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 12/17
| Company | Speaker | Session | Takeaways | Topics | Presentation Time | TSP Size | In-Person |
|---|---|---|---|---|---|---|---|
| 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. Dont 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. Dont 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 |
| 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 | 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 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 | 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 | 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 |
| 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 hasnt 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 Whats 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 Whats 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 | 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. Well focus on practical strategies to increase awareness, take action, and decrease stigma. Youll 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 | 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+ | 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 | |
| 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 dont 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 youre 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 |
| 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 |
| 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. Youll 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 35 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: 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. Youll 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 23 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: 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: 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 doesnt 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 |
| 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 | 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 thats 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 |
| 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 theyre 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 |