Teal

Microsoft 365 Tips & Tricks - October 2025
2025-10-02 11:00 - 11:20 (America/New_York) | https://events.zoom.us/ev/Ak9UI3axNLVK3YS26dBzZc9p_aayJSgZSLlle96-0ChgCh2WiBTJ~AuQKje7xytavL5Mwrbvxn-zxCKSTJe21sNx3AABMUQsCQPjGCVdP53PmhA
Join small business tech experts, Reid Johnston and Gar Whaley, for a 20-minute session packed with a ton of Microsoft 365 tips!

Copilot Prompt Gallery, Custom Instructions & Memory
2025-09-24 11:00 - 11:15 (America/New_York) | https://events.zoom.us/ev/Aif1-N_qXUJ2xjn3czqQUdSm1njJhhVHrgMCNhnWMU6NUQjIiydH~An_AXzBOdDe7GoVIYfgwxBH1tZ6pELHU1tU5XrofMXh-RywlIho_bXEpoQ
Microsoft Copilot is evolving quickly and staying ahead of its new capabilities can mean the difference between experimenting with AI and actually transforming how your business works.
In this month’s Copilot Series session, Teal’s co-founders Reid Johnston and Gar Whaley, will show you how to take advantage of recently released features inside Microsoft 365 Copilot.
Reserve your spot today to learn how small- and mid-sized business leaders are personalizing Copilot, working faster, and enhancing their business’s success.

What You’ll Explore:

Custom Instructions

Copilot Memory

Editing and Sharing Prompts in Loop and Word

Creating and Saving Prompts

Finding Agents in Copilot Chat

Copilot Benefits Executive Event | Tyson’s Corner, VA
2025-09-17 12:00 - 13:00 (America/New_York) | Ruth’s Chris Steak House – Tysons Corner, 8521 Leesburg Pike, Vienna, VA, 22182, United States
Only 9 seats remaining – reserve yours today.

This event is reserved exclusively for SMB executives and IT professionals in the Washington DC metro area who are ready to turn Microsoft Copilot into a growth engine.
In just one hour, you’ll gain expert insights from CIO Reid Johnston in a private, small-group setting.
You’ll walk away with strategies you can apply immediately. Plus, the chance to network with a select group of peers over a curated dining experience at Ruth’s Chris Steak House.
Reserve Your Spot Now »

Proudly sponsored by our partners at Blackpoint Cyber.

What you’ll explore:

Real-world applications in Word, Outlook, Excel, PowerPoint, and Teams

Essential features every SMB should leverage for maximum efficiency

Integration strategies to streamline operations and improve productivity

What data and tools Copilot can access

Customization tips to align Copilot with your unique business goals

Why Attend?

Microsoft projects a 112% ROI after 3 years of Copilot adoption

79% of SMB executives believe AI is critical to staying competitive

61% of SMBs struggle to implement AI effectively

With only 17 seats available, you’ll have rare, direct access to Reid Johnston for your toughest AI questions.
These events regularly sell out with long waitlists. Secure your seat today to be among the select leaders gaining first-hand insights into Microsoft Copilot’s business impact.

Reserve Your Spot Now »

About Reid Johnston
Reid Johnston is a seasoned IT leader with over 25 years of experience guiding SMBs through technology transformation. As CIO and consultant, he helps businesses unlock growth, efficiency, and security with Microsoft solutions. His expertise with Microsoft Copilot and modern IT strategy makes him a trusted voice for businesses looking to turn artificial intelligence into measurable results.

Event Terms and Conditions
Teal reserves the right to remove or deny registration to any attendee at its sole discretion and without prior notice.
Participation is exclusively limited to executives representing small- to mid-sized businesses within the following industries: financial services, nonprofit, healthcare, construction, manufacturing, government contracting, and professional services. Registrations that do not meet these criteria may be canceled.
While refreshments may be provided, availability is not guaranteed. Food and beverages will be served strictly to attendees who arrive on time. Late arrivals are not guaranteed food or beverage service.

