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Finance Executive Briefing

May 12, 2026 | 9:00 AM – 1:00 PM MT

Invest in Intelligence:
AI for Finance Leaders

Co-hosted by

Microsoft and ProServeIT Logo

Where Finance Leaders Go to Build AI Confidence

Hosted at Microsoft’s Calgary office, this in‑person executive session brings together a select group of leaders from the financial services industry who want to understand how AI can strengthen compliance, reduce operational risk, improve client experiences, and drive efficiency across their organization.

You’ll explore how Microsoft 365 Copilot and AI‑powered automation can help automate processes, improve decision‑making, and drive innovation, shaped by the priorities of the financial services sector.

This is a unique opportunity to step out of the day‑to‑day, compare notes with peers facing similar regulatory and competitive pressures, and hear what's working for organizations already putting AI to work.

You’ll leave the session with industry‑specific insights and a clear understanding of how AI can accelerate digital transformation while improving productivity and operational excellence.

Event Details

Date: Tuesday, May 12, 2026

Time: 9:00AM-1:00PM MT

Venue: Microsoft Office, Calgary AB 

Event Agenda

  • 9:00 AM – 9:30 AM | Check-in & Networking

  • 9:30 AM – 10:45 AM | Setting the Context: The AI Landscape for Financial Services Sector

  • 10:45 AM – 11:00 AM | Break

  • 11:00 AM – 12:00 PM | Fireside Chat: AI Stories and Experiences Shared by Customers

  • 12:00 PM – 1:00 PM | Executive Roundtable & Networking Lunch

Disclaimer: By submitting this form, you acknowledge that registration does not guarantee attendance. We reserve the right to review and decline registrations to ensure a meaningful and relevant experience for all participants.

By registering, you also consent to photography and videography during the event. These images may be used for promotional and marketing purposes. If you prefer not to be photographed, please let a member of our team know upon arrival.

What You'll Experience

✓  Real-world insights

Hear directly from customers and see what’s working in financial services.

✓  Practical solutions

Explore how Microsoft 365 Copilot and Microsoft AI Foundry can help automate processes, improve decision-making, and drive innovation.

✓  Peer collaboration

Share ideas and experiences with other executives in a relaxed, interactive setting.

✓  Clarity

Leave the session with practical strategies and a clear understanding of how AI can confidently advance your organization.

Industry-Specific Executive Briefing Sessions

Finance-Focused Executive Briefing

  SEPTEMBER 9, 2025  |  9 AM – 1 PM  |  Microsoft Head Office, Toronto ON

Join us for a special edition of our Executive Briefing Session, designed specifically for execs in the financial services sector.

AI is reshaping how financial institutions manage risk, meet compliance demands, enhance operational efficiency, and deliver next-level client experiences. At this finance-focused session, we’ll dive into real-world applications and use cases of AI and Microsoft 365 Copilot that speak directly to your priorities.

Register Now

Meet the Hosts

Each session is shaped by the experiences of the leaders in the room. Our hosts foster conversation and peer learning, leaving participants with fresh perspectives, practical insights, and clarity on applying AI in their organization.

Jaime McMahon

Jaime McMahon

Chief Technology Officer (CTO), 
ProServeIT

Mihae Ahn Bio Photo

Mihae Ahn

VP of Marketing, 
ProServeIT

Corey-Reyneker-VP-Alliances-ProServeIT

Corey Reyneker

VP of Alliances, 
ProServeIT

What Past Attendees Are Saying

Don’t just take our word for it. Hear directly from leaders who’ve joined us at past Executive Briefing Sessions. Below are a few reflections shared on LinkedIn, highlighting the value of the conversations, demos, and connections made during these events.

Gain Your AI Advantage

Join an exclusive group of financial services executives to discover how AI can strengthen compliance, streamline operations, and deliver next‑level client value. Your smartest move this year starts here.

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