Agenda

• Sep 9

  
  

• Sep 10

  
  

• Sep 11

  
  

8:00 AM - 9:00 AMBreakfast
9:00 AM - 10:00 AMMainstage 1
Mainstage
Building Winning Teams: Strategies for Unlocking Potential and Achieving Excellence
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Kam Kaila
10:00 AM - 10:45 AMMainstage 2
Mainstage
Borderless Business: Strategies for Expanding Beyond Borders
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Sunny Kaila
10:45 AM - 11:00 AMBreak
11:00 AM - 11:50 AMWorking Genius Session 1
Working Genius: Individual Assessment and Model Overview
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Chris Benzinger
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Tim Cooper
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Sponsored by:

11:50 AM - 12:10 PMMainstage 3
Mainstage
Change is Good: Unveiling the Future of PSA
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Tim Barton-Wines
Sponsored by:

12:10 PM - 1:00 PMWorking Genius Session 2
Working Genius: Individual Assessment and Model Overview
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Chris Benzinger
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Tim Cooper
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Sponsored by:

1:00 PM - 2:00 PMLunch
2:00 PM - 2:50 PMWorking Genius Session 3
Working Genius: Application and Understanding of Model
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Chris Benzinger
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Tim Cooper
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Sponsored by:

2:50 PM - 3:05 PMMainstage 4
Mainstage
How and When Do You Hire a Salesperson as a Growing MSP? Let Me Show You the Way!
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Matthew K. Koenig
Sponsored by:

3:05 PM - 3:55 PMWorking Genius Session 4
Working Genius: Application and Understanding of Model
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Chris Benzinger
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Tim Cooper
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Sponsored by:

3:55 PM - 4:15 PMBreak
4:15 PM - 5:05 PMWorking Genius Session 5
Working Genius: Model Applied to Teams & Meetings
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Chris Benzinger
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Tim Cooper
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Sponsored by:

5:05 PM - 5:20 PMMainstage 5
Mainstage
Becoming a vCSO: Get More High-Margin Recurring Revenue
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Bruce McCully
Sponsored by:

5:20 PM - 6:10 PMWorking Genius Session 6
Working Genius: Model Applied to Teams and Meetings
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Chris Benzinger
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Tim Cooper
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Sponsored by:

6:10 PM - 6:15 PMWrap-Up
6:15 PM - 9:15 PMPub Crawl
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8:00 AM - 9:00 AMBreakfast
9:00 AM - 9:40 AMBreakout Session 1
Team Building
Onboarding vs. Orientation: Why Your New Hires Deserve More Than a Welcome Packet
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Kam Kaila
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Sepedeh Tofigh
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M&A
MSP Accounting Best Practices for Value & Profit
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George Sierchio
Sponsored by:

Business Growth
Actionable Strategies to Enhance Your Growth and Avoid the Pitfalls of Digital Marketing Agencies
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Conor Smith
Leadership & Strategy
Part 1 - Unleash The Power Of Unique Ability®: The Breakthrough Approach To Building Winning Teams
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Shannon Waller
Sponsored by:

Security & AI
Beyond Tomorrow: Thriving and winning even when AI threatens to leave your team replaced, displaced, and unemployed
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Bruce McCully
Sponsored by:

Life By Design
Working 9 to Thrive: Building a Culture of Health for Business Success
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Joy Awe
Sponsored by:

9:50 AM - 10:30 AMBreakout Session 2
Team Building
From Frenemies to Besties: Uniting Sales & Marketing
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Brandi Rogers
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Josh Gossett
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Sponsored by:

M&A
Maximizing MSP Growth in a Capital Efficient Manner
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Baxter Lanius
Sponsored by:

Leadership & Strategy
Part 2 - Unleash The Power Of Unique Ability®: The Breakthrough Approach To Building Winning Teams
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Shannon Waller
Sponsored by:

Business Growth
Standing Out in a Sea of MSPs: Differentiating Your Services to Overcoming Technology Stack Parity
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Kevin Lancaster
Security & AI
How To Create Successful Malware Using AI
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Rob Allen
Sponsored by:

