Beyond the hype: How AI agents and Copilot are changing how firms run

AI is moving fast. The firms that act now will pull ahead. Join Microsoft and Dayshape for an exclusive post-ITA discussion on what AI agents and Copilot are actually delivering inside professional services firms – and what that means for how you run your business in 2027 and beyond.

Designed for partners, executives, and operations leaders attending ITA Fall who want to go beyond the headlines and get into the real-world implications for their firm.

The session will conclude with Q&A and a networking reception.

When: Tuesday, November 10, 2026 starting at 4:00 PM CST

Where: San Antonio Marriott Rivercenter

4:00 PM | Welcome networking & refreshments

4:15 PM | Microsoft & Dayshape discussion and Q&A

5:00 PM | Post-event networking drinks reception

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JJ Worthen

JJ Worthen is a Sales Leader at Microsoft, leading business process transformation for strategic professional services firms. His team partners with senior leaders at accounting, consulting, legal, and engineering firms to reimagine how work gets done with AI, agents, and automation, tying each investment to what firm leaders care about most: growth, margin, utilization, and risk. A builder at heart, JJ helps firms move beyond AI pilots to connected operations that deliver real commercial impact.

Matt Cockett

Matt Cockett is the CEO of Dayshape. Matt is a seasoned leader with a passion for driving growth in global businesses with great products. Having worked in large companies, start-ups, and in PE-backed SaaS businesses, Matt has spent 20 years in technology, and the last 10 of those years in the world of people-focused tech. He is currently leading Dayshape through an exciting growth trajectory with its professional services optimization tool that's helping accounting & audit firms achieve extraordinary results.