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2017 MSP Leadership
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ConnectWise IT Nation 2017 Breakout Sessions

Dear <<First Name>>,

Are you headed to Orlando in November for the ConnectWise IT Nation 2017 conference?  As a ConnectWise customer and author of the Executive Briefing Service for ConnectWise, I've participated in IT Nation for many years.  It's a great opportunity to see what's new, talk to your peers and vendors, and have some fun!  One thing that's always a challenge is figuring out which breakout sessions to attend.  They are listed on the IT Nation website, but each session is an individual web page, so the process can get pretty complicated pretty quickly.  So I've put together information about ALL the Breakout Sessions at IT Nation 2017 into a "single page" (Okay, it's a long page, but you get the idea...).  I thought that you might also find this useful, so I wanted to share it with you (see below).
Best Wishes for continued success in building your MSP practice!

Dave Keller
Founder and Chief Consulting Officer
New Haven Technologies, LLC
Keller.D@NewHavenTech.com
(765) 335-KNOW
 
Stop Guessing.  Start Knowing.
             www.NewHavenTech.com
Interested in touching base in Orlando?

If you are interested in touching base in Orlando, whether it be to "compare notes" about the conference, talk about KPIs and business intelligence reporting, or just grab a coffee or a cocktail, just shoot me an email at Keller.D@NewHavenTech.com and we'll get the calendars lined up!

Round

Day

Time

Level

Repeated in Round

Session

Description

Session Type

Speaker

Spkr Title

Spkr Type

1 Labs

Wednesday, Nov. 8

12:00PM - 2:00PM

101

3-4 Labs

ConnectWise Automation Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment; you just bring your laptop. As your company’s ConnectWise Automate guru, this interactive lab will get you started on the basics of group structuring, search creation, monitor building, and how it all ties together.

Hands-On Lab

Matt Miller

Senior Engineer, Platform, ConnectWise

ConnectWise Colleague

1 Labs

Wednesday, Nov. 8

12:00PM - 2:00PM

101

2 Labs

Implementation A

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Embrace Change – It is a ConnectWise best practice! If you are new to ConnectWise, you probably experienced a big change. Join this implementation session to get started on the path to success. This lab will give you a comprehensive look at the foundation of your ConnectWise system. You will learn how to define the company structure, member page settings, time periods, billing rates, and services in this session. Don’t forget to register for Part 2, which includes agreements, time, invoicing, and the GL integration! The prize for the winners is a voice recording by Carl Kasell on their answering machine.

Hands-On Lab

Steffanie Bishop

Business Consultant, ConnectWise

ConnectWise Colleague

1 Labs

Wednesday, Nov. 8

12:00PM - 2:00PM

101

5-6 Labs

Workflow Rules Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Take advantage of this workflow rules lab to learn how to manage your business more efficiently, reduce administrative costs, and improve response times. You'll learn how to prevent items from falling through the cracks while fostering accountability, and how to monitor contract, license, and warranty expirations proactively.  Note: Limited to 50 participants

Hands-On Lab

David Watts

Consulting Team Lead, ConnectWise

ConnectWise Colleague

1 Labs

Wednesday, Nov. 8

12:00PM - 2:00PM

101

9-10 Labs

Invoicing & GL Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. You can be amazingly productive, but if your billing process is lacking, your business could be headed for trouble. In this session, we'll take a look at invoicing in ConnectWise® Manage™, including generating standard and special invoicing and agreements. We'll also examine GL accounts, which ones your company may need, and how to set them up. Plus, you'll get an understanding of how GL accounts map items on invoices. Note: Limited to 50 participants.

Hands-On Lab

Kate Heuker

Senior Partner Support Consultant, ConnectWise

ConnectWise Colleague

2 Labs

Wednesday, Nov 8

2:30PM - 4:30PM

201

Implementation B

Now that you have completed Implementation Part 1, you are ready for Part 2! You already learned everything you need to know about your company structure, time periods, billing rates, and services. Now, you are ready to gear up for agreements, time, invoicing, and GL integration. After you attend this session, you will have all the necessary information you need to get started with ConnectWise. the prize for the winners is a voice recording by carl kasell on their answering machine

Hands-On Lab

Steffanie Bishop

Business Consultant, ConnectWise

ConnectWise Colleague

2 Labs

Wednesday, Nov 8

2:30PM - 4:30PM

101

5-6 Labs

Report Center Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment; you just bring your laptop. We’ll cover:

Hands-On Lab

Scott McQueeney

Senior Education Consultant, ConnectWise

ConnectWise Colleague

2 Labs

Wednesday, Nov 8

2:30PM - 4:30PM

101

5-6 Labs

Sales Flow Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Are you new to the sales process within ConnectWise® Manage™? Join this lab to get hands-on experience with the available sales tools, including activities, opportunities, and dashboards. You will learn everything you need to know about the sales process, including a review of the pipeline to establish the proper sales flow in Manage. This hands-on lab will take you all the way through to conversion, which ensures that your won opportunity turns into the correct record, whether it be a ticket, project, or agreement. Note: Limited to 50 participants

Hands-On Lab

Patrick Shields

Consultant, ConnectWise

ConnectWise Colleague

2 Labs

Wednesday, Nov 8

2:30PM - 4:30PM

101

3-4 Labs

Agreements Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Here's your chance to up your skill level on agreement details. This session will get you familiar with examples of recurring contracts, walk you through converting an opportunity to a sales order, and give you insight on tracking hours, along with setting up exclusions and override rates. We'll also cover agreement reconciliation reporting, and review agreement profitability. Note: Limited to 50 participants

Hands-On Lab

Kate Heuker

Senior Partner Support Consultant, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

101

Agreement Setup Foundations

Agreements are contracts, and that means it’s important to get every detail right to protect your business, as well as set expectations between you and your clients. In this session, you’ll learn how to create agreement types, apply agreements to customers, specify coverage and rates, and bill on a recurring cycle.

Education

Neil Perkins

Business Consultant, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

201

8

Automating the Sales Cycle with ConnectWise Manage™

Managing every step of the sales cycle is critical to your success. During this session, our experts will show you the tremendous difference ConnectWise® Manage™ can make in this process. Learn to apply tracks to your marketing efforts, use workflow rules to ensure existing opportunities are kept moving forward, track lost opportunities, and make sure won opportunities are converted.

Education

Matthew Maiorano

Lead, Consulting Services, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

201

11

Project Lifecycle from Sales to Invoicing

Do you want to optimize the setup of your projects? In this session, we will show you that the key to streamlining this process begins in ConnectWise® Sell™. Learn how the product setup not only drives sales forecasting, but also impacts your invoicing potential. Discover new ways to use ConnectWise Sell to manage opportunities, and finish the process by using ConnectWise Manage™ to work the project and create the invoice. Leave this session as a master of the flow from ConnectWise Sell to ConnectWise Manage – it will make a HUGE difference!

Education

Renee Bergstresser

Education Consultant, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

201

Business Transformation Audit

Are you making the most of ConnectWise® Manage™? This session will help you determine if you're using the full capabilities of this powerful solution. We'll walk you through examining audit reports, and show you how to remedy shortcomings, so you leave ready to strengthen your business process using all ConnectWise Manage benefits.

Education

Kay VanDerLeest

Consulting Manager, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

101

Configuring ConnectWise Automate™ Patch Manager

Newer to patching? This session will show you how to configure, execute and automate patches, build groups, and apply policies. Streamline your patching and gain granular control and visibility into the process with ConnectWise Automate Patch Manager.

Education

Chris Behrend

Education Consultant, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

101

ConnectWise Enhancements You May Have Missed

ConnectWise® Manage™ is frequently adding new enhancements to help make your experience that much easier. With all these great improvements in each release, it can be hard to keep up with the ones that have the most beneficial impact on your day-to-day processes.  In this session, we will review some important enhancements that have been recently released, and even give you a sneak peek of some things that are coming soon.  Get ready to catch up on what you might have missed with ConnectWise Manage.

Education

April Taylor

Senior Product Manager, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

301

11

Harnessing the Power of the Email Connector

Take charge with this session that presents tips and tricks for easy dispatch and pre-processing tickets (including ConnectWise®Chat™ and service templates). Learn workflow rules that streamline ticket movement, and how entering time on tickets leads to better efficiency.  You'll discover how entering both billable and non-billable time can drive profitability and utilization. Plus,we'll share  3 ConnectWise business beliefs and 5 best practices, along with how you can implement them in your life.

Education

Patrick Burress

Business Consultant, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

301

Project Billing inside ConnectWise Manage™

Learn how to choose the correct billing method inside ConnectWise® Manage™. Topics for this session include: phased billing, proper use of downpayment invoices, billing products on projects, project time and invoice approval, and "out of scope" phase.

Education

Aaron Boone

Senior Business Consultant, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

301

11

Smart SLA's: Simple & Repeatable

Successful technology companies rely on the timely handling of customer support issues. Therefore, it is critical to maintain your service level agreements (SLAs) while providing high levels of customer satisfaction. SLAs hold an abundance of power and, when used properly, can take your business to the next level! Join this session to learn what to consider when creating SLAs, ensure that your sales team knows how to sell SLAs, and that your techs understand their importance. Plus know the reports available, and how to manage SLA goals with WFR/reporting.

