AI in advancement is moving from concept to practice. This session introduces a comprehensive framework for adopting agentic AI in advancement—from identifying the right use cases to designing, testing, and governing AI agents. Using Microsoft Copilot as a demo environment (with principles transferable to OpenAI and other tools), presenters will show how agents can reconcile gifts, troubleshoot CRM issues, and more. Participants will see the framework in action, explore real-world case studies, and leave with practical checklists and templates to guide adoption in their own shops.

Closed captioning available for this session, bring your own fully charged phone, tablet, or laptop to access the captions.