On-Demand
Finance Workshop - Budgeting in the Era of AI
Free Virtual Workshop
The 2027 budget calendar is already moving, and the assumptions that shape next year get set weeks before the first template goes out. AI is now part of that conversation whether or not your team has a plan for it.
Natasha Sabelli, CPA and Carl Seidman, CPA led two free sessions on September 16: Natasha on setting up a 2027 budget process that holds together from kickoff to approval, and Carl on building a first-pass budget that stands up to scrutiny, using a forecasting bridge. Both sessions are now available on demand. Fill out the form to watch.
Thousands of companies of every size, in every industry use Velixo to accelerate business outcomes
1PM ET
Setting Yourself Up for Success for 2027 Budgeting
Budget season goes wrong early, usually in the first two weeks, when targets are unclear and templates start multiplying. Natasha walks through how to run a clean setup: aligning leadership on guardrails before templates go out, deciding who owns which assumptions, and cutting the template chaos, version drift, and rekeying that eat the fall. You will leave with a practical checklist for a 2027 budget process that stays organized from kickoff through the numbers landing back in your ERP.
Presented by Natasha Sabelli, CPA, Finance Evangelist | Velixo
2PM ET
Building a Defensible First-Pass Budget Using a Forecasting Bridge
A first-pass budget is easy to build and hard to defend. Carl shows how to build one as a driver-based bridge: start from current-year actuals plus your full-year forecast as the baseline, then layer in the drivers that move next year, price, volume, mix, cost inflation, productivity, headcount, and one-time items, to land on a target. Because every step reconciles and every step has an owner, you can trace the plan back to the "why" when leadership asks. As Carl has put it, the goal of a bridge is simplicity and explanation. You will learn how to structure the walk, keep drivers clean, and hand the board a number that holds up.
Presented by Carl Seidman, CSP, CPA, Renowned FP&A Educator | Seidman Financial
Who should watch
CFOs, controllers, FP&A managers, and finance directors who own any part of the 2027 budget.
Speaker bios
Carl Seidman, CPA, CSP. Carl is the principal of Seidman Financial and one of the most recognized voices in FP&A. He is 1 of only 35 US-based Microsoft MVPs in Excel. More than 13,000 finance professionals have attended his live training programs and workshops, and 250,000-plus have taken his LinkedIn Learning courses on Excel, FP&A, and financial modeling. He advises Fortune 500 and mid-market companies on building finance teams and processes, serves as an adjunct professor in data analytics at the Jones Graduate School of Business at Rice University, and teaches driver-based budgeting, rolling forecasts, and bridge analysis. He previously presented a Velixo session on generative AI in FP&A.
Natasha Sabelli, CPA. Natasha is Velixo’s Finance Evangelist. A CPA based in Montreal, she works with controllers, FP&A leaders, and CFOs on how technology can make finance teams’ day-to-day work easier, with a focus on finance, Excel, and ERPs. She is known for taking topics that feel technical or “that’s just how we’ve always done it” and making them clearer and more useful. At Velixo she produces webinars, tutorials, and worked examples built around the real problems finance teams face.