FEBRUARY 11-13, 2025

In Bakersfield, Ca

What’s holding your MSP back from becoming a Multi-Million Dollar Business?

Register Now!

Seats are limited, grab your ticket. Event starts in...

 

Days

 

Hours

 

Minutes

 

Seconds

CharTec Academy is the #1 training program that helps MSPs develop the skills needed to succeed in the competitive IT services industry. Bring your key players and get everyone on board.

5,200+

Active Members

10X

Return on Investment

30+

Years of Owning MSP

50+

Years of Experience

Sponsors

We created CharTec Academy to address a gap in training for Managed Service Providers (MSPs).

Two decades ago, we recognized a need in the channel for a comprehensive program that could equip MSPs with all the skills to succeed in a rapidly changing market. We believe MSPs should have access to the tools and training they need to grow, thrive, and adapt. What started as a passion project is now the #1 MSP training event in the country.

No Theory. Just Battle-Tested Results.

Register Now!

CharTec Academy is the only training built by MSPs, for MSPs.

We’re the only sales and marketing training in the channel with over 30 years of experience running a multimillion-dollar MSP that is still owned and actively managed by CharTec’s founders and leaders. In other words, we’ve got skin in the same game as you. Everything we teach, we’ve tested and perfected within our own MSP first. As an Academy attendee, you get access to every trick in our arsenal.

And the best part? We’re waiving the $949 registration price. All you have to do is get here.

Sales

Is your sales team burning leads and missing quotas? Do they struggle to respond to the most common objections, like "I want to think about it" or "that's way more than I'm spending now!"? Learn how to build trust so that key players share their hidden pain points with you, head off most objections before they arise, and close the deal the day you present with our proven method.

Marketing

Do you know how to speak your ideal clients’ language? Are you making efforts to reach them but you’re just not sure if your tactics are working? Learn how to keep a steady influx of leads in your pipeline, target your preferred industries, and track the right KPIs that will actually lead to dollars in your pocket. Your sales hunters and CFO will thank you.

Operations

Are your techs overwhelmed with tickets? Are you having trouble designing a bonus plan for your techs that actually incentivizes? We’ll show you how to leverage systems in a way that works for your MSP, so you can focus on what really matters: Growing your MSP and keeping your clients happy.

Finance

Is it a struggle to get your bills paid? Unsure of where to even start with a budget or how to know where you should be investing for growth? We’ll show you how to budget in a way that actually empowers your MSP rather than limits it.

HR

Ever had a new hire fall short of expectations? Tired of wasting time and money seeking, hiring and training new superstars only to have them leave for your competitors? We can show you how we leverage roadmaps, DISC assessments, and intentional culture-building to align teams with your goals.

Testimonials

What Attendees Say

“CharTec has been the missing piece to our MSP business. The knowledge they provide from a successful MSP has been instrumental to growing our business. I recommend to anyone either just start out or have been running an IT business for years to join the CharTec family if you want to grow your business to success.”

Michael O.

“I went to their academy here in California not really knowing what to expect, but I have to tell you it was amazing. I Spent 3 full days with the staff at CharTec and have never learned so much relevant stuff about my business in one place. Better then any other trade show i have been to.”

Jim Watson

Meet The Speakers

"Those who can't do, teach" is a fallacy. Our experts have been doing both for 30+ years.

Alex Rogers

CEO and Co-Founder, CharTec & ARRC Technology

Attend The Sessions

Get ready to roll up your sleeves. Here’s how we’ll harness what works to grow your MSP:

Welcome

Welcome: How to make the most out of Academy

Loading description

Sales

Go Beyond the Ordinary Managed Services Experience

Do you find it challenging to differentiate your MSP services from the competition and effectively communicate your unique value to potential clients? How can you create irresistible value propositions that clearly articulate the benefits of choosing your services over others in the market when we all have access to the same vendors?

In this session, we'll guide you through the process of crafting compelling value propositions that highlight the specific ways your services can address your client's pain points and deliver tangible results. Learn how to stand out in a crowded marketplace and capture the attention of your prospects with persuasive messaging.

Operations

Identifying Common MSP Operational Challenges

Do you struggle to pinpoint the key operational challenges affecting your MSP business, leading to inefficiencies and reduced profitability? You could continue operating without addressing these challenges, risking customer satisfaction, and hindering your growth potential. You will dive into the common operational challenges faced by MSPs and IT companies. Through interactive discussions and case studies, they will uncover the root causes of these challenges and understand their impact on business performance.

