MANAGED SERVICES & BEYOND
"GETTING INTO MANAGED IT"

Managed Services & Beyond 2017-04-14T16:43:24+00:00

Day 1 – April 19th

9:00AM – 9:50AM

Growing Your Business Profitably with Managed IT Services – Acquire, Build or Partner?

Many IT Solution Providers and Office Equipment Dealers are either starting or growing Managed IT Services lines of business. There are three ways to build or scale the service delivery capability: build it yourself, buy someone, or partner with another provider. All have advantages, downsides and risks, and they can be used in combination. Join Paul Dippell, CEO of the foremost industry consulting firm, Service Leadership, Inc. for this compelling and actionable session on the pros and cons of pursuing each of these paths. Paul will also share current valuation multiples and deal structure for buying IT companies. Also joining will be a Copier Dealer who has succesfully pursued one of these strategies to accelerate and de-risk their Managed IT Services initiative. This is a rare chance to hear from a leading expert and a successful dealer, in one valuable session.

Paul Dippell
Paul DippellCEO, Service Leadership Inc

Paul is CEO of Service Leadership, Inc. a leading Solution Provider and IT vendor consultancy and publisher of the Service Leadership Index®, the foremost industry benchmark. Prior, at USBX Advisory Services, Paul established its IT M&A practice, leading its founding transaction. At All Covered, Inc., a large SMB IT services provider, he led M&A and Integration, executing and integrating 18 transactions. He then founded a successful mid-market IT services firm with two private equity raises. At Xerox, Paul was Vice President of Managed Services, serving F500 customers worldwide, and regional Vice President for one-quarter of the division’s field operations. Prior, at CompuCom, he was National Vice President of IT Operations Consulting for this $2BB IT Solution Provider.

Greg Van De Walker
Greg Van De WalkerSr Vice President - IT Channel & Services, Collabrance, LLC

Greg provides strategic leadership for Collabrance which is a wholly owned subsidiary of GreatAmerica Financial Services. Collabrance helps organizations grow their managed service offering by providing a premium master managed service program. Working with a master managed services provider helps organizations scale their managed services offering faster, with less risk and more profitably. Collabrance helps partners in various channels. Today Collabrance has partners that are Managed Service Providers, Unified Communication companies and traditional office equipment dealers.

Erik Braden
Erik Braden Partner, Braden Business Systems

Erik’s role at Braden is to facilitate profitable growth through driving internal and external initiatives including the execution of complementary acquisitions with the core mission of improving customer experience and value. He previously spent time at the private equity firm, CID Capital, where he executed multiple acquisitions and helped manage key management executives and strategic decisions within these firms to build value. Also, he spent several years at JPMorgan Chase (New York City) in the mergers and acquisitions group closing several large deals. He has also had experience at Credit Suisse (Zurich, Switzerland) & Bear Stearns (Los Angeles) in private wealth management as well as Village Ventures in venture capital. Erik grew up working at Braden including working summers in the warehouse and sales where he created the company’s first online presence.

Preston Woolfolk
Preston WoolfolkVP of Operations & Technology, Documation, Inc.

Preston Woolfolk is the VP of Operations & Technology for Documation, Inc., a company that focuses on becoming the premier business technology integrator within its market area. As an up and coming professional in the South Texas markets, Preston spearheaded the initiative into the Managed IT realm in 2011, a previously unexplored venture for Documation, Inc.

An entrepreneur in the field, Preston has spoken at several industry conferences highlighting the challenges that a dealer faces during the transition from a traditional copier dealership to a true business technology provider.

Preston’s unique journey into the Managed Network Services realm establishes Documation, Inc. as an industry leader in providing services to the modern workplace.

11:00AM – 11:50AM

Financing and Legal Impacts of Software Solutions Sales

A look at the legal impact of selling managed IT, including the legal status of supplies, agreements and best practices in this fast-evolving arena.

Tricia Judge
Tricia JudgeExecutive Director, International ITC

Tricia Judge has served as the Executive Director of the International Imaging Technology Council, a not-for-profit trade association serving imaging supplies remanufacturers and dealers, for 17 years. Judge is an industry expert in the antitrust and intellectual property litigation that is prevalent in the printing industry. Judge was the Executive Editor of Recharger Magazine for five years. A lawyer for 30 years, Judge also has litigation experience. Judge’s work has been published in Recharger, Imaging Spectrum, Recycling Times, Recycler Magazine, ENX Magazine, Nevada Lawyer Magazine, ASTM Standardization News, and has won critical acclaim for her writing and industry advocacy. She has assisted in the preparation of four friend-of-the-court briefs presented to the U. S. Supreme Court and federal circuit courts, Judge has presented the position of the industry to the International Trade Commission and the Federal Trade Commission. As the first executive director of the International Imaging Technology Council, Judge has promoted the association and is a regular speaker at industry meetings around the world.

2:30PM – 3:20PM

Managed IT Best Practices

Office technology dealers have been adding the Managed IT Services business model for years, some have failed and others have succeeded. What does commitment look like? Did they invest in the right people, the right technology stack and did they have the processes in place to achieve success? Attend this session and hear from IT expert Paul Dippell of Service Leadership and an office technology provider as they highlight the lessons learned, what Best in Class Managed IT looks like, and how solution providers getting in now can avoid the common pitfalls and shorten their time to profitability.

Paul Dippell
Paul DippellCEO, Service Leadership Inc

Paul is CEO of Service Leadership, Inc. a leading Solution Provider and IT vendor consultancy and publisher of the Service Leadership Index®, the foremost industry benchmark. Prior, at USBX Advisory Services, Paul established its IT M&A practice, leading its founding transaction. At All Covered, Inc., a large SMB IT services provider, he led M&A and Integration, executing and integrating 18 transactions. He then founded a successful mid-market IT services firm with two private equity raises. At Xerox, Paul was Vice President of Managed Services, serving F500 customers worldwide, and regional Vice President for one-quarter of the division’s field operations. Prior, at CompuCom, he was National Vice President of IT Operations Consulting for this $2BB IT Solution Provider.

