BEYOND DENVER 2025 IS ALREADY 85% SOLD OUT! REGISTER NOW WITH SPECIAL EARLY PRICING
BEYOND DENVER IS ALREADY 85% SOLD OUT!
REGISTER NOW WITH SPECIAL EARLY PRICING
Beyond Assistant
Beyond Assistant
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PAX8 Beyond 25 AGENDA
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GROW BUSINESS
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8
SUNDAY
Registration
12:00PM – 8:00PM MT
International Partner Reception
4:30PM – 5:30PM MT
Panel:Women in Tech
5:00PM – 5:30PM MT Women in Tech
Happy Hour
Welcome Reception and Vendor Expo
6:00PM – 9:00PM MT
9
MONDAY
Registration | Attendee Assistance
7:00AM – 6:00PM MT
Breakfast
7:00AM – 8:00AM MT
Pax8 Community Keynote
With Nick Heddy
SPEAKER
- Nick Heddy, President and Chief Commerce Officer, Pax8
8:40AM – 9:15AM MT
Pax8 Vision Keynote
With Scott Chasin
SPEAKER
- Scott Chasin, CEO, Pax8
9:15AM – 9:45AM MT
MICROSOFT KEYNOTE
With Travis Walter
SPEAKER
- Travis Walter, Corporate Vice President
Microsoft Small Medium Enterprises and Channel Americas, Microsoft
As Corporate Vice President of Microsoft Small Medium Enterprises and Channel (SME&C) Americas, Travis Walter oversees a $30+ billion business, driving sales strategy, execution, and revenue growth for Corporate and SMB segments in the US, Canada, and LATAM. Travis and his AI-enabled sales team focus on empowering small and medium-sized businesses across the Americas to digitally transform, unlock AI innovation, and realize incredible impact with the Microsoft Cloud.
As a passionate people leader, Travis has over 25 years of experience in sales, marketing, and strategy across Technology, Digital Sales, and Retail organizations. From small startups to managing a multi-billion dollar global enterprise across more than 189 countries, Travis has made a significant impact. With over 12 years of leadership at Microsoft, he excels as a transformational leader, delivering business results and fostering customer-obsessed organizations. His commitment to culture, growth, and success drives his passion for thriving transformation.
9:50AM – 10:10AM MT
Titanium Sponsor Keynote
10:15AM – 10:35AM MT
Break
10:45AM – 11:00AM MT
Diamond Sponsor Boardrooms
10:45AM – 11:00AM MT
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 Wipperforth, Director of Operations at CTI Technologies, 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 Wipperforth, Director of Operations, CTI Technologies
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: Harnessing Your Power to Shape the Future
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As engineers and technicians, your role is critical in advancing AI models. Your ticket documentation and data, like ticket categorization and asset configuration, provide invaluable insights that fuel the development of this emerging technology. In this session, we’ll explore how to improve algorithm performance by effectively documenting your work, enhancing data quality and leveraging it all to contribute to the next generation of AI solutions.
Speaker:
• Rob Hird, Senior Executive Coach, Pax8
MSP Mental Wellness
LEARN MORE
More info coming soon!
Speakers:
• Speakers coming soon!
Cybersecurity Session
LEARN MORE
More info coming soon!
Speakers:
• Speakers coming soon!
Partner Attendee Luncheon
12:05PM – 1:15PM MT
Breakout Sessions
1:30PM – 2:00PM 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, Rex Frank 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. Rex 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:
• Rex Frank, VP of Academy, Pax8
Back by popular demand
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, “send 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, Partner Enablement Sales Manager, Pax8
MSP Led Owner Session
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More info coming soon.
Speaker:
• More info coming soon
AI + Engineers: Reskilling for the AI Agent Revolution
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As AI agents redefine how businesses operate, the way engineers collect, use and structure data has never been more critical. Explore how engineers can reskill and seize new opportunities at the forefront of AI’s evolution. This session dives into how to leverage your expertise to enable AI agents, from optimizing data usage to driving innovation with advanced automation. Learn practical strategies for enhancing data quality, embracing reskilling opportunities and positioning yourself at the cutting edge of the AI agent revolution.
Speaker:
• Speaker coming soon!
Cybersecurity Session
LEARN MORE
More info coming soon.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• More speakers coming soon
Due to popular demand, this session will be Monday and Tuesday
Pax8 and Microsoft Copilot Session
LEARN MORE
Build your strategy for success in the era of AI with Microsoft Copilot and AI agents.
Speaker:
• Speaker coming soon
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 Engineer Session
LEARN MORE
More info coming soon
Speaker:
• Speaker coming soon
Cybersecurity Session
LEARN MORE
More info coming soon.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• More speakers coming soon
Startup Lightning Round: Eight Vendors to Know
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Get ready for an exciting, fast-paced session! Pax8 is bringing together a select group of innovative startup vendors who will showcase their cutting-edge products. Eight vendors will give a brief introduction and overview of their product and why it’s important to add it to your solution offerings. Don’t miss out on your chance to learn about the latest advancements in the channel while making personal connections with up-and-coming vendors.
