Seattle, WA

Governance Track

Monday 9:00 AM - 5:00 PM · Room 435-436

SharePoint: Zero to Hero

Tamara Bredemus

Tamara Bredemus

The nexus between IT and the business

If you are new to SharePoint, this is your workshop. We will start at the beginning with, “What is this thing you call SharePoint?” and then go step-by-step to “Now I can build basic business solutions.” Everything we do during this session will be in SharePoint Online, but also works for On-Premises environments. No Code.

Here’s what we will cover:  1.            What is SharePoint 2.            Getting around SharePoint 3.            How to build and use a solution for your business needs 4.            Discover what metadata is and how it can help 5.            How to make sure the right people have the right access to the right things at the right time 6.            Create a one-stop-shop with a custom page

At the end of this workshop, you will have the information needed to create simple solutions using the tools provided by SharePoint without waiting for IT to build it for you. Buckle up. We’ve got a lot to cover.

Tuesday 9:00 AM - 5:00 PM · Room 423-424

Information Architecture (IA) for Enterprise AI

Austin Govella

Austin Govella

Head of UX, Synozur

Michelle Caldwell

Michelle Caldwell

Chief Executive Officer – Michelle is a workplace experience leader with over 25 years of experience delivering transformative solutions to diverse organizations powered by Ethical AI

Preparing enterprise content to enhance and support enterprise AI

As AI explodes across enterprises, organizations face a dilemma on how to best leverage AI, improve its effectiveness, and drive real value for the organization. In this workshop, you will learn about the different types of AI in the enterprise and how to organize, structure, and label enterprise content corpuses to ensure AI can best leverage existing content, support and enhance business processes, and generate new content and knowledge that enhances employee productivity.

Tuesday 9:00 AM - 12:30 PM · Room 435-436

How to Effectively Manage and Govern Your Power Platform Service

Daniel Christian

Daniel Christian

YouTuber | MVP |MCT | Solutions Architect

In this workshop you will learn how to effectively manage and govern your Power Platform environment with a focus on maintaining control, ensuring compliance, and optimizing resources. This session will cover:

  1. Controlling and Monitoring Copilot: Learn best practices for governing AI capabilities like Copilot, ensuring responsible use while enhancing productivity.
  2. License and Capacity Management: Understand how to track and allocate licenses, monitor usage, and optimize capacity to meet organizational needs.
  3. App and Workflow Creation Control: Explore strategies for managing app and workflow development, enforcing governance policies, and empowering users within boundaries.

This workshop is perfect for administrators, governance leaders, and IT professionals looking to maintain a well-managed and secure Power Platform environment.

Tuesday 1:30 PM - 5:00 PM · Room 442

Agents run amuck! Governing & Securing your agents in M365

Antonio Maio

Antonio Maio

Protiviti - Managing Director & Enterprise Architect

Mark Rackley

Mark Rackley

Director Microsoft Practice @ Protiviti

Copilot Studio Agents, Declarative Agents, SharePoint Agents, Copilot Studio use rights agents? Every day, there's another agent and another way for your users to create them. It can quickly turn into a nightmare for your organization trying to make sure these agents are secured and governed correctly. There is hope though! Join this 1/2 day workshop and learn:

  • Where agents are deployed and how to find them
  • What are the capabilities of these agents and what do they have access to?
  • How do control the creation of agents
  • What are the licensing requirements for creating the various agents
  • How to protect sensitive data
  • Self Service Management
Wednesday 10:20 AM - 11:30 AM · Room 442

I've Got Microsoft Purview!... Now What?

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

When Microsoft Purview is discussed with organizations, it is usually in the context of Information Protection or Records Management. Sometimes, both are known as being part of Purview. But in reality, Microsoft Purview is so much more than just either of these features. Purview is a suite within the Microsoft 365 platform and provides several services to organizations that understand the power of the toolset.

Join David as he highlights, defines, and describes the many features of Microsoft Purview. You'll come away with a working knowledge of Purview and it's many parts. He'll explain the intended use of each feature and provide you with the knowledge you need to answer the question, now what?

Wednesday 10:20 AM - 11:30 AM · Room 447-448

Getting Started with M365 Copilot

Michelle Gilbert

Michelle Gilbert

Principal Cloud Solution Architect, Copilot for M365, Microsoft

Dive into the future of productivity with this exciting session on Getting Started with M365 Copilot! This is designed to introduce you to the innovative features of Microsoft 365 Copilot, transforming the way you work and collaborate.

