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FP&A Technical Mastery Boot Camp – Wall Street Prep

Tuesday, May 18 - Thursday, May 20

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Cvent Transition Guide

Presented by Wall Street Prep, learn the technical and presentation skills you need to become an invaluable member of your team

Overview

This 3-day boot virtual camp is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again in our years of training at top financial institutions. You will hone your technical analysis and Excel modeling skills and learn how to present reliable data to your company’s leadership while learning invaluable skills in problem-solving, risk management, and growth planning.

  • Virtual training led by our team of FP&A professionals
  • Learn a full range of invaluable FP&A skills
  • Boost your Excel efficiency

CFANY.org: $1,359.20
Standard Rate: $1,999

Agenda

Please note: Each daily session goes from 9AM – 5PM EST


DAY 1

  • Introduction to the modern FP&A function
  • Macroeconomic, Industry, and Competitive Analysis
  • The Power and Art of Business Modeling

DAY 2

  • Data Visualization & Storytelling
  • Outputs & Variance Analysis
  • Scenarios & Sensitivities
  • Getting to Answers Without Modeling

DAY 3

  • Capex & Project Forecasting
  • Forecasting & Budgeting
  • Strategic Financial Planning & Analysis
  • The future of FP&A in large corporations and private companies

Online | PRE-SEMINAR EXCEL TRAINING

This boot camp assumes proficiency in Excel. Enrollment includes access to our popular Excel Crash Course for those who need an Excel refresher.

Boot Camp Details

FP&A professionals require a cross-functional understanding of accounting, finance, corporate strategy and industry dynamics. This training program is designed to fill the knowledge gaps we’ve seen FP&A and corporate finance professionals exhibit again and again.

Carl-SeidmanThe course is taught by Carl Seidman, Business Strategist, CFO Advisor, TedX Speaker, and Trainer in Leadership and Financial Management. Carl has 10+ years of management consulting experience in finance and strategy, including turnarounds, restructurings, valuation, transactions, and crisis management. With a passion for teaching and years of directly relevant real-world experience, Carl understands the importance of teaching in a way that empowers finance professionals to apply the lessons from the classroom directly on the job.

What’s Included?

  • The training materials that trainees receive are comprehensive and intuitive, and are designed to serve as stand-alone materials for easy use long after the training session has ended.
  • Up to 27 FP&A recertification credits
  • Up to 27 CPE credits

What to Bring

Laptop, Notepad, and Calculator.


Prerequisites

This seminar presumes knowledge of financial accounting (at least 1 semester or equivalent). Participants without this background must enroll in and complete the Accounting Crash Course prior to attending the seminar.


CPE Credit
Earn 27 CPE Credits for this Seminar

CPE logoWall Street Prep 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.


FP&A Recertification Credit

This seminar is approved for up to 27 FP&A recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Who is this boot camp for?

  • Analysts and managers in financial planning and analysis
  • Business decision support
  • Internal & external financial reporting groups
  • Controllers
  • Corporate accounting professionals