Join us to learn how to identify and address common operational challenges effectively, empowering your team to deliver exceptional service and drive business success.

Sales

The 5 Pre-Requisites of Selling Managed Services

Do potential clients hesitate to commit to your next steps? Does your sales pipeline seem to resemble the shape of a snowman more than an actual funnel? You know you can provide best-in-class services to small business, but just aren't getting the chances to prove it?

In this session, we'll explore practical techniques for establishing trust and credibility throughout the sales process. Ensuring you will secure the needed closes throughout the sales process and getting your sales pipeline to look like a funnel again. Let's starting putting more won deals at the bottom of that funnel!

Marketing

Boost your MSP leads using Automation and AI

Explore the intricate landscape of email marketing automation, strategically designed to assist MSPs in overcoming hurdles and effectively converting prospects along their journey.

Sales

Let's Book Some Appointments

Let me guess - your prospects said they're "all good", they aren't having any real issues and they "got a guy" if they do....

Are you struggling to identify the real needs your potential clients are actually having? Every small business has challenges and needs - unfortunately, most MSP's don't uncover them!

Join us in this session where we'll dive deep into techniques for getting your prospects to share and uncovering client needs through effective questioning and active listening, empowering you to tailor your services to their exact needs and position yourself as the solution provider they've been searching for!

Operations

Optimizing Service Delivery Processes for MSPs

Are your service delivery processes inefficient, resulting in delays, errors, and client dissatisfaction? You could continue with subpar service delivery processes, risking client retention and damaging your reputation in the competitive MSP market. You will explore strategies for optimizing service delivery processes within MSP operations. Through real-world examples and practical exercises, they will learn how to streamline workflows, improve response times, and enhance service quality to meet client expectations. Join us to discover proven methods for optimizing service delivery processes, enabling you to deliver superior services, retain clients, and outperform your competitors.

Sales

This is going to MAKE or BREAK your Sales Presentation…

"Any chance we could speed this up?"

"Can you just give me the price already?"

"I have another meeting I need to get to, you can finish the presentation with my office manager and I'll get back to you."

All too often, MSP's present their solutions to potential clients in the same fashion you would expect a fifth grader to present to their classmates- reading from generic slides and print outs, talking only about themselves and not really reading the room...

Join this session and learn how to effectively present your solutions and keep your prosects engaged on the edge of seats. Get ready to close from the stage!

Leadership

The Seven Elements of Successful Negotiation

Loading description, please check back later...

Finance

Understanding MSP Finance Challenges

Are you struggling to grasp the intricacies of financial challenges specific to running your MSP? Ignoring financial complexities can lead to missed opportunities and hindered growth. Are you willing to take that risk? Join us for an insightful session where we unravel the unique finance challenges faced by MSPs, empowering you to make informed decisions and maximize your financial potential.

Sales

Winning the Deal the Day You Present

Are objections from potential clients derailing your sales conversations and hindering your ability to close new agreements? What if you could anticipate and effectively address objections before they arise, leading to smoother sales interactions and increased success rates?

Join us for this session where we'll equip you with proven strategies for overcoming common objections in the MSP sales process. Learn how to confidently respond to concerns about pricing, timing, and competition, turning objections into opportunities to further demonstrate the value of your services and ultimately secure new agreements.

Sponsor

Cleaning Out the Closet: Making the Jump from On-Prem to Datacenter

Is your on-premise solution starting to feel like a messy IT closet? It might be time to clean things up and move to the cloud. In this session, we’ll explain the core differences between on-premise and cloud solutions, and dive into the challenges and opportunities that come with the switch. We’ll also give you the tools to evaluate costs, scalability, security, and efficiency so you can make an informed decision.

Sponsor

The 5G Advantage: Never Say 'The Internet is Down' Again

Ready to unlock a game-changing revenue stream that your competitors haven't discovered yet? Join this explosive 10-minute keynote to learn how top-performing MSPs are generating substantial monthly recurring revenue by transforming connectivity challenges into their most profitable service offering.

