August 18, 2026 @ 2 - 3PM (ET), Zoom

Boosting FP&A Productivity with Generative AI

Live Webinar

This session introduces generative AI as a hands-on productivity tool for FP&A professionals. Explore how tools like Claude, Microsoft Copilot and Velixo Intelligence in Excel can improve and accelerate routine tasks, from building formulas and financial models to generating assumptions, conducting analysis, producing status updates and dashboards, and preparing commentary. Hosted by Microsoft MVP, Carl Seidman.

Can’t make it live? Every registrant receives full access to session recordings and materials.

Most FP&A teams don’t need more hours. They need fewer hours spent on work that was never worth their judgment.

Nobody got into FP&A to rebuild the same formula for the fifth time, chase down another assumption, or reformat a dashboard nobody reads twice. But that’s where the time goes, work that isn’t hard, just endless, eating the hours that should go to the analysis only a person can do.

Generative AI won’t build your forecast or replace your judgment. But it can clear everything in front of it (the setup, the formulas, the first draft of the commentary) so your expertise shows up where it actually counts.

What We’ll Cover in 60 Minutes:

Building formulas and financial models faster with Claude, Copilot, and Velixo Intelligence in Excel
Generating assumptions and input drivers instead of building them line by line
Running analysis, status updates, and dashboards with AI support
Drafting clearer commentary and narrative reporting

Who Should Attend:

FP&A analysts and managers who spend significant time in Excel
Finance professionals building forecasts, models, or recurring reporting packages
Anyone curious about using AI tools without handing over their judgment or expertise
Teams evaluating whether tools like Claude or Velixo Intelligence belong in their workflow

Your Host:

Carl Seidman, 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.