Savvy Technical Solutions

Metro East Roundtable
2023-05-23 09:00 - 11:00 (America/Chicago) | Cafe Biz 618, 10850 Lincoln Trail #16, Fairview Heights, IL, 62208
Please join us for this unique opportunity to learn from one another regarding how Microsoft 365 is being used within your organizations, as well as learn about new and upcoming features that can help your organization move forward.
Agenda
▪ 9:00 a.m.: Meet & Greet with breakfast
▪ 9:15 a.m.: Demo of real-world working Power Platform solution with discussion/ideas for similar solutions in your own organization
▪ 9:45 a.m.: Microsoft Teams discussion around new features and best practices (including naming conventions, archiving strategies, shared channels and sharing strategies)
▪ 10:30 a.m.: Preview of “what’s next” at Microsoft (including using AI to create and curate content with Co-pilot)
▪ 10:45 a.m.: Q&A and Wrap-up

Women in Tech Summit - Midwest 2023
2023-06-05 - 2023-06-06 | Northern Illinois University – Naperville Campus, 1120 E. Diehl Road, Naperville, IL, 60563, United States
The Women in Tech Summit – Midwest is excited to be back in person this year! The Women in Tech Summit (WITS), is the only tech conference with all women speakers, provides education, inspiration, and connection to women in tech, in every field, in business and technical roles, at every level of their careers.
Savvy’s President and Owner, Becky Bertram will once again be presenting and you won’t want to miss out!

Lessons on Running Your Solo Consulting Practice from 20 Years in the Trenches
June 6, 2023
11:15 AM – 12:00 PM

Innovate Yourself

With the proliferation of “gig” platforms, many women are re-evaluating their employment choices and considering launching their own solo careers as freelancers or consultants. In this session, Becky Bertram will lean on her 20 years of experience regarding what it takes to run a successful solo consulting practice. She will share her personal journey as a working mother and business owner, and provide her tips and tricks for running a tech consulting company.

Register to secure your spot now!

ICCM 2023
2023-06-14 | Hannibal-LaGrange University in Hannibal, Missouri, 2800 Palmyra Road, Hannibal, MO, 63401, United States
The International Conference on Computing and Mission (Americas) is scheduled for June 14-June 17, 2023 (Wednesday evening to Saturday noon) at Hannibal-LaGrange University in Hannibal, Missouri.
Savvy president Becky Bertram will be delivering the following pre-conference workshop on Microsoft 365 on Wednesday, June 14.
Developing Your M365 Communication and Document Management Strategy Using SharePoint and Teams
In this workshop, we will focus on how you can use SharePoint Online to build your organization’s intranet. We will then focus on how you can develop a strategy for organizing and maintaining your teams in Microsoft Teams, specifically as it relates to document management and communication. (Please note that we will not specifically be covering the voice features or Teams Rooms, etc. in this workshop.) This will be a hands-on workshop, so come with your laptop and be prepared to build out a sample intranet and to create your own teams in a demo environment, or in your own tenant if you have permissions.
Topics we will cover include:

How to plan your intranet site structure using hub sites
How to edit web pages and create news stories and events in your SharePoint intranet
How to manage security in your intranet sites
Understanding the connection between Teams and Microsoft 365 groups
Understanding channel types in Teams, including standard, private, and the new “shared”
Teams administration concept including: naming conventions, group expiration policies and archiving
Understanding sharing, guest accounts, and B2B collaboration in Teams and SharePoint

Register for the event.

