AI Microsoft Co-Pilot: Tips & Tricks for Business Advisors
This Webinar Will Be Run By
Justin Melton is CEO of Chill IT and a recognised leader in AI and business technology. Recommended by Microsoft as a top partner in AI integration, he brings senior experience from Telstra, WesTrac, and SaaS pioneer Rockend. Justin’s sessions cut through the hype to show how tools like Microsoft Copilot, backed by strong cyber security and data governance, can boost productivity and transform advisory services
This month we will cover “AI Microsoft Co-Pilot: Tips & Tricks for Business Advisors”
In this engaging session, we’ll explore how Business Advisors can confidently and effectively embrace AI tools like Microsoft Copilot to boost productivity and deliver even greater value to clients.
Most of your clients probably use Microsoft and don’t know how to take advantage of the power. The session will run through AI and how to harness it in Microsoft products. We will cover…
- AI and client security
- AI maturity levels
- How AI saves time and streamlines client tasks
- Live demonstration
Sessions normally last 1 hour but those that want to extend can continue to network in the breakout rooms.
What’s Involved Summary:
The session will showcase a live demonstration of Copilot in action, highlighting how it can help you save time, streamline tasks, and enhance your advisory services. You’ll see how Copilot can assist with everything from preparing reports to generating insights—freeing you up to focus on what matters most: your clients.
Whether you’re curious about AI or ready to take the next step, this webinar will leave you feeling informed, empowered, and excited about the possibilities.
AI Maturity Levels
- Understanding different stages of AI adoption
- How Microsoft Copilot supports both beginners and advanced users
Live Demonstration of Microsoft AI – Copilot
- Real examples of Copilot streamlining reports, tasks, and insights
- Showing how it enhances productivity and advisory services
AI Cyber Security & Data Governance
- Why security and compliance are critical before adopting AI
- Practical steps to protect client data and ensure responsible use
Key Outcomes
- Learn how to embrace AI with confidence
- Gain practical tools to boost efficiency and deliver more value to clients
- Leave feeling informed, empowered, and ready to take the next step with AI
Networking with Other Advisors
After the discussion, connect with other advisors in small groups to exchange insights, share experiences, and brainstorm ways to apply these techniques in your practice. Networking is a powerful tool for growth, and this session is designed to help you build valuable relationships within the advisory community.
(All advisors welcome, existing and new)
MARK THIS IN YOUR CALENDAR
Sydney, Australia
Fri, 12 Sep 2025 at 8:30 am AEST
Perth, Australia
Fri, 12 Sep 2025 at 6:30 am AWST
Los Angeles, USA
Thu, 11 Sep 2025 at 3:30 pm PDT
New Zealand Standard Time, NZST
Fri, 12 Sep 2025 at 10:30 am NZST
London, United Kingdom
Thu, 11 Sep 2025 at 11:30 pm BST
Additional Details
Link To Event Page - Register and it will be emailed to you
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Type - Institute Event