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Key takeaways
- Model AR and AP amounts and timing with precision to eliminate cash flow surprises and improve forecast credibility
- Automate AR aging reports, track payment schedules, and model early-pay discounts to improve cash flow visibility
- Build a repeatable cash flow forecasting process that scales month over month without breaking
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Carl Seidman is one of the most recognized voices in FP&A, advising Fortune 500 and mid-market companies on building high-performing finance teams, processes, and strategy. As one of only 35 Microsoft MVPs in Excel in the U.S., Carl has trained more than 13,000 corporate finance professionals worldwide through his acclaimed workshops and programs. He also serves as an adjunct professor in data analytics at Rice University and works as an FP&A advisor, fractional CFO, and management consultant across North America and Europe. A CPA and NACVA 40 Under Forty honoree, Carl brings unmatched expertise in financial planning, analytics, and leadership development.
Kirk Kappelhoff is a financial modeling expert with a BBA in Finance & Accounting and nearly a decade of experience at Deloitte, EY, and KPMG, where he built models for pre-IPO companies, M&A transactions, and strategic planning initiatives. At KPMG, he led the Business Modeling Services team, specializing in equity stories and financial forecasts that help high-growth companies communicate their value to investors. At Drivetrain, Kirk writes about strategic planning, granular reporting, and modern FP&A best practices for rapidly scaling finance teams.
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Ready to start your journey?
Fewer spreadsheets, faster planning, better decisions
