Texas

Security, Governance & Compliance Track

Monday 9:00 AM - 5:00 PM · Room G3

Planning, Implementing, and Achieving Data Lifecycle Management in Microsoft Purview

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

In recent years, the amount of digital content moving to the cloud has been dramatic. This has undoubtedly made collaboration easier and more versatile, but it's also brought with it a new set of problems, such as non-compliant data destruction. Additionally, since storage is managed in the cloud, many organizations are more aware than ever that they can't keep everything, but they lack the capabilities to manage this redundant data.

In this workshop, your expert presenter will share his knowledge and experience with a deep dive into what Microsoft Purview can do to help you manage ROT (Redundant Obsolete Trivial) in your organization while ensuring the important and vital data is there when it needs to be. The workshop will cover key features in Purview, including Data Lifecycle Management and Records Management. You will also learn the various ways to ensure the content you need to be removed is actually disposed of.

But it's not all theory. You'll leave the workshop with a recommended implementation approach: a Day 1/Day 2/Day 3 incremental model that balances the user experience and your organization's necessary protections.

Now is the time to ensure your data is safe from accidental removal and maintained throughout its lifecycle. Don't miss this opportunity to learn from one of the best in the industry how to do just that.

Tuesday 9:00 AM - 5:00 PM · Room A

Data Protection, Collaboration, and User Engagement: Assisting Your Organization in Doing it All

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

Sarah Haase

Sarah Haase

Microsoft MVP | M365 enthusiast | Principal Product Manager | User adoption advocate

With the ever-changing cloud landscape, organizations struggle to help their employees collaborate and be effective in their day-to-day responsibilities. Adding data protection and security could raise the difficulty even more, as the business needs to balance the ability to collaborate while keeping its information and users safe. Ensuring user engagement and adoption is fundamental to success.

In this workshop, David and Sarah will cover the design and implementation of Microsoft 365's collaboration tools, such as SharePoint, Teams, Viva Engage, and more, while ensuring the solution is safe, secure, and fully collaborative. They'll help you understand how you can work together to protect your organization's information and employees in a manner that encourages endorsement from those using the tools.

Wednesday 9:50 AM - 11:00 AM · Room B

I've Got Microsoft Purview!... Now What?

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

When Microsoft Purview is discussed with organizations, it is usually in the context of Information Protection or Records Management. Sometimes, both are known as being part of Purview. But in reality, Microsoft Purview is so much more than just either of these features. Purview is a suite within the Microsoft 365 platform and provides several services to organizations that understand the power of the toolset.

Join David as he highlights, defines, and describes the many features of Microsoft Purview. You'll come away with a working knowledge of Purview and it's many parts. He'll explain the intended use of each feature and provide you with the knowledge you need to answer the question, now what?

Wednesday 11:40 AM - 12:50 PM · Room B

Utilizing sensitivity labels for Teams, Groups, and SharePoint

Drew Madelung

Drew Madelung

MS Solutions Architect | Microsoft MVP

Microsoft Information Protection and Teamwork in Microsoft 365 has come together. You don't need to look at how to always lock down and limit access to solutions. You should be looking at how to empower your employees to work with content securely. The ability to classify M365 Groups and their supporting solutions such as Teams and SharePoint is possible. In this session we will go through how classifications for Microsoft Information Protection work specifically with Teams and SharePoint to keep your content more safe and secure.

Wednesday 1:30 PM - 1:50 PM · Collab Studio

Why Securing Active Directory and Entra ID is Critical in the Age of Escalating Cyber Threats

Jolaine Yezzi

Jolaine Yezzi

Sales Engineer

In today’s threat landscape, identity-related attacks are rapidly increasing in both frequency and sophistication, targeting core identity engines like Active Directory and Entra ID. This presentation will explore the modern attacker’s playbook, walking through the typical kill chain and the potential impact on an organization’s environment, spanning on-premises infrastructure, cloud, and SaaS applications. We will analyze the limitations and risks associated with current protection strategies—such as relying on point solutions, exposed backup data, and the complexities of Active Directory and Entra ID restoration, which often involve multiple tools and intricate forest-level recoveries.

The session will emphasize the importance of breaking down silos between identity management, data protection, and security teams. Attendees will come away with practical recommendations for collaborative recovery planning, including the value of conducting mock exercises to ensure readiness. By understanding the evolving threats and rethinking recovery strategies, organizations can better defend their most critical digital assets.

Wednesday 2:00 PM - 3:10 PM · Room G3

Creating a Cohesive Brand Identity in Microsoft 365 and Power Platform

Emily Mancini

Emily Mancini

Founder & Executive Director, Left Uncharted

Branding is essential for creating a cohesive image across your organization, improving user experience, increasing engagement, building trust in custom solutions, and reinforcing your organization’s identity.

Microsoft 365 offers various branding capabilities through the new Brand Center, Organizational Settings, and themes in the Power Platform to help you achieve brand cohesion.

