TYPE ‘SHARE SESSIONS FOR AI’ ETC. TO FIND YOUR SESSIONS
TYPE ‘SHARE SESSIONS FOR AI’ ETC. TO FIND YOUR SESSIONS
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TYPE ‘SHARE SESSIONS FOR AI’ ETC. TO FIND YOUR SESSIONS
TYPE ‘SHARE SESSIONS FOR AI’ ETC. TO FIND YOUR SESSIONS
GET YOUR EARLY, EARLY BIRD TICKETS FOR BEYOND 2026: REGISTER NOW!
GET YOUR EARLY, EARLY BIRD TICKETS FOR BEYOND 2026: REGISTER NOW.
$99 EARLY, EARLY BIRD PRICE
PAX8 Beyond 25 AGENDA
REDUCE RISK
GROW BUSINESS
GAIN EFFICIENCY
8
SUNDAY
9
MONDAY
10
TUESDAY
8
SUNDAY
Registration
12:00PM – 8:00PM MT
International Partner Reception
4:30PM – 5:30PM MT
Panel:Women in Tech
SPEAKERS
• Jennifer Roy, the Chief Executive Officer of Nucleus Networks
• Lisa Williams, the Director of Partner Development, Global Partner Solutions at Microsoft
• Deon MacMillan, Chief People Officer, Pax8
• Carrie Schiff, Chief Legal Officer, Pax8
5:00PM – 5:30PM MTWomen in Tech
Happy Hour
Welcome Reception and Vendor Expo
9
MONDAY
Registration | Attendee Assistance
7:00AM – 7:00PM MT
Partner + Vendor Attendee Breakfast
7:00AM – 8:00AM MT
PAX8 OPENING REMARKS
By Rob Rae
8:25AM – 8:40AM MT
Pax8 Community Keynote
With Nick Heddy
SPEAKER
- Nick Heddy, President and Chief Commerce Officer, Pax8
8:40AM – 9:10AM MT
Pax8 Visionary Keynote
With Scott Chasin
SPEAKER
- Scott Chasin, CEO, Pax8
9:10AM – 9:45AM MT
MICROSOFT KEYNOTE - UNLOCK SMB POTENTIAL WITH AGENTIC AI FROM MICROSOFT AND PAX8
With Travis Walter
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Join Travis Walter, CVP of Microsoft Small Medium Enterprises and Channel, Americas, as he explores the transformative power of AI and the agentic future for small and medium-sized businesses (SMBs). This session will highlight the significant growth potential within the SMB market, the strong partnership between Microsoft and Pax8, and the important role of the Managed Service Provider (MSP). Travis will discuss how AI and agentic technologies are reshaping industries and the importance of a secure foundation for AI adoption. This is your chance to learn specific ways MSPs can capture and monetize the untapped AI and agentic opportunities in the SMB market.
Speaker:
• Travis Walter, Corporate Vice President, Microsoft Small Medium Enterprises and Channel Americas
9:50AM – 10:10AM MT
SentinelOne Sponsor Keynote: The New Frontier With Eran Ashkenazi
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In today’s world, misinformation, disinformation, sabotage and espionage are rampant. Global threats are intensifying in both speed and sophistication. Learn how SentinelOne is working to shape a resilient future in an era of unprecedented challenges through our AI-driven cybersecurity platform and helping our partners succeed in this new cyber frontier.
Speaker:
• Eran Ashkenazi, Chief Business Officer
10:15AM – 10:35AM MT
Break
10:40AM – 11:00AM MT
Diamond Sponsor Boardrooms
11:00AM – 11:20AM MT
Sophos Boardroom Session - FROM THE SOC TO C-SUITE: THE FUTURE OF CYBERSECURITY AND THE MODERN MSP
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Join Sophos CEO Joe Levy and Pax8 CEO Scott Chasin for an exclusive fireside chat that bridges the front lines of cybersecurity with the evolving future of business leadership. This breakout session will explore the unprecedented shift of CISOs ascending to the CEO role, underscoring how security leadership is now synonymous with business strategy.From platform convergence to the rise of agentic AI, Joe and Scott will unpack the technological, behavioral, economic, and strategic forces reshaping cybersecurity. This thought leadership session will delve into how customer needs are transforming, demanding a new generation of MSPs equipped not just to protect, but to predict, automate, and guide digital resilience. Expect bold insights, candid dialogue, and actionable foresight for any MSP looking to lead in a world where AI and cybersecurity are at the core of every business decision.
Speakers:
• Joe Levy, CEO, Sophos
• Scott Chasin, CEO, Pax8
Nerdio Boardroom Session - UNLOCK YOUR FULL POTENTIAL: EMPOWERING MSPS WITH NERDIO MANAGER
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Discover how Nerdio Manager is transforming how MSPs operate with a scalable, secure, and efficient multi-tenant solution. Learn how to manage diverse customer environments from a single platform, improve margins, and deliver higher-value services. This session explores how smarter operations can drive business growth and unlock your full potential with Nerdio Manager.
Speaker:
• Joseph Landes, Chief Revenue Officer, Nerdio
Dropsuite Boardroom Session - BEYOND BACKUP: BUILDING RESILIENCE WITH DROPSUITE
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Discover how Dropsuite is redefining cloud protection for modern MSPs. This breakout session explores how our Data Protection solution secures critical cloud workloads and strengthens identity protection for Entra ID. See how Dropsuite empowers you to minimize downtime, enhance client trust, and deliver true resilience that goes beyond traditional backup. Whether you’re looking to boost profitability, reduce risk, or simplify operations, this session will give you the tools to do it.
