M365 Copilot for Professional Services

Professional services meets aI-Powered Services

For professional services firms, AI offers powerful ways to streamline operations, deliver client value, and boost productivity. Microsoft 365 Copilot brings those capabilities directly into the tools your teams use every day, but unlocking its full potential takes more than just flipping a switch.

Join us for an exclusive webinar where Valorem Reply will showcase how to successfully implement M365 Copilot, focusing on establishing a strong and secure technical foundation, accelerating user adoption, and supercharging your business workflows with custom Copilot agents. You’ll also hear how other professional services firms are using Copilot to solve real business challenges and walk away with practical strategies to put Copilot to work in your organization.

Agenda

The Role of AI and Microsoft 365 Copilot in Professional Services
Information Security & Protection for Copilot
Strategies for Driving Copilot Adoption
Extending Copilot with Custom Agents

who should attend

Business leaders and professionals in:

Architecture, Engineering & Construction (AEC)
Accounting, Tax & Advisory
Legal Services
Management & Strategy Consulting
Technology & IT Consulting
Real Estate

Fill out the short form to reserve your spot!

Andrew Brower

Client Partner | Valorem Reply

Andrew brings nearly a decade of experience helping organizations harness the power of technology to drive innovation and business value. As a Client Partner for Professional Services at Valorem Reply, he leads with a strategic mindset and a passion for building lasting client relationships. He is committed to delivering cutting-edge solutions and guiding teams toward a culture of agility, excellence, and continuous improvement—helping clients achieve meaningful outcomes through modern digital tools.

Annie Lee

Manager, Adoption Change Management | Valorem Reply

Annie is a seasoned Adoption Change Management lead with expertise in driving adoption of Microsoft 365 Copilot across industries. With a proven track record of designing and executing Copilot implementation frameworks, Annie has empowered organizations to unlock productivity through organizational use case discovery, adoption strategy creation, comprehensive user engagement and enablement, and true thought partnership. With this, Annie has become a trusted advisor for organizations navigating AI digital transformation.

Bill Feldker

Senior Manager | Valorem Reply

Bill is a Senior Manager at Valorem Reply, bringing extensive expertise implementing M365 solutions and SharePoint Development. With a strong background as a Manager, Team Lead, and Architect across a wide range of business applications, Bill is particularly focused on Microsoft 365 and modern development frameworks. His specialties include Microsoft 365, Microsoft 365 Copilot, Copilot Studio Agents, SPFx development, and the Microsoft Power Platform, where he continues to drive innovative, enterprise-level solutions.

microsoft 365 copilot for professional services

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Professional services meets aI-Powered Services

Agenda

who should attend