This session will provide a comprehensive overview of these tools and demonstrate how to use them to enhance your brand’s presence and consistency.

We'll explore the SharePoint Brand Center, a centralized application that allows you to manage and deploy your organization’s brand assets seamlessly. You’ll learn how to use custom fonts, images, logos, colors, templates, and site themes across Microsoft 365 to ensure a unified look and feel. Finally, we'll demo themes in the Power Platform, showcasing how to create branded apps and workflows that reflect your organization’s identity backed by user experience better practices.

Wednesday 3:50 PM - 5:00 PM · Room 1

Build your Data Estate: A framework for Secure, Copilot-Ready Success

Timothy Boettcher

Timothy Boettcher

Championing Productivity, Modernization, and Secure AI with Realistic Data Governance

For years, organizations have struggled with information sprawl, file oversharing, and poor data management in collaborative spaces like Teams, SharePoint, and file shares. Now, GenAI tools like Microsoft 365 Copilot are exposing these long-standing challenges, making strong data governance a critical first step in securing data and ensuring Copilot readiness. Without clear structures, access controls, and permissions, AI surfaces these issues – amplifying risk, eroding trust, and halting adoption.

In this session, you’ll learn practical governance strategies to secure your Microsoft 365 collaborative environment while enabling effective Copilot and GenAI use. We'll cover best practices for collaborative information architecture, data inventory, workspace-based RBAC, and external sharing management, along with key steps to prepare your content for Copilot while maintaining security and compliance.

Attendees will also receive a starter template to jumpstart their Copilot and content governance strategy.

Thursday 9:00 AM - 10:10 AM · Room B

Purview for Information Architects

Marc D Anderson

Marc D Anderson

President | Sympraxis Consulting

As an information architect, you may have been ceding understanding of Purview to others in your organization – or ignoring it entirely, especially in smaller organizations.

The first thing many organizations want to do is apply some level of retention (Policies or Labels) to their content. If you don’t plan well for this, you may end up locking down content you don’t intend to lock down, and reversing your decisions can be difficult. This can lead to rapid storage consumption within your tenant, among other issues.

In the end, what you can do well in Purview is dependent on a strong information architecture. Knowing what content is stored where – and being able to identify it in Purview – is the big key to success. Purview depends in part on search, and search works well with a strong information architecture.

If you’re embarking on this journey, perhaps due to wanting to roll out Copilot in your organization, this session will give you some Purview basics, considerations to apply to your information architecture, and some of the pitfalls we’ve seen in the field.

Thursday 10:20 AM - 10:40 AM · Solution Studio

Empowering Site Owners to Take Control of SharePoint Permissions & Sharing Links

Brett Lonsdale

Brett Lonsdale

Lightning Tools Founder - Microsoft 365 MVP

Keeping track of who has access to what in SharePoint Online is one of the biggest headaches for IT admins and business users alike. Site Owners are often expected to manage permissions and sharing responsibly, yet they’re given little more than complex permission pages and incomplete reports. The result? Over-sharing, compliance risks, and frustrated Site Owners.

In this session, we’ll show how you can empower Site Owners with the tools they need to:

Instantly report on permissions and sharing links across their sites.

Identify external sharing risks and fix them without raising tickets.

Schedule regular permission reviews to stay compliant.

Take action in bulk — removing sharing links, reassigning permissions, and more.

All of this is made possible through DeliverPoint, our SharePoint Permissions Management tool that puts actionable, accurate reporting directly in the hands of Site Owners.

Why you should come: If you’ve ever worried about over-sharing in your tenant, struggled with permission reviews, or been buried under admin requests from Site Owners — this session will show you how to reduce risk, save time, and empower your users to manage permissions confidently.

Thursday 10:50 AM - 12:00 PM · Room B

Real-World Implementation Experiences with Microsoft Purview

Antonio Maio

Antonio Maio

Protiviti - Managing Director & Enterprise Architect

Organizations have invested heavily in recent years in moving to Microsoft 365 to improve productivity and collaboration. With this transition comes incredible opportunities to increase business efficiencies. However, it also brings increased risks as users collaborate more with internal coworkers as well as with external partners and customers. In addition, the continually changing regulatory compliance landscape makes this an ever evolving challenge. Microsoft has provided a robust set of capabilities for mitigating risks and meeting compliance obligations with Microsoft Purview, such as information protection, data loss prevention, records management and eDiscovery. In this session, we'll share real-world experiences implementing Microsoft Purview across different types of organizations. We'll deep dive into many the features of Purview, share real examples and provide actionable guidance to help you leverage Microsoft Purview to mitigate risks and comply with regulations in your organization.

Thursday 1:00 PM - 2:10 PM · Room G3

Leverage SharePoint Advanced Management to Prepare for Copilot

Liz Sundet

Liz Sundet

Helping customers with their technology challenges

Oversharing is one of the single most feared elements in rolling out Copilot. The reason is because people don't know where they have overshared or how to start to tackle it in order to make Copilot more productive. The features in SharePoint Advanced Management help oversharing, but also concerns like having multiple owners, locking down sites from being discovered by Copilot and fine tuning your organization to be secure, compliant and ready for the AI revolution. Be prepared by understanding these elements and where to start.

