Day 1 - May 20, 2025
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8:00 AM
welcomeLocation: CharTec Main Training Room
Welcome: How to Make the Most Out of Academy
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Alex Rogers
CEO and Co-Founder,
CharTec & ARRC Technology
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9:35 AM
operationsLocation: ARRC Training Room
Identifying Common MSP Operational Challenges
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Do you struggle to pinpoint the key operational challenges affecting your MSP business, leading to inefficiencies and reduced profitability? You could continue operating without addressing these challenges, risking customer satisfaction, and hindering your growth potential. You will dive into the common operational challenges faced by MSPs and IT companies. Through interactive discussions and case studies, they will uncover the root causes of these challenges and understand their impact on business performance. Join us to learn how to identify and address common operational challenges effectively, empowering your team to deliver exceptional service and drive business success.
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9:35 AM
salesLocation: CharTec Main Training Room
Beyond Ordinary: How to Position Your MSP for Unmatched Value
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Alex Rogers
CEO and Co-Founder,
CharTec & ARRC Technology -
Nick Points
VP,
CharTec
Read Description
In today’s competitive landscape, it’s not enough to offer great MSP services—you need to show prospects why you’re the clear choice. But how can you stand out when we all use the same vendors and tools? The answer lies in your value proposition. This session will show you how to craft compelling value statements that connect with your client’s deepest pain points and demonstrate the results only you can deliver. Discover practical strategies to position your MSP as the obvious partner, outshine the competition, and build messaging that grabs attention and wins deals.
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10:35 AM
leadershipLocation: ARRC Training Room
The Seven Elements of Successful Negotiation
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Monique Rogers
CXO and Co-Founder,
CharTec & ARRC Technology
Read Description
Effective negotiation isn’t just about winning—it’s about solving problems, meeting mutual needs, and preserving relationships. In this comprehensive session, Dr. Monique Rogers takes a deep dive into the Seven Elements framework, equipping you with the tools to prepare for, conduct, and evaluate negotiations with confidence. Designed specifically for MSP decision-makers, this session addresses the unique challenges of securing contracts, renegotiating terms, and building client partnerships that last. You’ll learn how to uncover the true interests behind positions, navigate potential sticking points, and craft win-win solutions that strengthen trust and loyalty. With hands-on exercises and actionable takeaways, you’ll leave ready to tackle your next negotiation—from high-stakes client discussions to vendor agreements—armed with skills that drive both your business success and long-term relationships.
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10:35 AM
salesLocation: CharTec Main Training Room
The 5 Pre-Requisites Every Deal Needs to Cross the Finish Line
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Alex Rogers
CEO and Co-Founder,
CharTec & ARRC Technology -
Josh Gossett
CEO,
CoreTech
Read Description
Does your sales pipeline feel stalled and sluggish, like someone let the air out of the tires just as you were gaining speed? Are prospects hesitating to move forward, leaving you wondering why you’re not closing more deals despite offering top-tier services? In this session, we’ll break down the five key prerequisites for selling managed services effectively. Learn how to establish trust, build credibility, and guide prospects confidently through the sales process to secure the necessary wins at each stage. Get ready to reshape your pipeline, accelerate decisions, and turn hesitation into commitment—so your funnel delivers more deals at the bottom.
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2:05 PM
marketingLocation: ARRC Training Room
Best Practices for Managing a Remote Team & How MSPs Can Help
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Brandi Rogers
Premium Marketing Director,
CharTec -
Timothy Yaussi
Solutions Architect,
CorKat
Read Description
Remote work is no longer a trend—it’s the future. But while businesses are adapting, many MSPs struggle to effectively support their clients’ hybrid teams. In this session, Brandi Rogers will share real-world strategies for managing remote teams while ensuring accountability, engagement, and security. You'll learn: ✅ The biggest challenges businesses face with remote teams ✅ How MSPs can provide solutions fore their remote infrastructure ✅ How to position your MSP as a trusted advisor ✅ The role of VDX and cloud solutions ✅ Actionable steps to help clients improve productivity while reducing risk This isn’t just theory—Brandi has built and managed a remote-first business while overseeing hybrid teams. Join this session and walk away with a blueprint to help your clients navigate remote work challenges—while growing your MSP’s value in the process. Bonus: Live Demo of CorKat Cloud’s VPX Solutions & Q&A!