Microsoft 365 Tips & Tricks - September
2025-09-04 11:00 - 11:20 (America/New_York) | https://youtu.be/pwsOU7U1JqE
Join small business tech experts, Reid Johnston and Gar Whaley, for a 20-minute virtual event on how to set up a team within Microsoft Teams! Save your spot now to transform how your organization works.

Copilot Update: Agents, Search & Prompts
2025-08-27 11:00 - 11:15 (America/New_York) | https://youtu.be/OGDSh_OxhHc
Copilot Update: Agents, Search & Prompts
Join Teal’s CTO and Microsoft solutions expert Reid Johnston for a 15-minute event built specifically for IT professionals looking to turn Microsoft Copilot into a true productivity partner.
In this event, our cofounders explore some of the latest updates to Microsoft 365 Copilot.
Join us to explore:

Copilot search enhancements
AI agent enhancements
Scheduling recurring prompts to automate weekly updates

Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant and CTO with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Microsoft 365 Tips & Tricks - August
2025-08-07 11:00 - 11:20 (America/New_York) | https://www.youtube.com/watch?v=XoujveB66iY&t=185s

Best of CIO Reid Johnston’s Copilot Tips
2025-07-23 11:00 - 11:15 (America/New_York) | https://events.zoom.us/ev/AvZaxqXGDWSVpTQOJW_mYrNwnYrnTZYEnT1O90L-IqO8_meC2uah~AjIsKC0oagtQOcrZUJ1bHqFRp29_7nF59rXTEjfksZWKV9OW7W7FHH_Zkw
We’ve compiled the most popular Microsoft Copilot tips and tricks from past live sessions with 25-year expert Reid Johnston – now presented in a powerful, pre-recorded broadcast.
These are the actionable insights IT pros keep asking for. No fluff, just practical strategies to streamline workflows and reduce user friction.
Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Best of CIO Reid Johnston’s Microsoft 365 Tips - July
2025-07-03 11:00 - 11:20 (America/New_York) | https://events.zoom.us/ev/AkeP6ltpEk_UpfoiMMoYFol_oToe6ZRGovgPTJ1a4DTcS4Y0Llvk~AjM9-bq2ypu3ZHGQQCMdI66q3QOcstsD4N-Nwm3d7XzgXtQ-I-Tk8N8H4w
We’ve compiled the most popular Microsoft tips and tricks from past live sessions with 25-year expert Reid Johnston – now presented in a powerful, pre-recorded broadcast.
These are the actionable insights IT pros keep asking for. No fluff, just practical strategies to streamline workflows and reduce user friction.
Reserve your spot to watch the simulive premiere and take your Microsoft productivity to the next level.

Build Your First Microsoft Copilot Agent with Our CIO
2025-06-25 11:00 - 11:15 (America/New_York) | https://youtu.be/-DC4a5Cr2w8
Join Teal’s CIO and Microsoft solutions expert Reid Johnston to learn how to create and deploy Microsoft Copilot agents.
In this example, your agent can answer internal questions, streamline onboarding, and help your team move faster with less effort.

In this 25-minute virtual event, you’ll:

Explore the difference between Copilot vs. Copilot agents.

Create your first agent using natural language prompts.

Connect your SharePoint documents to train the agent.

Share the agent with your team without needing extra licenses.

Use agents to answer FAQs like PTO, benefits, or vendor questions.

Avoid common mistakes and iterate for better performance.

Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

AGC Federal Contractors Conference
2025-06-09 - 2025-06-11 | AGC Conference
Teal is a proud sponsor of the AGC Federal Contractors Conference.
Connect with Teal representative Amer Yaqub on-site as you dive into topics like:

Implementation of new executive orders and regulations
Multiple Award Contracts (i.e., IDIQs, MATOCs, MACCs)
Public-Private Partnerships (P3s)
Design-Build
Building Information Modeling (BIM)
Past Performance Evaluations under CPARS
Partnering
Small business
Employing technology to benefit contractor-owner project communication
& more!

