Academy Agenda
October 7th - 8th
Two Days Inside 2 days.
See how Academy is structured across two concurrent learning rooms designed to help you build a stronger MSP.
Academy is one connected experience built around the CharTec MSP Framework.
Choose the sessions that best fit your role while experiencing how every department contributes to building a stronger MSP.
Every attendee follows a personalized learning path while remaining part of one connected Academy experience.
Two Rooms. Two Paths. One Complete Academy Experience.
Every session block offers two concurrent learning rooms. Choose the room that best fits your role, current challenges, and business goals. Whether you're focused on growing revenue or strengthening leadership and execution, you'll build a personalized Academy experience while remaining part of one connected event.
Chartec training room
Growth & Revenue
Built for MSP owners and sales leaders focused on pipeline, marketing, pricing, and closing more recurring revenue. This room follows the sales and marketing threads of the CharTec MSP Framework.
ARRC Training room
Leadership & Execution
Built for MSP owners and operators focused on team structure, accountability, delivery, and the internal systems that let a growing MSP run without chaos. This room follows the leadership and operations threads of the CharTec MSP Framework.
Sales and marketing stay aligned because they support the same growth engine, while leadership and execution stay aligned because they support the same operating system. You'll move fluidly between the two as your role and priorities require.
Day One
Continue Building Your MSP Framework
Move between Growth & Revenue and Leadership & Execution sessions throughout the day while experiencing how every department contributes to a successful MSP.
Session details coming soon.
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Session details coming soon.
Day One
Continue Building Your MSP Framework
Move between Growth & Revenue and Leadership & Execution sessions throughout the day while experiencing how every department contributes to a successful MSP.
Check-in, grab your swag bag, eat some breakfast and tour the facility.
Every MSP faces different challenges, goals, and growth opportunities. In this opening session, we'll set the stage for the next two days by identifying what attendees want to learn, accomplish, and take back to their businesses. Together, we'll map objectives, align expectations, and provide a roadmap for how the Academy experience will help address the sales, marketing, operational, and leadership challenges MSPs are facing today. This interactive kickoff ensures everyone starts with clarity, purpose, and a plan for maximizing their time at Academy.
Most MSP websites are online brochures. The best ones are salespeople. In this session, you'll discover the three fundamental shifts that change how you think about websites, lead generation, and online marketing. You'll leave with a simple framework you can use immediately to generate more qualified opportunities without chasing every new marketing trend.
If your MSP sales pipeline feels inconsistent or deals keep stalling out, the problem usually isn’t effort. It’s execution, consistency, and the inability to scale the sales process efficiently. Today, the MSPs pulling ahead aren’t necessarily working harder. They’re using AI to improve prospecting, sharpen Discovery conversations, streamline presentations, eliminate busywork, and create more consistent sales execution across the board. In this session, we’ll break down how MSPs are practically using AI throughout the sales process to create better conversations, uncover stronger buying triggers, improve follow-up, and close deals with more confidence. This is not another generic “use ChatGPT” session. We’ll focus on real-world AI applications MSPs can use immediately to improve sales performance without losing the human element that builds trust and drives long-term client relationships. What You’ll Learn: - How AI can improve prospecting and increase response rates - Ways to uncover stronger buying triggers during Discovery - How to streamline presentations and proposal preparation - Using AI to improve follow-up consistency and sales execution - How MSPs are reducing busywork and increasing sales efficiency - Practical AI workflows that support a more predictable revenue process If you’re looking for ways to improve consistency, create more qualified opportunities, and modernize your MSP sales process, this session will show you how AI is changing the way successful MSPs sell.
How is Academy going so far? What have you learned? What do you hope to learn next? You'll hear from some of the amazing sponsors who help make Academy possible, sharing valuable insights, tools, and resources that can help MSPs improve efficiency, profitability, and growth. In addition, get ready for a rapid-fire round of hot takes from the CharTec team. Our experts will share quick, practical, and sometimes provocative perspectives on the biggest challenges MSPs are facing today from sales and marketing to operations, leadership, AI, and growth. Expect actionable ideas, fresh viewpoints, and real-world advice you can immediately apply to your business. Fast-paced, engaging, and packed with value, this session is designed to leave you with new ideas, renewed energy, and a clear path for making the most of the rest of your Academy experience.
