We surveyed and conversed with many partners and are happy to announce two in-person educational events. These
educational sessions are designed to help MSPs grow their business through live educational sessions/workshops.
We will bring in Leadership, Finance, Operations, Human Resources, Sales, and Marketing experts to provide hands-on
sessions in each discipline of business operations. Those that attend will be provided education providing them
actionable steps to implement and improve their business – both live and when they return to their daily operation.

Keep an eye on our social media and email for invites as soon as the venue and agenda details are firmed up, or register below to ensure your spot!

Reserve your spot and mark your calendar now for August 14th & 15th!

Make sure to follow us on Social Media and get more updates.

The Specifics for the Event

The Minds

Law Offices of Bradley Gross

Ken Patterson Taylor Business Group

Matt Lee, CISSP, CCSP, CFR, PNPT Pax8

Ian & Carrie Richardson Richardson & Richardson

Juan Fernandez MSP Growth Coalition

Pete Busam Equilibrium Consulting

Erik Boles Vosa.co

Kyle Christensen K7 Leadership

Daniel Johnson machineLOGIC

Ryan Lakin IronEDGE Group

Zac Paulson TrueIT LLC

Roddy Bergeron Enterprise Data Concepts

Seth Kilander Ki Security and Compliance Group

Sheldon Philips Covenant Technology Solutions

JP Keesy F1 Information Technologies

Henry Timm Phantom Technology Solutions

Danny Perry ITCubed

Reed Warren IT Valuations

The Agenda

Time		Room	Description	Educator
14-Aug
9:00	9:30		Breakfast
9:30	9:45		Welcome / Meet our Sponsors
9:45	10:45		Panel 1 – Town Hall (Open Forum)	JP Keesy, Henry Timm, and Danny Perry
10:45	11:10		Break
11:10	12:10		Keynote – Taylor Business Group
12:10	1:30		Lunch
1:30	3:30		Breakout 1 – Legal	Brad Gross
			Breakout 2 – “How to get buy in from you employees through table top exercises” Hearts and Minds, Technical Skills Based, Operational, Policy – Brief Breakdown of table tops and play a game called “The MSP’s Worst Day”	Matt Lee
			Breakout 3 – Do more with less interruptions: Empower your front-line team to make strategic decisions	Ian & Carrie Richardson
			Breakout 4 -“Evolve or Evaporate: How Content Driven Experiences, Relationships, and Trust Will Reshape The MSP of the Future”	Erik Boles
3:30	3:55		Break
3:55	5:55		Breakout 1 – What your Customers Aren’t Telling You: Engaging workshop that helps you understand what your customers need, and what they wish you knew they needed. Exercises that help you understand what to do and what you need to help you get to the “yes”.	Juan C. Fernandez
			Breakout 2 – Top 8 Questions Buyers Ask And Seller Should Know	Reed Warren
			Breakout 3 – Master Marketing: Craft & Execute Winning Plans! Get your marketing groove on! Dive into a dynamic workshop, craft a rockin’ quarterly plan, measure its effectiveness, and celebrate your marketing genius!	Pete Busam
			Breakout 4 – “The FORT Blueprint: Building an Unshakeable MSP” Ever felt like you’re locked in a cycle, wrestling with scaling your MSP and failing to break free? Have you found yourself mired in the mundane, always dealing with non-tech tasks instead of pioneering innovative solutions? This is not your destiny – it’s simply a sign that your technical prowess is bumping up against the invisible barriers in your organization.	Kyle Christensen

5:55			Wrap
			Travel to Evening Festivities

6:00	10:00		Pindustry

Time		Room	Description	Educator
15-Aug
9:00	9:30		Breakfast
9:30	9:45		Welcome
9:45	10:45		Panel 2 – M&A	Dan Johnson, Ryan Lakin, and Zac Paulson
10:45	11:00		Break
11:00	12:00		Panel 3- Cybersecurity (The Human Side)	Roddy Bergeron, Shel Phillips, and Seth Kilander
12:00	1:00		Lunch
1:00	3:00		Breakout 1 – Legal	Brad Gross
			Breakout 2 – “How to get buy in from you employees through table top exercises” Hearts and Minds, Technical Skills Based, Operational, Policy – Brief Breakdown of table tops and play a game called “The MSP’s Worst Day”	Matt Lee
			Breakout 3 – Do more with less interruptions: Empower your front-line team to make strategic decisions	Ian & Carrie Richardson
			Breakout 4 – “Evolve or Evaporate: How Content Driven Experiences, Relationships, and Trust Will Reshape The MSP of the Future”	Erik Boles
3:00	3:15		Break
3:15	5:00		Breakout 1 – What your Customers Aren’t Telling You: Engaging workshop that helps you understand what your customers need, and what they wish you knew they needed. Exercises that help you understand what to do and what you need to help you get to the “yes”.	Juan C. Fernandez
			Breakout 2 – Top 8 Questions Buyers Ask And Seller Should Know	Reed Warren
			Breakout 3 – Master Marketing: Craft & Execute Winning Plans! Get your marketing groove on! Dive into a dynamic workshop, craft a rockin’ quarterly plan, measure its effectiveness, and celebrate your marketing genius!	Pete Busam
			Breakout 4 – “The FORT Blueprint: Building an Unshakeable MSP” Ever felt like you’re locked in a cycle, wrestling with scaling your MSP and failing to break free? Have you found yourself mired in the mundane, always dealing with non-tech tasks instead of pioneering innovative solutions? This is not your destiny – it’s simply a sign that your technical prowess is bumping up against the invisible barriers in your organization.	Kyle Christensen

5:00			Wrap