Onsite Program Agenda and Vendor Guide - Franchise services Inc.

Program Agenda
and Vendor Guide
2012 OWNERS SUMMIT ATLANTA, GA

We’re delighted that you have joined us in Atlanta for the 2012
TeamLogic IT Owners Summit. This year’s program focuses on
us, and developing the skills and knowledge to succeed during
the months and years ahead.
The program content will provide you with new ideas that will
enable you to continue to build a thriving business and reinforce
our key operating systems that you are already implementing.
You’ll also have an opportunity to visit with other franchisees and exchange
ideas and information that will be vital to your business growth.
Each presentation has been carefully selected to help you become more
knowledgeable in specific areas of your business. As always, the Corporate
staff is available to assist and answer any questions you may have
throughout this event.
Thank you for making the commitment to be here. We are certain that
you will leave feeling excited and energized about your business. During
the course of the Owners Summit, you will gain valuable insights through
the wide array of business topics as well as through your interactions and
conversations with other franchisees, key vendors and the Corporate team.
Be sure to get the most out of our time together by participating
and asking questions, collaborating with other franchisees and most
importantly, by having a good time!
Chuck Lennon
President
President’s Message

Sheraton Atlanta Downtown Map
LEVEL 2:
Opening Welcome
Reception in the
Garden Courtyard
LEVEL 1:
Capitol Ballrooms
and Atlanta
Meeting Rooms

THURSDAY, OCTOBER 4
Registration and Information
8:00 a.m. – 5:00 p.m.
Rotunda Booth
Our registration and information desk opens on
Thursday and will remain open throughout the Owners
Summit.
Autotask Boot Camp
8:30 a.m. – 5:00 p.m.
Atlanta 2–3
Bring your questions to this interactive session hosted
by Melissa Hockenberry, Senior Trainer with Autotask.
From lead generation to winning new business and
setting up the right contract relationships, to managing
projects, supporting your clients and completing the
invoicing processes, attend this session to learn:
• How to streamline and automate your workflows,
increase your productivity and optimize your use of
Autotask
• Proven techniques and customizable best practices to
help you work smarter and more profitably
• Ways to use Autotask in many of the key processes
and workflows you execute every day so you get more
from your investment in this essential business tool.
Technology Session
1:00 p.m. – 5:00 p.m.
Atlanta 4–5
Join Vince Plaza, Vice President of Information Technology,
as he breaks this session into three segments:
• New SystemWatch Modules – Discover the functionality
of newly released modules by Kaseya including:
~ Kaseya Desktop Policy & Migration (KDPM): this
module enables you to control key aspects of
customer machines. These include power settings,
mapped drives, USB drives, printers, and more. The
module can also be used to perform migration readiness
assessments for customers who need to migrate
Summit Agenda
from old versions of Windows. It can also be used to
back up, restore, and migrate user files and settings
to new machines.
~ Kaseya Mobile Device Management (KMDM):
this module allows you to perform management
of mobile devices. You can use profiles to manage
email, security, features, device settings, and
WiFi settings for devices. This module also allows
for tracking of devices, locating lost devices, and if
needed, wiping devices that can’t be located.
• Vendor Spotlight — Many of the partners we work
with allow us to offer a variety of technology solutions
to customers. It may be a daunting task to understand
all of the options available for different solutions. This
is your opportunity to hear from some of our key partners
as they present their new products and services.
• Mobility — This is one of the hottest topics in the
industry today, perhaps hotter than Cloud Services.
Have you heard of the BYOD phenomena and how
this is impacting business IT? With alarming speed,
the adoption of tablets and smartphones may have
caught many off guard as to how these devices can be
integrated into existing systems and, more importantly,
the security ramifications of having these in a business
environment. During this segment, we’ll discuss:
~ Mobile devices and their security implications
~ Formulating a mobile device management strategy
~ Managed WiFi for all these mobile devices.
Opening Welcome Reception
6:00 p.m. – 9:00 p.m.
Garden Courtyard
Join us for cocktails and lite fare as we mix and mingle
with friends and colleagues in a fun, social setting. It’s a
fantastic way to kick off our time together!

