CHAR
TEC
ACADEMY
Academy Agenda
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Academy Agenda
Two Days Inside a Real MSP.
See how Academy is structured across two concurrent learning rooms designed to help you build a stronger MSP.
Academy is one connected experience built around the CharTec MSP Framework.
Throughout both days you'll choose the sessions most relevant to your role while experiencing how every department contributes to a successful MSP.
Two Rooms. Two Paths. One Complete Academy Experience.
Every session block offers two concurrent learning rooms. Choose the room that best fits your role, current challenges, and business goals. Whether you're focused on growing revenue or strengthening leadership and execution, you'll build a personalized Academy experience while remaining part of one connected event.
ROOM A
Growth & Revenue
Built for MSP owners and sales leaders focused on pipeline, marketing, pricing, and closing more recurring revenue. This room follows the sales and marketing threads of the CharTec MSP Framework.
ROOM B
Leadership & Execution
Built for MSP owners and operators focused on team structure, accountability, delivery, and the internal systems that let a growing MSP run without chaos. This room follows the leadership and operations threads of the CharTec MSP Framework.
Sales and marketing stay aligned because they support the same growth engine, while leadership and execution stay aligned because they support the same operating system. You'll move fluidly between the two as your role and priorities require.
Day One
Continue Building Your MSP Framework
Move between Growth & Revenue and Leadership & Execution sessions throughout the day while experiencing how every department contributes to a successful MSP.
Session details coming soon.
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Optional Pre-Academy Experiences
Arriving early? Get even more from your Academy experience before the first session begins.
DAY ZERO WORKSHOP
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Microsoft Copilot for MSPs Workshop
A hands-on workshop for MSP owners covering how to deploy, package, price, position, support, and monetize Microsoft Copilot as a recurring service — before Academy even begins.
OPEN MSP EXPERIENCE
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Open MSP Experience
One of the biggest advantages of Academy is spending time inside a real MSP. Meet the team. Explore the departments. Observe how CharTec operates. Ask questions. Experience the business before Academy officially begins.
Explore the Experience
Explore Day Zero Workshop
OPERATIONS LAB — PREMIUM
Want to Go Even Deeper?
Looking for even more hands-on operational guidance during Academy?
The Operations Lab is a premium, hands-on add-on for MSP owners who want more than sessions — they want implementation. During Academy, a smaller group works directly with CharTec facilitators through their own pricing, org structure, or systems, walking away with a finished plan instead of just new ideas.
Small-group facilitation
Intimate, focused sessions where every owner gets real airtime and attention.
Work on your real business, live
Tackle your own pricing, org structure, and systems — not hypotheticals.
Direct access to CharTec operators
Facilitators in the room who've built and scaled a real MSP.
This Agenda Is Built Around Action.
Every session is designed to leave you with something you can implement immediately — not just ideas, but a plan.
01
01 · Learn
Every session ties back to the CharTec MSP Framework so you leave knowing exactly where each idea fits in your business.
02
02 · See
Worksheets, templates, and structured takeaways mean you walk out with next steps, not just notes.
03
03 · Ask
Two concurrent rooms let you follow the threads most relevant to your role at every point in the agenda.
04
04 · Build
Turn every takeaway into a concrete plan you can start executing the moment you get back to your business.
Meet the Speakers
Learn from MSP operators, trainers, partners, and business leaders who understand what MSP owners are trying to build.
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Alex Rogers
MSP Owner & Operator
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Nick Points
Sales & Growth Strategist
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Brandi Rogers
Operations & Leadership
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D&H Speaker
Partner, D&H
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Roger Lawrence
MSP Business Coach
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Tony Bela
Marketing Strategist
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Josh Gossett
Client Success Leader
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Daniel Martin
Technical Operations Leader
Arrive Early for Day Zero
Microsoft Copilot for MSPs Workshop
Day Zero Workshop Before Academy
Before Academy begins, MSP owners can attend the Day Zero Microsoft Copilot for MSPs Workshop. This hands-on workshop helps you deploy, package, price, position, support, and monetize Microsoft Copilot as a recurring MSP service before stepping into the full Academy experience.
Explore Day Zero Workshop
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Ready to Experience Academy?
Academy isn't just a conference. It's two days inside a real, operating MSP, built around a framework you can put to work the moment you get home. The only question left is which room you'll start in.
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CharTec Academy — MSP training, MSP sales training, MSP marketing training, AI for MSPs, MSP operations, and MSP leadership. Built inside a real operating Managed Service Provider.
Alex Rogers
CEO, CharTec
Alex Rogers is the founder and CEO of CharTec, the channel’s leading provider of total business consulting and training in sales, operations, marketing, finance/accounting and HR. Rogers has successfully helped to transform over 1,200 MSPs and IT Service providers across the globe since launching the company in 2009. A revolutionary thinker and Master IT sales expert, Alex consistently fills seats at any event for his stirring trainings on sales strategies and tactics that completely turn around close ratios and build multi-million dollar businesses.
Before CharTec, Alex saw what the channel was missing: someone that could teach people how to really sell managed services. Using his experience as CEO of multi-million dollar MSP, ARRC Technology, the award-winning practice he founded in 1992 with a $300 investment, he developed CharTec to assist IT service providers with providing and selling equipment under the HaaS model. Since then, CharTec has grown to be the largest MSP training facility in North America focusing on sales, marketing, operations, and culture. Alex has been recognized in the industry as a three time CRN Channel Chief, the Best Breakout at IT Nation, and Bull’s Eye’s Innovator of the Year.
