CharTec Immersion: MSP Training Coming San Diego, Ca - October 23-24, 2024 - Register Today!

YOU SHOULD BE HERE.

CharTec presents:

MSP Academy

MSP ACADEMY is an undeniable trailblazer in the Managed IT Services channel. We’ve been training MSP owners and teams across the globe in our signature sales process while offering cutting-edge marketing techniques, visionary operational frameworks, and organizational leadership skills education for more than 30 years.

IS THIS YOU?

We’ve been where you are now.

They say that experience is the best teacher. We say other people’s experience is the best teacher. Learn from our 30+ years of experience in running a successful MSP.

At CharTec, we’ve absolutely got a dog in this fight. We’ve got our own multi-million dollar MSP under our company umbrella, which our founder Alex Rogers started with just $300 in his pocket. This MSP facility is where we host the Academy.  Everything we teach at Academy is routinely tested, refined, and mastered within our own MSP first. This means you get to learn from our hard-won experience. What other sales or marketing guru can say the same?

MSP Training

We help MSP Owners, Managers and Teams close deals, boost revenue, and stand out from the crowd.

Chris Burns closes two 6-Figure deals just weeks apart using techniques learned at CharTec

“Academy was much more than I expected. Fed well, overloaded with content, incredible people. I was in a room of competing MSPs who supported and wanted you to learn and grow.” 

Brian W.

Purely Cloud

John & Meghan close a 6-Figure deal within 2 weeks of learning CharTec’s Sales Method

“Dynamic, energetic, insightful and soul-wrenching. In the two and a half packed full days, I went through tremendous self growth as well as focus on who I am as well as my company as well as my coumpany message, and where I want us to go.”

Jerry H. 

Synpact

Angel Morales closes 6-Figure deal using the valuable lessons from CharTec’s MSP Academy

“My experience was… empowering, validating, inspiring, connecting, growth. It was wonderful to meet you all and the Academy was truly an empowering experience. I can’t thank you and the team enough!”

Michael U. 

Strategic Technology Solutions

Academy is all about...

Academy will teach you how to...

Hi, I’m Alex Rogers.

I’m the founder of CharTec and creator of MSP Academy.

Alex Rogers is the founder and CEO of CharTec, the channel’s leading provider of total business consulting and training in sales, operations, marketing, finance/accounting and HR. Rogers has successfully helped to transform over 1,200 MSPs and IT Service providers across the globe since launching the company in 2009. A revolutionary thinker and Master IT sales expert, Alex consistently fills seats at any event for his stirring trainings on sales strategies and tactics that completely turn around close ratios and build multi-million dollar businesses.

Before CharTec, Alex saw what the channel was missing: someone that could teach people how to really sell managed services. Using his experience as CEO of multi-million dollar MSP, ARRC Technology, the award-winning practice he founded in 1992 with a $300 investment, he developed CharTec to assist IT service providers with providing and selling equipment under the HaaS model. Since then, CharTec has grown to be the largest MSP training facility in North America focusing on sales, marketing, operations, and culture. Alex has been recognized in the industry as a three time CRN Channel Chief, the Best Breakout at IT Nation, and Bull’s Eye’s Innovator of the Year.

A rapidly growing and acclaimed solution provider in the channel, CharTec is continually recognized for its innovation and has achieved numerous accomplishments since its inception such as two Best Channel Program awards at IT Nation, Best Revenue Generator at IT Nation, Best in Show at IT Nation, Inc. 500/5000 Fastest Growing Private Companies in America, MSPMentor Top 100 MSPs in North America, Bull’s Eye’s Master MSP, Best Channel Program by ASCII, a Best Channel Vendor and “Best Channel Product” by Business Solutions Magazine.

A father of two and avid hunter and fisherman, Alex takes great pride in being a cornerstone of the local business community while providing valuable employment and growth opportunities in a region stricken with double-digit unemployment.

