July 27, 2023          |       Princeton, NJ


Event Date

July 27th, 2023

Call Us


“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

“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


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:

  • 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.


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. 

Our presenters and panelists include:  

  • Harry (SMB MSP OG) Brelsford, CEO and Founder of SMB Nation
  • Rayanne Buchianico, Owner, MSP Accountant and PSA Consultant at ABC Solutions, LLC
  • Joe Moore, Partner – Centaris
  • Mark Moreno, CEO – The Moreno Group
  • Jesse Miller, Principal Consultant – PowerPSA
  • Eric Shorr, CEO – Secure Future Tech Solutions
  • Lisa Shorr, Vice President of Marketing – Secure Future Tech Solutions
  • Frank Ohlhorst, Senior Analyst and CTO – Magnum Consulting
  • George Sierchio, Executive Vice President and Sr. Partner – Cogent Growth Partners, LLC
  • Peter Fidler, President and Founding Partner – WCA Technologies
  • Mark Moreno, CEO – The Moreno Group, LLC
  • Fran Blanco, Sr. Director of Marketing and People Operations, eMazzanti Technologies
  • Roberto Cioffi, CTO & Co-Founder – Progressive Computing, Inc. 
  • Robert Patterson, Director of Sales and Marketing – Progressive Computing, Inc. 
  • Greg Plum, Director / Principal – North America – PartnerReady
  • Bill Blum, President – Alpine Business Systems
  • Michael Kennedy, Founder – Ostra Cybersecurity
  • Kathryn Rose, Founder, CEO – ChannelWise
  • Jennifer Bleam, Owner and Founder – MSP Sales Revolution
  • Adnan Rafique, Cyber Security / IT Career Coach – iMentorCloud
  • Joseph Danielsen, Assemblyman – Franklin Township & Owner – Network Blade LLC
  • Rick Smith, CEO – Renactus Technology
  • Deborah Kestin Schildkraut, Founder/CEO – Kestin Impact Consulting LLC
  • Jeffrey Goldstein, Managing Director Microsoft Dynamics 365 – Queue Associates
  • Paul Dobbins, Chief Growth Officer – Ostra Cybersecurity
  • James Matheson, Partner Success Manager – Ostra Cybersecurity
  • Brian Freistat, Senior Account Manager – SecurityStudio

Check back often as we are adding more amazing speakers! 

Who’s Speaking?

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

Harry Brelsford

Harry Brelsford


SMB Nation and 420MSP

Harry Brelsford is the founder of SMB Nation ( 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 His latest startup is 420MSP.

Rayanne Buchianico

Rayanne Buchianico

Accountant, business consultant, Autotask consultant, teacher, writer, and speaker.

I am the owner of ABC Solutions, LLC. We are a full service accounting firm located in Clearwater, Florida. We specialize in working with MSPs to maximize profits through understanding their financial reports, making informed business decisions, and developing metrics to measure their success.

I am the co-host of a podcast series called PSA Impact ( We discuss all things PSA. Tips, tricks, trends in the IT Channel, and maximizing profits by making your PSA work for your company.

Joe Moore

Joe Moore

Experienced Chief Technology Officer with a demonstrated history of working in the information technology and services industry. Strong information technology professional skilled in Storage Area Network (SAN), Domain Name System (DNS), IT Strategy, Data Center, and Windows (all versions).
Jesse Miller

Jesse Miller

Principal Consultant

Jesse Miller is a distinguished and forward-thinking information security leader, strategist, and operational powerhouse. He brings extensive technology operations, information security, and regulatory compliance experience in helping managed service providers break through and elevate their business to another level. He is recognized as an information security executive, subject matter expert, and seasoned leader. Parlaying years of security operations, CISO, and vCISO experience, Jesse launched his magnum opus – PowerPSA. Here, Jesse specializes in helping MSPs build and scale security service offerings, helping these organizations realize their maximum potential by providing their clients with best-in-class cybersecurity and risk advisory services.
Mark Moreno

Mark Moreno

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

Eric Shorr


In 1992, I founded my business while a student at the University of Rhode Island. My business model was quite simple – your computer broke, I fixed it. Our technology needs were much simpler then. Time and technology have advanced to a point where my IT business is more than just a technician fixing a broken computer. We have become a strategic partner to many small businesses throughout Rhode Island and Massachusetts.

