MSP RESCUE ROADSHOW

VIEW AGENDA

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Call Us

206-915-3072

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Send Us An Email

harryb@smbnation.com

“You put on a terrific event and thanks again for bringing your roadshow to Princeton and letting us be part of it.”

Tom Ireland (he/him)
Managing Partner, Nightstar Partners

“The MSP Rescue event reminded me how much I love connecting with MSPs in a relaxed, collaborative environment. I was happy to serve on the MSP Pocket MBA panel. Everyone was eager to share best practices and actively looking for ways to help one another.”

Greg Plum
Director – PartnerReady

“I wanted to specially thank you for hosting such a wonderful event. I would not have missed it for anything in the world. I feel like i have a new family in the industry.”

Obi Ibeto, Founder/CEO
ShieldForce

“Thanks again for the MSP conference in Chicago last week. My associate Mario and I really enjoyed it and learned a ton while making some great connections.”

Jim Xintaris, IT Director – DavisPowers

“I really met a lot of great people and gained insightful knowledge about the MSP business. The other participants who I met seemed really energized by the event.”

-Loren Willaims, PCs for People

“I enjoyed the overall session yesterday, and the panel I was on as well. You’ve done a great job putting it all together. I was especially impressed with the caliber of people on my panel. Thank you for the opportunity.”

George Kriza, CEO – Challenging Decisions

“Thanks again for the great event! If I can do anything at all to be more involved to help, please feel free to let me know and ask! I love being involved in this community!”

Jeff Grenier, Field Engineering Manager – Firelands IT Services

WHY ATTEND?

Live events are back! From “real” custom content to networking with like-minded Managed Services Providers, this event was designed for you, the ATTENDEE, from the ground up. It’s not designed for vendors to provide over-the-top pitches.

What you’ll find:

ZERO POWERPOINT SLIDES! We’re all about PANELS and not PPTX!
Content that is IMMEDIATELY ACTIONABLE. The host, SMB Nation, is well-known for being an MSP content machine and the MSP Rescue Roadshow is no different. Custom content was developed for this gathering not available anywhere else.
“Blue Ocean” Inspiration and Motivation. The law of attraction is that optimistic successful people like successful people (and want to do business with them). Not only are our speakers and panelist esteemed and accomplished experts, so are many audience members.
You have QUESTIONS and we have ANSWERS. The event format is interactive.
Network Opportunities. Many MSPs believe the value of a LIVE EVENT is the in-person networking opportunities. This is true across any industry but particularly acute in the Small and Medium Business (SMB) space. Bring your business cards to share with peers that understand and get you.
You are NOT ALONE! Working as an SMB MSP, while thrilling, can also be lonely. One of the great compliments we have received at our events is that you discover we’re all in this together and you are not alone.

WHAT IS IT?

It’s very simple.

Inspired by the popular TV cable show “Bar Rescue,” the MSP Rescue Roadshow realizes anyone, and everyone can improve their MSP operations. This one-day event focuses on success factors ranging from uncovering internal operational efficiencies to hedging your services, solutions and client offerings that include counter-cyclical elements.

Over the course of the day, in an audience interactive format, you will glean insights into the basic functions of directing an MSP practice from operations, sales and marketing, service delivery and strategic thinking.

By design, we have a comfortable start in the morning and conclude in the late afternoon.

This one-day event is akin to a continuing education day (such as lawyers and doctors attend) to help you STAY CURRENT.

Who’s Speaking?

This event has the SMB Nation stamp of approval and authenticity.
We keep it really real!

Harry Brelsford

CEO

SMB Nation and 420MSP

Harry Brelsford is the founder of SMB Nation (www.smbnation.com) from Bainbridge Island, Wash. He is a long-time SMB channel partner who has served customers and mentored other partners (SMB Nation has over 49,000 members who are Managed Services Providers (MSPs) and SMB technology consultants). He oversees the popular SMB Nation workflow including content and events (webinars, workshops and multi-day conferences).

He holds an MBA in Project Management from the University of Denver (and numerous certifications such as MCSE, MCT, CNE, et al) and is the author of 21 books on technology and business topics. His 20 years of SMB technology experience were supplemented by teaching 12+ years at night as an adjunct professor at Seattle Pacific University and other higher-learning institutions. He served as the Dean in the Graduate School of Technology at Aspen University (where he was awarded a PhD in Letters).

