Microsoft 365 Tips & Tricks
Tom Duff | Microsoft System Administrator at Cambia Health
In this fun and informative session, Tom Duff will share 20 of his favorite Microsoft 365 and Office productivity tips, with a focus on personal productivity. These tips will span the entire Microsoft 365 platform (SharePoint, Teams, and the Office suite), and attendees should walk away with at least 4 or 5 gems that can have an immediate impact on your own (and your team’s) productivity.
Enhancing data governance and compliance
Implementing Microsoft Purview in an RIA firm
Nick Marentic | Director of Technology at Carlson Capital Management
During this session Nick Marentic will take attendees through a real-world journey implementing Microsoft Purview in a Financial Services organization. This presentation explores the strategic implementation of Microsoft Purview within a Registered Investment Advisor (RIA) firm to enhance data governance, compliance, and risk management. Attendees will learn how Purview’s unified data governance solutions can streamline regulatory adherence, protect sensitive client information, and optimize data visibility across the organization. Key topics include establishing compliance workflows, leveraging AI-driven insights, and integrating Purview with existing IT infrastructure. Real-world examples and best practices will demonstrate how RIAs can achieve operational efficiency while maintaining trust and transparency with clients and regulators.