AI Summit NA 365 Leadership Summit

Description and Learning Objectives:
The 365 Leadership Summit brings together business leaders and change influencers for a day of executive-level learning focused on AI, digital transformation, and the future of work. Through strategic sessions, real-world case studies, and networking with peers and industry experts, attendees will gain practical insights for aligning technology investments with business goals, accelerating innovation, and leading their organizations through the AI era with confidence.

By attending this full-day preconference, you’ll:

  • Learn from real-world AI and digital transformation successes and setbacks
  • Understand how to approach AI adoption, governance, and change management
  • Align technology investments with business outcomes
  • Connect with forward-thinking business and technology leaders
  • Gain actionable strategies you can apply immediately

A few things to know:

  • This preconference requires a separate registration over and above your AI Agent & Copilot Summit registration
  • Breakfast and lunch will be provided for all attendees
  • The preconference will conclude before the opening reception

Program & Target Attendees:Designed for decision-makers rather than power users, the 365 Leadership Summit is ideal for executives, technology leaders, and change champions responsible for or influencing digital transformation initiatives.Date: Tuesday, March 30th
Location:Gaylord Pacific Convention Center, San Diego
Timing:8:00 AM – 5:00 PM
Details:Breakfast and lunch included
Cost:Regular rate: $599

Agenda

8:00AM

1 session

9:00AM

1 session

10:00AM

2 sessions

11:00AM

1 session

12:00PM

1 session

1:00PM

1 session

1:30PM

1 session

2:00PM

2 sessions

3:00PM

2 sessions

4:00PM

1 session

Tuesday 30 March · 8:00 AM

Registration & Networking Breakfast

Tuesday 30 March · 9:00 AM

[Keynote] The Advantage Isn't AI: How Frontier Firms Are Becoming Impossible to Catch

Most organizations are still trying to “add AI” to existing processes. That’s a
good start, but it won't get you to the final destination. AI doesn’t just
automate steps, it fundamentally replaces the need for the workflow itself.

In this keynote, we’ll break down three core business processes - meetings,
sales, and project management - and show how AI is already transforming
each from a multi-step, human-coordinated workflow into an intelligent,
continuously operating system.

This is not future-state thinking. These changes are happening now and can
be applied to most work processes. The question isn’t whether to adopt AI -
but whether you are willing to rebuild how your business actually works.

Speaker

  • Geoff Ables CEO, Microsoft MVP at C5 Insight

Tuesday 30 March · 10:00 AM

Beyond the Pilot: Roadmapping for the AI Era

Many organizations are experimenting with AI, but few have a clear roadmap
for how AI will support their business goals over the next 12-36 months.
Without a coordinated strategy, AI initiatives can become disconnected from
broader digital transformation efforts, limiting their long-term impact.

In this session, you'll learn how to create an integrated digital transformation
roadmap that aligns AI initiatives with business priorities, governance,
technology, and workforce adoption. Attendees will leave with a practical
framework for prioritizing investments, balancing quick wins with long-term
planning, and building the organizational foundation needed to scale AI and
deliver sustainable business value.

Speakers

  • Emily Boiteau Practice Lead, Business Analysis & PMO at C5 Insight
  • Malcolm McAuley Microsoft Solutions Practice Lead, C5 Insight

Tuesday 30 March · 10:00 AM

The Real ROI of Copilot: The 5 Levels of AI Business Value

Most organizations measure Copilot ROI by asking a simple question: How
much time did we save? While efficiency matters, it represents only the first
of five levels of AI business value. Organizations realizing the greatest returns
are also measuring improvements in quality, capability, employee enablement,
organizational performance, and strategic advantage.

Drawing on Microsoft research, real-world customer case studies, and
lessons learned from Copilot deployments, this session introduces a practical
framework for measuring AI success. Learn how leading organizations
benchmark outcomes, identify high-value use cases, track adoption, and build
the governance, roadmap, and continuous improvement processes needed to
transform short-term productivity gains into lasting business impact.

Speaker

  • Traci Winter Sr Director, Business Consulting at C5 Insight

Tuesday 30 March · 11:00 AM

AI at Scale: Governance, Adoption, and Leadership in the Agentic Era

Tuesday 30 March · 12:00 PM

Lunch Roundtables & Networking

Tuesday 30 March · 1:00 PM

The State of Digital Adoption: Why Some Organizations Succeed with AI While Others Struggle

Drawing on original C5 Insight research, Microsoft research, and real-world
customer experiences, we'll explore why some organizations consistently
realize value from digital projects like AI while others fail to gain traction.

Learn what the most successful organizations do differently, where
transformation efforts commonly stall, and which leadership, cultural,
governance, and operational practices have the greatest impact on adoption.
You'll leave with practical insights you can apply immediately to accelerate
adoption and improve business outcomes.

