Anaheim | Ft. Laud | Austin | Chicago | Ann Arbor | Charlotte | Toronto | NY/NJ | Seattle


February 21-22


Hyatt Regency Orange County


Designed Specifically for Managed Service Providers
Take Your IT Services to the Next Level

Welcome! We continue to make the ASCII IT Success Summits dynamic and designed to deliver maximum value to Managed Service Providers. Our agenda is geared to help MSPs grow their business, offer additional services, help their customers transition to the cloud and increase monthly recurring revenue opportunities. - Jerry Koutavas, ASCII President

The Speakers

Former White House CIO & Cybersecurity Authority Starring on CBS’s, “Hunted”

Theresa Payton, President & CEO, Fortalice Solutions; Co-Founder, Dark Cubed

As the star of the CBS TV series, “Hunted,” Theresa Payton identifies emerging trends and techniques to help combat cyber threats, from the impact of the Internet of Things to securing Big Data.

The first female to serve as White House chief information officer, and named #4 on IF SEC Global’s list of the world’s Top 50 cybersecurity influencers in security & fire 2017, Theresa is one of America’s most respected authorities on Internet security, data breaches and fraud mitigation. With real-world strategies and solutions, she helps public and private sector organizations protect their most valuable resources.

How MSPs Can Avoid Legal Disasters That Will Drain Their Company’s Funds

Bradley Gross, Managing Partner at Law Office of Bradley Gross, P.A.

Bradley Gross is the founding partner of the Law Office of Bradley Gross, P.A., a law firm that focuses on transactions involving managed service providers, VARs, technology solution resellers, cloud solution providers, IT professionals and technology companies worldwide.

Lessons From the Field: Hurricane Harvey – What MSPs May Overlook in their Business Continuity Planning

Lamar Curtis, President, IAG Business Technology

Fellow ASCII Member and President Lamar Curtis of IAG Business Technology is one of Houston’s leading information technology service organizations.

It’s Happening Now – How One Company is Helping MSPs Generate Recurring Revenue Using IoT

Tim Martin, Business Development Manager, Action Point Software Development

Recently awarded Microsoft’s Solution Provider of the Year, Action-Point’s Tim Martin is no stranger to technology. Originally from Belfast, Ireland, Tim initially sold hardware systems in the early nineties which lead him


Channel Account Manager, Webroot


Account Executive - Partner Network, SherWeb


VP of Channel, Pax8


Channel Chief, ConnectMeVoice & Mailprotector


President, Vertical Axion


VP of Business Development & Client Coaching, Technology Marketing Toolkit


CEO, Solutions Granted


Channel Development Manager, Datto


Director of Distribution & Strategic Communities, Intermedia


CEO, Carvir


Field Marketing Manager, Pax8


Vice President of Resale Product Management, Windstream


Global & National MSP - Wholesale Account Executive, Windstream


VP & Co-Founder, GreenLink Networks


Partner Program Specialist, Duo Security


Southwest Regional Vice President, Star2Star


Vice President of Channel, Cytracom


Packed with high quality content, just for you.

12:00 pm - 1:00 pm

Networking Lunch, Badge Pick Up & Kickoff Team Building Activity

Located in Royal AB & Hall

1:00 pm - 1:30 pm

Lessons From the Field: Hurricane Harvey – What MSPs May Overlook in their Business Continuity Planning

Lamar Curtis, IAG Business Technology

1:30 pm - 2:00 pm

Multi-Vector Threats and What They Mean for MSPs

Sarah Morgan, Webroot

According to the 2017 Webroot Threat Report, ransomware, exploit kits, malicious Android™ apps, and high-risk URLs are still on the rise. Today’s cybercriminals combine a range of threat technologies to attack using multiple vectors, from malicious email attachments to infected web ads. They deploy these attacks in numerous stages to exploit the blind spots of signature-based security, infecting computers and networks worldwide. Join this session to learn why layered defenses are the only way to stop zero-day threats, and how MSPs can use Webroot multi-vector endpoint protection, DNS protection and Security Awareness Training to secure clients at every stage of an attack, across every attack vector.