Learn more
2025 FedCon Agenda – FedCon

Microsoft 365 Tips & Tricks - June
2025-06-05 11:00 - 11:20 (America/New_York) | https://youtu.be/zeI5mfk2d2I

Copilot for Minnesota Businesses
2025-05-30 12:00 - 13:00 (America/Chicago) | Baldamar, 1642 County Road B2 West, Roseville, MN, 55113
This exclusive 1-hour executive event offers invaluable insights into Microsoft Copilot and high-level networking opportunities.

What we’ll discuss:

Understand what data and tools Copilot can access.

Uncover essential features and how to maximize their impact.

Learn seamless integration strategies to revolutionize productivity.

Discover how you can customize Copilot to fit your needs.

Explore practical applications in Word, Outlook, Excel, PowerPoint, and Teams.

Why Attend?

Complimentary gourmet dining experience.

79% of SMB executives believe AI is key to staying competitive.

61% of SMBs struggle with implementing AI solutions.

Microsoft projects businesses will see a 112% ROI after using Copilot for 3 years.

Bring your toughest AI questions and get the expert answers you need. Reserve your spot now or share this event with one of your colleagues who can benefit.
Hope to see you there!

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Only 19 seats available.
Reserve Your Spot Now »

How to Use Copilot in Excel
2025-05-28 11:00 - 11:15 (America/New_York) | https://youtu.be/1qX84kkWKjY
Join Teal’s CIO and Microsoft solutions expert Reid Johnston this month to explore how you can use Copilot in Excel to analyze large datasets, including:

Generating quick data insights, like outliers and averages.

Creating a consolidated Insights Grid to view multiple analytics at once.

Performing advanced analysis with Python in Excel.

The licensing requirements needed.

Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Improve Your Password Policy: Strategies for Stronger Security
2025-05-12 | https://tealtech.com/visionary-it-small-business-podcast/
Passwords remain a cornerstone of cybersecurity; however, weak practices continue to put businesses at risk. In this episode, we discuss real-life breaches, strategies for creating and managing robust passwords, and the importance of multifactor authentication. Discover the password best practices you need to update your password policy and protect your company from password-related vulnerabilities.

Listen now on your favorite podcast platform!

Microsoft 365 Tips & Tricks - May
2025-05-01 11:00 - 11:20 (America/New_York) | https://youtu.be/qESZ-StsbFo

Harnessing the Entrepreneurial Operating System for Success
2025-04-28 | https://tealtech.com/visionary-it-small-business-podcast/
This episode unpacks the Entrepreneurial Operating System (EOS) and its six key components to improve organizational performance. Hear how Teal implemented the framework to scale effectively, with tools like the Vision/Traction Organizer and Level 10 Meetings driving alignment and accountability. Insights from Reid and Gar reveal key takeaways for businesses looking to adopt EOS.

Listen now on your favorite podcast platform!

How to Use Copilot in PowerPoint
2025-04-23 11:00 - 11:15 (America/New_York) | https://youtu.be/tkKSJez9VYI
Are you making the most of Microsoft Copilot? Or wondering how it can benefit your business?

Join Teal’s CIO and Microsoft solutions expert Reid Johnston this month to explore how you can use Copilot to create powerful PowerPoint presentations, including:

Automating the creation process

Using a template vs starting with a blank canvas

How Copilot structures the presentation

How you can enhance Copilot slides

And a whole lot more!

Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Teal’s Expertise at Nonprofit Technology Conference
2025-04-16 - 2025-04-18 | Baltimore Convention Center, One West Pratt Street, Baltimore, MD, 21201, United States
Discover essential nonprofit tech best practices and connect with a mission-driven community at the 2025 Nonprofit Technology Conference (NTC). Whether you attend in-person in Baltimore, MD, or virtually, you’ll gain insights from 140+ in-person and 24 virtual sessions led by Teal and other industry experts.
From cybersecurity to equity and marketing, the NTC is where nonprofit staff, funders, volunteers, and more come together to harness technology for social good.
Don’t miss this opportunity to elevate your mission with the right tools, knowledge, and support.