Stop leaving money on the table. We'll reveal how enterprise-grade 5G bonding technology isn't just solving your clients' biggest headache – it's creating a new high-margin revenue category that practically sells itself. Through real client success stories and ROI examples, you'll discover why MSPs who've adopted this solution are seeing:

  • 30%+ increase in monthly recurring revenue

  • Near-zero client churn rates

  • Dramatically reduced support tickets

  • Higher-value service contracts

  • Eliminated internet-down emergencies

  • Key Money-Making Insights:

  • How to package and price 5G as a premium service

  • Why clients willingly pay more for guaranteed uptime

  • The secret to winning against traditional ISP offerings

  • Real numbers: Cost vs. Revenue breakdown

  • This keynote will hand you the blueprint for delivering what every client wants: a network that never goes down. Perfect for MSP owners and sales leaders ready to differentiate their offering and boost their bottom line.

HR

Identifying Internal Culture Challenges

Are you struggling to pinpoint the underlying issues in your MSP's internal culture that hinder effective communication? Ignoring or downplaying internal culture challenges can lead to stagnant growth and decreased employee morale. Are you prepared to continue operating in an environment where communication barriers persist? Join us in this session where we identify and address internal culture challenges within MSPs. Learn how to recognize signs of poor communication and cultural roadblocks, paving the way for a more cohesive and productive work environment.

Operations

Crafting a Performance Compensation Plan that Actually Works

Are you struggling to maintain compliance with regulatory requirements and ensure robust security measures within your MSP operations? You could neglect compliance and security considerations, risking data breaches, legal liabilities, and reputational damage to your business. You will learn how to ensure compliance and security within MSP operations. Through interactive discussions and case studies, they will explore regulatory requirements, industry standards, and best practices for safeguarding client data and mitigating security risks. Join us to gain insights into ensuring compliance and security in MSP operations, enabling you to build trust with clients, mitigate risks, and protect your business reputation.

Sales

Bridging the Gap: Aligning Technical Expertise with Business Value

Discover how stronger collaboration between sales and technical teams can transform your MSP's client experience and drive growth. Led by our Director of Technology, this session will explore strategies for achieving technical alignment, enhancing sales effectiveness, and improving client satisfaction and retention. By the end of the presentation, you'll be equipped with actionable insights to seamlessly connect technical solutions with business value, positioning your MSP for success.

Finance

Budgeting Brilliance: Overcoming Financial Hurdles in MSP Operations

Are you finding it challenging to budget effectively for your MSP operations, leading to financial instability? Continuing with ineffective budgeting practices may result in financial losses and hindered business growth. Is that the path you want to take? Discover practical strategies and tools to overcome budgeting hurdles specific to MSPs, enabling you to optimize your financial planning and drive sustainable growth.

Operations

Maximizing Technician Productivity in MSP Operations

Are your technicians struggling to manage workload effectively, leading to missed deadlines and dissatisfied clients? You could continue with ineffective technician management practices, risking burnout, turnover, and compromised service quality. You will explore strategies for maximizing technician productivity within MSP operations. Through hands-on exercises and role-playing scenarios, they will learn how to leverage tools, techniques, and best practices to empower technicians and drive efficiency. Join us to discover actionable strategies for maximizing technician productivity, empowering your team to deliver exceptional service while maintaining work-life balance.

Sales

Finding an MSP Sales Superstar – Easy Right?

Loading description... come back soon.

Marketing

Bridging the Divide: Aligning Sales and Marketing for Ultimate Growth

Explore the intricate landscape of email marketing automation, strategically designed to assist MSPs in overcoming hurdles and effectively converting prospects along their journey.

HR

Unveiling Cultural Hurdles in MSP Environments

Are unresolved internal cultural issues stifling productivity and innovation within your MSP? Neglecting to address cultural hurdles can lead to disengaged employees, increased turnover, and diminished client satisfaction. Can your MSP afford to overlook the impact of cultural challenges on its workforce and overall performance? Join us in this session to uncover the root causes of cultural hurdles commonly faced by MSPs. Gain insights into how these challenges manifest in daily operations and learn strategies to identify and mitigate their impact. Empower your team to navigate cultural obstacles, fostering a more positive and collaborative work environment.

It’s Time to

Take Your MSP

to the Next Level

Don’t keep spinning your wheels while others race ahead. Reserve your spot and discover how to transform your MSP in just three days.

Register Now!

