A focused conversation that brings understanding and direction to your AI strategy

Artificial intelligence is changing how organizations work. The AI Executive Briefing, hosted by Stoneridge Software’s CEO Eric Newell, helps leadership teams explore what AI and Microsoft Copilot can do for your organization, what’s ready today, and what steps are needed to prepare for what’s next.

Eric_newell

Duration: 90-minute session
Speaker: Eric Newell, CEO of Stoneridge Software

Schedule an AI Executive Briefing today!
Complete the form and our team will reach out within one business day for next steps.


Who Should Attend

Stoneridge Software Preparing Leadership for Future Changes

Executives and Department Leaders

Designed for business leaders responsible for direction, investment, and organizational outcomes — not a technical deep dive.

  • Executive leadership (CEO, COO, CFO, CIO, Business Unit Leaders)
  • Decision-makers shaping strategy, priorities, and determining how AI should impact operations, customer experience, and growth

Note: This session focuses on business vision and decision-making. A separate working AI Readiness session or Copilot Flight Plan is available for technical and innovation teams who will implement and operationalize AI.

What Is an AI Executive Briefing?

ai executive briefing copilot
A structured strategy session that helps leaders connect business goals to practical AI opportunities.

Key Discussion Areas:

  • What AI and Copilot mean for your organization
  • How Microsoft’s tools improve productivity and insight
  • Where you’re ready today, and what preparation may be needed
  • Responsible adoption and governance best practices

What You’ll Gain

  • Clarity on AI’s Role – Understand where Copilot can add value within your Microsoft environment.
  • Leadership Alignment – Ensure business and IT leaders share the same vision and priorities.
  • Actionable Plan – Identify next steps for training, readiness, or pilot projects.
  • Confidence in Your Path – Move forward with clear direction and responsible practices.

Talk to an Expert

What to Expect During the AI Executive Briefing

Eric_newell

Duration: 90-minute session
Speaker: Eric Newell, CEO of Stoneridge Software

1. Welcome & Framing the Discussion

Set goals and review how AI is impacting industries today.

2. Understanding Microsoft Copilot

Overview of Copilot across Microsoft 365, Dynamics 365, and Copilot Studio.

3. AI Opportunities in Your Business

Interactive dialogue identifying processes that benefit most from AI.

4. Readiness & Next Steps

Assess your current environment, data, and team readiness.

5. Summary & Recommendations

Consolidate insights and define actionable next steps.

Ready to Start Your Copilot Journey?

Kick off your introduction to Copilot with a session by our seasoned expert and CEO.

award logos

Why Stoneridge

Stoneridge Software has a 9.5/10 client satisfaction rating for building solutions that are right for your business and delivering on that promise.

Stoneridge Software combines business strategy and Microsoft expertise to make AI approachable and actionable. Our consultants guide organizations through responsible adoption with clarity and care.

Schedule a Briefing

Copilot Success Stories

Flour Miller Milling
Agriculture Agriculture

From ERP Modernization to AI Innovation: Miller Milling’s Ongoing Digital Transformation with Stoneridge Software

Read Case Study
Medical-equipment_600x400
Manufacturing Manufacturing

Medical Equipment Company Initiates Changes to Outperform Competition, Grow Evolving Business

Read Case Study
Hermanson Company Mechanical Contractor pipe fitting, HVAC
Construction Construction

Mechanical Contractor Hermanson Company Builds on Stronger Ground with Microsoft Dynamics 365

Read Case Study

The Latest Copilot Articles From the Blog

Dynamics 365 Copilot Agents: Use Cases for Business Central and Finance & Operations

If you are already using Copilot to summarize information, generate content, and speed up everyday work, you may be ready […]

Read the Article
8.26.26 AI and Copilot

Best Practices for Managing AI Spend: Lessons Learned from Early Adoption

AI Is Not Just a Technology Decision. It’s a Financial Management Discipline. As businesses rapidly adopt generative AI tools, many […]

Read the Article
8.25.26 AI and Copilot

What Microsoft Copilot and Cowork Actually Cost in 2026 (and How to Avoid a Surprise Bill)

Every AI conversation I have with a business leader eventually lands in the same place, usually inside the first ten […]

Read the Article
8.21.26 AI and Copilot

Consolidating Customer Engagement with Dynamics 365 Omnichannel and Microsoft Copilot

With rapidly evolving technologies, your customer’s expectations have changed dramatically. Customers today expect fast, personalized support regardless of how they […]

Read the Article
8.19.26 AI and Copilot

AI Won’t Replace Your Team — It’ll Hand Back the Boring 80%

There’s a question underneath AI conversation today.  Mostly it’s not said out loud… it just hangs in the air: “If […]

Read the Article

Copilot for Customer Service: The AI-Powered Case Management Agent

Customer service teams are expected to deliver faster resolutions, and more personalized and consistent support across various channels while managing […]

Read the Article

Copilot in Dynamics 365 Finance and Supply Chain Management: Use Cases and Real Business Value

AI is a tool that users are increasingly relying on to deliver the greatest amount of value within Dynamics 365 […]

Read the Article
7.15.26 AI and Copilot

Stop Chasing the Wrong Leads! Meet the Sales Qualification Agent in Microsoft Dynamics 365 Sales

Sales teams often spend significant time researching leads, drafting outreach, and determining which opportunities are worth pursuing. When qualification is […]

Read the Article

How to Use Copilot Natural Language Search in Dynamics 365

In Part 1 of this blog series, we explored what Copilot Natural Language Search is and how it works. In […]

Read the Article
6.24.26 AI and Copilot

How We Built a Self-Running Daily CRM Pipeline Report and How You Can Rebuild It

As a professional services organization, our ability to plan, staff, and deliver client work depends on having a clear view […]

Read the Article