About ICCM
Founded in 1989, ICCM is an incredible time of Christian fellowship, professional training, and networking among people with a technical interest in missions.

dev up 2023 Technology Conference
2023-08-28 - 2023-08-30 | St. Charles Convention Center, 1 Convention Center Plz, St. Charles, MO, 63303, United States
Dev up is back for its 13th conference! At dev up, you can expect a full schedule of inspiring speakers, informative breakout sessions, hands-on workshops, and networking opportunities. The conference program is designed to cater to all levels of experience, from beginners to old-school technology professionals.
Join Becky Bertram, Savvy Technical Solutions’ President, for her half day workshop on “‘Getting Started with Power Apps and Power Automate” as well as a session called “Level Up Your SharePoint Lists”.
This is a great opportunity for the regional technology community to come together to network, learn, and grow.
Location and Accommodation
The dev up 2023 conference will be held at the St. Charles Convention Center in St. Charles, MO. The convention center is attached to an Embassy Suites. When registration opens, make sure to look out for special rates for attendees at this location. There are also a number of other hotels and accommodation options near the location.

KC M365 User Group
2023-12-11 12:00 - 13:00 | Virtual
Come get a recap of the announcements made at Ignite this year from Sharon Weaver, and join Savvy’s own Becky Bertram to see a demo of Microsoft Copilot in action.

STS M365 Roundtable
2024-01-17 09:00 - 11:00 | Spark Coworking, 6 Cardinal Way, Suite 900, St. Louis, MO, 63102, United States
Please join us for this event hosted by Savvy Technical Solutions, to learn more about how AI can give your organization a boost using Microsoft 365 Copilot. Additionally, learn more about the new SharePoint Premium product offering.
Click here to read more about the event.
Agenda
▪ 9:00 a.m.: Meet & Greet with breakfast
▪ 9:15 a.m.: Overview of Microsoft Copilot
▪ 10:15 a.m.: Overview of SharePoint Premium
▪ 10:45 a.m.: Q&A and Wrap-up
Click here to register for the event.

St. Louis M365 User Group
2024-01-30 09:00 - 11:00 | Microsoft Technology Center, 4220 Duncan Ave, St. Louis, MO, 63110, United States
Becky Bertram, Bill Feldker and Ajay Iyer will talk about all things Microsoft Copilot. Becky has been doing training on Copilot and will talk about some experiences there. Bill has been helping companies get started on their Copilot journey and will discuss some of the ways companies are getting value from Copilot. Ajay will talk about how at Microsoft he is both using and helping companies with Copilot.

Small Business Innovation Bootcamp - STL Tech Week
2024-04-09 09:00 - 16:00 | Northside Economic Empowerment Center, 4248 Cottage Avenue, St. Louis, MO, 63113, United States
Expand Your Impact with Microsoft 365 Copilot
Savvy Technical Solutions’ CEO/President, Becky Bertram will be presenting during the Small Business Innovation Bootcamp, part of STL Tech Week 2024. Small business leaders often wear many hats, fulfilling the responsibilities of a COO, CFO, CIO and/or HR manager. In this session, we will discuss the capabilities of Microsoft’s new AI companion, called Microsoft 365 Copilot, and how it can be used to expand the capabilities of, and save time for, SMB professionals, as they go about their daily jobs.
Technology has the potential to scale every business, no matter the type or stage. In what was one of the most popular conferences in 2023, the Small Business Innovation Bootcamp is bringing out St. Louis experts to teach you the easiest tech integrations that can rapidly diversify your income streams and transform your company systems. Even if your business is new to technology, this workshop series can help you get started fast!
Hosted at the Northside Economic Empowerment Center, the Small Business Bootcamp comes with lunch. This a free event, but seating is extremely limited – get your spot reserved now!

M365 Copilot: Data Governance and how to prepare for Copilot
2024-04-19 09:00 - 11:00 | Microsoft Technology Center, 4220 Duncan Ave, St. Louis, MO, 63110, United States
This session will be the 2nd session in our M365 Copilot series!
In this Session Kurt Rolland will discuss the least privileged access for Microsoft 365 Copilot.
Microsoft 365 Copilot provides rich and powerful generative AI capabilities within the context of your Microsoft 365 tenant. However, how can you ensure that the content accessed by Copilot is governed by Least Privileged Access, that is granting known users only the minimum permissions necessary to perform their tasks. This principle, known as Just-In-Time (JIT) and Just-Enough-Access (JEA), restricts access to sensitive data and minimizes the potential damage if an account is compromised. We will present tools and techniques to support this key Zero-Trust principle.

