Agenda at a Glance

Please note that the agenda is organized by “Main Stage” for the first part of the day with keynotes and panels for all attendees, followed by lunch, AI Solution Showcase sessions, and themed “Breakout Master Class” rooms that you can pick and choose from to design your own agenda.

March 17
6:00 AM - 7:00 AM
Golf Invitational Breakfast & Registration Open

Presented by
7:00 AM - 12:00 PM
Golf Invitational shotgun start

Presented by
12:00 PM - 1:00 PM
Golf luncheon and awards

Presented by
1:00 PM - 6:00 PM
Event Registration open
3:00 PM - 4:00 PM
Speaker Reception with AI Agent & Copilot Programming Committee Board & Microsoft Executives
4:00 PM - 6:00 PM
Welcome Reception & Ribbon Cutting
4:30 PM - 5:15 PM
Keynote Fireside Chat: How to Have a Legendary Career in a Post-AI World
- Bob Evans
  Founder, Cloud Wars
- Christopher Lochhead
  Best-Selling Author, Category Pirates
- John Siefert
  CEO, DCI & Cloud Wars

March 18
7:00 AM - 5:00 PM
Registration Open
7:00 AM - 8:30 AM
Breakfast
8:30 AM - 9:15 AM
Keynote: How AI Agents are Defining the Future, With Microsoft VP of AI Agents Ray Smith
- Ray Smith
  VP, AI Agents, Microsoft
9:15 AM - 9:30 AM
Keynote Fireside Chat with Microsoft Partner Alithya
- Jason Wickman
  CE & Digital Microsoft Practice, Alithya
- John Scandar
  SVP, Microsoft Practice, Alithya
Harnessing AI to Unlock Greater Value From Your Business Applications
9:30 AM - 10:00 AM
From Board Members to Staff, How to Set Organizational Priorities for AI Success
- Kirstie Tiernan
  Board of Directors, BDO
10:00 AM - 10:15 AM
Coffee Break & Networking
10:15 AM - 10:45 AM
Building AI Literacy
- Prashant G. Bhoyar
  AI Architect-Office of CTO, AIS
10:45 AM - 11:15 AM
How Agents & Copilots are Redefining the Value of Dynamics 365
- Cecilia Flombaum
  Sr. Director Scale Growth - Business Applications, Microsoft
11:15 AM - 12:00 PM
Industry AI Panel: How Industry-Centric AI Use Cases are Accelerating Innovation and Streamlining Supply Chains
- Suvajit Basu
  Award-winning CIO
- S. David Brown
  CIO, National Power
- Tom Gerdes
  CIO, The Heico Companies LLC
- Kenny Mullican
  CIO, Paragon Films, Inc
- Tony Uphoff
  CEO, Pipeline360
12:00 AM - 12:30 PM
How PriceSmart Executive Leadership Aligns Business and Tech Strategy Around AI
- Francisco Velasco
  EVP & Chief Legal Officer
- David Price
  EVP & Chief Transformation Officer
- Wayne Sadin
  EVP & CIO at PriceSmart
12:30 PM - 1:30 PM
Luncheon and Networking on Show Floor
1:30 PM - 2:00 PM
AI Copilot Solution Showcase: 30-Minute Partner-Led Innovation Sessions
- Solution Showcase: Ludia Consulting
- Solution Showcase: Data Courage
- Solution Showcase: C5 Insight
- Solution Showcase: sa. global
- Solution Showcase: Leapwork
- Solution Showcase: MCA Connect
2:00 PM - 2:45 PM
Creating a data strategy & framework for AI readiness
- Mike Bassani
  Biz Apps Product and Engineering, Microsoft
- Michael Simms
  VP Data & AI, Columbus
Masterclass: Room 1: AI Data Readiness
2:45 PM - 3:00 PM
Coffee Break & Networking
Masterclass: Room 1: AI Data Readiness
3:05 PM - 3:50 PM
Transforming Your Data Estate into a Goldmine with MS Fabric
- Nancie Calder
  Global D365 CE Practice Lead Exec, Avanade
- Will Hawkins
  Lead AI Engineer & Founder, RitewAI
Masterclass: Room 1: AI Data Readiness
3:50 PM - 4:05 PM
Coffee Break & Networking
Masterclass: Room 1: AI Data Readiness
4:10 PM - 4:55 PM
Quantifying the Value of AI: Metrics that Matter for Business Impact
- Kanwal Khipple
  CEO, 2toLead
Masterclass: Room 1: AI Data Readiness
2:00 PM - 2:25 PM
Unlocking Cognitive AI: Transforming Business Operations with MS Copilot
- Raul Rodriguez
  Vice President, Woxsen University
Masterclass: Room 2: Using Agents & Copilots in D365 Business Central
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 2: Using Agents & Copilots in D365 Business Central
2:40 PM - 3:25 PM
Copilot Studio: Build Your Own Copilot Connected to Business Central (No PhD Needed!)
- AJ Ansari
  COO, DSWi
Masterclass: Room 2: Using Agents & Copilots in D365 Business Central
3:25 PM - 3:40 PM
Coffee Break & Networking
Masterclass: Room 2: Using Agents & Copilots in D365 Business Central
3:40 PM - 4:25 PM
Is Copilot Enough? Advancing AI in Business Central
- Kamil Karbowiak
  Managing Director, Data Courage
- Tristan Threlkeld
  Director of Sales and Partnerships, Data Courage
Masterclass: Room 2: Using Agents & Copilots in D365 Business Central
4:30 PM - 4:55 PM
Leverage AI and Copilot in Dynamics 365!
- Gino Pack
  Solutions Architect & Partner Success Mgr, Innovia Consulting
Masterclass: Room 2: Using Agents & Copilots in D365 Business Central
