The AI upskill: Unlocking CoPilot and CoWork to their full potential

After his popularity at the 2026 ANZ CFO Summit, we're bringing David back by popular demand. From our 2026 CFO Report, we found that 73% of finance leaders use AI every week, but most still can't demonstrate its value. The gap isn't enthusiasm, it's execution. Join CPA and Microsoft MVP David Fortin as he shows you exactly how to get your numbers board-ready in Excel using Copilot, then turn them into a polished presentation using Copilot Cowork - live, from start to finish.

Date

May 19, 2026

Time

10:00AM Sydney / 12:00PM Auckland

Location

Virtual

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The AI upskill: Unlocking CoPilot and CoWork to their full potential

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Meet your speaker

David Fortin, CPA & Microsoft MVP‍

The most-streamed guest at the ANZ CFO Summit 2026. Over 4 million YouTube views on Copilot. A background in FP&A for a venture-backed SaaS startup, and part of the team behind a successful exit valued at hundreds of millions. David builds workflows live, in front of an audience, using the tools finance teams actually have. If you were at the Summit, you know what to expect. If you weren't, this is your chance.

Want to revisit his 2026 ANZ CFO Summit session? Click here.

Who this is for and what you'll walk away with

CFOs and finance directors who present to boards

Learn how to go from raw numbers to a board-ready deck in minutes using Copilot in Excel and Copilot Cowork

FP&A professionals building models and forecasts

Learn how to build a loan calculator, sensitivity analysis, and SaaS budget template faster using Copilot in Excel

Finance managers new to Copilot

Get the prompting approaches that separate useful AI output from noise and a clear starting point

Anyone curious about what Copilot Cowork can actually do

See the full workflow live, from Excel model to finished presentation, and where Claude fits in alongside it

Grounded in what 200+ ANZ CFOs are actually doing

This session is part of Weel's 2026 CFO Report program, based on a YouGov survey of over 200 CFOs and senior finance leaders across Australia and New Zealand, fielded in early 2026.

The findings paint a clear picture: AI adoption has surged, with 73% of finance leaders now using it at least weekly, up from 41% last year. Nearly all are scaling or piloting tools and reporting positive outcomes. Yet only 35% can prove measurable ROI, and almost every finance team has overhauled their planning approach in the last 12 months.

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Download the report

About your host

David Fortin

CPA & Microsoft MVP

David Fortin is a Chartered Professional Accountant (CPA), a Microsoft MVP, and a LinkedIn Learning instructor. He shares practical insights on Microsoft Copilot on his YouTube channel, which has been viewed more than 4 million times. With a background in Financial Planning & Analysis (FP&A) for a SaaS startup, David was instrumental in raising $30 million in venture capital funding and played a key role in the company’s successful exit, valued at hundreds of millions. Known for his dynamic and energetic personality, David is passionate about helping people through his online courses.

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Damon Hauenstein

CFO/COO

Weel

Damon is a strategic leader with extensive experience in financial and operational management. He currently serves as CFO and COO at Weel, one of Australia’s fastest-growing fintech companies. He has been instrumental in the company’s growth, now processing over $500m in transactions annually, and works closely with finance teams at many non-profits across Australia.

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Any financial product advice that is provided in this material is general advice only and does not consider your objectives, financial situation or needs. You should consider the appropriateness of the advice, having regard to your objectives, financial situation and needs before acting on it.

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