12th Annual Career Exploration Fair
2024-04-25 08:00 - 14:30 | Regency Conference Center, 400 Regency Park, O'Fallon, IL, 62269, United States
We are excited to participate in this annual event, as close to 700 eighth-graders from across O’Fallon and Shiloh public and private schools are anticipated to attend this year’s fair, “Exploring Your Future.” In a few short years, these students will be part of our workforce. This fair is a service provided at no cost to the schools. Working with these students is an investment in our future.
Eighth grade is a critical time in the decision-making process for students. Preparing young people to survive in the future is a serious responsibility. Today’s students are our future doctors, educators, political leaders, plumbers, computer experts, employers, and employees in career areas that we cannot yet even imagine.
The Chamber and Junior Achievement work with local educators to make this fair a success. The purpose of this fair is to give the students a chance to get more information on the future careers they’re interested in.
Sponsored by O’Fallon-Shiloh Chamber of Commerce, Junior Achievement, and
Scott AFB STEAM Advisory Group

Microsoft AI Partner Training Roadshow
2024-05-15 | Santa Clara Convention Center, 5001 Great America Parkway, Santa Clara, CA, 95054, United States
Calling all Developers, data scientists, sales & pre-sales professionals and cutting-edge technologists!
Join us, in person, to hear about the latest trends and technology in the era of AI, with expert guidance from Microsoft executives and industry leaders like AMD. Check out product demonstrations and hear stories of AI deployments. Deep dive into the skills needed to pitch Microsoft’s AI and Copilot capabilities to your customers globally, and get hands-on experience with the technology to drive successful implementations. End the day in conversation with experts from Microsoft’s technical and sales teams. Register today for your preferred location.
The Microsoft AI Partner Training Roadshow will give you an opportunity to learn and experiment with generative AI, cloud-scale data, and cloud-native app development capabilities. More specifically, this event will cover:

Sales Excellence With Microsoft AI Services: Learn how to discover new opportunities, break barriers for your customers, and include the latest messaging from Microsoft to strengthen your AI pitch.
Build your own “Intelligent Agent” copilot: to answer customer questions on products and services: This hands-on scenario centers around building an “Intelligent Agent” where users can interact with a virtual agent to find product, user profile and sales order information. Participants will learn storing and managing chat history, using Azure OpenAI to generate vector embeddings and chat completions, performing vector search using Azure AI Search, ingesting and vectorizing data for real-time and transactional workloads, managing the process for conversation flow and prompt engineering for a customer-facing copilot.
Use & Deploy Copilot for Microsoft 365: Understand the M365 core architecture, data sovereignty, security and compliance, Copilot extensibility, deployment and monitoring performance.

ICCM 2024
2024-07-10 - 2024-07-13 | Hannibal-LaGrange University in Hannibal, Missouri, 2800 Palmyra Road, Hannibal, MO, 63401, United States
The International Conference on Computing and Mission (Americas) is scheduled for July 10-13, 2024, (Wednesday evening to Saturday noon) at Hannibal-LaGrange University in Hannibal, Missouri. This year’s theme is: Memory Upgrade.
Savvy president and owner, Becky Bertram, will be delivering presentations on:
Expand Your Impact with Microsoft 365 Copilot
In this session, we will discuss the capabilities of Microsoft’s new AI companion, called Microsoft 365 Copilot, and how it can be used to expand the capabilities of each member of your team. We will also discuss the security requirements for rolling it out.
Real-world Microsoft 365 Solutions for Non-Profits
Becky will walk through real-world examples of solutions she has built for non-profits, which utilize Microsoft 365 and the Power Platform to maximize their impact.

Register for the event.

About ICCM
Founded in 1989, ICCM is an incredible time of Christian fellowship, professional training, and networking among people with a technical interest in missions.

