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Christian
Martinez
Senior Manager Finance Transformation
Ramp
Christian Martinez is a Finance Senior Manager, AI for Finance professor, and author of Smart Finance: Leveraging AI for Enhanced Financial Planning and Analysis. He has trained more than 20,000 CFOs and finance leaders in applying AI to finance through educational programs, online courses, and industry events. With over a decade of international experience across the Netherlands, Australia, and Mexico, Christian leads global finance analytics and transformation initiatives, overseeing teams that deliver advanced analytics solutions across 20+ markets. Recognized with multiple industry awards, he is passionate about helping finance professionals leverage AI, data, and technology to drive strategic business impact.
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09 September 2026 09:00 - 10:00
Forecasting with Microsoft Copilot in Excel: Tips & tricks for your finance team
Many finance professionals using Excel on a daily basis for forecasting are making it harder than it needs to be. By leveraging Microsoft Copilot, correctly, forecasting can be a breeze, made easier by the AI. This hands-on Microsoft Copilot + Excel Forecasting session is a favorite among Christian Martinez’s thousands of followers, built specifically for Finance teams to speed up forecasting cycles, reduce manual model-building, and unlock capabilities most Copilot users haven't discovered yet. In an hour, you’ll learn: - Data structure fundamentals: How to set up your workbooks (tables, naming conventions, layout) so Copilot can actually understand and work with your financial data. - A prompt library for FP&A: Tested prompts for common forecasting tasks: building assumptions, running scenarios, trend analysis, variance flags, and more, so you're not starting from a blank cursor. - Python in Excel, no coding required! How to tap into one of the most underused features in Excel to run more sophisticated forecasting logic, using Copilot as your translator between plain English and Python. - Visualizing forecasts: Turning raw forecast outputs into charts and dashboards your leadership team will actually want to look at, all generated through Copilot