Education

Jennifer Six

Business Analyst, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

401

The Future of Best-in-Class Managed Services

In 2016, Service Leadership’s groundbreaking “Future of Best-in-Class Managed Services” survey delivered what only they could: results segmented by MSP profitability and OML. This year, they’ve updated the results to help you plan your optimal path over the next 3-5 years. Join CEO Paul Dippell as he shares this exclusive look into the future of MSP value creation.

Education

Paul Dippell

Chief Executive Officer, Service Leadership

Thought Leader

3

Thursday, Nov 09

10:15AM - 11:15AM

401

11

The MSP Value Evolution

The MSP market is maturing. All IT providers have access to the same tools and technology. Prospects have trouble seeing a difference between providers so price becomes a deciding factor. MSPs need to evolve to stay ahead of the competition. During this session industry leader Gary Pica will share a blueprint for top performing MSPs. Learn how to build additional value into your support offering, command higher prices and separate yourself from competitors.
Gary Pica will show you how to create a true competitive advantage.

Education

Gary Pica

Chief Executive Officer, TruMethods

Thought Leader

3

Thursday, Nov 09

10:15AM - 11:15AM

301

Train the Trainer

Everyone needs training to achieve optimum job performance, but who trains the trainers? Get insight on identifying your training needs, setting objectives, and creating content. Then dive deeper into topics like facilitating, engaging your audience using gamification, and the how-tos and benefits of training evaluation.

Education

Danielle Higginbotham

Partner Support Trainer, ConnectWise

ConnectWise Colleague

3

Thursday, Nov 09

10:15AM - 11:15AM

101

Transforming Your Technicians: Motivation, KPIs, and Effective SOP

How can you get your engineers working in lockstep and following your vision? Figuring out how to motivate them effectively, manage by KPI, and build an effective SOP library can improve overall efficiency and effectiveness. In this session, Karl Bickmore and Shawn Brown of Snap Tech IT will discuss management strategies, incentive programs, standard operating procedure creation, and useful KPI’s.

Education

Karl Bickmore

Chief Executive Officer, Snap Tech IT

ConnectWise Partner

3

Thursday, Nov 09

10:15AM - 11:15AM

401

Getting in the Door

"I’d like to stop by to introduce myself” doesn’t work anymore. In this session, we actually create a message that will increase your probability of getting a response from your prospective customers. While creating this message, you’ll take away a proven methodology to create several other “get in the door” messages on your own.

Education

Chris Peterson

Principal, Vector Firm

Thought Leader

3

Thursday, Nov 09

10:15AM - 11:15AM

401

What is Going On?!?  The Entrepreneurial Journey

As an owner/entrepreneur, are you growing tired? Fnding yourself spread too thin? Looking for others inside your organization to step up and take some departmental ownership to enable your company to continue to grow?  You’re not alone if you’ve tried delegating parts of your business, only to have to take back the reins and keep thing moving yourself.  We work with hundreds of MSPs and IT service companies, and have identified the growth patterns and stages every business goes through.  It’s not what you think – and perhaps that’s why you struggle to see continuous growth.  We’ll talk through the life cycle of an entrepreneurial business, help you identify what stage you are in, and what should be your next steps to success. We can help you build a leadership infrastructure that enables you to focus on the best use of your time.

Education

Brad Schow

Thought Leader

3

Thursday, Nov 09

10:15AM - 11:15AM

301

What’s In an ‘S’? Should MSSP Be Part of Your MSP?

Security information and event management (SIEM) seeks to provide an overview of an organization’s IT security by collecting logs and other security-related documentation for analysis. SIEM systems generally work by gathering security-related events from end-user devices, servers, network equipment, etc., and forwarding events to a central system for inspection and alerting.

Education

Jude Travers-Frazier

Chief Operations Officer, Kraft Kennedy

ConnectWise Partner

3

Thursday, Nov 09

10:15AM - 11:15AM

101, 201, 301, 401

Networking Session - Mergers and Acquisitions

Join a round table discussion on keeping employees happy and engaged. Learn what your peers are implementing in areas like tech gamification, salary and bonus structures, and incentives. Take home actionable items that will increase retention and employee satisfaction!

Networking

3

Thursday, Nov 09

10:15AM - 11:15AM

101, 201, 301, 401

Panel: Women in IT

Women continue to be underrepresented in the technology workforce, but account for 57% of the professional workforce. What can your organization do to attract women, and what are the roles that women are shining in? Join this panel to explore how leaders are prioritizing creating a more gender diverse team, and advancing and retaining women in tech roles.

Panel

ConnectWise Partner

3-4 Labs

Thursday, Nov. 09

10:15AM - 12:30PM

101

2 Labs

Agreements Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Here's your chance to up your skill level on agreement details. This session will get you familiar with examples of recurring contracts, walk you through converting an opportunity to a sales order, and give you insight on tracking hours, along with setting up exclusions and override rates. We'll also cover agreement reconciliation reporting, and review agreement profitability. Note: Limited to 50 participants.

Hands-On Lab

Kate Heuker

Senior Partner Support Consultant, ConnectWise

ConnectWise Colleague

3-4 Labs

Thursday, Nov. 09

10:15AM - 12:30PM

101

1 Labs

ConnectWise Automation Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. As your company’s ConnectWise Automate guru, this interactive lab will get you started on the basics of group structuring, search creation, monitor building, and how it all ties together.

Hands-On Lab

Matt Miller

Senior Engineer, Platform, ConnectWise

ConnectWise Colleague

3-4 Labs

Thursday, Nov. 09

10:15AM - 12:30PM

201

9-10 Labs

Report Writer Hands-On Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Join this session to get an understanding of Report Writer, with an intro to database concepts, reporting views, and guidance on creating our own report.
Note: Limited to 50 participants

Hands-On Lab

Brandon Coleman

Business Intelligence Consultant, ConnectWise

ConnectWise Colleague

3-4 Labs

Thursday, Nov. 09

10:15AM - 12:30PM

201

Operationalize Your Operations

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. In this Lab, we’ll review the 87 different operational focuses that you need to tackle in your business. These focuses are categorized in the following topics: 1) Get your ConnectWise in Order, 2) Life of a Ticket, 3) Measure your KPIs, 4) Service Team HR, 5) Leverage Your Tools, 6) Get Your Accounting in Order, 7) Client Facing Systems, 8) Get Ready to Grow, 9) Marketing, and 10) Sales. After the “Quick” review, we’ll discuss the 5 Phases of implementing any operational change. Note: Limited to 50 participants.

Education / Hands-On Lab

Rex Frank

President, Sea-Level Operations

ConnectWise Partner

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

8 Steps to Transform to the Cloud

There are eight key steps to successful cloud sales, marketing, profitability, and business growth. This session will look at how these steps have been used successfully at Ingram Micro, why it’s important to build a cloud model that aligns and scales your business, and ways to gain optimal profitability.

Education

Tim FitzGerald

Vice President, Cloud Channel Sales North America, Ingram Micro

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

9-Step Roadmap to the Ultimate QBR

For most MSPs, the QBR is a key component of your business. But if you’re going to put energy into doing quarterly business reviews, make sure they fill a strategic business need. Join IT Glue’s VP of Product, Luis Giraldo, as he outlines his 9-step roadmap to the ultimate QBR. He’ll tell you what you must have in your quarterly business reviews, and what QBR missteps you should avoid.

Education

Luis Giraldo

Vice President, Product, IT Glue

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Achieving Balance Across Your Entire Organization By Enforcing Marketing and Sales KPIs

Learn what it takes to achieve consistent marketing success. We'll be going over the following in detail:

Education

Giovanni Sanguily

IT Marketing and Sales Strategist, TRIdigital

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Bite Back With the Layered Defense You Need and the Flexibility You Want

Having a fast, effective, and powerful defense against cybercrime is more critical than ever. How do MSPs avoid the hype with defense in depth, and identify the right partner to suit their needs?

Education

David Corlette

Director of Product Management, VIPRE

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Essential Tools for Selling and Delivering Cybersecurity Services

You know you need to market and sell Cybersecurity solutions. There's money to be made and clients to protect. But how do you know what to sell and how to pitch your services until you know the security issues? How do you prove to your clients their network is safe? How can you deliver revenue-generating services to validate that the IT security policies you have in place are being enforced? We'll cover this and more!

Education

Win Pham

Vice President, Development, RapidFire Tools

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

How to Cost Effectively Manage Your Engineers

Save time and money by learning strategic service desk operations by an Uber MSP with 13+ years of experience. With firsthand experience of the day-to-day challenges MSPs face, ITBD acts as your consultants, steering you into the right direction to make your MSP truly scalable. Stop wasting your time on low level tasks. Free yourself up so you can focus on the big picture - the growth of your company.