A rapidly growing and acclaimed solution provider in the channel, CharTec is continually recognized for its innovation and has achieved numerous accomplishments since its inception such as two Best Channel Program awards at IT Nation, Best Revenue Generator at IT Nation, Best in Show at IT Nation, Inc. 500/5000 Fastest Growing Private Companies in America, MSPMentor Top 100 MSPs in North America, Bull’s Eye’s Master MSP, Best Channel Program by ASCII, a Best Channel Vendor and “Best Channel Product” by Business Solutions Magazine.
A father of two and avid hunter and fisherman, Alex takes great pride in being a cornerstone of the local business community while providing valuable employment and growth opportunities in a region stricken with double-digit unemployment.
Monique Rogers
CXO and Co-Founder, CharTec
Dr. Monique Rogers is a visionary leader, lifelong learner, and passionate advocate for holistic well-being and empowerment. As the Co-Founder of ARRC Technology and CharTec, Dr. Rogers has not only built transformative businesses but has also embodied the power of purpose, resilience, and intention in every aspect of her journey.
Her academic foundation is rooted in a Bachelor's degree in Communications with a focus on Business Administration and Marketing from CSUB, a Master’s in Industrial and Organizational Psychology from Walden University, and a Doctorate of Education from USC, where her groundbreaking dissertation, "Negotiation Strategies for Women Impacting the Gender Earnings Gap at Midlife," highlights her commitment to creating equitable pathways for women. She has further honed her wisdom through the Harvard University Program on Negotiation and is currently pursuing a Master's in Law at USC Gould School of Law, embracing continuous growth as a way of life.
Dr. Rogers' professional journey began with a bold vision: transforming a two-person technology repair start-up into ARRC Enterprises, Inc., a thriving managed technology services company and five-time INC 5000 honoree. Alongside its sister company, CharTec, which empowers and educates technology leaders globally, ARRC continues to be a pillar of innovation and service in Kern County after 32 years.
Beyond her professional accomplishments, Dr. Rogers embraces her role as a mother, nurturing two grown young adults, and the loving caretaker of her two rescue dogs. Her spirit of service extends into her personal life, where she finds balance and inner peace through teaching yoga. Grounded in mindfulness, movement, and intention, she inspires others to cultivate harmony in their personal and professional lives.
A recipient of the prestigious CSUB Hall of Fame Alumni Award, Dr. Rogers exemplifies that true success is about aligning ambition with authenticity, heart, and purpose. Her life's work is a testament to the transformative power of perseverance, compassion, and service. Whether she is leading innovative businesses, empowering women, or guiding others toward inner peace through yoga, Dr. Rogers is a radiant force for positive change, reminding us all that wholeness, happiness, and growth begin from within.
Nick Points
VP, CharTec
Working at CharTec, I am able to combine my experience in Sales Leadership and my passion for Sales to help transform MSP Sales People into Sales Professionals.
I enjoy the opportunity to work with MSP Business Owners and Sales people from all over the world and help them turn the corners in their businesses and reach revenue goals never thought possible.
Specialties Include Public Speaking, Sales Training, Coaching and Accountability, Process Improvement, and Client Management.
Brandi Rogers
Premium Marketing Director, CharTec
Brandi Rogers is a woman of many talents. Not only is she the Marketing Director of CharTec, LLC, but she is also the creator and owner of Brandi Lenore, a professional styling company. What's more, Brandi has a proven track record of success in a variety of fields. For example, she spent 5 years as a Branch Platform Manager for the Bank of America, managing a sales team. And before that, she worked as the operations manager for Cenegenics, a high-end health services provider in Beverly Hills. In both positions, Brandi demonstrated her ability to lead and motivate others to achieve.
results. Not only is she an expert in marketing and sales, but she is also a passionate animal lover. In 2017, she founded Mutts and Runts Rescue, a non-profit organization dedicated to saving stray dogs in Kern County by raising funds to provide medical care. With her vast experience in sales, marketing, and management, Brandi is uniquely qualified to lead CharTec's marketing efforts. Under her guidance, the company has flourished, and she has helped countless MSPs to grow their businesses. Brandi is a true asset to the CharTec team and an inspiration to all who know her.
Dan Martin
Chief Evangelist, CharTec
With over 25 years of dedicated service in the Managed Service Provider (MSP) industry, Dan Martin has continually pushed the boundaries of excellence and innovation. As a dynamic leader, he has held key roles in pioneering organizations and left an indelible mark on the IT landscape.
Professional Journey:
Vice President and Owner - Connections for Business (Retired)
Dan Martin's illustrious career began at Connections for Business, a prominent MSP in South Florida since 1976. As Vice President, he played a pivotal role in shaping the company's success. His visionary leadership ensured clients received cutting-edge, proactive managed service solutions, setting the gold standard for efficiency and reliability.
President of ConnectSMART
Later in his journey, Dan assumed the role of President at ConnectSMART, where he harnessed his deep MSP experience to drive the company forward. His strategic prowess and unwavering commitment to innovation have propelled ConnectSMART to the forefront of the industry. Under his leadership, the company consistently led the market with groundbreaking product roadmaps and real-time visibility solutions for service providers worldwide.
Chief Evangelist - Resplendent Data
Currently, as the Chief Evangelist of Resplendent Data, Dan remains at the forefront of technology. Leveraging his wealth of knowledge and experience, he drives innovation in data visualization and dashboard platforms. His visionary insights continue to shape the industry's future.
Thought Leadership and Industry Impact:
Dan Martin is not just a seasoned expert but also a trusted advisor to many in the IT sector. His extensive knowledge and insights make him a sought-after speaker at national IT conferences. His contributions to the MSP field have set new standards and inspired countless professionals to reach new heights in their careers.
Dan Martin's enduring commitment to excellence, innovation, and the MSP industry makes him a true luminary in the field. His legacy is one of visionary leadership, pushing the boundaries of what is possible, and inspiring others to do the same.
