Day 1 - February 18, 2026
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9:30 AM
marketingLocation: ARRC Training Room
Locking Down Your Marketing Plan
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Emalee Sugano
Senior Director of Marketing,
Local Marketers
Read Description
Most MSPs aren’t short on ideas, they’re unclear on how to prioritize them, focus, and really move the needle. In this session, you’ll identify the gaps holding your business back, hone in on what matters most for the quarter and year ahead, and leave with a proven process on how to create practical, ready-to-implement blueprint.
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10:45 AM
operationsLocation: CharTec Main Training Room
Metrics that Matter
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Most MSPs are tracking numbers. Very few are tracking the right numbers. In this session, we’ll break down the difference between vanity metrics and leadership metrics and help you determine exactly which KPIs should drive management decisions, motivate your team, and ensure the right work is actually getting done. You’ll learn how to identify the core operational metrics that truly impact profitability and client satisfaction, separate activity tracking from outcome accountability, use metrics to coach performance, align KPIs with roles, and build scorecards that create clarity instead of confusion. When your team knows what matters, and you measure it consistently, performance improves, culture strengthens, and execution becomes predictable. Stop drowning in data. Start leading with numbers that move the business.
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1:55 PM
operationsLocation: ARRC Training Room
Crafting a Performance Compensation Plan that Actually Works
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Compensation is one of the trickiest levers in running an MSP. Get it wrong, and you end up with frustrated techs, inconsistent service delivery, and runaway labor costs. Get it right, and you’ll align your team’s performance with the outcomes that matter most—profitability, customer satisfaction, and retention. In this session, we’ll cut through the noise and show you how to design a performance-based compensation plan that motivates without breaking the bank. You’ll learn how to tie compensation to the right KPIs, common pitfalls MSPs fall into (and how to avoid them), simple structures you can implement immediately, and how to balance accountability with sustainability so your comp plan scales as you grow. You'll leave with a framework you can bring back to your MSP to drive performance, boost retention, and stop compensation from being a constant headache.
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Day 2 - February 19, 2026
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1:00 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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Day 3 -
No sessions found for
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!
Eric Crane
Video Content Director, CharTec
After working in Hollywood, Independent Films, and as a Script Doctor, Eric entered the marketing industry in 2019 and immediately became the most sought-after AD producer in his region; becoming an expert in all form of video & digital marketing, even producing a Superbowl Commercial. Now as CharTec’s Video Content & Platform Director, Eric has been mastering the art of industry-specific marketing for Managed Service Providers. Understanding that it is here to stay, Eric began studying all things AI, integrating it into all of his work, and developing ways to utilize AI in all things MSP.
Giovanni Sanguilly
CEO & Founder, GlassHive
Giovanni Sanguily is the founder of GlassHive, a platform dedicated to enhancing marketing and sales for Managed Service Providers (MSPs). With over two decades in the IT channel, Giovanni has led initiatives that focus on operational efficiency and business growth.
His journey from aspiring comic book artist to tech entrepreneur underscores his belief in the power of storytelling and creativity in business. Through his video series, "The Turn," Giovanni shares insights on overcoming business bottlenecks and the importance of differentiation in the marketplace
Bill Black
CEO, FocusPlanit
Bill Black and his team of expert consultants specialize in turning ConnectWise—a powerful but complex platform—into a streamlined, efficient tool that supports and enhances MSP processes. As someone who has owned and sold seven successful businesses, including a thriving MSP that he grew organically and sold in 2012, Bill knows firsthand the challenges MSPs face. Since then, he has dedicated his expertise to helping other MSPs optimize their ConnectWise setups, ensuring the software works for them, not the other way around.
With FocusPlanit, Bill and his team have helped hundreds of MSPs harness the full potential of ConnectWise to drive efficiency, growth, and profitability. When he’s not transforming businesses, Bill enjoys a good cigar and quality time with family and friends.
Leonard DiMiceli
Channel Chief, RYTHMz
Leonard is a seasoned IT sales executive with over 20 years of experience driving growth for software and cybersecurity providers across global markets. Recognized on MSP Mentor’s Top 250 Channel Executives and SMB Nation’s Top 150 Influential Channel Chiefs lists, he has built a reputation for generating seven-figure revenues by forging strategic partnerships with Fortune 500 companies and leading international sales initiatives.
Currently overseeing a team of 14 and managing 450+ channel reseller accounts across the Americas, Leonard specializes in go-to-market strategy, customer acquisition, and brand storytelling. A frequent industry speaker and trusted advisor, he is known for elevating sales operations and expanding market presence in small business, mid-market, and enterprise sectors.
Rebecca Robbins
Cloud Sales Manager, D&H Distributing
Bio coming soon...
Andrew Zehnder
AI Implementation Specialist, Breach Secure Now
Bio coming soon...
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
Alex Rogers
CEO and Co-Founder, CharTec & ARRC Technology