M365 Community Days Chicago 2024
2024-07-20 09:00 - 15:30 | Microsoft Midwest District, 200 East Randolph Street #200, Chicago, IL, 60601, United States
Join professionals passionate about Microsoft Collaboration and Cloud Technologies gather to explore the latest insights, innovations, and best practices. Whether you’re a Microsoft 365 specialist, Cloud IT administrator, Power Platform enthusiast, developer, or architect, this event is designed to empower you with practical knowledge and networking opportunities.
This summer there will be a track dedicated to offsite and remote individuals. Register as a remote attendee for instructions on how to join the event remotely. Alternatively, select sessions will be posted at the M365 Chicago YouTube channel.
Make sure to check out the session led by our President/Owner, Becky Bertram: Level Up Your SharePoint Lists!
Many organizations rely on SharePoint lists for presenting and organizing data, but did you know you can extend the functionality of these lists? In this session you will learn how you can customize SharePoint lists, including:
– How to use JSON formatting to customize your list views, such as adding custom group headers, custom card views, and more
– How to use JSON to format your SharePoint form to allow for field grouping and HTML elements in your form
– How to use Power Apps to customize your SharePoint form, including how to display information from a secondary data source in your form
– How to use Power Automate to create a workflow triggered by the information stored in your list
Come learn how you can improve the usefulness and usability of your lists for your users!

dev up 2024 Technology Conference
2024-08-14 - 2024-08-16 | St. Charles Convention Center, 1 Convention Center Plz, St. Charles, MO, 63303, United States
Dev up is back for its 13th conference! At dev up, you can expect a full schedule of inspiring speakers, informative breakout sessions, hands-on workshops, and networking opportunities. The conference program is designed to cater to all levels of experience, from beginners to old-school technology professionals.
Join Becky Bertram, Savvy Technical Solutions’ President, for her workshop on “Building a Copilot Plugin with Copilot Studio”. Microsoft 365 Copilot allows users to perform queries and commands using natural language processing. Now with Copilot Studio, you can create Copilot plugins that allow you to extend the functionality and data sources of these queries and commands. In this session we will talk about the scenarios where Copilot plugins can be used and we will walk through the creation of a basic plugin that can be used by Microsoft 365 Copilot.
This is a great opportunity for the regional technology community to come together to network, learn, and grow.
Location and Accommodation
The dev up 2024 conference will be held at the St. Charles Convention Center in St. Charles, MO. The convention center is attached to an Embassy Suites, with a special rate for attendees at this location. There are also a number of other hotels and accommodation options near the location.

STL Startup Week 2024
2024-11-11 - 2024-11-15 | TN
Launched in 2019, STL Startup Week (STLSW) has become the city’s premier event series built by and for the region’s entrepreneurship community. Drawing from St. Louis’s diverse and vibrant startup ecosystem, STLSW convenes thousands of founders, supporters, students, and professionals. This five-day conference is designed to spark new ideas, foster meaningful connections, celebrate wins (big and small!), and promote shared learning and experiences.
STL Startup Week is intended for entrepreneurs, small business owners, professionals, investors, entrepreneur support organizations, students, and members of the innovation economy. Attendees hail from a wide variety of industries, including, but not limited to: technology, agriculture, art, consumer products, education, fashion, finance, food, health, manufacturing, media, real estate, and social enterprise.
The five daily tracks are: Marketing & Branding, People & Culture, Product & Design, Capital, and Growth. Savvy’s owner, Becky Bertram, will be presenting, on Tuesday, November 12th. Check out her session Going It Alone: Lessons on Running a Solo Consulting Practice.
Are you ready to make that leap from being an employee to a consultant? Striking out on your own as a one-person company is how many people make the transition into being an entrepreneur, but it can be a scary step. In this session, Becky Bertram, owner of Savvy Technical Solutions here in St. Louis, will talk through some of the character traits and work habits required to run your own consulting practice, as well as talk about some of the technological tools that can help. Becky will share her personal experience as a woman who worked over 20 years in a solo role as a technology consultant, all while birthing and raising 3 children.

