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Pax8 Beyond 2024. June 9 - 11 Denver.

Beyond 2024 Agenda

Pax8 Beyond 2024. June 9 - 11 Denver.

Beyond 2024 Agenda

Sun June 9 2024

Registration

1:00pm—7:00pm MT

International Partner Meet-Ups (Pax8 Partners Only)

4:30pm—5:30pm MT

Women in Tech Panel

5:15pm—5:45pm MT

Women in Tech Happy Hour

5:45pm—6:15pm MT

Welcome Reception

6:00pm—8:00pm MT

Monday June 10, 2024

Registration | Attendee Assistance

7:00am—6:00pm MT

Partner Attendee Breakfast

7:00am—8:00am MT

Pax8 Beyond 2024 Opening Remarks

8:30am-8:45am MT

Opening Keynote

8:45am—9:30am MT

Sponsor Keynote: Titanium Sponsor

9:30am—9:50am MT

Vendor Breakout Sessions Hosted by Diamond Sponsors

Microsoft Breakout Session: Copilot for Microsoft 365
Diamond Sponsor 2
Diamond Sponsor 3
Diamond Sponsor 4

11:00am—11:20am MT
Pax8 Breakout Sessions:
11:35am—12:05pm MT

Join Matt Lee, Senior Director of Security and Compliance at Pax8 for a hands-on, technical security experience like nothing else. Stay tuned as we will update this agenda continuously with specific items that you and your security experts can’t miss!

Speakers:

Matt Lee, Sr Director of Security and Compliance, Pax8 

In this session, Adam Hannemann, Sr. Academy Peer Group Program Manager at Pax8, and Ron Losefsky, Lead Executive Coach at Pax8, will share a top-down methodology to make your three- to five-year company vision a reality. It starts by defining what makes your company unique and determining how to leverage that uniqueness to achieve that vision. You’ll then learn how to develop, translate, and prioritize your vision into manageable pieces. You’ll leave the session with an actionable plan to transform your business over the months, quarters, and years from “what if” into “what is.” 

*Note: This is one part of a two-part session. Feel free to attend each separately, but you can also attend both for a deeper dive into how to devise a comprehensive strategy for MSP success. 

Speakers:

Adam Hannemann, Sr. Academy Peer Group Program Manager, Pax8
Ron Losefsky, Lead Executive Coach, Pax8 

Gain insights and guidance for how to set up a roadmap for a successful career in technical roles. In this exciting session led by Pax8 Senior Executive Coach, Rob Hird, you’ll be guided through the various career paths available to technical professionals and some of the goals to set for yourself to achieve success. From your first day on the job to whatever position you want to reach, you’ll learn how to map out your path, walk away with tips and tools to help get you there, and set your career plan in motion. 

Speakers:

Rob Hird, Senior Executive Coach, Pax8 

Making sure you know who your best clients are is important to the success of your business. Can you answer yes to the questions below

Do you really know which of your clients are your best ones? How do you prioritize them? Do you have a system to evaluate them quarterly? Come to this session led by Jeremy Nelson, Sales Coaching Manager at Pax8, to learn how to answer these questions and ensure you’re spending your time where it really counts. (P.S. Your best clients aren’t necessarily the ones you like the most.)

Speakers:

Jeremy Nelson, Sales Coaching Manager, Pax8

In today’s digital age, security is a top priority for businesses of all sizes. Managed Service Providers (MSPs) can help their clients stay secure by offering a range of security services. However, selling security services can be challenging. In this session, David Powell, VP of Sales Strategy at Pax8, will provide insights into how MSPs can sell security profitably, including identifying the right services to offer, creating a compelling value proposition and sales strategy for your services, and more!

Speakers:

David Powell, VP of Sales Strategy, Pax8

Partner Attendee Luncheon

12:05pm—1:15pm MT

Pax8 Breakout Sessions:

1:30pm—2:00pm MT

Join Matt Lee, Senior Director of Security and Compliance at Pax8 for a hands-on, technical security experience like nothing else. Stay tuned as we will update this agenda continuously with specific items that you and your security experts can’t miss!

Speakers:

Matt Lee, Sr Director of Security and Compliance, Pax8

In this session, Adam Hannemann, Sr. Academy Peer Group Program Manager at Pax8, and Ron Losefsky, Lead Executive Coach at Pax8, will share a top-down methodology to make your three- to five-year company vision a reality. It starts by defining what makes your company unique and determining how to leverage that uniqueness to achieve that vision. You’ll then learn how to develop, translate, and prioritize your vision into manageable pieces. You’ll leave the session with an actionable plan to transform your business over the months, quarters, and years from “what if” into “what is.”

