Solution Partner SME Submissions | Evolve Owners Group

Solution Partner SME Submissions - Owners

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Use the filters below to find sessions that match your interests. Please reach out to Elizabeth Lisk if you are interested in a virtual engagement.

Results as of July 13, 2026

Company	Speaker	Session	Takeaways	Topics	Presentation Time	TSP Size	Region

Cisco	Aaron Torres	Presentation Title: Building a Security Service Framework for AI Security Abstract Summary: As AI transforms the digital landscape, securing AI workloads has become a critical challenge. Join us for an interactive breakout session where we will explore how to build a comprehensive security service model and framework centered around AI Defense, a specialized AI security toolset designed to protect AI applications throughout their lifecycle. You will: - Gain insights into understanding the evolving market of AI workloads - Discover shadow AI usage - Address the unique security risks posed by AI, including adversarial attacks, data leakage, and model vulnerabilities This session will cover how to develop consultative security services that help organizations validate AI models, enforce runtime guardrails, and manage AI access policies to ensure safe, private, and compliant AI adoption. You will walk away with actionable strategies for building consultative security services, enabling your organization to innovate with AI while proactively managing emerging risks. Don’t miss this opportunity to explore integrated visibility, detection, and management – so your team can unleash the full potential of AI, securely.	You will walk away with actionable strategies for building consultative security services, enabling your organization to innovate with AI while proactively managing emerging risks. Don’t miss this opportunity to explore integrated visibility, detection, and management – so your team can unleash the full potential of AI, securely.	AI, Automation;	45 minutes;	$10M+;$5-10M;$1-5M;	North America;
Cloudflare	Volker Rath	Getting ready for the Post Quantum Era Post-Quantum is the new Y2K. Innovation in quantum computers is happening fast and cryptographically relevant quantum computers may come faster then predicted. NIST and the Australian Signals Directorate requested that government infrastructures needs to become post-quantum ready by 2030. Adversaries already started to collect highly sensitive data to decrypt it later once quantum computers become commercially available. Vulnerable algorithms such as RSA or ECDSA are used everywhere and upgrading infrastructure at scale is hard.	This presentation will explore how Cloudflare's platform enables customers to seamlessly become post-quantum ready without the heavy lifting.	Product Consulting & Support;Sales & Marketing;	60 minutes;	$1-5M;$5-10M;	APAC;
Cloudflare	Volker Rath	Maintaining Trust in the Era of AI Organizations are turning to AI to unlock its vast potential for innovation and productivity. AI is pervasive, impacting every facet of the business which exposes the organisation to a vast evolving threat and risk landscape.	This session will demystify the hype, and explain why we don’t need to reinvent our approach to security and compliance to effectively manage AI risks. Learn about a pragmatic approach to AI security that allows your organisation to move fast without losing visibility and control.	AI, Automation;Cybersecurity;	60 minutes;	$1-5M;	APAC;
Cloudflare	Volker Rath	Preparing AI governance for scale AI adoptin and agentic AI in particular is growing fast. Like with most emerging technologies, technology teams are moving much faster than security, risk and assurance teams which exposes organisations to business risks. Achieving business outcomes requires us to maintain visibility and control at scale across all IT governance domains.	This presentation will provide insights into how to establish and maintain situation awareness, manage risks and achieve business outcomes with AI.	AI, Automation;Customer Management & Retention;	60 minutes;	$1-5M;$5-10M;$10M+;	APAC;
ConnectWise	Any of these speakers: Scott Scrogin, Arlin Sorensen, or Matthew Lavendar	Overview of ITN Grow (or What ITN Grow can do for You)	They will learn what content, subject matter experts, and schedule is available in Grow. They will learn how Grow can impact their business and planning.	M&A, Valuations & PE;	30 minutes	$1-5M;$5-10M;$10M+;	North America;
ConnectWise	Arlin Sorensen	> Any topics related to M&A > Ask Me Anything Sessions		M&A, Valuations & PE;	30 minutes;45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
ConnectWise	Laurie Sorensen	> 4 Plans Training > Leadership topics (reach out to Laurie to discuss) > Mental Health presentation (30 min presentation with discussion to follow) - Mental health is one of the elephants in the room. After a year that has left us each bloodied and bruised in our own individual ways, we will discuss why it is one of the most important conversations for us to be having and equip us with some practical strategies and resources.		Leadership;Training & Certifications;	30 minutes;45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	EMEA;North America;
ConnectWise	Scott Scrogin	5. Improving Mental Health and Stress in the Workplace Description: This session offers a real and open conversation about improving mental wellness and mental health in the IT workplace. Learn how ongoing and new stresses impact individuals, leaders, and organizations. We’ll focus on practical strategies to increase awareness, take action, and decrease stigma. You’ll leave with self-assessments, discussion scenarios, and a resource Toolkit developed with CompTIA. Learn from other partners how addressing this challenging issue can make a positive difference for you and others.	Objectives: · Understand how ongoing and new stresses impact individuals, leaders, and organizations. · Learn practical strategies to increase awareness, take action, and decrease stigma. · Learn how addressing this challenging issue positively impacts you and the lives of others. · Receive self-assessments, group discussion scenarios, and a Resource Toolkit. Activity: Q&A, assessments, and open discussion. Next Action: Members return in 90 days and share progress on one item in their company.	Mental Health;	30 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
ConnectWise	Scott Scrogin	3. Transitioning to Your Next Chapter: 10 Lessons for Life After the Sale Description: This session addresses the reality that everyone transitions from their business or work life at some point. What is your plan for transitioning “to” something rather than “from” something? The challenges and opportunities owners and leaders include loss of identify, need for new purpose, changes in relationships, and restructuring of time. Transitioning requires navigating change and adopting new habits. Learn and discuss what has and hasn’t worked based on 10 Lessons from detailed interviews with MSP leaders. Prepare for your next chapter and its impact on health, happiness, and future fulfillment.	Objectives: · Identify possibilities for what success means after transitioning to “life after the sale.” · Learn the most common challenges leaders face with loss of identify, change of purpose, and restructuring time. · Review opportunities, challenges, and lessons from case studies who have transitioned. · Receive a Transition Toolkit with resources including the Top 10 Lessons with supporting partner quotes, Next Chapter Transition Plan Canvas, and “What’s Next” exercises. Activity: Complete part(s) of the Next Chapter Transition Plan Canvas (depends on time allotted). Next Action: Members return in 90 days and share progress investigating one of the 10 Lessons.	M&A, Valuations & PE;Transition;	30 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
ConnectWise	Scott Scrogin	4. Navigating Your Personal “What’s Next” Using Modes Theory: Transition, Next Chapter, and Career Modes Description: This session expands on the original four Modes by adding three new Modes. How does the way you think about growth align with your actions to achieve growth? Members receive an integrated framework, assessment, readiness tools, and partner whitepaper for navigating from the four Modes to Transition Mode to Next Chapter Mode – including the role played by Career Modes for owners and employees.	Objectives: Learn how Modes Theory can be used by MSPs and employees after exiting their roles. Think through an exercise about what a Next Chapter could mean for members. Activity: Members meet in small groups to prior to sharing Next Chapters with the full group. Next Action: Members return in 90 days and share progress on one Next Chapter item.	Transition;M&A, Valuations & PE;	30 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
ConnectWise	Scott Scrogin	Transition Readiness Assessment	They will understand the many aspects of business transition and what they can expect and plan for.	M&A, Valuations & PE;	60 minutes	$1-5M;$5-10M;$10M+;	North America;
ConnectWise	Scott Scrogin	1. Personal, Financial, and Business Transition Readiness Assessment Description: (This session was presented at the 2025 Facilitator Training.) Transition readiness aligns with planning and preparation completed by Evolve members in the 4 Plans. Members complete a short assessment in three key areas: Personal, Financial, and Business. Members who score highly on the assessment are called on to help other members. Group discussion follows.	Objectives: Help members understand gaps, set goals, and act while time allows. Pull the future forward to today using existing elements from Evolve (4 Plans, MPDs). Encourage awkward group conversations that lead to action. Activity: Members complete a short assessment followed by group discussion. Next Action: Members return in 90 days and share progress on one item in one area of readiness.	M&A, Valuations & PE;Transition;	30 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;EMEA;APAC;
ConnectWise	Scott Scrogin or Arlin Sorensen	Business Transition Engagement AMA/Facilitated Discussion	Members should have a better understanding of all the facets of business transition, including how it impacts them personally and professionally.	M&A, Valuations & PE;	60 minutes	$1-5M;$5-10M;$10M+;	North America;