Speaker:
• Mark Kirstein, Chief Product Officer, Dropsuite
Acronis Boardroom Session - microsoft 365: anatomy of an attack - why integrated protection matters more than ever
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Microsoft 365 is the world’s leading productivity platform — but it’s also a prime target. With 250% more attacks in just one year and 90% of security professionals demanding more protection, it’s clear: native defenses alone aren’t enough. In this session, Acronis, Daniel Mitchell from Alt-Tech, and Seth Fowler from M3 Technology Consultants break down a real-world, multivector attack on Microsoft 365. From phishing entry points to ransomware payloads and regulatory fallout, you’ll trace the full lifecycle of a coordinated breach — and discover what it really takes to protect modern businesses. You will explore:
- Why Microsoft’s Shared Responsibility Model puts MSPs and their clients on the hook for data protection, security and compliance.
- How attackers move laterally across Exchange, SharePoint, OneDrive and Teams — and how Acronis stops them.
- How a 7-in-1 Microsoft 365 protection platform simplifies security, accelerates recovery and reduces tool sprawl.
- The roadmap for Microsoft 365 protection — what’s coming next, and how Acronis keeps you ahead.
Leave with a complete picture of Microsoft 365 risk, and a simple, powerful way to defend against it.
Speakers:
• James Erby, Solutions Engineering Team Lead, Acronis
• Alex Ruslyakov, Channel Chief, Acronis
Breakout Sessions
11:35AM – 12:05PM MT
Back by popular demand
6 Common Operational Pitfalls and How to Avoid Them
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Don’t let operational mistakes hold you back. Join Stephanie Heflin, Director of Academy Coaching at Pax8, and Andrew Wipperfurth, Director of Operations at CTI Technology, for a session on avoiding common operational mistakes that can disrupt your business. Discover the top six 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.
Speakers:
• Stephanie Heflin, Director of Academy Coaching, Pax8
• Andrew Wipperfurth, Director of Operations, CTI Technology
5 Marketing Tips to Better Your MSP Today
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Ready to take your marketing efforts to the next level? This session will provide actionable insights and strategies that you can implement immediately. You’ll learn about five key tactics: optimizing your online presence, leveraging social media, creating compelling content, utilizing data analytics and engaging with your audience effectively. By the end of this session, you’ll have a high-level understanding of how to boost your marketing performance and achieve better results quickly.
Speaker:
• Jeff Weiss, Executive Coach, Pax8
Developing Tomorrow's Leaders Today
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Delve into the essential strategies and practices for nurturing leadership qualities within your team with Sara Ehrich, Partner Education Specialist at Pax8. You’ll explore key topics such as identifying potential leaders, fostering a culture of continuous learning and implementing effective mentorship programs. By the end of this session, you’ll gain a high-level understanding of how to cultivate leadership skills, drive team engagement and build a robust pipeline of future leaders within your organization.
Speaker:
• Sara Ehrich, Partner Education Specialist, Pax8
AI + Engineers 101: Reskilling for AI Agent Era
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This foundational session is designed for engineers and technicians looking to understand how their everyday actions can influence the future of AI. From ticket categorization to asset documentation, the data you generate directly fuels emerging AI agent models. We’ll cover practical steps to improve data quality, optimize documentation habits and prepare your systems for smarter automation. You’ll leave with a clear understanding of how clean, structured data is your most valuable asset in the AI era, and how your team can start building that advantage today.
Speaker:
• Rob Hird, Senior Executive Coach, Pax8
Less Stress. More Success: A Partner's Mental Wellness Story
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This is the kind of success story every MSP needs to hear. In this crucial session, JP Keesy, Founder and CEO at F1 Information Technologies, transparently shares his career journey and how the element of gratitude has led him to adopt the motto, “Too Blessed to Stress.” You’ll hear practical strategies and insights on managing stress effectively and walk away with valuable next steps for thriving in a high-pressure career.
Speakers:
• Deon MacMillan, Chief People Officer, Pax8
• JP Keesy, Founder & CEO, F1 IT
The Liability Lifeboat: How the Right Cybersecurity Framework Can Shield Your Business
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With the growing risk of cyberthreats, a data breach increasingly feels inevitable. Join Phyllis Lee, Vice President of Content Development at the Center for Internet Security (CIS) and cybersecurity expert, as she unpacks the key drivers behind framework adoption and reveal the significant role of cybersecurity legislation in motivating organizations.
This session will unveil the essential knowledge you need to navigate the legal terrain and build a cybersecurity foundation that enhances security and strategically prepares you to avoid the critical downfalls of liability and legislative impact.
Speaker:
• Phyllis Lee, Vice President of Content Development at the Center for Internet Security (CIS)
Partner Attendee Luncheon
12:05PM – 1:15PM MT
Breakout Sessions
1:30PM – 2:00PM MT
Wrangling Your Service Department: How Dispatching Can Save You Thousands
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Think you don’t need a dispatcher? Think again. This session breaks down why dispatch systems aren’t just an operational tool, they’re the difference between a business that struggles and one that thrives. We’ll tackle real challenges — bottlenecks, miscommunication and lost revenue — and show you how a strong dispatch system transforms workflow, drives profitability and keeps both engineers and clients satisfied. Your most valuable inventory is time — we’ll show you how to stop wasting it.