Preston Woolfolk
Preston WoolfolkVP of Operations & Technology, Documation, Inc.

Preston Woolfolk is the VP of Operations & Technology for Documation, Inc., a company that focuses on becoming the premier business technology integrator within its market area. As an up and coming professional in the South Texas markets, Preston spearheaded the initiative into the Managed IT realm in 2011, a previously unexplored venture for Documation, Inc.

An entrepreneur in the field, Preston has spoken at several industry conferences highlighting the challenges that a dealer faces during the transition from a traditional copier dealership to a true business technology provider.

Preston’s unique journey into the Managed Network Services realm establishes Documation, Inc. as an industry leader in providing services to the modern workplace.

Day 2 – April 20th

9:00AM – 9:50AM

Develop High Margin MRR while Securing Your Clients

This session will cover different security strategies that can be implemented at a high ROI, delivering a high margin product for you while properly protecting your clients information.

Ilan Sredni
Ilan SredniPresident & CEO, Palindrome Consulting

Ilan Sredni, President & CEO of Palindrome Consulting, is a well-respected business leader who has authored 3 books on Information technology with his latest, Easy Prey becoming and Amazon best-seller.
Ilan and Palindrome specialize in servicing Small and Medium sized businesses with their ever changing technology needs. Ilan is a founder of the (IBCTE) Institute of Business Communications and Technology Excellence and prides himself in educating business leaders on the perils of badly managed IT. Ilan is a member of the FBI’s infragard and the US Secret Service Electronic Crimes Task Force, both partnerships between the private sector and the federal government. Ilan is also a proud member of the Microsoft Partner Research Panel and was invited by RONIN Corporation to serve on an IT Advisory Panel, featuring an exclusive international community of IT decision-makers that consults on important issues. Mr. Sredni has been featured in many leading professional publications and often donates his time for speaking engagements to non-profits as a way to give back.

11:00AM – 11:50AM

How to Earn an A+ on Assessments for MPS (MPSA Exclusive Content)

Learn from successful dealers who have increased their net income by adding complimentary business solutions such as Managed IT, 3D, and VOIP

Aldo Spensieri
Aldo SpensieriVP MPS Solutions, Clover Imaging Group

Aldo Spensieri, Vice President MPS Solutions for the Clover Imaging Group, has been Involved in the data products and printer supplies aftermarket industry for close to 30 years, of which the last 15 years have been focused specifically in the cartridge remanufacturing industry. He has been instrumental in the development and successful implementation of Clover’s Axess Managed Print Services Program. Aldo is also actively involved in many advisory and peers groups related to the Managed Print Services industry such as being the Chair of the MPSA’s Education Committee, actively participating on the Seat Based Billing council and many more.

2:30PM – 3:20PM

The keys to successfully incorporate Infrastructure, Platform and Software into your Managed IT Services

Learn how to make money, add value, maintain ownership and still deliver best in class on-premise and cloud solutions, all while offering your services as a 100% operational expense.

Greg Van De Walker
Greg Van De WalkerSr Vice President - IT Channel & Services, Collabrance, LLC

Greg provides strategic leadership for Collabrance which is a wholly owned subsidiary of GreatAmerica Financial Services. Collabrance helps organizations grow their managed service offering by providing a premium master managed service program. Working with a master managed services provider helps organizations scale their managed services offering faster, with less risk and more profitably. Collabrance helps partners in various channels. Today Collabrance has partners that are Managed Service Providers, Unified Communication companies and traditional office equipment dealers.

Brian Wells
Brian Wells Director of Product Development, Collabrance, LLC

Brian Wells, Director of Product Development, is responsible for the product and service offerings as well as helping its partners, team members, suppliers and stakeholders understand the program. Prior to joining Collabrance, Brian was the Director of Information Technology for 2 other Eastern Iowa organizations. He started his own VAR and MSP business in 1996, and sold it in 2006. A graduate of DeVry, Brian has over 30 years of experience in the IT space. He joined Collabrance as a Tier 3 Engineer in the NOC prior to being promoted to his current role on the leadership team

Ryan Shea
Ryan SheaOwner, Info-Flow

Owner at Info-Flow LLC, a managed services company.  Twenty plus years within the document solutions and technology industries.   Unique perspective of industry having contributed on dealer side, wholesaler side, consulting side, and finally building and running a cloud services firm. Ryan started Info-Flow to capitalize on game-changing solutions to the problems businesses were experiencing with their traditional IT infrastructure. We recognized that businesses were drowning in an ever increasing pool of outages and costs while struggling to advance their strategic business initiatives. The unique Info-Flow approach to IT infrastructure frees the business from the burden of IT and allows focus on core competencies.

Pass Options and Pricing

  • Expo Hall Pass
  • Early Reg: $139 / At Door: $199
  • Expo Hall Admission
  • PIA Awards
  • Register
  • Education Pass
  • Early Reg: $209 / At Door: $299
  • Education Sessions
  • Expo Hall Admission
  • PIA Awards
  • Register
  • Certificate Pass
  • Early Reg: $279 / At Door:$399
  • Executive Certificate in IT Security*
  • Expo Hall Admission
  • PIA Awards
  • Register

*The purchase of the Certificate Pass includes access to an exclusive track of education which allows attendees to earn a certificate in IT Security from CompTIA and differentiate themselves from their competition!

Attendees who choose to earn the certificate will be unable to participate in ITEX Educational sessions as the certificate and education run concurrently.