Agenda

(Updated Often)

March 17
7:00 AM - 12:00 PM
AI Agent & Copilot Invitational Golf Tournament at Torrey Pines

Sponsored by
8:00 AM - 11:30 AM
AI Agent & Copilot Pickleball Tournament at Hilton Torrey Pines
10:00 AM - 5:00 PM
AI Kickstart Preconference

7-Hour education program designed for business & technology leaders that want a primer to understand AI fundamentals before the Summit. Separate registration is required.
Learn More
12:00 PM - 2:00 PM
Golf & Pickleball Awards Luncheon
5:00 PM - 8:00 PM
Opening Reception & Dinner

Sponsored by
5:30 PM - 5:45 PM
Fireside Chat
- Bob Evans
  Founder, Cloud Wars
Sponsored by
5:45 PM - 6:00 PM
Creator Capitalist with Christopher Lochhead
- Christopher Lochhead
  Best-Selling Author, Category Pirates
6:00 PM - 6:45 PM
Agent 365
- Ray Smith
  VP, Autonomous Agents at Microsoft

March 18
7:00 AM - 8:30 AM
Breakfast & Networking
8:30 AM - 8:45 AM
Welcome and Fireside Chat
8:45 AM - 9:30 AM
Microsoft Keynote
- Dona Sarkar
  Chief Troublemaker Copilot & AI Extensibility at Microsoft
9:30 AM - 9:45 AM
Industry Accelerator Use Case
- Michael Fisher
  CIO
- Carl Spackman
  CFO at Copper Bolt
9:45 AM - 10:00 AM
Coffee Break
10:00 AM - 10:05 AM
AI Innovation Burst
- Thomas Van Dorpe
  AI Solutions Architect at Cegeka
- Cheryl Morgan
  Solution Architect at Cegeka
10:05 AM - 10:10 AM
AI Innovation Burst
- Mason Whitaker
  President at Volt Technologies
10:10 AM - 10:45 AM
AI Impact Assesment Framework Panel
- Jim McCarthy
  COO at Vixxo
- CJ Combs
  Sr Artificial Intelligence Business Consultant at Columbus Global
- Derek Neighbors
  Chief Technology Officer - AI at Vixxo
- AJ Ansari
  Chief Operating Office at DSWi
10:45 AM - 11:00 AM
Industry Accelerator Use Case
- Shahebazkhan Pathan
  Technical Project Manager at Vintners Distributors Inc
- S. David Brown
  Director of Business Technology & Operations at National Power
11:00 AM - 11:15 AM
Coffee Break
11:15 AM - 11:45 AM
From Future Proof to Future Agile
- Craig Jahnke
  Principal Solutions Engineer at Microsoft
- Dewain Robinson
  Principal Solution Architect - CAT at Microsoft
11:45 AM - 12:00 PM
Industry Accelerator Use Case
- Zach Hudson
  M365 Engineer at Lindsay Corporation
- Michelle Francis
  Sr. System Analyst at Lindsay Corporation
12:00 PM - 1:00 PM
Luncheon & Networking
1:00 PM - 1:30 PM
AI Agent & Copilot Summit Showcases
1:40 PM - 2:10 PM
The New ERP Era — Marrying Business Central with AI-First Thinking
- Shawn Dorward
  Vice President at sa.global
Masterclass: Agents & Copilot in D365 BC
1:40 PM - 2:10 PM
Copilot Studio 101 & Implementation Guide
- Tim Horgan
  Sr. Solution Engineer at Microsoft
- Dewain Robinson
  Principal Solution Architect - CAT at Microsoft
Masterclass: Copilot Studio
1:40 PM - 2:10 PM
Enterprise‑Grade Agents: Governance, Security & Lifecycle in Copilot Studio
- Johnny Lopez
  Principal SE at Microsoft
Masterclass: Governance & Access Control/Agent 365
1:40 PM - 2:10 PM
Microsoft Foundry Agent Service 101
- Prashant G Bhoyar
  AI Architect - Office of CTO, AIS at AIS
Masterclass: Azure AI Foundry
1:40 PM - 2:10 PM
Executive's Guide to Rolling Out M365 Copilot
- Eric Newell
  CEO at Stoneridge Software
Masterclass: M365 & Work IQ
1:40 PM - 2:10 PM
Real-World Strategies for Scaling AI Agents and Copilot in CRM
- Sissy Bottcher-Abbasi
  CRM Architect at Avanade
- Sandra Valdivia
  Solution Architect at Avanade
Masterclass: Redefining Sales & Customer Service with Agents
