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Pax8 Beyond

Session Agenda

Early bird pricing now available
$499 USD
$399 USD

Sunday June 11, 2023


1:00pm—7:00pm MT

Welcome Reception

6:00pm—7:00pm MT

Monday June 12, 2023

Registration | Attendee Assistance

7:00am—5:00pm MT

Partner Attendee Breakfast

7:30am—8:30am MT

Pax8 Opening Remarks and Keynote

8:45am—9:30am MT

Panel Spotlight

9:30am—9:45am MT

Rapid Fire Pitches by Gold Sponsors

9:45am—10:00am MT

Keynote Presented by Titanium Sponsor

10:00am—10:20am MT

Vendor Breakout Sessions Hosted by Diamond Sponsors

10:35am—10:55am MT

Pax8 Breakout Sessions:

Ever wonder where you stack up on the business maturity scale on your journey to success? When you think back on how you got to where you are, the business decisions and strategies that provided you meaningful KPIs, what information or resources would have made the process easier? Or maybe you’re still in an earlier stage and working that out.

Take the long view in this powerful explanation of the MSP business journey with Rex Frank. Smile with recognition as he takes you through the stages of growth and development that are common to almost all MSPs; yes, there’s the growing pains and worry, but also the joy over small victories and breakthroughs that keeps you moving forward. And if you’re still figuring it out, you’ll find tips and suggestions to promote efficiency and success as you overcome challenges and refine your processes.

Build a culture of security within your MSP. In this session, Jonathan Mack, Executive Coach, James LaVine, Executive Coach, Matt Lee, Security and Compliance Senior Director, and Dominic Kirby, Director of Cloud Services will share proven strategies for identifying and addressing suspicious requests to keep security at the forefront of every employee’s mind. Discover the actionable steps you can take now to safeguard your business from cyberthreats.

Documentation is what keeps the lights on. Arguably, there is nothing more important than ensuring the life of a ticket is accurately processed. When the system breaks down due to inefficient invoicing documentation, MSPs are at risk of wasting time, resources, and money. In this session, led by Rob Hird, Executive Coach and Chuck Rich, Executive Coach, we walk through key steps MSPs can take to prevent these daily headaches and deliver a streamlined invoicing procedure.

Boost your sales game by avoiding pitfalls and identifying key areas for improvement.

From delegating and scheduling time to focus on sales to networking and developing strong proposals, Jeremy Nelson, Sales Coaching Manager and Keith Marchiano, Executive Coach will help you learn the strategies you need to build client relationships and drive business growth.

11:10am—11:50am MT

Partner Attendee Luncheon

12:00pm—1:15pm MT

Pax8 Breakout Sessions:

This high-level discussion with David Schafran, Strategic Coach Director, will cover the process for a merger or acquisition, as well as potential deal structures and valuation methodologies. This is an ideal session for those new or semi-new to M&A.

Deliver projects on time and on budget with effective project planning. In this session, Josh Moree, Senior Executive Coach, will walk you through the steps of creating a successful project plan, from scoping to invoicing.

Discover what goes into a successful project process, how to develop templates that support your business, and how to use these tools to excel.

Gain insights and best practices for streamlining operations from a panel of experts.

Moderated by Pax8 Director of Peer Initiatives, Chris Kaiser, esteemed panelists, Chuck Rich (Executive Coach), Chris Wicks (Manager of Academy Coaching), and Jonathan Mack (Senior Executive Coach) will cover topics such as the latest tools and technology, critical components of automation, standardization, and documentation, and strategies for training employees, and building company culture.

Bring your questions and learn how to make your business operate at its best.

Marketing and prospecting are essential for driving business growth, but it’s not always easy to know which tactics will work best for your MSP.

From the deep knowledge and expertise of Jeremy Nelson, Sales Coaching Manager and Keith Marchiano, Executive Coach, you’ll learn the top marketing and prospecting strategies used by top MSPs to bring in new clients and keep their sales efforts on track. You’ll walk away knowing how to create a marketing plan that delivers results and discover the key tactics you need to find and connect with potential customers.

1:30pm—2:10pm MT

Pax8 Breakout Sessions:

Managed service agreements (MSAs) can be a key tool for outsourcing functions and securing specialized expertise, but it’s crucial to understand the legal realities surrounding these contracts.

