Pat Petersen
Director| Modern Work at RSM
Minneapolis, Minnesota, United States
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Pat Petersen is a Director at RSM US LLP, a leading provider of audit, tax and consulting services. He has more than 20 years of experience in Information Technology and leads the Collaboration and Voice consulting practice at RSM. Pat specializes in Microsoft 365 platforms, such as Microsoft Teams, SharePoint, PowerApps, Power Automate, and Copilot. In addition, he has extensive knowledge and experience in administration and training on these platforms and has conducted various customer immersion experiences and training sessions for RSM clients.
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Understanding the value of Teams Premium
Microsoft Teams Premium is a new add-on SKU that provides a better way to meet. Built on Microsoft Teams’ familiar, all-in-one collaboration experience, Microsoft Teams Premium aims to make every meeting — from 1:1 reunions to large meetings to virtual appointments to webinars — more personalized, intelligent, and secure. In this article, we’ll explain everything you need to know about Microsoft Teams Premium.
Lessons from the field - Deploying Microsoft Teams Voice
Join us as we review the basics of deploying and modernizing your communications. During this session, we will review the requirements for deploying Microsoft Teams Voice (Calling plans, Operator Connect, Direct Routing) across different industries, requirements and edge case requirements. This session will focus on gathering requirements and building an implementation plan of moving to Teams Voice. Additionally, an in=depth review of licensing and common challenges with the further adoption of Microsoft Teams Voice.
Managing Identity and Security with Microsoft 365
In this session we will understand the difference between Office and Microsoft 365 services. Gain valuable insight into how security products work and know the basics of 365 security (Azure Information Protection and Data Loss Prevention)
Being a Business User in Office 365
Congrats, your organization is moving to or has moved to Office 365. Let's be honest, it is not always easy, especially when talking about changes and the need to become more productive. Using Office 365 as your digital workplace delivers you a set of tools that you can use to make processes more efficient or even automate them.
In this session we will show you, how using Flow, Planner, To-Do, Insights, Teams and other tools from Office 365 that can be used to optimize personal and business related processes.
Going Mobile with Microsoft
Microsoft 365 allows for mobile access to many services. In this session we will cover ALL the Microsoft apps available for Android and iOS devices (yes we will demo). Specific focus will be on the SharePoint and OneDrive apps. Other apps covered will be Office, To-Do, Stream and many, many more!
Task Management in Microsoft 365
Have you ever wondered how you can use all the tools you have to assist with Task Management? During this time, we will review the basics of flagging emails, using Planner, Tasks by Planner and ToDo in Teams, OneNote and ToDo. You will not want to miss this action packed session with LOTS of examples and use cases to help you be more successful with task management.
Microsoft Teams Adoption: 101
Let’s face it. Some users pick up the tools and run and others are kicking and screaming. If an organization does not have a solid deployment and adoption plan, the project could be doomed. During this session, we will review the features users need to know about as well as specific roadblocks you may encounter if you are deploying Microsoft Teams. We will also review the integration with other Microsoft 365 Applications, including SharePoint, Outlook, OneDrive, and many other applications that can help drive the adoption of Microsoft Teams.
Ongoing Development of Your M365 Strategy and Roadmap
Your organization is looking at rolling out Microsoft 365 or you are one of the many organizations that have rolled it out… Most likely, if you are an organization that is using the tools you had a “plan” at the beginning (Email and SharePoint)! Times have changed and it is a great opportunity to review everything again. Should we add more add-on licenses, should we go all in with M365 E5, what features am I paying for that I am not using? What tips do we have to introduce these topics to our users? During this session, we will review a common start to finish road map, but then take some time to review where you may be in your journey.
Managing Microsoft Teams
Microsoft Teams is a robust platform with many services. In this session we will focus on how an organization can manage Microsoft Teams. We will focus on roles, settings, policies, access, policy packages and using PowerShell. If you have already deployed Microsoft Teams, we will review the analytics and reports that are available as well including Voice.
Supporting collaboration within your organization
Microsoft 365 is a collection of online services and popular desktop applications, connected by powerful collaboration features. During this session, we will discuss how to leverage these tools to maximize team productivity. We will begin to discuss Groups and SharePoint as these are the foundation for collaboration. Following, this session will cover co-authoring documents in Word, Excel, and PowerPoint. As well as working with shared calendars in Outlook, holding meetings with Teams, sharing files, and collaborating with colleagues, and more.
Becoming more Productive with Microsoft Productivity Tools
During this session we will explorer the tools that are available within Microsoft 365 for assisting in becoming more productive. Tools covered will be OneDrive, Teams, Planner, To-Do, Stream, Flow and many more (including mobile apps). This session will be focused on the end-user learning about tools available to them.
Digital Transformation using SharePoint and Microsoft 365
Technology is a tool that can be used to empower an organization. Without planning and a fundamental understanding of the “tools”, success will be unknown. During this session, we will explore using SharePoint to engage, empower, automate and optimize business processes by demonstrating and identifying business case examples for knowing what tool to use.
Best kept secrets of SharePoint
Have you ever wondered about all the hidden features of SharePoint that can make it easier to work with SharePoint? In this session we will explore the many lesser-known features of SharePoint. Items introduced will be content management automation, wikis, app templates, default values, keyboard short-cuts, templates, managing content, and much more!
Low Code/ No Code Power Platform Conference Sessionize Event
MN Microsoft 365 User Group - In person Workshop Day Fall, 2024 Sessionize Event
MN Microsoft 365 User Group - In person Workshop Day Spring, 2024 Sessionize Event
MN Microsoft 365 User Group - In person Workshop Day Fall, 2023 Sessionize Event
MN Microsoft 365 User Group - In person Workshop Day Spring, 2023 Sessionize Event
Minnesota Microsoft 365 User Group - Virtual Workshop Day Fall, 2022 Sessionize Event
CollabDays New England - Microsoft 365 - 2022 Sessionize Event
Microsoft 365 Virtual Marathon 2022 Sessionize Event
M365 Chicago - Virtual Event Sessionize Event
SharePoint Saturday Twin Cities Sessionize Event
Minnesota Microsoft 365 Admin Workshop Day Sessionize Event
SharePoint Saturday Twin Cities Sessionize Event
SharePoint Saturday Twin Cities Sessionize Event
Pat Petersen
Director| Modern Work at RSM
Minneapolis, Minnesota, United States
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