ConnectWise	Scott Scrogin or Arlin Sorensen	2. Transition Timeline Overview and Discussion Description: This session walks members through the six-step Transition Timeline used in IT Nation Grow. Members choose from 50+ activities to discuss in more detail with input from experienced facilitators, members, and the SME. Several activities are covered depending on time.	Objectives: Expose members to the breadth and depth of business transitions. Help members start their transition with action in one (or more) activity. Educate members about the opportunity to attend IT Nation Grow as needed. Activity: Members choose from a long list of activities to focus discussion on specific activities. Next Action: Members return in 90 days and share progress on one item in the timeline.	M&A, Valuations & PE;Transition;	30 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
CSP Edge	Matthew Bristow	"Beyond rebates: building Microsoft Partner credibility that actually matters" Rebates and co op are valuable, but they are not the end game. This short session reframes Microsoft Partner status as a credibility asset with two audiences in mind: your customers and Microsoft. We will cover the simple signals that reinforce trust, the operational hygiene that protects incentive outcomes, and how to ensure your public partner story matches what Microsoft sees in Partner Centre.	1. A clear way to explain the purpose of Microsoft Partner status beyond rebates and incentives 2. Two practical self check questions to assess credibility and consistency 3. A simple checklist to improve proof readiness and partner hygiene (associations, evidence, and alignment between public messaging and Partner Centre reality)	Product Consulting & Support;Service Delivery & Operations;	15 minutes;	$5-10M;$10M+;	APAC;
CSP Edge	Matthew Bristow	Session Title: From Scorecard to Strategy: Turning Microsoft Partner Data into Profit Session Description: Many MSPs focus on service delivery but overlook the operational mechanics inside the Microsoft Partner Program that directly impact incentive earnings and designation status. This session breaks down how MCI incentives are calculated, why revenue becomes ineligible, and how Solution Partner scores can be systematically improved using real Partner Center data. Attendees will learn how to translate Microsoft scorecards into leadership decisions that protect rebates, increase points, and create measurable financial uplift.	- Clear understanding of how MCI incentives and Solution Partner scores actually affect profitability - Insight into the most common gaps that cause lost points or ineligible revenue - A practical 90 day action framework to improve Microsoft Partner Program performance - Confidence in reading and interpreting their own Partner Center data	Finance & Tax;Service Delivery & Operations;Microsoft Partner Program & Incentive Optimisation;	45 minutes;	$10M+;$1-5M;$5-10M;	APAC;
Dijital Team	Diana Drury	"Making Numbers Matter – Teaching Your Team to Care" Succession planning starts with a team who can succeed & succeeding starts with knowing what good looks like. In order to step back and focus ‘on your business’, you need to leave the functions ‘in the business’ in safe hands. One of the biggest roadblocks to this is the view that team leaders or senior technicians ‘don't have the business acumen’ to own and manage this function. Usually, neither did you when you first started the business – it’s something you’ve learnt along the way. One of the biggest hurdles in this process is ‘how do I teach something I wasn’t comfortable with’. This session is not about teaching you the numbers & metrics but empowering you with the skills to enable and teach the people you’re eyeing to step up. Delivered by an experienced presenter with focus on training the next generation of leaders in the business and developing an understanding of impact right from the start of one’s career.	A ‘Pathway’ to teaching your emerging leaders the intersection of service and finance A ‘lesson’ plan for topics you should know, before you teach.	Service Delivery & Operations;Leadership;HR & Talent Retention;Training & Certifications;	60 minutes;45 minutes;	$5-10M;$1-5M;	APAC;
Dijital Team	Diana Drury	When ‘Above and Beyond’ Risks a Negative: Gold Plating ‘Go above and beyond’ and ‘keep the customer happy at all costs’ became the rallying cry with the increased focus on ‘Customer Service Excellence’. What happens when ‘at all costs’ starts to really cost? When the ‘reticent to say no to a client’, starts to eat at your margins? Whether it’s a client, a team member or a particular ‘type of work’ this session will help you identify culprits (or potential culprits) and solve a problem before you need to fix an outcome. With a focus not just on what’s written down but the language we use – how we communicate expectations (internally and externally) matters in how our team will deliver. An examination of the ‘end result’ and the pathways that lead there, this workshop will provide direction to uncovering the hidden risk of gold plating in your business.	How to identify hidden costs in ‘above and beyond service’ How to solve for the risk before you need to fix the damage How to avoid ambiguity in communicating expectations	Customer Management & Retention;	60 minutes;45 minutes;		APAC;
Domotz	Jace Holyoak	You know the SOC and the NOC, let me introduce you to the ROC (Revenue Operations Center) Driving revenue and growth for your MSP doesn't have to be dramatically different that running your support team? Discover the core components, from quality data to automated workflows, needed to launch an revenue operations center for your MSP. Join this session to understand how to transform scattered processes into a high-velocity growth engine.	Attendees will leave with the following actionable takeaways: - The ROC Framework: A step-by-step view of the essential components needed to build a ROC. - Operational Alignment: How to connect marketing, sales, and service processes into a growth engine. - Practical Implementation: How to transform disjointed, manual processes into streamlined, scalable, and measurable operations. - Growth Impact: How a well-structured ROC can improve efficiency, accelerate revenue, and create a repeatable path to expansion.	AI, Automation;Customer Management & Retention;Sales & Marketing;	30 minutes;45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Domotz	Jace Holyoak	How to integrate AI and use Claude Code with your tech stack. AI works best when it’s connected to the tools and data MSPs already use. In this session, we’ll walk through step-by-step how to set up an MCP (Model Context Protocol) server and use it to integrate AI directly into your tech stack. We’ll cover how MCP works and how to connect it to real systems and workflows. I’ll also dive into Claude Code showing how you can use it to build, test, and deploy custom skills for Claude that actually do useful work, not just answer questions. This is a hands-on, implementation-focused session. You’ll leave with a clear blueprint for getting started with MCP and Claude in your own environment.	Members can leave with a fully functioning MCP server with AI integrated into their tech stack. They will also leave with a clear actionable steps on how to expand the use of AI within their existing tech stack.	AI, Automation;	30 minutes;45 minutes;60 minutes;	$10M+;$5-10M;$1-5M;	North America;
Evergreen	Isobelle Coventry	Driving Value in your Business: a deep-dive into the key metrics and business quality markers that influence valuations, plus an overview of Evergreen's value creation playbook and example case studies. Q&A time at the end included.	A clearer strategy for what growth levers members can focus on to drive organic growth and enhance their overall business value over time.	M&A, Valuations & PE;	45 minutes;	$1-5M;$5-10M;$10M+;	EMEA;
Evergreen	Reed Goddard	P&L Management - building enterprise value in your MSP	Tactical action items to bring to their business to build value, understanding the power of pricing, new logos, and cost management. Tips and tricks from our portfolio.	M&A, Valuations & PE;	30 minutes;45 minutes;	$5-10M;	North America;
Evergreen	Zaun Bhana	The 3 Key Levels to Unlock Profitability in your MSP	How deliberate, disciplined and decisive choices can make the difference between best-in-class profitability and bottom quartile performance. Which then translates to meaningful value creation when it's time to transition or exit from the business.	Finance & Tax;	45 minutes;60 minutes;	$5-10M;$1-5M;$10M+;	APAC;
Evergreen	Zaun Bhana	Business Value Creation - The 4 Factors that Drive Doubling Your Business Value in 5 Years	How to meaningfully move the needle in the major areas in an MSP business to drive up business value and what to prioritise	M&A, Valuations & PE;	45 minutes;60 minutes;	$5-10M;$1-5M;$10M+;	APAC;
Evergreen Services Group	Sarah Ahmed	M&A Myth Busters: 10 Lies the Industy Tells Owners The industry is full of half-truths, outdated advice, and loud opinions that don’t match reality. This session breaks down the 10 most common myths owners believe about selling an MSP, from valuations and earnouts to culture, autonomy, and what actually changes post-acquisition. We'll ighlight what buyers actually prioritize, and share what owners wish they had known before starting the process. The goal is simple: give you a clear, practical understanding of what selling really looks like so you can make better decisions — whether you’re thinking about 2026 or ten years from now.	The goal is to have a no nonsense conversations about what selling really looks like so owners have the confidence to ask the right questions when the time comes. They'll learn hwo valuations are actually determined, clarity on deal structures and terms and get a sense of timeline, preparation, and pitfalls.	M&A, Valuations & PE;	15 minutes;	$1-5M;$5-10M;$10M+;	North America;