Speakers:
• Amanda Glidden, Director of Academy Content, Pax8
• Chris Wicks, Manager of Academy Coaching, Pax8
Back by popular demand
RSF Cracking the Code: The Secrets of Effective Marketing and Prospecting for MSPs
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How many times have you been told to “just update your website,” “spend more on ads,” or even better, “spend the poker chips,” only to watch your marketing dollars run dry with no results? If you’re fed up with wasting money and getting nowhere, this session is exactly what you need. Discover how to prepare for the Results Selling Framework with proven tactics top MSPs use to bring clients in and keep their sales moving — without breaking the bank. You’ll walk away knowing exactly how to build a prospecting plan that works with key strategies to find the right customers and make real connections. This session is back by popular demand — because it gets results.
Speaker:
• Jeremy Nelson, Director of Partner Enablement Sales, Pax8
MSP-LED SESSION
Mastering Tough Conversations: Building Trust and Credibility in MSP Leadership
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Running a successful MSP isn’t just about technical expertise — it’s about navigating the human side of business. Difficult conversations, whether with clients or employees, often determine success more than technology does. In this highly interactive session, IT leaders will get practical strategies to handle conflict, build trust and lead with confidence.
Attendees will walk away learning:
• A 6-step framework for managing challenging conversations
• The role of emotional intelligence in resolving tension and fostering understanding
• Techniques to use tone, body language and word selection to establish trust
• Scripts and phrases to navigate tough discussions smoothly
• How to transform conflict into opportunities for growth
Speaker:
• Lisa Shorr, Certified Image Consultant and Personal Branding Specialist, Shorr Success
AI + Engineers 201: Architecting the Infrastructure of Intelligence
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In this advanced session, we’ll dive deeper into the evolving role of engineers in an AI-powered world. The rise of agentic AI is redefining how services are delivered, and engineers — along with upskilled technicians — are essential to building the infrastructure that supports it.
Learn how to reskill your team to support agent deployment, enable smarter automation and lead the shift toward an AI-first services model. With the right tools, even smart techs can start contributing like junior developers, unlocking new velocity, new value and a new kind of team.
Speaker:
• Eric Stevens, Technical Fellow, Pax8 Labs
You Aren’t as Good as You Think. Why You Shouldn’t Do Your Own Pen Testing.
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Reality check. Most MSPs don’t have the right skillset to conduct effective penetration testing, and those that do should know better than to do it themselves. Here’s how to get out of your own way and learn how to do right by your clients by doing pen testing the right way.
Speakers:
• Wes Spencer, Founder at Empath
• Paige Goss Founder & CEO, Point Solutions Security, Point Solutions Group
• Rick Bohm, Chief Security Officer Point Solutions Security, Point Solutions Group
Due to popular demand, this session will be Monday and Tuesday
Pax8 + Microsoft: Unleash the Power of AI through Copilot Agents
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Build your strategy for success in the era of AI with Microsoft Copilot + Agents. In this session, you will explore the agent landscape, harness their potential, and supercharge them to fit your business and customers needs.
Speaker:
• Emmy Jager, Copilot Studio Go to Market Strategy
Breakout Sessions
2:15PM – 2:45PM MT
Back by popular demand
Profitable Math: EBITDA + MSPs = Success
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If you think “EBITDA” is just a mistyping of “debit,” then this session is for you. Brian Davies, Program Manager of Value Creation Coaching at Pax8, will explain the basics of EBITDA, including how to calculate it, why it matters for your business and how it’s used to measure the performance and value of a company. You will leave this session with a clear and practical understanding of EBITDA and how to use it to achieve your growth goals.
Speakers:
• Brian Davies, Program Manager of Value Creation Coaching, Pax8
Back by popular demand
Ask Better Questions to Sell More: The Results Selling Framework
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People buy from those they know, like and trust — and the Results Selling Framework is your roadmap. Join Keith Marchiano, Senior Executive Coach at Pax8, for a valuable session on mastering meaningful conversations with your prospects. Learn the fundamentals of understanding your prospects and buyers, like how to build trust, uncover needs, align your value with their goals, handle objections and secure commitment with confidence.
Speaker:
• Keith Marchiano, Senior Executive Coach, Pax8
Back by popular demand
Shape a Winning Culture: Service Success Starts Here
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Service is more than a role or department — it can shape the culture of an organization. It drives how customers, employees and partners interact and determines if a culture ultimately succeeds or fails. In this session, led by Craig Donovan, Chief Experience Officer at Pax8, we’ll explore the key elements of a winning service culture, such as vision, values, communication, recognition and empowerment. You’ll come away from this presentation armed with tools for identifying pluses and minuses to help you build a winning culture in your own organization.
Speaker:
• Craig Donovan, Chief Experience Officer, Pax8
MSP-LED SESSION
From Founder to $5M: How the Role Evolves
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As MSPs grow from the initial startup stages toward revenues exceeding $5 million, the role of the Founder/CEO must fundamentally shift from hands-on execution to strategic leadership. This talk explores the essential transitions leaders must navigate to effectively scale their businesses — from relinquishing day-to-day operations and delegating critical responsibilities, to building an empowered leadership team and cultivating a growth-focused organizational culture. Drawing from firsthand experience, we’ll discuss common pitfalls, practical frameworks for managing this evolution and actionable insights on how Founders/CEOs can successfully recalibrate their mindset, habits and decision-making approach to guide their company into its next growth phase.