*Note: This is one part of a two-part session. Feel free to attend each separately, but you can also attend both for a deeper dive into how to devise a comprehensive strategy for MSP success.

Speakers:

  • Adam Hannemann, Sr. Academy Peer Group Program Manager, Pax8
  • Ron Losefsky, Lead Executive Coach, Pax8

Embark on a transformative journey with Nathan Taylor and Robin Harris as they unveil the potential of artificial intelligence (AI) in redefining Managed Service Providers (MSPs). This session goes beyond theory, offering a deep dive into the practical aspects of integrating AI into MSP services, from skill acquisition to tool mastery. Discover a comprehensive framework for implementing effective AI projects, designed to navigate the challenges and seize the opportunities AI presents. This is an essential session for MSPs aiming to leverage AI for innovation and enhanced client value, marking a pivotal moment to elevate your operations and set new industry benchmarks.

Speakers:

  • Robin Harris, Sr. Manager of Compliance and Audit, Pax8
  • Nathan Taylor, Senior Director of Enterprise Solutions, Sourcepass

Gain expert insights on how to excel as a service manager from Todd Schorle, Lead Executive Coach. 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.

Speakers:

Todd Schorle, Lead Executive Coach, Pax8

Managed Service Providers (MSPs) must prioritize customer success to achieve long-term growth. Customer success for MSPs is a strategic partnership that goes beyond mere satisfaction. MSP customer success is about leveraging services to propel clients toward their goals while seamlessly aligning with MSP objectives. Featuring Caroline Goles, CMO at Pax8, Jonathan Griffiths, VP of Marketing, EMEA at Pax8, and Scott Berns, VP of Marketing, Americas at Pax8, this session will provide best-in-class marketing insights and strategies that are being implemented by global marketing gurus to stay ahead of the competition.

Speakers:

  • Caroline Goles, CMO, Pax8
  • Patara Yongvanich, VP of Sales, APAC, Pax8
  • Jonathan Griffiths, VP of Marketing, EMEA, Pax8
  • Scott Berns, VP of Marketing, Americas, Pax8

Pax8 Breakout Sessions:

2:15pm—2:45pm MT

Join Matt Lee, Senior Director of Security and Compliance at Pax8 for a hands-on, technical security experience like nothing else. Stay tuned as we will update this agenda continuously with specific items that you and your security experts can’t miss!

Speakers:

Matt Lee, Sr Director of Security and Compliance, Pax8

Led by Trellis Usher, SVP Talent Development at Pax8, and Lori Fraser, Chief People Officer at Pax8, this panel discussion provides a workable blueprint for crafting strong and sustainable Diversity, Equity, Inclusion, and Belonging (DEIB) strategies. You’ll learn the significance of leadership commitment and advocating for a genuine top-down approach as well as the importance of cultivating an inclusive culture that values diverse perspectives and promotes equal opportunities for all employees. By also providing some pitfalls to avoid, including tokenism and taking one-size-fits-all solutions, this panel will give your organization a strong DEIB strategy that can result in better business outcomes.

Speakers:

  • Trellis Usher, SVP Talent Development, Pax8
  • Lori Fraser, Chief People Officer, Pax8

Join Craig Donovan, Pax8 Chief Experience Officer, alongside Peter Avery, VP of Security and Compliance at Visual Edge IT, as they explain how these two fundamental facets empower partners to differentiate their services, benefit their customers, and boost their bottom line. With best-in-class solutions, education, support, and a community that’s second to none, Pax8 can help partners foster a collaborative and innovative culture that attracts and retains top talent. Learn how people and technology can work together in harmony, creating a virtuous circle and transforming the way MSPs deliver value to their clients.

Speakers:

  • Craig Donovan, Chief Experience Officer, Pax8
  • Peter Avery, VP of Security and Compliance, Visual Edge IT

Led by Chris Sharp, CEO APAC at Pax8, this session provides practical guidance for people managers on how to handle critical conversations and resolve conflicts in the workplace. It covers the following topics: what are critical conversations and why they matter, how to prepare for a critical conversation, how to conduct a critical conversation, how to follow up after a critical conversation, and how to prevent or minimize future conflicts. You’ll leave this session with a better understanding of how to more effectively manage your talent pool in a multitude of scenarios.

Speakers:

Chris Sharp, CEO, APAC, Pax8

Is generating new quality leads challenging? Have you spent money on outside services or even salespeople and not gotten the results you were hoping for? Are you closing less than one or two good managed services clients a month? Are sales not your thing? Then come learn from Jeremy Nelson, Sales Coaching Manager at Pax8, about a system we have deliberately developed for people who are more tech-minded but don’t like sales. If you can set up a network, you can learn how to sell, and this session will show you how.

