Building Practical AI Agents and Workflows | George Mount

SESSION TRACK:
Excel and Power BI

SESSION OUTLINE:
Our resident Power BI expert, Joseph Yeates, will start things off by showing us what's new in Power BI. Then Microsoft MVP George Mount will take the stage for our feature presentation.

AI is evolving quickly, but many users are still trying to sort out what is actually practical and reliable. In this session, George Mount will walk through hands-on examples using Microsoft 365 Copilot and Power Automate to show how AI agents and automation can support structured workflows.

We will build an expense report agent that classifies receipt data into Excel, automate a monthly variance deck that generates executive-ready commentary and updates PowerPoint, and then validate AI-generated insights with Office Scripts to improve auditability and trust. If you want to see how agents can fit into real reporting and analysis processes, this session will give you concrete builds you can try yourself.

SPEAKER PROFILE:
George Mount is a corporate trainer who helps finance, accounting, and operations teams work smarter with data in Excel. He is a LinkedIn Learning instructor with more than 400,000 learners worldwide and regularly presents at events such as the Global Excel Summit. He is the author of Advancing into Analytics (O’Reilly, 2021) and Modern Data Analytics in Excel (O’Reilly, 2024). George is recognized as a Microsoft Most Valuable Professional (MVP) for his contributions to the Excel and analytics community and is based in Cleveland, Ohio.

Connect with and follow George online at:

• LinkedIn: https://www.linkedin.com/in/gjmount/
• Website and Blog: https://stringfestanalytics.com/

TENTATIVE AGENDA (subject to change, all times listed are in Pacific Time):

• 8:45am Teams Meeting opens to attendees to begin joining
• 9:00am-9:05am Welcome and Meeting Overview
• 9:05am-9:20am What's New in Power BI
• 9:20am-10:20am Feature Presentation
• 10:20am-10:25am Meeting Wrap-up

REGISTRATION:
This meet-up will be hosted on Microsoft Teams, and will be recorded to share with others who were not able to attend live. You must RSVP for the event in order to access the Teams Meeting link.

JOINING THE EVENT:
Attendees can join the Teams Meeting starting at 8:45am on the day of the event. The link will be visible only if you RSVP beforehand.

Once the event gets underway at 9:00am, we ask that attendees make sure they are on MUTE, so background noise and distractions are minimized.

During the presentation, attendees can type questions and comments into the chat area, which will be monitored by the event hosts. There will be time for Q&A at the end, where attendees can un-mute their mic and even share their video to ask questions.

**NOTE: As mentioned above, this event will be recorded and shared online, so attendee information may be visible in the recording.