Safeguard your company’s future. Adam Hannemann, Peer Group Facilitator, will guide you through the key considerations to keep in mind when reviewing your MSA. From potential pitfalls to opportunities for protection, you’ll get the knowledge and strategies you need to succeed.

Maximizing the profitability of your business depends on your understanding of the 4 levers of gross margin.

In this informative session, Doug Furst, Executive Coach and Brian Davies, Executive Coach, will guide you through engineer pay rate, billing rate, billable utilization, and fixed fees effective ratio – and show you how to use this insight to understand your gross service margin and its relationship with your profit and loss statement.

Gain insights and guidance on navigating a successful career in technical roles. In this exciting session led by Executive Coach, Nick Newell, you’ll be guided through the various career paths available to technical professionals and the proficiency levels required for success.

From your first day on the job to the heights you can reach by the end of your career, you’ll learn how to map out your path and set your 5-year plan in motion.

Discover how to grow your business engagements and differentiate with industry-specific customer solutions.

Join Pax8 as they explore the opportunity to interconnect social impact activities with business growth. Whether you’re looking to give your clients personalized attention or support the missions of nonprofits, this session will show you how to incorporate social impact into your business.

2:25pm—3:05pm MT

Pax8 Breakout Sessions:

Keep your business on track for success. As a business owner, you need to know the risks that threaten the stability and success of your company. From financial uncertainty to cybersecurity threats, there are dangers that you need to be prepared for.

Matt Lee, Security and Compliance Senior Director, and Dominic Kirby, Director of Cloud Services, will take you through specific strategies for mitigating the impact of these risks and helping to protect your business.

In this comprehensive panel, Rex Frank, VP of Academy will moderate Brian Davies, Executive Coach, alongside coaches and partners as they discuss how to identify leadership potential in employees and candidates, nurture and develop leaders within your organization, and equip your teams with the right leaders to drive success.

Don’t miss this opportunity to learn from the experts and take your leadership skills to the next level.

Build templates inside your PSA and streamline routine jobs for better management. Whether you’re just starting to use recurring service templates or looking to improve your current process, Todd Schorle, Lead Executive Coach, will teach you practical strategies for simplifying your workload and achieving business growth.

Your sales team plays a critical role in driving business growth and cultivating leads. But you need to ensure that you have the right people in place and a compensation plan that keeps them motivated.

In this valuable session, Jeremy Nelson, Sales Coaching Manager, and Keith Marchiano, Executive Coach, will share their insights and strategies for building a strong sales team and keeping them motivated and focused on achieving your company’s goals.

3:20pm—4:00pm MT

Keynote Presented by Proofpoint

4:15pm—4:35pm MT

Pax8 Partner Panel

4:35pm—5:20pm MT

Booth Exhibition

5:30pm—7:30pm MT

Evening Reception

8:30pm—10:00pm MT

Tuesday June 13, 2023

Registration Open | Attendee Assistance

7:00am—5:00pm MT

Partner Attendee Breakfast

7:30am—8:30am MT

Pax8 Opening Remarks and Keynote

8:45am—9:30am MT

Panel Spotlight

9:30am—9:45am MT

Keynote Presented by Microsoft

9:45am—10:05am MT

Vendor Breakout Sessions Hosted by Platinum Sponsors

10:20am—10:40am MT

Pax8 Breakout Sessions:

Are you looking to grow and mature your business for maximum valuation?

In this exciting presentation, Rex Frank and David Schafran will walk you through a detailed 36-month plan to achieve new heights and maximum valuation with your business.

Whether you are a business owner, service executive, finance manager, or sales manager, you’ll find valuable insights and strategies to help you excel. Don’t miss this opportunity to unlock your potential and achieve maximum valuation for your business.

Understanding the threats to your business and your clients’ businesses is the first crucial step to mitigating them. The next is to develop a strong security practice. Matt Lee, Security and Compliance Senior Director, and Dominic Kirby, Director of Cloud Services will help you learn the basics of a control framework for both you and your clients’ businesses, and how to communicate what it is to them effectively. Aligning to Center for Internet Security (CIS) Controls v8 can increase your defensibility, confidence, and, ultimately, profit.