Harry is an in-demand speaker at industry events. Harry’s recent books include the “How to Be an MSP” and he has published over 400-articles in business (Washington CEO, Colorado Business, Alaska Business Monthly) and technology magazine (ChannelPro, Microsoft Certified Professional magazine, etc.). An active entrepreneur, Harry is the force behind the Pocket MBA, Telephonation, Cloud Nation and XPmigrations.com. His latest startup is 420MSP.

Rudy Rodriguez

Principal

Experienced Sales and Marketing Professional with a demonstrated successful history of working in the information technology and services industry. Strong business development professional skilled in Government Procurement, Operations Management, Sales, Professional Services, and Management.

Anthony Carrano

Principal

Leadership. Strategy. Impact.

Results-driven, growth marketing professional with years of experience leading people, implementing strategies, and optimizing systems, specifically in the areas of go-to-market positioning, brand development, marketing strategy development and campaign execution, and customer experience management initiatives that have generated tens of thousands of SMB, Mid-Market, and Enterprise leads and growth opportunities for B2B companies. A few highlights:

> Led a hyper-growth (over 50% annually for 4 consecutive years) marketing and technology firm operating multiple brands in various niche markets that served over 15,000 organizations in all 50 states and 30 countries.

> Oversaw the development and launch of several national award-winning streaming media applications, one of which became its vertical’s largest audio and video repository.

Tim Loney

CEO

Business leader of a technology consulting practice in Houston, Texas.

Our core focus is on Network Infrastructure lifecycle “Design, Deploy and Manage”.

Trusted Partnerships:
DELL Preferred Partner | Microsoft Cloud Partner

Specialties:
DELL Hardware
Microsoft Cloud Solutions ( Office365)
Network Monitoring and Management
Technical Project Resources
Data Center Co-location Services
Backup and Disaster Recovery Planning and execution.

Neal Medwed

Vice President of Corporate Development and M&A

Neil Medwed is Meriplex’s Vice President of Corporate Development and M&A, with responsibly for leading for the organizations National Expansion. He has been instrumental in acquiring 11 quality Managed Services Providers throughout the US, with many more to come. In addition, because of his deep and long-term relationships with high level Executives of manufacturers and distributors, he works with top-tier vendors to strategically align with Meriplex’s interest. Neil has over 40 years in the VAR/MSP industry and throughout his career, has invested heavily in being a leader and visionary in technology communities. Prior to joining Meriplex, he was the President and CEO of Preferred Technology Solutions, a Texas-based MSP for 26 years. He was recently named one of 20 Most Influential MSP’s of 2022 by Channel Futures, the MSP channels leading publication.

Mark Moreno

Specialties: Microsoft Azure, Managed, Microsoft Office 365, Security Services ,SonicWALL Partner, Cloud Storage, Network Managed Services

Traci Cox

Founder

Traci Cox-Ortega, founder of TnT Solutions since 2018, brings over 10+ years of experience. Recognized as a Top IT Consultant and Digital Docent in North America, she specializes in tailored advice for clients and Managed Solutions Providers (MSPs). With certifications from leading manufacturers and cloud providers, Traci excels in crafting resilient strategies. Recently, she played a pivotal role in helping an MSP client with a significant digital transformation for a Global Equity Firm, to include Cybersecurity, UCaaS and an interim vCISO, contributing to their 2023 ISO certification. Traci’s expertise has driven growth and increased reoccurring revenue for MSPs by aligning with them, leveraging her knowledge, network, and down-to-earth approach with clients. Now, focusing on advising MSPs directly, Traci offers practical insights and her network to make a tangible impact for MSP’s with her hands-on expertise and approachable style.

Danny Suk Brown

Fractional Head of Sales

Executive coach and sales training services with mindset helping to create positive change that lasts.
Author and executive public speaking coach.
Hands-on business development and revenue development consulting services, helping clients to identify and execute against the best growth opportunities and optimize the sales process to maximize revenue traction.