Speakers:
• Speakers coming soon!
Breakout Sessions
3:00PM – 3:30PM MT
Budgeting: If You Don’t Know Where You’re Going, You’ll End Up Someplace Else
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Trying to grow without a budget? That’s a risk not worth taking. Budgeting shouldn’t be an afterthought — it’s what puts you in control. Join David Schafran, VP of Partner Enablement and Adam Hannemann, Sr. Academy Peer Group Program Manager as they break down the fundamentals of budgeting for MSP leaders who are new to the process or have never built a financial strategy before. This session gets straight to what matters: essential budgeting techniques, financial goal alignment and leveraging data to make informed decisions. You’ll walk away with the tools you need to lock in your financial strategy, allocate resources with precision and seize opportunities to responsibly scale your business.
Speakers:
• David Schafran, VP of Partner Enablement, Pax8
• Adam Hannemann, Sr. Academy Peer Group Program Manager, Pax8
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
LEARN MORE
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.
Speaker:
• Speaker coming soon
The State of the Channel and What to Expect
LEARN MORE
Join Ryan Walsh while he covers updates and key information you won’t want to miss! More details to come.
Speaker:
• Ryan Walsh, Chief Strategy Officer, Pax8
Cybersecurity Session
LEARN MORE
More info coming soon.
Speaker:
• Matt Lee, Security and Compliance Senior Director, Pax8
• More speakers coming soon
Optimized Process: Harnessing Automation for Growth
LEARN MORE
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
Titanium Sponsor Keynote
3:55PM – 4:15PM MT
Rapid Fire Session: (Gold Sponsors)
4:20PM – 4:45PM MT
External Keynote
4:45PM – 5:15PM MT
Closing Remarks
5:15PM – 5:30PM MT
Vendor Expo
5:30PM – 8:30PM MT
10
TUESDAY
Registration | Attendee Assistance
7:00AM – 6:00PM MT
Partner Attendee Breakfast
OpEning Remarks
8:30AM – 8:40AM MT
Pax8 Innovate Keynote
With Libby Mcilhany
8:45AM – 9:15AM MT Titanium Sponsor Keynote
9:20AM – 9:40AM MT
Titanium Sponsor Keynote
9:45AM – 10:05AM MT
Break
10:10AM – 10:30AM MT
Vendor Boardrooms Hosted by Platinum Sponsors
10:30AM – 10:50AM MT
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, Partner Enablement Sales Manager, Pax8
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, Manager of Academy Content, Pax8
• Chris Wicks, Manager of Academy Coaching, Pax8
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
Pax8 Marketplace Session
LEARN MORE
More info coming soon.
Speakers:
• Coming soon
Pax8 and Microsoft Copilot Session
LEARN MORE
Build your strategy for success in the era of AI with Microsoft Copilot and AI agents.
Speakers:
• Speakers coming soon
Vendor Boardrooms Hosted by Platinum Sponsors
11:50AM – 12:10PM MT
Partner Attendee Luncheon
12:10PM – 1:00PM MT
Vendor Expo
12:10PM – 3:00PM MT
Breakout Sessions
3:15PM – 3:45PM MT
Why You Suck at Selling
LEARN MORE
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
LEARN MORE
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
Habits of a Successful Service Manager
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Explore the essential routines and practices that set top service managers apart. Led by Ken Sponsler, Senior Director of Academy at Pax8, this session will dive into key topics such as effective time management, proactive problem-solving and maintaining strong communication with both team members and clients. We’ll also cover strategies for continuous improvement, staying updated with industry trends and fostering a positive work environment. By the end of this session, you’ll gain a high-level understanding of the habits that contribute to success in service management, empowering you to enhance your own performance and drive your team’s success.
Speaker:
• Ken Sponsler, Senior Director of Academy, Pax8
Cybersecurity Session
LEARN MORE
More info coming soon.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• More speakers coming soon
AI Governance: Balancing Innovation and Risk
LEARN MORE
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.
Speaker:
• Speaker coming soon
Pax8 Voyager Alliance Session
LEARN MORE
Moe info coming soon
Speaker:
• Speaker coming soon
Breakout Sessions
4:00PM – 4:30PM MT
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, Lead Executive Coach 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, Lead Executive Coach, Pax8
MSP Led Sales and Marketing session
LEARN MORE
More info coming soon.
Speaker:
•Speaker coming soon
MSP Led Service Manager
LEARN MORE
More info coming soon.
Speaker:
• Speaker coming soon
Cybersecurity Session
LEARN MORE
More info coming soon.
Speakers:
• Matt Lee, Security and Compliance Senior Director, Pax8
• More speakers coming soon
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
CLosing Keynote
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