Networking Lunch is more than just a meal, it's an opportunity to connect, collaborate, and learn from your peers. Join designated discussion tables organized by key MSP topics and sponsor partners, allowing you to dive deeper into the challenges, strategies, and solutions most relevant to your business. You'll also receive the "Keys to the Castle," giving you exclusive access to explore our fully functioning MSP operation. Take a behind-the-scenes look at the systems, processes, and workflows that power a successful MSP, while engaging directly with CharTec team members and sponsors to ask questions, gain insights, and uncover ideas you can bring back to your own organization. Whether you're looking to network with fellow MSPs, learn from industry experts, or see proven operational excellence in action, this lunch experience is designed to deliver valuable conversations and practical takeaways.
In this session, Dan discusses how growing MSPs transition from reactive day-to-day operations into more structured, predictable, and scalable businesses. We’ll break down the operational disciplines that create stronger visibility, better accountability, improved forecasting, and healthier decision-making across the organization. You’ll learn how successful MSP leaders create operational cadence, align departments, monitor the right metrics, and reduce the constant “fire drill” mentality that limits growth. We’ll also discuss how AI and operational reporting tools can improve visibility, leadership oversight, and strategic decision-making across the business. You’ll learn: - Why many MSPs remain trapped in reactive operations - How to create better operational visibility across departments - The metrics and reporting structures that support growth - Ways to improve accountability and execution across teams - How operational cadence reduces chaos and improves decision-making - Where AI can support leadership visibility and operational management If your MSP feels busy but difficult to scale, this session will help you shift from constantly reacting to running a more operationally mature business.
In this session, you’ll learn proven techniques for getting prospects to open up. Through effective questioning and active listening, you’ll discover how to pinpoint their true pain points, tailor your solutions to their unique needs, and position yourself as the must-have provider they didn’t know they were missing. And before you put it into practice live, you’ll learn how sharpen your skills using our proprietary AI tool—a safe place to practice voicemails and outreach, get a score on your performance, and build confidence before the real conversations begin. Get ready to turn “we’re fine” into “let’s talk!”
Many clients are still running aging servers and on-prem infrastructure, but knowing when and how to recommend a migration isn't always straightforward. In this session, we'll explore the business and technical drivers behind moving workloads to the cloud or datacenter, common objections MSPs face, and how to evaluate cost, security, scalability, and operational efficiency. You'll walk away with practical strategies to guide client conversations, modernize environments, and create new recurring revenue opportunities.
D&H Distributing is a leading North American technology distributor delivering end-to-end IT solutions across SMB and enterprise channels. Its Advanced Solutions practice focuses on high-growth areas including cloud, security, infrastructure, modern workplace, and AI, enabling partners with curated portfolios, technical expertise, and go-to-market support. D&H’s customer service model is built on accessibility, accountability, and partnership—combining dedicated account teams, subject-matter experts, and streamlined operations to accelerate deal execution and improve partner outcomes. Through personalized support, enablement resources, and collaborative planning, D&H empowers vendors and resellers to drive growth, maximize ROI, and deliver impactful solutions to their end customers and partners globally.
Ever hear these from prospects: 'Any chance we could speed this up?' 'Can you just give me the price already?' 'I have another meeting—finish the presentation with my office manager, and I’ll get back to you.' It’s painful, but all too common. In this session, we’ll show you how to move beyond the 'amateur slideshow' approach and transform your sales presentations into engaging, high-impact conversations. Learn how to read the room, captivate your audience, and present your solutions in a way that keeps prospects hooked. By the end, you’ll be ready to close the deal straight from the stage!
CorKat presents: Casino Night! Join us for roulette, blackjack, poker, and craps. Dinner will be in the lobby until casino night is prepped to play, then we'll be moving what remains, outside.
Day Zero
Academy Experiences
Arriving early? Get even more from your Academy experience before the first session begins.
