20 THE CVxEXPO I NOVEMBER 3 – 5, 2025 TUESDAY, NOVEMBER 4, 2025 Kickoff Keynote: Adapt or Get Left Behind: Becoming a Modern Technology Advisor Tim Basa, Senior Vice President of Sales, Telarus 12:30 p.m. – Cira Ballroom In the trenches of the technology channel since 1994, Tim Basa has been helping businesses to grow, adapt and thrive through seismic industry shifts and the emergence of megatrends that have reshaped the business. In this keynote, Tim shares what it means to be a modern technology advisor in today’s environment and why those who don’t evolve will be left behind. Whether you’re a veteran advisor or just starting out, you’ll walk away with can’t-miss strategies to gain clarity, build confidence and create momentum as you finish 2025 strong and launch into 2026 ready to maximize this generational shift. 1:15 p.m. to 1:45 p.m. – Meeting Room Aurora A Systems Make Your Valuation Grow The right management systems and analytics can make all the difference for optimizing your business, aiding customers and staying competitive. Yet many technology advisors run their agencies using a variety of disparate and outdated tools, making tasks such as tracking statements, reconciling commissions and following up on customer updates time-consuming and inefficient. Learn from peers what systems and tools they’ve put in place to scale more effectively and add efficiency to their agencies. Moderator: Peter Radizeski, President, RAD-INFO, Inc. Panelists: Don Douglas, President & CEO, Liquid Networx Brooke Frank, Founder & CEO, Ten4 and ForgeOS Bill Patchett, Founder & CEO, P2 Telecom 1:15 p.m. to 1:45 p.m. – Meeting Room Aurora B Usable Customer Experience AI We are well past the days of selling AI simply as a shiny new tool that is available in a toolkit. Technology advisors and MSPs that move beyond the marketing blather and attach AI solutions to real business problems will gain more traction with IT decision makers. In this session, our expert panel will discuss the differences between flashy AI and usable AI that is actually helping customer service teams solve customer issues. Moderator: Aarde Cosseboom, Founder, Palomarr Panelist: Stephen Howard, Director of Sales, Level365 Jai Oliver, Head of Sales, Sharpen Tom Phelan, CTO & Vice President of Technology, Unified Office Jim Serpa, Regional Partner Manager, Zoom 1:15 p.m. to 1:45 p.m. – Meeting Room Aurora C What TAs and MSPs Need to Know to Sell SASE For technology advisors guiding clients on their secure connectivity and networking solutions, this meat-and-bones bootcamp will drill down on the information they need to know about this key technology within the increasingly important category of edge networking. AireSpring’s Stephen Sigmon will provide insight into the key values, potential caveats and unique capabilities of SASE to meet diverse business needs. Attendees will leave with a full understanding of the outcomes SASE services provide multi-location and multinational companies. Presenter: Stephen Sigmon, Vice President, Solutions Engineering, AireSpring General & Breakout Sessions Schedule
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