Summit Agenda
FRIDAY, OCTOBER 5
Registration and Information
7:00 a.m. – 5:00 p.m.
Rotunda Booth
Our registration and information desk will remain open
throughout the Owners Summit.
Continental Breakfast Buffet
7:00 a.m. – 7:45 a.m.
Capitol Center Ballroom
Enjoy a light breakfast while visiting with friends prior to
our opening general session.
Opening General Session: Strategies to
Build Your Business
8:00 a.m. – 12:00 p.m.
Capitol South Ballroom
To remain relevant in business and in your particular
marketplace, it’s necessary for you to have a clear understanding
of our strategic vision. TeamLogic IT President,
Chuck Lennon, will provide industry and network
updates, share his vision for our company, and discuss
our future direction.
Then, Jay McBain, co-founder of ChannelEyes, will
share his insights on how to profit from trends in mobility.
One of the main drivers in the growth of cloud
computing has been the explosion of mobile devices.
A significant market shift has taken place where employees
are bringing in their own devices and applications
with limited knowledge of the security, compatibility and
manageability risks they present for their organizations.
In a world where billions of people will be accessing trillions
of devices across public networks, the time is now
to build a mobility practice within your business. You’ll
discover four specific opportunities that will help position
you in front of this trend.
After a short break, Chuck invites a panel to the stage
for a discussion on managed services revenue strategies
that most providers miss. Hear from Scott Barlow, Vice
President, Sales and Product Management, Reflexion,
Inc.; Ted Roller, Vice President, Channel Development,
Intronis, Inc.; Dave Sobel, Director of Partner Community,
Level Platforms; and Nancy Hammervik, Senior
Vice President, Industry Relations, CompTIA. This
riveting conversation will give you insights that will differentiate
you in the marketplace and provide you with
strategies to help you build your business.
Luncheon with Vendors
12:00 p.m. – 2:30 p.m.
Capitol Center Ballroom
Grab a bite to eat, and then visit with our key partners
in a casual setting while discovering more about how to
integrate new products and services into your business.
Random drawings for cash and prizes will be given away
throughout the vendor show, but you must be present
to win.
Concurrent Seminars
2:45 p.m. – 4:00 p.m.
Take the Fast Track by Hiring and Managing a
Salesperson
John Terry, Business Development Consultant and
Keith Cowan, TeamLogic IT, Mission Viejo, CA
Atlanta 3
Do you need to boost your sales, but can’t find the
time to get it done? Perhaps it is time to hire a salesperson.
Join us in this breakout and get firsthand
information from one of our leading franchisees, Keith
Cowan, who will share with you the success he has
experienced by hiring and managing a salesperson.
Attend this session to learn:
• Why Keith decided the timing was right to hire a
salesperson
• What to look for in a candidate
• How much business a successful sales candidate can
generate
• Tips for coaching and managing.

Get A Grip On Your Breakeven
Sally Coon, Vice President Operations
Atlanta 4
Understanding what your sales breakeven level is and
moving beyond it to profitability is so important. Knowing
what it takes to get from “just profitable” to “very
profitable” is knowledge you need to be most successful
in business. Attend this session to learn:
• What goes into the calculation of your sales
breakeven,
• Why your breakeven can change each month
• What you can do to impact that change in a positive
way
Bring your most current financial statement and calculate
your breakeven as we review an Excel tool to help
you do this and then show you the impact on your
breakeven based on changes you can make in your
business.
Grow Your Business With Integrated Marketing
Denise Denton, Director, Marketing
Atlanta 5
How many times have you set goals, wrote them
down and never got to them? We all do it—we start
the year with resolutions that just don’t get done. But
a marketing plan is the lifeblood of your business.
Without one you won’t be able to set the groundwork
for effective selling. Attend this session to learn:
• How marketing warms up the selling process
• The importance of an integrated approach to your
marketing efforts
• List development and maintenance techniques
• Best practices for monitoring your plan and keeping
on track.
Let’s Talk Discussion Groups
4:15 p.m. – 5:15 p.m.
What are your biggest challenges and how are you
addressing them? Let’s Talk discussion groups offer a
terrific environment for you to discuss the opportunities
and challenges that you face every day with other
Summit Agenda
franchisees of similar sales volume. This open discussion
facilitates sharing questions, answers and ideas with fellow
colleagues. Gain insights from your peers at one of
these valuable sessions. Identify the colored sticker on
your name badge for the session to attend:
• Green Group — Atlanta 3
• Orange Group — Atlanta 4
• Blue Group — Atlanta 5
Cocktail Reception and Awards Dinner
6:30 p.m. – 10:00 p.m.
Capitol South Ballroom
Join your friends and colleagues for cocktails and hors
d’oeuvres prior to our awards dinner. After dinner, we’ll
present awards recognizing franchisees for their achievements
in four categories: Rookie of the Year, Volume
Increase Percentage (VIP), Overall Top Volume and
Franchisee of the Year.
SATURDAY, OCTOBER 6
Continental Breakfast Buffet
7:15 a.m. – 8:00 a.m.
Capitol Center Ballroom
Enjoy a light breakfast while mingling with your peers
and discussing what you’ve learned so far at the Owners
Summit.
General Session: It’s Up to Us to Seize
the Opportunities
8:15 a.m. – 12:00 p.m.
Capitol South Ballroom
We’ll kick off the day with a segment on Sizing Up the
Channel’s Business Help. The channel is a longstanding
route to market in which partners and vendors collaborate
to deliver technology products and solutions to end
user organizations. However, the channel isn’t uniform
and success isn’t a given. High performance, sales and
profitability, and long-term viability are predicated on

