Sep. 30 - Oct. 2, 2025
Held at A Multi-million Dollar MSP in Bakersfield, CA
What’s holding your MSP back?
Seats are limited, grab your ticket. Next event starts in...
Days
Hours
Minutes
Seconds
CharTec Academy is the #1 training program that helps MSPs develop the sales, marketing, and operational skills needed to succeed in the competitive IT services industry. Bring your key players and get everyone on board.
5,200+
Active Members
10X
Return on Investment
30+
Years of Owning MSP
50+
Years of Experience
Let’s get you in the right room.
Tired of channel events that only talk theory while you struggle to bootstrap it all?
We’ve got a plug-and-play sales process you can begin using the same week. Plus, build your marketing funnel while you’re here with expert guidance.
Ready to break past your current growth ceiling?
We’ll give you a repeatable sales engine so you can scale with predictable growth and leadership-ready systems.
At CharTec Academy, you can customize your schedule to suit the needs of your MSP.
Benefits of Attending:
Small, intimate gathering of like-minded MSP professionals who are eager to grow and share what they’ve learned from the trenches.
Passionate educators who also still actively run their own multimillion dollar MSPs.
Curated session agenda that balances tried-and-true with cutting edge, and emphasizes application over theory.
Optional Sales and Marketing Automation workshop brought to you by GlassHive and Microsoft enables you to build a lead-generating funnel on the spot with expert guidance. Leave Academy with warm leads in the funnel.
Vetted sponsors that aren’t just here to collect business cards, but also provide you value and are invested in helping MSPs grow.
Incredible food, cocktails and unmatched hospitality.
Return to Your MSP With:
A battle-tested plug-and-play sales process
Call scripts and templates
Your GlassHive marketing funnel built and running
A notebook full of action items and a clear plan to implement
A supportive network of peers who get it
Sponsors
We created CharTec Academy to address a gap in training for Managed Service Providers (MSPs).
Two decades ago, we recognized a need in the channel for a comprehensive program that could equip MSPs with all the skills to succeed in a rapidly changing market. We believe MSPs should have access to the tools and training they need to grow, thrive, and adapt. What started as a passion project is now the #1 MSP training event in the country.
No Theory. Just Battle-Tested Results.
Choose a date that works for you:
CharTec Academy is the only training built by MSPs, for MSPs.
We’re the only sales and marketing training in the channel with over 30 years of experience running a multimillion-dollar MSP that is still owned and actively managed by CharTec’s founders and leaders. In other words, we’ve got skin in the same game as you. Everything we teach, we’ve tested and perfected within our own MSP first. As an Academy attendee, you get access to every trick in our arsenal.
$299 is your RSVP, refunded or applied to your CharTec membership at check-in.
Sales
Is your sales team burning leads and missing quotas? Do they struggle to respond to the most common objections, like "I want to think about it" or "that's way more than I'm spending now!"? Learn how to build trust so that key players share their hidden pain points with you, head off most objections before they arise, and close the deal the day you present with our proven method.
Marketing
Do you know how to speak your ideal clients’ language? Are you making efforts to reach them but you’re just not sure if your tactics are working? Learn how to keep a steady influx of leads in your pipeline, target your preferred industries, and track the right KPIs that will actually lead to dollars in your pocket. Your sales hunters and CFO will thank you.
Operations
Are your techs overwhelmed with tickets? Are you having trouble designing a bonus plan for your techs that actually incentivizes? We’ll show you how to leverage systems in a way that works for your MSP, so you can focus on what really matters: Growing your MSP and keeping your clients happy.
Finance
Is it a struggle to get your bills paid? Unsure of where to even start with a budget or how to know where you should be investing for growth? We’ll show you how to budget in a way that actually empowers your MSP rather than limits it.
HR
Ever had a new hire fall short of expectations? Tired of wasting time and money seeking, hiring and training new superstars only to have them leave for your competitors? We can show you how we leverage roadmaps, DISC assessments, and intentional culture-building to align teams with your goals.
Sales & Marketing Automation Workshop
in partnership with GlassHive and Microsoft
You’ll walk away with:
A Personal Marketing Plan + Client Solutions Roadmap
Clear follow-up paths, upsell angles, and next steps your team can act on immediately—no vague ideas, no placeholder strategies.
A Campaign That’s Live and Running by Day 3
You won’t be “learning about marketing.” You’ll launch a full campaign—emails, landing pages, follow-up journeys—all built inside GlassHive.
A List of Real Warm Leads Pulled from Your Data
By the end of the workshop, you’ll have a targeted list of real people showing interest. Ready for follow-up. Ready for results.
This is where strategy meets action. And where action meets pipeline.
This 3-day workshop is included in your Academy registration. Learn more here.
Testimonials
What Attendees Say
“CharTec has been the missing piece to our MSP business. The knowledge they provide from a successful MSP has been instrumental to growing our business. I recommend to anyone either just start out or have been running an IT business for years to join the CharTec family if you want to grow your business to success.”
Michael O.
“I went to their academy here in California not really knowing what to expect, but I have to tell you it was amazing. I Spent 3 full days with the staff at CharTec and have never learned so much relevant stuff about my business in one place. Better then any other trade show i have been to.”
