The Coaching by Design lineup is being curated right now, bringing together visionary leaders, proven operators, and transformative coaches who will deliver more than inspiration. Practical frameworks, tested strategies, and candid conversations designed to help you reimagine leadership and unlock AI-native growth.

AI Coaches

Tim Barton-Wines

Executive

Halo

Alex Bratton

Tim joined Halo in 2018 as employee #11 of the now 250+ working at Halo, and is one half of the two Tim’s that started HaloPSA in 2019.
Tim has achieved a number of awards and recognition in the channel over the years, including being named as CRN® Channel Chief and being recognised in the Channel Partners™ Circle of Excellence as Channel Leader of the Year.
Currently with 10+ years of B2B SaaS experience, with over 2.5k+ partners helped and 10,000+ hours of sessions logged – Tim works with new teams to help them move away from legacy ways of working, and drive the most value out of using a modern unified workspace such as Halo.
Recently, Halo has experienced over 100% growth for the 4th year in a row, and is now servicing 5,000+ MSPs across 75+ countries.

Alex Bratton

CEO & Chief Geek

Lextech Global Services and AIWhy

Alex Bratton

Alex Bratton has been working on AI implementation inside real businesses since before it became a channel conversation. At Lextech and AIWhy, he helps organizations move from AI interest to AI decisions, specifically the business conversations that determine whether an AI initiative produces results or just produces activity. His coaching covers AI strategy, AI implementation, and how to talk about AI with clients, leadership teams, and boards in a way that leads to actual forward movement.

Area of Expertise

AI strategy
AI implementation
AI business conversations

Christopher M. Carter

Founder

Approyo

Christopher M. Carter

Christopher Carter has spent his career inside the infrastructure layer that AI actually runs on, and his coaching reflects that. At Approyo, he works with organizations on cloud implementation, infrastructure readiness, and the security considerations that most AI conversations skip over entirely. He coaches MSP owners on AI scaling, AI strategy, AI implementation, and AI security best practices, and brings cloud expertise across implementation, infrastructure, and what he calls the Cloud Wars, the vendor and platform decisions that shape your margins for years. If you're moving past AI curiosity into AI execution, this is the session to book.

Area of Expertise

AI scaling
AI implementation
AI strategy
AI security best practices
Cloud implementation
Cloud infrastructure readiness
Cloud Wars

Habib Malik

CEO

MSP Corp

HABIB MALIK

Habib Malik has built MSP Corp into a multi-region platform by figuring out how to make M&A actually compound value rather than just add headcount. His coaching covers the full arc of platform building: acquisition strategy, post-close integration, governance across multiple offices, and the leadership team structure required to run a distributed operation at scale. He also works on talent strategy and using data and AI to improve operational performance across a business that can’t rely on one person having visibility into everything. If you’re acquiring, being acquired, or building something you want to be acquirable, Habib has been through each version of that conversation.

Area of Expertise

Scaling MSP platforms through M&A (integration, governance, and value realization)
Building and operating across multi-office, multi-region environments
Building leadership teams to grow the company
Talent strategy and leadership development in professional services
Using data and AI to improve operational performance

Ed Pawlowski

Founder and Principal Consultant

Cache Ranch Business Consulting

Ed Pawlowski

Ed is the Founder of Cache Ranch Business Consulting and a former C-Suite Executive with nearly 30 years of experience helping technology enabled businesses scale profitably. He has successfully led global organizations with direct responsibility for P&Ls more than $500M, bookings, revenue, EBITDA, cash flow, customer success, and operational execution. Most recently, Ed led the transformation of a large MSP through acquisition integration, operational standardization, offshore expansion, automation, and AI-enabled delivery. His work focuses on helping owners, CEOs, investors, and leadership teams distinguish growth from true scale by building management systems that improve financial visibility, accountability, operational discipline, customer retention, and enterprise value.