Speakers:

Jeremy Nelson, Sales Coaching Manager, Pax8

Pax8 Breakout Sessions:

3:00pm—3:30pm MT

Join Matt Lee, Senior Director of Security and Compliance at Pax8 for a hands-on, technical security experience like nothing else. Stay tuned as we will update this agenda continuously with specific items that you and your security experts can’t miss!

Speakers:

Matt Lee, Sr Director of Security and Compliance, Pax8

Leadership is a skill, not a talent. With the right guidance, reflection, and instruction, you can hone your leadership abilities. Drawing on his decades of experience, Rex Frank, VP of Academy at Pax8, will provide you with practical strategies for developing and refining your own leadership abilities so you can ensure a happier, more creative, more productive workforce. And so that you can realize better business growth.

Speakers:

Rex Frank, VP of Academy, Pax8

Stay tuned for more info coming soon!

Service Providers’ services are the engine that drives sustained profit. Tuning this engine to optimize its performance is key to maximizing your MSP’s profitability. In this session, Ken Sponsler, Director of Academy Coaching at Pax8, and Brian Davies, Senior Executive Coach at Pax8, will discuss how engineer pay rate, billing rate, billable utilization, and agreement efficiency affect gross margin. By understanding these levers, you can gain valuable insights into your service gross margin and its relationship with your profit and loss statement. This knowledge can help you make informed decisions and optimize your business’s profitability.

Speakers:

  • Ken Sponsler, Director of Academy Coaching, Pax8
  • Brian Davies, Senior Executive Coach, Pax8

In today’s fast-paced tech landscape, Managed Service Providers (MSPs) need agile marketing strategies that yield results — now. Led by Scott Berns, VP of Marketing, Americas at Pax8, this session will provide insights into five MSP success strategies that can be implemented in minutes, including how to segment your marketing contacts to improve email ROI, how to create compelling content that resonates with your target audience, how to use data analytics to measure and improve marketing performance, and more!

Speakers:

Scott Berns, VP of Marketing, Americas, Pax8

Rapid Fire Session: (Gold Sponsors)

3:50pm—4:10pm MT

Closing Keynote

4:15pm—5:00pm MT

Closing Remarks

5:00pm—5:10pm MT

Vendor Expo

5:15pm—8:00pm MT

Tuesday June 11, 2024

Registration | Attendee Assistance

7:00am—5:00pm MT

Partner Attendee Breakfast

7:00am—8:00am MT

Opening Remarks

8:30am—8:40am MT

Sponsor Keynote: Titanium Sponsor

8:40am—9:00am MT

Keynote: Pax8 Innovation

9:00am—9:45am MT

Sponsor Keynote: Titanium Sponsor

9:45am—10:05am MT

Vendor Breakout Sessions Hosted by Platinum Sponsors

Platinum Sponsor
Platinum Sponsor
Platinum Sponsor
Platinum Sponsor

10:30am—10:50am MT

Pax8 Breakout Sessions:

11:05am—11:35am MT

Join Matt Lee, Senior Director of Security and Compliance at Pax8 for a hands-on, technical security experience like nothing else. Stay tuned as we will update this agenda continuously with specific items that you and your security experts can’t miss! 

Speakers:

Matt Lee, Sr Director of Security and Compliance, Pax8

Dive into the state of cybersecurity and learn the right places to start your cyber growth journey. We’ll start with a high-level overview — addressing the economics of cybercrime, the impact we saw in 2023, and our predictions on the evolution of these threats. We’ll then talk through the cybersecurity bell curve that must be covered as well as the process of adopting a framework for maximum efficacy and defensibility. You’ll come away from this session with a greater understanding of the larger cybersecurity landscape and how you can make the most of it.

Speakers:

  • Jonathan Mack, Executive Coach, Pax8 
  • Dom Kirby, Director of Cloud Services, Pax8

Leveraging artificial intelligence (AI) is no longer a luxury — it’s a necessity. Join us as we explore how to transform your sales strategy with Microsoft Copilot. You’ll discover how Copilot seamlessly integrates with solutions, providing next-generation insights and updates across productivity workflows. From personalized customer interactions to streamlining tasks, you’ll find practical ways to showcase how Copilot can enhance productivity and drive revenue growth. The power of AI is in your hands, and we can help you sell it.

Speakers:

Nathan Taylor, Senior Director of Enterprise Solutions, Sourcepass

Do you know what EBITDA stands for? Do you know how to calculate it and why it matters for your business? If you are confused by this financial term or want to learn more about it, this session is for you. David Schafran, Director of Strategic Coaching, will explain the basics of EBITDA, how it is used to measure the performance and value of a company, and how you can improve it to grow your business. You will leave this session with a clear and practical understanding of EBITDA and how to use it to achieve your business goals.

