Day 1 - June 24, 2026
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7:00 AM
mealsLocation: Vendor Lobby
Registration, Facility Tours & Breakfast
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8:00 AM
welcomeLocation: CharTec Main Training Room
Academy Kickoff: What to Expect & Setting Expectations
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Alex Rogers
CEO and Co-Founder,
CharTec & ARRC Technology -
Nick Points
VP,
CharTec -
Josh Gossett
CEO,
CoreTech
Read Description
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.
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9:45 AM
marketingLocation: ARRC Training Room
Why Your MSP Marketing Isn't Creating Sales Conversations
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Emalee Sugano
Senior Director of Marketing,
Local Marketers
Read Description
Most MSPs aren’t struggling because they aren’t marketing. They’re struggling because their marketing isn’t creating enough real sales conversations. The blogs are being posted. Emails are going out. Social media is active. Some MSPs are even using AI to generate more content faster than ever before. Yet despite all the activity, many still feel stuck with inconsistent pipeline growth, slowing referrals, and prospects that never seem to move forward. In this session, we’ll break down why most MSP marketing fails to convert and what successful MSPs are doing differently. We’ll cover the messaging mistakes that make MSPs sound interchangeable, how to create curiosity that actually gets prospects to engage, and where AI can genuinely improve your marketing and sales process instead of simply creating more noise. You’ll learn: - Why most MSP marketing gets ignored - The difference between marketing activity and pipeline generation - How to create messaging that sparks conversations - Where AI helps MSPs improve marketing and sales execution - How to better align marketing and sales to drive real growth If your marketing feels busy but isn’t producing enough opportunities, this session will help you rethink the way your MSP creates demand and starts conversations.
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9:45 AM
salesLocation: CharTec Main Training Room
MSP Sales Powered by AI: From Better Discovery to Faster Closes
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Nick Points
VP,
CharTec
Read Description
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.
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11:15 AM
welcomeLocation: CharTec Main Training Room
Fast-Paced Hot Takes
Read Description
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.
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12:30 PM
mealsLocation: Back Patio
Networking Lunch & Keys to the Castle
Read Description
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.
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1:45 PM
operationsLocation: ARRC Training Room
A Day in the Life of the Modern MSP
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Dan Martin
Chief Evangelist,
CharTec
Read Description
n this session, we’ll discuss 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.
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1:45 PM
salesLocation: CharTec Main Training Room
From Prospect to Close: First Appointments
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Nick Points
VP,
CharTec
Read Description
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!”
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3:15 PM
welcomeLocation: CharTec Main Training Room
DRaaS, TCO & the New Reality of Resilience
Read Description
Customers don’t buy backup. They buy certainty. Modern recovery strategies are shifting from infrastructure-heavy disaster recovery to outcome-driven resilience focused on speed, simplicity, and business continuity. Attendees will learn how DRaaS, AI, and Total Cost of Ownership are reshaping customer expectations, and leave with practical ways to position recovery as a business outcome rather than a technology conversation.
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3:15 PM
welcomeLocation: ARRC Training Room
Mastering the Microsoft Motion: Renewals, Upsell, and Copilot with D&H
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Rob Ollikainen
Cloud Sales Specialist,
D&H Distributing
Read Description
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.
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4:00 PM
salesLocation: CharTec Main Training Room
Mastering Discovery: Uncovering the Real Pain Behind the Technology
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Nick Points
VP,
CharTec
Read Description
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!
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5:15 PM
mealsLocation: Vendor Lobby
"Casino Night", Dinner, Drinks & Networking
Read Description
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 2 - June 25, 2026
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7:00 AM
mealsLocation: Vendor Lobby
Breakfast and Networking
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8:30 AM
salesLocation: CharTec Main Training Room
Winning the Day You Present: Close on Value and Kill Objections
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Nick Points
VP,
CharTec
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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11:15 AM
welcomeLocation: CharTec Main Training Room
Cleaning Out the Closet: Making the Jump from On-Prem to Datacenter
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Timothy Yaussi
Solutions Architect,
CorKat
Read Description
Is your on-premise solution starting to feel like a messy IT closet? It might be time to clean things up and move to the cloud. In this session, we’ll explain the core differences between on-premise and cloud solutions, and dive into the challenges and opportunities that come with the switch. We’ll also give you the tools to evaluate costs, scalability, security, and efficiency so you can make an informed decision.
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11:15 AM
welcomeLocation: ARRC Training Room
Death to the Ticket: The Future of MSP Service Delivery
Read Description
Thread is leading the shift to Intelligent Service Delivery—building the platform and framework for MSPs who refuse to choose between service excellence and profitability. We provide the intelligence foundation that threads context across every interaction—so issues are understood immediately, routed intelligently, and resolved with confidence. The next decade’s winners will ditch ticket-driven support for Intelligent Service Delivery. Death to the ticket.