Tim Conkle

CEO and Founder

Tim Conkle holds over 30 years of entrepreneurial success in the Managed IT Services sector. As a leading voice in the MSP space, Tim is dedicated to developing simple, solid IT solutions for SMB clients and MSPs across the nation. As CEO of The 20, Conkle is the driving force behind a business revolutionizing the IT industry. By utilizing a proven multi-million dollar sales model and an execution framework that he developed, Tim helps MSPs attain profitability and success. Through The 20’s business model, Tim has advised hundreds of MSPs in sales and operations, resulting in monumental revenue generation and millions of dollars in savings from process improvements and single-funnel vendor access. As a leading expert on M&A in the channel, Tim has crafted a powerful consolidation strategy to establish one of the first premier MSPs with a national footprint, while helping other IT business owners develop and refine their own M&A plans to achieve new growth.

Dan Foote

President and CEO

DanTech Services supports your business from Cloud to Desktop, keeping your Computers Under Control! Our layered approach to data security protects your networks with proactive, proven methods with a 100% protection rate from ransomware events. We believe in Business Continuity, which allows your staff to concentrate on your business and not the challenges of computer issues. Ask us how we can prove this and we will show you a comprehensive and complete plan of IT Managed Services.

IT that works for you

Started in 2005, DanTech Services is a complete technology solution provider. We are 100% committed to making sure small business owners have the most reliable and professional IT service in Anchorage. Our team of talented IT professionals can solve you IT nightmares once and for all.
Here’s why so many businesses depend on DanTech Services for complete IT services and support:
• Personal commitment to joining your staff as an extension of your team
• Broad scope of computer and communications technologies researched and selected for Alaska’s environment
• Contracts that are fair and make sense
• CannaTech knowledge and experience for the cannabis industry
• Based in Anchorage, Alaska

Our custom service packages deliver what you need and want without overstepping the boundaries of your budget. From cloud services to data backup, DanTech Services here to team up with you and your company for expert support.

Dr. Petri I. Salonen

CEO

I am the founder of a boutique management consulting company focusing on helping independent software vendors (ISVs), system integrators (SIs), and enterprise customers to create intellectual property (IP) with roadmaps, business modeling, software pricing/packaging, go-to-market planning, and ecosystem planning and development. I also work with enterprises with interim management roles such has CTO, head of ecosystem development, GTM lead, etc.

I believe in continuous learning, and throughout my career, I have kept my skills up-to-date in software innovation and technology. When combining these skills with business modeling and strategy development, I have been able to help both start-ups as well as established multi-billion dollar software organizations in the following areas:
• Software Innovation
• Software Strategy/Business Modeling
• Software Pricing/Packaging
• Software Channel Development/Management
• Software Go-to-Market (GTM) Strategy

I believe in putting theory into practice. You can find me working on new educational online content for software vendors in different software business-related topics, helping out Microsoft Office 365 and Dynamics partners with channel development and enterprise sales.

I am privileged to work with established software vendors such as Microsoft in different capacities, such as running educational sessions for Microsoft partners and Microsoft field teams globally and being a speaker multiple times at Microsoft Worldwide Partner Conference. Tens of different assignments from Microsoft have given me a perspective on numerous business models and a deep understanding of the software life cycle and various aspects of it.

If you want me to help you to figure out what your next business model or solution should look like, choose one of the areas above and we can get started by me facilitating a workshop with you and your organization.

Specialties: Channels, software business strategy, business intelligence, SaaS, Microsoft Azure, software business models, software development, software product lines, software product platforms, Office 365, Dynamics CRM, Dynamics ERP, SharePoint, Microsoft BI

Mark A Hogg

Director of Sales

Microsoft Dynamics 365 Professional

Scott Lopez

President - Owner

With over two decades of experience in the IT industry, I am the President and Owner of Zepol Productions Inc., a company that delivers custom sales and distribution services to emerging manufacturers and service providers of IT equipment and accessories. My core competencies include new business development, direct sales, and sales processes, as well as creating automated quoting and contracting tools to reduce time and cost for my clients.

My mission is to provide a turnkey solution that not only delivers high margins and quality products, but also offers superior alternative OEM maintenance (AOM) support at a significantly lower cost than traditional OEM contracts. I work with partners like ALTNET, ATS, Climb Lifecycle Solutions, and ATO Data, to offer flexible and customized service options for IT equipment at every stage of the support lifecycle. I am passionate about disrupting the market and empowering resellers and distributors with AOM, the next-generation of third-party maintenance.