2:00 PM - 2:25 PM
Getting Started With Copilot in Power Platform
- Eric Flamm
  Consultant, Flamm Consulting
Masterclass: Room 3: Using Agents & Copilots in Power Platform
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 3: Using Agents & Copilots in Power Platform
2:40 PM - 3:25 PM
6 Keys to Empowering Digital Innovation Using Microsoft's Power Platform
- Victor Dantas
  Director, Eyedeas
Masterclass: Room 3: Using Agents & Copilots in Power Platform
3:25 PM - 3:40 PM
Coffee Break & Networking
Masterclass: Room 3: Using Agents & Copilots in Power Platform
3:40 PM - 4:05 PM
Harnessing AI-Powered Assistance in Enterprise Solutions: The Future of Work with Microsoft Copilot
- Scott LeFante
  Director, Ludia Consulting
Masterclass: Room 3: Using Agents & Copilots in Power Platform
4:10 PM - 4:55 PM
Empowering Business Transformation with Copilot Studio and Power Platform
- Senthamil Selvan
  Power Platform Consultant, Acumant
Masterclass: Room 3: Using Agents & Copilots in Power Platform
2:00 PM - 2:25 PM
Copilot and Your Data - Boost Productivity with SharePoint Agents
- Eric Overfield
  CIO, Creospark
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
2:25 PM - 2:35 PM
Coffee Break & Networking
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
2:35 PM - 3:00 PM
Leveraging Copilot in Microsoft Teams for Real World Impact
- Maddy Dahl
  Training & Adoption Specialist, RSM
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
3:00 PM - 3:25 PM
Microsoft Copilot: From Experimentation to Habits for Daily Use
- Molly Rupert-Sullivan
  Global Adoption Lead - Microsoft Copilot & Gen AI, Accenture
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
3:25 PM - 3:40 PM
Coffee Break & Networking
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
3:40 PM - 4:05 PM
Creating a Copilot Center of Excellence
- Geoff Ables
  Managing Partner, C5 Insight
- Tricia Desso-Cox
  Managing Director, C5 Insight
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
4:10 PM - 4:35 PM
Extending M365 Copilot with Copilot Studio
- Dag Calafell
  Director, Technology Innovation, MCA Connect
- Drew Clark
  Presales Solution Architect, MCA Connect
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
4:35 PM - 5:00 PM
Empowering Sales Team with Copilot for Sales
- Lorenzo Zuin
  Sr Developer Dynamics & Power Platform Expert, Light Reply
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
2:00 PM - 2:25 PM
Copilot Case Studies: Profiles in Transformation
- Geoff Ables
  Managing Partner, C5 Insight
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
2:40 PM - 3:25 PM
Master Class on Building AI Agents and Copilots with Copilot Studio
- Dewain Robinson
  Principal Program Mgr, Microsoft
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
3:25 PM - 3:40 PM
Coffee Break & Networking
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
3:40 PM - 4:05 PM
Empowering Businesses with AI Agents: Harnessing Microsoft Copilot & Azure AI Foundry
- Samiullah Khan
  Senior Practice Manager AI & IoT, AlphaBOLD
- Brian Ashbrook
  Director of Business Applications, AlphaBOLD
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
4:10 PM - 4:55 PM
Empower Your Enterprise: Building an AI Copilot for Operations
- Chris Savage
  CTO, The Henson Group
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
2:00 PM - 2:25 PM
Integrating Copilot in Your Business the Right Way: A Responsible AI Playbook
- Marie Wiese
  CEO, Marketing Copilot
Masterclass: Room 6: Responsible AI & Cybersecurity
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 6: Responsible AI & Cybersecurity
2:40 PM - 3:25 PM
AI and Security, Legal Challenges & Policy Considerations
- Corey Hlavacek
  Information Security Officer, envista
- Nathan Bensch
  VP, Microsoft Enterprise Services, envista
Masterclass: Room 6: Responsible AI & Cybersecurity
3:25 PM - 3:40 PM
Coffee Break & Networking
Masterclass: Room 6: Responsible AI & Cybersecurity
3:40 PM - 4:05 PM
How the Autonomous GenAI Communication Protocol Optimizes Explainability, Traceability
- Arpit Gupta
  CTO, Actionable Analytics Group
Masterclass: Room 6: Responsible AI & Cybersecurity
4:10 PM - 4:55 PM
What Does Copilot Know about Me and My Data
- Cole Haddock
  Solutions Architect , Vanguard
- Sebastian Sieber
  Director of Product Development, proMX
Masterclass: Room 6: Responsible AI & Cybersecurity
5:00 PM - 7:00 PM
Cocktail and Dinner Reception on Show Floor
5:30 PM - 6:00 PM
Fireside Chat with Marshall Toplansky & Bob Evans
- Marshall Toplansky
  The Innovation Professor, Argyros School of Business and Economics, Chapman University
- Bob Evans
  Founder, Cloud Wars