“My biggest deal in the past 2 years was $10k MRR. But, last month alone, I closed 10 deals totaling $16k MRR, plus $60k in projects, and a 1-year government agency. Renewal for $115,000! Alex Rogers will teach you to sell!”

Adam K.

Featured Speakers

Nick Points | 6-Figure Sales Master

Nick Points, epitomizing a true "go-getter," hailing from California with an assertive yet approachable demeanor and extensive experience in the technology sector, embodies the perfect blend of a sales guru and business trendsetter, leading to his recruitment by CEO Alex Rogers and swift transformation into CharTec’s Director of Sales, reshaping the concept of Sales Leadership.

Daniel Martin | Operations Mastermind

Dan Martin, boasting over 25 years of dedicated service in the Managed Service Provider (MSP) industry, has consistently pushed the boundaries of excellence and innovation as a dynamic leader, leaving an indelible mark on the IT landscape through key roles such as Vice President and Owner at Connections for Business (Retired), President of ConnectSMART, and Chief Evangelist at Resplendent Data.

Josh Gossett | Emcee, MSP Sales Trainer & 6-Hour Energy Personified

Josh Gossett, C.E.O. and Co-Founder of CoreTech in Bowling Green, Kentucky, with 20 years in the IT industry, established his own MSP in 2006, evolving from a small break/fix shop in Kentucky to a multimillion-dollar fully managed IT and cybersecurity services company post-transition from residential and break/fix services in 2011, with CoreTech being a true "product of training and execution" influenced by Alex and CharTec.

Brandi Rogers | MSP Marketing Expert

Brandi Rogers, Marketing Director of CharTec, LLC, and the founder/owner of Brandi Lenore, a professional styling company, boasts a diverse skill set and a track record of success across multiple fields, including 5 years as a Branch Platform Manager for Bank of America overseeing a sales team, and prior experience as the operations manager for Cenegenics, a high-end health services provider in Beverly Hills.


Monique Rogers | PhD, Industrial & Organizational Psychologist, Harvard-Trained Negotiations Expert

Monique Rogers, USC doctoral graduate and co-founder of ARRC Technology and CharTec, LLC, leverages expertise in psychology, business, and leadership, with research from USC and executive training from Harvard Law School, while also enjoying teaching and travel as a certified E-RYT Instructor and mother of two.

Tony Bella | Finance and Revenue Expert

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Rafael Sanguily | Partner Sales and Marketing Expert

Rafael Sanguily's journey through the industry is marked by a deep commitment to enhancing how IT companies, especially MSPs and MSSPs, approach sales, marketing, and brand differentiation. Rafael has successfully guided many MSPs, MSSPs, and vendors worldwide, helping them to hone their unique voices and effectively communicate their passions, values, and culture.

Justin Nusz

Justin Nusz, a seasoned Sales Engineer with an impressive 25-year track record in the IT industry, combines diverse experience as a Service Manager, Technician, and military service, bringing a unique blend of technical expertise, leadership, and problem-solving skills to technology sales, driven by his passion for technology and knack for troubleshooting that swiftly propelled him to success.

Tristen Bandy

Tristen Bandy, CharTec’s Product and Membership Sales Professional, excels at translating MSP products into value propositions, guiding MSPs through technical and company challenges to focus on their business, covering sales processes and services like Sophos, servers, workstations, backups, and recovery.

Justin Nusz

Justin Nusz, a seasoned Sales Engineer with an impressive 25-year track record in the IT industry, combines diverse experience as a Service Manager, Technician, and military service, bringing a unique blend of technical expertise, leadership, and problem-solving skills to technology sales, driven by his passion for technology and knack for troubleshooting that swiftly propelled him to success.