Life By Design
Your Blood Doesn't Lie: Decoding Fatigue, Weight Gain, and Inflammation - with One Simple Test
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Regan Archibald
10:30 AM - 11:00 AMBreak
11:00 AM - 11:40 AMBreakout Session 3
Team Building
How to Hire and Effectively Compensate a Sales Team
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Matthew K. Koenig
Sponsored by:

M&A
The Emotional Roller Coaster of Transition: 10 Lessons for a Successful “Life After the Sale"
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Brent Whitfield
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Scott Scrogin
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Sponsored by:

Leadership & Strategy
Part 3 - Unleash The Power Of Unique Ability®: The Breakthrough Approach To Building Winning Teams
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Shannon Waller
Sponsored by:

Business Growth
Strategic Growth and Sales Optimization for MSPs
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Ahmed Fadili
Security & AI
Are you Ready for Your Worst Day? Interactive Workshop Optimizing Security Resilience
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Ethan Tancredi
Sponsored by:

Life By Design
The Key to Your Freedom: How “Me-Work” Helps Design a Life You Love
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Ann Sheu
11:50 AM - 12:30 PMBreakout Session 4
Team Building
Aligning AI Incentives: Getting Staff and Customers On-Board with AI Adoption
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Jimmy Hatzell
M&A
State of M&A in the Channel: Top M&A Trends for 2024
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Christian Fulmino
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Kevin Damghani
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Neil Medwed
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Tony Francisco
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Leadership & Strategy
Should They Stay or Should They Go? How and When To Make Hard People Decisions
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Peter Melby
Sponsored by:

Business Growth
From Flubs to Funds: Transforming Failure into Account Management Triumphs
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Will Nobles
Security & AI
AI Use Cases in the MSP Business to Boost Your Operation Efficiency
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Daniel Wang
Sponsored by:

Life By Design
Sleep Secrets: A Guide for Top Performers
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Param Dedhia
12:30 PM - 1:30 PMLunch
1:30 PM - 2:10 PMBreakout Session 5
Team Building
Great Leadership Teams Start with Great Senior Hires – Insights Across Three Decades of Scaling MSPs
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Sumeet Sabharwal
M&A
Minimizing Capital Gains Taxes when Selling your Company
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Jay Jung
Sponsored by:

Leadership & Strategy
Mission Possible: Building Bonds and Breaking Barriers
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Michael Fuson
Sponsored by:

Business Growth
Monetizing Your Tech Stack: Driving growth, maximizing profit, and maintaining sanity
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Michelle Accardi
Sponsored by:

Security & AI
From Risky to Resilient: Building a Data Protection Strategy
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Paul Lee
Sponsored by:

Life By Design
Your Personal Disaster Recovery Plan
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Dawn Disher
2:20 PM - 3:00 PM Breakout Session 6
Team Building
Productivity vs. Profitability – What numbers matter and how to redefine success measures
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Javid Khan
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Ketan Patel
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M&A
Anatomy of an Acquisition – a complete walkthrough of an acquisition from Letter of Intent to Post-Closing Integration/Assimilation
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Rayanne Buchianico
Leadership & Strategy
How to Lead Without Ego
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James Hwang

Luca Jacobellis
Business Growth
How to Build A Brand House
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Nadia Karatsoreos
Sponsored by:

Security & AI
Endpoint Shadow Data Affects 80% of Organizations. Are your customers included?
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Todd Thorsen
Sponsored by:

3:00 PM - 3:30 PMBreak
3:30 PM - 4:10 PM Breakout Session 7
Team Building
Building a Culture of Resiliency within Your Teams
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Dave Coles
Sponsored by:

M&A
Platform to Platform: The Next Wave of Platform Consolidation and Collaboration
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Christopher Vollmond-Carstens
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Kevin Cook
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Leadership & Strategy
How To “Cover Your Six” To Stay Out Of Court
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Alex Gertsburg
Business Growth
Mastering Lead Generation Through Events: Strategies for Enhanced ROI and Sustainable Growth
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Bill Bunnell
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Lisa A. Shorr
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Matt Solomon
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Michael Goldstein
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Security & AI
4 Ways Threat-Actors Leverage Gen-AI for Attacks and How to Guard Against Them
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Michael Posey
Sponsored by:

Life By Design
Crafting an Intentional Path as an Entrepreneurial Leader
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Sunny Kaila
4:20 PM - 5:00 PMBreakout Session 8
Team Building
Getting Sales Teaming Right: How to Find the Right People and Boost Team Performance
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Josh Gossett
M&A
Life with a PE: Good, bad or ugly?
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Glenn Mathis
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Jake Spanberger
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Jason Erickson
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Kevin Cook
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Sam Levy
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Leadership & Strategy
6 Strategies To Navigate Difficult Conversations
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Lisa A. Shorr
Business Growth
From Babies to Ballers: Transforming Recent Graduates into Sales Titans
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David Spire
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Henry Decoo
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Security & AI
Ransomware: The New High Seas Piracy
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Maggie MacAlpine
5:10 PM - 5:50 PMBreakout Session 9
Team Building
Cultivating Tomorrow’s Leaders: A Blueprint for Successful Leadership Development
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Kelsey Randhawa
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Noah Fister
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M&A
Like Death and Taxes, Leadership Transition of your business is inevitable
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Mitch Morgan
Sponsored by:

Leadership & Strategy
Customer Effort Score (CES)
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Vikram Kanitkar
Business Growth
Process to Procedure: An Operational Blueprint
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Bill Campbell
Security & AI
From Risk to Reward; An IT Service Providers’ Roadmap to Differentiating and Thriving
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Al Alper
6:30 PM - 8:30 PMTeam Meals
Team Meals
Join your assigned team for an night out of great food and great team building!

7:00 AM - 8:00 AMBreakfast
8:00 AM - 8:45 AMMainstage
Mainstage
Building Borderless Talent Strategies

Christopher Caprio

Ed Pawlowski

Joe Panettieri

William Flannery
8:50 AM - 9:30 AMMainstage
Mainstage
The MSP M.E.L.T.: Navigating Rising Costs and Ensuring Profitability
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Danny Jenkins
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Davide Di Labio
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James Hwang
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Joe Panettieri
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Mark O’Donnell
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9:30 AM - 9:40 AMNavy Seal Experience
Navy Seal Experience
Getting into the Teamsmanship Mindset
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Jovon Quarles
Sponsored by:

10:00 AM - 12:00 PMNavy Seal Experience
Navy Seal Experience
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Chris Russell
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Diego Ugalde
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Jeremy Boudreaux
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Jovon Quarles
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Sponsored by:

12:15 PM - 12:30 PMBuild IT LIVE Award Ceremony
12:30 PM - 12:35 PMSecret Announcement
12:35 PM - 12:40 PMWrap-Up
12:40 PM - 2:00 PMLunch
2:00 PM - 2:40 PMBreakout Session 1
Security & AI
AI 101: Artificial Intelligence for MSPs - AI Bootcamp for MSPs (PART 1)
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Lior Weinstein
Sponsored by:

Life By Design
Part 1 - Ready for a Peptide Party?
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Regan Archibald
Round Tables
The Four Levers that Control Service Gross Margin
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Rex Frank
2:50 PM - 3:30 PMBreakout Session 2
Security & AI
AI Audits: Conducting Effective AI Health Checks for Clients - AI Bootcamp for MSPs (PART 2)
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Lior Weinstein
Sponsored by:

Life By Design
Part 2 - Your 8 Health Accelerators Scorecard
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Regan Archibald
Round Tables
Unlocking Growth: Strategies and Solutions for Overcoming Barriers to New Logo Acquisition, Including M&A Tactics
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Ahmed Fadili
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Kevin Damghani
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3:40 PM - 4:20 PMBreakout Session 3
Security & AI
AI Strategy - Monetizing AI Services as an MSP - AI Bootcamp for MSPs (PART 3)
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Lior Weinstein
Sponsored by:

Life By Design
Part 3 - Is Your Low Energy, Mood Swings and Increased Pain the Result of Low Testosterone?
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Regan Archibald
Round Tables
Borderless Talent Strategies: Round Table Edition
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Christopher Caprio
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Ed Pawlowski
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William Flannery
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5:00 PM - 8:00 PMAnnual Partner Dinner by the Pool
IT By Design Partner Exclusive Event
Join us for our annual celebration of our partnership and friendship. We will enjoy a wonderful dinner by the pool, award our annual partner awards, play pool games, and you know it's never an IT By Design party without dancing and a killer DJ!