March 19
7:00 AM - 9:00 AM
Registration Open
7:00 AM - 8:30 AM
Breakfast
8:30 AM - 9:00 AM
AI + the Cloud: The Business Reimagination Machine With Bob Evans
- Bryan Goode
  CVP, Business Applications, Microsoft
- Bob Evans
  Founder, Cloud Wars
9:00 AM - 9:15 AM
Keynote Fireside Chat with sa.global CEO Stephen James
- Stephen James
  CEO, sa.global
- John Siefert
  CEO, DCI & Cloud Wars
9:15 AM - 9:45 AM
Presenting the AI Use Case: How to speak the Language of the C-Suite and Board of Directors
- Diane Gardner
  Independent Advisor, Two Pillars Asset Mgmt
9:45 AM - 10:15 AM
When to Build Agents in Copilot Studio vs Azure AI Foundry
- Prashant G. Bhoyar
  AI Architect-Office of CTO, AIS
- Dewain Robinson
  Principal Program Mgr, Microsoft
10:15 AM - 10:30 AM
Coffee Break & Networking
10:30 AM - 10:45 AM
Artificial Intelligence for Authentic Inclusion
- Shayna Robinson
  CEO, Circle of Friends
10:45 AM - 11:15 AM
Co-Creating Agents and Copilots with Vixxo and Microsoft Partner
- Lucas Dias
  Managing Partner, Ludia Consulting
- Bobby Hunnicutt
  VP IT, Vixxo
11:15 AM - 11:30 AM
Fireside Chat: Data Innovation Profile
- Miyoshi Tokuno
  Director of Data Control, Mad Engine
- Michael Simms
  VP Data & AI, Columbus
11:30 AM - 1:00 PM
Luncheon and Networking on the Show Floor
1:00 PM - 1:25 PM
Image Tagging AI Case Study: A Customer Story
- Miyoshi Tokuno
  Director of Data Control, Mad Engine
- Michael Simms
  VP Data & AI, Columbus
Masterclass: Room 1: Data Modernization with AI
1:25 PM - 1:40 PM
Coffee Break & Networking
Masterclass: Room 1: Data Modernization with AI
1:40 PM - 2:25 PM
Using Copilot Agents to Chat with Your Structured and Unstructured Data
- Mitchell Matthews
  AI Functional Lead, Crowe LLP
- Jack Fallon
  AI Transformation Consultant, Crowe LLP
- Zach Bernstein
  AI Transformation Senior Consultant, Crowe LLP
Masterclass: Room 1: Data Modernization with AI
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 1: Data Modernization with AI
2:40 PM - 3:05 PM
Maximizing Retention and ROI with Fabric AI for Churn Prediction
- Zain Baquar
  Lead Technical Consultant, HSO
- Asad Mahmood
  Vice President, Data Analytics, HSO
Masterclass: Room 1: Data Modernization with AI
3:10 PM - 3:55 PM
Grounding Copilot with Your Data: Harnessing the Power of Graph Connectors and Plugins
- Kanwal Khipple
  CEO, 2toLead
Masterclass: Room 1: Data Modernization with AI
1:00 PM - 1:25 PM
Copilot and D365 Finance and Supply Chain
- Jason Greene
  Digital Principal, BDO
Masterclass: Room 2: Using Agents & Copilots in D365 Finance & Operations/SCM
1:25 PM - 1:40 PM
Coffee Break & Networking
Masterclass: Room 2: Using Agents & Copilots in D365 Finance & Operations/SCM
1:40 PM - 2:40 PM
Activate Analytics and AI with Dynamics 365 Finance and Operations Data
- Khushhal Garg
  Sr Cloud Solution Architect, Microsoft
Masterclass: Room 2: Using Agents & Copilots in D365 Finance & Operations/SCM
2:40 PM - 2:55 PM
Coffee Break & Networking
Masterclass: Room 2: Using Agents & Copilots in D365 Finance & Operations/SCM
2:55 PM - 3:20 PM
Conversational AI for Order Tracking Using Dynamics 365 Finance & Supply Chain Management
- Corey Bakhtiary
  Sr Director Strategy & Innovation, Argano LLC
Masterclass: Room 2: Using Agents & Copilots in D365 Finance & Operations/SCM
3:25 PM - 3:55 PM
Accelerating Data Migration with GenAI for ERP
- Jim Bretschneider
  Executive Vice President, HSO
- Asad Mahmood
