28 THE CVxEXPO I NOVEMBER 3 – 5, 2025 11:25 a.m. to 11:55 a.m. – Aurora Meeting Room A How Advisors & MSPs Can Leverage AI Most channel partners know they must be ready to discuss AI with customers and prospects, but only a minority are confident when it comes to starting a conversation about AI solutions and value propositions. One of the best ways for advisors and MSPS to build confidence and fluency around AI is to use AI-enabled tools within their own internal operations and processes. From marketing automation and quoting tools to basic office productivity and organization, this panel will discuss the AI tools agencies can utilize to get a better understanding of the outcomes AI can deliver and gain credibility when leading conversations with clients. Co-Presenters: Peter Radizeski, President, RAD-INFO, Inc. Chris Torbit, Managing Partner, Clarus Communications 11:25 a.m. to 11:55 a.m. – Aurora Meeting Room B Telecommunication Tax Optimization Gets Results Our expert panel will discuss how service providers can benefit from tax optimization through: • S ubscriber Stickiness – Customers are less likely to leave when they feel they are paying a fair price. Your invoice is how you communicate with them each month. If the taxes on your invoice are higher than a competitor’s, they’ll question your credibility. Attendees will learn how to optimize their taxes so that their clients’ tax liability is lower. • Increased Profitability – Adopt a regulatory recovery fee to help offset your costs for billing and compliance. We’ll focus on best practices for truth-in-billing compliance. • Compliance – Taking compliance helps you avoid being an “audit target” and, when sold, adds to the value of your company. Moderator: Phil Josephson, Managing Director, Sterling Business Law, Panelists: Michael Gallucci, President, TelServe Communications Services Jeff Lytle, Founder & President, Sandy Beaches Software Kevin Reno, President, Southern California Telephone Company Keynote All-Star Panel: TSD Directions 12:20 p.m. – Cira Ballroom As an independent event, we bring you an independent perspective like no other. This panel of executives from the channels’ most important and influential technology solutions distributors (TSDs) will dive into the key topics impacting your business strategies as we head into 2026. Join NHC’s Glen Nelson as he leads our All-Star panel through discussions on the evolving role of TSDs, how TSDs can best enable partners now and moving forward, as well as how TSDs can help partners move ‘up the stack’ to stickier services. Moderator: Glen Nelson, Co-Founder, Vice President of Marketing & Business Development, NHC Panelists: Tim Allen, Executive Vice President of Sales, Bridgepointe Technologies Tim Basa, Senior Vice President of Sales, Telarus Chris Shubert, Vice President of Channel Sales, AppDirect Ryan Yakos, Senior Vice President, Central, Mountain and PNW Regions, Sandler Partners Inspirational Keynote: Sal Gonzalez, Wounded Warrior Project 1:15 p.m. – Cira Ballroom Born and raised in East Los Angeles, Sal Gonzalez was inspired by the events of 9/11 to enlist in the U.S. Marines infantry out of high school. While serving as a machine gunner in Iraq in 2004, Gonzalez’s truck was hit by an IED, leaving him with a traumatic brain injury, PTSD and ultimately cost him his left leg below the knee. When Gonzalez returned to the United States, Wounded Warrior Project met him with a promise that if he needed anything the organization would be there to help. Once he was released from the hospital, Gonzalez immersed himself in WPP, which he says gave him new perspective and purpose. He has turned that motivation into a career that spans his two greatest passions: music and helping other service members. CVxEXPO25 is honored to host Sal Gonzalez, who will share his story of courage, perseverance, recovery and growth, including how WWP has aided his recovery and transition back to civilian life.
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