In this session, you'll discover how M365 Copilot can assist you in drafting emails, generating reports, and summarizing documents with ease. Learn how Copilot Chat can enhance your communication by providing real-time assistance, answering queries, and offering intelligent suggestions during your conversations.

During this session, you'll: • Explore the key functionalities of M365 Copilot and Copilot Chat. • See live demonstrations of how these tools can streamline your daily tasks. • Gain insights from experts on maximizing your productivity with these features.

Whether you're a seasoned professional or new to Microsoft 365, this session will equip you with the knowledge and skills to leverage these powerful tools effectively. Don't miss out on the opportunity to revolutionize your workflow and boost your efficiency!

Wednesday 11:40 AM - 12:50 PM · Room 421-422

Mastering Metadata in SharePoint Online: Unlocking the Power of SharePoint Premium

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

Metadata in SharePoint Online is essential for efficient content management and retrieval. Entering metadata manually is a simple and powerful way to start organizing your content. However, as the complexity and volume of content grow, this approach becomes difficult to manage. This session will guide you through transitioning from basic metadata management in SharePoint Online to leveraging the advanced features of SharePoint Premium.

We will explore scenarios for choosing SharePoint Premium, focusing on the use case of managing legal documents. Learn how this advanced capability can streamline content management by automatically populating metadata fields, reducing manual entry, and minimizing errors. Discover how SharePoint Premium can enhance document accuracy and compliance, ultimately improving the efficiency of your legal operations. We will also discuss the one-to-many relationship of Matters to Cases and how to manage various content types including Contracts, Pleadings, Affidavits, Legal Briefs, Discovery Documents, Court Orders, Case Files, and Correspondence.

Wednesday 11:40 AM - 12:50 PM · Room 447-448

Real-World Microsoft 365 Governance in the Age of AI

Eric Krusi

Eric Krusi

Regional Director, Solution Engineering at AvePoint

Timothy Boettcher

Timothy Boettcher

AvePoint, SVP, Digital Workplace Strategy

In a time where everyone is expected to innovate faster, deliver more value, and do it all under tight budget constraints, effective governance is more critical than ever. Microsoft is at the forefront of driving this innovation with their Copilot “GenAI-as-a-Service” offering along with create your own custom agents with Copilot Studio & Azure AI Foundry. However, these benefits are not without their challenges including:

· Ensuring AI doesn’t expose sensitive data to those who should not have access to it

· Improving data quality to ensure AI returns accurate answers

· Balancing operational costs while embracing innovation

Join us for a deep dive into best practices for governing Microsoft 365 in this new world of AI & Copilots. We’ll explore some of the tools that Microsoft makes available, while also pointing out some of the gaps. Whether you’re facing complex compliance requirements, struggling with data sprawl, or simply looking for ways to do more with less, this session will provide the real-world strategies needed to thrive in today’s AI-driven landscape.

Wednesday 2:00 PM - 3:10 PM · Room 435-436

Agents run amuck! Governing your agents in M365

Mark Rackley

Mark Rackley

Director Microsoft Practice @ Protiviti

Copilot Studio Agents, Declarative Agents, SharePoint Agents, Copilot Studio use rights agents? Every day, there's another agent and another way for your users to create them. It can quickly turn into a nightmare for your organization trying to make sure these agents are secured and governed correctly. There is hope though! Join this fast-paced session and learn:

  • Where agents are deployed and how to find them
  • What are the capabilities of these agents and what do they have access to?
  • How do control the creation of agents
  • What are the licensing requirements for creating the various agents
Wednesday 2:00 PM - 3:10 PM · Room 443-444

Transforming Public Sector with Microsoft 365 and Power Platform: Lessons from the City of Seattle

Dan Lewis

Dan Lewis

Digital Transformation Leader | Driving Innovation, Empowering People

Public sector organizations face unique challenges when modernizing IT services, from navigating complex governance requirements to ensuring scalability for diverse teams. In this session, explore how the City of Seattle leveraged Microsoft 365 and Power Platform to transform collaboration, streamline processes, and enhance operations for a workforce of over 10,000 employees.

Whether you work directly in the public sector or support public sector clients, this session will provide practical strategies and actionable tools to drive meaningful change. Learn how to address public sector-specific obstacles—such as compliance, governance, and accessibility—while achieving scalability, user adoption, and operational excellence.