Serge Bukhar

Founder & CEO

Atlas Technica

ITBD Coach Popup

SERGE BUKHAR

Serge Bukhar has been building and operating MSPs for more than 20 years. He developed a service delivery model built for precision, and his coaching draws directly from that operating history. He works with MSP owners on service delivery scaling, AI implementation in day-to-day operations, talent strategy, and the kind of operational maturity that doesn’t show up on a slide deck but does show up in your margins. He doesn’t coach from a framework. He coaches from what he’s actually done, including what broke and what he’d do differently.

Area of Expertise

Service delivery scaling for MSPs
AI implementation in day-to-day operations
Talent strategy and team development
Building operational maturity to improve efficiency and margins
General MSP consulting backed by 20+ years of operating experience

Rich Carlton

President

Aunalytics

RICH CARLTON

Rich Carlton coaches at the intersection of AI, M&A, and team building, three areas where most MSPs are making decisions they haven’t fully thought through yet. At aunalytics, he’s led a technically advanced organization through multiple acquisitions and built the team required to execute on both sides of that work. His coaching covers how to bring AI into MSP operations in a way that actually changes performance, how to approach M&A whether you’re buying or selling, and how to build the leadership bench that makes any of it sustainable. If you’re sitting on a decision in any of these areas and want to pressure-test it with someone who’s been inside it, Rich is the right person in the room.

Area of Expertise

Integrating AI into MSP operations
M&A integration and post-acquisition execution
Navigating the M&A process as a buyer or seller
Building high-performing leadership teams

Al Alper

Co-Founder and CEO

CyberGuard360

Al Alper

Al Alper is Co-Founder and CEO of CyberGuard360, a channel-only company providing advanced cybersecurity platforms to MSPs, MSSPs and IT Service Providers, and Absolute Logic, CT-based an MSP specializing in security and compliance. He is a serial entrepreneur, having founded several successful companies where he saw exits through acquisitions by companies such as CIT; Absolute Logic and CyberGuard360 is his 3rd and 6th ventures, respectively.

Al is a leading expert and highly sought-after speaker on cybersecurity, cyber-compliance, technology, and IT strategy. He is an Amazon best-selling author; his “Revealed!” series of books are written in plain English, eschewing technobabble and cyber-speak to increase understanding and help business owners better source technology and security services. These books are an extension of what he calls his “personal mission to protect businesses from predatory practices and people who prey on businesses that don’t have the resources to make better decisions based on an understanding of the technology and threat landscape.”

Al is passionate about security and compliance, evangelizing that, rather than catch-phrases or afterthoughts, they are outcomes of a company’s culture. He can be found proselytizing about culture as a primary driver of security and compliance to international CEO’s at NASDAQ, in the halls of Harvard Business School and MIT, and in myriad boardrooms around the country and in other countries.

Shahin Pirooz

Founder

WhiteDog Cyber

Shahin Pirooz

Shahin is a senior cybersecurity and technology executive with deep expertise in building Managed Security and Cloud Services. As WhiteDog’s technology leader and advisor to the MSP ecosystem, he brings decades of hands-on experience. Over 20 years ago, he pioneered the shift from on-prem infrastructure to cloud, helping shape early subscription computing, CSP, and MSP models. He has held leadership roles at innovative organizations like EDS, supporting clients including Palm, Philips, and VLSI. Shahin offers a rare blend of product lifecycle, strategy, sales, and service delivery experience across telecommunications, managed services, cybersecurity, and software industries.

Area of Expertise

Building & Scaling High-Performing Organizations in the AI Era
Go-to-Market Strategy in an AI-Driven Market
Product Strategy & Innovation with AI
Operational Excellence through AI & Automation
Leadership & Building Teams for the AI Era
Becoming an Agentic MSP in the Age of AI

Brian Marshall

vCIO and Project Manager

Velocity Network

Brian Marshall

Brian Marshall is a seasoned technology leader with more than 20 years of experience in the Managed Services Provider (MSP) industry. As a vCIO and Project Manager at Velocity Network (VNET), Brian specializes in helping organizations align technology, cybersecurity, compliance, and business strategy to achieve measurable outcomes. Throughout his career, he has guided businesses of all sizes through digital transformation initiatives, cloud adoption, security modernization, and operational excellence programs.

