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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).
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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
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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!
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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
|
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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
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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
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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.
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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.
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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
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