Education

Kam Attwal-Kaila

President & Chief Revenue Officer, IT By Design

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Monetizing vCIO Services

As a mature MSP offering vCIO, Account Management and Client Advisory Services to your clients, are you:

Education

Myles Olson

Member Success Mentor, Reframe Your Clients

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

MSPs, Are You Wearing Pants?

When you signed that contract to manage the client’s network you said you’d manage X endpoints at Y cost. You didn’t necessarily say you were responsible for the network infrastructure, but your client expects you’re actively managing it. After all, they pay you every month to take care of “everything.” This mismatch puts you at risk. We call it not wearing pants under the desk.

Education

Alex Hoff

Co-Founder & Vice President, Auvik

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Multi-Vector Threats and What They Mean for MSPs

According to the Webroot® 2017 Annual Threat Report, ransomware, exploit kits, malicious Android apps, and high-risk URLs are still on the rise. Today’s threats use multiple vectors to attack, from malicious email attachments to infected web ads. Cybercriminals combine a range of threat technologies, deployed in numerous stages to exploit the blind spots of signature-based security, and infect computers and networks worldwide. Join this session to learn why layered defenses are the only way to stop zero-day threats, and how MSPs can use multi-vector endpoint protection and DNS protection to secure clients at every stage of an attack, across every possible attack vector.

Education

David Dufour

Head of Security Architect, IoT, Webroot

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Next Gen MSPs in Action

In a world where clients are demanding more complex solutions like security, cloud and IoT, but in a simpler package, how are you evolving? During this GreatAmerica partner panel, Paul Dippell, CEO of Service Leadership, will talk with Next Gen MSPs about how they are making their offerings richer for their business, richer for their clients and simpler for everybody with As-A-Service models, security, cloud and IoT. This session is recommended for owners, executives, sales, and operations.

Education

Paul Dippell

Chief Executive Officer, Service Leadership

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Ransomware Protection and Building a Next-Gen Managed Security Practice

Ransomware is top of mind for all MSPs. Join this session to learn how to protect against past, current, and future ransomware attacks, while growing your managed security practice with Sophos. Customers have changed the way they work, threats keep evolving, and MSPs find themselves stuck managing multiple vendors for different product areas—a time-consuming process that tends to complicate billing and cash-flow issues. Join this session to learn how Sophos MSP Connect can help you transition to this era of “Next-Gen Managed Services” with one security vendor, one management dashboard, and one flexible program.

Education

Scott Barlow

Vice President, Global MSP, Sophos

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

The Right Tools to Better Manage Your Clients

Learn how Barracuda MSP offers the tools you need to manage your clients more effectively. We are here to help detect any incoming issues like phishing and malware attacks, prevent further problems through our multi-layered email security and next-generation firewalls, and recover from anything that may happen. We will also be sharing how our professional services and partner enablement tools are available to set you up for greater success with your customers.

Education

Neal Bradbury

Senior Director of Business Development, Barracuda MSP

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

The Salesperson’s Dysfunctions Handling Objections

You’ve reached the end of your sales presentation. You’ve delivered the proposal, and you begin hoping, “Please don’t mention the price. Please don’t mention the price…UGH…They mentioned the price.” Hope is not a strategy for properly handling sales objections. Learn how to squash the majority of objections throughout the process so that they don’t even come up, and address welcome objections head on.

Education

Alex Rogers

Chief Executive Officer, CharTec

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

ConnectWisely, My Friends

Fed up with the so-called integration that your distributor is charging you for each month? An integration should be more than just a website squeezed inside an iframe. Pax8 has your back. Our team of engineers have been working with ConnectWise® to offer MSPs the most comprehensive integration in the industry. MSPs can now seamlessly increase seat counts, update agreements, import customer products, purchase cloud products, bill, and provision services for their customers all through the ConnectWise Manage™ portal without having to swivel chair their way through the process.

Education

Ryan Walsh

Senior Vice President, Partner Relations, Pax8

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

The Secret to Thinking Like a Security Researcher

Machine learning has become a buzzword. We hear about it all the time, but what does it mean? At Cisco Umbrella, we have spent years using machine and assisted learning to identify malicious sites faster than humans can, in order to protect MSPs and their clients. In this session, we’ll cut through the noise and take a deep dive into the process, enabling MSP partners to speak to the value of their advanced security tools.

Education

Dima Kumets

Sr. Product Manager, Cisco Umbrella

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Intermedia: Your Path to Profitability

In this session, Intermedia’s VP of Cloud Voice Solutions, Mark Sher, and Director of Distribution and Strategic Communities, Bob Neal, will give an update on what’s new at Intermedia and how we can help power greater profitability for your business. We’ll explain our new sales strategy designed to help you drive more business than ever, which includes our continued support throughout every step of the customer lifecycle. We’ll also share how partners can identify new market opportunities and drive greater customer value by leveraging Intermedia’s voice solutions – all under their own brand, backed by Intermedia.

Education

Bob Neal

Director of Distribution and Strategic Communities, Intermedia

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Preventing the Breach and Establishing a Recurring Revenue Stream

Monetize and expand the security offerings to your clients by utilizing this in-depth analysis of the latest trends, tactics, and news of the cyber threat landscape, as seen from the eyes of a practicing security engineer. Once you have seen what the bad guys have been up to today, you will be exposed to a crash course in security policy management and network security architecture design that will help avoid the breach of tomorrow.

Education

Rob Krug

Senior Security Solution Architect, SonicWall

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Drive Profitability Through Selling Data Protection More Effectively

Join Matt Nachtrab and Adam Slutskin to learn how profitability can be improved through standardizing your offerings around a robust suite of data protection solutions. These two highly regarded industry leaders bring over 30 years of combined MSP experience, and will walk you through the top tips and tricks successful MSPs use to sell data protection for higher profit  margins. Tools and pricing models will be shared to help MSP business owners increase monthly revenue streams.

Education

Adam Slutskin

CRO, eFolder

Sponsor

4

Thursday, Nov 09

11:30AM - 12:30PM

101, 201, 301, 401

Breakout Session by Microsoft

Abstract Coming Soon!

Education

Sponsor

5

Thursday, Nov 09

1:45PM - 2:45PM

101

Beginner ConnectWise Jeopardy!

Play and learn as we present ConnectWise® for beginners - Jeopardy style. You'll be familiarized with all  the basics of putting ConnectWise Manage™ to work for your business, including using Company and Contacts, exploring ConnectWise University and Marketplace as valuable resources, getting started with service automation,  simplifying your invoicing process, and much more. **The prize for the Jeopardy winner is a recording of Kevin Stiffler's voice on his or her personal telephone's answering machine or voicemail.

Education

Kevin Stiffler

Business Analyst, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

401

Breaking Plateaus and Delivering Record Results

In the life cycle of every business; plateaus are inevitable.  As an ITSP (IT Solution Provider) you are certainly not immune to this phenomenon.  What you do about it ultimately determines the success, profitability and longevity of your company.  If you are to not only survive but thrive, it is critical that you understand why this happens and what you can do to propel your business to the next level.

Education

Brad Schow

Thought Leader, ConnectWise Partner

5

Thursday, Nov 09

1:45PM - 2:45PM

401

Having the Ransomware Conversation

Ransomware continues to make the headlines, and it’s not something that is going away.  Your customers are trying to tackle this problem, but are they on the right track?  In this session, we’ll go through why ransomware is so painful for our customers, how to engage in and lead a conversation with them, and show an architectural approach that helps them to prevent, detect and quickly contain when an ransomware (or any malware!) attack does occur.

Education

Terri Quinn

Security Solutions Development Manager, Cisco

Thought Leader

5

Thursday, Nov 09

1:45PM - 2:45PM

301

9

Complicated Agreements Made Simple

Agreements streamline your operations and shape your relationshps with your clients, so they need to be meaningful, and easy to understand. This session takes the complications out of agreement creation, walking you through what needs to be considered and covered, including such areas as automated billing, cost tracking, and bundling services.

Education

Charlie Lawrence

Education Consultant, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

101

Delivering Amazing Sales Presentations

As a sales professional, there is no better time to shine than during a presentation – especially with today’s committee decision-making process. In this session, you’ll learn methods to prepare your audience and shift their attention to you, understand how to ensure that your audience retains your unique benefits, and take away a list of best practices that you can immediately implement in the field.

Education

Chris Peterson

Principal, Vector Firm

Thought Leader

5

Thursday, Nov 09

1:45PM - 2:45PM

201

Help Desk Efficiency & Customer Service

In this session, we’ll share 3 ConnectWise business beliefs and 5 best practices, along with how to implement them in real life. Plus:

Education

David Furst

Business Consultant, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

201

Maximize the Power of ConnectWise Manage™ & ConnectWise Automate™

Here's where you'll get the inside scoop on using ConnectWise® Manage™ & ConnectWise® Automate™ together to maximize efficiency. We'll walk you through status and priority mapping, ticket category mapping, passing time to tickets, scripting tips when updating tickets, adding script notes to ConnectWise Manage tickets, and much more.