2:20 PM - 2:50 PM
Child Agents, Instructions, and Descriptions: A New Way of Building
- Dewain Robinson
  Principal Solution Architect - CAT at Microsoft
Masterclass: Copilot Studio
2:20 PM - 2:50 PM
Accelerate Business Central with Copilot Studio agents and MCP Server
- TBA
Masterclass: Agents & Copilot in D365 BC
2:20 PM - 2:50 PM
Secure and govern Microsoft 365 Copilot + Agents
- Funtrol Ready
  Sr Digital Solution Engineer at Microsoft
Masterclass: Governance & Access Control/Agent 365
2:20 PM - 2:50 PM
From Chaos to Copilot: Readying Your Tenant for Responsible AI
- Aaron Murphy
  AI Tech Lead - Financial Services
- Cole Haddock
  Solutions Architect at Vanguard
Masterclass: M365 & Work IQ
2:20 PM - 2:50 PM
Integrating the AI Landscape
- Kent Weare
  Principal Product Manager at Microsoft
Masterclass: Azure AI Foundry
2:20 PM - 2:50 PM
Agentic CX Unlocked: A Deep Dive into Agents in Dynamics 365 Sales
- Kumari Priyanka Wadiar
  Senior AI Business Solution Engineer at Microsoft
Masterclass: Redefining Sales & Customer Service with Agents
3:00 PM - 3:30 PM
Autonomous Agents in Action
- April Dunnam
  Power Platform Advocate at Microsoft
Masterclass: Copilot Studio
3:00 PM - 3:30 PM
Azure AI Foundry: Turning Ideas into Intelligent Agents at Scale
- Dag Calafell
  Director, Technology Innovation at MCA Connect
Masterclass: Azure AI Foundry
3:00 PM - 3:30 PM
The Agentic Sales Funnel
- Justin Coaxum
  Technical Sales Director at Microsoft
Masterclass: Redefining Sales & Customer Service with Agents
3:00 PM - 3:30 PM
Extending Microsoft 365 Copilot: A Practical Guide to Declarative Agents
- Mohamed Derhalli
  Lead Architect at Cyclotron
Masterclass: M365 & Work IQ
3:00 PM - 3:30 PM
Agent 365: The Operating System for AI Workforce Management
- Mandar Zope
  AI Practice Director at Cambay Solutions
- Dustin Willard
  Director, Global Microsoft Alliances at Cambay Solutions
Masterclass: Governance & Access Control/Agent 365
3:00 PM - 3:30 PM
Unlocking AI in Business Central: How MCPs Transform SMB Operations with Intelligent Automation
- Mason Whitaker
  President at Volt Technologies
Masterclass: Agents & Copilot in D365 BC
3:30 PM - 3:45 PM
Coffee Break
3:45 PM - 4:15 PM
Fast-Track Copilot Studio & Business Central Integration with MCP: The Good, The Bad, and How-To
- AJ Ansari
  Chief Operating Office at DSWi
Masterclass: Agents & Copilot in D365 BC
3:45 PM - 4:15 PM
Leverage AI Foundry and Fabric and Data Agents for your Customers
- Kamil Karbowiak
  CEO at Data Courage
Masterclass: Azure AI Foundry
3:45 PM - 4:15 PM
AI Interoperability for Contact Centers: MCP in Dynamics 365
- Beth Burrell
  Global Black Belt Solution Engineer at Microsoft
- Vinoth Balasubramanian
  Principal Program Manager at Microsoft
Masterclass: Redefining Sales & Customer Service with Agents
3:45 PM - 4:15 PM
The Agent PMO - Governance Without Gridlock
- Kanwal Khipple
  CEO at @2toLead
Masterclass: Governance & Access Control/Agent 365
3:45 PM - 4:15 PM
Orchestrating Work with Agent Flows in Copilot Studio
- April Dunnam
  Power Platform Advocate at Microsoft
Masterclass: Copilot Studio
3:45 PM - 4:15 PM
Commanding Copilot: From Chaos to Control in M365 Agent Governance & Spend
- Nathan Bensch
  VP, Enterprise Technology Solutions at enVista, LLC.
Masterclass: M365 & Work IQ
4:15 PM - 5:00 PM
Meetings and Networking
5:00 PM - 7:00 PM
Evening Reception
7:00 PM - 8:00 PM
Sponsor Dinners & VIP Receptions
7:00 PM - 8:00 PM
VIP Wine Tasting