In this presentation, you will learn:

  1. How the City of Seattle modernized collaboration and automation services using Microsoft 365 and Power Platform to enhance efficiency and service delivery.
  2. Strategies to tackle unique public sector transformation challenges, including governance, compliance, and accessibility.
  3. Scalable best practices for driving user adoption and operational success with Microsoft 365 and Power Platform in government and large organizations.
Wednesday 3:20 PM - 3:40 PM · Solution Stage

Build a Secure & M365 Copilot-ready Data Environment

Timothy Boettcher

Timothy Boettcher

AvePoint, SVP, Digital Workplace Strategy

For years, organizations have struggled with information sprawl, file oversharing, and poor data management in collaborative spaces like Teams, SharePoint, and file shares. Now, GenAI tools like Microsoft 365 Copilot are exposing these long-standing challenges, making strong data governance a critical first step in securing data and ensuring Copilot readiness. Without clear structures, access controls, and permissions, AI surfaces these issues – amplifying risk, eroding trust, and halting adoption.

In this session, you’ll learn practical governance strategies to secure your Microsoft 365 collaborative environment while enabling effective Copilot and GenAI use. We'll cover best practices for collaborative information architecture, data inventory, workspace-based RBAC, and external sharing management, along with key steps to prepare your content for Copilot while maintaining security and compliance.

Attendees will also receive a starter template to jumpstart their Copilot and content governance strategy.

Thursday 11:40 AM - 12:50 PM · Room 437-439

Enhancing Communication and Collaboration through Customized Search Experiences

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

In SharePoint Online and Microsoft Teams, we are building a flat hierarchy through separate site collections or Teams and creating connections through hub site relationships. This supports organizational change, cleaner permission models, and so much more but can prove challenging when you want to centralize a subset of content across these site collections.

Join us as we explore different approaches for centralizing your content in this modern decentralized world. You will leave with scenarios and best practices for how to structure and deliver content throughout your tenant.

What we'll cover: -Understanding the hub site structure and search scopes -Using the content type gallery for consistent information architecture -Centralizing content through search experiences (including Modern PnP search web part and search verticals) -Ways to limit content from appearing in search

Thursday 11:40 AM - 12:50 PM · Room 442

You Have Sensitive Information. Now Let's Protect It.

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

Every organization has data considered sensitive to its business, employees, or even the industry it exists within. As a result, protecting its data has become a priority for many organizations worldwide. Microsoft provides several tools for identifying sensitive information within the organization and protecting it from being provided to sources that should not have it.

In this session, we'll cover features and processes such as Microsoft Purview Information Protection (MPIP), Data Loss Prevention (DLP), and more to help you protect your organization's sensitive information from leaving your control and falling into the hands of those who should not have it.

Thursday 2:00 PM - 3:10 PM · Room 442

Cleaning Up the BI Mess: A Roadmap to Effective Reporting Governance

Marius Moscovici

Marius Moscovici

Metric Insights, CEO

When it comes to BI Governance, everyone talks a good game, but very few deliver the goods. Instead, most organizations present their users with reporting systems that are littered with obsolete, duplicative, and unused reports. BI analysts waste countless hours building reports that overlap with existing content, and everyone becomes frustrated by the lack of BI usage due to ineffective reporting governance. In this webinar, we will present a roadmap for cleaning up this mess to create an effectively governed reporting ecosystem. You will learn:

  1. Why most governance efforts are half-measures, doomed to failure
  2. The key steps to cleaning up your BI Environment
  3. Example ways to govern your reporting portfolio:
  • Identifying report duplicates
  • Removing obsolete and overlapping reporting
  • Publishing clean reporting in a catalog enriched with metadata
  • Alerting report creators when they create new reports that appear to duplicate existing reporting
Thursday 4:00 PM - 5:10 PM · Room 421-422

IT Pro meets Microsoft Purview Data Lifecycle and Records Management

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

This session will explain Data Lifecycle and Records Management in Microsoft Purview from an IT-Pro's perspective. With compliance concerns on the rise in the modern workplace, Compliance teams are reaching out to their IT-Pro partners for assistance. This is unfamiliar territory for many IT-Pros, so this session is designed to help clear the path forward. It covers topics like: • Recommendations for mapping a retention schedule into a "software-friendly" Purview File Plan • Using automation to apply retention labels to your content • Using scopes to scale and meet complex retention requirements • SharePoint and Teams architecture impacts • Understanding what configurations can't (easily) be changed after-the-fact

To reinforce the topics, Joanne will discuss the skills IT-Pros should bring to the table when working with their Compliance team partners.

Thursday 4:00 PM - 5:10 PM · Room 432

Deploying M365 to Solve Business Problems

Joy Apple

Joy Apple

The Joy of SharePoint - Microsoft MVP & Modern Work Strategist

Microsoft 365, including Copilot, Teams, SharePoint, Exchange, and more, offers a full suite of tools to solve business problems. But how do we know we're addressing the right problems? "Ship it and forget it" is no longer viable (if it ever was). We must define successful deployment, ensure solutions truly address business needs, and build trust with stakeholders.