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2:05 PM
operationsLocation: CharTec Main Training Room
Optimizing Service Delivery Processes for MSPs
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Are your service delivery processes inefficient, resulting in delays, errors, and client dissatisfaction? You could continue with subpar service delivery processes, risking client retention and damaging your reputation in the competitive MSP market. You will explore strategies for optimizing service delivery processes within MSP operations. Through real-world examples and practical exercises, you will learn how to streamline workflows, improve response times, and enhance service quality to meet client expectations. Join us to discover proven methods for optimizing service delivery processes, enabling you to deliver superior services, retain clients, and outperform your competitors.
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3:45 PM
salesLocation: CharTec Main Training Room
From 'We're Good' to 'Let's Talk': Turning Silence into Opportunity
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Nick Points
VP,
CharTec
Read Description
Let me guess: Your prospects say they’re 'all good,' they don’t have any real issues, and they 'got a guy'—sound familiar? The real challenge lies in uncovering the hidden needs that your potential clients might not even know they have. In this session, we’ll dive deep into proven techniques for getting your prospects to open up. With effective questioning and active listening, you’ll learn how to pinpoint their true pain points, tailor your solutions to their unique needs, and position yourself as the must-have solution provider they didn’t know they were missing. Get ready to turn 'we're fine' into 'let's talk!
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5:45 PM
salesLocation: CharTec Main Training Room
Curiosity and Conversation: How to Lead Discovery for Maximum Impact
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Nick Points
VP,
CharTec
Read Description
What if your prospects felt like you understood their business better than they did? The secret isn’t in a flashy pitch—it’s in how well you uncover their hidden needs. The discovery phase is where deals are won or lost, yet too many MSPs rush through it, missing the chance to build trust and establish real urgency. In this session, we’ll dive into the art of strategic discovery—how to ask the right questions, read between the lines, and frame your solution as the only logical choice. You’ll learn how to guide the conversation with curiosity, uncover pain points your prospect hasn’t even articulated yet, and position your MSP as their ideal partner. When done right, discovery isn’t just a step in the sales process—it’s the foundation of every closed deal.
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Day 2 - May 21, 2025
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8:00 AM
welcomeLocation: CharTec Main Training Room
Welcome Day Two
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Josh Gossett
CEO,
CoreTech
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8:15 AM
salesLocation: CharTec Main Training Room
Anticipate, Address, and Close: Winning the Deal the Day You Present
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Nick Points
VP,
CharTec -
Alex Rogers
CEO and Co-Founder,
CharTec & ARRC Technology
Read Description
Do objections from potential clients feel like roadblocks in your sales process? From concerns about pricing and timing to questions about the competition, what if you could anticipate and address these objections before they even arise? In this session, we’ll equip you with proven strategies to confidently respond to common sales objections, turning challenges into opportunities. By mastering how to handle concerns about pricing, timing, and more, you'll be able to demonstrate your value more effectively and close agreements the day you present.
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11:10 AM
hrLocation: CharTec Main Training Room
Identifying Internal Culture Challenges
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Josh Gossett
CEO,
CoreTech
Read Description
Are you struggling to pinpoint the underlying issues in your MSP's internal culture that hinder effective communication? Ignoring or downplaying internal culture challenges can lead to stagnant growth and decreased employee morale. Are you prepared to continue operating in an environment where communication barriers persist? Join us in this session where we identify and address internal culture challenges within MSPs. Learn how to recognize signs of poor communication and cultural roadblocks, paving the way for a more cohesive and productive work environment.
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11:10 AM
marketingLocation: ARRC Training Room
SEO vs. AEO: How to Stop Losing Leads and Start Dominating Search Results
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Brandi Rogers
Premium Marketing Director,
CharTec
Read Description
Let’s cut the fluff—your website isn’t pulling in leads like it should, and we both know why. It’s outdated, slow, and Google’s algorithm treats it like it doesn’t exist. But here’s the real kicker: SEO alone isn’t enough anymore. If you’re not optimizing for AEO (Answer Engine Optimization)—aka, how people actually search today—you're handing leads to your competitors on a silver platter. In this session, we’ll break down: The difference between SEO and AEO (and why you need both), how Google’s obsession with instant answers and voice search is changing the game, the sneaky website mistakes tanking your rankings (yes, you have them), the exact steps to audit, fix, and optimize your site so you actually show up when potential clients search, no jargon, no fluff—just straight-up tactics to turn your website into a lead-generating powerhouse. So, are you in, or are you letting Google ghost you?