I am enthusiastic and passionate about helping small businesses (those with 10-100 employees) to eliminate all the hassle, waste and headaches of all things digital in their office. Our TotalCare Plus program is dedicated to taking over the support and maintenance of business computer networks. My vision is simple: to provide small businesses with the same enterprise-level IT services and support that larger companies have, but at a price small businesses can afford.

Lisa Schorr

Lisa Schorr

Principal Consultant

I have immersed myself in Sales and Marketing for over 25 years. My focus is on building and developing the Personal and Corporate Brands for IT and other businesses to be “polished and prepared” to handle any situation to maintain leadership credibility. The end-goal is corporate growth.

I do this by working with professionals of all levels and/or teams to build strong Intentional and empathetic Leaders that inspires others to greatness!

Frank Ohlhorst

Frank Ohlhorst

Frank is an Editor, Technology Analyst, Researcher, and Futurist. Frank focuses on IT and OT solutions used in the enterprise and SMB markets. Frank has extensive experience in the fields of cybersecurity, robotic process automation, low code platforms, and numerous enterprise level solutions. Frank is also very familiar with the IT Channel. Frank has experience as a business analyst & consultant, editor, author, blogger, and is a frequent contributor to several leading technology publications. Frank has contributed reviews, analyst reports, white papers, technology primers, and thought leadership articles to numerous publications, including eWeek, Forbes, Entrepreneur Magazine, CIO, Enterprise Security Planet, Enterprise Networking Planet, Desktop Engineering Magazine, SD Times, Techrepublic,, Security Boulevard, and numerous other publications. Frank has written numerous white papers and research reports for fortune 5000 companies, including IBM, Microsoft, Shell Oil, HP, Apple, Dell, and several other organizations. Frank also moderates roundtables at industry events, presents at industry events and helps organize industry events.

George Sierchio

George Sierchio


I am an entrepreneurial veteran having owned and operated several successful services and consulting businesses in the last 25+ years. This includes my work as a consultant to MSP/IT Services companies, providing guidance in profitability, overall growth and M&A related activities. I am highly experienced in the areas of strategy, finance, operations, marketing, human resources and corporate structure. Specific to mergers and acquisitions, I am well versed in many areas, including growth strategy, acquisition targeting and evaluation, valuation, due diligence, deal structure, negotiations, agreement authoring, and integration planning including leading and/or advising 35+ acquisitions.
Peter Fidler

Peter Fidler

President and Founding Partner

As founding Partner of WCA Technologies, I have more than 34 years of experience enabling businesses to work smarter and faster by leveraging technology. I am constantly immersing myself in my clients’ challenges to understand their needs so that I can properly recommend solutions that are the right fit for their business. I am proud of the long-term relationships that WCA has established with clients and staff built on the company’s reputation for integrity and reliability.
Fran Blanco

Fran Blanco

A highly creative and strategic sales and marketing professional with experience in small start up organizations and Fortune 500 Companies. Taken 2 Company’s public and listed on Amex. Executes an entrepreneurial and analytical approach that delivers results. Recognized as an individual with strong instincts and team building skills. Skilled in talent acquisition, business strategy, marketing, sales and territory plan development. Additional experience in product launches, sales enablement, marketing communications, managing creative teams and branding. Also experienced in Investor Communications; including press releases, annual reports, and investor presentations. Excellent presenter. A trusted advisor to C suite with insight into Corporate positioning, competition, staffing and market dynamics as they relate to channels of distribution. Passionate about the execution of breakthrough marketing programs that lead to sales results.
Rick Smith

Rick Smith


Robert Patterson

Robert Patterson

Director of Sales and Marketing

I want to help you to NEVER have to WORRY about your technology again!
I want to introduce you to a BETTER way of providing IT SUPPORT.