This session will explore:

  • Addressing Shadow IT consequences
  • IT as a service framework
  • Business engagement
  • Holistic requirements gathering
  • Defining success
  • Embracing continuous improvement

Join Joy to learn how a Human First approach can maximize your tech skills and ensure effective M365 deployment.

Thursday 4:00 PM - 5:10 PM · Room 340-342

Delivering a Scalable, Secure Data & AI Platform

Jaap Van Dijke

Jaap Van Dijke

Lead Technical Consultant, HSO

Jack Tawil

Jack Tawil

Data & AI Consultant, HSO

AI isn’t magic—it’s powered by data. But most organizations struggle to make that data usable, scalable, and secure enough to activate real AI value. This session explores how to design and implement a modern data platform that enables AI across both structured and unstructured data types.

We’ll break down best practices for architecting data estates that are flexible, governed, and AI-ready—leveraging Microsoft Fabric and Azure as reference platforms. Whether you're operating in a single cloud, hybrid, or multi-cloud environment, the principles and approaches shared are broadly applicable and grounded in real-world use cases.

By the end of this session, you’ll walk away with a blueprint for activating AI in your business, while maintaining enterprise-grade scale, security, and performance.

Key Takeaways • Design a future-ready data foundation that scales securely across structured and unstructured data for AI activation. • Leverage Microsoft Fabric and Azure to unify data, simplify governance, and accelerate time-to-insight. • Apply proven best practices to implement a scalable, secure, and AI-ready platform—regardless of your cloud environment.

Friday 10:20 AM - 11:30 AM · Room 421-422

Microsoft Purview Compliance – Tales from the Trenches

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

Joanne Klein

Joanne Klein

Microsoft 365 Independent Consultant

As more and more of an organization's data is stored within the cloud, controlling the amount of data can be daunting. Administrators and compliance professionals are being called on to support content management to ensure it is protected and maintained throughout its data lifecycle.

Joanne and David have assisted organizations for years and helped many enterprises design and build compliance solutions using Microsoft Purview from the ground up. In this session, they'll discuss critical topics organizations should consider when implementing Records Management and Information Protection controls. They will also cover common pitfalls affecting the organization on its compliance journey.

Friday 10:20 AM - 11:30 AM · Room 432

Teams First Information Architecture and Governance

Peter Carson

Peter Carson

President

When planning out or updating a Microsoft 365 implementation, SharePoint is still important, but it really needs to start with Teams, and then the underlying SharePoint structure for a big part flows out of that. It's not just answering planning questions, but also ensuring that everyone understands that Teams is much more than a meeting and chat platform.

Topics we'll cover in this session include:

Introducing a maturity model on how organizations leverage Teams, SharePoint, Email, and OneDrive Level setting on how they work together Understanding the differences between Standard, Private, and Shared Channels, and the underlying SharePoint site collections Where do standalone Communication and Team Sites fit into the Teams and SharePoint structure Guests versus B2B Direct Connect in Teams, and external sharing in SharePoint Open source scripts and Power BI dashboards to inventory and analyze your file shares, SharePoint on-premises, and SharePoint Online Answering the question - what does a Team and a Channel represent in my organization MindJet as a tool for planning your IA Commercial and open-source solutions for implementing your IA Real-world scenarios and case studies

Friday 10:20 AM - 11:30 AM · Room 437-439

Navigating Communication Channels in Microsoft 365 for Meaningful Engagement

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

Microsoft 365 offers a suite of powerful tools to support communication including Viva Engage, Microsoft Teams, Viva Amplify, Viva Connections, and SharePoint Online which can transform how organizations communicate and collaborate. Navigating these channels to ensure the right message reaches the right audience at the right time requires strategic planning. Join this session to delve deep into the better practices for leveraging Microsoft 365 communication tools.

Backed by comprehensive user research, this session will provide actionable strategies for determining what-to-use-when, ensuring your messages are delivered through the most appropriate channels for your outcome objectives. We will explore the nuances of each tool, from the community-building strengths of Viva Engage to the collaborative power of Microsoft Teams, the broad reach of Viva Amplify, the seamless integration of Viva Connections, and more structured information management in SharePoint Online. We will address the critical aspect of managing responses and fostering ongoing engagement. Learn how to cultivate meaningful interactions and maintain productive communication flows within your organization.

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