Education

Mitchell Rollo

Education Consultant, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

401

Moving from MSP to CSP

Is your business competing - and winning - in the cloud? Join Jamison West as he shares key shifts you must make in your business to become a successful cloud service provider.

Education

Jamison West

CEO/Founder, Teamatics

Thought Leader

5

Thursday, Nov 09

1:45PM - 2:45PM

401

Multi-Branch Operations: Successfully Running Two, Four, Ten, and Forty Locations

A 1mm population metro has 3,758 businesses with 10 to 99 employees: 25% make good MS accounts. If you’re OML 3.5, and win 10% of 25%, you’ll be $10mm; $50mm means multiple cities. Join Paul Dippell, CEO of Service Leadership, to learn what it takes to get to 9, 14, 18 or 44 locations, from someone who’s been there.

Education

Paul Dippell

Chief Executive Officer, Service Leadership

Thought Leader

5

Thursday, Nov 09

1:45PM - 2:45PM

101

Product Setup Foundations

Become an expert in product setup, including class, type, category, subcategory, pricing, attributes, Min SOH, and serialize. Learn about:

Education

Sarah Jasim

Premium Support Consultant, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

101

Avoiding Time Leak

Accurate time-tracking leads to accurate billing and reporting...and more profit! Every potentially billable minute that falls through the cracks is costing you money. Get familiar with the ConnectWise® tools designed to stop time leakage  - from time nags and stopwatch to email tags and my calendar. Learn how to spot hidden time in time sheets, and see how the mobile app simplifies tracking time in the field.

Education

Renee Bergstresser

Education Consultant, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

401

Rebranding – What is Your Brand Telling your Prospects, Clients and Colleagues?

What do you think prospects take more seriously - a flat rate proposal from Techvera, or a block time bid from "Geeks on Wheels"? A complete rebrand is a serious endeavor, and this is a subject that many companies in the IT field take for granted. This session will cover my company's rebrand, why we did it, budgeting, and successes and failures through the process. A helpful Q & A time will provide additional insight.

Education

Reese Ormand

Chief Executive Officer, Techvera

Thought Leader

5

Thursday, Nov 09

1:45PM - 2:45PM

301

Recruiting and Retaining Top Talent in IT

Attracting and recruiting talented IT professionals is one of the greatest challenges we face in this industry. The demand is far greater than the supply. Many IT professionals are constantly on the search for new opportunities, making it important to manage and motivate them to avoid turnover. In this session,our goals include learning the dos and don'ts of recruiting IT professionals and retaining IT talent, and understanding what motivates IT professionals, including strategies for growing IT talent with training, on-the-job coaching, and professional development. We'll also cover how to work effectively with different IT personality types.

Education

Mary Sumner

Chief Information Officer, Sumner Group, Inc.

ConnectWise Partner

5

Thursday, Nov 09

1:45PM - 2:45PM

201

Setting the Right Expectation for Your Sales People (and Yourself)

As you build and evolve your sales team it is critical that you know what can be accomplished, not just what you hope can be accomplished. Our industry loses sales people at alarming rate. We hire from outside the industry, invest in training, and then they leave. This is bad for our industry and bad for you! Our experience tells us it is due largely in part to improper expectation setting. Repeatedly we work with sales people who want to perform. We work with clients who complain about lazy sales people. This session will explore how to keep everyone’s expectations transparent and in the forefront.

Education

Josh Peterson

Founder & CEO, Bering McKinley

ConnectWise Partner

5

Thursday, Nov 09

1:45PM - 2:45PM

301

Solving Real Life Problems with ConnectWise

Geared toward networking, this session is an opportunity for open discussion on the issues many businesses experience, and how to solve them using ConnectWise® solutions.

Education

Matthew Maiorano

Lead, Consulting Services, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

101, 201, 301

Networking Session - Cool Tools

Pull up a chair and join a round table discussion on cool tools. What’s everyone using? Have you built something yourself? Chat with your peers to see what integrations are working for their business, and making their lives easier.  *This discussion is not a vendor product promotion platform*.

Networking

5

Thursday, Nov 09

1:45PM - 2:45PM

101, 201, 301, 401

Panel: Millennials

The growing need for understanding the millennial workforce is commonly met with uncertainty and sometimes frustration. Join this panel discussion to learn how industry leaders are embracing the unique qualities and capabilities of the millennial generation and creating a culture that attracts, inspires, and retains them.

Panel

ConnectWise Partner

5-6 Labs

Thursday, Nov 09

1:45PM - 4:05PM

101

1 Labs

Workflow Rules Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Take advantage of this workflow rules lab to learn how to manage your business more efficiently, reduce administrative costs, and improve response times. You'll learn how to prevent items from falling through the cracks while fostering accountability, and how to monitor contract, license, and warranty expirations proactively.  Note: Limited to 50 participants

Hands-On Lab

David Watts

Consulting Team Lead, ConnectWise

ConnectWise Colleague

5-6 Labs

Thursday, Nov 09

1:45PM - 4:05PM

201

API Lab - Extend ConnectWise Functionality Through API's

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Using the ConnectWise® API library to maximize your experience is easier than ever. Join the platform team as they apply powerful ConnectWise Manage™ APIs to transform your data into actionable business insights.  This is a do-not-miss interactive lab for partners looking to take ConnectWise Manage out of the box. Note: Limited to 50 participants

Hands-On Labs

Corey Fogg

Manager, Platform Support, ConnectWise

ConnectWise Colleague

5-6 Labs

Thursday, Nov 09

1:45PM - 4:05PM

101

2 Labs

Report Center Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment; you just bring your laptop. We’ll cover:

Hands-On Lab

Scott McQueeney

Senior Education Consultant, ConnectWise

ConnectWise Colleague

5-6 Labs

Thursday, Nov 09

1:45PM - 4:05PM

101

2 Labs

Sales Flow Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Are you new to the sales process within ConnectWise® Manage™? Join this lab to get hands-on experience with the available sales tools, including activities, opportunities, and dashboards. You will learn everything you need to know about the sales process, including a review of the pipeline to establish the proper sales flow in Manage. This hands-on lab will take you all the way through to conversion, which ensures that your won opportunity turns into the correct record, whether it be a ticket, project, or agreement. Note: Limited to 50 participants

Hands-On Lab

Patrick Shields

Consultant, ConnectWise

ConnectWise Colleague

5

Thursday, Nov 09

1:45PM - 2:45PM

101

Turning Quotes into Orders

Now that you have the approved quote, let’s show you how to turn that approved quote into a Sales Order, Project, Service Ticket or Agreement. We will even show you how to take that order to an electronic purchase order and sync with ConnectWise Manage Procurement with the ConnectWise Sell Electronic Orders feature.

Education

Sam Demulling

Product Manager, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

101

11

Building a Sales Process with ConnectWise Manage™ and ConnectWise Sell™

Sales is at the heart of your business, so it's essential to keep it beating strong. Join this session for insight into building a repeatable sales process using ConnectWise® Manage™ and ConnectWise Sell™. You'll learn how to define and refine your process using opportunity statuses and stages, plus gain a working knowledge of how to use quote templates and the success list as tools to help better your sales results.

Education

Calvin Johnson

Business Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

101

Building a Workplace Philanthropy Program into Your Company Culture: How to Get Started

There's no greater feeling than knowing you're making a difference. And let's face it, doing good is good for business. But building a corporate philanthropy program can take time and energy, and many companies don't know where to start! In this session, we'll discuss five easy ways and the best practices to get you started building a philanthropy program into your company's cultural DNA - a move that will help create lasting relationships between your business, community, and employees.

Education

Heather Ptak

Manager of Community-Events, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

101

Conquer Social Media Marketing with ConnectWise Campaign™

Social media dramatically impacts life today, and can be a highly effective - even essential - part of your company's marketing plan. This session will share best practices for social media marketing, and show you how ConnectWise® Campaign™ makes it easy, and helps you reach more leads, faster.

Education

Travis Furlan

Education Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

101

9

Customizing Your Help Desk

Anything you do to improve your help desk is likely to result in greater efficiency, and increased customer satisfaction. This session will look at customizing your service board and statuses, establishing help desk processes, and creating workflow rules to streamline operations.

Education

Sarah Reamer

Business Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

401

Effective & Affordable Online Advertising using Google AdWords

Back by popular demand! Does anyone click on ads anymore?  Are they even still relevant?  While it’s true that many people tend to ignore sponsored links, it’s also true that millions of people click on these links and transact business with the companies advertising on them. If you are new to Google AdWords, or have tried it before without much success, I can show you how to optimize your website and your AdWords campaign to minimize wasteful spending, and focus on likely buyers. This session will demonstrate some tips and tricks in setting up Google AdWords to ensure you are spending your money wisely to give you a maximum return.  Setting up an AdWords campaign is pretty straightforward, but optimizing it to work well is not. I will show you how to tune your ads so that you are only reaching out to those most likely to buy your services.

