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Upcoming Events

IT Leadership Roundtable: Making the case for Microsoft 365

8/21/2025 09:30 AM - 11:00 AM (CT)

Type: Live Webinar

Industry: Financial services

Service: Digital services, Enterprise solutions

Seats Remaining: 1000

Event Contact:

Name: Forrester Sey

Phone: 404.420.5720

Email: forrester.sey@wipfli.com


In today’s fast-paced business environment, having the right tools can set your organization apart. Microsoft 365 (M365) offers a powerful suite of productivity apps — but for many, the path to implementation isn’t clear.

Even if your organization already holds M365 licenses, you may be missing opportunities to use the platform to its full potential. Getting leadership buy-in and staff adoption for features can also be challenging — unless you have a strong business case.

Join us on August 21 for a practical discussion about how M365 can drive value for your organization. We’ll explore some of the platform’s most popular apps and show how organizations are using them to streamline operations, enhance collaboration and spark innovation.

You’ll also learn what it takes to implement M365 successfully, from licensing requirements and governance to change management and adoption best practices. This session will cover:

  • A brief overview of M365 and its most commonly used productivity tools.
  • Real-world business cases for M365 apps — and post-implementation results.
  • Tips for successful implementation, including how to gain leadership buy-in and boost staff adoption.

This session will be led by Wipfli’s digital services team and includes a live Q&A. After registering, attendees are invited to submit questions.

Wipfli’s IT Leadership Roundtable is designed for compliance officers, IT managers, information security officers, IT auditors and operations managers in financial institutions.

Reserve your seat today to learn how to make the most of your M365 investment. 

Presenters

Pedro Pinto