2:00 pm - 2:30 pm

How MSPs Can Offer Voice and Cover Their –aaS

Eric Pinto, Cytracom

It’s tough being a business owner when you don’t always have control over the solutions you offer. Let’s talk about what you, as an MSP, should demand from your vendors to remedy the situation—and how Cytracom is taking the first step to mitigate the risks and pain points associated with operating an MSP practice.

2:30 pm - 3:00 pm

One Hour Marketing: The Entrepreneur’s Guide to Simple, Effective Marketing for Getting More Clients, Knowing Your Market, and Building a Stronger Business

Herman Pool, Vertical Axion

3:00 pm - 3:20 pm

Break & Networking Time

3:20 pm - 3:50 pm

How To Successfully Sell Security In 2018

Jay Ryerse, Carvir

If you’re looking for concrete, actionable advice on how to sell security, then this is the session for you! CARVIR (a global, channel-only cyber security company) will demonstrate a killer intro that will convince even the most stubborn prospect (or client) that they need better security. They’ll show you a simple, non-technical way to explain security to ANY decision maker and show you sample security packages (and prices) that other MSPs have rolled out. CARVIR will even give you access to a sample sales slide deck (with full edit rights) that will allow you to execute on these ideas quickly and easily.

3:50 pm - 4:20 pm

Windstream Cloud and Connectivity Solutions

Michael Hou & Pete Keane, Windstream

Review how Windstream Cloud and Connectivity solutions can help your business grow revenues, increase profitability and earn a greater wallet share and loyalty of your end users with minimal startup costs and investments, all under your own brand.

4:20 pm - 4:50 pm

Trusted Access: How to Build Your MSP Business with a Stronger, Simpler Security Offering

Seth Wolin, Duo Security

The IT landscape is changing. Cloud applications, remote access, and BYOD environments are continually expanding your customers’ attack surface and augmenting the risk of a breach. Learn how leading MSPs are taking advantage of this shift by building a simple, scalable managed security practice around three essential components: Trusted Users, Trusted Devices, and Every Application. Discover how Duo Security’s Trusted Access Platform helps everyone from small IT shops to global enterprise organizations (like Facebook, Uber, and Toyota) address those risks in minutes, not months. And find out how Duo’s MSP Program makes it absurdly easy to do business without any barriers to entry.

4:50 pm - 5:20 pm

Solutions Granted

5:20 pm - 5:45 pm

Wrapping Up Day 1 & Leading Into Evening Network Reception

5:45 pm - 6:30 pm

Round Table Discussion and Focus Group – ASCII Guests

5:45 pm - 6:30 pm

ASCII Member Closed-Door Meeting

Located in Valencia

6:30 pm - 8:00 pm

Welcome Reception

Located in the Terrace Room

8:00 am - 8:45 am

Networking Breakfast & Badge Pick-Up

Breakfast Sponsored by SOCSoter & Unanet

8:45 am - 9:15 am

How MSPs Can Avoid Legal Disasters That Will Drain Their Company’s Funds

Bradley Gross, Law Office of Bradley Gross, P.A

9:35 am - 9:55 am

Distribution. Simplified.

Jennifer Bodell & Nicole Faletra, Pax8

20 years ago the value distributors provided was obvious. Today, not so much. Join Pax8 to learn why distribution is broken, what we’re doing to fix it, and how we will help you find new business in the cloud.

9:15 am - 9:35 am

Intermedia Makes UCaaS Easy for Partners to Sell, Provision, Install, and Support

Bob Neal, Intermedia

When it comes to offering UCaaS services, the opportunity is clear. In fact, Frost & Sullivan expects the North America Hosted Voice and UCaaS market to experience double digit growth, and surpass $14.8B by 2023. What’s not as clear is how partners can differentiate themselves in this competitive space. In this keynote session, Intermedia’s Director of Distribution & Strategic Communities, Bob Neal, will share how our comprehensive 360-degree approach to success enables partners to drive profitability and deliver greater customer value in the fast-growing and evolving UCaaS market.