Education

Allan Walters

Director of SEO & Marketing, W. O'Donnell Consulting

Thought Leader

6

Thursday, Nov 09

3:05PM - 4:05PM

401

Finding Unknown Problems

Today it’s common for customers to use online resources to create their solutions, and then invite MSPs to compete in a price war. The best way to stay in front of the sales cycle is to find unknown problems for your customers and prospects, and bring them the solution. In this session, you’ll take away a proven methodology for identifying problems within your accounts, and best practices for raising the topic with your customer or prospect.

Education

Chris Peterson

Principal, Vector Firm

Thought Leader

6

Thursday, Nov 09

3:05PM - 4:05PM

301

10

Forecast & Resource Reporting

Are you ready to leverage the power of scheduling? In this breakout session, we will review the setup and processes necessary to obtain the most accurate forecasting and resource reporting. We will cover it all - from dispatching to time entry to utilization reporting. By the end of this session, you will have the tools necessary to track and budget your company’s most valuable assets: your resources.

Education

Steffanie Bishop

Business Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

401

Legacy – It’s a Lot Bigger Than You Think

We’ll dive into what makes up a personal and business legacy. Although connected, they are very different.  As Steven Covey famously said, “Begin with the end in mind."  That is so true if you want to reach a desired outcome from your life and business.  You can’t get to where you want to go if you have no idea what the destination is.  We’ll share many different facets of legacy – legal, financial, digital, and risk, along with others.  You’ll leave with templates to guide you through creating a personal and business legacy with tactical steps on how to create your roadmap to the future.

Education

Arlin Sorensen

Chief Executive Officer & Founder, HTG

Thought Leader

6

Thursday, Nov 09

3:05PM - 4:05PM

201

Modern Management: What Works in the Real World (and What Doesn't)

Leaders often struggle holding their colleagues accountable for achieving goals. Projects and tasks frequently fall overdue, or Metrics/KPIs are not reaching the desired performance standard. What should you do when this happens? How do you have those tough conversations with your team? What is the best way to motivate your people to perform to their potential?

Education

Jeanine Edwards

Chief Experience Officer, Xcellerate

ConnectWise Partner

6

Thursday, Nov 09

3:05PM - 4:05PM

201

Onboarding & Offboarding Employees ConnectWise Manage™

Properly onboarding a new employee takes more than showing them where their desk is. Formalizing processes is the key to guaranteeing a successful onboarding or offboarding experience. Your new colleague needs the appropriate information and training to be set up for success. This breakout will help you centralize a method by defining, documenting, tracking, and automating your processes in ConnectWise®. You’ll learn how to streamline these processes using project templates, tracks, and service boards. Remember - if it’s not in ConnectWise, it didn’t happen.

Education

Charlie Lawrence

Education Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

301

11

Patch Manager Policy Guide

This session is designed for you to build on your existing knowledge of ConnectWise™ Automate™ patch management. Learn background processes, configure and customize solutions, and brush up your basic patch troubleshooting skills.

Education

Chris Behrend

Education Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

101

SLA Setup Foundations

Service level agreements are key to setting expectations and developing trustworthy relationships with your clients. In this session, we'll discuss the basics of SLAs, from setup to reporting. Topics will include SLA priorities, applying SLAs to tickets, and how to measure SLA performance.

Education

Neil Perkins

Business Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

201

Streamline IT: Setup Options & Suggested Practices

If you're asking what's Streamline IT, and why is it useful for me, we'll answer those questions, plus share how to set up a Streamline IT client location, create Sreamline IT members, and configure security. You'll also learn how to create a Streamline IT email connector and service board, and create a process to manage Streamline IT tickets that are escalated to your help desk.

Education

Renee Bergstresser

Education Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

401

Pricing and Packaging Strategies to Dramatically Increase Recurring Revenue

Gary Pica is back with his most popular topic. Our industry is changing rapidly so don’t miss this updated session that offers proven methods for pricing and packaging your IT service offerings. The service offering is at the center of every MSP’s success.  Many MSPs are negatively impacting sales and profitability and they don’t even know it! If your recurring revenue is not increasing each and every month, you need to hear what Gary has to say.

Education

Gary Pica

Chief Executive Officer, TruMethods

Thought Leader

6

Thursday, Nov 09

3:05PM - 4:05PM

401

Breakout Session by Eric Rockwell

Abstract coming soon!

Eric Rockwell

President, CentrexIT

6

Thursday, Nov 09

3:05PM - 4:05PM

201

Top Procurement Questions Answered

Here's your chance to get info on everything procurement:  workflow rules, tracking inventory, purchasing approvals, returns, tracking freight, special orders, drop ship, inventory transfers, partial receipts, tax on purchase orders, and even scan guns and mobile scanning devices. Arrive full of questions, and leave as an expert.

Education

Sarah Jasim

Premium Support Consultant, ConnectWise

ConnectWise Colleague

6

Thursday, Nov 09

3:05PM - 4:05PM

101, 201, 301, 401

Networking Session - ConnectWise Administrators

Join a round table discussion specifically for ConnectWise® Administrators. Talk shop, share tips and tricks, and meet others who have walked a day in your shoes!

Networking

6

Thursday, Nov 09

3:05PM - 4:05PM

101, 201, 301, 401

Panel: Interview Best Practices

Bad hires can be costly to your business, as well as cause workplace stress.  Join this panel to learn top interviewing: tips, misconceptions, and “no-no’s” that will ensure your future hires are an ideal fit for your team, and capable of performing all functions of the job role.

Panel

ConnectWise Partner

7

Thursday, Nov 09

4:30PM - 5:30PM

201

Achieving the ConnectWise Dream

Reach your full business potential using all ConnectWise® solutions to automate business processes from beginning to end. This session will show you how to automate EVERYTHING to help gain greater insight into your business operations, eliminate Silos of Chaos™ that halt productivity, create smooth project hand-offs between your teams, get clearer visibility into your business operations, and gain insight for strategic growth.

Education

Mitchell Rollo

Education Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

301

Advanced Configurations

Dig deeper into ConnectWise® to learn more about marketing and sales configurations, how to maintain an accurate service history, ways to effectively use custom questions, and steps for storing sensitive information.

Education

Aaron Boone

Senior Business Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

301

Advanced Report Writer

Are you looking to take your Report Writer reports to the next level? In this session, our experts will cover topics that include expressions, adding sub-reports, advanced field settings, URLs, and finding data with multiple joins. You’ll leave with the in-depth knowledge you need to get the most out of your reports and dashboards.

Education

Brandon Coleman

Business Intelligence Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

301

An Intro to StratOp: How to Gain Perspective and Seize Control of What's Important Now in Your Business

Can you comfortably say you feel in control of what's most important in your business? If the answer is no, you're not alone, and this opportunity is made for you. StratOp is a 3-day guided process that gives you perspective on all of the strategic, financial, and operational parts of your business to help you know exactly where you stand. We'll share trends analysis and tools you can use to strategically plan for your success.

Education

Callen Sapien

Strategic Planning & Operational Development Manager, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

101

Configurations Setup Foundations

Are you making the most of ConnectWise® Manage™? This session will help you determine if you're using the full capabilities of this powerful solution. We'll walk you through examining audit reports, and show you how to remedy shortcomings, so you leave ready to strengthen your business process using all ConnectWise Manage benefits.

Education

John Lore

Business Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Create an Industry Winning Strategy for Your MSP Business - Lab

Many companies believe they have a strategy, but typically, they’ve really just completed an exercise in goal setting. And while goal setting is important, setting targets is not creating strategy. Strategy is understanding how your industry is likely to play out, and getting very clear on the key strategic moves your company needs to make to be positioned for success, both now and in the future.  Join this interactive workshop to learn Xcellerate’s step-by-step process in making strategic decisions. Then create a strategic plan for your business with a simple, but effective one page form that will provide direction and focus for your team.

Hands-On Lab

Jeanine Edwards

Chief Experience Officer, Xcellerate

ConnectWise Partner

7

Thursday, Nov 09

4:30PM - 5:30PM

201

Decrease Outstanding Accounts Receivable & Increase Cash Flow

Do you cringe at the thought of how much money is left on the table due to unpaid invoices?  A thorough collections process can take a significant amount of your finance team's time, which can cost you even more money. In this session, we'll cover the entire collections process, from the initial dunning notification to deactivating time entries. These steps will not only save you time, but will assist you with collecting on past due invoices. If you've ever wanted to automate your collections process, then you don't want to miss this breakout.

Education

Mike Heaton

Business Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Defining Your Personal Wealth and Business Value Targets

Legacy is about much more than money, but let’s be real. Without money, it is hard to go anywhere, or do much of anything. There are two key numbers you need to define, and then create a plan to achieve. Your Personal Wealth Target (PWT) is the wealth you want to accumulate by the time you stop earning a paycheck every two weeks. It’s the sum of money that will fund your lifestyle after you are no longer working.

