Tuesday, February 09, 2027
9:00-9:45am
Tuesday - 2/09/27
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MSP Expo Business (Room 260B)
SMB buyers don't buy generic AI hype; they buy solutions that solve workflow friction, mitigate risk, and control costs. This combined panel outlines how MSPs can move from ad-hoc AI builds to a standardized, high-margin service line. Attendees will learn how to sell paid foundation engagements, establish data readiness and guardrails, apply the four-phase AI practice playbook, and translate technical capabilities into C-suite business priorities.
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10:00-10:45am
Tuesday - 2/09/27
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MSP Expo Business (Room 260B)
Capitalizing on M365 Copilot & Agent 365: Packaging User Adoption, Credit Management, and Agentic Workflows
MSPB-02 Microsoft has evolved its AI strategy from seat-based Copilot licensing to usage-based Copilot Credits, M365 E7, and Agent 365. Flipping on licenses is a technical task, but driving real adoption and agent governance requires organizational change management. This session shows MSPs how to package, market, and deliver structured adoption frameworks that engage client executives while building a recurring service line around usage-based agent credit management.
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11:00-11:45am
Tuesday - 2/09/27
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12:00-12:30pm
Tuesday - 2/09/27
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1:30-2:15pm
Tuesday - 2/09/27
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MSP Expo Business (Room 260B)
Maximizing Enterprise Value: Operational Benchmarking, Multiple Drivers, and Exit Readiness
MSPB-05 Revenue growth alone does not dictate an MSP's valuation during an acquisition. Drawing on data covering 10,000+ IT organizations, this executive panel examines what buyers actually pay a premium for. Attendees will learn how to benchmark their operational performance across 8 core focus areas, identify valuation gaps suppressing their EBITDA multiples today, secure key agreements, and make strategic operational improvements that maximize enterprise value prior to exit.
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2:30-3:15pm
Tuesday - 2/09/27
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MSP Expo Business (Room 260B)
Navigating M&A: Overcoming Deal Killers, Executing Integrations, and Offering Tech Due Diligence
MSPB-06 M&A transactions stall during negotiations, fail during post-close integration, or break down during technical due diligence. Combining buy/sell-side negotiation expertise, real-world integration playbooks, and technical due diligence frameworks, this masterclass covers how to avoid deal killers, protect company culture, align leadership, and build a high-margin "Tech DD" advisory offering for investors and buyers.
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3:30-4:00pm
Tuesday - 2/09/27
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Wednesday, February 10, 2027
9:00-9:45am
Wednesday - 2/10/27
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MSP Expo Business (Room 260B)
Fixing the MSP Value Gap: From Value Proposition to Mining Warm Leads in Your Existing CRM
MSPB-08 Running outreach or trying to sell to an under-optimized contact list with unclear messaging only amplifies market confusion. This combined masterclass bridges value definition, CRM lead activation, and pipeline conversion. First, learn how to diagnose your growth constraints, clarify your value proposition, and convert site traffic into appointments. Then, apply the "Theater Seat Map" framework to categorize your existing contact base by trust and familiarity—allowing you to deploy high-converting messaging and AI tools to reactivate dormant CRM leads without spending extra ad dollars.
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10:00-10:45am
Wednesday - 2/10/27
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MSP Expo Business (Room 260B)
Building the Modern MSP Revenue Engine: Transitioning Founder-Led Sales into an AI-Powered Growth Machine
MSPB-09 Relying on founder-led selling creates an artificial ceiling on MSP growth, while bolting AI onto fragmented sales workflows yields inconsistent results. Transitioning to a scalable revenue engine requires a repeatable sales methodology paired with a modern AI tech stack. Learn how to define ideal client profiles, institute structured sales processes, and set clear accountability, then discover how to layer AI across the entire revenue lifecycle—from prospect identification and deal conversion to account expansion and automated forecasting—without losing essential human relationships.
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1:30-2:15pm
Wednesday - 2/10/27
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MSP Expo Business (Room 260B)
From Bookkeeping to Business Control: What MSPs Should Expect from an AI-Enabled Finance Function
MSPB-10 Financial management is often limited to basic bookkeeping and retroactive reporting. By integrating accounting data, PSA metrics, vendor invoicing, and contracts into an operational control system, MSPs can systematically eliminate margin leakage. Learn how AI-enabled financial agents uncover profit erosion—such as vendor cost drift, unbilled licenses, and misallocated project labor—in real time.
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2:30-3:15pm
Wednesday - 2/10/27
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MSP Expo Business (Room 260B)
Standardizing Service Delivery: Eliminating Operational Exceptions and Scaling Co-Managed IT
MSPB-11 Custom SLAs, one-off workflows, and client workarounds transform a scalable MSP into dozens of inefficient sub-businesses. This session explores how compounding exceptions erode margins and demonstrates how to audit, standardize, or re-price custom services. It also covers Co-Managed IT (CoMIT) strategies to capture enterprise revenue alongside internal IT teams without taking on custom operational chaos.
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Thursday, February 11, 2027
9:00-9:45am
Thursday - 2/11/27
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MSP Expo Business (Room 260B)
The Modern MSP Pricing & Packaging Masterclass: From Per-Seat to Outcome-Based Bundles
MSPB-12 Legacy per-seat pricing models erode margins as MSPs absorb vendor cost increases and add complex security, compliance, and AI management layers. This masterclass provides a framework to transition from per-user commodity tiers to high-margin, outcome-based bundles aligned with business risk and productivity. Learn how to package AI enablement, build auto-escalation guardrails into MSAs, and re-price existing clients without triggering churn.
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10:00-10:45am
Thursday - 2/11/27
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MSP Expo Business (Room 260B)
Mastering the QBR: Transforming Routine Account Reviews into Strategic Expansion Engines
MSPB-13 Redefine Quarterly Business Reviews into proactive strategic alignment frameworks focused on executive metrics, risk reduction, and roadmapping. Learn how to structure high-impact review decks that convert routine client meetings into high-margin service upsells and multi-year contract extensions.
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11:00-11:45am
Thursday - 2/11/27
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