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Agenda

  • 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

    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 How Service Leaders Are Automating the Customer Experience

    At a time when automation and AI are reshaping how teams deliver value, in 2026 it’s no longer enough to talk about efficiency gains. You have to build it into every part of your service delivery stack. Join Tim Barton-Wines as he shares the observed trends of how the top 100 Halo customers are leveraging our unified service platform to automate workflows, eliminate manual toil, and create standout customer experiences. Tim’s years of experience of now working personally with 3,000+ Teams will help you rethink service delivery for growth, efficiency, and differentiation. The presentation goes beyond theory with practical examples, clear patterns from high-performing service teams, and a view of what modern service automation truly looks like in action.

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    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
    Security Around AI Implementations: Protecting Your MSP and Your Clients
  • LEADERSHIP
    Where Risk Actually Shows Up: Leading at the Intersection of People, Process, and Technology
  • OPERATIONS
    Staffing in a Tight Market: Hiring, Retaining, and Developing Technicians
  • 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
    From Experimentation to Strategy: Building an AI Roadmap for Your MSP
  • LEADERSHIP
    Building a Leadership Team When You're Used to Doing Everything Yourself
  • OPERATIONS
    Client Onboarding Without Burning Out Your Team
  • 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

    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
    For MSP founders, owners, and executives drowning in data but starving for insights
  • OPERATIONS
    RMM Strategy: Selecting, Optimizing, and Future-Proofing Your Remote Management Platform
  • GROWTH & SALES
    Cybersecurity in the AI Era: Redefining Your Value Proposition
    • 9:50 AM – 10:30 AM Breakout Session 5
  • AI & FUTURE
    AI and Margin: Where Automation Actually Improves Your Bottom Line
  • 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
    Building the Agentic MSP: The Security Integration Layer for Digital Employees
  • 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
    Build a NOC or Buy One: The Real Tradeoffs at Different Revenue Levels
  • GROWTH & SALES
    AEO: Getting Your MSP Found in AI-Generated Search Results
    • 2:20 PM – 3:00 PM Breakout Session 9
  • AI & FUTURE
    Beyond the Hype: A Working Guide to AI Tools and Use Cases for MSP Operators
  • LEADERSHIP
    Leading Through AI Disruption: How to Communicate Change to Your Team and Your Clients
  • OPERATIONS
    PSA in the AI Era: Turning Your Service Data Into Operational Intelligence
  • 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
    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


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