Speaker – David Fortin – The Active Cell

SPEAKER

David Fortin

David Fortin is a Chartered Professional Accountant (CPA), a 2024 Microsoft MVP, and a LinkedIn Learning instructor. He runs Piggy Bank Accountant, a YouTube channel where he shares practical insights on Excel and Microsoft Copilot. With a background in Financial Planning & Analysis (FP&A) for a SaaS startup, David was instrumental in raising $30 million in venture capital funding. He played a key role in the company’s successful exit, valued at hundreds of millions. Known for his dynamic and energetic personality, David is all about helping people, which he does with his online Microsoft Copilot and Excel courses.

What sets David apart is his ability to make learning fun and engaging, bringing a unique energy to his videos that resonates with his audience.

DEC 2 | 11:10 AM - 12:05 PM

How People Actually Use Copilot in Excel (The Real World Version)

Most Copilot in Excel demos look great on stage and then fall apart the second you open your own messy spreadsheet. This session is the opposite of that.
We’re going to walk through how busy professionals are really using Copilot in Excel day to day. The stuff that saves you an hour on a Tuesday afternoon, not the stuff that only works on a perfect sample file.

Here’s what we’ll cover:

Starting simple with prompting in edit mode, so you know exactly what to type and what to expect back.
Then we go bigger and look at what happens when Copilot in Excel starts talking to the rest of your 365 apps. That’s where things get interesting.
We’ll also poke at a few Excel skills worth knowing for those repetitive tasks you keep doing manually.
And we’ll finish with Copilot agents in Excel, so you can hand off the tedious work and go do something better with your time.
By the end you’ll have a practical, no fluff picture of what Copilot in Excel can actually do for you.

Be ready to have fun!