, FS Investments, EVRAZ, Genentech, HCP, Inc., Heartland Financial, Hewlett Packard Enterprise, IGT, KPMG, Marsh & McClennan, Michelin, NerdWallet, Radisson, Rapid7, Sol Petroleum, Spotify, Triple-S, Telus, Santander, United Technologies, Universal Business Team, 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 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.
Contact: [email protected]
The knowledge level expected for this course is basic. Participants should possess a general understanding of basic Excel functionality and business concepts prior to joining this course.
No advance preparation is required for this course.
Yes. This course is of the delivery method type QAS Self Study. It qualifies for 1.5 CPE credits (field of study: finance) upon successful completion of requirements: Watch all videos within all modules in their entirely, answer periodic interim assessments, and score at least a 70% pass rate on the final assessment.
Customer satisfaction is of the utmost importance to us. If for any reason, you are dissatisfied with our programs or service, we want to hear from you. For information regarding administrative policies related to complaints, please contact us at [email protected]. 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:
The Role of the FP&A Professional in Today's Environment is a free course. As such, there are no refunds to issue.