Huntress	Becky Teal	Master the Chaos: Incident Response Tabletops with the Huntress board game Most incident response plans look great on paper but fail in practice. This hands-on session features Hunter\|Hacker, a tabletop game designed by Huntress to introduce your customers to tabletop exercises. Instead of technical "how-to," the board game focuses on the importance of planning and communication to survive a breach.	A live walkthrough of the Hunter\| Hacker game, highlighting why a solid plan is critical. Learn how to run this exercise for your own clients to identify critical gaps in their organizational readiness. See how to turn a "board game night" into a high-value consultative service that proves the need for better security policies.	Customer Management & Retention;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Huntress	Sasha Roshan	Title: AI, Hackers and Tokens: The Cyber War! With the rise of AI, cyber threats aren’t just increasing...they’re evolving. Attackers are now weaponising AI to automate reconnaissance, generate hyper-realistic phishing emails, clone executive voices, bypass traditional security controls, and accelerate lateral movement across networks. What once took days now takes minutes. What once required deep technical skill now requires nothing more than a well-crafted prompt. In this session with Huntress, we’ll break down how modern adversaries are leveraging AI to target your endpoints, compromise identities, and exploit the human element. You’ll see how attackers are stealing tokens faster than ever, evading legacy defenses, and moving through environments with unprecedented speed and precision. We’ll also explore why traditional security tools are struggling to keep pace and how the Huntress 24×7 human-led SOC detects, investigates, and neutralises modern threats before they escalate into business-ending incidents. Endpoints. Identities. Networks. Humans. All prime targets. All under attack. Join Huntress to see how a relentless, human-powered SOC stops AI-driven threats in their tracks before they stop your business.	A clear understanding of how attackers are using AI today Insight on how hackers bypass MFA and Conditional Access Policies to gain access to your M365 environment Real world examples of modern attack chains targeting endpoints, identities and humans Insight into why traditional security tools are failing A behind-the-scenes look at how the Huntress 24x7 SOC detect, investigates and stops threats before they escalate	Cybersecurity;	45 minutes;	$1-5M;	EMEA;
iTValuations	Corey Kerns	M&A Outlook for 2026 - Risk of selling now vs. risk of not selling	A candid look at the 2026 M&A landscape for IT services companies—what’s driving buyer demand today, what matters beyond headline multiples, and the real risks of selling now versus waiting as owners plan their exit.	M&A, Valuations & PE;	30 minutes;45 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Greg Northrop	Understanding R&D Eligibility: Common MSP Activities That Qualify	This session breaks down how R&D eligibility actually applies to MSPs. We’ll walk through common, real-world MSP activities that often qualify for the R&D tax credit, clarify frequent misconceptions, and explain what documentation and processes buyers and the IRS expect—so owners can evaluate eligibility with confidence.	Finance & Tax;	30 minutes;45 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Greg Northrop	Tax-Efficient Structuring: How Entity Decisions Impact Owner Outcomes	This session explores how entity structure decisions influence owner taxation, cash flow, and after-tax outcomes over time. We’ll discuss common structuring considerations, when changes may (and may not) make sense, and how to evaluate tax efficiency in the context of growth, succession, or a future transaction.	Finance & Tax;	30 minutes;45 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Greg Northrop	Entity Selection & Tax Strategies for Transactions	How your business is structured affects how much of your sale you actually keep. This session breaks down entity types, tax treatment differences, and the strategies buyers and sellers use to structure deals — so you're not leaving money on the table when it matters most.	Finance & Tax;M&A, Valuations & PE;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Reed Warren	MSP Valuations Aren’t About Multiples—They’re About Momentum	Designed for MSP owners thinking ahead, this session explores how sustained momentum—across revenue, clients, and leadership—drives valuation outcomes, buyer confidence, and exit flexibility in a consolidating market.	M&A, Valuations & PE;	30 minutes;45 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Reed Warren or Greg Northrop	The Long Game: How to Build a More Valuable MSP — With or Without an Exit in Mind	Not every MSP owner is building toward a sale. But in an economy that keeps shifting — consolidation pressure, margin compression, evolving client expectations — every owner should know what their business is worth and what's making it stronger or more fragile over time. This session is for the owners who are in it for the long haul: the ones focused on building a business that's not just profitable, but resilient. We'll cover the value drivers that compound over time, how to stress-test your business model against economic headwinds, and the operational and financial habits that separate high-value, sustainable MSPs from ones that are just getting by.	Finance & Tax;M&A, Valuations & PE;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Reed Warren, Corey Kerns, or Greg Northrop	Sell High or Sell Later: The MSP Valuation Window Every Owner Should Understand	An honest picture of where MSP multiples are today and how long that’s expected to hold A plain-language explanation of why election cycles affect valuations and what history tells us about the pattern A decision framework: sell in the next 12–24 months, or wait for the post-election rebound The value preparation steps that matter most depending on which path you choose	M&A, Valuations & PE;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Reed Warren, Corey Kerns, or Greg Northrop	The 2026/2027 IT Services Valuation Reset: What Buyers Will (and Won’t) Pay For	If you're planning a transaction in the next two to five years, the market you're walking into looks different than it did. Buyer priorities have shifted, and what drove premium valuations a few years ago isn't the whole story anymore. This session gives MSP owners a clear-eyed look at the transaction landscape over the next few years — what buyers will pay up for, what they won't, and how to make sure your business is built for the market that exists today.	M&A, Valuations & PE;Finance & Tax;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations	Reed Warren, Corey Kerns, or Greg Northrop	Valuation Creation Strategies to Prepare Your MSP for a Transaction	Buyers don't pay for potential. They pay for what they can see, verify, and count on. This session walks through how MSP valuations are built — what drives multiples up, what drives them down, and the moves you can make before you go to market to make sure you're getting full value for what you've built. If a transaction is on your horizon in the next one to five years, this is where to start.	Finance & Tax;M&A, Valuations & PE;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations / iT Tax Advisors	Greg Northrop	Protect What You've Built: Estate Planning for MSP Business Owners	A business worth $5M, $10M, or $20M is only worth that to your family if it's structured to transfer correctly. This session walks through the estate planning decisions that matter most for MSP owners — from buy-sell agreements and gifting strategies to trusts and valuation discounts — so the value you've created doesn't disappear in transition.	Finance & Tax;M&A, Valuations & PE;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
iTValuations / iT Tax Advisors	Greg Northrop	The R&D Tax Credit: Your MSP's Hidden Tax Credit Opportunity	Most MSPs assume the R&D tax credit doesn’t apply to them—but many are already doing qualifying work. In this session, we’ll break down the common, high-ROI activities MSPs engage in every day that may partially or fully qualify for the R&D tax credit. This includes areas like engineering, automation, cybersecurity, process improvement, and internal innovation. We’ll walk through how eligibility actually works, what documentation matters, and how to identify qualifying activities inside your existing operations—without changing how you run your business. Whether you’re a growing MSP or a mature organization, this webinar will help you understand where innovation already exists in your business and how to evaluate whether you’re leaving valuable tax credits on the table.	Finance & Tax;M&A, Valuations & PE;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Lexful	Tom Sopwith	AI is working, change is exhilarating, where is its knowledge base? If your RAG is ragged, your co-pilots are flying blind. If you secretly suspect your techs are pasting sensitive data into chat windows just to get results - you need this session. Agents and AI workflows are evolving fast. Their output looks different every week. But here's the question nobody's asking loudly enough: how's your core data holding up? Knowledge is the bedrock of your service business. A great tech doesn't just wing it - they draw on experience, colleagues, tooling, and solid documentation. Your AI agents are no different. Feed them weak knowledge, and they'll deliver weak results. This is an interactive discussion. We're getting into the weeds on your Knowledge Operations Layer: what you actually have today, where the gaps are, and what good looks like. Tool-agnostic, honest, and actionable.	- A checklist of best practices for data storage and access - An honest analysis of your current solutions - Simple, concrete next steps to unleash your knowledge layer for real AI impact	AI, Automation;Product Consulting & Support;Service Delivery & Operations;	45 minutes;	$10M+;$5-10M;$1-5M;	EMEA;North America;
Live Oak Bank	Nick Padlo	Increasing My Enterprise Value- Financing Solutions for Growth	Debt financing options for M&A using both SBA and Conventional financing, What financing due diligence looks like, Case Study examples for recently funded acquistions	M&A, Valuations & PE;Finance & Tax;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Mizo	Mathieu Tougas	The Automation Maturity Curve: Where Is Your Service Desk Really? Most MSPs think they're "automated" because they have a few scripts and a chatbot. A maturity model from reactive ticketing to autonomous resolution, with honest markers for each stage.	A self-assessment to locate your service desk on the curve and a prioritized path to the next level.	AI, Automation;Service Delivery & Operations;	30 minutes;45 minutes;	$1-5M;$5-10M;	North America;
Mizo	Mathieu Tougas	Customer Zero: Building and Stress-Testing AI Inside Your Own MSP Before you sell AI to clients or trust it in production, you should be your own first customer. How to run "Customer Zero" experiments inside your MSP : your tickets, your techs, your SLAs as the proving ground.	A framework for safely piloting AI on live operations, including guardrails, rollback plans, and how to measure whether it's actually helping.	AI, Automation;Service Delivery & Operations;M&A, Valuations & PE;	45 minutes;30 minutes;	$5-10M;$10M+;	North America;
Mizo	Mathieu Tougas	Value-Based Pricing for AI: Stop Selling Hours, Start Selling Outcomes Hourly based pricing leave most of AI's value on the table, and train clients to see it as a commodity. This session covers value-based pricing: anchoring price to the business outcome rather than your cost to deliver it.	A practical framework on how to sell AI projects to customers, from discovery to deployment while focusing on value-based outcomes.	AI, Automation;Customer Management & Retention;Sales & Marketing;	45 minutes;30 minutes;	$5-10M;$1-5M;	North America;