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1:10 PM
operationsLocation: ARRC Training Room
Crafting a Performance Compensation Plan that Actually Works
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Are you struggling to maintain compliance with regulatory requirements and ensure robust security measures within your MSP operations? You could neglect compliance and security considerations, risking data breaches, legal liabilities, and reputational damage to your business. You will learn how to ensure compliance and security within MSP operations. Through interactive discussions and case studies, they will explore regulatory requirements, industry standards, and best practices for safeguarding client data and mitigating security risks. Join us to gain insights into ensuring compliance and security in MSP operations, enabling you to build trust with clients, mitigate risks, and protect your business reputation.
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1:10 PM
salesLocation: CharTec Main Training Room
Bridging the Gap: Aligning Technical Expertise with Business Value
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Roger Lawrence
Director of Technology,
CharTec
Read Description
Discover how stronger collaboration between sales and technical teams can transform your MSP's client experience and drive growth. Led by our Director of Technology, this session will explore strategies for achieving technical alignment, enhancing sales effectiveness, and improving client satisfaction and retention. By the end of the presentation, you'll be equipped with actionable insights to seamlessly connect technical solutions with business value, positioning your MSP for success.
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2:50 PM
operationsLocation: CharTec Main Training Room
Maximizing Technician Productivity in MSP Operations
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Are your technicians struggling to manage workload effectively, leading to missed deadlines and dissatisfied clients? You could continue with ineffective technician management practices, risking burnout, turnover, and compromised service quality. You will explore strategies for maximizing technician productivity within MSP operations. Through hands-on exercises and role-playing scenarios, they will learn how to leverage tools, techniques, and best practices to empower technicians and drive efficiency. Join us to discover actionable strategies for maximizing technician productivity, empowering your team to deliver exceptional service while maintaining work-life balance.
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2:50 PM
salesLocation: ARRC Training Room
Stop Leaving Money on the Table: How to Leverage CORE Pricing Calculator, Crystal Ball, and Other Secret Weapons to Maximize Your Gains
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Ashley Borrelli
Regional Sales Manager,
CharTec -
Josh Gossett
CEO,
CoreTech
Read Description
Discover how to turn CharTec’s CORE portal into your secret weapon for driving revenue growth and staying ahead in the MSP market. In this demo, we’ll walk you through the essential features of CORE, our comprehensive online training and tools platform designed specifically for MSPs. From in-depth training videos and customizable marketing templates to powerful sales scripts and cutting-edge tools like the "crystal ball" and pricing calculator, CORE equips you with everything you need to close deals, optimize pricing, and streamline your sales process. Learn how to leverage these resources to stop leaving money on the table and give your business the competitive edge it deserves.
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5:30 PM
salesLocation: CharTec Main Training Room
Hiring Your Next Sales Superstar: What MSPs Need to Know
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Alex Rogers
CEO and Co-Founder,
CharTec & ARRC Technology -
Josh Gossett
CEO,
CoreTech
Read Description
Finding a top-performing sales hunter for your MSP can feel like searching for a needle in a haystack. In this insightful session, Josh Gossett breaks down what it really takes to identify, hire, and retain the right person for your sales team. Using the proven DISC assessment tool, Josh reveals the key personality traits and behaviors that align with success in sales, and how to recognize them during the hiring process. But hiring is just the beginning—Josh also shares tips for setting up your new sales professional for long-term success in the MSP space. If you’ve been frustrated by hiring mismatches or inconsistent sales performance, this session will help you streamline your hiring process and build a high-impact sales team that drives results.
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Day 3 - May 22, 2025
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8:30 AM
welcomeLocation: CharTec Main Training Room
Welcome Day Three
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Nick Points
VP,
CharTec
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9:00 AM
marketingLocation: CharTec Main Training Room
Dominate Your Vertical: Industry-Specific Campaigns in 2025
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Brandi Rogers
Premium Marketing Director,
CharTec
Read Description
Tired of generic marketing that doesn’t convert? This session shows MSPs how to dominate niche markets by building targeted, industry-specific campaigns. Learn to leverage AI for research, tailor messaging to resonate with prospects, and address unique industry pain points. So, are you truly connecting with your prospects—or just blending into the noise? Walk away with actionable strategies to position your MSP as an industry expert and win high-value clients in 2025.