9:55 am - 10:15 am

How To Build The Ultmate Sales And Marketng Machine For Your IT Services Business

Aaron Leicht, Technology Marketing Toolkit

Why is it so difficult to attract MORE and BETTER QUALITY clients? If you want to grow your IT services business with any level of certainty, you must learn how to bring in new clients consistently, predictably and cost-effectively. Our marketing system will tell you where to start, the steps to follow, how to build a solid foundation, and how to avoid wasting time and money on marketing that doesn’t work.

10:15 am - 10:30 am

Morning Break – Networking & Headshots

10:30 am - 10:50 am

Business Continuity 2.0.

Matt Scully, Datto

The evolution is over & the modern approach of positioning Business Continuity.

10:50 am - 11:10 am

Email Needs To Be Secure; We Make Secure Email Easy

Ted Roller, Mailprotector

11:10 am - 11:40 am

Rapid Pitches

Silver Sponsors

11:40 am - 11:50 am

Generating Revenue as a VoIP Partner in 2018

Jhovanny Rodriguez, GreenLink Networks

This presentation is an introduction to Greenlink Networks and includes reasons why VoIP is a must have in today’s Managed IT Services industry, how MSP’s are using VoIP as a tool to add new customers, enhance their existing client relationships and to continue to add recurring revenue.

11:50 am - 12:00 pm

The Benefits of Community – Why You’ll Want to Become a Member of The ASCII Group

Trevor DiGirolamo & Laura Wood, The ASCII Group

Running your own IT business requires a lot of heavy lifting, and most companies find there is some area that gets short-changed. If you find yourself struggling to complete everything on your checklist, consider joining The ASCII Group’s IT Community. We will outline how to take advantage of discounted price points and the best way to utilize the over 70 targeted programs and services that ASCII offers to its members.

12:00 pm - 2:15 pm

Solution Pavilion & Lunch

Located in Royal Ballrooms C-F

2:20 pm - 2:40 pm

The Most Scalable Cloud Communications Solution

Jason McGowan, Star2Star

Star2Star is hybrid solution providing clients with reliability and redundancy second to none! With 6 years and counting of 100% uptime combined with guaranteed quality of service, Star2Star is the last solution your client installs. Star2Star offers flexible pricing for clients and up to 10x SPIFFs and monthly recurring, evergreen commissions for partners.

2:40 pm - 3:20 pm

It’s Happening Now – How One ASCII Member is Helping MSPs Generate Recurring Revenue Using IoT

Tim Martin, Action Point Software Development

3:20 pm - 3:40 pm

MSP First

Matt Scully, Datto

The channel of 2018 and the power and influence you have. What the Datto & Autotask merger means for you.

3:40 pm - 4:00 pm

How to Win More Sales with Collaboration

David Marosi, SherWeb

It’s not easy being an MSP. Cloud solutions are constantly changing and Managed Service Providers are doing their best to keep up with the rapid pace of innovation. The need for skilled IT staff and ongoing training is also putting pressure on sales teams to become cloud experts overnight. This is why it’s so important that cloud resellers focus on their added value and the business outcomes their clients are seeking. In this session you’ll learn how you can increase your sales team’s performance by relying on your cloud distributor’s resources.

We’ll teach you how to:

– reduce your staffing costs
– increase your closing ratio
– close bigger deals
– focus on your clients’ business outcomes

4:00 pm - 4:30 pm

The Top Ten KPIs MSPs Need to Track

Jerry Koutavas, The ASCII Group

4:30 pm - 4:40 pm

VoIP Isn’t A Value Proposition If You Can’t Control Your Customer Experience

Ted Roller, ConnectMeVoice

4:40 pm - 4:50 pm

ASCII Insider – Peer Groups Done Differently

Jerry Koutavas, The ASCII Group

4:50 pm - 5:00 pm

Afternoon Break – Voting & Networking

5:00 pm - 6:00 pm

Featured Keynote: Why Small Business Is Most at Risk for IT Security and How to Get Their Attention

Therese Payton, Former White House CIO

6:00 pm - 6:30 pm

Closing Award Ceremony & Giveaways


ASCII events have been nothing short of great.  I have the ability to interact with fellow peers, manufactures and vendors. I am able to ask questions and get the answer directly from the source.  Through the events I am able to learn about the growing trends of the industry.  I consider the time spent to be a great investment to the future of my company.