Brian is recognized for his practical, business-focused approach to technology leadership, helping organizations navigate complex IT challenges while maximizing the value of their technology investments. A frequent advisor to executive teams, Brian combines deep technical expertise with strategic insight, making him a trusted voice on topics including cybersecurity, Microsoft technologies, AI readiness, compliance, and managed services best practices.

Passionate about educating and empowering others, Brian enjoys sharing real-world experiences and actionable strategies that organizations can implement immediately to drive success.

When he’s not training AI models or helping organizations harness emerging technologies, Brian can be found cheering on his three sons at their activities or lending his bass voice to his award-winning barbershop quartet.

Area of Expertise

AI/ Automation Driven Transformation
Systems Consolidation
Dual-Mandate Technology Leadership
M&A/ PE portfolio operations.

Business Coaches

Michael Deutsch

Certified EOS® Implementer & Managing Partner

The Deutsch Group

MICHAEL DEUTSCH

Michael Deutsch coaches MSP owners who are still the bottleneck in their own business and know it. His work draws on EOS tools and implementation, and he works with operators on the specific problem of building a structure where strategy actually reaches execution without the owner having to carry every step personally. His four focus areas connect directly: get the right people hired, implement the right operating system, stop being the ceiling, and close the gap between where the plan says you're going and what the team is actually doing.

Area of Expertise

EOS Tools and Implementation
Talent Acquisition (i.e. hiring)
Escaping the owner-as-a-bottleneck trap
Strategy to execution

Chris Caprio

CEO

Focus Technology

CHRIS CAPRIO

Chris Caprio’s coaching is for the MSP owner who knows the business is growing but can’t get the financial picture to tell a clean story. He built the financial reporting infrastructure from the ground up, and he works with operators on exactly that: setting up reporting that actually reflects what the business costs to run, raising debt and equity when the timing is right, and understanding the financial mechanics of M&A from both sides. He’s direct about what the numbers mean and what they’re hiding. If you’re heading into a fundraise, a transaction, or just trying to read your own financials like a CEO, this is the session.

Area of Expertise

Setting up financial reporting and performance metrics
Raising debt and equity for business growth
Understanding the financial realities of M&A

Dave DelVecchio

VP of Marketing and Communications

Sourcepass

DAVE DELVECCHIO

Dave DelVecchio is an IT services and MSP veteran with over 30 years of experience supporting SMB, mid-market, and enterprise businesses. Known for driving client and partner success, he excels in building high-performing teams, creating strong cultures, and delivering results with energy and purpose. A certified Gallup Strengths coach, Dave leverages his top strengths in communication, positivity, harmony, and execution. He previously owned and led Massachusetts-based MSP Innovative Business Systems (later Suite3) for 20 years before its integration into Sourcepass in 2022. Dave now serves as VP of Marketing & Communications at Sourcepass.

Lisa Shorr

Author | Business & Communication Coach | MSP Owner

Shorr Success

LISA SHORR

Lisa Shorr works with MSP owners on the people side of running a business, which turns out to be most of it. Her coaching covers talent strategy and leadership development built around emotional intelligence, the client experience and retention decisions that determine whether your best accounts stay or quietly start looking elsewhere, and the communication skills that matter more as AI handles more of the routine work. She also coaches on handling difficult conversations and marketing strategies specific to MSP growth. If the technical side of your business is ahead of the people side, Lisa is the right session to book.

Area of Expertise

Talent Strategy and Leadership Growth - Emotional Intelligent behaviors that drive relationship loyalty
Client Experience / Client Retention strategies
Handling Difficult Conversations
Human Communication Skills needed in an AI -driven world
Marketing strategies to grow your MSP

Will Nobles

Master Coach

MSP Mastery Group

Will Nobles

Will Nobles is a leader and coach at MSP Mastery Group, where he helps managed service providers grow, scale, and achieve greater success through proven business strategies and leadership guidance. His ability to coach others comes from years of hands-on experience building and leading Vector Choice Technologies, a successful managed IT and cybersecurity company. As an entrepreneur and technology executive, Will understands the challenges MSP owners face and provides practical insights gained from real-world experience. His passion is helping technology leaders strengthen their businesses, improve operations, and build sustainable growth through mentorship and strategic coaching.