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12:00 PM
welcomeLocation: ARRC Training Room
The Future of Authentication: How MSPs Can Improve Security While Reducing Complexity
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Danny Obaseki
Head of Channel Development,
KZero Passwordless
Read Description
Passwords aren't disappearing overnight, but the way organizations authenticate users is changing rapidly. As cyber threats continue to target credentials, MSPs need a practical approach to strengthen security without adding complexity for technicians or end users. In this session, we'll explore the evolution of authentication, from traditional passwords to passwordless technologies, and discuss why a hybrid approach that combines password managers, biometrics, passkeys, SSO, and passwordless authentication delivers the best balance of security, usability, and operational efficiency. Learn how MSPs can reduce risk, simplify access management, and create a roadmap toward a more secure future
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12:00 PM
welcomeLocation: CharTec Main Training Room
Turning Identity Security Into Recurring Revenue
Read Description
HENNGE helps MSPs deliver stronger identity security to SMB clients without forcing costly Microsoft 365 license upgrades. HENNGE Identity adds practical access protection for environments using Microsoft 365 Business Basic, Business Standard, or E1, giving MSPs a simple way to package identity security as a recurring managed service. With accessible pricing, strong margins, reusable policies, and dedicated MSP support, HENNGE helps partners protect more clients, reduce technician burden, and build scalable identity offerings.
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12:30 PM
mealsLocation: Back Patio
Networking Lunch & Key to the Castle
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1:45 PM
operationsLocation: CharTec Main Training Room
How High-Performing MSP Service Teams Actually Use AI
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Roger Lawrence
Director of Technology,
CharTec -
Dan Martin
Chief Evangelist,
CharTec
Read Description
Most MSPs are experimenting with AI. Very few are using it in ways that actually improve operational efficiency, service delivery, team performance, and scalability. In this session, CharTec’s Director of Technology and senior engineering leadership will pull back the curtain on how AI is being practically implemented inside a real MSP service department to create smarter workflows, reduce operational bottlenecks, improve technician efficiency, and support scalable growth. This is not a theoretical discussion about AI tools or generic ChatGPT prompts. This session focuses on the real-world operational side of AI inside an MSP environment, including how AI can support service management, documentation, internal communication, technician workflows, reporting, escalation processes, client engagement, and overall technical business excellence. You’ll learn: - How AI is being used to improve service department efficiency - Ways to reduce technician overwhelm and operational chaos - How leadership can leverage AI for better visibility and team management - Practical AI workflows MSPs can implement immediately - Where AI genuinely improves scalability versus where it creates more noise - How operational excellence directly impacts profitability and client experience If you’re looking for practical ways to make your MSP more efficient, scalable, and operationally mature, this session will give you a behind-the-scenes look at how a high-performing MSP technical team is approaching AI today.
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1:45 PM
salesLocation: ARRC Training Room
Hiring Your Next Sales Superstar: What MSPs Need to Know
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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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3:15 PM
operationsLocation: ARRC Training Room
Building an MSP that Actually Scales
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Dan Martin
Chief Evangelist,
CharTec
Read Description
Many MSPs struggle with profitability not because they lack clients, but because service delivery is inconsistent, reactive, and difficult to scale efficiently. In this session, we’ll break down how successful MSPs standardize service delivery to improve efficiency, reduce operational chaos, protect margins, and create a more scalable client experience. We’ll discuss the systems, workflows, documentation standards, escalation processes, and operational habits that help MSPs move away from “hero culture” and toward repeatable, predictable service execution. You’ll also see how automation and AI can support operational consistency by improving documentation, ticket management, reporting, technician workflows, and internal visibility. You’ll learn: · Why reactive service models limit profitability and scalability · How standardization improves operational efficiency · The operational risks of relying on tribal knowledge · How to improve documentation and escalation workflows · Ways automation and AI can reduce operational friction · How service consistency improves both margins and client satisfaction If your service department feels reactive, inconsistent, or overly dependent on specific individuals, this session will help you create a more scalable and profitable operational model.
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3:15 PM
salesLocation: CharTec Main Training Room
How to Get More Revenue from Your Existing Client Base
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Nick Points
VP,
CharTec
Read Description
Most MSPs are sitting on untapped revenue opportunities inside their existing client base. The problem isn't a lack of opportunity, it's that many Technology Business Reviews focus on tickets, reports, and technical updates instead of business outcomes, future planning, and growth conversations. In this Academy session, you'll learn how to transform your Technology Business Reviews into a powerful revenue-generation tool. We'll show you how to identify expansion opportunities before clients ask, uncover business initiatives that create project work, position new services naturally within client conversations, and build a review process that consistently drives additional recurring revenue. You'll learn how to ask better questions, connect technology recommendations to business goals, present strategic roadmaps clients want to invest in, and create a follow-up process that turns conversations into signed agreements. If you're looking for a more predictable way to grow without constantly chasing new prospects, this session will show you how to generate more revenue from the clients you already have.
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4:30 PM
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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6:00 PM
mealsLocation: Vendor Lobby
Dinner, Drinks and Networking, with Live Music
Read Description
Dinner, networking, and music in the Vendor Lobby
Day 3 -
No sessions found for
Meet The Speakers
Alex Rogers
CEO and Co-Founder, CharTec & ARRC Technology


































