Free Excel Training for Nonprofit Finance Teams, Featuring Microsoft MVP Carl Seidman
On May 20, nonprofit controllers, CFOs, and finance directors get a full day of CPE-eligible training on budgeting, month-end close, and audit readiness on ERP reporting with Excel, all at no cost.
If you work in nonprofit finance, you already know the deal: do more with less, close the books faster, satisfy auditors, keep the board informed, and somehow still find time to actually improve your processes. Training budgets? Those are usually the first thing cut.
That’s exactly why we built Future in Focus 2026: Excel Your Budgeting, Close, and Audit Readiness for Nonprofits. A free, full-day virtual conference on May 20, 2026, from 10:30 AM to 4:00 PM ET, designed specifically for nonprofit finance leaders who are ready to level up their Excel reporting skills.
And we’re bringing in someone special to help make it happen.
Carl Seidman: A Name Every Finance Professional Knows
If you’ve ever searched for Excel training in a finance context, you’ve almost certainly come across Carl Seidman. He’s a CPA, fractional CFO, adjunct professor at Rice University’s Jones Graduate School of Business, and one of only 35 Microsoft MVPs for Excel in the United States.
Carl has trained over 200,000 finance professionals through his live cohort programs, LinkedIn Learning courses, and corporate workshops. His client list reads like a Fortune 500 directory, companies like Walmart, Verizon, Deloitte, EY, KPMG, Spotify, and Discover have all tapped Carl to train their finance teams. His intellectual property is utilized or licensed by seven of the top global financial training companies.
In other words: Carl is one of the most sought-after Excel and FP&A trainers.
At Future in Focus 2026, Carl’s session is completely free.
We made this happen because we believe nonprofit finance professionals deserve the same caliber of training that Fortune 500 teams receive. Carl will deliver a hands-on, interactive session focused on the dynamic Excel techniques that matter most for financial reporting, budgeting, and analysis. You’ll walk away with practical skills you can apply to your nonprofit’s reporting workflows immediately.
What Else to Expect at Future in Focus 2026
Carl’s featured session is just one part of a packed day. The full conference is built around the three pillars that matter most to nonprofit finance teams heading into year-end and audit season:
Budgeting that works for nonprofits. Learn how to build collaborative, ERP-connected budgets in Excel that handle fund restrictions, multi-department input, and scenario planning without drowning in emailed spreadsheets and version control nightmares.
A faster, cleaner month-end close. See how live ERP-to-Excel integration eliminates the manual export-and-rebuild cycle that eats up days every month. When your data refreshes in real time, your close process gets faster and your numbers stay accurate.
Audit readiness from day one. Discover how to structure your Excel reports so they’re audit-ready by design with traceable data, consistent formatting, and the GAAP-compliant outputs your auditors expect. No more scrambling to reconstruct reports when audit season arrives.
Every session is led by people who’ve served as controllers and CFOs in the sector and know the unique reporting demands of fund accounting, net asset classification, grant compliance, and restricted revenue tracking.
Earn 4 CPE Credits*
Future in Focus 2026 is designed to qualify for Continuing Professional Education credits. That means the hours you invest in learning aren’t just valuable for your day-to-day work, they count toward your professional certifications too.
Why We’re Doing This
At Velixo, we work with nonprofit finance teams every day. We see firsthand how much these teams accomplish with limited staff, constrained budgets, and complex reporting requirements. We also see how much time gets lost to manual processes.
You’ll leave with skills, templates, and strategies you can use no matter what tools you have in place today. When your reporting is faster and more reliable, you have more time and credibility to advocate for the programs that matter.
Register Now – 100% Free
Registration is open now, but we expect strong interest especially for Carl Seidman’s session. Don’t wait until May to secure your spot. Join us on May 20, 2026 from 10:30AM – 4:00PM ET for our virtual conference, Future in focus 2026!
Can’t make it live? All registrants will receive full recordings from sessions.
*Information on CPE-Eligibility:
To earn 4 CPE credits, attendees must participate in the full virtual conference live on May 20, 2026, including all sessions. Zoom authentication is required at the time of the event for attendance tracking and credit validation. Attendees will select one of three ERP-specific tracks (Acumatica, Sage Intacct, or Business Central) and must attend both sessions within their chosen track. Partial attendance does not qualify for CPE credit.