Dec 6th, 2023ONLINEChannelPro Managed and Cloud Services Online Summit: Operational Excellence - Tips, tools, and techniques for adding revenue and cutting costs. Check out our sponsors for this event. Main GroupEvent Details Sessions start at 11:30am ET Sessions & Networking December 6th Client Onboarding: The Foundation for Success Client onboarding is the crucial first step in establishing a successful and enduring client relationship. It's the moment when you set the tone for what clients can expect from your services. This session is dedicated to helping you master the art of efficient client onboarding, ensuring a smooth transition from prospect to satisfied client. Topics may include: The Onboarding Journey: Understand the client onboarding process from start to finish and craft a stellar first impression. Setting Expectations: Explore techniques for managing client expectations, defining goals, and aligning your services with their needs. Documentation and Compliance: Discover best practices for gathering necessary client information, contracts, and ensuring compliance with industry regulations. Metrics Matter – Identify the numbers that will ensure both profitability and ongoing alignment with your clients. Presenters: Anjali Fluker, Manuel Palachuk, David Wilkeson Identity Verification: New Opportunities for MSPs In today's digital landscape, ensuring the authenticity of users and protecting sensitive data is paramount. Managed Service Providers (MSPs) are at the forefront of this challenge, playing a crucial role in identity verification and security. Join us for an enlightening session where we explore the dynamic world of identity verification and the opportunities it presents for MSPs. Topics may include: Identity Verification Technologies: Explore the latest technologies such as biometrics, facial recognition, and multi-factor authentication (MFA) that are reshaping how MSPs approach identity verification. MSPs as Guardians of Identity: Learn how MSPs can become trusted partners in safeguarding identity data and ensuring regulatory compliance. Real-World Success Stories: Hear from MSPs who have successfully integrated identity verification into their services, delivering enhanced security and value to their clients. Presenters: Dr. Mohamed Lazzouni, Peter Counter Getting Powerful with Virtual Desktop Virtual Desktop Solutions have emerged as a transformative technology that MSPs can leverage to meet the insatiable technology demands of modern businesses. This session is your gateway to understanding the potential and practicality of virtual desktops for the tech services industry. Topics may include: Flexibility and Scalability: Learn how virtual desktops help MSPs to adapt to changing client needs, whether growing, cutting back, or simply doing more with less. Client-Centric Solutions: Discover how virtual desktop technology represents a step up in supporting a diverse mix of clients and industries. The Cost Consideration: Hear about the Virtual Desktop advantage in reducing costs for both MSPs themselves and their clients. Wait, What About Security?: Hear best practices and expert advice for securing client data and minimizing risk. Presenters: Luis Alvarez, Anthony Oren, Matt Whitlock Sponsors Diamond Gold Silver Agenda Wednesday, December 6th Time Activity 11:30am to 11:35am Opening Remarks 11:35am to 12:05pm Client Onboarding: The Foundation for Success 12:05pm to 12:25pm Why You Should Be Charging More To Your Customers: Presented by Kaseya (IT Complete) 12:25pm to 12:55pm Identity Verification: New Opportunities for MSPs 12:55pm to 1:05pm Building Cyber Resilience in the Face of Cyber Attacks: Presented by Dell Expert Network 1:05pm to 1:35pm Getting Powerful with Virtual Desktop 1:35pm to 1:45pm Gold Sponsor Presentation: Vanta 1:45pm to 1:50pm No MSP is too Small for RMM: A 1:1 Chat with N-Able 1:50pm to 2:20pm Expo Hall: Sponsor Booths and Resource Pages 2:20pm to 2:25pm Closing Remarks Presenters Session Speakers Peter Counter Peter Counter is Editor in Chief of FindBiometrics and Mobile ID World, and host of the ID Talk podcast. Leading the editorial direction of both websites, his reporting, interviews, and thought leadership have helped solidify their position as the leading online resources for biometrics and identity technology news. With nearly a decade of... more Manuel Palachuk Manuel brings an infectious energy, inspiring audiences to embrace meaningful change with takeaways for resolute action. Manuel has run several successful companies, mentored many more, and spoken to audiences around the world. He helps organizations pull back the curtain to reveal the potentially toxic, rotting culture they've cultivated, and... more Luis Alvarez Since founding the Alvarez Technology Group (ATG) in 2001, Luis Alvarez has led the company to grow from a two-person consultancy to a premier technology solutions provider in California, delivering Security, Internet-of-Things (IoT) and information technology (IT) services. The company’s vision is to keep their clients safe, secure, and... more Jonathan Browning Jonathan Browning joined ChannelPro as the editorial director in 2023. His goal is to serve the channel community by covering the issues that matter most to MSPs, VARs, technology integrators, and IT consultants. He has successfully served in marketing, sales, and IT leadership positions throughout his career, including roughly... more Dr. Mohamed Lazzouni Dr. Mohamed Lazzouni has been Aware’s Chief Technology Officer since November 2019, and currently serves as a board member of Epochal Technologies, Inc., a provider of demographic data solutions. Prior to joining Aware, Dr. Lazzouni served as President and CEO of Epochal Technologies, Inc. from August 2018 to November 2019; President of the Anti-... more David Wilkeson David Wilkeson has been a serial entrepreneur from the early 90’s until today, building and selling four very successful technology companies. The last endeavor took a Youngstown Ohio based IT company from a small 12-person professional services company to an 85-employee managed services powerhouse. In 2013, he sold his stake in the MSP to pursue... more Anthony Oren Anthony Oren is the owner of Nero Consulting, a Managed Service Security Provider, which helps companies use technology to succeed and stay secure! Today Anthony and his team continuously study the foundations, frameworks, best practices and trends to create the best security policies and postures for clients. They’ve recently been ranked #20 out... more Anjali Fluker Anjali Fluker is Senior Channel Editor at The ChannelPro Network. She is an award-winning reporter and editor in the news industry for 25 years, specializing in topics including sports, local government, real estate and development, restaurants, and transportation for publications in Detroit, MI, and Orlando, FL. Matt Whitlock Matt Whitlock is responsible for the strategic direction and technical content of ChannelProNetwork.com. He brings more than 20 years’ experience working in the technology industry to his reviews, analysis, and general musings about all things gadget and gear. Matt’s decade of experience in online media, community management, and web development... more