Other Industry Event, Other Industry Events, Virtual Events & Programming

FP&A Technical Mastery Boot Camp – Wall Street Prep

April 5, 2022 - April 7, 2022

Share Event

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
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
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 Bootcamp for?

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

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to seminars@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.