FAQ

If you own, manage or work for an MSP, Academy is for you. If you own, manage or work for a break-fix business, but want to break into the Managed Services model, this is for you. If you’re a well-established MSP already but are ready to take it to that next revenue bracket, this is for you. Basically, CharTec Academy is all about helping MSPs at any level improve what’s working, restructure what isn’t, and stand out from the herd. All while strengthening your circle of support and having a blast.

Yes! All you have to do is register.

  • Preferred Seating

  • Exclusive After Hours Access to CharTec’s legendary hidden speakeasy

  • Pre- and Post-Event 1:1 Consultations with any Expert of your choice to ensure you and your team are able to implement what you’re learning and are prepared to crush your quarterly goals.

Academy is live and in-person at our headquarters in Bakersfield, CA. If you’re interested in participating in any of our virtual events in the future, make sure you’re on our email list to get all the latest updates.

We do record sessions for our archive and we sometimes add the best ones to CORE, our online learning portal, for our CORE Members. If you’re not a CORE Member yet, contact membership@chartec.net to learn more.

Click this link to get registered.

Absolutely! You’ll have the option on the registration form to enter information for more than one person. As a matter of fact, we strongly recommend you bring your team with you!

Bakersfield has a small local airport (BFL) that is located about 20 minutes away from CharTec headquarters. Typically, you can find direct flights from Los Angeles, San Francisco, Salt Lake City, Denver, Dallas, and Phoenix. Los Angeles airport (LAX) is approximately a 2-3 hour drive to Bakersfield and Fresno airport (FAT) is about 2 hours as well. There is a shuttle that runs from LA to Bakersfield that we can recommend to you, to make the commute easier and cheaper, if you opt to fly into LAX.

If you’re roadtripping into town, these travel estimates might help you gage your time:

  • San Diego – 4 hours

  • San Francisco – 5 hours

  • Las Vegas – 6 hours

  • Phoenix – 8 hours

  • Alberquerque – 11 hours

  • Boise – 12 hours

We have partnerships with local hotels to get you our discounted rate. We recommend Homewood Suites because it is literally right across the street from CharTec—no need to hop in a car each day! But if it doesn’t suit your fancy, we’re happy to make other recommendations for you. In fact, once you’re registered, you’ll receive an attendee planning toolkit straight to your email inbox.

CharTec is located in West Bakersfield near Cal State University – Bakersfield. If you’re coming from I-5, you’ll head East on Route 58 then South on Coffee Road. Mill Rock Way is sandwiched between Ming Avenue and Camino Media.

1600 Mill Rock Way

Bakersfield, CA 93311

View Map

Email us no later than Day 1 of Academy at membership@chartec.net to ensure your registration deposit is either waived or refunded.

While there is some overlap in material (our sales method is foundational!), no two Academies are alike! We’re always adding new content and speakers to the lineup based on what’s coming up in the channel and discoveries we make. Plus, the energy and ideas attendees bring to each Academy makes every Academy unique. It just can’t be recreated!

We love hearing your input! You can let us know your thoughts using this survey or by emailing marketing@chartec.net.

Email us at marketing@chartec.net and we’ll make sure your question reaches the right person.

Monique Rogers

CXO and Co-Founder, CharTec

Dr. Monique Rogers is a visionary leader, lifelong learner, and passionate advocate for holistic well-being and empowerment. As the Co-Founder of ARRC Technology and CharTec, Dr. Rogers has not only built transformative businesses but has also embodied the power of purpose, resilience, and intention in every aspect of her journey.

Her academic foundation is rooted in a Bachelor's degree in Communications with a focus on Business Administration and Marketing from CSUB, a Master’s in Industrial and Organizational Psychology from Walden University, and a Doctorate of Education from USC, where her groundbreaking dissertation, "Negotiation Strategies for Women Impacting the Gender Earnings Gap at Midlife," highlights her commitment to creating equitable pathways for women. She has further honed her wisdom through the Harvard University Program on Negotiation and is currently pursuing a Master's in Law at USC Gould School of Law, embracing continuous growth as a way of life.

Dr. Rogers' professional journey began with a bold vision: transforming a two-person technology repair start-up into ARRC Enterprises, Inc., a thriving managed technology services company and five-time INC 5000 honoree. Alongside its sister company, CharTec, which empowers and educates technology leaders globally, ARRC continues to be a pillar of innovation and service in Kern County after 32 years.

