Craig Brody operates Craig Brody, LLC, a business that provides software training and consulting services. Craig has trained numerous employees, managers, executives, and students in many different application software programs, including Microsoft Excel, Word, PowerPoint, Outlook, the new AI tool, Copilot, Planner, OneDrive, OneNote, SharePoint, Forms, Bookings and Adobe Acrobat Pro. He conducts and facilitates in-person, online, and recorded training workshops for professionals in accounting, business, management, and law. Craig also conducts workshops, classes, and consulting services for the University of Pennsylvania’s Wharton Business School, Penn Carey Law School, law firms, accounting associations, and accreditation providers. His services include spreadsheet analysis, design and troubleshooting, software programming, consulting, published course guides, recorded courseware videos, and other reference materials.

I. More Copilot general skills; More on effective Prompting to get what you need | 3:00pm – 3:05pm

II. How Copilot protects confidential information | 3:05pm – 3:10pm

III. Draft new documents, emails, and presentations | 3:10pm – 3:15pm

IV. Summarize a long email thread and turn it into a legal draft | 3:15pm – 3:20pm

V. Quickly review and compare contracts | 3:20pm – 3:25pm

VI. Research and draft documents to produce legal guidance | 3:25pm – 3:30pm

VII. Aggregate case information; Analyze Cases; Suggest legal strategies | 3:30pm – 3:35pm

VIII. Summarize Meeting notes | 3:35pm – 3:45pm

IX. Edit Copilot responses to share with team members | 3:45pm – 3:50pm

X. Review legal documents using an AI Agent | 3:50pm – 4:00pm