Dive into this essential session with Microsoft, Theta Lake, and Wells Fargo, as we explore the expansive benefits of Microsoft 365 and the Compliance capabilities required to leverage Unified Communications and Collaboration across robust platforms like Teams, Viva, and SharePoint, among others.

This webinar will shed light on the power of M365 capabilities and how the Microsoft ecosystem of certified compliance partners Like Theta Lake empower FS organizations to address regulatory and organizational communication compliance needs. By maximizing Microsoft 365 UC capabilities, financial institutions can significantly boost productivity and ROI while improving compliance, even in a heavily regulated landscape.

You’ll hear from Microsoft leadership about M365 trends and capabilities in financial services, the perspective of a major global bank on how they utilize M365, as well as how a specialized ISV partner like Theta Lake uses Microsoft APIs to address the requirements of highly regulated organizations. Discover how to enable more productivity-boosting features across diverse modalities and collaboration applications, all while maintaining the highest standards of corporate and regulatory compliance.

Through real-world insights, grasp how leveraging the Microsoft ecosystem substantially elevates communication and collaboration, driving forward a culture of compliance and operational excellence.

We're excited to present a stellar panel for this webinar, hosted by Rob Scott, Publisher at UC Today. Joining are Devin Redmond, CEO & Co-founder of Theta Lake, Kirk Koenigsbauer, COO & Corporate VP, Experiences + Devices Group at Microsoft, and Leo Brito, EVP Workforce Experience and Productivity Solutions at Wells Fargo. Their diverse expertise promises insightful discussions on navigating regulatory compliance with Microsoft 365. Don’t miss the chance to engage with industry leaders on real-world solutions for financial institutions.
  • Introduction and Overview
  • Understanding the Microsoft Ecosystem
  • Theta Lake's Complementary Approach
  • Identifying Compliance Gaps
  • Minimizing Compliance Risk
  • Obtaining a Comprehensive View
  • Audience Poll #1
  • Q&A Session
  • Case Studies and Success Stories
  • Audience Poll #2
  • Looking Ahead
  • Closing Remarks
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    Rob Scott
    Publisher, UC Today
    Rob Scott is the Founder and Publisher of UC Today, a global platform specializing in unified communications and collaboration news and insights, covering world leading vendors, trending topics and key technologies including AI, Hydrid Work, Customer Experience, Microsoft Teams and more.

    UC Today is a Today Digital publication, other group publications include CX Today and XR Today.
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    Devin Redmond
    Co-Founder and CEO, Theta Lake
    Devin Redmond is a two-time founder, multi-time public company executive with 20+ years’ experience delivering Security & Compliance technology.

    Redmond has helped some of the world’s leading software companies grow and innovate, including Check Point, Neoteris, Websense, and Nexgate (Acq. by PFPT). Redmond is a prolific innovator holding two patents and is a frequent speaker and press contributor as seen on CNN, CBS, in Forbes, and at FinTech New York.
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    Kirk Koenigsbauer
    Chief Operating Officer & Corporate Vice President, Experiences + Devices Group at Microsoft
    Kirk Koenigsbauer has 30+ years of experience as a technology product and marketing leader. As CVP and COO at Microsoft, he’s focused on building commercial SaaS offerings and driving growth initiatives for the Microsoft 365 suite of offerings.

    Kirk’s product scope includes developing the new Microsoft Viva Employee Experience offering, the Microsoft 365 data platform, and the Digital Employee Experience team supporting Microsoft’s 200K+ employees. On the COO front, Kirk is responsible for the product strategy, growth, and business performance of Microsoft 365, Microsoft Teams, Enterprise Mobility + Security, Windows, and more. Additionally, Kirk’s team is home to the FastTrack organization driving customer success for Microsoft 365.

    Kirk also spent several years as a business and engineering leader at Amazon.com. He’s currently on the Board of Directors at Thomson Reuters.
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    Leo Brito
    Workforce eXperience and Productivity Solutions, Wells Fargo & Company
    Leo Brito is head of Workforce eXperience and Productivity Solutions within Technology Infrastructure at Wells Fargo. WXPS delivers innovative technology to enable the optimal employee experience through hardware, software, and services that maximize collaboration and productivity.

    Leo leads a team of over 1,200 employees managing workforce compute, software, and connectivity products. The team provides state-of-the-art video, phone, and collaboration services that enable Wells Fargo’s 260,000+ employees to communicate with colleagues, partners, and customers.

    Before joining Wells Fargo in 2021, Leo spent 20 years at Goldman Sachs. He most recently served as the Corporate Workplace Solutions Managing Director, a role in which he oversaw the strategic technical solutions for the effective management of the firm’s global facilities footprint. Leo is known as a transformational IT strategic leader who has delivered financial benefit through technology innovation. He builds high-performing global teams that drive transformation and increase productivity and business performance.