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Microsoft Chicago & Advisicon – Project to Portfolio Management for the Financial & Insurance Industries

January 24 @ 8:30 am - 3:30 pm


Microsoft continues to update and rollout out new tools, software, and integration for Project, Program and Portfolio Managers.

Advisicon and Microsoft invite you to come learn what the Financial and Insurance Industries can leverage to maximize productivity.

This event is not a sales session. It’s a focused, hands-on interactive learning opportunity. Professional Development Units (PDU’s) will be provided and we encourage you to bring your laptops, questions, and challenges. Learn from Project MVPs and Microsoft Gold Partners on best practices with current and recently released features, and integrations with Office 365 that will help you maximize yours and your team’s productivity while also automating reporting and visibility for Resources, Skillsets, Costs, and Deliverables.

Event Agenda:
  • 8:30 am – 9:30 am Project PPM Summit Kickoff & Customer Focus Agenda
  • 9:30 am – 10:30 am Where is Microsoft Going with MS Project & Project Technologies
  • Break and Audience Q&A
  • 10:45 am – 12:00 pm Leveraging Project PPM’s Latest or New Agile Features & O365 Capabilities
  • 12:00 pm – 12:30 pm Lunch (Provided)
  • 12:30 pm – 2:00 pm A Lifecycle Walk-through Leveraging Office 365 & Project Technologies
    • Intake Requests to Selection & Prioritization
    • Collaboration & Agile Work Management
    • Demand & Resource Capacity Planning, Forecasting & Reporting
    • Leveraging Dashboards, Views &  the Portfolio Analyzer
  • Break and Audience Q&A
  • 2:15 pm – 3:00 pm Power BI Reporting & Dashboards working with Project & Project Online
  • 3:00 pm – 3:30 pm Group Q&A and Close

Advisicon is a PMI® Registered Education Provider and, as a result, attendees will be eligible to receive up to 5 PMI® PDUs for attendance at and participation in the event.

Participating in this session is one of the best ways to learn about business productivity tools and technologies without sales pressure. Sessions are led by a trained facilitator and are designed to be interactive, experiential, and fun.


January 24
8:30 am - 3:30 pm


Microsoft Midwest District
200 E Randolph St #200
Chicago, IL 60601 United States
Advisicon is a Project, Program & Portfolio Management Company. We transform your organization's project management with a mix of methodology and technology that delivers results. Our team specializes in technology implementations, application and workflow development, training and consulting.
5411 NE 107th Ave, Suite 200
United States