Date

Jul 16, 2025

Time

11:00 am - 01:00 pm

Location

Microsoft

5 Wayside Rd.
Burlington, MA 01803

Envision Live at Microsoft Headquarters in Burlington, Massachusetts!

Join us for an exclusive, in-person event at the Microsoft offices, where Envision's experts show you how to implement Microsoft Copilot within Professional Services Organizations. As the demand for AI-driven productivity continues to grow, PSOs have a unique opportunity to harness Copilot to streamline operations, enhance client delivery, and empower their workforce.

This session will dive deep into proven strategies for implementing Copilot across consulting, legal, accounting, marketing, and other knowledge-based firms. We’ll cover real-world use cases, governance considerations, and tools to drive user adoption and maximize ROI. 

Lunch will be provided and attendees can join in a fun AI game for a chance to win a Microsoft Surface!

Whether you're just starting to evaluate Copilot or looking to expand its impact, this event will provide actionable guidance and peer-driven insights to support your AI transformation journey.

Key Takeaways:

  • Practical steps for Copilot readiness and deployment in PSOs
  • Accelerated onboarding and adoption of Copliot
  • Understanding operational efficiency and cost savings
  • Improved client delivery and differentiation
  • Emphasizing data-driven decision making
  • Real use cases tailored to client service delivery teams

Who should attend:

This event is ideal for business and technology leaders within Professional Services Organizations who are exploring or actively planning Copilot adoption. Roles include:

  • CIOs, CTOs, and IT Directors
  • HR Directors
  • Practice Leads and Managing Partners
  • Digital transformation and innovation leaders

     

     

     

     

Whether you're leading strategy, managing technology, or driving user adoption, this session will equip you with the knowledge and insights needed to leverage Copilot across your organization.

Spaces are limited—secure your seat to be part of this forward-thinking conversation!

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Agenda:

11:00-11:45: Presentation on Copliot adoption and rollout for professional services organizations

11:45-12:15: Lunch

12:15-12:45: AI game to win a Microsoft Surface

12:45-1:00: Closing remarks and Q&A

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Event Sponsored by Ingram Micro

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Join us for Rollout & Adoption of Copilot!

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Speaker Bio

Todd Knapp, CEO

Todd has been providing IT services nationally for over 25 years and draws inspiration and insight from participation in a wide range of executive boards and industry associations. He has an extensive background in strategic planning and implementation of business technology solutions, and founded his firm Envision Technology Advisors. As a presenter, Todd speaks throughout the country on a variety of technology and business topics including: Modern Workplace, Digital Transformation, Cybersecurity, and Evolving Digital Culture to fit the Modern Workforce. 

In his free time, Todd works with several non-profits and is also an avid sailor, wood worker, and scuba diver.