David Fortin, CPA

Sharpshooter
DISC Type : DC

LinkedIn Learning Instructor at LinkedIn

Québec, Quebec, Canada

Overview

David Fortin is a Microsoft MVP, CPA, and international keynote speaker who specializes in teaching Microsoft Copilot and Excel. With a background in corporate finance, he helped lead a $30M venture capital fundraising round and a major company exit. He is a LinkedIn Learning instructor and a graduate of Université Laval.

Originally from Saguenay, Quebec, David is a self-proclaimed "big gamer, " an interest that aligns with his past role as a budget analyst at Ubisoft. He is known for bringing a dynamic, fun, and energetic personality to his professional training, aiming to make complex topics engaging and accessible for everyone.

Attendees of his workshops and viewers of his content frequently describe his teaching style as dynamic, entertaining, engaging, and creative.

Personality Overview

Rigorous & Demanding

Thorough Evaluator

Fast But Analytical

They put a lot of effort into ensuring personal success.  They are less concerned about the product and more about its potential impact. They prefer to move quickly, and expect the same from others.

Topics They Care About

Microsoft Copilot
As a Microsoft MVP and full-time instructor, he creates courses, YouTube videos, and keynote speeches focused on using Copilot for professional productivity.
AI for Professionals
His core focus is training business professionals in finance, HR, and operations to practically apply AI tools to save time and improve their daily workflows.
Advanced Excel
Leveraging his CPA and FP&A background, he teaches advanced Excel skills, connecting his past corporate experience with his current role as an educator.

Media Appearances

David has no verified media appearances

Work History

5-2025
LinkedIn Learning Instructor at LinkedIn
2-2024
David Fortin - Microsoft Copilot Instructor (David Fortin on YouTube) at David Fortin (formerly Piggy Bank Accountant)
9-2020 - 8-2023
Manager FP&A / Gestionnaire Financial Planning & Analysis at Poka Inc.
3-2019 - 9-2020
Budget Analyst / Analyste Budgétaire at Ubisoft Quebec City
8-2017 - 2-2019
Senior Associate at PwC

Education

2015 - 2016
Diplôme d'études supérieures spécialisées from Université Laval
2013 - 2015
Baccalauréat from Université Laval

More Information

Social Presence :

Prographics :

Exp : 9 Location : Québec, Quebec, Canada Job Level : N/A Designation : LinkedIn Learning Instructor at LinkedIn
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Insights For Selling To David

During A Call Or A Meeting

DO's

  • Get to the point quickly instead of spending time doing small talk
  • Speak about competitive differentiation that your product offers
  • Help them weigh the risks by sharing objective proof points without becoming too analytical

DONT's

  • Avoid being a storyteller and don’t try to oversell
  • Don't try too hard to forge relationships with them
  • Don’t take too much time in sending them information if they ask for any

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with David is

  • Conviction around the impact matters the most to them, followed by a sense of achievement and ROI.
  • Will you ever get a clear answer from David

  • If they decide not to use your product, they will say no clearly.

Insights For Deal Planning

    How fast (or slow) will David move?

  • If convinced, they can reach decisions quite fast.
  • Can David take some risk or not?

  • They do not shy away from taking risks, but can be quite binary about them.

You And David

Personality Compatibility


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