Mike Schmidtmann

Peer Group Facilitator and Business Coach

Trans4mers

Mike Schmidtmann

Mike Schmidtmann is a business coach, sales trainer, and peer group facilitator for owners and sales leaders. He spent over 20 years leading IT and communications sales teams, including building a $30 million business unit for SPS across five states. Today, Mike works with MSPs across North America on sales recruiting, new business development, and profit growth. He is the author of the award-winning Trans4mers blog, a contributor to IT channel publications, and a frequent speaker on sales, leadership, and peak performance. Mike is also President of TEDx Warrenton, which hosted Sunny Kaila’s TEDx talk in 2024.

Brent Whitfield

VP of Mergers and Acquisitions

New Charter Technologies

Brent Whitfield

Brent Whitfield is a technology executive and M&A strategist with over 30 years of experience in the managed services industry. He founded and ran DCG Technical Solutions, a Los Angeles-based MSP, for 27 years before navigating an 8-figure liquidity event in 2020. As an operating company president at New Charter Technologies — a $450M+ platform spanning 30+ acquisitions across 47 cities — Brent helped build one of the most founder-friendly PE-backed platforms in the MSP space. He went on to serve as Vice President of Mergers & Acquisitions at New Charter, where he led acquisition strategy and worked directly with founders navigating their own transitions. Brent brings the rare perspective of someone who has been on every side of the table: founder, operator, acquirer, and advisor.

Chris Savage

CTO

Aliando

Chris Savage

Chris Savage is the CTO of ALIANDO, where he spends his days turning ambitious ideas into working technology and occasionally convincing computers to cooperate. He’s passionate about AI, cloud technologies, cybersecurity, and finding practical ways to use emerging tech. Chris thrives at the intersection of business and technology, helping teams solve complex problems, scale efficiently, and stay ahead of what’s next. He enjoys building systems, leading talented people, and asking, “Can we automate that?” more often than most people consider reasonable. When technology behaves, it’s innovation. When it doesn’t, it’s usually a learning opportunity. He currently has a 334-day streak on Wordle.

Area of Expertise

Building Team Culture
Keeping up with Technology Changes
AI in the MSP

Michael Strong

COO

Blue Layer

Michael Strong

Michael Strong leads Blue Layer, a Lubbock, Texas based MSP built on long term client trust, and doing the right thing for businesses that depend on technology relationships. Over 25 years, Blue Layer has grown into a 56 person team by focusing on responsiveness, accountability, and practical guidance. Michael believes the best MSP relationships are rooted in consistency, transparency, and a genuine commitment to helping clients make great decisions. His leadership perspective centers on building strong teams, earning client trust over time, and creating a company culture where service, integrity, and follow through matter.

Area of Expertise

Moving From Technical Operator to Executive Leader
Scaling an MSP Without Losing Service Quality
Practical AI for QBRs and MSP Operations
Building a Leadership Team Beneath the Owner
Growing Through Client Trust and Long term Relationships
Standardizing Services Without Becoming Inflexible

Joe Burns

CEO

Reformed IT

Joe Burns

Joe Burns, CEO of Reformed IT and founder of MSP Blueprint, is a distinguished entrepreneur who shares his journey and strategies for scaling and exiting MSP businesses. At Reformed IT, he drives exceptional growth, and through MSP Blueprint, he guides other MSPs towards strategic expansion and successful exits. His insights are drawn from firsthand experience, making him a sought-after speaker for MSP growth and acquisition strategies. Joe's dual expertise not only enhances his own ventures but also empowers other MSP leaders to elevate their operations and prepare for profitable futures.