Mizo	Mathieu Tougas	Trust, but Verify: QA in an AI-Driven Service Desk When agents, or technicians, close tickets at scale, quality assurance becomes the bottleneck. How to QA AI-handled tickets, catch silent failures, and protect CSAT as volume grows.	A practical QA model for AI-assisted resolutions: what to sample, what to flag, and how to keep clients confident.	AI, Automation;Service Delivery & Operations;	30 minutes;45 minutes;	$1-5M;$5-10M;	North America;
Mizo	Mathieu Tougas	Project vs. Recurring: Pricing AI as MRR, Not a One-Off AI lands easily as a project but the margin lives in recurring revenue. How to structure deals so the implementation funds itself while the real value, and your valuation multiple, comes from the managed-service tail.	A model for converting one-time AI projects into durable MRR, and the contract mechanics (commitment terms, ramp pricing) that make it stick.	AI, Automation;Customer Management & Retention;Sales & Marketing;	30 minutes;45 minutes;	$1-5M;$5-10M;	North America;
Mizo	Mathieu Tougas	Triage to Autonomous Resolution: The Agentic Service Desk Stack A walkthrough of the full ticket lifecycle: triage, dispatch, communication, resolution, QA reimagined with agents at each stage. Where agents excel, where humans stay in the loop, and how the handoffs work.	A mental model for the agentic service desk and a clear view of which stages are ready for automation today.	AI, Automation;Service Delivery & Operations;Customer Management & Retention;	45 minutes;30 minutes;	$5-10M;$1-5M;$10M+;	North America;
Mizo	Mathieu Tougas	Building an AI Line of Business: From One Deal to a Revenue Stream Selling AI ad hoc is different from running it as a productized service line. How to package, price, and operationalize AI into a repeatable offering with its own margin targets, sales motion, and growth math.	A blueprint for standing up an AI services P&L: pricing architecture, target margins, and the milestones that prove it's a business, not a side project.	AI, Automation;Sales & Marketing;Customer Management & Retention;	30 minutes;45 minutes;	$5-10M;$1-5M;	North America;
Mizo	Mathieu Tougas	Instrumenting the Outcome: If You Can't Measure It, You Can't Sell It Guaranteeing an outcome means proving it continuously. How to define the metric, baseline it, instrument the data pipeline, and report it in a way clients trust, turning measurement from an afterthought into the backbone of the model.	A blueprint for the metrics and reporting cadence that make an outcome guarantee defensible at the QBR and at renewal.	AI, Automation;Customer Management & Retention;Sales & Marketing;Service Delivery & Operations;	30 minutes;45 minutes;	$5-10M;$1-5M;	North America;
Mizo	Mathieu Tougas	Stop Hiring Dispatchers, Start Training AI Walkthrough of a MSP journey in delegating Triage, Dispatch and Coordination roles to AI agents so that their techs can focus on higher value work	- The shift from leveraging human labor to transitioning to human + digital labor - How to best collaborate with AI Agents at scale and in critical roles - Step-by-step approach to transitioning dispatch to higher-value work	AI, Automation;Service Delivery & Operations;	30 minutes;	$5-10M;	North America;
Mizo	Nathanaelle Demchere	Killing L1 Grunt Work: What Happens When AI Handles Triage, Dispatch and Docs Password resets, ticket routing, chasing down documentation — this is the work that burns out your best techs and keeps your service desk stuck in reactive mode. This session covers how we used Mizo to automate the most repetitive L1 tasks end-to-end, from intelligent triage and dispatch to automatic documentation updates. We'll look at real before-and-after workflows and discuss how this changes the day-to-day experience for your team and your clients.	A clear picture of which L1 tasks are best suited for AI automation today vs. what still needs a human How to restructure your team's focus once AI absorbs the grunt work What the client experience looks like when first-response times drop dramatically A practical starting point for MSPs who want to pilot this without disrupting current operations	AI, Automation;	30 minutes;	$1-5M;$5-10M;	North America;
Mizo	Nathanaelle Denechere	The Technician Career Path Problem,Solved? Technicians historically climbed from L1 to L2 to L3 by accumulating experience. But if AI handles L1 work, how do juniors learn? And if L2 work is increasingly AI-assisted, what does "senior" even mean anymore? The traditional career ladder is broken, and techs know it. Why This Is Critical in 2026? Retention is about more than pay, it's about growth. If your techs can't see a path forward, they leave. MSPs need new career models that account for AI collaboration, specialized skills, and roles that didn't exist two years ago.	- How to have career conversations with techs who are scared AI will replace them - How to assess and develop "AI collaboration" as a skill - career paths that work in AI-augmented MSPs	AI, Automation;HR & Talent Retention;	30 minutes;	$5-10M;$10M+;$1-5M;	North America;
MONJUR	Rob Scott	Evolve title Using AI For Intelligent Legal Protection - Legal advisement and contract compliance and security Using AI for Intelligent Legal Protection explores how artificial intelligence can identify contract risk, support compliance workflows, and streamline legal processes through intelligent automation. By analyzing legal documents, surfacing deviations, and highlighting regulatory risk areas, AI driven contract intelligence provides 24/7 AI support under attorney supervision. This approach delivers a more consistent and informed way to manage legal decision making in increasingly complex regulatory environments, without implying continuous human availability.	Legal advisement	AI, Automation;Legal;	45 minutes;	$10M+;$5-10M;$1-5M;	North America;
MONJUR	Rob Scott	Using AI For Intelligent Legal Protection - Legal advisement and contract compliance and security	Awareness and legal advisement	Legal;AI, Automation;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
MSP GrowthOS	Dave Sagraves	The 3 Biggest Mistakes MSP Owners Make Scaling Repeatable Revenue	- #1 metric you should track for revenue growth. - When to invest in marketing vs. direct sales efforts. - Learn how to hit the EASY BUTTON for MRR growth. (Hint: There is nothing easy about it)	Sales & Marketing;	45 minutes;60 minutes;75 minutes;90 minutes;	$1-5M;$5-10M;$10M+;	North America;
MSP GrowthOS	Dave Sagraves	Why Salespeople Fail at MSPs This session explores the common reasons salespeople struggle to succeed in MSPs and provides practical insights to overcome these challenges. It begins with an interactive group exercise designed to bring clarity to each MSP owner's revenue growth ambitions: - Desired annual sales growth. - Current top-line revenue and profitability. - Runway needed to achieve sustainable growth. - Existing tools and processes currently supporting revenue generation. - Current and future resources need to match desired growth.	Identify if you can afford to invest in sales growth. How to avoid: Mismatched hiring, weak "sales" culture, low dopamine returns to salespeople, focusing on the wrong sales metrics or unrealistic quotas. Actionable steps to identify, recruit, hire and train successful salespeople. Confidence to decide when and how to invest in sales capacity effectively.	Sales & Marketing;	45 minutes;60 minutes;75 minutes;90 minutes;	$1-5M;$5-10M;$10M+;	North America;
MSPCFO	Larry Cobrin	How to Know When NOT to Fire a Client	We all have those clients—the ones that make the service desk groan every time another ticket comes in. At some point, firing them feels like the obvious move, and sometimes it is—but not always. In this session, we’ll show you how to use your data to understand what’s really driving the frustration, what’s happening in the client’s environment, and what’s within your control to fix. You’ll learn how to tell the difference between accounts that are truly unprofitable and those that are simply mis-managed or misaligned. Because it’s far more expensive to replace a client than it is to turn the right ones into rockstars.	Customer Management & Retention;Finance & Tax;Service Delivery & Operations;	30 minutes;45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
MSPCFO	Larry Cobrin	MSPCFO's Insights Report	Take a deep dive with the creator of the MSPCFO Insights Report and what we hoped it would bring to your Evolve group and business. The free report that will either uncover data gaps OR uncover powerful insights in your client base.	Customer Management & Retention;Finance & Tax;Service Delivery & Operations;	30 minutes;45 minutes;60 minutes;	$1-5M;$5-10M;	North America;
MSPCFO	Larry Cobrin	One Magic Metric and Everything that Drives It	Client profitability isn’t guesswork—it’s measurable. In this session, we reveal the one metric that captures all eight core drivers of profitability and shows how every client truly performs. From there, we break down low-profit clients to uncover exactly what’s hurting margins and what to change.	Customer Management & Retention;Finance & Tax;Service Delivery & Operations;	45 minutes;30 minutes;	$5-10M;$10M+;$1-5M;	North America;