Speaker:
• Shawn Freeman, Founder, Always Beyond
I Passed My CMMC Level 2 Assessment...and Why You Should Run for the Mountains
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Forget the myth that Cybersecurity Maturity Model Certification (CMMC) is only for the “Summit 7s” or large enterprises. Join CMMC experts Joy Beland, Bobby Guerra, Lawrence Cruciana, Adam Evans as they sit down with MSP and security leaders to discuss what happens when you combine 100% commitment, a vision for industry evolution and the potential for substantial revenue growth. You’ll walk away with real-world insights and the motivation to understand why embracing CMMC isn’t just about compliance — it’s about building a more resilient, profitable and future-ready MSP.
Speakers:
• Joy Beland, VP Cybersecurity Compliance, Summit 7
• Bobby Guerra, CEO, Axiom
• Adam Evans, Compliance Officer, Axiom
• Lawrence Cruciana, President, Corporate Information Technologies
Startup Lightning Round: Eight Vendors to Know
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Speakers:
• Rob Rae, CVP of Community and Ecosystems, Pax8
• Ryan Burton, VP of Marketplace Vendor Strategy, Pax8
Breakout Sessions
3:00PM – 3:30PM MT
Back by popular demand
What is Gross Margin and How Do You Control It?
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Ever wonder what gross margin really means for your business? In this session, Adam Hannemann breaks down how to calculate it, what impacts it and most importantly, how to improve it. From smart pricing moves to cost control and operational efficiencies, you’ll walk away with practical strategies to boost profitability. Plus, Adam will also model how to use the “Green Zone” measurement tool, a powerful resource for calculating your gross margins, so you can apply it with confidence in your business and use it to drive real, sustainable growth.
Speaker:
• Adam Hannemann, Manager of Academy Peer Groups, Pax8
MSP Led Session
Modernize your IT offering
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The IT landscape isn’t changing every few years anymore — it’s evolving every 12 months! In this session, we’ll dive into how to keep pace with that speed. From modernizing your solution stack and rethinking vendor relationships, to navigating the rising pressure of cyber compliance, security and customer demands, we’ll help you future-proof your IT offerings. You’ll walk away with practical strategies for continuous evaluation and negotiation, so you don’t just keep up — you lead.
Speaker:
• Erez Zevulunoz, CEO, M.I.T. Consulting
RSF Buyer Personas: Stepping into Your Buyers’ Mindset
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How well do you understand your buyers’ needs, behaviors and motivations? Join Jeff Weiss, Executive Coach at Pax8, as he shows you how to create detailed buyer personas, use them to guide marketing strategies and improve customer engagement. We’ll also discuss practical sales techniques for gathering and analyzing customer data to build accurate personas. By the end of this session, you’ll have a high-level understanding of how to empathize with your buyers, understand why it’s important to know how your buyer(s)’ job is measured and their biggest challenges. The Results Selling Framework tailors your approach to meet their needs and ultimately drives better business outcomes to grow your business.
Speaker:
• Jeff Weiss, Executive Coach, Pax8
AI Unplugged: How New Tech Can Lead to Smarter Service Management
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How do you bring cutting-edge AI into the heart of your service operations without hitting roadblocks? In this panel discussion, AI experts and seasoned MSP service managers come together to explore real-world strategies for overcoming the challenges of AI integration. From battling resistance to change and training your team to navigating the complexities of legacy systems, these industry leaders will ask the tough questions and share actionable insights. Join us for an unfiltered conversation on how to embrace AI with confidence and transform your service delivery.
Speakers:
• Andy Readman, Data & AI Director, EMEA, Pax8
• Lyndsey Hoffman, Sr. Partner Manager, Nexustek
• Mark Richtermeyer SVP, Professional Services and AI, Nexustek
This Title Has Been Redacted
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This session is dependent on how many federal agents are on the premises.
Speaker:
• Chris Roberts, Hacker
Optimized Process: Harnessing Automation for Growth
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Automation isn’t just a nice-to-have — it’s the key to optimizing your business. In this session, Sean Apodaca, Pax8 Solutions Engineer L4, will guide you through the strategic implementation of automation to enhance efficiency and productivity. You’ll learn how to identify repetitive tasks ideal for automation, choose the right tools and design workflows that reduce manual effort and drive results. We’ll also cover the common pitfalls in automation and how to avoid them, ensuring smooth integration into your processes. Ready to elevate your operations? This session is your blueprint.
Speaker:
• Sean Apodaca, Solutions Engineer, Pax8
Open doors for general session
3:30PM
SuperOps Sponsor Keynote - THE HUMAN ADVANTAGE IN AN AGENTIC FUTURE With Damos Vasudevan
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Please join us to learn how SuperOps is pioneering the future of IT operations with Agentic AI—a practical, outcome-driven approach that blends autonomous, semi-autonomous, and informational intelligence. Our focus: empowering MSPs and IT with smarter automation, intelligent recommendations, and proactive business insights, all while keeping the human firmly in the loop.
From accelerating ticket resolution to unlocking new growth levers, our AI-powered platform is redefining how modern MSPs operate—efficiently, intelligently, and at scale.