Learn more about our event

IT Spending Trends & Cost Optimization in 2025
2025-04-14 | https://tealtech.com/visionary-it-small-business-podcast/
With global IT spending projected to hit $5.75 trillion in 2025, this episode covers key drivers like AI, blockchain, and automation. Gar and Reid share how SMBs are balancing budgets with strategic investments in cybersecurity, telemedicine, and cloud solutions. Plus, hear real-world strategies on leveraging technology for competitive advantages and scalable growth.

Listen now on your favorite podcast platform!

Microsoft 365 Tips & Tricks - April
2025-04-03 11:00 - 11:20 (America/New_York) | https://youtu.be/kfI_X1vnQpo

Master Your Backup Strategy in the Cloud Era
2025-03-31 | https://tealtech.com/visionary-it-small-business-podcast/
In this episode, Reid and Gar break down why data backups are essential for modern businesses and how strategies like the 3-2-1 rule remain a cornerstone of cybersecurity. Discover practical tips for implementing reliable backups, choosing the right storage solutions, and avoiding common pitfalls. Plus, we’ll share real-world lessons from a business that got it right.

Listen now on your favorite podcast platform!

Explore Copilot Chat
2025-03-26 11:00 - 11:15 (America/New_York) | https://youtu.be/D0UBPOMPqe4
Microsoft Copilot is changing the way businesses operate in Microsoft 365 by providing:

Intelligent automation

Real-time insights

Enhanced collaboration

Are you making the most of it? Or wondering how it can benefit your business?

Join Teal’s CIO and Microsoft solutions expert Reid Johnston this month to explore M365 Copilot Chat, including:

What makes it useful

Work mode vs web mode

Data protections

Copilot chat functionalities

Reserve your spot now and share the event with colleagues who can benefit.

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Digital Transformation & Data Storage Solutions for Small Businesses
2025-03-17 | https://tealtech.com/visionary-it-small-business-podcast/
In this episode, Reid and Gar explore the rapid acceleration of digital transformation and why SMBs must embrace it to stay competitive. He breaks down the key differences between on-premises, cloud, and hosted solutions, with real-world examples like Microsoft Azure and Salesforce. Through insightful case studies, Reid showcases how a personalized, strategic approach helps businesses find scalable, secure technology solutions that align with their growth goals. Listen now to discover how the right hosting strategy can future-proof your business.

Listen now on your favorite podcast platform!

Microsoft Copilot for Washington DC Businesses
2025-03-14 12:00 - 13:00 (America/New_York) | Ruth’s Chris Steak House – Tysons Corner, 8521 Leesburg Pike, Vienna, VA, 22182, United States
Join us at the luxurious Ruth’s Chris Steak House, renowned for its sophisticated atmosphere and exquisite cuisine.
This exclusive 1-hour executive event offers invaluable insights into Microsoft Copilot and high-level networking opportunities.
Sponsored by Pax8.

What we’ll discuss:

Understand what data and tools Copilot can access.

Uncover essential features and how to maximize their impact.

Learn seamless integration strategies to revolutionize productivity.

Discover how you can customize Copilot to fit your needs.

Explore practical applications in Word, Outlook, Excel, PowerPoint, and Teams.

Why Attend?

Complimentary gourmet dining experience.

79% of SMB executives believe AI is key to staying competitive.

61% of SMBs struggle with implementing AI solutions.

Microsoft projects businesses will see a 112% ROI after using Copilot for 3 years.

Bring your toughest AI questions and get the expert answers you need. Reserve your spot now or share this event with one of your colleagues who can benefit.
Hope to see you there!

About Reid Johnston
Reid Johnston, a seasoned IT consultant with over two decades of experience, specializes in helping SMBs drive growth and efficiency using Microsoft solutions like Copilot.

Only 19 seats available.

