SBS Institute Webinar: Pre-Flight Check: Leveraging Copilot for Financial Institutions

  July 8, 2025  |    2:00-3:30 PM  |   Member: $179 or Non Member: $199

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 Microsoft Copilot’s capabilities across platforms and use cases, highlighting how financial institutions can unlock value while staying secure and compliant.

Topics Covered:

• Understand AI fundamentals and their business implications
• Implement AI governance and risk management
• Explore Microsoft Copilot capabilities
• Develop a strategic Copilot deployment plan