Agenda: “How does Private Equity view the current Technology and Channel environment?” Guest Presenter: Brendan Smith – GM – Cypress Point Club50 Virtual Meeting Slides with Marketing Results Club50 Private Equity Glossary to define terms used in the presentation. Brenden Smith’s Presentation PDF (please keep this under strict Chatham House
Agenda
Club50 meeting 10th January 2023
1. Club updates
a. 2023 activities
b. Club50 EMEA
c. ClubNext
2. Channel Focus Virtual call for speakers
3. The group panel: 3 CFOs discuss how you should position the channel in challenging times
Agenda:
4 CEOs of Different Channel Partner Types Explain How Covid Has Changed Their Business and Their Relationships With Their Vendors
Introductions
Partner Compensation what are the key trends – research results revealed – Jeff McCullough
Small Breakout groups
Breakout groups report back
Introductions
Private Equity Panel
DEI Initiative Update – Lisa Penn of SAP
Introduction
Brief up-date In-Person Club 50 Meeting November 8/9/10, 2021 (Scottsdale, AZ)
Sub-group updates
DEI initiative
In-Person Channel Focus November 2/3/4, 2021 (Dana Point, CA)
The Pax8 Marketplace
Share incentives – the results of the survey
1. In-Person Club 50 Meeting
– November 8/9/10, 2021 (Scottsdale, AZ)
2. Sub-group updates
– Partner Scorecard – Nick Tidd/Meg Brennan
– Changing Partner Compensation Models – Jeff McCullough
3. In-Person Channel Focus
– November 2/3/4, 2021 (Dana Point, CA)
4. The Compensation survey – We reveal the detailed results – What are we earning and what makes the difference
Introductions
New Member Introductions
Sub-group updates
– Channel Leader Compensation Survey – Christian Alvarez
– Partner Scorecard – Nick Tidd/Meg Brennan
– Changing Partner Compensation Models – Jeff McCullough
– Channel Revenue Attribution – Joe Sykora
Private Equity Panel –Suggestions?
Club 50 Physical Meeting -Polling
Marketplace Strategy Presentation and Q&A
– Ingram Micro/CloudBlue
– AppDirect
Introductions
Club 50 updates and website
Rod Baptie – Presentation: Key business trends among the most Successful MSPs
Choice of 4 Breakout sessions please let Caleb know which group you want to join
New Members, Update on Club 50 Website, Club 50 Research Results – A look at 2021, Rod Baptie – Presentation: Most Successful MSPs – Key Trends, Breakout Sessions: Sharing thoughts – what are the most important things partners are requesting from vendors and how have these changed in 2021?, How should our channel programs change to gain maximum partner performance to ensure a successful end to 2021?, Members share experiences on which types of channel partners are winning and why?, As Channel Chiefs, what are our biggest challenges in 2021?, and Recap of the Breakouts
The Club 50 website and capabilities, New Member introductions, Member presentation: The Channel following a merger– Nick Tidd from Poly shares the steps he took to bring 2 very different programs and partner sets together, Breakout sessions: Members share insights on new Channel Technologies – Taylor Macdonald, The MSP evolution members share the latest trends they are seeing in their MSP partners – Joe Sykora, Bridging the gap successfully working with your Direct Sales team – Craig Schlagbaum, What are the best collaborative tools to drive partner engagement? – Scott Musson
Introductions and Club updates, Enabling our partners to become more effective digital/social marketer – Meaghan Sullivan – SAP, Breakout sessions: What are you changing? – Key channel initiatives in 2021, Compensating partners in 2021, Discussion about adding new skill-sets to your channel team in 2021, Members share virtual leadership best practices
Introductions and Club Updates, The 2021 picture, what do members want from Club 50 – sharing the results of member discussions, Group discussion, Mixology session – lets drink to 2021!
Presentation: CHANGE the CHANNEL from an afterthought TO a KEY PILLAR of your company’s strategy – Jerry Ungerman and Frank Rauch
Breakouts: Looking forward – what are the key considerations when forecasting for 2021?, Sharing thoughts – what are the most important things partners are requesting from vendors and how have these changed in 2020?, Members share experiences on which types of channel partners are winning and why?, and Best practices in recruiting and vetting new partners
Introductions and Club updates, The 2021 picture where are Club 50 members sharing the research results and discussion, Group discussion on most important topics, Meet the members the group splits into small randomly created groups of 5 6 people so members can interact and get to know one another better, Group reconvenes and final remarks
Virtual Wine Tasting!
Breakouts: Customer Satisfaction, Influencer Programs, Social Selling
Research, Marketplace Sub-group, Breakout Sessions: 1.How should our channel programs change to gain maximum partner performance in the ‘new normal’, 2.How do we help partners pivot their sales and marketing efforts in a social distancing environment.
Most Important Issues:
Which types of Channel partners are winning and why?
How should our Channel programs change to gain maximum partner performance in the new normal
How do we help partners pivot their sales and marketing efforts in today’s Social distancing environment?
Which types of Channel partners are winning and why?
How should our Channel programs change to gain maximum partner performance in the new normal
How do we help partners pivot their sales and marketing efforts in today’s Social distancing environment?
Panel of MSP CEOs: Oli Thordarson, Wade Yeaman, Darcee Nelan, Kayvan Yazdi, and Ryan Walsh
Most Important Issues:
How should our channel programs change to gain maximum partner performance in the ‘new normal’?
Which types of channel partners are winning and why?
What are the key components of the recovery plans for the second half of the year?
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