Practical GenAI for FP&A: Using Copilot to Accelerate Modeling and Analysis

FP&A expert Carl Seidman, CPA has spent years helping finance teams work faster in Excel without cutting corners. In this hands-on masterclass, Carl shows how generative AI can be applied practically inside everyday FP&A workflows.

Using real-world examples rooted in Excel, Carl demonstrates how tools like Microsoft Copilot can accelerate common FP&A tasks — from building formulas and financial models to generating assumptions, conducting analysis, and preparing management commentary. Viewers will see how generative AI can reduce manual effort, streamline end-to-end workflows, and surface clearer insights.

About the speakers

Carl Seidman, CSP, CPA's profile picture
Carl Seidman, CSP, CPA
Founder, Seidman Financial
Carl Seidman, Principal, is a highly sought-after senior corporate finance leader and authority in financial planning & analysis (FP&A), turnaround/ restructuring, and finance transformation. He advises Fortune 500 corporations and middle-market companies, helping establish effective FP&A practices, processes, and teams. At the same time, he supports financial professionals, positioning them for greater control over their careers by helping build their competence and confidence while eliminating time-wasting activities and mistakes. Carl is 1 of only 35 US-based Microsoft MVPs in Excel. His FP&A development methodologies and curriculum have been implemented by professional services firms and leading organizations as part of their financial leadership development programs (FLDPs) for top talent and emerging leaders. More than 13,000 corporate finance professionals globally have attended his training programs, workshops, and seminars. 250,000+ professionals have taken part in his 6 LinkedIn Learning courses, the only FP&A-centric courses on the platform. Carl is a Certified Public Accountant (CPA) has earned other professional credentials, including the CIRA, CFF, CFE, CGMA, AM, CSP, and Certified Anaplan Model Builder. He lives in Metro Chicago with his family.