Summit Agenda
basic fundamentals of business structure and execution.
Larry Walsh, CEO and lead analyst of The 2112 Group,
will share the findings of a new study on channel business
structure, success factors and future maturation,
giving TeamLogic IT franchisees insights on what it takes
to remain successful in the next era of the channel.
You won’t want to miss a moment of our next speaker,
John Tippett, Chief Operating Officer of EDTS, LLC.
He’s been running an MSP business since 2002, which he
started from scratch, just like many of you. Now he has
45 employees and is doing $6 million in annual sales. He
is very optimistic about the future growth in our industry
and he has an amazing story to tell.
After a short break, Chuck Lennon will facilitate a
panel of TeamLogic IT franchisees who are building their
business to reach the next level and will share how you
can do the same. Panelists include: Todd Harrell from
Morristown, NJ; Dave Thompson from San Ramon, CA;
Davis Merrey from Oklahoma City, OK; and Andy Hackett
from Woburn and Andover, MA. Take advantage of
the opportunity to ask our panelists questions during an
open mic segment.
To close this year’s Owners Summit, Chuck Lennon
will share some final remarks.
Luncheon
12:00 p.m. – 1:00 p.m.
Capitol Center Ballroom
Concurrent Seminars
1:15 p.m. – 2:45 p.m.
Getting Past Stuck Sales Deals
John Terry, Business Development Consultant
Atlanta 3
Have you ever had a prospect who seemed hot to buy,
and then stopped returning your calls after receiving
the proposal? There are numerous reasons why hot
deals turn cold. There is no one solution that can eliminate
this challenge. Attend this session to learn:
• How to avoid stuck deals before, during and after
the sales process
• What to do when you have a stuck deal
• Strategies to close more deals before they get stuck.
Strategic Business Planning
Sally Coon, Vice President, Operations
Atlanta 4
No business is too small or too large to engage in
strategic business planning. Do you know where
you want to take your business? Unless that is clearly
defined, how will you know when you get there?
Generating top line revenue is the most important
aspect of any new business, but as your business
grows your bottom line profitability takes on a more
prominent role. Do you have a budget and cash flow
projection that shows you will have the financial
wherewithal to accomplish your goals? Without that,
a written plan has less value. Attend this session to
learn:
• Important components of a strategic business plan
• How to use an Excel tool to help you project your
sales, cash flow and profitability
• How to define the goals that will enable you to
achieve your business objectives.
Help Your Team Grow Your Business
Cathy Michalski, Business Management Consultant
with Davis Merrey, Oklahoma, OK, and Ken Patterson,
Andover and Woburn, MA
Atlanta 5
Your team is one of the biggest assets of your business,
but are you making the most of them? As your business
grows, you face the challenge of optimum tech
utilization. When your sales funnel builds, you wonder
how to increase support without incurring disproportionate
expenses. Is there a way to improve the profit
and sales at the same time? Attend this session and
find out how others have ramped up tech utilization
and customer support without hurting their bottom