Education

Arlin Sorensen

Chief Executive Officer & Founder, HTG

Thought Leader

Page not found

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Operational Efficiencies and the Customer Experience

As our industry continues to commoditize, the customer experience has become the single most important element of becoming a top MSP. How do you build an organization and process that delivers a consistently high level customer experience? It starts with operational efficiency – but that’s only the beginning. During this session, veteran MSPer Shael Risman of PACE Technical will share his lessons learned while scaling his MSP revenue and profitability. During this session you will learn 3 key metrics that impact operational efficiencies, specific roles and processes that drive the customer experience, the most common mistakes that slow your growth and profitability, and how to use company culture as a sales differentiator.

Education

Shael Risman

Chief Executive Officer, PACE Technical

Thought Leader

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Optimizing a Project Practice - Project Profitability and Quality in an MSP Firm

Becoming an MSP is hard enough; doing profitable, quality projects along the way can be a struggle. It's easy to mistakenly think the projects practice must be a low-profit enabler of MRR, and find it hard to coordinate the two teams. Join Paul Dippell, CEO of Service Leadership, and learn how to tame the two-headed beast.

Education

Paul Dippell

Chief Executive Officer, Service Leadership

Thought Leader

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Proactive Account Management

There is a difference between customer satisfaction and customer success. In this session, we’ll teach the concept of customer success, and what it means to you and your clients. Specifically, you’ll take away methods to manage your accounts in a strategic and organized manner, learn how you can get in front of your customers’ challenges and drive the solutions, ultimately selling them more services.

Education

Chris Peterson

Principal, Vector Firm

Thought Leader

7

Thursday, Nov 09

4:30PM - 5:30PM

101

8

Projects Mini Hands-On Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Are you in the beginning stages of leveraging projects within ConnectWise®? Join this lab for a hands-on experience in the process of projects, including the creation of projects, dispatching tickets, creating add-on phases, closing and invoicing projects, and interpreting impact on the financial dashboard. Note: Limited to 50 participants

Hands-On Lab

Sarah Spekczynski

Partner Support Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

301

Support the ConnectWise Way

Get the insider view of why ConnectWise® support stands out. We'll discuss the growing pains and lessons learned that got us where we are today. Topics to be touched on include the importance of a knowledge base,utilizing chat to improve efficiency, developing internal processes to scale up your support team, and how to run a 24/7 operation using ConnectWise® Manage™. We'll take a look at transforming support in the future, and help you streamline your support team focusing on the metrics, tools, and structure we've found to be successful.

Education

Jacob Coffman

Senior Support Services Manager, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

201

Technology Strategy Meetings - QBRs Evolved!

For many years, Red Key has been developing a Technology Strategy Meeting (TSM) process which increases client retention and trust, generates new revenue and projects, closes technology risks, and differentiates you from other MSPs. They'll share points on the purpose, frequency, and scheduling of regular strategy meetings/QBRs, who should attend, a simple agenda that works, and relevant reports to bring to the meetings.

Education

Alex Markov

President & Co-Founder, Red Key Solutions

ConnectWise Partner

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Picanomics 2.0: The New MSP Math

During this advanced session, industry leader Gary Pica will share a proven framework that will drive massive results in your business.  Gary’s Framework will help you make more profitable decisions and shorten your timeframe to reach financial goals. Session content will include both macro and micro economic principles for MSPs.  You will take away ideas that you can immediately implement to improve results. During this session you will learn:

Education

Gary Pica

Chief Executive Officer, TruMethods

Thought Leader

7

Thursday, Nov 09

4:30PM - 5:30PM

101

User Centric

The need to implement and simplify a user-centric billing model increases as the demand from customers transitions to a user-designed experience for IT services. Join Topher Barrow as he discusses the “what” and “why” behind user-centric, setup and use of the UserCentric tool, contact import and billing, and more. Finally, he'll share some quick tips to ensure you’re accurately invoicing your customers. You’ll leave this breakout with the best practices you need to ease billing burdens at your business!

Education

Topher Barrow

Product Manager, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

401

Transforming Your MSP into an MSSP

You have a trusted and lengthy relationship with your customers, but now want to expand your business to include the opportunities within the IT Security arena. How do you communicate this without customers feeling you’ve been leaving something off the table in your current offerings? This session will provide the path and communication strategies to move you beyond an MSP, and enable future MSSP functions.

Education

John Ford

President, Sienna Group

Thought Leader

7

Thursday, Nov 09

4:30PM - 5:30PM

101

The Power of Workflow Rules in 2017.6

Get an overview of the ConnectWise Manage™ 2017.6 UI update. We’ll review the new design, along with added features and benefits:

Education

Renee Bergstresser

Education Consultant, ConnectWise

ConnectWise Colleague

7

Thursday, Nov 09

4:30PM - 5:30PM

101, 201, 301, 401

Networking Session - Keeping Employees Happy

Join a round table discussion on keeping employees happy and engaged. Learn what your peers are implementing in areas like tech gamification, salary and bonus structures, and incentives. Take home actionable items that will increase retention and employee satisfaction!

Networking

7

Thursday, Nov 09

4:30PM - 5:30PM

101, 201, 301, 401

Panel: Mergers and Acquisitions

With competition in the market getting more fierce by the day, how do you know if you’re making a solid investment or wasting your time? Where do you start? What questions do you ask? Come to this panel on mergers and acquisitions to get some insight from those who have been there before.

Panel

ConnectWise Partner

7

Thursday, Nov 09

4:30PM - 5:30PM

Quoting Mini Lab

Abstract Coming Soon!

Hands-On Lab

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

201

3

Automating the Sales Cycle with ConnectWise Manage™

Managing every step of the sales cycle is critical to your success. During this session, our experts will show you the tremendous difference ConnectWise® Manage™ can make in this process. Learn to apply tracks to your marketing efforts, use workflow rules to ensure existing opportunities are kept moving forward, track lost opportunities, and make sure won opportunities are converted.

Education

Matthew Maiorano

Lead, Consulting Services, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

401

IoT Industry Trends & the Managed Services Opportunity

IoT & digital transformation are quickly becoming strong business imperatives across all company sizes. With many new devices getting connected to the network, there is fast growing market opportunity by providing a secure, managed IoT platform. Additionally, line-of-business functions outside of IT continue to be more influential, and are driving IT budget decisions. In this session, we’ll discuss ways you can capture line-of-business budget with IoT managed service solutions that deliver real business outcomes. You will learn about new industry insights and IoT trends, supported by real life use examples that demonstrate the opportunity with both IT & LoB buyers.

Education

Andres Sintes

Global Senior Director, WW Partner Organization – IoT, IoE & Solutions Partner Sales and GTM, Cisco

Thought Leader

8

Friday, Nov. 10

10:30AM - 11:30AM

101

ConnectWise Enhancements You May Have Missed

ConnectWise®Manage™ is frequently adding new enhancements to help make your experience that much easier. With all these great improvements in each release, it can be hard to keep up with the ones that have the most beneficial impact on your day-to-day processes.  In this session, we will review some important enhancements that have been recently released, and even give you a sneak peek of some things that are coming soon.  Get ready to catch up on what you might have missed with ConnectWise Manage.

Education

April Taylor

Senior Product Manager, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

301

Employee Utilization & Chargeability Reporting

Is the majority of your employees' time spent making money for your business? If the answer is no, or you're not sure, join us to take a look at the topic of employee utilization and capacity management. We'll show you how to get clear visibility to the facts you need with a variety of valuable reports including billable hours "forecast to actuals", employee utilization and chargeability data, and time billing.

Education

John Lore

Business Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

301

11

Financial Dashboard Deep Dive

Your financial dashboard can reveal your business health at-a-glance, helping you make immediate and long-term strategy decisions. But do you know what to look for and where to find it? This session will take a deep dive into what is available in your dashboard, and where. Get a better understanding of how the dashboard functions on a monthly basis, where data is pulled from, and the "hot spots" you need to keep an eye on.

Education

Jeanine Sullivan

Senior Business Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

101

General Ledger Setup Foundations

Could you use a little expert advice about setting up your general ledger? ConnectWise® is here to help with this session exploring the foundations of GL setup. We'll go over topics including GL accounts setup table breakdown, mapping different levels of granularity, impacts of the company structure, and integrating with QuickBooks.

Education

Ali Orcel

Business Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

201

HR Inside ConnectWise Manage™

Find out how ConnectWise® Manage® can simplify HR responsibilities in your company. This session will cover employee onboarding using Project templates, handling vacation and PTO requests, tracking and using agreements for time accruals, and charge codes for time sheet entries.

Education

David Furst

Business Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

401

M&A - Post-Acquisition Integration: Avoiding the Common Failure Point of M&A

In the IT business, as across all industries, more than 70% of M&A transactions fail to deliver their intended outcomes. The biggest reason is poor post-acquisition integration. Whether you’re a possible buyer or potential seller, join Paul Dippell, CEO of Service Leadership, to find out how to get the real M&A outcome you want.

Education

Paul Dippell

Chief Executive Officer, Service Leadership

Thought Leader

8

Friday, Nov. 10

10:30AM - 11:30AM

101

Coming – May 2018 the EU GDPR Regulation You Do Not Want to Ignore

All businesses that provide services to EU citizens must comply with the upcoming Data Protections Regulation (GDPR), including internationally-based organizations. This is the biggest change to data protection regulations in Europe in 20 years, and goes into effect May 2018, bringing increased levels of protection and rights for individuals in the management of personal information. Non-compliance results in punitive damages – fines up to 4% global turnover, or up to $24 million, whichever is higher. Learn how you can protect your clients, prevent falling foul of trading with EU customers, and create a new revenue stream.