According to Forrester, women control 80% of total household purchasing power. Customer-obsessed businesses realize the need to get to know their clients better, yet the recruitment and retaining of women in technology organizations have stagnated over the years. Statistics show that women are not entering into tech, and those who do leave early. However, the data proves diverse workforces outperform. Deloitte Insights found that inclusive cultures were twice as likely to meet or exceed financial goals, three times more likely to be high performing, six times more likely to be innovative and agile, and eight times more likely to achieve better business outcomes.

Join this panel to discover how to capture the value of women you have within your organization, ways to recruit diverse talent, and build a safe and inclusive culture to improve retention.

A strong sales culture is essential for driving business growth and attracting new clients. But how do you get everyone in your organization on board with sales efforts?

In this interactive session, Jeremy Nelson, Sales Coaching Manager and Keith Marchiano, Executive Coach will show you how to motivate your team to work on sales in a positive and proactive manner. Whether you’re looking to boost your sales numbers or simply want to create a more cohesive and driven team, you’ll come away with the tools you need to succeed.

10:55am—11:35am MT

Partner Attendee Luncheon

11:45am—1:00pm MT

Vendor Breakout Sessions Hosted by Platinum Sponsors

1:15pm—1:35pm MT

Pax8 Breakout Sessions:

Having a clear mission, vision, and values is crucial for driving business growth and attracting and retaining clients. But where do you start in developing and implementing these important components in your organization?

Brian Davies, Executive Coach and Chris Kaiser, Director of Peer Initiatives will show you how to use the mission-vision-values model to accelerate growth in your business. By the end of this session, you’ll have a roadmap for leveraging this powerful tool to achieve success.

A failure to properly integrate a product into your stack could lead to abandonment. This common problem among MSPs can result in wasted time, effort, and resources. In this session, you’ll discover how ITSPs and vendors can transition from misalignment to optimally positioned by successfully integrating a solution into your stack.

Propel your business forward intentionally while eliminating daily distractions. In this session, Nick Newell, Executive Coach and Chris Wicks, Manager of Academy Coaching, will provide practical strategies and tools for overcoming distractions, so you can prioritize growth and transform your business.

Learn the critical steps for building a strong sales engine that powers your business toward long-term growth and success.

With guidance from Jeremy Nelson, Sales Coaching Manager and Keith Marchiano, Executive Coach, you’ll discover how to identify sales or marketing problems, establish a high-performing team, and understand what salespeople should do daily to drive success. Whether you’re a startup or an established company, you’ll walk away with practical strategies for building a solid foundation for your business’s future.

1:50pm—2:30pm MT

Pax8 Breakout Sessions:

Finding the right talent for the right roles is one of the keys to business growth and success. This panel discussion, moderated by Director of Academy Coaching, Ken Sponsler, will cover a wealth of topics for how MSPs can go about selecting the perfect candidates for their open positions. After all, a business is only as strong as its people.

Gain expert insights on how to excel as a service manager from Todd Schorle, Lead Executive Coach. Through this session, you’ll learn what a typical day looks like, how to structure your time effectively, and how to develop a long-term plan for success.

Whether you’re just starting out as a service manager or looking to take your skills to the next level, we’ll help you plan your best path forward.

Don’t let operational mistakes hold you back. Join Stephanie Heflin, Manager of Academy Coaching, for a session on avoiding common operational mistakes that can disrupt your business. Discover the top 6 mistakes made by service providers and how to avoid these pitfalls in your own operations. You’ll be able to take proactive steps to ensure your business stays on track and gain the strategies you need to succeed.

Every day, businesses around the world are being told how critical security is. Yet too often, it’s not made a priority. MSPs are encountering this challenge with clients and looking for a way to break through. With guidance from Jeremy Nelson, Sales Coaching Manager and Matt Lee, Security and Compliance Senior Director, MSPs can learn the ins and outs of cyber insurance. This will be an opportunity for MSPs to shine as thought leaders and crack the code on security with their customers.

2:45pm—3:25pm MT

A Conversation with Peyton Manning

3:40pm—3:55pm MT

Partner and Vendor Awards

3:55pm—4:25pm MT

Closing Remarks Presented by Pax8

4:25pm—4:40pm MT

Booth Exhibition

5:00pm—7:00pm MT

Beyond 2023 Closing Party

8:00pm—10:00pm MT

Early bird pricing now available
$499 USD
$399 USD

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