DAY ZERO WORKSHOP
Microsoft Copilot for MSPs Workshop
A hands-on workshop for MSP owners covering how to deploy, package, price, position, support, and monetize Microsoft Copilot as a recurring service before Academy even begins.
October 6 | 1:00–5:00 PM PT
Explore Day Zero Workshop
OPEN MSP EXPERIENCE
Open MSP Experience
One of the biggest advantages of Academy is spending time inside a real MSP. Meet the team. Explore the departments. Observe how CharTec operates. Experience the business before Academy officially begins.
October 6 | 8:00 AM–5:00 PM PT
Explore the Experience
OPERATIONs LEADERSHIP SUMMIT
Bring Your Toughest Operational Challenges.
Work through real service and operations issues in a small-group setting built for practical problem-solving.
The Operations Leadership Summit is limited to a small group of MSP service and operations leaders who want to go beyond surface-level discussion.
Work through real challenges involving service delivery, service management, dispatch, documentation, accountability, workflow design, performance compensation, team leadership, and operational systems.
This is not a lecture or PowerPoint session. You’ll collaborate with CharTec facilitators and other MSP leaders, compare what is working inside each business, and leave with practical solutions you can apply inside your own MSP. All while you're there.
Small-group facilitation
Limited attendance creates more time for direct feedback, deeper discussion, and focused problem-solving.
Work on your real business, live
Bring your actual service delivery, dispatch, staffing, compensation, workflow, or management challenges into the room.
Feedback from MSP operators and peers.
Get practical input from CharTec facilitators and other MSP leaders who have faced similar operational issues.
This Agenda Is Built Around Action.
Every session is designed to leave you with something you can implement immediately.
Not just ideas, but a plan.
01
01 · Learn
Every session ties back to the CharTec MSP Framework so you leave knowing exactly where each idea fits in your business.
02
02 · See
Worksheets, templates, and structured takeaways mean you walk out with next steps, not just notes.
03
03 · Ask
Two concurrent rooms let you follow the threads most relevant to your role at every point in the agenda.
04
04 · Build
Turn every takeaway into a concrete plan you can start executing the moment you get back to your business.
Meet the Speakers
Learn from MSP operators, trainers, partners, and business leaders who understand what MSP owners are trying to build.
Alex Rogers
CEO and Founder of CharTec and ARRC Technology
Nick Points
VP Of CharTec and ARRC Technology
Brandi Rogers
Marketing Director
Eric Crane
Video Content Manager
Roger Lawrence
Director of Technology
Tony Bela
CFO of CharTec and ARRC Technology
Josh Gossett
Sales Coach and CEO of CoreTech LLC
Daniel Martin
Technical Operations Leader
Ready to Experience Academy?
Academy isn't just a conference. It's two days inside a real, operating MSP, built around a framework you can put to work the moment you get home. The only question left is which room you'll start in.
Register for CharTec Academy
Choose the registration option that best fits your organization.
INCLUDED WITH MEMBERSHIP
Member Registration
Already a CharTec Member? Your Academy registration is included with your membership. Reserve your seat below.
Register as a Member
PUBLIC REGISTRATION
New MSP Registration
Attending Academy for the first time? Complete your paid registration below and secure your seat.
Register for Academy
Not sure which option applies to you? Contact us and we'll help you choose the right registration path.
Looking for advanced operational coaching? Explore the Operations Leadership Summit during registration.
CharTec Academy — MSP training, MSP sales training, MSP marketing training, AI for MSPs, MSP operations, and MSP leadership. Built inside a real operating Managed Service Provider.
Alex Rogers
CEO, CharTec
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.
Monique Rogers
CXO and Co-Founder, CharTec
Dr. Monique Rogers is a visionary leader, lifelong learner, and passionate advocate for holistic well-being and empowerment. As the Co-Founder of ARRC Technology and CharTec, Dr. Rogers has not only built transformative businesses but has also embodied the power of purpose, resilience, and intention in every aspect of her journey.