I have been active in the technology community for over 20 years. In this time I have held various roles. Web developer, network engineer, consultant, account manager, community leader, speaker, moderator, sales and marketing director.
In all of this time I have excelled at two main things:

➢ I love to solve complex problems that lead to better operational efficiency.
➢ I can clearly communicate technology concepts in plain business language.

The result is that you will ALWAYS UNDERSTAND exactly what to expect from your trusted IT Partner. We can plan out what is needed to allow your business to thrive and then my team can provide the necessary support to keep everything right on track.

Robert Cioffi

Robert Cioffi

CTO and Co-Founder

Robert Cioffi, CTO & Co-Founder, pursued an entrepreneurial calling in 1993 to establish Progressive Computing with co-owner and college buddy, Ugo Chiulli. In his career at Progressive Computing, Robert has worked diligently to build the non-negotiable core values on which his company stands: Humble Confidence, Teamwork, Commitment and Respect.

Robert is widely known to be an expert public speaker on a variety technology topics. His pragmatic, decisive and creative personality is evident in the dozens of business magazine articles published by or about him in the last 2 decades including Westchester Commerce and 914Inc. He has appeared on CNBC to speak on national issues affecting small business in 2014. Robert has served as an official partner advisor to several technology companies such as Microsoft and Axcient, and is actively engaged in the IT Nation Evolve Peer Group as Facilitator for 2 different groups.

At heart, Robert is a “Go Giver” and a teacher. He was a CCD Instructor for 16 years, Lector and Council Leader in his local church, a former Board Member of the Greenburgh Public Library Foundation, and former Chairperson for the Yonkers Thrives Initiative.

Greg Plum

Greg Plum

Director / Principal - North America - PartnerReady

Greg Plum has been recognized as an industry expert in ecosystem channel development having built partner programs from scratch for multiple SaaS providers and facilitating PartnerReady’s Ecosystem Academy for numerous technology company founders in the US and Canada. He has lobbied on Capitol Hill in support of the IT industry and is a 3x TEDx speaker. Greg also currently serves as a member of CompTIA’s North America Community Executive Council, chair of Technology Forum of Delaware, and mentor for the University of Delaware’s Executive Mentor Program.

Bill Blum

Bill Blum


Bill is the founder and President of Alpine Business Systems. He holds several technology certifications from Microsoft, Dell, VM Ware and others.

He grew up in Central Jersey and received both Bachelors and Masters Degrees from Manhattan School of Music. He worked as a drummer in the music industry in 70’s and 80’s, played on hit records, and worked with many well-known groups and individuals, embracing computer technology as a driving force in music production.

In 1983 he studied several computer languages and began a career in information systems. He founded Alpine Business Systems in 1987 and successfully created a proprietary retail automotive and financial software application. Alpine was immediately successful, having sold its software to several hundred auto dealers, leasing companies, and other financial and insurance institutions.

Alpine now designs, deploys, and manages best-in-class Information Technologies, on-premise and in the “Cloud”, as well as custom software, websites, and digital strategies, resulting in measurable increases in their clients’ productivity, performance, reliability, and security. Alpine’s I.T. Best Practices Framework sets them apart from other I.T. firms because it focuses on business processes, as well as technology, producing continuous improvements in their clients’ Operational Excellence and Cyber Security profile.

Alpine’s purpose: Improve the quality of life for its clients, fellow teammates, and community. Its 4 values: Respect Everyone, Always tell the truth, Keep your commitments, Leave everything better than you found it.

Bill lives in Somerset County, NJ with his wife. Between them they have 4 children. He enjoys music and art, and is an avid reader of books, blogs, and articles on business, management, leadership, creativity, music, and personal development. He still plays the drums at St. Joseph Catholic Church in Hillsborough, NJ.