Beyond her professional accomplishments, Dr. Rogers embraces her role as a mother, nurturing two grown young adults, and the loving caretaker of her two rescue dogs. Her spirit of service extends into her personal life, where she finds balance and inner peace through teaching yoga. Grounded in mindfulness, movement, and intention, she inspires others to cultivate harmony in their personal and professional lives.

A recipient of the prestigious CSUB Hall of Fame Alumni Award, Dr. Rogers exemplifies that true success is about aligning ambition with authenticity, heart, and purpose. Her life's work is a testament to the transformative power of perseverance, compassion, and service. Whether she is leading innovative businesses, empowering women, or guiding others toward inner peace through yoga, Dr. Rogers is a radiant force for positive change, reminding us all that wholeness, happiness, and growth begin from within.

Alex Rogers

CEO, CharTec

Alex Rogers is the founder and CEO of CharTec, the channel’s leading provider of total business consulting and training in sales, operations, marketing, finance/accounting and HR. Rogers has successfully helped to transform over 1,200 MSPs and IT Service providers across the globe since launching the company in 2009. A revolutionary thinker and Master IT sales expert, Alex consistently fills seats at any event for his stirring trainings on sales strategies and tactics that completely turn around close ratios and build multi-million dollar businesses.

Before CharTec, Alex saw what the channel was missing: someone that could teach people how to really sell managed services. Using his experience as CEO of multi-million dollar MSP, ARRC Technology, the award-winning practice he founded in 1992 with a $300 investment, he developed CharTec to assist IT service providers with providing and selling equipment under the HaaS model. Since then, CharTec has grown to be the largest MSP training facility in North America focusing on sales, marketing, operations, and culture. Alex has been recognized in the industry as a three time CRN Channel Chief, the Best Breakout at IT Nation, and Bull’s Eye’s Innovator of the Year.

A rapidly growing and acclaimed solution provider in the channel, CharTec is continually recognized for its innovation and has achieved numerous accomplishments since its inception such as two Best Channel Program awards at IT Nation, Best Revenue Generator at IT Nation, Best in Show at IT Nation, Inc. 500/5000 Fastest Growing Private Companies in America, MSPMentor Top 100 MSPs in North America, Bull’s Eye’s Master MSP, Best Channel Program by ASCII, a Best Channel Vendor and “Best Channel Product” by Business Solutions Magazine.

A father of two and avid hunter and fisherman, Alex takes great pride in being a cornerstone of the local business community while providing valuable employment and growth opportunities in a region stricken with double-digit unemployment.

Nick Points

VP, CharTec

Working at CharTec, I am able to combine my experience in Sales Leadership and my passion for Sales to help transform MSP Sales People into Sales Professionals.

I enjoy the opportunity to work with MSP Business Owners and Sales people from all over the world and help them turn the corners in their businesses and reach revenue goals never thought possible.

Specialties Include Public Speaking, Sales Training, Coaching and Accountability, Process Improvement, and Client Management.

Brandi Rogers

Premium Marketing Director, CharTec

Brandi Rogers is a woman of many talents. Not only is she the Marketing Director of CharTec, LLC, but she is also the creator and owner of Brandi Lenore, a professional styling company. What's more, Brandi has a proven track record of success in a variety of fields. For example, she spent 5 years as a Branch Platform Manager for the Bank of America, managing a sales team. And before that, she worked as the operations manager for Cenegenics, a high-end health services provider in Beverly Hills. In both positions, Brandi demonstrated her ability to lead and motivate others to achieve.

results. Not only is she an expert in marketing and sales, but she is also a passionate animal lover. In 2017, she founded Mutts and Runts Rescue, a non-profit organization dedicated to saving stray dogs in Kern County by raising funds to provide medical care. With her vast experience in sales, marketing, and management, Brandi is uniquely qualified to lead CharTec's marketing efforts. Under her guidance, the company has flourished, and she has helped countless MSPs to grow their businesses. Brandi is a true asset to the CharTec team and an inspiration to all who know her.

Dan Martin

Chief Evangelist, CharTec

With over 25 years of dedicated service in the Managed Service Provider (MSP) industry, Dan Martin has continually pushed the boundaries of excellence and innovation. As a dynamic leader, he has held key roles in pioneering organizations and left an indelible mark on the IT landscape.