Her academic foundation is rooted in a Bachelor's degree in Communications with a focus on Business Administration and Marketing from CSUB, a Master’s in Industrial and Organizational Psychology from Walden University, and a Doctorate of Education from USC, where her groundbreaking dissertation, "Negotiation Strategies for Women Impacting the Gender Earnings Gap at Midlife," highlights her commitment to creating equitable pathways for women. She has further honed her wisdom through the Harvard University Program on Negotiation and is currently pursuing a Master's in Law at USC Gould School of Law, embracing continuous growth as a way of life.
Dr. Rogers' professional journey began with a bold vision: transforming a two-person technology repair start-up into ARRC Enterprises, Inc., a thriving managed technology services company and five-time INC 5000 honoree. Alongside its sister company, CharTec, which empowers and educates technology leaders globally, ARRC continues to be a pillar of innovation and service in Kern County after 32 years.
Beyond her professional accomplishments, Dr. Rogers embraces her role as a mother, nurturing two grown young adults, and the loving caretaker of her two rescue dogs. Her spirit of service extends into her personal life, where she finds balance and inner peace through teaching yoga. Grounded in mindfulness, movement, and intention, she inspires others to cultivate harmony in their personal and professional lives.
A recipient of the prestigious CSUB Hall of Fame Alumni Award, Dr. Rogers exemplifies that true success is about aligning ambition with authenticity, heart, and purpose. Her life's work is a testament to the transformative power of perseverance, compassion, and service. Whether she is leading innovative businesses, empowering women, or guiding others toward inner peace through yoga, Dr. Rogers is a radiant force for positive change, reminding us all that wholeness, happiness, and growth begin from within.
Nick Points
VP, CharTec
Working at CharTec, I am able to combine my experience in Sales Leadership and my passion for Sales to help transform MSP Sales People into Sales Professionals.
I enjoy the opportunity to work with MSP Business Owners and Sales people from all over the world and help them turn the corners in their businesses and reach revenue goals never thought possible.
Specialties Include Public Speaking, Sales Training, Coaching and Accountability, Process Improvement, and Client Management.
Brandi Rogers
Premium Marketing Director, CharTec
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. In both positions, Brandi demonstrated her ability to lead and motivate others to achieve.
results. Not only is she an expert in marketing and sales, but she is also a passionate animal lover. In 2017, she founded Mutts and Runts Rescue, a non-profit organization dedicated to saving stray dogs in Kern County by raising funds to provide medical care. With her vast experience in sales, marketing, and management, Brandi is uniquely qualified to lead CharTec's marketing efforts. Under her guidance, the company has flourished, and she has helped countless MSPs to grow their businesses. Brandi is a true asset to the CharTec team and an inspiration to all who know her.
Dan Martin
Chief Evangelist, CharTec
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.
Professional Journey:
Vice President and Owner - Connections for Business (Retired)
Dan Martin's illustrious career began at Connections for Business, a prominent MSP in South Florida since 1976. As Vice President, he played a pivotal role in shaping the company's success. His visionary leadership ensured clients received cutting-edge, proactive managed service solutions, setting the gold standard for efficiency and reliability.
President of ConnectSMART
Later in his journey, Dan assumed the role of President at ConnectSMART, where he harnessed his deep MSP experience to drive the company forward. His strategic prowess and unwavering commitment to innovation have propelled ConnectSMART to the forefront of the industry. Under his leadership, the company consistently led the market with groundbreaking product roadmaps and real-time visibility solutions for service providers worldwide.
Chief Evangelist - Resplendent Data
Currently, as the Chief Evangelist of Resplendent Data, Dan remains at the forefront of technology. Leveraging his wealth of knowledge and experience, he drives innovation in data visualization and dashboard platforms. His visionary insights continue to shape the industry's future.
Thought Leadership and Industry Impact:
Dan Martin is not just a seasoned expert but also a trusted advisor to many in the IT sector. His extensive knowledge and insights make him a sought-after speaker at national IT conferences. His contributions to the MSP field have set new standards and inspired countless professionals to reach new heights in their careers.
Dan Martin's enduring commitment to excellence, innovation, and the MSP industry makes him a true luminary in the field. His legacy is one of visionary leadership, pushing the boundaries of what is possible, and inspiring others to do the same.