Michael Kennedy

Michael Kennedy


Michael Kennedy is recognized as a cybersecurity industry trailblazer. He is the founder of Ostra Cybersecurity,  a multi-layered and fully managed Security as a Service. Ostra’s proprietary solutions combine Fortune 100-caliber tools, tech and talent to ensure threats are not only detected and hunted, but also fully remediated for businesses of all sizes.

Previously, Kennedy led, built and scaled security platforms for Fortune 5 companies before setting out on a mission to protect SMBs. The idea for Ostra came from his insights gained during 20+ years of working for the world’s largest healthcare provider. Michael was responsible for the integration of complex data systems and protecting private data during business acquisitions. He oversaw over 75 acquisitions and supported over 350,000 global employees, protecting sensitive health data and business functionality at each integration

Adnan Rafique

Adnan Rafique

Cyber Security / IT Career Coach

Adnan is a highly experienced technology professional with a wealth of expertise in Enterprise IT Governance, Information Security Governance, and IT Risk Management. With a career spanning numerous industries and organizations, Adnan has developed a broad and deep understanding of diverse technologies, making him a sought-after expert in his field of Information Security.

One of Adnan’s areas of specialization is Cloud Security Architecture, where he has helped design and implement robust security frameworks for cloud-based environments. His knowledge extends beyond technical solutions, as he also possesses a keen understanding of the business implications and regulatory requirements surrounding cloud security.

Kathryn Rose

Kathryn Rose

Founder, CEO

Kathryn Rose is an innovator, and the founding CEO of award-winning technology platforms (getWise/channelWise) that powers expertise as a service for companies, communities, small businesses,  professionals and IT channel vendors/partners to accelerate business or career growth. She is a former Wall Street executive sales leader and an author of 9 books. She has been featured in Forbes, Inc. Magazine, CBS Marketwatch, Fox News and more. She was recently named Worth Magazine Top 100 Entrepreneurs, Forbes Top 1000 innovators and a member of the prestigious Nasdaq Milestone Makers program

Prior to devoting her focus to her platform, Kathryn was an executive sales and marketing consultant for large global and local clients developing targeted online campaigns resulting in millions of engaged fans, followers and connections. Kathryn’s experience has taken her from startup to multimillion dollar companies. She is an award-winning Wall Street sales leader driving $100 million+ in annual sales and in channel marketing with global B2B clients.

Kathryn is a highly sought after speaker at leading global industry events–Google, IBM, Dell Technologies, Women in Tech Global Summit and the Grace Hopper Celebration. Kathryn has received accolades for her vision, commitment, and leadership including the CompTIA Advancing Women in Technology Mentor of the Year Spotlight award and more.

Kathryn is regarded for her grit, tenacity, creative problem solving, glass-half-filled approach and her ability to laugh, always. A tireless champion for diversity, Kathryn has received accolades for her vision, commitment, and leadership including being recently named to the Channel Futures Top DE&I Champions in Technology 101 list. The list recognizes individuals from diverse and multicultural backgrounds who are driving diversity, equity and inclusion in the technology channel through their words, actions and leadership.

Jennifer Bleam

Jennifer Bleam

Owner and Founder

Jennifer Bleam is a best-selling author, an award-winning speaker, and a respected leader in the IT channel. She has coached over 1,000 MSPs on marketing and sales best practices, based on her real-life success as an MSP business owner. Jennifer also grew a channel-only cybersecurity software firm from start up to acquisition in less than 2 years. Part of her role included coaching MSPs on how to sell cybersecurity to small and medium sized companies. Jennifer trained with Sandler Training and attended CharTec Sales lab. She founded MSP Sales Revolution to help MSPs master the art of cybersecurity sales quickly, easily, and profitably.

Jeffrey Goldstein

Jeffrey Goldstein

Owner and Founder

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.


