One version of the truth: Fabric, Copilot and AI for the C-suite

Event overview

Every board now expects an artificial intelligence strategy—yet most stall in the same place: the data isn’t where the AI needs it to be. Finance and operations work off different numbers, reports live in fourteen disconnected sources, and promising pilots never reach production. The organizations that win with AI aren’t the ones with the best models; they’re the ones with the best data foundation underneath them.

In this 60-minute executive briefing, RSM unpacks how Microsoft Fabric gives you that foundation—and how Fabric IQ, Copilot and AI agents turn it into real-time answers and automated action, all inside the security and governance perimeter you already trust. We’ll show the architecture in plain business terms: one governed copy of your data, one consistent definition of “revenue,” answers delivered where executives actually work (Teams, Power BI, Excel), and agents that monitor budgets, support the month-end close and brief leadership before the Monday standup.

Throughout, we’ll ground the platform in real RSM client outcomes—automated GL anomaly detection deployed on Fabric, ~95% demand-forecast accuracy, six-figure annual penalty avoidance through governed AI agents, and AI time-to-value compressed from 12–18 months to under 90 days.

You’ll leave with a clear, phased roadmap, an honest view of the investment and return on investment and a concrete set of next steps for Monday morning.

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