Reserve Your Spot Now »

Microsoft 365 Tips & Tricks - March
2025-03-06 11:00 - 11:20 (America/New_York) | https://tealtech.com/it-resources/information-technology-videos/teams-onedrive-interactive-polls-more/

Co-managed IT & Steak for Twin Cities SMB Executives
2025-02-28 12:00 - 13:00 (America/Chicago) | Baldamar, 1642 County Road B2 West, Roseville, MN, 55113
Join us at the luxurious Baldamar Steakhouse in Roseville, renowned for its sophisticated atmosphere and exquisite cuisine.
Reid’s exclusive 1-hour executive event – set in one of the world’s most distinguished dining venues – offers high-level networking opportunities and invaluable insights into co-managed IT partnerships for small and medium-sized businesses.
Sponsored by Blackpoint Cyber.

About Reid Johnston
Reid Johnston, Teal CIO and Cofounder, brings over 20 years of IT consulting expertise helping SMBs optimize their operations and reduce downtime with a client-first approach. With a deep understanding of business needs and a passion for problem-solving, he has been empowering organizations to leverage tools like Microsoft solutions for enhanced efficiency and growth.

Why Attend?

Enjoy a complimentary gourmet dining experience at a renowned steakhouse.

Explore how forward-thinking IT leaders at SMBs are navigating complex environments (58%), bridging skill gaps (52%), and enhancing security (45%) through strategic partnerships.

Gain insights into the trends driving 50% of SMBs to adopt outsourced IT models for operational efficiency.

See Co-managed IT Partnerships in Action
Gar and Reid Johnson share common reasons small and medium-sized businesses outsource part of their workload to a managed service provider.

Bring your toughest co-managed IT questions and get the expert answers you need. Reserve your spot now or share this event with one of your colleagues who can benefit.
Only 19 seats available.
Hope to see you there!

Reserve Your Spot Now »

Meet with Gar at the Kaseya Compliance Summit, Washington DC
2025-02-27 12:00 - 19:30 UTC | Mayflower Hotel, 1127 Connecticut Ave Nw, Washington, DC, 20036, United States
Gar Whaley is attending Kaseya’s Compliance Summit in Washington, D.C. for an exclusive, half-day event designed for SMBs and MSPs. Reach out to Teal if you would like to meet up with him for a chat while you are gaining expert insights on navigating challenges within FedRAMP and CMMC to SOC2, PCI-DSS.

The Financial Implications of Cybersecurity
2025-02-24 | https://tealtech.com/visionary-it-small-business-podcast/
Cyberattacks impact 73% of SMBs, often leading to significant financial and reputational losses. Discover the true cost of cybersecurity breaches as well as why businesses should strengthen their cybersecurity by implementing foundational measures and consider partnering with a sophisticated managed IT service provider. This episode includes real-world cases, cost analyses, and success stories that reveal the importance of proactive strategies as security threats grow more dynamic.

Listen now on your favorite podcast platform!

Right of Boom Conference 2025
2025-02-19 - 2025-02-21 | MGM Grand Resort
We are excited to announce that our Chief Information Officer, Reid Johnston, will be attending the upcoming Right of Boom 2025 conference at the MGM Grand Resort in Las Vegas.
Right of Boom is a premier cybersecurity event dedicated to enhancing the cyber maturity of managed service providers and managed security service providers.
By engaging with industry leaders and exploring the latest strategies, we plan to bring back valuable insights that directly benefit our current and future clients.

Why Investing in Employees is Vital to Success
2025-02-18 12:00 - 12:15 (America/New_York) | https://events.zoom.us/ev/Aq4tJEYjh4bcewteDjQpCNH-Eol4QndVuEtUyT9Pi7Myxi4g3GoJ~AuCAaY4wPjjmz9ZtBwpJStaxdXrcFa_1Jym31B_Rwrbu5mJ3FJJtAhJkEw
Investing in people is a strategic advantage.
Join HR Director Shannon Anderson and Teal Cofounder Gar Whaley in this short virtual event as they explore why employee investment is essential – especially in service-driven industries like Managed IT Services – and how Teal’s approach is redefining the standard.

You’ll Discover:
✔ Why investing in employees directly impacts business success
✔ Teal’s data-driven hiring process and why it works
✔ How ongoing training and a strong company culture retain top talent

At Teal, we don’t just fill positions—we build careers. Our investment in people fuels our ability to provide obsessive IT services and create a customer-first, innovation-driven company.