Professional & Business Services
Government Contractors
Public Sector


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

Joseph Danielson

Joseph Danielson

Owner, Netowrk Blade LLC

A life-long resident of Franklin Township, Joseph Danielsen, has served as Franklin Township Democratic Chairman for eight years and Treasurer for two. During those eight years he has successfully turned the entire 9 seat council democratic and was instrumental in growing the Committee to record levels. During his tenure he has been a prolific fund raiser throughout Somerset County for democratic candidates. He was integral in creating an inter-local agreement between the township and the four Fire Districts that provided fire fighters during the day.

For 14 years he served on the township Planning Board and served as its vice chair for several of those years. In that role, he consistently supported economic development and helped attract business to Franklin Township while maintaining the local character. He focused on Public Safety and improved the level of safety and response for local volunteers.

For the past eight years Joe has been one of the state’s top individual fund raisers for Childhood Cancer Research via St. Baldrick’s Foundation; shaving his head every year to stand in solidarity with the children victimized by the disease. In addition he has been very active fund raising for Wounded Warrior and LiveStrong foundations.

Joe is the youngest of nine children and was raised by a single parent. He now lives with his wife Christine and his three children; all of whom attend the Franklin Township public schools. He is a successful small business owner.

Mr. Danielsen has received degrees from both Middlesex County College and Rutgers University. He is a veteran of the U.S. Army (78th Div. TNG), and has served 22 years as a volunteer fire fighter.

Deborah Kestin Schildkraut

Deborah Kestin Schildkraut

Founder/CEO – Kestin Impact Consulting LLC

As a change agent, problem solver, and community builder, I’m open for work and excited to find my next career opportunity. I am honored to have won the 2021 CompTIA Advancing Diversity in Technology Leadership Award, the 2020 CompTIA Woman in Technology Leadership Award, and recognized among the CRN Women of the Channel for several consecutive years. As the VP – Global Community Engagement for CompTIA, I engaged industry colleagues through our Communities, Committees, Advisory Councils, and Technology Interest Group digital forums. Previously, I was the IBM AI Applications & Blockchain Global Ecosystem Marketing Leader where I started a social innovation practice. I have served as Global Program Director for Business Partner Strategy for IBM Global Business Partner Marketing and developed the Emerging Leaders initiative to mentor and engage early career professionals. Passionate about community service, I am involved in many Corporate Sustainability & Responsibility projects. I also served in global program director roles for Digital Content Marketing and Value Added Distributor marketing. I developed and led the IBM Business Partner Innovation Center program. Under my direction 100 centers were launched around the world, providing significant local reach to Business Partners and customers. Working with distributors, the centers also created an ecosystem of top partners, delivering innovative solutions to the marketplace.

I began my career in the world of advertising in New York City, and served as an account manager for blue chip accounts such as IBM, SAP, Sony, among others. It was my success in developing and implementing multi-tier channel development programs that brought me into IBM as a professional hire to jump start channel marketing and to strengthen the channel relationships for the then IBM Personal Computing Division. I have led a variety of breakthrough initiatives, including award-winning channel advertising campaigns, special projects for the Olympics, and new channel programs.

I am an active member in the community, serving as a Board Member and Executive Vice President for the Southern New Jersey Region for Hadassah Medical Organization, Immediate Past President of my religious institution, Immediate Past President of the JP Stevens High School Band Parents Association and Past President of the Middlesex County STEM Academy Foundation.

Paul Dobbin

Paul Dobbin

Chief Growth Officer, Ostra Cybersecurity

Paul Dobbins has years of experience in business leadership and growing early-stage companies. He is Chief Growth Officer at Ostra Cybersecurity, a multi-layered and fully managed Security as a Service. Ostra’s proprietary solutions combine Fortune 100-caliber tools, tech and talent to ensure threats are not only detected and hunted, but also fully remediated for businesses of all sizes.