Next Level Now	Brandi Bonds	Beyond the Budget: Building a Forecast-Driven MSP Most MSPs build an annual budget, review it occasionally, and then spend the year explaining variances. Traditional budgeting is static. Forecasting is dynamic and forward-looking. This session teaches MSP leaders how to implement a 12-month rolling forecast that integrates sales pipeline data, hiring plans, utilization trends, pricing assumptions, and cash projections to create real-time strategic visibility. Rather than managing from historical reports, you’ll learn how to use scenario modeling and operational drivers to anticipate risk, guide hiring decisions, protect margin, and accelerate growth, transforming finance from a rearview mirror exercise into a proactive leadership tool.	• The critical difference between static budgeting and rolling forecasting • How to build a 12-month rolling forecast using real operational drivers • Integrating sales pipeline, hiring plans, and utilization data into projections • Using scenario modeling (best case / expected / stress case) to guide decisions • Tools and data sources required for forward-looking visibility • How forecasting transforms leadership conversations from reactive to strategic • A practical framework to shift from historical reporting to predictive financial management	Finance & Tax;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds	EBITDA Improvement Lab: Identifying Hidden Profit Leaks Many MSPs operate below benchmark EBITDA without realizing where margin is eroding. This working session helps members identify common profit leaks in service delivery, overhead structure, pricing, and payroll alignment.	• The most common drivers of sub-benchmark EBITDA • Where margin typically erodes in growing MSPs • How to prioritize improvement efforts • A practical roadmap to improved profitability	Finance & Tax;M&A, Valuations & PE;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds	Benchmark-Ready Financials: Aligning Your Chart of Accounts to Service Leadership Many MSPs misclassify revenue and expenses, leading to distorted benchmarking results. This session clarifies recurring service vs. recurring product, proper payroll alignment, and functional expense allocation to ensure accurate Service Leadership uploads and meaningful comparisons.	• Clear standards for recurring service vs. recurring product • Proper placement of account management (“farmer”) payroll • Correct allocation of benefits and payroll taxes by function • A framework to realign financials for accurate benchmarking	Finance & Tax;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds	The CFO Palm Reading Experience: Live B-Line Financial Diagnosis This high-impact, interactive session offers peer groups a rare opportunity: a live financial “diagnosis” performed by a real-life CFO using anonymized Service Leadership Index (SLI) B-Line data submitted in advance by participating members. To deliver maximum value, the facilitator will collect and provide anonymized SLI summary reports (no company names or identifying information required) at least one week prior to the session. The experience relies on real benchmark data from the room. Without context or backstory, Brandi interprets the numbers in real time: analyzing gross margin trends, service vs. product mix, payroll allocation, EBITDA performance, growth patterns, and cost structure to determine what likely occurred operationally inside each MSP. This fast-paced session demonstrates how seasoned CFO-level leadership reads between the lines of benchmark data to uncover pricing misalignment, staffing strain, unmanaged growth, structural inefficiencies, or hidden risk - turning raw numbers into strategic insight.	• How to interpret SLI B-Line data beyond surface metrics • Recognizing operational patterns hidden inside financial reports • Identifying pricing, payroll, or capacity misalignment quickly • Understanding what strong vs. fragile benchmark profiles look like • Thinking like a CFO when reviewing your own financials • Sharpening executive pattern recognition for faster decision-making	Finance & Tax;	45 minutes;60 minutes;	$10M+;$5-10M;$1-5M;	North America;
Next Level Now	Brandi Bonds	Cash Flow Acceleration: Practical Strategies to Improve Liquidity Profit does not equal cash. This session provides practical strategies to improve working capital management, billing discipline, and liquidity without slowing growth.	• Identify cash flow leaks • Improve billing and AR discipline • Manage vendor terms strategically • Increase liquidity within 90 days	Finance & Tax;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds	Why Most MSP Scorecards Are Useless (And What to Track Instead) Most MSP leadership teams review a scorecard every week, but many of the metrics being tracked don’t actually drive better financial performance. In this interactive session, Brandi Bonds, a CFO with two decades of experience with MSP's, will break down the difference between activity metrics and financial drivers, and explain why many MSP scorecards fail to highlight the real issues impacting profitability. We will walk through the financial and operational metrics that actually predict MSP performance, and show how leadership teams can use them to detect margin leaks, improve service efficiency, and make better decisions about hiring, pricing, and growth.	The difference between operational activity metrics and true financial drivers. The 10 metrics that actually predict MSP profitability. How to identify early warning signs of margin erosion. How to structure a leadership scorecard that drives accountability. Practical examples of how high-performing MSPs use metrics in their weekly meetings.	Finance & Tax;Service Delivery & Operations;	45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds	Compensation Architecture: Aligning Incentives with Margin & Growth Compensation structures can either strengthen EBITDA or quietly undermine it. This session explores how executive pay, sales incentives, and service bonus programs should align with margin targets, cash flow discipline, and enterprise value creation.	• How to align incentives with gross margin and EBITDA to avoid margin-eroding bonus structures • Protect cash flow in compensation design • Creating compensation plans that drive results without hurting culture • Balance owner pay with reinvestment strategy	Finance & Tax;HR & Talent Retention;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds	Payroll Allocation Done Right: Protecting Gross Margin Accuracy Payroll misclassification is one of the biggest reporting errors in MSP financials. This session focuses on aligning payroll, taxes, and benefits to Service, Sales, and G&A to produce clean gross margin and EBITDA reporting.	• How to allocate payroll by functional area • Why account management belongs in Service (not Sales) • The impact of benefits/taxes misallocation • How to audit and correct payroll reporting errors	Finance & Tax;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Next Level Now	Brandi Bonds, CEO/CFO	The 7 Levers That Drive MSP Profit, Cash & Value	A clear understanding of the 7 financial levers that directly drive MSP profit, cash flow, and enterprise value and why growth must be engineered, not hoped for (and from a fun and dynamic presenter who has worked with MSP's for over a decade). Insight into how pricing, utilization, and gross margin can be adjusted in small increments to produce meaningful EBITDA improvement. Real-world examples showing how moving one lever at a time changes financial outcomes, demonstrated live so members can see the impact instantly. A practical roadmap (and worksheet) for choosing one improvement per quarter to steadily build financial maturity and operational stability. A valuable Excel template that helps MSPs measure, track, and act on these levers with clarity and confidence. Renewed confidence in their numbers, understanding what truly moves profit and cash, and how to focus their teams on the metrics that matter.	Finance & Tax;M&A, Valuations & PE;	60 minutes;45 minutes;	$1-5M;$5-10M;$10M+;	North America;
Pax8	Lane Smith	Hiring with Intention: A Repeatable Process for Success A practical, leader‑focused session designed for today’s hiring reality—where polished résumés, AI‑generated applications, and high candidate volume make it harder than ever to separate signal from noise. In this session, leaders will learn how to build a disciplined, repeatable hiring process that goes beyond surface‑level screening and gut feel. We’ll explore how to validate real experience in an AI‑driven world, reduce hiring risk, and consistently identify candidates who can perform, adapt, and thrive. Participants will walk away with a clear framework for recruiting intentionally, verifying authenticity early in the process, and making hiring decisions that strengthen culture, performance, and long‑term growth.	A practical, leader‑focused session designed for today’s hiring reality	HR & Talent Retention;	45 minutes;30 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	North America;
ScalePad	Luis Giraldo	Title: The Purpose of a QBR Audience Persona: Owners, AMs, vCIOs Summary: In this compelling session, Luis challenges everything you think you know about the QBR, to uncover the real impact that’s possible with a repeatable framework aligned to customer goals and outcomes.	• A refreshed and reinvigorated purpose for the QBR • A thorough understanding of how to leverage customer segmentation • A thorough unpacking of Luis’ QBR Blocks System for building high-impact QBRs.	Customer Management & Retention;	60 minutes;	$5-10M;$10M+;	APAC;EMEA;North America;
ScalePad	Luis Giraldo	Title: Rethinking Customer Management and Retention Audience Persona: Owners, Managing Directors Summary: Most MSPs still treat customer management as a reactive, support-heavy function. But the clients who stay and grow see their MSP as a strategic partner. This session challenges traditional customer management views and introduces new ideas and techniques that may help deepen relationships.	● The importance of repositioning your value and expertise to escape the commoditization trap. ● We will review and discuss a different set of 'best practices' to improve overall customer management and retention. ● We'll chat about how retention starts at the sales stage and why proper discovery is key to set you up for success.	Customer Management & Retention;	60 minutes;	$5-10M;$10M+;	APAC;EMEA;North America;
ScalePad	Luis Giraldo	Title: Change Leadership in 30 (Client Edition) Audience Persona: Owners, AMs, vCIOs, Customer Success leads Summary: Large customer projects stall without sponsorship, clear slices (sprints), and simple governance. This session equips Owners, AMs, and vCIOs with a 30-minute conversation playbook to secure a sponsor, frame a two-week pilot, set metrics, and run light governance. You’ll use WIIFM messaging, ADKAR cues, and objection turns to accelerate decisions.	• Secure a named sponsor and a 15-minute weekly check-in. • Co-design a two-week pilot with clear acceptance and rollback. • Map stakeholders and write one WIIFM per role. • Set 2–3 leading metrics and one cadence; publish a one-page Customer Change Charter. • Use triggers to act fast when adoption, coverage, or attendance dips.	Customer Management & Retention;Change Leadership;Service Delivery & Operations;	60 minutes;	$5-10M;$10M+;	APAC;EMEA;North America;
ScalePad	Luis Giraldo	Title: Leading Internal Change That Sticks Subject/Theme: Change Leadership Audience Persona: Owners, Ops leaders, AM/vCIO managers, Service Desk leaders, PMs Summary: Many MSP initiatives run as side projects and ultimately fail. This session demonstrates how to implement internal change as a regular operating cadence. You’ll use a simple framework with ADKAR overlay to tie change to outcomes, define observable behaviors, ship two-week progress, and steer with metrics and risk management.	● Align change to business outcomes, not activity. ● Define 3–5 observable behaviors per role and audit weekly. ● Plan a two-week first "slice" (sprint) with acceptance criteria and rollback. ● Instrument 3 leading and 2 lagging metrics with thresholds. ● Operate a weekly standup, decision log, and risk register with triggers.	Service Delivery & Operations;Internal Change Leadership;	60 minutes;	$5-10M;$10M+;	APAC;EMEA;North America;