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9:00 AM
operationsLocation: ARRC Training Room
Driving Business Growth through Strategic MSP Operations
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Are you struggling to scale your MSP business and achieve sustainable growth in the competitive market? You could continue with ad hoc approaches to business growth, risking stagnation, missed opportunities, and competitive disadvantage. You will learn how to drive business growth through strategic MSP operations. Through case studies and strategic planning exercises, they will explore effective strategies for scaling operations, expanding service offerings, and maximizing profitability in the competitive MSP market. Join us to discover strategic approaches for driving business growth through optimized MSP operations, empowering you to expand your client base, increase revenue, and achieve long-term success in the MSP industry.
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10:00 AM
marketingLocation: CharTec Main Training Room
Bridging the Divide: Aligning Sales and Marketing for Ultimate Growth
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Brandi Rogers
Premium Marketing Director,
CharTec -
Josh Gossett
CEO,
CoreTech
Read Description
Is your sales team blaming marketing for weak leads, while marketing accuses sales of dropping the ball? This session dives into one of the biggest challenges MSPs face: bridging the gap between two departments that should be working hand in hand. Discover how to turn finger-pointing into high-fives by aligning strategies, sharing goals, and creating a seamless handoff process that converts prospects into loyal clients. Are you ready to unite your teams and unleash your business's full growth potential?
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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.
Roger Lawrence
Director of Technology, CharTec
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
Tony Bela
CFO, CharTec
Biography coming soon...
Josh Gossett
CEO, CoreTech
I consider myself a very eclectic driven individual. I am an entrepreneur at heart and am addicted to self-improvement. I enjoy creating my own objectives and path in life rather that be within my company or with my family. I live by the philosophy to always strive to be the best version of yourself. I love people and therefore I love the service industry. Success in life and in business is what I look for in every day!
Timothy Yaussi
Solutions Architect, CorKat
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.
Steve Copeland
Founder & CEO, RYTHMz
Steve Copeland is the CEO of RYTHMz Network, where he leads the company in pioneering 5G network solutions with a focus on secure and reliable connectivity. Under his leadership, RYTHMz has developed strategic partnerships and harnessed the power of satellite communications and 5G technology to optimize client operations. In his concurrent role at NEFT Vodka, Steve has been instrumental in improving IT infrastructure and enhancing customer relationship management, boosting the company's competitive advantage. His leadership style is marked by a commitment to innovation, agility, and a deep understanding of client needs. Steve was recognized as one of the Top 150 SMB Consultants by SMB Nation Magazine in 2012 and received a Channel Choice Award for consulting from Looks Cloudy Magazine in 2013.
Doug Kreitzberg
Founder & CEO, SeedPod Cyber
As CEO of USI Affinity and Programs (2004-2018), Doug led affinity business development, marketing and program businesses, including professional liability, commercial property & casualty, personal lines and life and disability programs.
In 2018, Doug founded a cybersecurity and data privacy risk consulting firm. It was through his consulting practice that he learned the value that Managed Service Providers bring to small and medium sized businesses. That insight formed the basis for SeedPod Cyber, a cyber insurance managing general agency Kreitzberg founded in 2021 which partners with Managed Service Providers to provide cyber insurance to their clients.
Todd Billiar
Director, Strategic Partnerships
Todd Billiar has over 25 years of dedicated experience in the field of technology consulting and service, as a technical specialist, a manager, and a vendor. He brings years of experience in the channel, having worked for large and small VARs, MSPs, and multiple IT channel-focused vendors.
Ashley Borrelli
Regional Sales Manager, CharTec
Experienced Regional Sales Manager with a demonstrated history of working in the Information Technology and Managed Services industry. Skilled in Sales, Team Building, Account Management, Networking, and Marketing. Strong Sales professional with a Associate of Science (AS) focused in Psychology from Bakersfield College.
Meet The Speakers
"Those who can't do, teach" is a fallacy. Our experts have been doing both for 30+ years.
Alex Rogers
CEO and Co-Founder, CharTec & ARRC Technology
Janelle Schrader
Co-Owner, ECOSource Printers
Nathan Svec
VP of Strategic Partnerships, rewst
Jim D’Espinosa
Sr. Director, Strategic Sales & Alliances in Sales, rewst
Ashley Esau
Director of Operations, Live Virtual Help Desk
Glen Buhler
CEO , Live Virtual Help Desk
Andrew Zehnder
AI Implementation Specialist, Breach Secure Now
Chris Szarlacki
Territory Manager for Northern California, SonicWall
