The B³ Method Institute & Seidman Financial
The Fractional CFO and Advisory Mastermind
The B3 Method Institute and Seidman Financial are registered with the National Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. Up to 21 CPE credits is awarded for this course for full attendance to the 7 live sessions.
About this course
Finance professionals who want to build an advisory practice get plenty of encouragement and very little practical guidance. How do you price it? Who do you serve? How do you find clients who value the work? How do you build something sustainable instead of just trading one kind of busy for another?
This mastermind tackles those questions across seven live sessions, co-facilitated by Amy Vetter and Carl Seidman of Seidman Financial. Both instructors built the practices they teach. Amy brings the B³ Method® framework for building a practice that performs without burning out the person running it. Carl has trained more than 13,000 finance professionals and works as an active fractional CFO with businesses across North America and Europe.
Participants leave with access to the B³ Method Institute and Seidman Financial Inner Circle assets and a private peer community that continues long after the cohort ends.
20+ hours of Continuing Professional Education (CPE): 21 Credits
Where do you want to go:
Position your CAS or CFO services to command premium rates
Build a Fractional CFO business doing work you enjoy
Connect with other driven finance professionals like you
Find clients who appreciate you and the work you do
Position yourself for your next chapter in financial leadership
Grow to the next level in your finance or FP&A career
Develop a sustainable business model and strategy
Build your referral base and professional network
Align your practice with your purpose
This course includes:
7 interactive live sessions
60 in-depth lessons
4 projects to apply learnings
Private community of peers
Direct access to instructor
Guided feedback & reflection
Course certificate upon completion
Upcoming Classes 2026:
TBA
WHAT YOU'LL GET OUT OF THIS STRATEGIC CFO AND ADVISORY COURSE:
Understand how to strategically design your fractional advisory practice, CPA firm, or your time as a high-performing finance professional
We'll get into the details of how to structure and leverage your time, service offerings, relationships, sales and marketing efforts, and mindset to develop a far more sustainable business model or opportunistic finance career.
Define your personal purpose and align it with the mission of your practice
Pitch the value of your services to the clients you love and learn how to gracefully break up with the ones you don’t. Identify which industries you want to work with and specialize in their needs.Develop highly-refined technical finance skills
You'll learn extremely powerful skills and techniques you've likely never encountered before. But you won't just hone new skills and competence—you'll develop greater financial expertise and confidence.Engage in critical thinking and the strategic mindset
Once the foundations of technical skills are in place, advisory, fractional CFO, and FP&A work becomes less about rote financial modeling and analysis and more about providing strategic insights. You'll learn how to better serve your end-users within a larger context of what matters most.Leverage technical skills, critical thinking, and the strategic mindset to collectively position for fractional CFO, CAS, and FP&A work
A key difference between junior staff and mid-to-senior level professionals is the ability to leverage skills, acumen, and mindset for higher-value deliverables. You'll learn what fractional CFO and FP&A work looks like and how to build a quality reputation as a practitioner.Develop your strategic plan
Create your own 12-month client advisory services roadmap aligned with your purpose and passion
Discover how to deal with different and challenging peer and client personalities
A common misconception in finance is success is all about financial acumen and application of expertise. But the truth: success comes to those who best understand people. You'll learn how to manage relationships and conflict within the context of your finance and advisory work.Connect with other high-performers, emerging financial leaders, and a globally-connected FP&A, CFO and CAS professional network
It's not what you know and it's not who you know. It's who knows you and what you do. Attendees of this program are encouraged to stay active and connected as a cohort, ask challenging questions of colleagues, and build a network of trusted confidants.Access to The B3 Method Institute and Seidman Financial Inner Circle Mastermind Assets
You'll get invite-only access to business models, templates, worksheets, video courses, events, and office hours.Free video course: The FP&A Professional in Today's Environment
See how FP&A professionals, Controllers, and accountants and other professionals fit together within and beyond the office of the CFO.
20+ hours of continuing professional education (CPE)
Seidman Financial is registered with the Nat'l Association of State Boards of Accountancy as a sponsor of continuing professional education on the National Registry of CPE Sponsors. See the fuller disclaimer of individual course CPE acceptance within the FAQs below.Identify the integral technology and people infrastructure of your business
Assess the right technology for your practice and re-engineer your operations to streamline processes. Learn when to hire employees vs. contractors and other short and long-term considerations.
About Your Instructors
Amy Vetter, CPA, CITP, CGMA
CEO of The B³ Method Institute
Amy Vetter is a transformational keynote speaker, CEO, author of 3 books, and host of the Breaking Beliefs podcast.
As a CPA, she built, operated and sold the Client Advisory Services (CAS) practices she created as a sole practitioner, small firm owner, as a Partner in a regional CPA firm and as a Partner in a national CAS practice.
She offered everything from Bookkeeping Services to Fractional CFO Services to Technology Implementation from small businesses to national franchises. After selling her practice she dedicated her career to helping CPAs and Finance Professionals to build practices that can scale through automation and business transformation.
She brings her unique perspective as a CPA, Yogi, and Technologist by developing the B3 Method (Business + Balance = Bliss) so that each person can achieve their dreams in their career and business. For inspiration, follow her @AmyVetterCPA.
More from Amy & Carl
Carl Seidman, CPA/CFF, CSP, CFE, CGMA
Principal, Seidman Financial
Carl serves as a fractional CFO, FP&A advisor, and management consultant to entrepreneurial businesses throughout North America and Europe and assists them with strategic financial planning, value enhancement, and revitalization.
He's 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.
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 6 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.
#Webinar - Marketing with Purpose: Grow Your CFO and Advisory Practice
Founders and executives buy from those they feel connected to and confident in. They aren’t just looking for technical expertise. They’re looking for a guide and partner. A purposeful marketing strategy positions you and ensures you connect with the right clients through the right messaging. Learn how two Fractional CFOs and advisors effectively manage biz development, client work, and marketing.
The CFO & Advisory Community
Founders and executives buy from those they feel connected to and confident in. They aren’t just looking for technical expertise. They’re looking for a guide and partner. A purposeful marketing strategy positions you and ensures you connect with the right clients through the right messaging. Learn how two Fractional CFOs and advisors effectively manage biz development, client work, and marketing.
Podcast with Amy Vetter: Episode 161 with Carl Seidman
Amy Vetter interviews Carl Seidman, Owner of Seidman Financial, to explore his unexpected journey from pre-med student to trusted financial advisor. Carl shares how pivotal mentors, life experiences, and his own curiosity led him to uncover what it truly takes to succeed as a CFO. Now a business owner and educator, Carl reflects on the lessons he's learned and how he's helping others navigate their own paths in finance and leadership.