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01
You’re a professional with a background in finance, accounting, consulting, Controlling, FP&A Investing, or the Office of the CFO.02
You’re an emerging leader pursuing mid/senior level positions in your company or wanting to take the leap into fractional CFO or FP&A work.03
Your a challenger who wants to grow with real-life business cases and companies and learning that continues after the program ends.
The B³ Method Institute & Seidman Financial
The Fractional CFO and Advisory Mastermind
June 3-30, 2025
COURSE OVERVIEW
You want to advance your financial leadership, network, skills, and confidence?
You learned finance and accounting in school. Maybe you went back and got an MBA, a professional certification or two. But you aren't progressing as much or as fast as you want or in the direction you desire.
You don't want to wait for opportunities to come to you -- you want to create your own. You want to elevate yourself into a position of financial leadership. Or maybe you want to take the leap and start your own fractional CFO, FP&A, or advisory business.
CFO and financial training programs at top universities are often taught by professors. These certificate programs are notoriously expensive and inaccessible.
And most financial training out there, well, it's just not so great. It isn't case-based or taught by someone who's an actual practitioner, working as a fractional CFO, and who has trained thousands of people at the companies you know and engage with every day...
But this one is.
And it's CPE- accredited by the National Association of State Boards of Accountancy (NASBA).
WHERE DO YOU WANT TO GO?
Whether you want to...
✅ Build an 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
Or all of the above, this program will support you in your journey and accelerate your advancement.
Why wouldn't you want to learn from someone who actually does the work you want to do?
You have an entire career ahead of you.
Don’t leave it to others to create it for you.
Freelance opportunities are everywhere.
The time to elevate is now.
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📆 JUNE 2025 COHORT:
7 Sessions, 3 hours each
4 pm - 7 pm CDT
- - Tuesday, June 3
- - Wednesday, June 4
- - Monday, June 16
- - Thursday, June 19
- - Monday, June 23
- - Thursday, June 26
- - Monday, June 30
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Total Live Commitment: 21 hours
Total CPE: 21 credits
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Seidman Financial 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.
Seidman Financial is a division of Seidman Global LLC.
The B³ Method Institute 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.
You want to advance your financial leadership, network, skills, and confidence?
You learned finance and accounting in school. Maybe you went back and got an MBA, a professional certification or two. But you aren't progressing as much or as fast as you want or in the direction you desire.
You don't want to wait for opportunities to come to you -- you want to create your own. You want to elevate yourself into a position of financial leadership. Or maybe you want to take the leap and start your own fractional CFO, FP&A, or advisory business.
CFO and financial training programs at top universities are often taught by professors. These certificate programs are notoriously expensive and inaccessible.
And most financial training out there, well, it's just not so great. It isn't case-based or taught by someone who's an actual practitioner, working as a fractional CFO, and who has trained thousands of people at the companies you know and engage with every day...
But this one is.
And it's CPE- accredited by the National Association of State Boards of Accountancy (NASBA).
WHERE DO YOU WANT TO GO?
Whether you want to...
✅ 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
Or all of the above, this program will support you in your journey and accelerate your advancement.
Why wouldn't you want to learn from someone who actually does the work you want to do?
You have an entire career ahead of you.
Don’t leave it to others to create it for you.
Freelance opportunities are everywhere.
The time to elevate is now.
----------------------------------------------------
📆 JUNE 2025 COHORT:
7 Sessions, 3 hours each
4 pm - 7 pm CDT
- - Tuesday, June 3
- - Wednesday, June 4
- - Monday, June 16
- - Thursday, June 19
- - Monday, June 23
- - Thursday, June 26
- - Monday, June 30
----------------------------------------------------
Total Live Commitment: 21 hours
Total CPE: 21 credits
----------------------------------------------------
Seidman Financial 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.
Seidman Financial is a division of Seidman Global LLC.
The B³ Method Institute 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.
WHAT YOU'LL GET OUT OF THIS STRATEGUC FINANCE AND CFO COURSE
The online course includes:
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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, 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 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. -
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. -
Develop your strategic plan
Create your own 12-month client advisory services roadmap aligned with your purpose and passion -
Connect with other high-performers, emerging financial leaders, and a globally-connected FP&A and CFO 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 Seidman Financial Inner Circle Mastermind Assets
You'll get invite-only access to Seidman Financial 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.
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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.
This course includes:
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7 interactive live sessions
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60 in-depth lessons
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4 projects to apply learnings
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Private community of peers
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Direct access to instructor
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Guided feedback & reflection
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Course certificate upon completion
MEET YOUR GUIDES, AMY AND CARL
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.
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.
JOIN US IN JUNE 2025
The Fractional CFO and Advisory Mastermind
Introducing our Best in Class Tech Stack Members
The B³ Method Institute 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.