Speaker

  • Malcolm McAuley Microsoft Solutions Practice Lead, C5 Insight

Tuesday 30 March · 1:30 PM

Lessons from the Front Lines of Digital Transformation (Feat. 2027 Good LUCK Digital Transformation Award Winner)

What separates organizations that successfully transform from those that
struggle to gain traction? Join us for a candid fireside chat with the recipient
of the 2027 Powered by LUCK Award as they share their digital transformation
journey, lessons learned, obstacles overcome, and the leadership decisions
that made the difference.

From AI and automation to culture, governance, and change management,
you'll gain practical insights that can help accelerate transformation in your
own organization.

Speaker

  • Traci Winter Sr Director, Business Consulting at C5 Insight

Tuesday 30 March · 2:00 PM

The Transformation Operating System: How Leading Organizations Sustain AI Momentum

Most organizations treat AI and digital transformation as projects with a
beginning and an end. The most successful organizations don't. They build
systems for continuous learning, governance, adoption, innovation, and
improvement that keep transformation moving long after implementation is
complete.

In this session, you'll learn how leading organizations sustain momentum,
avoid common transformation pitfalls, and create the organizational
capabilities required for long-term success. Through practical examples and
proven frameworks, we'll explore how Centers of Excellence help
organizations accelerate adoption, govern change, continuously improve, and
turn technology investments into lasting business value

Speaker

  • Geoff Ables CEO, Microsoft MVP at C5 Insight

Tuesday 30 March · 2:00 PM

Rebuilding the Sales Organization with AI: How Copilot and Agents Are Transforming Revenue Teams

Sales teams have had a love-hate relationship with CRM systems for decades. Sellers spend valuable time entering data, often at the expense of selling. AI is changing that reality.

Today's Copilot and AI agents do more than assist sellers. They can research prospects, qualify leads, summarize customer interactions, recommend next steps, and automate administrative work.

In this session, we'll explore how leading organizations are redesigning revenue processes around AI using Microsoft's latest capabilities. Through practical examples and demonstrations, you'll learn where AI delivers the greatest impact, how sales processes are evolving, and what leaders should do now to prepare for the future of revenue operations.

Speaker

  • Sharon Stevens Account Manager at C5insight

Tuesday 30 March · 3:00 PM

AI Readiness: Preparing Your People, Data, and Processes for Success

AI can accelerate transformation, but it can also expose and amplify
problems that have been hiding in plain sight. Outdated content, siloed
information, inconsistent processes, unclear governance, and limited change
readiness can quickly undermine even the most promising AI initiatives.

Learn how leading organizations prepare their people, data, and operations
before scaling AI, and discover the practical steps that improve adoption,
reduce risk, and increase business value.

Speaker

  • Malcolm McAuley Microsoft Solutions Practice Lead, C5 Insight

Tuesday 30 March · 3:00 PM

The Integrated Digital Enterprise: What Happens When Everything Finally Works Together

In this fast-paced, demo-driven session, we'll showcase what becomes
possible when Microsoft 365, Dynamics 365, Power Platform, Copilot, and AI
agents work together as a single digital ecosystem. Through a series of
connected, real-world business scenarios, you'll see how information flows
seamlessly across the organization, how AI assists and automates work, and
how integrated systems enable faster decisions, better experiences, and
stronger business outcomes.

Most importantly, you'll discover how much of this capability may already be
within reach using the Microsoft technologies you own today. Along the way,
we'll briefly highlight the governance, data, adoption, and readiness
foundations required to turn this vision into reality.

Speaker

  • Emily Boiteau Practice Lead, Business Analysis & PMO at C5 Insight

Tuesday 30 March · 4:00 PM

[Panel] From Experimentation to Transformation: Lessons from Organizations at Every Stage of the AI Journey

Organizations are at very different stages of their AI journey. Some are just
beginning to train and enable users. Others are redesigning business
processes, governing AI programs, and managing portfolios of AI agents. Join
leaders from Financial Services, Manufacturing, AEC/Professional Services,
and other industries as they share candid lessons from the front lines of
transformation.

While every organization follows its own path, common patterns consistently
emerge. Through this interactive panel discussion, you'll hear what worked,
what didn't, where organizations often get stuck, and the leadership,
governance, and adoption practices that help turn experimentation into
lasting business value.

Speaker

  • Traci Winter Sr Director, Business Consulting at C5 Insight
Registration

This registration is exclusively for the 365 Leadership Summit Preconference.

Please complete the form below if you:

  • Already have an AI Agent & Copilot Summit All-Access Pass and want to register for the preconference.
  • Want to purchase access to the preconference only at this time.

Need an All-Access Pass? Register for the AI Agent & Copilot Summit here.

Name(Required)
Latest Posts
Ads
Categories
  • No categories