Dave Siebert

President and CIO

Dave Seibert is a leader, author, speaker, and awarded influencer in the technology industry. His 35 year career includes Fortune 50 & 100 corporations, National IT Franchises, Business and Startups.

Dave is named ChannelPro Top 20 Global Channel Visionaries, VAR Guy Top 50 Global Channel Influencers, SMB150 Top 150 Global IT Influencers, MSPmentor Top 250 Managed Services Experts, Top 100 Most Visible Channel Leaders, Microsoft MVP, Imagine Cup International Judge, Microsoft US Partner of the Year Finalist, and Gartner Research Advisor.

He is recognized for his leadership as President SMB TechFest Conference, President ProTier Peer Group, President in IAMCP SoCal, and President SMB Technology Network. As the CIO for IT Innovators, a business technology provider, he leads innovation and strategy to excel their client’s growth in the market. IT Innovators focuses on technology management, security, risk reduction, and cloud enablement.

Dave advises to Trend Micro SMB Partner Council, Stanbridge College Technology Advisor, Microsoft Worldwide SMB Council, Microsoft US SMB Council, Microsoft Worldwide Partner Area Lead, Microsoft Worldwide Influencer, IAMCP US Board and SoCal IT Pro Board member.

He volunteers in the community. His contributions include presenting for United Way, SCORE, SBA, SBDC, and industry conferences. Dave is a leading technologist as MCTS, MCSE, MCNPS, MVP, SBSC, CNE, CSSA, and MCP.

Dave is a sought after industry speaker. His engagements include Microsoft World Partner conference, SCORE, SMB Nation, SMB TechFest, US SBA, United Way, ChannelPro, SMB Online Conference, Cloud Services Community, SMB Summit, Constant Contact, Small Business Symposium, Ask The Experts, SoCal IT Pros, Santa Ana Economic Development Summit, OC Talk Radio and other leading events.

Dave has 1,500+ LinkedIn Professional Endorsements. Learn more at http://www.DaveSeibert.com.

David Suk Brown

Director - Strategic Partnership

The Authenticity Evangelist who is an experienced public speaker, business development and channel sales leader with a demonstrated history of improving market position & maximizing financial growth. Supporting the Not-for-Profit, Information Technology and Financial Services industries.

Skilled in Negotiation, Sales, Management, Business Development, and Marketing Strategy. Creative & Passionate about networking, leadership & the professional development of my teams.

Learn more at www.dsbleadershipgroup.com

SPECIALTIES: Keynote Speaker, Public Speaking training, Presentations, Seminars, Workshops, C-Suite Coaching, Business Development Trainer, Sales Trainer, Communication Skills, Not for Profit Consulting and Public Speaking Training

Jeffrey Goldstein

Managing Director

I love helping organizations with business transformation and business automation!

Queue Associates Worldwide is the Largest Microsoft Dynamics 365 GOLD Certified Partner in the New York Metro Area supporting over 430 customers worldwide specializing in the implementation of the Microsoft Dynamics Accounting, Financial and CRM solutions. Our experience is with the Microsoft Dynamics 365, AX, CRM, NAV, GP & SL software solutions. We assist clients with the selection, installation, configuration, setup and support of these solutions. We specialize in implementation of solutions for domestic and international organizations.

COUNTRIES: US, UK, Hong Kong, China, Germany.

INDUSTRIES:

Professional & Business Services
Government Contractors
Apparel
Distribution
Manufacturing
Retail
Public Sector

SPECIALTIES:

Financial Management
Project Management and Accounting
Business Intelligence and Reporting
Sales and Marketing
Procurement and Sourcing
Supply Chain Management
Human Capital Management
Global Risk and Compliance
Environmental Sustainability
Country-Specific Capabilities

Rafael Sanguily

CRO

Rafael got his start in IT industry sales in 2006 where he built and managed teams that produced millions in recurring revenue. His ability to run a successful team led to teaching and consulting opportunities within the industry’s largest international brands. Through years of working with the industry’s top vendors, distributors, and partners, he began to see that many IT Companies experienced the same challenges when it came to revenue growth: insufficient marketing skills.