Speakers:

David Schafran, Director of Strategic Coaching, Pax8

This crucial session aims to bring mental wellness to the forefront, offering strategies and insights on how MSPs can manage stress effectively and foster a healthy work-life balance. Key topics include recognizing signs of stress and burnout and implementing practical stress-management techniques. Think of this as a valuable next step for thriving in a high-pressure career so you can help cultivate a workplace culture that prioritizes mental health, which, in turn, drives a healthy bottom line.

Speakers:

TBD

Vendor Breakout Sessions Hosted by Platinum Sponsors

Platinum Sponsor
Platinum Sponsor
Platinum Sponsor
Platinum Sponsor

11:50am-12:10pm MT

Partner Attendee Luncheon

12:10pm—1:00pm MT

Vendor Expo

12:10pm—3:00pm MT

Pax8 Breakout Sessions:

3:15pm—3:45pm MT

Join Matt Lee, Senior Director of Security and Compliance at Pax8 for a hands-on, technical security experience like nothing else. Stay tuned as we will update this agenda continuously with specific items that you and your security experts can’t miss! 

Speakers:

Matt Lee, Sr Director of Security and Compliance, Pax8

This session provides a comprehensive overview of the current AI landscape, highlighting the complexities and implications of non-compliance for MSPs amidst changing regulations. We will also explore the transformative impact of AI in the MSP industry, discussing the opportunities and challenges of AI integration, including solutions for successfully integrating AI into MSP operations. Featuring Robin Harris, Sr. Manager of Compliance and audit, Pax8 and Nathan Taylor, Senior Director, Enterprise Solutions, Sourcepass, this session offers valuable insights from those who have navigated these challenges firsthand. Don’t miss the chance to gain a deeper understanding of how to tackle these issues and take your business to another level!

Speakers:

  • Robin Harris, Sr. Manager of Compliance and Audit, Pax8
  • Nathan Taylor, Senior Director of Enterprise Solutions, Sourcepass

Don’t let operational mistakes hold you back. Join Stephanie Heflin, Manager of Academy Coaching at Pax8, 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.

Speakers:

Stephanie Heflin, Manager of Academy Coaching, Pax8

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 Keith Marchiano, Senior Executive Coach at Pax8, you’ll learn the top marketing and prospecting strategies used by premier MSPs to bring in new clients and keep their sales efforts on track. You’ll walk away knowing how to create a marketing and prospecting plan that delivers results and discover the key tactics you need to find and connect with potential customers.

Speakers:

Keith Marchiano, Senior Executive Coach, Pax8

Stay tuned for more info coming soon!

Pax8 Breakout Sessions:

4:00pm—4:30pm MT

This high-level discussion with Keith Marchiano, Senior Executive Coach at Pax8, will cover having better conversations with your prospects. You will learn fundamentals to understand the prospect/buyer to stand out from the competition and help you win more opportunities. People buy from people they know, like, and trust. The Results Selling Framework will help you build trust, establish the need, connect value to solve the needs, and handle objections to develop a commitment.

Speakers:

Keith Marchiano, Senior Executive Coach, Pax8

This high-level discussion with David Schafran, Director of Strategic Coaching at Pax8, 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 and will equip you with the tools you need to excel in every aspect of mergers and acquisitions.

Speakers:

David Schafran, Director of Strategic Coaching, Pax8

Service is more than a role or department — it can shape the culture of an organization, driving how customers, employees, and partners interact and determining its ultimate success or failure. In this session led by Veronica Setzke, VP of Employee Experience and People Systems at Pax8, 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.

Speakers:

Veronica Setzke, VP of Employee Experience and People Systems, Pax8

Join us for an essential session where Matt Lee, Senior Director of Security and Compliance at Pax8, alongside global partners, will dissect the intricate challenges MSPs face, from ransomware to regulatory pressures and geopolitical turbulence. This session is not just a discussion; it’s a roadmap for MSPs navigating the volatile landscape of cybersecurity. Discover actionable strategies and insights to enhance your resilience, deliver exceptional value to your clients, and secure your operations against ever-evolving threats. Don’t miss this chance to redefine your approach to MSP security and fortify your foundation for the future.

Speakers:

Matt Lee, Senior Director of Security and Compliance, Pax8

Stay tuned for more info coming soon!
Closing Keynote

4:45pm—5:30pm MT

Partner and Vendor Awards

5:30pm—5:45pm MT

Closing Remarks

5:45pm—6:00pm MT

Beyond 2024 Closing Party

7:30pm—10:00pm MT

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