Pat Petersen
Director
RSM US
Bio
Pat Petersen is a Director at RSM US LLP, a leading provider of audit, tax and consulting services. He has more than 20 years of experience in Information Technology and leads the Collaboration and Voice consulting practice at RSM. Pat specializes in Microsoft 365 platforms, such as Microsoft Teams, SharePoint, PowerApps, Power Automate, and Copilot. In addition, he has extensive knowledge and experience in administration and training on these platforms and has conducted various customer immersion experiences and training sessions for RSM clients.
BREAKOUT SESSION
Accelerating Member Adoption through Microsoft tools and technologies
Many Financial Services organizations are utilizing Microsoft 365 tools for email, document collaboration and communication in a secure manner. Fully adopting and planning for the use of Microsoft 365 and Artificial Intelligence (AI) can be challenging and enhancing the member experience is often forgotten.
Focusing on the integration of Microsoft 365 tools, a unique combination of services with the digital expertise utilizing platforms like Copilot, Teams, SharePoint, OneDrive, and the security and compliance aspects of Microsoft 365 allows for organizations to develop a unique member experience with these tools working together.
RSM US