ScalePad	Luis Giraldo	Title: How to Build Your Customer Success Playbooks Audience Persona: Owners, Managing Directors Summary: The MSP industry is realizing its heavily commoditized state and shifting the narrative of conversations from MSP-centric to client-centric. This session will workshop some key ideas to help you design a sustainable approach to Customer Success.	● Review and discussion of our Customer Success Readiness Assessment (template provided) ● Review and discussion of Segmentation (why the MRR approach is broken and some ideas to fix it) ● Getting started mapping various CS roles across your team (template provided)	Customer Management & Retention;Customer Success;	60 minutes;	$5-10M;$10M+;	APAC;EMEA;North America;
ScalePad	Luis Giraldo	ScalePad Platform and MCP Show-and-Tell Experience the next evolution of the ScalePad Platform powered by MCP. This session moves beyond simple data visibility to demonstrate true operational orchestration. We will show you how to use MCP-enabled AI not only to pull insights but also to interact with, manipulate, and create data at scale across your entire client base. Whether it’s bulk-updating lifecycle strategies or instantly generating standardized roadmaps for dozens of clients at once, you'll see how to leverage ScalePad as an active engine for delivering a world-class Customer Success experience with unprecedented speed.	•Bidirectional Power: Understand how MCP allows AI to move beyond "read-only" mode, enabling you to update and manipulate ScalePad data using natural language. •Mass Customization: Learn how to use the platform to generate personalized, high-impact strategic content for your entire client roster simultaneously. •The New Success Workflow: Transition from manual data management to high-level oversight, using AI to execute the "busy work" of Customer Success while you focus on the relationship.	AI, Automation;Customer Management & Retention;Customer Success, vCIO, Account Management;	60 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
ScalePad	Luis Giraldo	Title: Getting Clients to Pull the Trigger on Projects Audience Persona: Owners, Managing Directors Summary: Most MSPs struggle to get clients to approve essential projects, not because the solutions are wrong, but because the pitch doesn’t connect to what the client cares about. This session gives you a practical playbook to shift conversations from tools to business outcomes, helping clients say yes faster and more confidently.	● We will review and discuss some proven tactics for framing projects around executive priorities, risk mitigation, and measurable business impact. ● I'd like you to see how to convert proposals into board-ready investment briefs that accelerate decision-making. ● Understand how to support smaller clients with simple, scalable strategies that still tie to strategic value. ● Use the Project Maturity Diagnostic survey (template provided) internally or with clients to identify bottlenecks and improve project velocity.	Service Delivery & Operations;Project Delivery and Project Maturity;	60 minutes;	$5-10M;$10M+;	APAC;EMEA;North America;
Sherweb	Alexandre Laflamme	Microsoft 2027 program Changes: Microsoft’s Fiscal year flips July 1st. Sherweb would be willing to add an expert session that could be 15-30 Minutes where we simply come into the room and chat through these changes and answer questions. Alex is our Microsoft Incentive and program expert.	Understanding what would be the impact of the 2027 Microsoft changes. What is the best path forward to take advantage of these changes and make sure that MSP's are not leaving money on the table.	Product Consulting & Support;	15 minutes;30 minutes;	$1-5M;$5-10M;$10M+;	North America;
Sherweb	Nicholas Ford	Title: Building a Powerful Sales Power Statement: A Practical Team Exercise Inspired by Mike Weinberg Description: Many sales teams struggle to clearly articulate who they help, what problems they solve, and why customers should care. Inspired by Mike Weinberg’s work in New Sales Simplified, this SME session introduces the Sales Power Statement and, more importantly, shows leaders how to run this exercise effectively with their own teams. This session is not about wordsmithing a perfect statement—it’s about the work of getting there. Drawing from a successful team exercise run at Sherweb, we’ll walk through how to facilitate a Power Statement workshop that challenges assumptions, sharpens customer perspective, and forces sellers to think beyond internal language and features. Attendees will learn: The core components of a strong Power Statement (per Mike Weinberg) How to facilitate the exercise with a sales team or leadership group How peer feedback, debate, and challenge create more value than the final output Common mistakes teams make when building Power Statements Real examples and lessons learned from running this live with a sales organization The session can be delivered as a step‑by‑step facilitation guide or as an interactive, live exercise with volunteers from the room.	By the end of this session, members will be able to: Clearly understand the Sales Power Statement framework Facilitate a Power Statement workshop with their own sales team Challenge sellers to think from the customer’s perspective, not internal jargon Use peer feedback to strengthen messaging and uncover blind spots Identify weak, feature‑focused positioning and replace it with value‑driven language Create alignment across the sales team around who they serve, what problems they solve, and why it matters Members will leave with a repeatable approach they can run internally—whether to refine messaging, onboard new sellers, or reset how their team talks about value.	Sales & Marketing;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Sherweb	Nicholas Ford	Title option A: Always Be Recruiting: How to Hire Fast, Set Expectations Early, and Decide Within 90 Days Title option B: Hiring Sales Talent That Actually Performs: Interviewing, Onboarding, and Deciding Fast Session A description: Most businesses struggle with hiring not because of a lack of candidates—but because they move too slowly, hire emotionally, and fail to set clear expectations early. This SME session introduces a practical, repeatable hiring and onboarding framework built on one core belief: you should always be recruiting, even when you’re not actively hiring. We’ll walk through how to confidently identify strong candidates, make faster hiring decisions, and quickly determine whether a new hire belongs on your team. Key concepts include: -Evaluating candidates through a simple but powerful lens: “Is this person better than 50% of my current team—and do they fit our culture?” -How to clearly define non‑negotiables, expectations, and mutual accountability on Day 1 -Using an “Your Expectations / My Expectations” framework to eliminate ambiguity and misalignment -How to manage the first 90 days with intention—focusing on attitude, execution, and early results -Why “hire fast, fire faster” is not harsh—but healthy when done correctly This is not theory. Attendees will work through real examples and leave with tools they can immediately apply to improve hiring outcomes and reduce costly mis-hires. Session B description: Hiring salespeople in the SMB space is notoriously difficult—and costly when done wrong. Too often, leaders hire based on likability, experience claims, or desperation, only to discover misalignment months later. This session focuses specifically on how to hire, onboard, and evaluate sales talent using a clear, results‑driven framework. We’ll cover what to look for (and what to watch out for) when interviewing sales candidates, how to set crystal‑clear expectations from Day 1, and how to objectively assess performance within the first 90 days. Topics include: -The right questions to uncover sales mindset, coachability, and execution ability -Red flags commonly missed when hiring salespeople -Establishing non‑negotiables and performance expectations immediately -Managing ramp with intent and accountability -Making faster, data‑driven decisions when a sales hire isn’t working This session is designed for owners, sales leaders, and anyone responsible for building or scaling a sales team.	By the end of this session, members will be able to: Adopt a mindset of continuous recruiting, even when roles aren’t open Interview more effectively by focusing on attitude, culture fit, and performance indicators—not just resumes Confidently make faster hiring decisions without lowering standards Use a clear Day 1 expectations framework to align accountability on both sides Structure a focused 30‑60‑90 day ramp plan to assess performance quickly Make objective “stay or go” decisions within 90 days—before mis-hires become expensive problems Attendees will leave with a practical expectations template, interview guidance, and a repeatable process they can apply across roles immediately. For those that want the sales specific session: A clear framework for evaluating sales candidates beyond resumes and interviews Interview questions that reveal attitude, discipline, and real sales capability A proven expectations model to eliminate “I didn’t know” conversations A structured 90‑day approach to determine sales hire success or failure quickly Confidence to move on faster when a sales hire isn’t producing results	HR & Talent Retention;Sales & Marketing;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Sherweb	Nicholas Ford & Michael Comeau	Title: Microsoft Partner Program 101: Incentives, Designations, and Common Pitfalls Description: Have you ever felt like: -You don’t fully understand Microsoft’s incentive programs -You’re getting paid by Microsoft but aren’t exactly sure why -Incentive payments changed or stopped and you don’t know what triggered it -You’ve been told to move from Gold/Silver to solution designations, but aren’t sure what actually matters -You might be leaving money on the table—or losing money—without realizing it -You’re not entirely sure why the Microsoft Partner Program should matter to your business If any of that sounds familiar, you’re not alone. Microsoft’s Partner Program is complex, constantly evolving, and widely misunderstood—even by experienced partners. This session is designed to provide clear, practical explanations of how the program works today and where partners most commonly run into challenges. Regardless of who you buy your Microsoft from. Drawing on real‑world experience supporting partners across multiple Microsoft partner models, this session will focus on: -How Microsoft’s Partner Program is structured today -How incentives work and why they change, stop, or never appear -The shift from legacy programs to solution designations -Common pitfalls that lead to missed incentives or financial leakage -Why understanding the program matters beyond short‑term payouts The goal of this session is not optimization or selling, but clarity—helping partners better understand Microsoft’s ecosystem so they can make informed decisions with confidence. You do not need to buy from Sherweb to benefit from this session, this session will benefit anyone who is partnered with Microsoft regardless if they chose to do business with us or not.	