Gina Montgomery, Director of AI, Automation & Analytics, Armanino, joins Giuseppe Ianni on this episode of the AI Agent & Copilot Podcast. Montgomery details the learning objectives of her session at the upcoming AI Agent & Copilot Summit, and the impact the event has on building AI awareness across the community.
Key Takeaways
- Shift in AI focus: As Director of AI at Armanino, Montgomery explains that organizations are shifting from last year’s AI experimentation and demos toward defining real business use cases and operationalizing AI; embedding it into processes, insights, governance, and workforce interactions to transform how the business runs.
- Session overview: One of her sessions, “From Insight to Intuition: Designing Copilot Experiences that Understand People,” will provide “a practical blueprint for designing Copilot and agent experiences that people can trust and use,” addressing the gap between building AI systems and thoughtfully designing how employees interact with them.
- Learning objectives: Turning on Copilot often leads to early experimentation but a dip in trust as users encounter vague outputs, prompt fatigue, and unclear accountability because the experience wasn’t intentionally designed. Montgomery’s masterclass introduces an “agent experience” framework called CARE — context, awareness, relationships, and empathy — to help organizations design AI systems that are trustworthy, accountable, and effective in business workflows.
- Event relevance: The event, explains Montgomery, comes at “an inflection point with AI adoption across businesses,” bringing together technical and business leaders to help organizations move from exploring AI’s possibilities to deploying it responsibly and at scale across their operations.
AI Agent & Copilot Summit is an AI-first event to define opportunities, impact, and outcomes with Microsoft Copilot and agents. Building on its 2025 success, the 2026 event takes place March 17-19 in San Diego. Get more details.
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