Copilot Success Series - February
2026-02-25 11:00 - 11:15 (America/New_York) | https://youtu.be/Q34-sBtjnr8
Why join us?
Copilot changes weekly. In just 20 minutes, Teal cofounders Gar Whaley and Reid Johnston will demonstrate how SMB teams use Microsoft Copilot capabilities to save more time than imaginable.

Join them this month to:

Transform raw spreadsheets instantly with Copilot’s new Agent Mode
Generate full financial dashboards in seconds
Connect Copilot to third‑party tools like HubSpot and Salesforce
Use Copilot settings for deeper, more accurate reasoning

Who should attend

CEOs / COOs / Business Leaders
IT Directors / SMB IT Pros

Speakers

Reid Johnston, Chief Intelligent Transformation Officer & Teal Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation and secure adoption of AI at work.

Gar Whaley, Chief Revenue Officer & Teal Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

Microsoft 365 Tips & Tricks - March 2026
2026-03-05 11:00 - 11:20 | https://youtu.be/tgHIZS3SfQY
Join small business tech experts, Reid Johnston and Gar Whaley, for a 20-minute session packed with a ton of Microsoft 365 tips!

Copilot Success Series - March
2026-03-25 11:00 - 11:15 | https://youtu.be/U2UbmmQnbQs
Why join us?
Copilot changes weekly. In 20 minutes, Teal cofounders Gar Whaley and Reid Johnston will demonstrate how SMB teams use Microsoft Copilot capabilities to save more time than imaginable.

Who should attend

CEOs / COOs / Business Leaders
IT Directors / SMB IT Pros

Speakers

Reid Johnston, Chief Intelligent Transformation Officer & Teal Cofounder
25+ years guiding SMBs through practical modernization. Specializes in Microsoft 365, automation and secure adoption of AI at work.

Gar Whaley, Chief Revenue Officer & Teal Cofounder
Helps leadership teams translate AI capabilities into pipeline, productivity, and outcomes.

Microsoft 365 Tips & Tricks - April 2026
2026-04-02 11:00 - 11:20 | https://youtu.be/xJgWsimGBbw

Copilot Success Series - April
2026-04-23 11:00 - 11:15 | https://events.zoom.us/ev/AvnBeHSFMGl97Q-mW7gGKtPWPltD5fu0lvMTjENzUq69BzC-i2NL~AnGoB8Y6GytpY96qOBfbCR4ujksy7AeJhylwL48alzCS8446OQeoBBvdmw

Stop Guessing: Get Claude AI Working for Your Business
2026-05-21 11:00 - 11:15 | https://events.zoom.us/ev/AtzKR6FfcqGVnKoFKIfGODieslaCvl-E4HI3SeQVdUpcf70MyXhw~Ai4TCh6FrjHaDG4_xIC0F7qjQFQtLNvwn5_r3JC5LcStwx3_Vh9aOdVyBw
Most business leaders have heard of Claude, but few know how to use it in a way that actually saves time.

This 20-minute virtual event is built for executives and technology leaders who want to get work done with AI – without spending hours figuring it out on their own. Reid Johnston, Teal’s Chief Intelligent Transformation Officer and cofounder, walks you through the setup, features, and workflows he uses every day.

What you’ll explore:

The three settings to configure before you do anything else (most people skip these).
When to use Chat, Cowork, and Code.
How to use Projects and Skills to give Claude persistent context across your work.
How to generate research reports, build artifacts, and run repeatable workflows without writing a single line of code.
The shortcuts and dictation features that make Claude faster than typing.

Register now