Members will leave with: A clearer understanding of Microsoft’s Partner Program and incentive structure Insight into why incentive payments change or disappear Awareness of common misalignments that impact partner profitability Practical guidance on what to review inside their own partner portal Greater confidence navigating Microsoft’s evolving partner requirements The primary takeaway is understanding—so partners can stop guessing and better assess how Microsoft’s Partner Program affects their business.	Product Consulting & Support;Sales & Marketing;Microsoft;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Siege Cyber	Peter Stewart	Strengthen Client Security Ahead of Penetration Testing Many MSPs help their clients stay secure day-to-day, but small oversights can still lead to red flags in a penetration test. This session shares real-world insights from penetration testing engagements, highlighting the common issues we uncover and the practical steps MSPs can take to fix them early. Learn how to align your clients’ environments with security best practices, reduce repeat findings, and deliver even greater value by ensuring they’re truly ready before the next test begins.	Members will leave with a clear idea of what typically appears in client penetration testing reports, what “good” looks like in simple business terms, and how they can set their customers up for a smoother pen-test experience.	Cybersecurity;	30 minutes;15 minutes;	$1-5M;$5-10M;	APAC;
Strategy Overview	Alex Markov	vCIO Mastery Overview Learn about how to kickstart a vCIO process, mature to high OML levels, and create a consistent modern QBR/Technology Leadership process that has true impact on your client health, cybersecurity, evolution, and relationship. Get a live view of new features launched for Strategy Overview and how modern MSPs are leading digital transformation plans in the new world of AI.	How to increase vCIO OML	AI, Automation;Customer Management & Retention;Cybersecurity;	30 minutes;	$1-5M;$5-10M;$10M+;	North America;
Strety	Larry Garcia	Running EOS at Your MSP: Why It Works, What to Watch For, and Tips to Make It Stick	Members will take away practical, real-world guidance on how EOS can help MSPs improve alignment, accountability, leadership communication, and execution. Whether they are new to EOS or already using it, they’ll leave with tips, lessons learned, and actionable ideas to improve how EOS is adopted and run inside their company.	Service Delivery & Operations;	45 minutes;	$10M+;$5-10M;	North America;EMEA;
SV Executive Search	DeLynn Mitchell, Marissa Withers	Leadership Trends Shaping the Next Generation of MSPs: As MSPs scale, leadership decisions increasingly determine success or stall. This session explores the leadership trends we’re seeing across high-performing MSPs, including how CEOs are evolving their executive teams, where leadership gaps most often emerge during growth and M&A, and what PE-backed and founder-led MSPs are prioritizing in senior talent today. Drawing from real-world executive search data and market insight, this session offers a candid look at what’s changing and how MSP leaders can prepare for what’s next.	Attendees will walk away with: A clear understanding of how MSP leadership needs change as companies scale Insight into where leadership breakdowns most often occur (and how to get ahead of them) Practical guidance on when to upgrade leadership vs develop internally A sharper view of what PE-backed MSPs expect from executive teams Actionable questions CEOs can use to assess whether their leadership team is built for the next phase	HR & Talent Retention;M&A, Valuations & PE;Service Delivery & Operations;Executive Leadership & Organizational Scale;	45 minutes;	$10M+;	North America;
TechGrid	Marc McNall	Quote to Cash	Modernizing your Sales Processes		15 minutes;30 minutes;	$10M+;	North America;
TechGrid	Marc McNall	Commerce with a CPQ Layer!	Understanding how digitizing and automating your Selling and Fulfilment workflow can shape the way you do business with your customers and with commerce capabilities, provide a better way for your customers to do business with you.	Sales & Marketing;	30 minutes;	$10M+;	North America;
TimeZest	Gerwai Todd	Your Dispatcher Isn't the Problem, Your Dispatch Model Is. The moment an MSP hires its second technician, someone has to put on the dispatch hat. Which ticket goes to whom, and in what order. It exists whether or not anyone has been formally given the role. Most MSPs are running a dispatch process that hasn't fundamentally changed since the whiteboard days. The tools got digital, but the model didn't get reinvented. A dispatcher, or whoever is wearing the hat that day, still sits at the center, manually evaluating every ticket and assigning work from memory. When the strain shows, service managers look to fix the visible symptoms. They tighten processes, add documentation, hire and coach a dispatcher, invest further in the PSA. The real issue is architectural. The industry has evolved enormously since the whiteboard era. Every other layer of the MSP stack has been rebuilt, often more than once. Dispatch is one of the last areas that hasn't been reinvented, and it's long overdue. This session gives attendees a new mental model, Push vs. Pull dispatch, that reframes a problem they've been living with, and a clear path to what modern dispatch can look like.	The dispatch process that the industry has adopted is 20+ years old, there is now a better way.	AI, Automation;Service Delivery & Operations;	30 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
Upskill	Dan Adams	Why you feel like your MSP Still Depends on You — and How to Get Consistent Results Through Your Managers Optional title - From Owner-Driven to Manager-Driven Results As the owner, you don’t experience the business the way your team does—your authority changes behavior. You can force results. Your managers can’t. As your team grows, that gap shows up as inconsistent performance, weak accountability, and culture issues. The “gear” between you and your team is not the same gear required between a manager and their people. What works for you doesn’t transfer. Expectations lose strength, follow-through drops, and results become uneven. This is why growth often brings more problems instead of making the business easier. This session shows how to close that gap by installing the right management “gear”—so expectations transfer clearly, accountability holds, and performance becomes consistent without relying on you.	· Why results you drive don’t carry through your managers—and how to fix that. · How to strengthen accountability and follow-through through your managers, not by stepping in. · How to reduce inconsistency and culture issues by installing the right management “gear.” · A manager accountability framework for you to use with your managers to produce reliable, predictable results.	HR & Talent Retention;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Upskill	Dan Adams	Promotion or Problem? — The Cost of Getting a Manager Wrong When you promote or hire a manager, you expect leverage—easier scaling, less headache, and real help building the business. But when the wrong person is placed in the role—or the right person is set up incorrectly—the cost is significant: growth slows; culture weakens, and performance becomes inconsistent. Almost every MSP hits this point—and many stay there. Most owners get this wrong at least once—and the cost shows up as slower growth, repeated issues, and ongoing frustration. This session shows how to identify the right people, avoid common mistakes, and make the decisions required so your managers move the business forward—not hold it back.	-How to identify who can actually manage and drive results before you promote them. -The critical setup most owners miss when introducing or hiring managers. -What owners must do differently to support—and hold managers accountable for—results. -Manager Reality & Decision Worksheet – When loyalty conflicts with what the business requires.	HR & Talent Retention;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
Upskill	Dan Adams	Why Employee Engagement Impacts Your Growth — and What to Do About It In a service business, engagement has a multiplier effect. Small differences in behavior compound into margin loss, rework, missed capacity, and increasing management load. Gallup shows only about 1/3 of employees are truly engaged – most teams carry more hidden drag than owners realize. As the owner, what you allow becomes the standard. A few misaligned employees don’t just affect their own work—they consume management time, pull down stronger performers, and quietly erode EBITDA—reducing the value of the business. This session helps you recognize where engagement is limiting your business and what you need to do about it.	· Engagement Diagnostic Guide – Identify engaged, passive, and actively disengaged employees—and understand where hidden drag exists. · Engagement Impact Map – See how engagement multiplies across margin, capacity, and leadership time. · Team Engagement Snapshot Worksheet – Quickly assess your team and identify who is helping or limiting the business. · Owner’s Role – Understand how what you allow sets the standard—and how to enforce it.	HR & Talent Retention;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
xop.ai	Matt Ruck	Using AI to uncover hidden client sales opportunities, generate more revenue, and reduce revenue leakage.	Your service desk already captures the most valuable intelligence about your clients — growth plans, infrastructure pain points, business changes — but it's rarely documented in engineer ticket notes, and even if they are, the tickets get closed (and opportunities missed). AI can read every ticket (and voice transcriptions of support calls) with a strategic lens your techs aren't trained for, passively surfacing signals like office expansions, mergers, or technology refreshes without adding any steps to their workflow. The result is that your operational data becomes client intelligence, automatically. This changes how you run your business. You know which clients have active opportunities. Your service desk evolves from a cost center into the best source of client insight in your organization.	AI, Automation;Customer Management & Retention;Product Consulting & Support;Sales & Marketing;Service Delivery & Operations;	45 minutes;	$1-5M;$5-10M;$10M+;	North America;
