Master Excel Copilot for FP&A in 60 Minutes with Carl Seidman
Speakers
Carl Seidman, Founder, Seidman Financial
Jaco Schoeman, Associate Director of Strategic Finance, Drivetrain
60:59Key takeaways
- Setting up and configuring Copilot in Excel to streamline FP&A workflows
- Use Data Functions using Copilot
- Build an FP&A data workflow with Power Query
- Use data analysis & insights to answer finance questions
- Automating reconciliation & variance tracking in Excel Copilot
- Copilot, AI, and What’s Next for Finance
Speaker spotlight
Carl Seidman
Founder, Seidman Financial
Carl Seidman is one of the most recognized voices in FP&A, advising Fortune 500 and mid-market companies on building high-performing finance teams, processes, and strategy. As one of only 35 Microsoft MVPs in Excel in the U.S., Carl has trained more than 13,000 corporate finance professionals worldwide through his acclaimed workshops and programs. He also serves as an adjunct professor in data analytics at Rice University and works as an FP&A advisor, fractional CFO, and management consultant across North America and Europe. A CPA and NACVA 40 Under Forty honoree, Carl brings unmatched expertise in financial planning, analytics, and leadership development.
Jaco Schoeman
Associate Director of Strategic Finance, Drivetrain
Jaco Schoeman is Associate Director of Strategic Finance with over a decade of hands-on finance experience in financial planning, budgeting, and FP&A system implementation. He spent over four years at Vena Solutions as Senior Services Solutions Manager, where he partnered with sales and services teams to scope projects, position FP&A solutions, and guide clients through software implementations. Before Vena, Jaco held finance and planning roles at Predator Ridge Resort, Caron Business Solutions, and BASF, where he managed commercial planning and forecasting cycles as Company Controller. At Drivetrain, Jaco writes about financial planning and budgeting best practices, FP&A software implementation strategies, and how finance teams can optimize their planning processes.
