20 THE CVxEXPO I NOVEMBER 12 – 14, 2024 24 9:50 – 10:30 a.m. – Meeting Room Red Bird K&L How the Hell Can Channel Partners Monetize AI AI and AI-enabled solutions arguably represent the largest opportunity the channel has seen in a long time. At the same time, it’s also one of the most complex and pervasive technologies to ever come to market. And customers need to be fully confident that advisors can help them on their AI journeys. In this session attendees will gain an understanding of where AI customer conversations are going, where the real use cases are now and in the near future, and how AI can lead advisors deeper into customer relationships across multiple departments and functions. Moderator: Dany Bouchedid, Founder & CEO, COLOTRAQ Panelists: Nick Unger, Managing Partner, AlterityAI Jeff Rogers, Partner & Data Lead, Compoze Labs Matt Bange, Manager, Solutions Consulting – AI & Automation, Five9 9:50 – 10:30 a.m. – Meeting Room Dove I Regulatory, Compliance & Billing Track Session #3 SALT, Regulatory Fees and Billing Integrations Done Right to Protect Your Company’s Value State and local tax (SALT) obligations, and regulatory and billing requirements often require a disproportionate amount of time and resources. Not giving them the proper respect and attention, on the other hand, can have detrimental impacts on a business. This third session in our Regulatory, Compliance and Billing track will show attendees how to stay current by always looking over the horizon and make sure you your accounting, billing, sales, and finance departments align. Subject experts will define the most pressing issue surrounding SALT, explain Tax Mapping and what it entails and how Safe Harbor may not be your friend. Moderator: Jonathan Marashlian, Managing Partner, Marashlian & Donahue Panelists: Jeff Lytle, Founder & President, Sandy Beaches Software Michael Yokay, Director of Business Development, Ceretax Tom Forte, President, Red Jacket Solutions, LLC 9:50 – 10:30 a.m. – Meeting Room Red Bird J Cybersecurity Workshop: Developing an FTC-Compliant Program Accomplished security training expert Jonathon Cox leads a hands-on workshop in which attendees work through the steps of developing a cybersecurity program that meets the 2024 FTC mandates. This session will include the steps to creating templates for policies, procedures and controls that align with both FTC requirements and NIST CSF. Attendees will leave with a draft of a compliant cybersecurity program tailored to their organization’s needs. Presenter: Jonathan Cox, Vice President of Information Security, C3 Complete 10:40 – 11:20 a.m. – Meeting Room Red Bird K&L Multiply Your SD-WAN Sales While some consider SD-WAN as simply an MPLS killer, SD-WAN is in demand largely due to business needs for security, QoS and network management. Getting the most out of SD-WAN – for both provider and customer – requires a consultative sales approach that includes a firm understanding of intended outcomes and how they can be delivered. To help partners close more SD-WAN business, our experts will break down real-world sales scenarios and highlight the key questions and conversations surrounding the who, what, where and why of actual SD-WAN sales cycles. Moderator: Peter Radizeski; President, RAD-INFO, Inc. Panelists: Bernard Breton, CEO, Adaptiv Chris Soucie, Director Brand Strategy and Partner Engagement, NHC Ryan Yakos, Senior Vice President, Central Region, Sandler Partners
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