As a leading unified PSA-RMM platform, SuperOps is proud to be a Titanium Sponsor of the Beyond Event, joining the Pax8 community to shape what’s next for IT and AI.
Speaker:
• Damo Vasudevan, Vice President of Product Management
4:00PM – 4:20PM MT
Rapid Fire Session: (Gold Sponsors)
4:20PM – 4:45PM MT
A Conversation with Carl Lewis
4:50PM – 5:20PM MT
Closing Remarks
5:20PM – 5:30PM MT
Vendor Expo
5:30PM – 8:30PM MT
Monday Networking Reception
8:30PM – 10:30PM MT
10
TUESDAY
Registration | Attendee Assistance
7:00AM – 7:00PM MT
Hot Takes and Hot Cakes: Wrong Answers Only Breakfast Panel
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It’s hard to always have the right answers, especially early in the morning. That’s why, to kickstart day two, our panelists are giving wrong answers only for securing your MSP and clients. You’ve probably heard clients say some of these things…or have even said them yourself. Wake up and smell the coffee – or don’t – either way, it’s going to be a lively discussion.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• Dom Kirby, Senior Director of Professional Services, Pax8
• Wes Spencer (Moderator), Founder, Empath
• Phyllis Lee, Vice President of Content Development, Center for Internet Security (CIS)
• Paige Goss Founder & CEO, Point Solutions Security Group
• Chris Roberts, Artificial Intelligence & Deepfake Cyber Strategist, World Wide Technology
• Jason Slagle, CNWR, President
7:00AM – 8:00AM MTPartner + Vendor Attendee Breakfast
7:00AM – 8:00AM MT
Pax8 Opening Remarks
By Rob Rae
Pax8 Innovation Keynote
With Libby Mcilhany & CRAIG DONOVAN
8:45AM – 9:15AM MTCROWDSTRIKE Keynote - THE NEW BATTLEGROUND: DEFENDING MSPS AND SMBS FROM NATION-STATE AND E-CRIMINAL ATTACKS
With Daniel Bernard
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E-criminal groups and nation-state actors are escalating their attacks on Service Providers and SMBs, recognizing that compromising one MSP can provide access to hundreds of downstream customers. Join CrowdStrike to see how Falcon Complete unifies MDR, endpoint protection, and threat hunting into one powerful, fully managed solution. Hear expert insights from Adam Meyers on today’s top adversaries, plus learn from New Charter Technologies on why they are focusing on CrowdStrike as the EDR/MDR solution in their next level security strategy.
Speaker:
• Daniel Bernard, Chief Business Officer
9:20AM – 9:40AM MT
Check Point Sponsor Keynote - GenAI: The NEXT GREAT SHIFT FOR MSPS With David Meister
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As an MSP, you’ve navigated pivotal shifts—from break-fix to managed services, on-prem to cloud, and now the AI revolution. But GenAI isn’t just another transition—it’s a seismic leap. Attackers are already using it to launch smarter, faster, more scalable assaults, while many clients are still clinging to legacy tools and outdated strategies. This session explores the dual nature of GenAI—how it’s being exploited by malicious actors and how it can become your most powerful ally in securing your clients. Through real-world examples and insights, you’ll see how GenAI is transforming the security landscape. Plus, get an exclusive first look at a groundbreaking platform that will redefine how you deliver and manage security in today’s hyperconnected world. This isn’t just another session—it’s your roadmap to thriving in the AI era.
Speaker:
• David Meister, Global Head of MSP/MSSP, Email Security
9:45AM – 10:05AM MT
Break
10:15AM – 10:30AM MT
Vendor Boardrooms Hosted by Platinum Sponsors
10:30AM – 10:50AM MT
REWST BOARDROOM: SCALING SMARTER WITH AUTOMATION: THE SOURCEPASS STORY
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Think automation is just about doing more with less? Sourcepass flipped the script—using Rewst to scale faster and invest more in automation. Join Graham Rosenberg of Sourcepass, along with Rewst’s Charlie Tomeo and Nathan Svec, for a behind-the-scenes look at how automation became their engine for growth. They streamlined operations, reduced errors, and freed up their team to focus on higher-impact work—while building a company-wide culture that embraces continuous improvement through automation. This session isn’t theory—it’s a real-world blueprint for scaling smarter and driving lasting change. If you’re ready to grow without burning out your team, don’t miss it.
Speakers:
• Charlie Tomeo, CRO, Rewst
• Nathan Svec, VP Strategic Partnerships and Graham Rosenberg, Director of ROC, Sourcepass
N-able Boardroom: Opportunity Knocking: Modern Data Protection Architecture Disrupting Traditional Backup Vendors
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The backup market is being turned on its head, are you ready to cash in?Legacy backup is out. Modern data protection is in — faster, smarter, and built for today’s threats. This session dives into the tech that’s disrupting traditional vendors and creating huge opportunities for those ready to move. Learn how to stay ahead, protect smarter, and turn disruption into your competitive edge.
Speaker:
• Chris Groot- General Manager, Cove Data Protection
Commvault Boardroom: Risk, Resilience, Recovery: Enhanced Data Protection with Commvault
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Join Commvault’s keynote session to discover how our industry-leading unified data management and cyber resilience platform empowers you to protect, Join Commvault’s keynote session to discover how our industry-leading unified data management and cyber resilience platform empowers you to protect, recover, and leverage your data seamlessly—across on-premises, cloud, and SaaS environments.