Thursday 1:00 PM - 2:10 PM · Room B

Protecting Your Organization from the Inside with Insider Risk Management

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

When someone hears the term data breach, they immediately think of an attack by a hacker or group of hackers from outside the organization, worming their way through the company's security infrastructure and accessing its sensitive data. That person would be correct, But many businesses don't realize that over 40% of all data breaches involve someone from within their organization. Whether malicious or accidental, many data breaches are caused by an internal actor. Insider Risk Management within Microsoft 365 provides protections to help ensure an organization can protect itself from within.

In this session, attendees will learn the features of Insider Risk Management, how it can be used to monitor and protect sensitive data, the various templates available, and which template will best meet their needs. Advanced options such as adaptive protections and forensic evidence gathering will be discussed. Finally, attendees will come away with a real-world understanding of how best to implement insider risk management within their organizations to protect themselves from the inside.

Thursday 1:00 PM - 2:10 PM · Room C

Teams First Information Architecture and Governance

Peter Carson

Peter Carson

President

When planning out or updating a Microsoft 365 implementation, SharePoint is still important, but it really needs to start with Teams, and then the underlying SharePoint structure for a big part flows out of that. It's not just answering planning questions, but also ensuring that everyone understands that Teams is much more than a meeting and chat platform.

Topics we'll cover in this session include:

Introducing a maturity model on how organizations leverage Teams, SharePoint, Email, and OneDrive Level setting on how they work together Understanding the differences between Standard, Private, and Shared Channels, and the underlying SharePoint site collections Where do standalone Communication and Team Sites fit into the Teams and SharePoint structure Guests versus B2B Direct Connect in Teams, and external sharing in SharePoint Open source scripts and Power BI dashboards to inventory and analyze your file shares, SharePoint on-premises, and SharePoint Online Answering the question - what does a Team and a Channel represent in my organization MindJet as a tool for planning your IA Commercial and open-source solutions for implementing your IA Real-world scenarios and case studies

Friday 9:00 AM - 10:10 AM · Room B

Purview Records Management: Ensuring Your Data is There When You Need It:

David Drever

David Drever

Microsoft 365 MVP - Compliance, Data Protection, and M365 Specialist

A common occurrence in any organization is the accidental removal of content before it is ready to be disposed of. On the other hand, organizations have a habit of keeping data long after it should be removed because there is a concern that the data might still be necessary. Both of these situations place any organization at risk. Risk that content is no longer there when it needs to be and risk that it isn't available when users need it.

In this session, David will provide information that every organization, large or small, should consider when determining how to maintain its data. Additionally, David will illustrate and demonstrate how Microsoft Purview can assist in the organization's data lifecycle and records management to ensure your data is there when you need it and removed when it is no longer relevant.

Friday 10:20 AM - 11:30 AM · Room B

Securing the digital assistant: Security considerations for deploying Copilot

Alan Cox

Alan Cox

Microsoft MVP | Microsoft 365 Evangelist

In an age where digital assistance is becoming increasingly integrated into our daily workflows, the security of such systems is paramount. This presentation will address the critical security considerations that organizations must evaluate when adopting Copilot for Microsoft 365. We will discuss the potential risks, the importance of data privacy, and the safeguards that need to be in place to protect sensitive information. Attendees will learn about the security architecture of Copilot, compliance with industry standards, and best practices for maintaining a secure AI environment. By understanding these security essentials, organizations can confidently leverage Copilot for Microsoft 365 to enhance their productivity while ensuring their data remains protected.

Friday 10:20 AM - 11:30 AM · Room C

Big Data Analytics in SharePoint and Microsoft 365 with Microsoft Graph Data Connect

Antonio Maio

Antonio Maio

Protiviti - Managing Director & Enterprise Architect

Have you ever worked in a large enterprise-scale SharePoint Online or OneDrive environment with thousands of sites, or millions of files, or thousands of users? If you have, then you probably understand the challenges with trying to get detailed and timely analytics on your current state, including permissions for all files across all sites, or storage information for all sites and to try and figure out which groups are consuming all your space. Governing large enterprise-scale SharePoint Online and Microsoft 365 environments is a real challenge due to the sheer amount of data you need to reason over. In this workshop, we'll look at how the Microsoft Graph Data Connect for SharePoint (Project Archimedes) provides some exciting capabilities which will help to get us this data quickly, without getting throttled, and in a form that we can easily report on, across very large enterprise scale environments. We'll provide a step by step demonstration of how to setup and use Microsoft Graph Data Connect for SharePoint (Project Archimedes), Azure Synapse and Power BI to get access to these data sets quickly and efficiently, without getting throttled, and in a form that we can easily report on across very large enterprise environments.

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