Pre-Flight Check – Leveraging Microsoft Copilot for Financial Institutions

Microsoft Copilot is taking off — but is your institution ready? This session is designed for strategic thinkers and technical
operators at banks and credit unions who want to explore Copilot’s potential and put it to practical use. We’ll walk through
the essential steps to evaluate, justify, and deploy Copilot effectively, helping ensure a smooth and successful rollout.
Join us as we navigate the evolving AI landscape, from its historical roots to today’s real-world applications in daily
operations and long-term strategy. We’ll cover key considerations for AI governance and risk management, providing you
with the tools to develop practical policies and procedures. Finally, we’ll showcase Copilot’s capabilities across platforms
and use cases, highlighting how financial institutions can unlock value while staying secure and compliant.

This session will cover:
• AI fundamentals and their business implications
• AI governance and risk management
• Microsoft Copilot capabilities
• Developing a strategic Copilot deployment plan