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Session Description In this session, David will cover how Microsoft Copilot can be useful for your teams. With lots of hype around the topic, David uses his contagious energy and his CPA background to democratize what you can really do with Microsoft Copilot. David will show you a few use cases on how to use Copilot, including how to do high level data analysis, how to write complex excel formulas in a second and also how to use Copilot Chat to save precious hours at work. Speaker David Fortin Founder at Piggy Bank Accountant YouTube Channel: / @piggybankaccountant Timestamps 00:00 Welcome, energy check, and event thank-yous 02:26 Session agenda: from financial statement summaries to agents 04:11 Copilot versions explained: free vs. Microsoft 365 vs. paid 08:11 Prompt framework: Goal, Context, Expectation, Source 09:47 Copilot in Excel (free rollout) and quick analytics in the pane 13:41 Paid app skills in Excel: formulas, pivots, and automations 17:33 Researcher Agent: plan your entire week in minutes 21:32 Excel Agent Mode: build a 3-statement model in 96 seconds 25:41 Q&A highlights: finance workflows, integrations, and next steps Learn more about CFO Connect CFO Connect is a free global network for finance leaders in high-growth, tech-savvy companies. Members get access to exclusive events, expert discussions, and high-value finance content. Apply to join the community: https://www.cfoconnect.eu/en/join-us/ Subscribe to our newsletter: https://www.cfoconnect.eu/en/resources Follow us on LinkedIn: / cfoconnect