2026 Agenda

This transformative workshop, led by MSP Toolkit CEO Len DiCostanzo and the leaders of New Charter Technologies, is designed for channel partners with managed services practices who are ready to move beyond experimenting with AI tools and pilots. It offers a comprehensive roadmap to becoming AI leaders, enabling MSPs to monetize AI and automation effectively, scale their offerings, and position themselves as trusted advisors in the rapidly evolving AI landscape. This workshop is for those either overseeing a healthy managed services practice or who want to expand into managed services.

Building on months of real-world execution, this session will provide actionable insights into how MSPs can successfully deliver AI & Automation Roadmap Engagements, paid consulting services, and recurring revenue streams through offerings such asDigital Assistants as a Service (DaaS). Attendees will gain a deep understanding of what works at scale, what has changed since the early days of AI adoption, and where to focus next as AI-driven work becomes mainstream.

Workshop Objectives:

• By the end of this workshop, attendees will:
• Understand how to identify and prioritize AI and automation opportunities in client environments.
• Learn how to turn AI discovery into billable consulting and services revenue.
• Explore strategies for transitioning from one-off projects to recurring, managed AI and automation offerings.
• Gain insights into making smart build vs. partner decisions to scale AI services effectively.
• Develop the skills to lead client conversations, monetize AI responsibly, and stay ahead of industry trends.

Workshop Format:

This session combines hands-on workshop activities with candid operator perspectives, ensuring attendees leave with both practical tools and strategic insights. The format includes interactive presentations led by industry experts and panel discussions featuring MSPs who have successfully scaled AI services. Hands-on activities will provide collaborative exercises to apply workshop concepts in real-world scenarios. Attendees will also participate in Q&A sessions providing opportunities to engage directly with experts and peers.