Speaker:
• Mario Pirolozzi, VP of Managed Service Providers
UKON Boardroom: COMMAND CYBER INSURANCE. CONTROL RISK. CAPTURE REVENUE.
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Speaker:
• Gene Stevens, CTO
• Cole Knuth, CEO
Breakout Sessions
11:05AM – 11:35AM MT
Did You Raise Your Prices Yet?
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Let’s explore the critical considerations and strategies behind pricing decisions as an MSP. Led by Jonathan Mack, Lead Executive Coach at Pax8 Academy, you’ll learn about the impact of price adjustments on market positioning, client perception and profit growth. We’ll cover key topics such as value-based pricing, competitive analysis and the importance of overcoming emotions in pricing. By the end of this session, you’ll gain a high-level understanding of how to effectively evaluate and implement price changes to maximize profitability and maintain client satisfaction.
Speaker:
• Jonathan Mack, Senior Executive Coach, Pax8 Academy
Prepping for RSF: How to Attract Clients by Being Undeniably Different
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There’s only one you — make that your greatest selling point. This session is all about showing up with unapologetic confidence, crafting a brand that screams “I’m different!” and proving why your ideal clients won’t know how they ever lived without you. We’ll cover quick-fire techniques to sell yourself in 30 seconds or less and how to make a lasting impression by proving you’ve got something no one else does. By the end, you’ll be able to have high-impact conversations, a clear grasp of your unique strengths and a strategy to attract your perfect client. This session is for those ready to take bold action and leave their mark.
Speaker:
• Jeremy Nelson, Director of Partner Enablement Sales, Pax8
Future-Proof Your MSP: A Framework for AI and Integration Success
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Are you ready to unlock new levels of efficiency and automation? Then this is the session for you! We’ll chart the evolution of Pax8 integrations, from foundational APIs for data access to real-time Webhooks for event-driven automation, culminating in cutting-edge AI/MCP capabilities for intelligent interaction. You’ll learn through practical demos, showing how to leverage these tools to streamline workflows, gain deeper insights and prepare for the future of integration.
Speaker:
• Tyler Kron, Director of Software Engineering and Mufaddal Khambaty, Sr. Product Manager, API Platform
Meet the New Buyer: Be Ready or Beware
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The buyer has changed—and if you haven’t, it’s already costing you. Today’s customers are savvier and more demanding than ever. They expect seamless experiences, tailored solutions and partners who deliver outcomes—not just technology.
In this session, Pax8 Co-Founder and Chief Strategy Officer Ryan Walsh unpacks what the new buyer really wants—and what happens when you’re not ready. Backed by fresh data and real-world stories, he’ll break down the trends reshaping the channel, from AI and cloud innovation to shifting pricing pressures and profitability challenges. You’ll walk away with sharp insights, actionable takeaways and one clear message: evolve with the buyer—or get left behind.
Speaker:
• Ryan Walsh, Chief Strategy Officer, Pax8
Due to popular demand, this session will be repeated on Tuesday
Pax8 + Microsoft: Unleash the Power AI through Copilot Agents
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Build your strategy for success in the era of AI with Microsoft Copilot + Agents. In this session, you will explore the agent landscape, harness their potential, and supercharge them to fit your business and customers needs.
Speaker:
• Emmy Jager, Copilot Studio Go to Market Strategy
Unlocking Growth with Pax8Premier
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Discover firsthand how the Pax8Premier program is empowering partners to accelerate their brand and business growth. In this insightful session, you’ll hear directly from partners who have leveraged the program’s exclusive benefits to scale faster, enhance their market presence, and drive revenue.
Join us to gain valuable insights, real-world success stories, and actionable strategies that could help take your business to the next level. Don’t miss this opportunity to learn how Pax8Premier can be a game-changer for your success!
Speaker:
• Leigh Nordhoff, Director of Commercial Partnerships, Pax8
Vendor Boardrooms Hosted by Platinum Sponsors
11:50AM – 12:10PM MT
AWS Boardroom: Beyond Generic Chatbot and into the AI era
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Join us for an insightful session on the evolution of AI, where we explore the transition from generic chatbots to agentic AI systems. Discover how advancements in AI technology are transforming business workflows, enhancing productivity, and enabling autonomous decision-making. Learn about Amazon’s specialized AI agents, including Amazon Q and Amazon Bedrock, and their impact on enterprise applications. We’ll also discuss emerging trends in agentic AI, such as advanced memory and hybrid human-AI dynamics, and Amazon’s vision for the future of AI.
Speaker:
• Ben Schreiner, AWS head of AI and Modern Data Strategy Business Development
Connectwise Boardroom: Run, Grow, & Transform Your Business on ConnectWise
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Join the ConnectWise team as they present the latest updates to the ConnectWise Asio platform. This session will provide key insights from thousands of MSPs on the challenges they face, including operational efficiency, talent retention, new business opportunities, and cybersecurity. Learn how the Asio platform, ConnectWise solutions and IT Nation Community can help navigate these risks and transform your business operations.