This led Rafael to work with his brother Gio in developing TRIdigital Marketing. He filled a consultative role for IT companies and vendors while spearheading hundreds of creative projects and go-to-market strategies, generating millions in revenue. As services grew with the opportunity to provide to even more IT companies, Gio and TRIdigial Marketing envisioned and then crafted GlassHive, a sales and marketing Work OS explicitly developed for the IT industry.

To date, Rafael has helped thousands of IT companies and vendors transform their sales and marketing during his career. His expertise has helped tech companies across 29 countries generate over 100,000 leads and over $900,000,000 in new sales revenue, making him one of the most sought-after sales and marketing consultants in the IT industry.

Andy Higgins

Senior Consultant

Andy is a Senior Systems Architect and Technical Project Manager with thirty-five years experience in small to large IT environments. He is a UK/EU Citizen with US residence (Green card) who has worked in many industries such as manufacturing, medical, financial and banking, in the United States, Asia and Europe. He is considered expert level with Enterprise Email and Instant Messaging systems including Microsoft Exchange, Microsoft Skype for Business, IBM Sametime and IBM Notes/Domino. Along with strong working knowledge of many IBM software applications such as Portal and Connections, he is also very strong with the Microsoft family of products and as such has done many migrations both from and to either off these platforms. More recently he has done Cloud-Migrations of on-premise environments to the Cloud.
Andy has a proven history of large-scale system deployments, demonstrations, technology presentations and proofs of concepts. He is an experienced problem-solver with a deep technical knowledge base. He also has excellent presentation skills developed through briefing executives, technical architects and programmers including excellent interpersonal, written and verbal communication skills. He speaks English, German and French.

Sharon Choi

Product Manager - Microsoft 365 Lighthouse

Product Manager with background in UI/UX design, marketing, analytics, and management consulting

I’m particularly interested in applying data and design research to drive growth to productivity/collaboration tools and consumer tech products.

Kyle Wirpel

Product Manager - Microsoft 365 Lighthouse

Experienced leader with a proven track record of innovation, execution, and performance across a diverse array of disciplines including leadership, people development, engineering, business development, consumer & commercial sales, program management, product management, service delivery, multi-unit management, and more.

PANEL PRESENTATIONS

What is Copilot and Why Should MSPs Care?

Right now folks have more questions than answers about what both Copilot and the lesser known Lighthouse. The panelists will review the multiple SKUs and bring real world context to this product stack. The expert panelists have already been there and “done that” so you can enjoy instant wisdom. Think of this session as crawl, walk then run but you need the foundational knowledge first. After the basics, the panel will go steep and deep. Bring your most vexing questions.

Copilot for Microsoft 365 – Partner Sales Readiness

This panel is primarily storytelling as the experts share tales from the trenches. The opportunity is astounding like the early SBS days. CNBC reports that last quarter, the number of Copilot seats doubled. But the real greenfield is that the installed base of 10,000 seats is a small number compared to Microsoft’s 300-million seats globally and that’s where the amazing opportunity for MSPs exists. The panelists will start targeting customers followed by pre-sales and post-sales strategies. Then we’ll make the case for business transformation via adoption and change management.

PANEL PRESENTATIONS

MSP M&A

Current Environment and forecast: M&A activity is typically framed up as an open or closed window. The window is open! The good news is you can participate in the current MSP M&A boom. In this session, the expert speakers will present the MSP M&A environment and also make forward looking statements. This is your opportunity to size up the “gold rush” in MSP M&A activity.

The Big Notebook: Speed is everything in the world of MSP M&A deals. Now is the time to engage in internal due diligence and create that big notebook with everything ready to go fast-fast. Experience ahs shown the longer you spend assembling your documentation to present to the acquirer, your entity depreciates. Time is not on your side. While is session is oriented to the sell-side, there is also great content for the buy-side so everyone wins.

Modes, Metrics and Valuations. It’s all about maturity and math. Assessing where you are at on the maturity continuum will determine what your M&A strategy. We’ll review the Mode Mindset ™ Profiles. Next up will be the math with metrics, multipliers and expectation management when it comes to valuations.