TRISTEN BANDY

CharTec Product
Sales

PAUL DAVIS

Operations Manager for CharTec & ARRC Technology

JOSH GOSSETT

CharTec Trainer
CoreTech CEO

MARK GRUNDY

President
CorKat Cloud

KAREN GUARINO

Sr. Channel Account Executive, Sophos

LINDSAY HAYES

Marketing & Business Development Professional Breach Secure Now

ROGER LAWRENCE

ARRC & CharTec Director of Technology

DANIEL MARTIN

Operations
Consultant

JUSTIN NUSZ

CharTec Sr. Product Sales Manager​

NICK POINTS

Vice President of CharTec & ARRC Technology

BRANDI ROGERS

CharTec
Director of Marketing

Dr. MONIQUE ROGERS

CXO of CharTec and ARRC Technology

GEORGE SMITH

Augmentt Head of Community & Strategic Partnerships

TIM WILLIAMS

CORO's Successful Channel Executive

TIMOTHY YAUSSI

Solutions Architect
CorKat Cloud

“Closed 3 deals using what we learned at CharTec, for a combined value of over $1 MILLION in recurring revenue!”

Joseph C.

How You’ll Learn

1. All the essentials included.

First thing’s first—in order to really focus on the experience, you need a full belly and all the caffeine you could want. We provide you with fresh, delicious, locally-sourced breakfast, lunch and dinner, endless beverages, and yes, even your evening cocktails. You’ll also receive a comprehensive workbook and agenda to keep you on track and take notes.

2. Mainstage Presentations from Key Speakers

Learn from the best in the channel on the topics that MSPs struggle with the most. This is where you’ll get a crash course in our time-tested sales methodology, ideal for those new to the MSP space and veterans who need to give their sales technique a refresh. You’ll also learn marketing strategies that are working in today’s quick-moving online world, how to build a company culture based on your values, and so much more. Our lineup changes for every Academy to include the evergreen training that never goes out of style and brand new content that makes every Academy impossible to recreate.

3. Targeted Breakout Sessions

Tailor your experience to suit what your MSP needs right now. We have smaller breakout discussions and presentations running concurrently to allow you to make the most of your time at Academy. Choose from sales, marketing, operations, negotiations, financial decision-making, team culture-building, and more.

4. Panel Discussions

We know that coming to Academy is sort of like drinking from a firehose. So, we’re closing out the experience with three panel discussions: Sales Expertise, Marketing Sorcery, and Operational Genius. After marinating in all the information provided over the previous few days, come ask our panel experts about the details you missed, the issues not covered, the unique-to-you issues you’d like to troubleshoot. Our goal is to ensure you leave with all the information you need to drive your business forward.

5. Networking and Casino Night

We love a good time as much as anyone. And we know how to host it too. After each long day of mental overload, kick back with us at our in-house beer taps or enjoy cocktails in The Library, our speakeasy-style private party room. We’re also bringing back our highly successful Casino Night for some classic “old Vegas” style fun.

6. Keys to the Castle

If your MSP and ours were in the same town, it’s fair to say we’d be competitors, right? But we’re not, so take advantage! How often do you get an inside peek at how another MSP does things? Take your time exploring our 20,000 sq. ft. MSP facility with unprecedented access. Shadow our experts across all departments. Ask a team member your burning questions. No limits.

“Exactly one year since CharTec, I have closed 6 deals using CharTec’s Sales Process, with a total value of $1.1 MILLION! CharTec was truly a game-changer for us!”

Michael A.

What You’ll Learn

1. A Sales Method that Closes the Deal

Our signature sales method is specific to MSPs and has been battle-tested for 30+ years. This is the method that kicked off a movement in the channel! At Academy, you’ll learn now to close more, bigger and better deals to drive your revenue skyward.

2. Visionary Operational Frameworks

We don’t buy into the old “if it ain’t broke” mentality. That’s just the lure of status quo talking. We say, if it ain’t broke, make it better! We’ll show you how to turn clients into raving fans and make room for future growth with brilliant operational systems.

3. Marketing Tactics that Keep Your Funnel Full

While the backend tricks and preferences of Google and Meta seem to change by the day, the way you build curiosity and engagement with your following doesn’t! At Academy, we’ll show you what’s working for both in today’s market.

