Empowering financial institutions with Microsoft 365

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CPE EVENT | July 24, 2025

Event overview

In today’s rapidly evolving digital landscape, financial institutions face pressing challenges that require a strategic approach. From harnessing cutting-edge technologies to optimizing resources, this webinar will delve into pivotal areas transforming the industry, including:

  • Emerging challenges and industry trends: Explore the latest shifts shaping financial services, including customer expectations, regulatory demands and technological advancements.
  • Responsible artificial intelligence applications: Discover how AI-powered tools and responsible AI practices can enhance decision making, improve customer experiences and drive innovation in financial institutions.
  • Licensing optimization: Learn strategies to maximize value from Microsoft licensing, ensuring cost-efficiency and scalability to meet evolving business needs.
  • Modern contact center solutions: Uncover cloud-based technologies and innovative solutions tailored to create seamless, efficient interactions in today’s modern contact centers.

This session will provide practical demos and actionable insights, empowering financial institutions to tackle challenges and thrive in a competitive environment.

Key takeaways:

  • Financial institutions must adapt to evolving customer expectations, regulations and technologies to stay competitive.
  • Responsible AI can drive innovation while ensuring ethical, data-driven decision making.
  • Strategic Microsoft licensing optimization can boost cost-efficiency and scalability.
  • Cloud-based contact center solutions can enable seamless, modern customer engagement.

Presenters

  • Aaron Donaldson | Financial Institutions Consulting Co-Leader | RSM US
  • Aaron Donaldson, principal, serves as co-leader of the financial institutions consulting practice at RSM US LLP, focusing on technology and management consulting.
  • View full bio >
  • Elia Blankenship | Director | RSM US
  • Pat Petersen | Director, Financial Institutions Technology Consulting | RSM US
  • Samantha Lukemyres | Manager, Financial Institutions Technology Consulting | RSM US

Learning objectives

By the end of this presentation, participants will be able to:

  • Describe emerging challenges, industry trends and the latest shifts shaping financial services, including customer expectations, regulatory demands and technological advancements.
  • Describe responsible artificial intelligence applications.
  • Explain how AI-powered tools and responsible AI practices can enhance decision making, improve customer experiences and drive innovation in financial institutions.
  • Create strategies to maximize value from Microsoft licensing, ensuring cost-efficiency and scalability to meet evolving business needs.
  • Explain how to use cloud-based technologies and innovative solutions to create seamless, efficient interactions in today’s modern contact centers.

CPE credits

RSM US LLP is pleased to offer 1.0 CPE credits for attending this webinar. To qualify, you must log in to the live webinar and provide your first name, last name and email address. You must remain logged in for a minimum of 50 minutes and answer 75 percent of the polling questions to receive credit. Group CPE and partial credit is not available. For more information regarding administrative policies, such as refunds, cancellations and complaints, please contact us.

RSM US LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

  • Advance preparation: None
  • Program level: Basic
  • Prerequisites: None
  • Delivery method: Group internet-based
  • Field of study: Specialized Knowledge and Applications
  • CPE: 1.0 credits

Event details

  • Date and time
  • Thursday, July 24, 2025
  • 2 p.m. ET | 1 p.m. CT
  • Intended audience
  • CEOs, chief financial officers, controllers, chief technology officers, senior developers and chief information officers, and banks with $500 million to $15 billion in assets
  • Duration
  • 60 minutes
  • CPE credits
  • One CPE credit will be issued to eligible participants
  • Fee
  • Complimentary

Let’s Talk!

Call us at (541) 342-5161 or fill out the form below and we’ll contact you to discuss your specific situation.

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Source: RSM US LLP.
Reprinted with permission from RSM US LLP.
© 2024 RSM US LLP. All rights reserved. https://rsmus.com/events/2025-events/empowering-financial-institutions-with-microsoft-365.html

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