Before joining the team at Ostra, Dobbins spent nearly two decades building and leading successful sales, marketing and support teams for startups and billion-dollar corporations across multiple industries. Paul held various leadership positions at ProtectCELL during its meteoric rise to make the Inc. 500 list of fastest-growing companies. Following ProtectCELL’s sale to Fortegra, Paul continued in various leadership positions to help transform their warranty team into a significant growth engine for the company. Previously, Paul earned and maintained a full academic scholarship while completing his B.S.B.A. with an emphasis in MIS and Marketing Management from Southeast Missouri State University.

James Matheson

James Matheson

Partner Success Manager, Ostra Cybersecurity

James brings a strong background in IT managed services to his role at Ostra Cybersecurity, a multi-layered and fully managed Security as a Service. As partner success manager, he focuses on helping Channel Partners build their cybersecurity practices. Specifically, he leverages his firsthand experience to guide Ostra’s MSP partners and the SMB clients they serve.

Previously, James co-founded Network Medics, a managed services provider (MSP) in Minneapolis, MN with a mission to deliver best-in-class IT support to small businesses. James built the company from a desk in his basement to a full team of technology experts with NOC and datacenter operations in downtown Minneapolis. In 2018, he negotiated the sale of the business to a national MSP, stayed on as General Manager to facilitate the transition, and eventually took over M&A.

Brian Freistat

Brian Freistat

Senior Account Manager, SecurityStudio

Brian Freistat is a results-driven Senior Account Manager at SecurityStudio, a leading provider of cybersecurity Risk Management solutions. With a diverse professional background, including roles as a National Account Manager at Vertical Axion, MSP Account Manager at Equus Computer Systems, Western Regional Services Manager at SYNNEX, and Partner Support at CharTec, Inc., Brian has developed a strong understanding of the industry. Brian brings a unique perspective to his role, fostering collaborative relationships with clients and delivering tailored solutions to meet their specific needs. His expertise in account management and deep knowledge of the cybersecurity landscape makes him a valuable asset in helping organizations navigate and strengthen their security business.


Pocket MBA for MSPs

„Start the day with the Pocket MBA for MSPs foundation. In this interactive session, you will write down your Strengths/Weaknesses/Opportunities/Threats (SWOT) in three buckets:

„ Finder (Sample Topics Include)

  • AI for MSP Marketing
  • MSP Marketplaces
  • Professionalism (including “How to Answer the Phone!”)
  • Community-led Growth
  • Web forms and “Speed to Lead”

„ Minder (Sample Topics Include)

  • Standard Operating Procedures (SOPs)
  • Recruiting

„ Grinder (Sample Topics Include)

  • AI for MSPs
  • Cybersecurity services and solutions

This start will set you up for the balance of the day as we double-click into the MSP 2023 mindset.

MSP Monsters!

WARNING: This is primarily a storytelling panel so bring your questions for the experts to answer. Sometimes you have to pause, take a step back to take two steps forward. There’s no better time to get your act together than NOW as we chart new territories. Starting with panelists storytelling, we’ll quickly take audience questions which makes this one of the most valuable sessions.



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.


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


Transparency Matters: Why We’re Losing the War on Cyber Terror

Michael Kennedy, founder of Ostra Cybersecurity, has a passion for transparency. Unfortunately, it’s much harder to find than it should be—especially within the guarded, highly competitive culture of today’s cybersecurity industry.

So why should clients assume the “solutions” we sell will actually make them safer, versus just padding our profits? Trust is eroded when phrases like ‘where there’s mystery, there’s margin’ permeate the culture. Join us for an unfiltered discussion on how a transparency revolution would benefit your MSP, your clients, and the cybersecurity community at large. We’ll also uncover four essential, trust-building qualities that leaders in the tech industry should model.

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.

Kathryn Rose
Harry Brelsford
Mark Moreno

You Can’t Go It Alone: Finding Your Trusted Cybersecurity Community  

In an ecosystem as complex as cybersecurity, community and trust are paramount—especially for MSPs. One company alone can never be the “end-all, be-all solution” for any client.

