• Aug 2 PRE-DAY

  
  

• Aug 3

  
  

• Aug 4

  
  

• Aug 5

  
  

8:00 AM - 9:00 AM Breakfast
9:00 AM - 10:30 AM Mastermind Peer Group | Morning Session
10:30 AM - 11:00 AM Break
11:00 AM - 12:30 PM Mastermind Peer Group | Mid-Morning Session
12:30 PM - 1:30 PM Lunch
1:30 PM - 3:00 PM Mastermind Peer Group | Afternoon Session
3:00 PM - 3:30 PM Break
3:30 PM - 5:00 PM Mastermind Peer Group | Late Afternoon Session
6:30 PM - 8:30 PM Partner Dinner Off-site at Kaila Residence

8:00 AM - 9:00 AM Breakfast
9:00 - 9:05 AM Conference Open
9:05 AM - 9:50 AM Kam's Keynote
9:55 AM - 10:40 AM Sunny's Keynote
10:45 AM - 11:05 AM Halo Corporate Sponsor Keynote
11:10 AM - 12:10 PM Lunch
12:15 PM - 1:15 PM Keynote Speaker
1:20 PM - 1:50 PM Mainstage Panel #1
1:55 PM - 2:25 PM Mainstage Panel #2
2:25 PM - 3:00 PM Afternoon Break
3:00 PM – 3:40 PM Breakout Session 1
AI & FUTURE
From Experimentation to Strategy: Building an AI Roadmap for Your MSP
LEADERSHIP
From Technician to CEO: The Mindset Shift Every MSP Owner Has to Make
OPERATIONS
PSA in the AI Era: Turning Your Service Data Into Operational Intelligence
GROWTH & SALES
Pricing for Profitability: Getting Away from Per-Device and Per-User Traps
3:50 PM – 4:30 PM Breakout Session 2
AI & FUTURE
Using AI to Automate Tier 1 Tickets and Reduce Alert Fatigue
LEADERSHIP
Building a Leadership Team When You're Used to Doing Everything Yourself
OPERATIONS
RMM Strategy: Selecting, Optimizing, and Future-Proofing Your Remote Management Platform
GROWTH & SALES
MRR Growth: The Metrics That Predict Whether You're Building Value or Just Revenue
4:40 PM – 5:20 PM Breakout Session 3
AI & FUTURE
The AI Threat Landscape: What Your Clients Are Now Facing That Didn't Exist Two Years Ago
LEADERSHIP
Delegation Without Abdication: How to Let Go Without Losing Control
OPERATIONS
Margin Visibility: How to Know for Real Whether Each Client Is Profitable
GROWTH & SALES
Churn Prevention: Identifying At-Risk Clients Before They Call Your Competitor
5:30 PM – 8:30 PM Pub Crawl Explore NYC with your peers

8:00 AM – 9:00 AM Breakfast
9:00 AM – 9:40 AM Breakout Session 4
AI & FUTURE
AI Governance & Compliance: What MSPs Need to Have in Place Before a Client Asks
LEADERSHIP
Strategic Planning for MSP Owners: Setting a 3-Year Vision Without Losing This Quarter
OPERATIONS
Staffing in a Tight Market: Hiring, Retaining, and Developing Technicians
GROWTH & SALES
Selling to the C-Suite: Having Business Conversations Instead of Tech Conversations
9:50 AM – 10:30 AM Breakout Session 5
AI & FUTURE
Will AI Make MSPs Obsolete? An Honest Assessment
LEADERSHIP
Managing Burnout: Yours and Your Team’s
OPERATIONS
Building a Tiered Service Delivery Model That Scales Without You in the Middle
GROWTH & SALES
Building a Security Practice from Scratch: Where MSPs Actually Start
10:30 AM – 11:00 AM Morning Break
11:00 AM – 11:40 AM Breakout Session 6
AI & FUTURE
AI and Margin: Where Automation Actually Improves Your Bottom Line
LEADERSHIP
Difficult Conversations: Handling Staff Issues, Client Escalations, and Vendor Disputes
OPERATIONS
Scaling Your Team Without Breaking Your Margins: Onsite, Nearshore, and Offshore Models
GROWTH & SALES
Selling Security: Moving Clients from Reactive to Proactive Without Losing the Relationship
11:50 AM – 12:30 PM Breakout Session 7
AI & FUTURE
Vetting AI Vendors: What to Demand Before You Add Another Tool to Your Stack
LEADERSHIP
Building a Culture That Attracts and Retains Great People
OPERATIONS
Vendor Consolidation: Rationalizing Relationships Without Losing Leverage or Rebates
GROWTH & SALES
Helping Clients Qualify for Cyber Insurance and Making It a Differentiator
12:30 PM – 1:30 PM Lunch
1:30 PM – 2:10 PM Breakout Session 8
AI & FUTURE
The QBR That Clients Value: Using AI to Deepen Relationships and Deliver in Under an Hour
LEADERSHIP
Financial Literacy for the Technical MSP Owner: Reading Your Numbers Like a CEO
OPERATIONS
Client Onboarding Without Burning Out Your Team
GROWTH & SALES
AEO: Getting Your MSP Found in AI-Generated Search Results
2:20 PM – 3:00 PM Breakout Session 9
AI & FUTURE
Security Around AI Implementations: Protecting Your MSP and Your Clients
LEADERSHIP
Leading Through AI Disruption: How to Communicate Change to Your Team and Your Clients
OPERATIONS
Build a NOC or Buy One: The Real Tradeoffs at Different Revenue Levels
GROWTH & SALES
The PE Playbook: What Private Equity Is Actually Looking for in MSP Acquisitions
3:00 PM – 3:30 PM Afternoon Break
3:30 PM – 4:10 PM Breakout Session 10
AI & FUTURE
AI Tools & Use Cases: A Practical Landscape for MSP Operators
LEADERSHIP
Building an Advisory Board That Actually Helps You Grow
OPERATIONS
The KPIs That Actually Tell You If Your MSP Is Healthy (And the Ones That Lie to You)
GROWTH & SALES
Buying Another MSP: Due Diligence, Integration Realities, and What Goes Wrong
4:20 PM – 5:00 PM Breakout Session 11
AI & FUTURE
AI Agents & Agentic Workflows: Designing Multi-Step Automation for Your MSP
LEADERSHIP
The Leadership Legacy: Building a Business That Runs Without You
OPERATIONS
Microsoft Copilot and MDF Funds: What MSPs Are Leaving on the Table
GROWTH & SALES
Selling Your MSP: What Owners Getting Ready to Exit Wish They'd Known Sooner
5:00 PM – 6:30 PM Pub Crawl Explore NYC with your peers
6:30 PM – 8:30 PM Hosted Dinners Small-group dinners across the city

8:00 AM – 9:00 AM Breakfast
9:00 AM – 9:05 AM Welcome to the AI Accelerator
9:05 AM – 9:50 AM Mainstage Keynote
10:00 AM – 10:30 AM Mainstage AI Panel
10:30 AM – 12:00 PM AI Accelerator | Morning Session Hands-on workshop
12:00 PM – 1:00 PM Lunch
1:00 PM – 2:30 PM AI Accelerator | Afternoon Session Hands-on workshop
2:30 PM – 3:00 PM Afternoon Break
3:00 PM – 4:00 PM AI Accelerator | Late Afternoon Session Hands-on workshop
4:10 PM – 4:40 PM ITBD Partner Awards
4:40 PM – 5:00 PM Recap, Sponsors & Conference Close BIT Tools, Templates, Videos & next year's registration
7:00 PM – 9:00 PM Great Gatsby Party at the New York Stock Exchange First 300 registrants only