4. Effective Negotiation Skills

Whether you’re dealing with an upcoming merger or a new hire’s salary, great negotiating is an art and a science. You can get what you want without losing sight of the others in the room. Master it at Academy and be confident taking a seat at any table.

5. Value Propositions that Set You Apart

Often, standing out in the crowded MSP marketplace where every competitor offers the same services as you can become a “race to zero”. Don’t let pricing be your differentiator! There’s a better way. We’ll show you how to create a irresistible brand and service that delivers tangible results.

6. Strategic Planning for Your Next Big Leap

Leaders and Decision-Makers, this one is for you! A select few will have the option to workshop their next big goal by taking a deep-dive into their leadership style and charting a strategic action plan toward their vision. This one will fill fast, so throw your name in the hat now to be considered!

You Should Be Here.

Register Today.

NON-MEMBER

REGISTER NOW!
$649
$ 199.00 ONE TIME PAYMENT
  • Access to 3 days of the conference
  • Inside Access to our 30-year-old MSP
  • Intimate Networking Opportunities
  • Multiple Conference Rooms for Business
  • On-hands training for your staff
  • Access to Experts in the MSP Channel
  • Workbook with Resources
  • Meals and Drinks Included
Popular

Or, better yet: Become a CharTec Member Today and get 2 Academy Passes for free.

Already a Member? Reserve your seats here.

NON-MEMBER

REGISTER NOW!
$ 649.00 ONE TIME PAYMENT
  • Access to 3 days of the conference
  • Inside Access to our 30-year-old MSP
  • Intimate Networking Opportunities
  • Multiple Conference Rooms for Business
  • On-hands training for your staff
  • Access to Experts in the MSP Channel
  • Workbook with Resources
  • Meals and Drinks Included
Popular

MEMBER

INCLUDED IN MEMBERSHIP
$ 0.00 INCLUDED IN MEMBERSHIP
  • Access to 3 days of the conference
  • Inside Access to our 30-year-old MSP
  • Intimate Networking Opportunities
  • Multiple Conference Rooms for Business
  • On-hands training for your staff
  • Access to Experts in the MSP Channel
  • Workbook with Resources
  • Meals and Drinks Included

F.A.Q.

If you own, manage or work for an MSP, we are for you. If you own, manage or work for a break-fix  business, but want to break into the Managed Services model, we’re for you. If you’re a well-established MSP already, but are ready to take it to the next level—whatever that next level looks like for you—we are for you. Basically, CharTec Academy is all about helping MSPs at any level improve what’s working, restructure what isn’t, and stand out from the herd. All while strengthening your circle of support and having a blast.

Yes! All you have to do is register as a non-member. Or, better yet, you can become a member and get your Academy passes for free! Want to learn more? Book a call with us and we can talk through your options.

Academy is live and in-person at our headquarters in Bakersfield, CA. If you’re interested in participating in an online Academy in the future, you can get on our waitlist for that here.

We do record sessions for our archive and we sometimes add the best ones to CORE, our online learning portal, for our CORE Members. If you’re not a CORE Member yet, you can learn more here.

If you’re a member, click here to register. If you’d like to register as a non-member, you can do that here.

Yes, absolutely! Here are the basics:

Bakersfield has a small local airport (BFL) that is located about 20 minutes away from CharTec headquarters. Los Angeles airport (LAX) is approximately a 2-3 hour drive to Bakersfield. There is a shuttle that runs from LA to Bakersfield that we can recommend to you, to make the commute easier and cheaper.

We also have partnerships with local hotels to get you our discounted rate. We recommend Homewood Suites because it is literally right across the street from CharTec—no need to hop in a car each day! But if it doesn’t suit your fancy, we’re happy to make other recommendations for you.

Just shoot us an email and we’ll get you set up. We love sharing tips for how to get better travel deals or our best recommendations for places to visit on the way for those roadtripping here!