Education

Austen Clark

Managing Director, Clark Integrated Technologies

ConnectWise Partner

8

Friday, Nov. 10

10:30AM - 11:30AM

101

Monitoring 101

Join this session to get acquainted with all the basics of monitoring with ConnectWise® Automate™. We'll cover both internal and remote monitoring, including system and network monitors, and help you get familiar with alert templates. You'll leave more confident in your ability to stay on top of your clients' IT networks and devices.

Education

Scott McQueeney

Senior Education Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

401

PracticeBuilder Strategies: How to Design Your Breakthrough Practice for Profitable, Scalable, Sustainable Growth

Back by popular demand — specifically for business owners: growing your business to be sustainable requires a strategic plan - what you’re going to accomplish and why you’re going to do it. Yet, selecting the right destination requires foresight and insight. In this enlightening and engaging workshop, you’ll examine where you want to go, and why you want to get there, so that you can create a strategy that creates sustainable and profitable growth for your company. You’ll leave the session with a personalized one-sheet strategy document that drives your breakthrough business strategy, and clearly defines your destination.

Education

Mark S. A. Smith

Thought Provoker, Bija Company

Thought Leader

8

Friday, Nov. 10

10:30AM - 11:30AM

301

Procurement Made Simple with Electronic Ordering

This session covers what you need to know to use electronic ordering to simplify the procurement process. Learn about setting up order profiles and vendors, creating purchase orders in ConnectWise® Manage™, quick orders vs. full electronic orders, and how to place orders with your vendors.

Education

Mitchell Rollo

Education Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

201

Project Management Inside ConnectWise Manage™

Do you want to optimize the setup of your projects? In this session, we will show you that the key to streamlining this process begins in ConnectWise® Sell™ Learn how the product setup not only drives sales forecasting, but also impacts your invoicing potential. Discover new ways to use ConnectWise Sell to manage opportunities, and finish the process by using ConnectWise Manage™ to work the project and create the invoice. Leave this session as a master of the flow from ConnectWise Sell to ConnectWise Manage – it will make a HUGE difference!

Education

Charlie Lawrence

Education Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

101

7

Projects Mini Hands-On Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Are you in the beginning stages of leveraging projects within ConnectWise®? Join this lab for a hands-on experience in the process of projects, including the creation of projects, dispatching tickets, creating add-on phases, closing and invoicing projects, and interpreting impact on the financial dashboard. Note: Limited to 50 participants

Hands-On Lab

Sarah Spekczynski

Partner Support Consultant, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

201

Service Workflow Rules to Transform Your Business

Join this session to learn SIEM tools for antivirus protection, malware protection, web filtering, policy change management, endpoint modeling, email threat protection, vulnerability scanning, intrusion prevention, and log review. In addition to reviewing common tools, we will also discuss how to use intelligent agents to pass only relevant events into ConnectWise for incident response.

Education

Darren Drewitz

Service Manager, Imagine IT

Thought Leader

8

Friday, Nov. 10

10:30AM - 11:30AM

201

Supercharge Your Google AdWords Campaign - Live Lab

You already have Google AdWords, and you are already getting impressions and clicks. You might have even gotten some leads, and closed a deal or two.  But you just know down deep in your bones that you have not really optimized your campaign.  You know there are a million things you could be doing that would improve the results even further.  Maybe you are wasting money, maybe you could be getting more clicks, maybe you could get a higher conversion rate if your landing page was better.  Not only will you learn about these things in this lab, you will actually be able to fix them on the spot.  W. O’Donnell Consulting, Inc. will guide you through your own AdWords account, and point out things to fix during the class to improve your campaign’s overall effectiveness.  You will log in to your AdWords account during the session and be able to make changes live. Note: Limited to 50 participants

Hands-On Lab

Allan Walters

Director of SEO & Marketing, W. O'Donnell Consulting

Thought Leader

8

Friday, Nov. 10

10:30AM - 11:30AM

101

The State of Cyber Security

Cyber security is a new line item for most owners, executives, and presidents, and most are trying to determine a reasonable approach for their company. End users are trying to complete the required tasks of their position, but now must be alert to numerous attack vectors. From end user, to manager, to CEO, to owner, everyone in the company has a responsibility in the company’s cyber security.

Education

Shawn Waldman

Chief Executive Officer/Chief Information Security Officer, Secure Cyber Defense

ConnectWise Partner

8

Friday, Nov. 10

10:30AM - 11:30AM

101, 201, 301, 401

Networking Session - Leaders

Here’s your chance to join a round table discussion for those in a leadership role. Share philosophies, successes, challenges, and best practices in leading teams, and growing your business.

Networking

8

Friday, Nov. 10

10:30AM - 11:30AM

101, 201, 301, 401

Panel: Ideal Team Player

Continue the main stage discussion to talk: “Hungry, Humble, and Smart”. This discussion will focus around tools and framework for hiring, identifying and developing amazing team members.

Panel

ConnectWise Partner

8

Friday, Nov. 10

10:30AM - 11:30AM

101

Marketing Mini Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. You don't want your company to be a well-kept secret, right? Join us for this marketing mini-lab to get expert tips on using ConnectWise® Campaign™ to bring in the leads you want. Learn about getting the most from options in marketing manager, including emails and follow-up activities, and discover other screens that allow you to mine data and have it flow into marketing manager. You'll leave ready to let the world know you're open for business! Note: Limited to 50 participants

Hands-On Lab

Ashley Coleman

Partner Support Trainer, ConnectWise

ConnectWise Colleague

8

Friday, Nov. 10

10:30AM - 11:30AM

101

The 100 Dysfunctions of a Salesperson

Finding a salesperson is easy. Finding a good salesperson is very, very difficult. Why? Because most salespeople are dysfunctional! They don’t follow up, they don’t address objections, they’re arrogant. What can you do about it? Business owners typically just give up and start selling themselves, but this massively limits your growth. Instead, let’s address that dysfunction head on, sort through the salesperson’s issues, and set yourself up to successfully hire a sales superstar.

Education

Alex Rogers

Chief Executive Officer, CharTec

9

Friday, Nov, 10

12:45PM - 1:45PM

101

Branding & Messaging to Attract Prospects

Take a look at rebranding and analyzing your message before moving forward to develop a campaign strategy destined for success. This session will focus on how, when, and why to rebrand your company, as well as how to craft compelling messages to attract target market CEOs, CFOs, and office managers. Leave with a blueprint for building your own marketing plan, and a strategy for success when planning campaigns throughout the year.

Education

Megan Augustine

Marketing Manager, Micro Doctor IT

ConnectWise Partner

9

Friday, Nov, 10

12:45PM - 1:45PM

301

5

Complicated Agreements Made Simple

Agreements streamline your operations and shape your relationshps with your clients, so they need to be meaningful, and easy to understand. This session takes the complications out of agreement creation, walking you through what needs to be considered and covered, including such areas as automated billing, cost tracking, and bundling services.

Education

Charlie Lawrence

Education Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

101

6

Customizing Your Help Desk

Anything you do to improve your help desk is likely to result in greater efficiency, and increased customer satisfaction. This session will look at customizing your service board and statuses, establishing help desk processes, and creating workflow rules to streamline operations.

Education

Sarah Reamer

Business Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

101

Dispatching in Your Organization

Efficient dispatching flows into increased customer satisfaction, and ultimately a more profitable bottom line. This session will take a look at optimizing dispatch flow, including triaging, pre-processing, and scheduling resources on tickets. Explore helpful information about ticket types, sub-types and statuses. Get familiar with "booked up and billable" best practices, including what "paint tomorrow green" can mean for your success.

Education

Ali Orcel

Business Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

101

Email Marketing with ConnectWiseCampaign™

You want to invest your marketing resources in ways that will keep those leads coming in. In this session, you'll learn best practices for email marketing with ConnectWise® Campaign™, formerly CampaignDirector™. Our experts will share tips and tricks for creating professional email campaigns, gathering leads using landing pages, managing your leads list, and much more.

Education

Travis Furlan

Education Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

401

Turn Your Website Into a 24/7 Lead Generation Machine with Search Engine Optimization (SEO)

Back by popular demand! Are you getting leads and closing deals from your website? If you aren’t, you should be. As a fellow IT solutions provider, I’ve been actively using search engine optimization (SEO) for the past ten years, learning and mastering effective SEO. Join me in this session to learn how we are optimizing our website, and getting to the top of search engines. I will share current techniques for getting real leads, more sales, and tracking the ROI from the efforts you put in.  We will cover local and regional optimization strategies so you can reach people in your entire coverage area - not just the city where your office is located. Learn about what Google looks for in ranking pages at the top, and how you can outrank your competitors without having to outspend them. Don’t let an underutilized website cost you leads and sales. If done properly, SEO will turn your website into a 24/7 unpaid salesperson that generates leads, increases sales, and doesn’t take vacation.