Sponsored by

March 19
7:00 AM - 8:30 AM
Breakfast & Networking
8:30 AM - 8:45 AM
Welcome and Fireside Chat
8:45 AM - 9:15 AM
Microsoft Keynote
- Bas Brekelmans
  CTO Copilot Studio at Microsoft
9:15 AM - 9:45 AM
Redefining the Supply Chain with AI
9:45 AM - 10:00 AM
Coffee Break
10:00 AM - 10:30 AM
The AI ERP Revolution with Dynamics 365
- Swamy Narayana
  VP, Dynamics 365 Customer Experience Program (CXP) at Microsoft
10:30 AM - 10:40 AM
AI Industry Accelerator - Nandita Puri, Georgia Tech
- Nandita Puri
  Georgia Tech
10:40 AM - 10:50 AM
AI Industry Accelerator - Marc Kase, Altman Plants
- Marc Kase
  CIO at Altman Plants
10:50 AM - 11:00 AM
AI Industry Accelerator - Mark Miller, Steel Warehouse
- Mark Miller
  Business Systems Manager at Steel Warehouse
11:00 AM - 11:15 AM
Coffee Break
11:15 AM - 11:45 AM
Reskilling for Human Relevance Panel
- Jacquelyn Polanco
  Sales Administration Manager at Texas Disposal
- Will Hawkins
  Lead AI Engineer & Founder at RitewAI
- Gina Montgomery
  Director of AI, Automation & Analytics at Armanino
11:45 AM - 11:50 AM
AI Innovation Burst - Gina McBryan, DART
- Gina McBryan
  Business Data Analyst, Real Estate Finance at DART
11:50 AM - 11:55 AM
AI Innovation Burst - Krishna Raisinghani, Arcteryx
- Krishna Raisinghani
  FD&A Wholesale at Arcteryx
11:55 AM - 12:00 PM
AI Innovation Burst TBA
12:00 PM - 1:00 PM
Luncheon & Networking
1:00 PM - 1:30 PM
AI Agent & Copilot Summit Showcases
1:40 PM - 2:10 PM
Beyond Copilot: Driving Business Value and Automation with Agentic AI
- Nancie Calder
  Executive Customer Engagement Practice - Global at Avanade
- Will Hawkins
  Lead AI Engineer & Founder at RitewAI
Masterclass: Agentic Strategy
1:40 PM - 2:10 PM
Why MCP Servers Change the AI Game
- CJ Combs
  Sr Artificial Intelligence Business Consultant at Columbus Global
Masterclass: MCP Servers
1:40 PM - 2:10 PM
Update to Understanding Component Collections Vs Multi-Agent
- Dewain Robinson
  Principal Solution Architect - CAT at Microsoft
Masterclass: Copilot Studio
1:40 PM - 2:10 PM
AI as Threat Research Partner: Proactively Discovering Unseen Detection Opportunities
- Vaishali Papneja
  Senior Data & Applied Scientist at Microsoft
Masterclass: Governance & Access Control/Agent 365
1:40 PM - 2:10 PM
Agentic ERP with Dynamics 365 F&O MCP
- Tim Satrom
  Senior Solution Engineer at Microsoft
Masterclass: Agents & Copilot in D365 F&SCM
1:40 PM - 2:10 PM
How to Use Microsoft Fabric as Your AI-Ready Data Foundation
- Michael Simms
  VP - Data & AI at Columbus Global
Masterclass: Data and Fabric
2:20 PM - 2:50 PM
Bridging Strategy and Systems: Model Context Protocol for Business Leaders
- Brent Wodicka
  Chief Technology Officer at AIS
- Prashant G Bhoyar
  AI Architect - Office of CTO, AIS at AIS
Masterclass: MCP Servers
2:20 PM - 2:50 PM
From “Secure by Default” to “Secure by Design”: Governing Unstructured Data for Copilots & AI
- Ryan Britton
  Vice President of Client Engagement at The IQ Business Group
Masterclass: Governance & Access Control/Agent 365
2:20 PM - 2:50 PM
From Insight to Intuition: Designing Copilot Experiences that Understand People
- Gina Montgomery