CharTec is located in West Bakersfield near Cal State University – Bakersfield. If you’re coming from I-5, you’ll head East on Route 58 then South on Coffee Road. Mill Rock Way is sandwiched between Ming Avenue and Camino Media.

While there is some overlap in material (our sales method is foundational!), no two Academies are alike! We’re always adding new content and speakers to the lineup based on what’s coming up in the channel and discoveries we make. Plus, the energy and ideas attendees bring to each Academy makes every Academy unique. It just can’t be recreated!

Email us at marketing@chartec.net and we’ll make sure your question reaches the right person.

Copyright 2024 CharTec Academy™. All rights reserved.

Tristen Bandy - CharTec Product Sales

Tristen Bandy, CharTec’s Product and Membership Sales Professional, is known for his ability to transform MSP-focused products & services into compelling value propositions for Managed Service Providers. His insightful ability to identify technical AND company related challenges allows MSPs to focus ON the business.
- Sales Process / MSP-Related Challenges
- Sophos Application and Hardware Suite
- Servers and Workstations
- Backups and Recovery Options

Paul Davis - Operations Manager for CharTec & ARRC Technology

With an extensive background in Operations within the technology sector, Paul has had the opportunity to work directly with customers in Aerospace, Technology, Retail, and Food Service Industries. Paul is a hands-on professional who actively promotes lean, efficient processes and creating high performance teams across all organizations he collaborates with. Originally hired to oversee CharTec's Warehouse Operations, he has recently taken on the additional role of managing ARRC's service team, further improving our service experience for our ARRC and CharTec clients and members.

Josh Gossett - CharTec Trainer | CoreTech CEO

Josh Gossett, C.E.O., and Co-Founder of CoreTech in Bowling Green Kentucky has been in the IT industry for 20 years and owned his own MSP since 2006. He started as a small break/fix shop in “nowheresville” Kentucky and grew it to the multimillion dollar fully managed IT and cyber security services company it is today after converting from residential and break/fix services in 2011. Josh’s company CoreTech is truly a “product of training and execution”. Alex and CharTec helped him to create the company he has today.

Mark Grundy - President of CorKat Cloud

Over twenty-five years of professional management experience in the field of information technology. Experience in all aspects of the industry from programming to executive. Team leader/player who consistently surpasses goals and expectations. The latest challenge is the creation of two data centers and the managed services that CorKat Data Solutions will provide. Specialties: Managed IT Services, Data Solutions, Network Design, Administration, Purchasing, Neogations, Staff Management, Facilitation, Project Management, Business Analyst, Database Management

Karen Guarino - Sr. Channel Account Executive, Sophos

Karen Guarino serves as Senior Channel Account Executive, MSP for Americas at Sophos, a next generation Cybersecurity leader in network and endpoint security products and services. Karen has worked for over 25 years helping educate partners on how to sell security services, including Endpoint, Firewall, Email, and more. Prior to Sophos, Karen was a Channel Account Executive at Reflexion Networks, Inc., which Sophos acquired in 2015. Karen has been helping drive MRR, supporting MSPs and ensuring their success. Karen holds a Bachelor of Science Degree in Business Communications from Bentley University.

Lindsay Hayes - Marketing & Business Development Professional Breach Secure Now

Marketing and Business Development Professional with a proven history of going above and beyond the job description. Utilizes creativity, leadership, and teamwork to design and execute solutions. Bringing a partner-first attitude, enthusiasm, and dedication paired with a self-starter work ethic. Skillfully listens and generates revenue while nurturing new, current, or blemished client and vendor relationships.