M365 User Group Year-End Meetup
2024-12-06 11:00 - 13:00 | Spark Coworking, 6 Cardinal Way, Suite 900, St. Louis, MO, 63102, United States
Join us for an informal, yet insightful M365 Meetup where we focus on the latest announcements from Microsoft Ignite (November 18-22) and discuss plans for the upcoming year!

Agenda

No formal presenters—just casual conversation and great discussions
Recap of the key announcements and updates from M365 Ignite (November 18-22)
Gather your input for planning next year’s monthly meetings and a potential M365 Friday event. Bring your thinking caps!

After the meeting, we’ll grab lunch at Condado Tacos, Ballpark Village (12 PM – 1 PM)

Location: Spark St. Louis, Mississippi Room (6 Cardinal Way, Ballpark Village)

We’re excited to hear your thoughts and get your feedback on how we can make 2025 even better for our M365 community!

STL TechWeek 2025
2025-04-02 09:00 - 16:00 | The Wedge Innovation Center, 620 E. Broadway, Alton, IL, 62002
Savvy Technical Solutions’ CEO/President, Becky Bertram will be presenting with Ajay Iyer, Principal Technical Architect at Microsoft Innovation Hub St. Louis, Chair at SPSSTL and STLSUG about Organizational Transformation with AI (Microsoft) as part of this year’s STL TechWeek!
In this session, Becky and Ajay will delve into Microsoft’s strategic approach to AI transformation, showcasing the integration of AI across various platforms and services to drive business innovation and efficiency. The session will feature real-world examples of AI-driven business transformations, investments in AI infrastructure, and the strategic importance of AI in enhancing customer engagement, employee experiences, and business processes. Attendees will gain insights into Microsoft’s leadership in AI and its commitment to empowering organizations to leverage AI for their digital transformation journey.
Hosted at the newly renovated, The Wedge Innovation Center in Alton, IL come join us for this free event (including lunch)! Seating is extremely limited – get your spot reserved now!

STS Roundtable - June 2025
2025-06-24 09:00 - 11:00 | Spark Coworking, 6 Cardinal Way, Suite 900, St. Louis, MO, 63102, United States
Please join us for this opportunity to learn more about Project Management Reimagined with Microsoft 365 and AI.
During this collaborative roundtable event, Savvy will be discussing the latest advancements regarding Microsoft 365 project management tools. We will demonstrate how Microsoft is integrating AI/Copilot to enhance Teams, Planner, To Do and other Microsoft 365 products. We will review how you can use these tools to build project plans, organize project files, increase project team collaboration, streamline project reporting, and delegate team member task management.
This will be an interactive event, so please bring your experience and questions to help strengthen our community.
Since breakfast will be provided, we ask that you RSVP no later than June 16. Questions can be directed to info@savtechsol.com.

2025 North American Collaboration Summit
2025-09-07 - 2025-09-09 | Brandson Convention Center, 200 S Sycamore St, Branson, MO, 65616
In September 2025, Branson, Missouri, will become the go-to destination where business leaders, IT pros, developers, end users, and other professionals come together to learn how the latest cloud technologies from Microsoft, including Power Platform, Copilot, Viva, Teams, Azure, Microsoft 365, and more can power teamwork, engagement, communications, and organizational effectiveness. NACS brings together the best speakers and attendees for an unforgettable experience for a fraction of the cost as other conferences.
Becky Bertram and Theresa Stearns will be presenting at an upcoming North American Collaboration Summit! We will be presenting engaging sessions on Microsoft Loop and Microsoft Work Management with Planner and Tasks. The 2025 North American Collaboration will be held in Branson, MO on September 7-9.
The agenda is still being finalized, but you can already see the wealth of sessions dedicated to Microsoft 365, covering the latest updates, best practices, and innovative solutions.
JUST FOR YOU – Savvy Exclusive Savings – 50% off your registration when you use code “Becky50”.
It will be a great event and we hope to see you there!