Area of Expertise

Automation & AI - scaling an MSP without constantly adding headcount, centred around HaloPSA
Getting the Most from HaloPSA
Building to Sell - creating a valuable MSP attractive to buyers
Creating Best in Class MSP Profitability
Growth - 21 years of consistent growth across two MSP businesses

Elliot Tabush

Director, Service Operations

Tabush Group

Elliot Tabush

Elliot Tabush is the Director of Service Operations at Tabush Group, where he has spent the past 15 years helping build and scale the company's service operations. He's passionate about developing high-performing teams, creating efficient processes, and using AI and automation to solve real-world IT challenges. Elliot is also the founder of InsideLoop, a platform designed to help MSPs capture technician insights and uncover trends that improve client service. He enjoys sharing what he's learned from building teams, improving operations, and exploring how AI is reshaping the MSP industry.

Area of Expertise

Service Delivery
AI Implementation
Talent Strategy
EOS Implementation
Employee/Team Management

David Bennett

President

Connections for Business

David Bennett

David Bennett is the President of Connections for Business and a seasoned IT veteran with over 45 years of hands-on experience in helping companies navigate the ever-evolving world of technology. Throughout his career, David has led IT transformations for over 2,000 businesses across 100+ industries—from nimble startups to major enterprises like Florida Power & Light, The Golf Channel, and ADT. His practical approach, paired with deep technical know-how, has made him a trusted advisor to business owners who don't want just an "IT guy," but a strategic partner who gets results.

As the founder and leader of South Florida's most awarded Managed Service Provider, David built Connections for Business around One Core Promise: Take care of clients like family and deliver IT support they never have to think twice about. For over 15 consecutive years, the firm has earned accolades for its outstanding client service, operational excellence, and unwavering reliability. Under David's leadership, Connections has become synonymous with "IT done right," offering proactive support, world-class cybersecurity, and technology leadership that empowers growth-minded businesses.

David's no-nonsense style, long-standing reputation, and deep roots in the South Florida business community set him apart from the sea of MSPs who overpromise and underdeliver. He's not here to dazzle with jargon—he's here to help you sleep better at night knowing your business is secure, productive, and future-proof.

Area of Expertise

Selling to C-Suite
Building and Selling Security (or Any Managed Service)
Building a Culture of Systematic Process & Documentation to Eliminate Noise
KPI Metrics – Visibility into the MSP Machine
Technician to CEO Mindset

Courtney Cress

Managing Partner

CRC Strategies

Courtney Cress

Courtney Cress is a managed services and enterprise operations executive with more than 25 years in telecom, spanning the full arc from ground-floor operator to Vice President. She advanced from unpaid intern to COO and shareholder by age 25, then founded C3 Telecom and grew it to acquisition by CliftonLarsonAllen. At Acuity Technologies, she led the transformation from a traditional telecom agency into a recurring-revenue managed services organization — replacing 100% of legacy revenue and helping double the company over an eight-year tenure — before its acquisition by DecisionPoint Technologies. She serves on the board of the Enterprise Technology Management Association (ETMA) and as an advisor to the women's board at Webber University.

Area of Expertise

Service Delivery and Operations Scaling
M&A and Acquisitions
AI Implementation
Talent Strategy and Leadership Development

Paula Kurtzman

Founder and Managing Director

High Touch Talent Solutions

Paula Kurtzman

Paula Kurtzman is the Founder and Managing Director of High Touch Talent Solutions, a technology recruitment firm. With more than 30 years of experience in corporate human resources and executive search, she specializes in placing all levels of technology professionals from IT Technicians to C-level Technology leaders across mid-market and Fortune 1000 organizations. Paula partners with clients to deliver strategic hiring solutions and talent advisory services. Recognized as a leader, she is known for reducing time-to-hire, improving quality-of-hire, and building long-term partnerships through a personalized, high-touch approach.

Nadine Green

Founder & CEO | Fractional COO

The C-Suite Group

Nadine Green

Nadine Green helps founders stop being the person every decision runs through. As Founder and CEO of The C-Suite Group and a fractional Chief Operating Officer, she partners with leaders of small and mid-sized businesses to install the operational structure, accountability, and decision-making rhythms that turn a founder-dependent company into a self-running organization built to scale. Over 20-plus years, she has guided teams through growth, restructuring, and expansion with a people-first approach. She is the author of Unleash Efficiency, Scale Smarter, a two-time honoree recognized on NJBIZ's Best 50 Women in Business list (2019) and as a 2025 Enterprising Women of the Year.

