How to MSP

Bill Poole is the founder of Convergo and creator of the Strategic Connector System (SCS) — a methodology for building intentional, relationship-driven growth systems that produce consistent referrals as an output, not an activity.

After two decades in B2B sales and sales leadership, Bill recognized a pattern: the professionals growing fastest through relationships weren't doing more networking — they were doing less, with a small number of deeply-invested strategic partners. That insight, refined through years of working with biz dev teams and seller-doers, evolved into the Strategic Connector System.

Today, Convergo works with seller-doers, biz dev professionals, and BD teams across professional services industries — including a new collaboration bringing the SCS to MSPs through a partnership with Andrew Moore and the Empath platform. The system is built on a simple premise: if relationships drive your revenue, they deserve a system. 

Connor is the Founder and Owner of Renada, a UK-based consultancy specializing in HaloPSA implementations and technical optimization for managed service providers. Working with over 300 MSP clients and a growing portfolio that includes ElegantInsights a platform that has built to assist over 200 paying companies in just 12 months, he combines deep technical expertise with a practical, no-nonsense approach to business. A firm believer in flexibility over lock-in, Connor champions month-to-month engagement models that empower clients rather than create dependency.

Dan is the Practice Director of Strategic Solutions at the IronEdge Group, a PE backed MSP Platform.  He is a strategic, consultative and security-minded I.T. leader with over two decades of experience directing and executing within I.T. teams - as well as providing technical insight and direction for business leaders.  Familiar with a wide array of industries, compliance/audit, and technology solutions with the breadth of experience to lead with solid, thoughtful and creative direction.

 Jack Lincourt is the Vice President of Service Delivery at Microtime Computers, an Andover, Massachusetts–based MSP serving northern Massachusetts and New Hampshire. He brings more than 30 years of experience leading client services, technical support, and operations teams, with a focus on building high-performing, customer-first help desks through deliberate hiring, documented process, and the right tools. Known for his lead-by-example leadership style and "Go Hard or Go Home" mindset, Jack is also an accomplished musician who plays guitar and sings in the cover band Gain to Eleven, the power metal band Shadowlynx, and multiple Iron Maiden tribute projects. 

James Bier is the Co-Founder and Chief Channel Development Officer at VAR Staffing. With 25+ years in the industry, he drives channel growth and enables over 600 MSP partners to achieve their business goals through key talent acquisition. James is a resident MSP strategist who believes culture, retention, and strategic hires are integral for the future of technology.

Jason Knight is a veteran entrepreneur and executive coach with over 20 yrs experience in the Managed Service Provider (MSP) industry. Having founded, Scaled, and successfully exited his own MSP, Jason has an intimate understanding of operational hurdles and talent shortages that stall growth.

Today, Jason mentors fellow owners through the transition from "Lead Technician" to "Strategic CEO." Focusing on operational maturity and the Entrepreneurial Operating System (EOS), he helps leaders build resilient businesses that thrive independent of the owner’s daily involvement.

As the Co-Founder of Scaled, Jason leverages deep industry knowledge to solve the MSP talent crisis. By providing MSPs with integrated technical pods, he enables firms to scale capacity without the friction of traditional recruitment. Jason’s mission helping MSP leaders maximize EBITDA and build exit-ready organizations while reclaiming their personal freedom.

VP of Client Solutions with Ashton Technology Solutions, a premium provider of information technology management solutions.  His days are a great combination of new business development (shaking hands, kissing babies, smiling and dialing), making sure prospects don’t forget who Ashton is and what they offer (always following up), client account management (“no, I can’t fix your technical issue, but I’ll definitely get you to the person who can”), marketing (brand building, content creation, social media, and website management), and employee engagement (chief grillmaster, event planner, and Ashton branded gear provider).

 Jimmy Hatzell is the Co-Founder and CEO of Hatz AI, a secure AI platform for small and medium businesses, delivered through managed service providers. Previously, he held leadership positions at SKOUT Cybersecurity (through its Series B and acquisition by Barracuda) and served as VP of Revenue at CyberQP. Based in New York City, Jimmy is on a mission to make enterprise-grade AI accessible and secure for SMBs. 

Jon Katz is the Chief Operating Officer at LISS Technologies, where he oversees day-to-day operations and drives strategic initiatives to maximize operational efficiency and client satisfaction. With over 25 years of experience in the technology industry, he brings deep expertise in IT infrastructure, systems, and voice/IP solutions. Outside of his professional role, he pursues audio engineering and car-racing passions, blending technical skill and personal drive.

Larry is a seasoned Software leader and the former CRO of BrightGauge, where he was instrumental in scaling the platform from 90 to 4,000 customers leading up to its acquisition by ConnectWise. Currently, he is the cofounder and president at Strety, a platform designed to help MSPs and EOS-led companies run EOS at their companies. Originally from Miami, he is based in Arlington, VA, Larry combines deep operational expertise with a passion for helping entrepreneurs move from "chaos" to "control" through proven frameworks.

As a former MSP veteran and Vice President of Service at IronEdge Group, Mark Sowden specialized in client satisfaction, mentorship, and effective leadership through advanced KPI development and data analysis. Mark spent his IT career transforming technical challenges into seamless client successes by focusing on high-touch support and strategic training. He has since pivoted that passion for knowledge-sharing into a career in public education, where he now serves as a science teacher dedicated to fostering curiosity and analytical thinking.  

Reed Warren is President & CEO of iTValuations and a Certified Valuation Analyst (CVA) with over three decades of experience in the IT services and technology sector. Reed is also a Partner and Founding Member of Value Creation Academy.  Over the course of his career, he has advised on more than 90 successful M&A transactions across 19 countries and served over 700 firms, drawing on deep expertise in strategy, operations, and executive leadership. Known for his creative, collaborative approach and knack for navigating challenging negotiations, he’s a sought-after speaker and author in the valuation space.  

In his personal time, Reed enjoys boating with his wife and three adult sons, camping, hiking, and pursuing his love of flying as a newly certified commercial pilot.

8 years of IT services experience and over a decade in customer support roles.  Working to ensure projects for MSP clients and onboarding of new accounts is handled with a high attention to detail and service.  

Executive Vice President of Ashton Solutions where he acts as the senior operations and business advisor to a portfolio of companies under their MSP platform.  21 years thinking through and solving complex business problems integrating people and technology.