xop.ai	Matt Ruck	AI Tools for engineers & their managers that have real ROI.	Your engineers are spending considerable time documenting their work versus doing it. AI changes that equation. Auto time entries capture work as it happens — recovering 15+% of potential billable / productive hours without changing engineer behavior. Ticket summaries and instant customer context eliminate the ramp-up time on every interaction. Smart routing with confidence scoring and workload balancing stops tickets from bouncing between engineers, compressing resolution times and improving SLA compliance. End-user ticket deflection through AI-trained chatbots resolves common issues before they ever hit your queue — reducing ticket volume at the source and freeing your team to focus on complex work that actually requires their skills. The operational visibility is where this gets powerful for you. Predictive escalation monitors end-user sentiment, follow-up cadence, and workday impact — surfacing at-risk tickets before they become manager escalations or client complaints. Enterprise search gives every engineer access to historical resolutions, IT Glue, SharePoint, and vendor documentation so your newest hire can troubleshoot like your most experienced tech. AI voice agents create properly categorized tickets from after-hours calls, eliminating Monday morning backlogs. Engineer performance tracking with coaching flags gives you data-driven 1:1 conversations instead of gut feel. The compounding effect matters here too — every resolved ticket trains the system, so your routing gets smarter, your deflection rates climb, and your team's capacity grows without adding headcount.	AI, Automation;Customer Management & Retention;Service Delivery & Operations;	30 minutes;45 minutes;60 minutes;	$1-5M;$5-10M;$10M+;	APAC;EMEA;North America;
xop.ai	Matt Ruck	Leveraging AI solutions to improve engineer productivity & manager actionable insights.	AI doesn't replace your engineers — it multiplies them. Ticket summaries, auto time entries, and instant customer context eliminate the friction that slows them down, driving 30%+ efficiency gains with your existing team. End-user ticket deflection through AI-trained chatbots is your single biggest ROI lever — every issue self-resolved is a ticket that never touches an engineer. Auto time entries alone recover 15-25% of unbilled hours. Smart ticket routing with confidence scoring and skills matching ensures the right engineer gets the right ticket first, eliminating the invisible cost of bounced tickets and missed SLAs. The real transformation is operational. Predictive escalation monitors sentiment and follow-up patterns to flag at-risk clients before the angry call comes — that's client retention, not just efficiency. Enterprise search across historical tickets, IT Glue, and SharePoint ensures knowledge doesn't walk out the door when your best engineer leaves. AI voice agents handle after-hours calls and create properly categorized tickets overnight. Client health dashboards give leadership real-time visibility into CSAT, utilization, and engineer performance. Most importantly, every ticket your AI touches makes it smarter — MSPs adopting now are compounding advantages daily while those waiting are falling further behind.	AI, Automation;Service Delivery & Operations;	45 minutes;60 minutes;30 minutes;	$1-5M;$5-10M;$10M+;	North America;EMEA;
xop.ai	Matt Ruck	Mobile AI for Field & Project Engineers - Stop losing billable hours — capture time, notes, and expenses before they leave the site. Most MSP AI investment flows to two places: back-office automation and end-user/helpdesk support. The field engineer and project engineers (often your most expensive & billable resources) get overlooked. In the field, the work that doesn't happen is administrative: time entries, expense reports, ticket notes, and scheduling updates routinely get deferred until the engineer is back at a laptop. The result is lost billable hours, stale ticket data, and clients waiting on updates. This session makes the operational and financial case for mobile-first, low friction field enablement, and shows what "good" looks like: in-the-moment time and expense capture, notes tied directly to the ticket, and clear daily scheduling visibility, work completed without ever opening a laptop. We'll also cover the part owners underestimate: driving engineer adoption.	1. Why field and project engineers are an underused efficiency and revenue lever — and how to quantify the leakage (deferred time entries become unbilled hours; late notes become stale, inaccurate data). 2. What mobile-first field enablement should deliver — in-field time entry, expenses, ticket-linked notes, and daily scheduling — and the low-friction ("no clicks") design principles that determine whether engineers actually adopt it. 3. A practical approach to rollout and overcoming engineer resistance, and how to measure the impact on utilization and realization.	AI, Automation;Customer Management & Retention;Service Delivery & Operations;	60 minutes;45 minutes;30 minutes;	$1-5M;$5-10M;$10M+;	North America;
xop.ai	Matt Ruck	Like It or Not, You're About to Become a Software Company - Productionizing AI solutions takes real application-development skills — there's no way around it. Delivering AI solutions to clients increasingly means delivering software — and your MSP will be in the application-development business whether you planned for it or not. Most MSPs see that as a gap. It's actually an advantage. You're a blank slate: no legacy codebases, no twenty-year-old tooling, no entrenched habits to unlearn. The established dev shops are scrambling to retool around AI; you get to build AI-first from day one. This plain-language session (no coding background required) shows owners and executives how you'd stand up a modern development practice from scratch today — and how to keep it safe and professional as your team grows. We'll cover the AI-first workflow end to end, code review when multiple people (and AI) work in the same codebase, version control and repositories, automated testing, and staged deployments: the guardrails that separate shipping real software from shipping liabilities.	1. Why being a blank slate is a competitive advantage: building an AI-first dev practice is faster and cleaner than retrofitting one, and what that practice looks like. 2. The core workflow and guardrails for delivering software responsibly: repositories, code review (including how multiple people and AI safely work the same codebase), automated testing, and preview-vs-production environments. 3. The risks to manage: Confidently wrong AI output, secrets in code, silent technical debt, risky dependencies, and how to staff, contract, and oversee the practice.	AI, Automation;Product Consulting & Support;	60 minutes;	$1-5M;$5-10M;$10M+;	North America;
ZeroTek	Neil Arsenault	Identity Is the Next Managed Service — Here's the Business Case Identity-based attacks are the #1 breach vector, and cyber insurers are tightening requirements around access management. Yet most MSPs still treat identity as a checkbox inside their M365 stack rather than a standalone, revenue-generating service line. In this session, Neil Arsenault, CEO of ZeroTek and 3x Okta Certified Consultant, breaks down the business case for why identity and access management (IAM) represents one of the largest untapped recurring revenue opportunities in the MSP channel. He'll walk through how leading MSPs are packaging and pricing IAM services, the real-world economics of adding identity to your stack (including margin analysis), and the client-facing conversations that make IAM an easy sell to SMB decision-makers. Whether you're currently offering basic MFA through Microsoft or haven't touched identity at all, you'll leave with a clear framework for evaluating whether dedicated IAM belongs in your service portfolio.	Members will leave with: (1) a clear understanding of why identity is emerging as a standalone managed service category and the market forces driving adoption, (2) a practical framework for evaluating the revenue potential and margin profile of adding dedicated IAM to their offerings, (3) real examples of how MSPs are positioning identity services to SMB clients, including how to handle the "but Microsoft already handles that" objection, and (4) key questions to ask themselves to determine if and when IAM should become part of their growth strategy.	Cybersecurity;	45 minutes;	$5-10M;$10M+;	North America;
ZeroTek	Neil Arsenault	Beyond the Microsoft Stack: How MSPs Are Differentiating with Enterprise-Grade Security The vast majority of MSPs are built on the same Microsoft foundation: M365, Entra ID, Defender. That makes it nearly impossible to differentiate on technology alone. Meanwhile, SMB buyers are getting smarter about security, cyber insurance requirements are tightening, and "we use Microsoft" is no longer a compelling differentiator. In this session, Neil Arsenault shares what he's seeing from MSPs who are breaking out of the Microsoft-only mold by layering in enterprise-grade identity and access management. He'll cover the specific client conversations that open the door, how to position premium security services without triggering price objections, and why the MSPs winning the most competitive deals are the ones who can answer "yes" when a prospect asks "do you support Okta?" This isn't about abandoning Microsoft, it's about building a security stack that gives you a strategic edge your competitors can't easily replicate.	Members will leave with: (1) a framework for evaluating where Microsoft's bundled security falls short for their clients and where the differentiation opportunity lives, (2) specific talk tracks and positioning strategies for presenting premium security services to SMB buyers without losing deals on price, (3) real examples from MSPs who have successfully added IAM as a differentiator and the impact on win rates and client retention, and (4) a practical checklist for assessing whether their current security stack is a competitive advantage or a commodity.	Cybersecurity;	45 minutes;	$5-10M;$10M+;	North America;

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