Stanley Louissaint
President, Fluid Designs Inc.

Great event! This was my first ASCII event. I came as a guest, but left as a member. It’s a superb forum for hearing about vendors and products I didn’t know about. The fact that the vendors actually are focused on the MSP community is even better. Some of the speakers helped me to see what I’ve been missing in providing services to my customers. What I learned will help me grow and help my customers. I’ll definitely be attending events in the future.

James M. Golden
President, Golden Consulting Inc.

The ASCII Success Summit is a must attend event for me. It’s the perfect balance of peer-to-peer networking, continuing education and vendor interaction. I’ve made more professional connections attending ASCII events than I have ever made anywhere else.

C.J. Ezell
Founder, PointClear Networks

Why is this conference for you?

Hands on Technology Showcase

Get “hands on” in our solutions pavilion, where we will have over 20 leading IT companies showcasing how their technology can help you and/or your customers businesses. See and experience the technology live as you network with the vendors and learn about their SMB solutions.

Leading Industry Education

Insight and market discussions provided by leading channel executives in the IT space. Learn how the top IT companies are approaching and transforming the market by leveraging the latest technologies to drive growth.

Interactive Peer-to-Peer Discussions

Use the power of peers to discover new ways to streamline your business, build alliances and better serve your customers. Our attendees share an openness to learn from each other and frequently develop powerful and long-lasting business relationships at the events.

Networking & Business Development

Fortify and expand your business by creating partnerships with industry peers. Build alliances while learning best practices for sales, marketing, building recurring revenue streams and more – all through leveraging the latest SMB technology solutions.


Seating is limited, register early to reserve your space

Register at any one of the summits below

Hyatt Regency Orange County

Wednesday, Feb 21st & Thursday, Feb 22nd

Attendee Registration Link

Sponsor Registration Link

Bonaventure Resort & Spa

Wednesday, Mar 21st & Thursday, Mar 22nd

Attendee Registration Link

Sponsor Registration Link

Sheraton Austin Georgetown

Wednesday, April 18th & Thursday, April 19th

Attendee Registration Link

Sponsor Registration Link

Hilton Rosemont

Wednesday, May 16th & Thursday, May 17th

Attendee Registration Link

Sponsor Registration Link

Sheraton Ann Arbor

Wednesday, June 27th & Thursday, June 28th

Attendee Registration Link

Sponsor Registration Link

Hilton Charlotte University Pl

Wednesday, July 25th & Thursday, July 26th

Attendee Registration Link

Sponsor Registration Link

Chelsea Toronto

Wednesday, Aug 22nd & Thursday, Aug 23rd

Attendee Registration Link

Sponsor Registration Link

Renaissance Woodbridge

Wednesday, Sep 26th & Thursday, Sep 27th

Attendee Registration Link

Sponsor Registration Link

Hilton Bellevue & ASCII Cup

Wednesday, Oct 17th & Thursday, Oct 18th

Attendee Registration Link

Sponsor Registration Link

Location and Venue

Hyatt Regency Orange County

Venue & Conference Location

Hyatt Regency Orange County

11999 Harbor Blvd, Garden Grove, CA 92840

Register Here
Additional details

The average temperature in Orange County, CA in the month of February is a high of 71°F and a low of 49°F, so please plan accordingly.

Sponsors & Partners

Interested in becoming a sponsor? Get in touch

Platinum sponsors

Datto Intermedia Mailprotector Pax8 SherWeb Star2Star Technology Marketing Toolkit

Gold sponsors

Carvir Cytracom Duo Security Solutions Granted Vertical Axion Webroot Windstream

Silver sponsors

CentreStack Cisco Umbrella ConnectMeVoice Equus GMS Live Expert RapidFire Tools Roaring Penguin Spectrum Business Zyxel

Bronze sponsors

Avast Business Calyptix Canon ChannelOnline ConnectWise DNSFilter eFolder FreedomVoice Splashtop

Lunch sponsor

GreenLink Networks

Breakfast sponsors

SOCSoter Unanet

Media sponsors

ChannelPro Tech Target Channel Executive