Transforming the Four FP&A Key Pillars for Business Success with Carl Seidman

Update: 2024-10-22

Description

In this episode of CFO Weekly, Carl Seidman, Interim CFO and Finance Director at Seidman Financial, joins Megan Weis to discuss the importance of integrating finance into the overall business and operations, how to transform your FP&A, and the four pillars of success for companies. He also shares his approach to helping companies develop financial professionals into more powerful performers and build FP&A functions so that financial intelligence drives organizational success.

Carl is a trusted business advisor specializing in FP&A, business strategy, and finance transformation. He advises Fortune 500 and middle market companies, helping establish effective FP&A practices, processes, and teams. At the same time, Carl supports financial professionals, positioning them for greater control over their careers by helping build their confidence while eliminating time-wasting activities and mistakes. He is also an Adjunct Faculty Member of the American Management Association and a Senior FP&A Instructor at Wall Street Prep.

In this episode, we discuss:

What does transforming FP&A look like?
What are the four key pillars of FP&A?
What's the difference between the FP&A function in small versus large organizations?
Why is there a need for FP&A professionals to be entrenched in other business functions' operations?
How does technology make finance a seamless part of a company's operations?
How can finance leaders promote financial responsibility and accountability cultures?

Learn more about Carl:

Carl Seidman on LinkedIn
Seidman Financial’s Website

Episode resources:

Personiv's Website
Personiv on LinkedIn
Personiv on Facebook
Personiv on Twitter

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Previous guests include: Carl Seidman, CSP, CPA , CFO Advisor at Seidman Financial, Beatty D'Alessandro, Managing Partner at BCDN Advisors, Stephen Newland, CMA, Owner of MoneyPath FP&A, Emmanuel Daniel, Founder of The Asian Banker, Official Member at Forbes Business Council

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