Area of Expertise

Founder Bottlenecks: Building a Business That Doesn't Depend on You
Implementing an Operating System (EOS®): Creating Accountability, Alignment, and Execution
Operational Scaling: Designing the Structure, Processes, and Meeting Rhythms That Support Growth
M&A Integration: Bringing Together Teams, Systems, and Operations After an Acquisition
Leadership Team Development: Creating Leaders Who Own Outcomes, Not Just Tasks

Darren Strong

Founder

Scalable MSP

Darren Strong

Darren Strong, founder and Managing Director of Scalable, helps MSPs scale efficiently and profitably. With more than 20 years of experience in the MSP industry, he has led multiple successful businesses and is passionate about helping MSPs improve operations, strengthen leadership, and achieve sustainable growth.

Area of Expertise

Building a Sellable MSP: What Actually Drives Valuation and Where Owners Get It Wrong
Pricing and Margin: Contract Profitability, Price Increases, and Stopping Scope Creep
Getting Off the Tools: Removing Owner Dependency So the Business Runs Without You
Service Delivery That Scales: PSA Discipline and Why Most MSPs Plateau at the Same Point
Building a Leadership Team That Takes Real Accountability

Dr. Kary Oberbrunner

Founder & CEO

Igniting Souls / Instant IP

Dr. Kary Oberbrunner

DR. KARY OBERBRUNNER is a Wall Street Journal and USA Today bestselling author of 15 books, entrepreneur, inventor, and speaker. As CEO of Instant IP® and Igniting Souls®, he helps authors, entrepreneurs, and creators publish, protect, and promote their intellectual property, transforming ideas into lasting impact and 18 streams of income. His work has been featured in Forbes, Entrepreneur, CBS, Fox News, Yahoo, and other major media outlets. He also serves as the Chair of Entrepreneurship at Cedarville University. Once hindered by severe stuttering, depression, and self-injury, Kary now speaks internationally on leadership, entrepreneurship, AI, intellectual property, and innovation. He lives in Ohio with his wife, Kelly, and their three children.

Dr. Brian Luckey

Chief Information Officer

Integris

Dr. Brian Luckey

As Integris’ Chief Information Officer, Dr. Brian Luckey leads the strategic direction of the company’s IT infrastructure, ensuring it is secure, scalable and future-focused. Dr. Luckey’s cunning oversight and unique technology framework underpins the technology backbone that powers Integris’ operations and enables the delivery of cutting-edge managed services.

Dr. Luckey oversees the execution of Integris’ strategic planning frameworks, establishing operational efficiencies, building a competitive advantage in software development, and AI plays a critical role in ensuring Integris remains future-ready in a rapidly evolving digital landscape.

Ahmed Fadili

Chief Strategy Officer

Focus Technology

Ahmed Fadili

As the Chief Strategy Officer at Focus Technology, Ahmed Fadili brings over 20 years of expertise in the IT industry, specializing in strategic vision execution, service delivery models, and Mergers and Acquisitions (M&A). His leadership has driven significant business growth, operational efficiency, and digital transformation.

With a proven track record of growing businesses, increasing revenue, and driving sales, Ahmed leverages the latest technologies and industry trends to establish competitive advantages for clients. Passionate about growth and go-to-market strategies, he continuously seeks innovative approaches to expand market reach and enhance sales performance.

Area of Expertise

Strategy
M&A - Integrations
Recurring Revenue & MRR Growth

Cosmo Mariano

Chief Client Outcomes Officer and Co-founder

Xsparks

Cosmo Mariano

Cosmo Mariano is Chief Client Outcomes Officer and co-founder of XSparks, an AI Native business transformation firm. Over twenty years he built growth and retention strategies for global enterprises including Dell, Cisco, AWS, and Telus. He now brings that enterprise playbook to mid-market companies, helping leaders rebuild their operations to run on AI and hold the results accountable from idea to outcome.

Area of Expertise

M&A integration
Service delivery scaling
AI implementation
Talent strategy

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