Professional Journey:

Vice President and Owner - Connections for Business (Retired)

Dan Martin's illustrious career began at Connections for Business, a prominent MSP in South Florida since 1976. As Vice President, he played a pivotal role in shaping the company's success. His visionary leadership ensured clients received cutting-edge, proactive managed service solutions, setting the gold standard for efficiency and reliability.

President of ConnectSMART

Later in his journey, Dan assumed the role of President at ConnectSMART, where he harnessed his deep MSP experience to drive the company forward. His strategic prowess and unwavering commitment to innovation have propelled ConnectSMART to the forefront of the industry. Under his leadership, the company consistently led the market with groundbreaking product roadmaps and real-time visibility solutions for service providers worldwide.

Chief Evangelist - Resplendent Data

Currently, as the Chief Evangelist of Resplendent Data, Dan remains at the forefront of technology. Leveraging his wealth of knowledge and experience, he drives innovation in data visualization and dashboard platforms. His visionary insights continue to shape the industry's future.

Thought Leadership and Industry Impact:

Dan Martin is not just a seasoned expert but also a trusted advisor to many in the IT sector. His extensive knowledge and insights make him a sought-after speaker at national IT conferences. His contributions to the MSP field have set new standards and inspired countless professionals to reach new heights in their careers.

Dan Martin's enduring commitment to excellence, innovation, and the MSP industry makes him a true luminary in the field. His legacy is one of visionary leadership, pushing the boundaries of what is possible, and inspiring others to do the same.

Roger Lawrence

Director of Technology, CharTec

Roger is a visionary IT leader who combines technical expertise with a deep understanding of business needs. With over two decades of experience, Roger brings a wealth of expertise and leadership to ARRC and CharTec.

  • Process Define and Deployment

  • Emerging technology and forward thinking strategy

  • Agreement Tracking

  • Compliance and Regulations

  • Connectwise and Reporting

Tony Bela

CFO, CharTec

Biography coming soon...

Josh Gossett

CEO, CoreTech

I consider myself a very eclectic driven individual. I am an entrepreneur at heart and am addicted to self-improvement. I enjoy creating my own objectives and path in life rather that be within my company or with my family. I live by the philosophy to always strive to be the best version of yourself. I love people and therefore I love the service industry. Success in life and in business is what I look for in every day!

Timothy Yaussi

Solutions Architect, CorKat

Hybrid cloud solutions are best understood coming from a hybrid employee. Tim Yaussi brings a unique approach to the private cloud topic as he works in both sales and operations. He has over 15 years in the IT industry, 7 with CorKat specifically, and has a Physics degree from Colorado State University.

Steve Copeland

Founder & CEO, RYTHMz

Steve Copeland is the CEO of RYTHMz Network, where he leads the company in pioneering 5G network solutions with a focus on secure and reliable connectivity. Under his leadership, RYTHMz has developed strategic partnerships and harnessed the power of satellite communications and 5G technology to optimize client operations. In his concurrent role at NEFT Vodka, Steve has been instrumental in improving IT infrastructure and enhancing customer relationship management, boosting the company's competitive advantage. His leadership style is marked by a commitment to innovation, agility, and a deep understanding of client needs. Steve was recognized as one of the Top 150 SMB Consultants by SMB Nation Magazine in 2012 and received a Channel Choice Award for consulting from Looks Cloudy Magazine in 2013.

Doug Kreitzberg

Founder & CEO, SeedPod Cyber

As CEO of USI Affinity and Programs (2004-2018), Doug led affinity business development, marketing and program businesses, including professional liability, commercial property & casualty, personal lines and life and disability programs.

In 2018, Doug founded a cybersecurity and data privacy risk consulting firm. It was through his consulting practice that he learned the value that Managed Service Providers bring to small and medium sized businesses. That insight formed the basis for SeedPod Cyber, a cyber insurance managing general agency Kreitzberg founded in 2021 which partners with Managed Service Providers to provide cyber insurance to their clients.

Todd Billiar

Director, Strategic Partnerships

Todd Billiar has over 25 years of dedicated experience in the field of technology consulting and service, as a technical specialist, a manager, and a vendor. He brings years of experience in the channel, having worked for large and small VARs, MSPs, and multiple IT channel-focused vendors.