PANEL PRESENTATIONS

New Niches:

A buffet of new opportunities await you!

UCaaS and POTS deadline (August 6 2022)
Displacing your MSP competition with video surveillance)
Compliancy
Countercyclical Niches
CMMC and DOD
Robotic Process Automation (RPA)

Lifecycle Management and TPM
Cybersecurity and Security Awareness Training
Cybersecurity Security Insurance
Zero Trust Architecture
Identity Protection and Management
Data Security and Encryption in the Clod
Multi-cloud Security Posture Management

Hot or Not? Generative AI as a Modern MSP Secret Weapon

Artificial Intelligency (AI) has been transforming various industries including the managed services profession.

Generative AI technologies rapidly transform managed services deals, revolutionizing outsourcing and service agreement. Generative AI is a collection of tools that enable users to create content by entering simple natural language prompts. The MSPs describes what they want to see and the Generative AI tools automatically generate content based on the commands.

By harnessing the power of automation, Generative AI is enabling MSPs in many ways.

Enhancing efficiency and productivity
Automating repetitive tasks
Data security and fraud detection

We will also discuss challenges and limitation including ethical considerations and technical constraints.

BONUS: Learn how Generative AI-based content for your blogs and podcasts is an injection of “Google Juice” in its search algorithm.

BONUS: Side Hustles

It’s very simple!
1. Please look over your handout for side hustles including ChannelWise, Catalant and GLG.
2. Walk up to Mark and Harry during the reception for a 1:1 side hustle conversation and demo. Hey earning $300 for your advice ain’t a bad way to go!

If you’re being honest, you likely have unbillable slack hours in your MSP ecosystem. Consider both formal and informal side-hustles. Formal approaches include expert networks. Informal approaches include being a guest in the booth of your favorite vendor, assisting with billable influencer marketing and more.

WHO SHOULD ATTEND

Again, very simple. Any MSP of any size from any station in life. Of course VARs, IT Service Providers and those seeking to become an MSP will dramatically benefit too.

HOW TO ATTEND

Complete the registration and you are IN with a reserved seat! But we limit this workshop to 100 attendees 😉

Our event ticket is modestly priced to encourage your participation. (Kindly note your basic attendee information will be shared with our community supporters/sponsors).

Full Ticket: $99 USD
Discounted Ticket: $49 (email Harry Brelsford at harryb@smbnation.com for a discount code).

BONUS: Each attendee will receive an eBook copy of “The Pocket MBA” that is the latest book from Harry Brelsford (a $59.95 value).

RESERVE YOUR SPOT HERE!

WHEN

Friday, September 20, 2024

9:00am – 5:00pm

AGENDA

9:00AM – Registration and Coffee
9:30AM – Welcome and Introductory Remarks
9:35AM – 9:55AM Community Sponsor Danny and David Brown – Public Speaking!
9:55AM – 10:15AM Community Sponsor – Microsoft Lighthouse
10:15AM – 11:00AM What is Copilot and Why Should MSPs Care?
11:00AM – 11:10AM Break
11:10AM – 12:00PM Copilot for Microsoft 365 – Partner Sales Readiness
12:00PM – 1:15PM LUNCH and Sponsor Showcase
1:15PM – 2: 15PM MSP M&A
2:20PM – 3:00PM New Niches
3:00PM – 3:20PM Community Sponsor – Acer
3:20PM – 3:40PM – Community Sponsor – What is the IAMCP?
3:40pm – 5:00pm – Sponsor Showcase

WHERE

Venue:

Microsoft Office and Event Center

Building LC1, 7000 State Hwy 161, Irving, TX 75039

Getting Here

Questions?

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Please reach out to Harry Brelsford directly via phone/text at 206-915-3072 or email harryb@smbnation.com

SPONSORS (Present and Past)

FEATURED SPONSOR: N-ABLE

Built on a scalable platform, N‑able offers secure infrastructure and tools to simplify complex ecosystems, as well as resources to navigate evolving IT needs. Approximately 25,000 IT services providers around the world trust N‑able solutions to run their business and secure and manage their small and mid-size enterprise customers. Visit N-Able!

RAVE

“We made seven (7) appointments in the first 36-hours after the event! We’re very pleased and will repeat.“

Chicago Sponsor