  Vice President, Data Analytics, HSO
Masterclass: Room 2: Using Agents & Copilots in D365 Finance & Operations/SCM
1:00 PM - 1:25 PM
Build stuff in Power Platform with Copilot
- Lorenzo Zuin
  Sr Developer Dynamics & Power Platform Expert, Light Reply
Masterclass: Room 3: Using Agents & Copilots in Power Platform
1:25 PM - 1:40 PM
Coffee Break & Networking
Masterclass: Room 3: Using Agents & Copilots in Power Platform
1:40 PM - 2:25 PM
5 Game-Changing Use Cases: Leveraging AI Models in Power Platform Solutions
- Mary Myers
  Chief Maximizer, WorldMax
Masterclass: Room 3: Using Agents & Copilots in Power Platform
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 3: Using Agents & Copilots in Power Platform
2:40 PM - 3:05 PM
RAG Models How to Design and Build Usable Generative AI Bots
- Alex Drozd
  VP of Partnerships, Sparkhound
- Matt Meyer
  Director-Technology Evangelist, Sparkhound
Masterclass: Room 3: Using Agents & Copilots in Power Platform
3:10 PM - 3:55 PM
AI Builder in Action: Smart Contract Automation with AI and Power Platform
- Zach Bernstein
  AI Transformation Senior Consultant, Crowe LLP
- Jack Fallon
  AI Transformation Consultant, Crowe LLP
- Mitchell Matthews
  AI Functional Lead, Crowe LLP
Masterclass: Room 3: Using Agents & Copilots in Power Platform
1:00 PM - 1:25 PM
Let's Talk M365 Copilot Adoption, Armanino's M365 Cosmic Copilot Adventure
- Gina Montgomery
  Director of AI, Analytics & Automation, Armanino
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
1:25 PM - 1:40 PM
Coffee Break & Networking
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
1:40 PM - 2:25 PM
Prompt Engineering Across Domains with Copilot for M365
- Anupama Natarajan
  Data and AI Consultant, Pearl Innovations Limited
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
2:25 PM - 2:40 PM
Coffee Break & Networking
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
2:40 PM - 3:05 PM
How AI Revolutionizes the Sales & Marketing Function
- Marie Wiese
  CEO, Marketing Copilot
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
3:10 PM - 3:55 PM
10 Things I Wished I Knew Before Rolling Out Microsoft Copilot
- Sebastian Sieber
  Director of Product Development, proMX
Masterclass: Room 4: Using Agents & Copilots in M365 Modern Work
1:00 PM - 1:25 PM
Step Into the Future: Copilot Agents
- Geoff Ables
  Managing Partner, C5 Insight
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
1:25 PM - 1:40 PM
Coffee Break & Networking
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
1:40 PM - 2:25 PM
Copilot Studio Best Practices and Use Cases
- Dewain Robinson
  Principal Program Mgr, Microsoft
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
2:25 PM - 2:40 PM
Coffee Break & Networking
2:40 PM - 3:05 PM
Building a Chatbot? Should You Go with Copilot Studio, Azure OpenAI Service, or Custom GPT?
- AJ Ansari
  COO, DSWi
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
3:10 PM - 3:55 PM
The Fusion of Azure AI and Microsoft’s Technological Ecosystem
- Senthamil Selvan
  Power Platform Consultant, Acumant
Masterclass: Room 5: Building Agents & Copilots in Copilot Studio & Azure AI Foundry
4:00 PM - 4:30 PM
Closing Keynote: United Nations’ Lambert Hogenhout: How to Survive AI as Companies and Humans
- Lambert Hogenhout
  Chief Data & AI

AI Agent & Copilot Summit NA

March 17-19, 2025

Hilton La Jolla Torrey Pines, San Diego, CA

©2025 Dynamic Communities. All Rights Reserved.