Jim Watson
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
Attend The Sessions
Get ready to roll up your sleeves. Here’s how we’ll harness what works to grow your MSP:
Day 1 - September 30, 2025
No sessions found for 2025-09-30
Day 2 - October 01, 2025
-
8:00 AM
welcomeLocation: CharTec Main Training Room
Welcome Day Two
-
Nick Points
VP,
CharTec
-
Day 3 - October 02, 2025
No sessions found for 2025-10-02
It’s Time to Take Your MSP to the Next Level
Don’t keep spinning your wheels while others race ahead. Reserve your spot and discover how to transform your MSP in just three days.
Choose a date that works for you:
FAQ
If you own, manage or work for an MSP, Academy is for you. If you own, manage or work for a break-fix business, but want to break into the Managed Services model, this is for you. If you’re a well-established MSP already but are ready to take it to that next revenue bracket, this is for you. Basically, CharTec Academy is all about helping MSPs at any level improve what’s working, restructure what isn’t, and stand out from the herd. All while strengthening your circle of support and having a blast.
Yes! All you have to do is register. Reach out to membership@chartec.net if you need assistance reserving your member seats.
Preferred Seating
Exclusive After Hours Access to CharTec’s legendary hidden speakeasy
Pre- and Post-Event 1:1 Consultations with any Expert of your choice to ensure you and your team are able to implement what you’re learning and are prepared to crush your quarterly goals.
At registration, we ask for a $299 deposit to hold your reservation. This is just your RSVP. Once you check in at Academy, you can have that deposit fully refunded to you or applied to your CharTec membership. Your choice. No strings attached.
We love teaching Academy, but empty seats don’t help anyone grow. Your deposit simply tells us you’re serious about showing up—and helps cover our costs if something comes up and you can’t make it.
The best part? You get it back when you check in or apply it toward your CharTec membership. Zero risk.
Sometimes unforeseen things happen and we understand that. As long as you cancel at least 7 days prior to Academy, you can still get a refund.
Academy is live and in-person at our headquarters in Bakersfield, CA. If you’re interested in participating in any of our virtual events in the future, make sure you’re on our email list to get all the latest updates.
We do record sessions for our archive and we sometimes add the best ones to CORE, our online learning portal, for our CORE Members. If you’re not a CORE Member yet, contact membership@chartec.net to learn more.
Absolutely! You’ll have the option on the registration form to enter information for more than one person. As a matter of fact, we strongly recommend you bring your team with you!
Bakersfield has a small local airport (BFL) that is located about 20 minutes away from CharTec headquarters. Typically, you can find direct flights from Los Angeles, San Francisco, Salt Lake City, Denver, Dallas, and Phoenix. Los Angeles airport (LAX) is approximately a 2-3 hour drive to Bakersfield and Fresno airport (FAT) is about 2 hours as well. There is a shuttle that runs from LA to Bakersfield that we can recommend to you, to make the commute easier and cheaper, if you opt to fly into LAX.
If you’re roadtripping into town, these travel estimates might help you gage your time:
San Diego – 4 hours
San Francisco – 5 hours
Las Vegas – 6 hours
Phoenix – 8 hours
Alberquerque – 11 hours
Boise – 12 hours
We have partnerships with local hotels to get you our discounted rate. We recommend Homewood Suites because it is literally right across the street from CharTec—no need to hop in a car each day! But if it doesn’t suit your fancy, we’re happy to make other recommendations for you. In fact, once you’re registered, you’ll receive an attendee planning toolkit straight to your email inbox.
CharTec is located in West Bakersfield near Cal State University – Bakersfield. If you’re coming from I-5, you’ll head East on Route 58 then South on Coffee Road. Mill Rock Way is sandwiched between Ming Avenue and Camino Media.
1600 Mill Rock Way
Bakersfield, CA 93311
Email us no later than Day 1 of Academy at membership@chartec.net to ensure your registration deposit is either waived or refunded.
While there is some overlap in material (our sales method is foundational!), no two Academies are alike! We’re always adding new content and speakers to the lineup based on what’s coming up in the channel and discoveries we make. Plus, the energy and ideas attendees bring to each Academy makes every Academy unique. It just can’t be recreated!
We love hearing your input! You can let us know your thoughts using this survey or by emailing marketing@chartec.net.
Email us at marketing@chartec.net and we’ll make sure your question reaches the right person.
Yes, CharTec Academy offers a 3-day immersive MSP training program in Bakersfield, CA.
CharTec Academy is your go-to resource. It’s a 3-day in-person event for MSPs covering all of that.
Send them to CharTec Academy. It’s hands-on, immersive, and teaches real-world sales and operations.
Yes, CharTec Academy combines both sales and ops training in one 3-day workshop.
CharTec Academy is perfect for teams—sales, ops, marketing, and leadership all get trained together.
Start with CharTec Academy—it sets the foundation for scaling your MSP with structured training.
Yes, CharTec Academy is designed exclusively for MSPs looking to scale sales, marketing, and ops.
CharTec Academy brings leaders together to learn proven strategies for scaling MSP operations and sales.
CharTec Academy covers sales, marketing, operations, HR, and finance—all in one training.
Yes, CharTec Academy is a 3-day in-person, immersive experience focused on scaling MSPs.
CharTec Academy is hands-on and real-world—it’s where top MSPs send their teams.
Yes—CharTec Academy includes sales roleplay, discovery coaching, and more.
CharTec Academy gives you tools, training, and real examples to future-proof your MSP.
CharTec Academy is all substance—no fluff. You’ll leave with action plans, not just theory.
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.
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.
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.