Speaker:
• Vicky Bruns, Principal Product Marketing Manager (PMM)
Redstor Boardroom: MSP Money Moves: Stop swearing at your software, and start swearing by it
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Being an MSP is complex, but your stack shouldn’t be. In this unfiltered session, TheBeardedM365Guy spills the truth about bloated tools, cyber resilience, and how vendors are costing you profit. Discover how making a few smart moves, including switching to the right backup provider helped him win more deals, cut costs, and stop swearing at his software. Because doing more with less isn’t a dream. It’s a decision.
Speakers:
• Louise Taylor, VP of Channel, Redstor
• Jonathan Edwards (TheBearded365Guy) Chief Strategy Officer, Integral IT
Opentext Boardroom: Becoming the MSP of the Future: Navigating the AI-First Landscape
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As of January 2025, the majority of IT buyers are now from the generation born after 1982, bringing with them a new set of purchasing criteria. This shift signifies a move beyond digital-first to an AI-first approach. With 75% of research conducted online and peer validation playing a crucial role, how can modern managed services providers (MSPs) adapt to meet these evolving demands? Join Mike DePalma, VP business development, and Jason Myers, Lead Channel Account Manager from OpenText Cybersecurity as they delve into the strategies for staying ahead in this dynamic environment. They will explore the integration of AI-based products and processes, and the importance of flexible pricing models and co-managed IT services. Learn how to leverage these advancements to outpace your competition and position yourself as the MSP of the Future.
Speakers:
• Mike DePalma VP, SMB Business Development
• Jason Myers, Lead Channel Account Manager
Microsoft Tech for Social Impact: Grow Your Business. Better the World
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Join Microsoft Tech for Social Impact and Pax8 for an engaging panel session, where we will explore the exciting opportunities in the nonprofit sector. This session is designed for MSPs with a passion for making a difference. Discover how serving the nonprofit sector can not only contribute to making a positive impact in the world but also grow your business. Don’t miss this chance to learn about exclusive offers available to your nonprofit customers and how you can leverage the power of technology to support nonprofits and drive your business forward.
Speakers:
• Pathum Bandara (Moderator) – Microsoft Tech for Social Impact Manager, Pax8
• Justin Sheedy – Sr. Partner Solutions Sales Manager, Tech for Social Impact, Microsoft
• Brittan Trembly Benton – Global GTM Director for ModernWork and Security, Pax8
• Tania Fortin – Global GTM Director for Business Applications
Partner Attendee Luncheon
12:10PM – 1:00PM MT
Vendor Expo
12:10PM – 3:00PM MT
Breakout Sessions
3:15PM – 3:45PM MT
From MSP to Managed Intelligence: Navigating the Agentic Inflection Point
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Welcome to the Agentic Inflection Point, where the MSP model is undergoing its most profound evolution yet. In this session, Pax8 Chief Product Officer Libby Mcllhany and Chief Experience Officer Craig Donovan will unpack the key trends driving that change and what they mean for your business. We’ll explore how AI is beginning to reshape service delivery, where digital labor fits in and how new approaches to value—like outcome-based pricing—are starting to emerge. Whether you’re early in your AI journey or already testing automations, this session offers a clear, practical understanding of what comes next. Think of it as your starting point for navigating the shift from managing services to managing intelligence.
Speakers:
• Craig Donovan, Chief Experience Officer, Pax8
• Libby McIlhany, Chief Product Officer, Pax8
Why You Suck at Selling
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Stop letting the truth hurt and use this session to uncover common pitfalls and mistakes that hinder sales success. You’ll learn about the key factors that contribute to poor sales performance, including ineffective communication, lack of understanding of customer needs and failure to build strong relationships. We’ll also cover practical strategies to overcome these challenges, improve your sales soft skills and close more opportunities. By the end of this session, you’ll have a high-level understanding of how to identify and address your sales weaknesses, enhance your selling skills and achieve better results.
Speaker:
• Keith Marchiano, Senior Executive Coach, Pax8
Back by popular demand
M&A for the MSP: How to Build Your Winning Strategy
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Are you M&A curious or just looking to do it better? This high-level discussion with David Schafran, Vice President of Partner Enablement at Pax8, will discuss the process for a merger or acquisition, as well as potential deal structures and valuation methodologies. With these deep insights and essential knowledge, you can help drive maximum value in your M&A transactions. This is an ideal session for those new or semi-new to M&A.
Speaker:
• David Schafran, VP of Partner Enablement, Pax8
Pax8 + Microsoft Mission: Build an Agent Powered by M365 Copilot, Chat & Studio
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Discover how to build intelligent agents that streamline business processes using Microsoft 365 Copilot, Copilot Chat, and Copilot Studio. Learn setup essentials, pricing, and watch a live agent build! If you have M365 Copilot, join us as we demonstrate how simple it is to build secure, low code agents! If you are brand new to agents, download the Microsoft 365 Copilot today to start your secure AI journey with Microsoft 365 Copilot. https://m365copilot.com/
Speakers:
• Erwin Visser, General Manager of the Cloud Service Provider (CSP) strategy and GTM for Microsoft Americas
• Lila Wilson, Senior Partner Development Manager, Microsoft
Breaking Down Modern Breaks: A Tabletop Exercise for Monday Morning Quarterbacks
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What’s the best way to prevent and defeat modern breaches? Seeing how others reacted, where they went wrong, learn and improve from their mistakes. This tabletop exercise will look back at companies who lost when going head-to-head with modern breaches and how you can avoid the same fate by using the CIS Controls and Trustmark Framework.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• Dom Kirby, Senior Director of Professional Services, Pax8
• Chris Johnson, Compliance Programs, GTIA
AI Governance: Balancing Innovation and Risk
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AI is moving fast — are your policies keeping up? Join industry experts, legal minds and MSP leaders as we tackle the real-world risks and rewards of AI in the channel. From compliance pitfalls to ethical AI deployment, we’re cutting through the noise to give you clear strategies that protect your business, build trust and unlock new opportunities.