Savvy Insights Training Session - October 28, 2025
2025-10-28 11:15 - 12:30 | TN
📬 Level Up Your Outlook: Virtual Learning Session
Date: Tuesday, October 28
Time: 11:15 AM CT
Location: Online (link provided upon registration)
Ready to boost your productivity in just one session? Join Savvy for an exclusive virtual learning event designed to help you master Microsoft Outlook. Whether you’re drowning in emails or just looking to sharpen your workflow, this session will deliver practical, time-saving tips you can use right away.
What you’ll learn:

How to streamline your inbox with Focused Inbox, Rules, and Sweep
Organize smarter using Categories, Flags, and Microsoft To Do
Navigate the New Outlook interface with confidence
Discover hidden gems like Conversation view and more

This bite-sized session is perfect for busy professionals who want quick wins and lasting impact.
👉 Reserve your spot now and take the first step toward a more organized inbox.

Savvy Insights Roundtable - January 2026
2026-01-13 09:00 - 11:30 | Spark Coworking, 6 Cardinal Way, Suite 900, St. Louis, MO, 63102, United States
Join us to dive into Microsoft’s vision for 2026, with a special focus on the expanding role of AI agents in everyday productivity. Come gain practical insights into the latest tools and features designed to drive innovation, streamline workflows, and unlock new levels of collaboration.
Whether you’re attending on-site or online, you’ll gain a clearer understanding of what’s ahead—and how to prepare for it. Make sure to REGISTER by January 5!
Questions can be directed to info@savtechsol.com.

Cinci M365 Virtual User Group
2026-01-22 17:30 - 19:00 | TN
In recent months, Microsoft has broadened its AI product offering in Microsoft 365 away from just Copilot, to now rolling out multiple agents that can be used across Microsoft 365 applications. Many of these agents were released as part of Microsoft’s “Frontier” early adopter program.
In this session, Becky will walk through the functionality of some of these recently released agents, including Knowledge Agent, Project Manager Agent, the Office agents (Word, Excel and PowerPoint), the SharePoint page agent, Learning and Skills agents, and more. Come see examples of what these out-of-the-box agents can do for you and your organization!

KC User Group: SharePoint Intranets - What's New
2026-02-09 12:00 - 13:00 | Virtual
Discover how SharePoint intranets are built, explore the newest page design features, and learn the project steps to launch a site. Plus, see how SharePoint agents connect intranet content to Microsoft 365 Copilot for smarter, more accessible conversations.

Knoxville Community Days: Throw Me for a Loop
2026-02-26 - 2026-02-27 | Pellissippi State Community College (Blount County Campus), 2731 W Lamar Alexander Pkwy, Friendsville, TN, 37737, United States
Knoxville Microsoft 365 Community Day, the premier event for Microsoft 365 and Power Platform professionals in East Tennessee! This year’s spotlight is on Copilot and AI across Microsoft, with deep‑dive workshops, expert‑led sessions on SharePoint, Power Platform, Fabric, and Security, plus networking with MVPs, MCTs, and industry leaders. Whether you’re a business user, IT pro, developer, or architect, you’ll gain real‑world solutions to boost productivity, collaboration, and innovation. #KnoxvilleM365

Join our President, Becky Bertram, on Friday, February 27 for her presentation, “Throw Me for a Loop”. Microsoft Loop is a relatively new product on the scene, and like many new products, it’s rapidly changing. Additionally, some of its functionality overlaps existing products such as OneNote. Come to this session to get the skinny on how this tool can be used for group collaboration, meeting notes, tracking AI conversations, and more. We will talk about when – and when not – not use Loop, based on different use cases

Savvy Insights Training Session - April 16, 2026
2026-04-16 11:15 - 12:30 | TN
📬 Level Up Your Excel: Virtual Learning Session
Date: Thursday, April 16
Time: 11:15 AM – 12:30 PM CT
Location: Online (link provided upon registration)
Ready to boost your productivity in just one session? Join Savvy for an exclusive virtual learning event designed to help you master Microsoft Excel.
Registration will be opening in February so stay tuned!