  Director of AI, Automation & Analytics at Armanino
Masterclass: Agentic Strategy
2:20 PM - 2:50 PM
Multi-Agent AI Systems with Microsoft Foundry, Copilot Studio, Fabric, Microsoft Agent Framework
- Prashant G Bhoyar
  AI Architect - Office of CTO, AIS at AIS
- Dewain Robinson
  Principal Solution Architect - CAT at Microsoft
Masterclass: Copilot Studio
2:20 PM - 2:50 PM
30–60–90: Ship Your First (or Next) Production Copilot in F&O Fast
- Diego Araujo
  AI Architect at Fusion Flow Software
Masterclass: Agents & Copilot in D365 F&SCM
2:20 PM - 2:50 PM
Enhancing Data Quality for AI Success
- Aarohi Tripathi
  Senior Data Engineer at CVS Health
Masterclass: Data and Fabric
3:00 PM - 3:30 PM
Agentic AIs impact to Operating Models
- Michael Vasicek
  Partner at Kyndryl
Masterclass: Agentic Strategy
3:00 PM - 3:30 PM
Data Agents as Enterprise Knowledge Layer: Integrating Fabric, Copilot Studio, and Azure AI
- Awais Aslam
  Practice Manager, Data Engineering & Advanced Analytics at AlphaBOLD
Masterclass: Data and Fabric
3:00 PM - 3:30 PM
Building Conversational Workflows with MCP Prompts
- Chris Dew
  Popdock Product Manager at eOne Solutions
Masterclass: MCP Servers
3:00 PM - 3:30 PM
From Trust to Governance: AI Security for Frameworks Copilot Adoption
- Ankit Gupta
  Senior Security Engineer at Exeter Finance LLC
- Shilpi Mittal
  Lead Security Engineer at Tyson Foods Inc.
Masterclass: Governance & Access Control/Agent 365
3:00 PM - 3:30 PM
Prompt Crafting Masterclass: Unlocking Copilot Studio’s Full Potential
Masterclass: Copilot Studio
3:00 PM - 3:30 PM
Get Started with Model Context Protocol (MCP) on D365 F&O and Business Performance Analytics
- Thomas Van Dorpe
  AI Solutions Architect at Cegeka
Masterclass: Agents & Copilot in D365 F&SCM
3:45 PM - 4:15 PM
A Guide to Security Roles in AI Transformation (Implementation)
- Mark Polino
  Technical Consultant at eOne Solutions
Masterclass: Governance & Access Control/Agent 365
3:45 PM - 4:15 PM
From Spreadsheets to Strategy: How Finance(Accountants) can thrive with Copilot
- Dan Edwards
  Managing Director at Crowe LLP
Masterclass: Agents & Copilot in D365 F&SCM
3:45 PM - 4:15 PM
Copilot in Your Pocket: Bringing Copilot and Agents to the Edge of Work
- S. David Brown
  Director of Business Technology & Operations at National Power
Masterclass: Copilot Studio
3:45 PM - 4:15 PM
AI Copilot for Sales & Academic Excellence: Hands-on with Microsoft Fabric
- TBA
Masterclass: Data and Fabric
3:45 PM - 4:15 PM
Accelerating Sales & Field Service with Copilot Studio Agents
- Ray Beste
  Principal AI Strategist at Sikich
Masterclass: Agentic Strategy
3:45 PM - 4:15 PM
Optimizing Copilot Performance with MCP and Remote Code Execution
- Sahib Sawhney
  Senior AI Developer at RSM US LLP
- Chris Boose
  Solution Architect/Developer at RSM US LLP
Masterclass: MCP Servers
4:15 PM - 5:00 PM
Closing Reception: Using Gen AI for Business Model Formulation & Innovation
- Thales Teixeira
  Professor at UCSD

AI Agent & Copilot Summit NA

March 17-19, 2026

Hilton La Jolla Torrey Pines, San Diego, CA

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