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The Fractional CFO and Advisory Mastermind
CourseBeing a full-time CFO isn't for everyone. But being in charge of your high-performing finance career is. Learn how to do it successfully.
$1,995
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Webinar: Marketing with Purpose - Grow Your CFO and Advisory Practice
CourseFounders 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.
Free
The B³ Method Institute & Seidman Financial
The CFO & Advisory Community
Monthly Subscription
COMMUNITY DETAILS
DESCRIPTION
Building, growing, and sustaining a successful financial advisory practice is a real challenge.
There’s no universal playbook that provides the answers.
Enduring professional networks of people who ‘get it’ are hard to find.
Going at it alone can be isolating and self-defeating.
We experienced this ourselves when we first began in this profession many years ago and we figured it out the hard way – engaging with the wrong clients, encountering scope creep, and not finding the fulfillment from the work we purposefully choose for ourselves.
There was ultimately a better way.
We found greater peace and success being surrounded by smart, driven people who are as committed to supporting others as much as they are dedicated to their own transformation. When we openly share wins, practices that work, lessons from mistakes, and proven frameworks, we elevate the collective group – each other as well as ourselves.
That’s what this community is all about.
ABOUT THE COMMUNITY
Each month, Amy and Carl host live virtual sessions tackling real challenges financial leaders and practice owners face everyday. Unlike typical networking groups, these calls blend practical expertise with actionable techniques and frameworks that you can implement immediately. This applies to newcomers to the profession as well as seasoned practitioners.
Through their learning programs, coaching, and communities, Amy and Carl have supported 500+ Fractional CFOs, CPAs, and Consultants as they grow their skills, expertise, and businesses.
Build on your Mastermind experience through consistent connection with fellow financial leaders. This exclusive, private community provides both professional development and practical resources you need to excel as a Fractional CFO or finance/accounting advisor.
The program includes monthly calls facilitated by Amy and Carl while addressing real challenges CFOs face today. Between sessions, members connect through our Teams platform to share insights and troubleshoot issues in real time.
Members receive access to a comprehensive resource library featuring templates, worksheets, and models ready for implementation. You’ll also benefit from preferred vendor relationships and special favorable rates on additional coaching services from both Amy and Carl.
MEMBERSHIP INCLUDES:
- Monthly expert-led calls featuring Amy, Carl, and industry specialists
- Private Teams community for ongoing collaboration
- Complete recording library of current and past sessions
- Implementation tools and frameworks for immediate use
- Preferred vendor relationships with negotiated pricing
- Reduced rates on technical training and personal coaching
PRE-REQUISITES, RATES & SCHEDULE
Members of the CFO & Advisory Community must have participated in either the Fractional CFO & Advisory Mastermind or a previous CAS Roadmap course with Amy. The monthly subscription is $199.99.
Next Community Call: Tuesday, July 22nd at 1pm Eastern (1 CPE credit)
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.
DESCRIPTION
Building, growing, and sustaining a successful financial advisory practice is a real challenge.
There’s no universal playbook that provides the answers.
Enduring professional networks of people who ‘get it’ are hard to find.
Going at it alone can be isolating and self-defeating.
We experienced this ourselves when we first began in this profession many years ago and we figured it out the hard way – engaging with the wrong clients, encountering scope creep, and not finding the fulfillment from the work we purposefully choose for ourselves.
There was ultimately a better way.
We found greater peace and success being surrounded by smart, driven people who are as committed to supporting others as much as they are dedicated to their own transformation. When we openly share wins, practices that work, lessons from mistakes, and proven frameworks, we elevate the collective group – each other as well as ourselves.
That’s what this community is all about.
ABOUT THE COMMUNITY
Each month, Amy and Carl host live virtual sessions tackling real challenges financial leaders and practice owners face everyday. Unlike typical networking groups, these calls blend practical expertise with actionable techniques and frameworks that you can implement immediately. This applies to newcomers to the profession as well as seasoned practitioners.
Through their learning programs, coaching, and communities, Amy and Carl have supported 500+ Fractional CFOs, CPAs, and Consultants as they grow their skills, expertise, and businesses.
Build on your Mastermind experience through consistent connection with fellow financial leaders. This exclusive, private community provides both professional development and practical resources you need to excel as a Fractional CFO or finance/accounting advisor.
The program includes monthly calls facilitated by Amy and Carl while addressing real challenges CFOs face today. Between sessions, members connect through our Teams platform to share insights and troubleshoot issues in real time.
Members receive access to a comprehensive resource library featuring templates, worksheets, and models ready for implementation. You’ll also benefit from preferred vendor relationships and special favorable rates on additional coaching services from both Amy and Carl.
MEMBERSHIP INCLUDES:
- Monthly expert-led calls featuring Amy, Carl, and industry specialists
- Private Teams community for ongoing collaboration
- Complete recording library of current and past sessions
- Implementation tools and frameworks for immediate use
- Preferred vendor relationships with negotiated pricing
- Reduced rates on technical training and personal coaching
PRE-REQUISITES, RATES & SCHEDULE
Members of the CFO & Advisory Community must have participated in either the Fractional CFO & Advisory Mastermind or a previous CAS Roadmap course with Amy. The monthly subscription is $199.99.
Next Community Call: Tuesday, July 22nd at 1pm Eastern (1 CPE credit)
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.
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.
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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.