Roger Lawrence - ARRC & CharTec Director of Technology

Roger is a visionary IT leader who combines technical expertise with a deep understanding of business needs. With over two decades of experience, Roger brings a wealth of expertise and leadership to ARRC and CharTec.
- Process Define and Deployment
- Emerging technology and forward thinking strategy
- Agreement Tracking
- Compliance and Regulations
- Connectwise and Reporting

Daniel Martin - Operations Consultant

With over 25 years of dedicated service in the Managed Service Provider (MSP) industry, Dan Martin has continually pushed the boundaries of excellence and innovation. As a dynamic leader, he has held key roles in pioneering organizations and left an indelible mark on the IT landscape.
- Vice President and Owner – Connections for Business (Retired)
- President of ConnectSMART
- Chief Evangelist – Resplendent Data

Justin Nusz - CharTec Sr. Product Sales Manager

Justin Nusz is a seasoned Sales Engineer with an impressive 25-year track record in the IT industry. With a diverse background that includes roles as a Service Manager, Technician, and four years of dedicated military service, Justin brings a unique blend of technical expertise, leadership, and problem-solving skills to the world of technology sales. His passion for technology and knack for troubleshooting quickly set him on a path to success.

Nick Points - Vice President of CharTec & ARRC Technology

Nick Points is the epitome of a real “go-getter.” Born and raised in California, his aggressive yet inviting demeanor and vast degree of experience within the technology sector is the ideal concoction of a sales guru and business trendsetter. For these reasons, Nick was recruited by CEO, Alex Rogers, and shortly transformed into CharTec’s Director Sales—redefining the notion of Sales Leadership.

Brandi Rogers - CharTec Director of Marketing

Brandi Rogers is a woman of many talents. Not only is she the Marketing Director of CharTec, LLC, but she is also the creator and owner of Brandi Lenore, a professional styling company. What’s more, Brandi has a proven track record of success in a variety of fields. For example, she spent 5 years as a Branch Platform Manager for the Bank of America, managing a sales team. And before that, she worked as the operations manager for Cenegenics, a high-end health services provider in Beverly Hills.

Monique Rogers - CXO of CharTec and ARRC Technology

Monique Rogers is an industrial and organizational psychologist and doctoral graduate of the University of Southern California. As a co-founder and owner of ARRC Technology and CharTec, LLC, Dr. Rogers possesses extensive education and expertise in business, marketing, organizational change, and leadership. Through her research on human behavior and negotiation at USC, Dr. Rogers also attended exclusive executive training from the Program on Negotiation at Harvard Law School. She is the mother of two grown children and enjoys traveling and teaching mind-body stress reduction (MBSR) in her spare time as a certified E-RYT Instructor. 

George Smith - Augmentt Head of Community & Strategic Partnerships

As Head of Community & Strategic Partnerships at Augmentt, George's role is to oversee many different aspects of Augmentt's programs including Community, Events, Distributors, Vendor Partnerships and Strategic Alliances, all with the goal of helping our partners grow. George is a cybersecurity specialist who is instrumental in enhancing Augmentt’s corporate development.

Timothy Williams - CORO's Successful Channel Executive

Tim Williams is a 28-year veteran in the Telecom & Technology Sales industry, of which 25 years have been in the Indirect channel. He brings a wealth of Strategic Partner relationships in the channel, having supported many of the industry's largest TSD's, Subs, mid-Masters, VARS and now MSPs on a regional and national level. Throughout his career, Tim has been a strong results-driven executive focused on driving partner success and customer loyalty. He is a multiple President's Club Award recipient as a top producing Channel Manager throughout his career, including recently as a 2023 President's Club recipient with Coro.

Tim recently served as the West Region Vice President of Channel Sales for Zayo Communications, a leading provider of Dark Fiber Networks to the Channel and SMB/Mid Markets. Tim is also a former professional baseball player, having been drafted by the Milwaukee Brewers out of high school and college. Tim resides in Los Angeles, CA and has two adult children Jordan and Tatum.

Timothy Yaussi - Solutions Architect CorKat Cloud

Hybrid cloud solutions are best understood coming from a hybrid employee. Tim Yaussi brings a unique approach to the private cloud topic as he works in both sales and operations. He has over 15 years in the IT industry, 7 with CorKat specifically, and has a Physics degree from Colorado State University.