Education

Allan Walters

Director of SEO & Marketing, W. O'Donnell Consulting

Thought Leader

9

Friday, Nov, 10

12:45PM - 1:45PM

201

Getting Started With ConnectWiseCloudConsole™

Are you making the most of ConnectWise® Manage™? This session will help you determine if you're using the full capabilities of this powerful solution. We'll walk you through examining audit reports, and show you how to remedy shortcomings, so you leave ready to strengthen your business process using all ConnectWise Manage benefits.

Education

Topher Barrow

Product Manager, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

401

Lessons Learned Around M&A

Two successful companies running well and riding the wave of success join forces to create one larger company. What could go wrong? The leaders of such a company will discuss the lessons they learned while going through such a process. They’ll share what they did, what didn’t work, what they had to do about it, and what they would do differently.  From getting the company ready, to evaluating targets, to the logistical, process, leadership and culture issues they faced, Jake, Buddy and David will share lessons learned from an M&A.

Education

9

Friday, Nov, 10

12:45PM - 1:45PM

201

Motivating Employees with ConnectWise Manage™

Discover how ConnectWise® Manage™ can help you provide employees with the information they need to optimize their job performance. This session covers setting time nag emails, tips & tricks to avoid SLA breaches, notifications for missing time sheets, and streamlining utilization reporting.

Education

Steffanie Bishop

Business Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

201

My Company Deep Dive

This session is all about you, as we take a look at setting up your business in My Company. Find out how to separate billing based on physical location or business unit. Get familiar with security restrictions on items like tickets and agreements. Segment clients by criteria like territories or sales rep. See how to channel revenue into your accounting based on locations or business units. And get the how-to steps for increasing the accuracy of your reporting.

Education

Patrick Burress

Business Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

401

PracticeBuilder Tactics: How to Deploy Your Breakthrough Business Growth Strategies

Back by popular demand — for business owners and executive staff. In this second part of PracticeBuilder - Designing a Breakthrough Business - you’ll discover practical and pragmatic tactics to get to your destination - a profitable, scalable, sustainable business. In this session, we’ll focus on customer acquisition. That means finding the right customers, fast, because bringing in the right business solves so many problems. You’ll leave this event with a specific roadmap to deploy your breakthrough business.

Education

Mark S. A. Smith

Thought Provoker, Bija Company

Thought Leader

9

Friday, Nov, 10

12:45PM - 1:45PM

301

Need to Integrate? We Have a Zap for That

If you have used ConnectWise and always wanted to integrate and exchange data with popular cloud-based applications, this session is for you. You will learn how to integrate ConnectWise with cloud-based applications using Zapier and exchange data with ConnectWise. Zapier allows for custom integration with NO programming. You will leave this session with the ability to connect your ConnectWise to applications with Web-based APIs and still not be a programmer.

Education

Chris Webb

President, IT Works Co.

ConnectWise Partner

9

Friday, Nov, 10

12:45PM - 1:45PM

301

Sell More, Serve More, Make More, and Be Happier

Tired of hearing about all the world-class MSP results that are possible, but without the down-to-earth steps to get there?  If you're looking for hard-nosed results and tactics to get you there, this session is for you. We will be detailing the framework to navigate from where you are today to an MSP that generates world-class results, picks its own clients, has world-class culture, and a ton of fun!  This session will be packed with powerful tips from someone who has actually done the work to get the results, and is still doing it today - a can't miss class for true entrepreneurs!

Education

Ari Santiago

Founder & President, IT Direct

ConnectWise Partner

9

Friday, Nov, 10

12:45PM - 1:45PM

401

The Next Hat You Need to Wear

Leaders of IT Nation companies are already doing everything from sales management to facilities management. Join Jamison West to learn why they need to be asset managers as well. Hint: What is your company's biggest asset?

Education

Jamison West

CEO/Founder, Teamatics

Thought Leader

9

Friday, Nov, 10

12:45PM - 1:45PM

401

MSSP Enablement: Advancing the Security Conversation

You’re solving your customers’ IT needs, but how can you advance the security conversation? Knowing their regulatory or contractual requirements, along with determining their security posture, provides a picture of what can be provided. Assessments are a tool to provide this information, but knowing what kind of assessment to use, and when to position them, is vital to moving the security discussion forward. This session will discuss the various types of assessments, plus how and when to position them for continued success.

Education

John Ford

President, Sienna Group

Thought Leader

9

Friday, Nov, 10

12:45PM - 1:45PM

101, 201, 301, 401

Networking Session - Pricing & Packaging

Are you bundling your services, or offering everything ala carte? What does your pricing structure look like? Join this round table discussion to explore what’s working for your peers, and what modifications you should be making to your current pricing and packaging.

Networking

9-10 Labs

Friday, Nov.10

12:45PM - 3:05PM

101

1 Labs

Invoicing & GL Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. You can be amazingly productive, but if your billing process is lacking, your business could be headed for trouble. In this session, we'll take a look at invoicing in ConnectWise® Manage™, including generating standard and special invoicing and agreements. We'll also examine GL accounts, which ones your company may need, and how to set them up. Plus, you'll get an understanding of how GL accounts map items on invoices.
Note: Limited to 50 participants

Hands-On Lab

Kate Heuker

Senior Partner Support Consultant, ConnectWise

ConnectWise Colleague

9-10 Labs

Friday, Nov.10

12:45PM - 3:05PM

201

Procurement Hands-On Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. If procurement plays a part in your professional role, this hands-on lab is like a dress rehearsal for amping up efficiency. We'll run through all the pertinent steps, including: product setup, opportunity conversion, purchasing approvals, creating a purchase order, receiving and shipping, and tracking inventory. Note: Limited to 50 participants

Hands-On Lab

Jessica Jacobs

Senior Manager, Support Services, ConnectWise

ConnectWise Colleague

9-10 Labs

Friday, Nov.10

12:45PM - 3:05PM

201

3-4 Labs

Report Writer Hands-On Lab

Roll up your sleeves and get ready to work. We’ve created the demo environment, you just bring your laptop. Join this session to get an understanding of Report Writer, with an intro to database concepts, reporting views, and guidance on creating our own report.
Note: Limited to 50 participants

Hands-On Lab

Brandon Coleman

Business Intelligence Consultant, ConnectWise

ConnectWise Colleague

9-10 Labs

Friday, Nov.10

12:45PM - 3:05PM

101

Service Automation Inside Manage: Hands-On Lab

Roll up your sleeves, and get ready to work. We’ve created the demo environment; you just bring your laptop. We’ll explore:

Hands-On Lab

Sarah Spekczynski

Partner Support Consultant, ConnectWise

ConnectWise Colleague

9

Friday, Nov, 10

12:45PM - 1:45PM

101

Panel: Overcoming the 5 Dysfunctions of a Team

How are the 5 Dysfunctions of a Team hurting your business? Learn from partners on how to identify the 5 dysfunctions, their impact and practical advice on how to overcome them.

Panel

ConnectWise Colleague, ConnectWise Partner

9

Friday, Nov, 10

12:45PM - 1:45PM

401

The Secret to Growing as a Leader

Tom Brady, who many believe is the greatest NFL quarterback ever, is known to have upwards of 6 coaches that work with him on various parts of his game and life. Many of us hire personal trainers, golf swing coaches, and financial advisors to coach us on building our wealth. Few of us hire a coach to help us think through all the aspects of running a business. Come to this session to learn some practical tools that will help you grow as a leader, and coach your team to more success.

Education

Israel Lang

Executive Consultant, HTG Peer Groups

9

Friday, Nov, 10

12:45PM - 1:45PM

101, 201, 301, 401

Panel: Ask Them Anything

You know the names, now pick their brains! Join the veterans who have seen it all for an audience-driven discussion on topics including: sales strategies, business models, talent development and much more!

Panel

ConnectWise Colleague, Thought Leader

 

Want a version of this info in Excel format?  E-mail your request to Keller.D@NewHavenTech.com.

THE NEW HAVEN APPROACH

At New Haven, we provide visibility to the metrics that you need to improve the success of your MSP practice.  We believe that YOU know best how to manage your business, but that getting access to the information you need to make "informed" business decisions can be daunting.  That's where we come in.
At New Haven Technologies, we provide access to information so that you can make data-driven, informed decisions about your MSP business.  Our service is provided on a month-to-month basis, and starts with a free two-week trial on your network with your data.  We also include customized reporting, dashboards and SmartPhone reports, all at no additional cost as part of the service.  If you are interested in learning more, just “reply” to this e-mail, or point your browser to http://www.NewHavenTech.com/GALLERY to see examples of our work.  We include "custom ConnectWise reports" in your monthly subscription at no additional charge (see http://newhaventech.com/free-connectwise-custom-reports) You can sign up for your free two-week trial at http://www.NewHavenTech.com/Trial
Copyright © 2017 New Haven Technologies, LLC, All rights reserved.


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