But with so many cyber products and vendors flooding the market, how do you know who you can (or should) trust? And how do you form the right strategic partnerships that will help you better protect your clients AND grow your business?

In this roundtable discussion, join us for a candid conversation about the challenges we all face in this industry. We will tackle:

  • Why the channel is broken, and why MSPs are paying the price
  • Tips for finding the right cybersecurity partners
  • How to ask the right questions (and identify red flags)



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.  



Complete the registration and you are IN with a reserved seat!  

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 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).

The Pocket MBA book cover



Thursday, July 27, 2023

9:00am – 5:00pm 


  • 9:00AM – Registration and Coffee
  • 9:30AM – Welcome and Introductory Remarks
  • 9:35AM – 9:55AM Community Sponsor: N-Able
  • 9:55AM –  10:15AM Community Sponsor: Ostra
  • 10:15AM – 11:00AM Pocket MBA for MSPs!
  • 11:00AM – 11:10AM Break​
  • 11:10AM – 12:00PM MSP Monsters!
  • 12:00PM – 1:15PM LUNCH and Sponsor Showcase
  • 1:15PM – 2:20PM MSP M&A
  • 2:20PM – 2:55PM New Niches
  • 2:55PM – 3:00PM BREAK
  • 3:00PM – 3:20PM Community Sponsor: AOM Partner
  • 3:20PM – 3:40PM – You Can’t Go It Alone: Finding Your Trusted Cybersecurity Community
  • 3:40pm – 5:00pm – Sponsor Showcase
  • 5:00PM – End of Day


This event is being held at the Princeton Italian-American Sportsmen’s Club!  


Princeton Italian-American Sportsmen’s Club

8 Founders Ln
Princeton, NJ 08540

Getting Here


Please reach out to Harry Brelsford directly via phone/text at 206-915-3072 or email

SPONSORS (Present and Past)


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!


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

Chicago Sponsor

SMB Nation Events Resume (Selected)

2016 Office 365 and Windows 10 Roadshow for Managed Services Providers, Cloud Services Providers, Resellers, IT Pros and Consultants

1. Redmond

2. NY

3. Atlanta

4. Chicago

5. Washington DC

6. Charlotte

7. LA

8. SF

9. Phoenix


2015 Office 365 Resellers / Managed Services Providers Tour

1. Bellevue

2. Silicon Valley

3. LA

4. NY

5. Chicago

6. Dallas

7. Washington DC

8. Charlotte


2015 Windows 10 launch events for resellers/MSPs

1. New York City, New York – June 2nd 2015

2. Los Angeles, California – June 9th 2015

3. Redmond, Washington – June 16th 2015

4. Fort Lauderdale, Florida – June 23rd 2015

5. Austin TX – June 25th 2015


2014 Worldwide Modern Tour

1. Auckland, New Zealand 3/27/2014

1. Bangalore, India 6/10/2014

2. Cape Town, South Africa 5/22/2014

3. Dubai, United Arab Emirates 5/8/2014

4. Dublin, Ireland 4/23/2014

5. Hong Kong, China 3/21/2014

6. Istanbul, Turkey 5/13/2014

7. Johannesburg, South Africa 5/20/2014

8. Kuala Lumpur, Malaysia 3/17/2014

9. Madrid, Spain 5/6/2014

10. Manila, Philippines 3/19/2014

11. Mexico City, Mexico 4/1/2014

12. Milan, Italy 6/13/2014

13. Mississauga, ON, Canada 6/4/2014

14. Montréal, QC, Canada 6/6/2014

15. Moscow, Russia 5/22/2014

16. Prague, Czech Republic 5/21/2014

17. Reading, United Kingdom 4/1/2014

18. Sao Paulo, Brazil 3/20/2014

19. Singapore, Singapore 3/14/2014

20. Stockholm, Sweden 5/27/2014

21. Sydney, Australia 3/25/2014

22. Taipei, Taiwan 4/29/2014

23. Warsaw, Poland 6/4/2014



In the News!