• Moderator: Courtney Norton, VP of Legal – Commerce, Pax8
• Panelist: Eric Stevens, Technical Fellow, Pax8 Labs
• Panelist: Katie Bakewell, Vice President, AI Strategy, NLP Logix
• Panelist: Abby Hanson, Vice President – Microsoft and AI, ABM Technology Group
Breakout Sessions
4:00PM – 4:30PM MT
New Pax8 Marketplace Innovation: Show the World What You Sell
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In this follow-up to Libby McIlhany’s mainstage keynote, join Sophie Finch, VP of Product Management and Urvashi Chopra, Product Marketing Manager, for an insider look at one of the latest innovations coming to the Pax8 Marketplace. This session will explore how Pax8 is helping partners create more impactful customer experiences, generate demand and scale their business, all with less complexity. Stay for the live demo and leave with new tools to take control of your business.
Speaker:
• Urvashi Chopra, Product Marketing Manager
• Sophie Finch, VP of Product Management
How to Break Through Your Next Business Plateau
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Hitting a plateau is frustrating — but it’s not the end of the road. Led by Ron Losefsky, Lead Executive Coach at Pax8, this session will help you spot the warning signs, uncover what’s holding your business back and take action to get things moving again. We’ll walk through a strategic growth framework that aligns your team, sharpens your vision and drives real momentum. Expect practical strategies and fresh perspectives on breaking through stagnation to scale smarter. Let’s get your business back in motion.
Speaker:
• Ron Losefsky, Lead Executive Coach, Pax8
Back by popular demand
The Service Manager Survival Guide
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Gain expert insights on how to excel as a service manager from Todd Schorle, Manager of Academy Coaching at Pax8. In this session, you’ll learn what a typical day of a service manager looks like, how to structure your time effectively and how to develop a long-term plan for success. Whether you’re just starting out or looking to take your skills to the next level, we’ll help you plan your best path forward.
Speaker:
• Todd Schorle, Manager of Academy Coaching, Pax8
Global MSP Leadership Panel: Driving Sales, Marketing and Operational Excellence
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Join Eric Torres, VP of Channel & Community Engagement, as he hosts a global panel of MSPs who will share their insights on how to enhance business performance through innovative sales techniques, effective marketing strategies and streamlined operational processes. This lively panel discussion will provide a unique opportunity to learn from the experiences of top global MSP executives and discover best practices that can be applied across your organization.
Speakers:
• Eric Torres, VP of Channel & Community engagement, Pax8
• Marissa Maldonado, Chief Executive Officer, Proda Technology
• Paul Mangano, Managing Director, Mangano IT
• John Kampas, Founder & CEO, EMPIST
• Carrie Greene, SVP of Operations, ALT-TECH
So the Janitor is My SECURITY human? Cyber Experts and How They Got Here
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Think all cybersecurity pros are vigilante code ninjas from a digital dojo? Think again! Some of the top IT minds we know started as plumbers, bankers and even bus drivers. Now we’re asking the million-dollar question: “How the heck did you end up in cyber?” Buckle up as the real and unfiltered minds of Wes Spencer and Matt Lee dive into the inspiring and unconventional origin stories of an elite panel of cybersecurity experts. Each panelist will drop their one absolute truth for the year – the no-BS takeaway that could transform your business model. No matter your start, discover your unorthodox path to cybersecurity success.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• Joy Beland, VP Cybersecurity Compliance, Summit 7
• Dom Kirby, Dom Kirby, Senior Director of Professional Services, Pax8
• Wes Spencer, Founder, Empath
• Rick Bohm, Chief Security Officer, Point Solutions Security Group
• Phyllis Lee, Vice President of Content Development, Center for Internet Security (CIS)
• Tim Medlin, CEO, Red Siege
• Chris Roberts, Artificial Intelligence & Deepfake Cyber Strategist, World Wide Technology
Seize the AI Agent Revolution: A defining Moment for MSPs
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AI is here and it’s redefining what it means to be an MSP. The next 24 months will determine which will rise as leaders — and which fall behind. The old MSP playbook is breaking. Market shifts and economic uncertainty are creating a rare moment for bold transformation. AI isn’t just changing IT services; it’s reshaping how MSPs deliver value, scale and differentiate.
In this breakout session, we’ll cut through the hype to reveal:
• What Agentic AI really means — and how different types of Agents work
• How to shift from hesitation to confidently leading AI-driven change
• How to position yourself as an indispensable AI leader for your clients
AI is both an existential threat and an unprecedented opportunity. Those who act first won’t just survive — they’ll dominate.
Speaker:
• Andy Readman, Data & AI Director Academy, EMEA Pax8
A Fireside Chat with Neil deGrasse Tyson
5:00PM – 5:30PM MT
Partner and Vendor Awards
5:30PM – 5:50PM MT
Closing Remarks
5:50PM – 6:00PM MT
Beyond 2025 Closing Party
8:00PM – 10:30PM MT