line. This panel will discuss their experience with:
• Effectively managing people and priorities
• Scheduling, ticketing, expediting and tracking
• Communicating at staff meetings
Building your team to grow your business does not happen
by accident. In order to be successful, you need to
be proactive as a coach, a mentor and motivator. Each
of these panelists has developed their own approach
and system in order to achieve their goals. Learn from
their experience about what it takes to grow your business
to the next level with the right team.
Concurrent Seminars
3:00 p.m. – 4:15 p.m.
Plan and Execute Sales Appointments Like
a Pro
John Terry, Business Development Consultant
Atlanta 3
Do you follow a structured approach when meeting
with your clients? With all that is taught about sales
tactics, one area that receives little attention is the
preparation and structure for the professional business
meeting. These meetings take many forms from
discovery meetings, to proposal presentations to client
review. Attend this session to learn:
• Strategies for meeting preparation
• What to bring
• The structure of the meeting
• How to end the meeting like a pro.
Get A Grip On Your Breakeven (Repeat Session)
Sally Coon, Vice President Operations
Atlanta 4
Understanding what your sales breakeven level is
and moving beyond it to profitability is so important.
Knowing what it takes to get from “just profitable” to
“very profitable” is knowledge you need to be most
successful in business. Attend this session to learn:
Summit Agenda
• What goes into the calculation of your sales
breakeven
• Why your breakeven can change each month
• What you can do to impact that change in a positive
way.
Bring your most current financial statement and
calculate your breakeven as we review an Excel tool
to help you do this and then show you the impact on
your breakeven based on changes you can make in
your business.
Grow Your Business With Integrated Marketing
(Repeat Session)
Denise Denton, Director, Marketing
Atlanta 5
How many times have you set goals, wrote them
down and never got to them? We all do it—we start
the year with resolutions that just don’t get done. But
a marketing plan is the lifeblood of your business.
Without one you won’t be able to set the groundwork
for effective selling. Attend this session to learn:
• How marketing warms up the selling process
• The importance of an integrated approach to your
marketing efforts
• List development and maintenance techniques
• Best practices for monitoring your plan and keeping
on track.

Featured Speakers
Scott Barlow — Vice President, Sales and Product Management, Reflexion, Inc.
In his current role at Reflexion, Scott Barlow is responsible for providing hosted email compliance
services to the SMB market. He currently serves as the Vice Chair of the IT Security Group at
CompTIA and has been named a CRN Channel Chief the past three years, and one of MSP
Mentor’s 250 executives, entrepreneurs and experts shaping the global managed services
market. Scott holds a master’s degree in business administration and a master’s degree in
geophysics from Boston College.
Sally Coon — Vice President of Operations
In November 2008, Sally Coon joined TeamLogic IT as the Vice President of Operations. Her
experience in the franchise industry began nearly 25 years ago when she owned a mailing
services franchise business. She then worked for AlphaGraphics as a business consultant and
joined Sir Speedy in 1994, holding several positions including expeditor, business services
manager, U.S. operations manager, assistant vice president and then vice president of franchise
support and training.
Denise Denton — Director of Marketing
Denise Denton joined Franchise Services in 2004 and was appointed TeamLogic IT’s Director of
Marketing in 2011. She also continues to serve as the Director of Marketing Communications
for all FSI brands. Denise’s marketing career begin in the early ‘80s when she worked for many
start-up computer software companies bringing new, emerging products to market through
advertising, direct marketing, tradeshows and events, and public relations. Prior to joining FSI she
worked for Ameristar Casinos overseeing all marketing projects for six hotel/casino properties,
and for Encore Productions, a video production/corporate events company. Denise holds a
bachelor’s degree in marketing management from Bentley University.
Nancy Hammervik — Senior Vice President, Industry Relations, CompTIA
Nancy Hammervik is responsible for elevating the association’s public profile among its
membership and across the IT industry. She is the principal liaison between members and the
association; helps shape CompTIA educational programs and association initiatives for the IT
channel; and acts as an advocate on behalf of members and the broader industry. She joined
CompTIA in 2011 after a 20-plus year career with Everything Channel, a top provider of IT
channel-focused events, media, research, consulting and sales and marketing services. Most
recently, she was senior vice president, events, focusing on large scale, regional, community,
virtual and custom events that brought together leading executives in the high tech industry.
Hammervik is a graduate of the University of Delaware, where she received a bachelor’s degree in
Business and Marketing. Nancy resides in Bethpage, New York.

Featured Speakers
Melissa Gray Hockenberry — Customer Experience Director, Autotask
Melissa Hockenberry has a broad range of experience working with and training Autotask
customers. From her start with the company in 2004 as the first product support specialist to
her roles as the product support manager and an implementation manager, she has worked to
blend sound business advice with a strong understanding of Autotask to all customers. In her 15
years experience in building and maintaining customer relationships, she has upheld one guiding
principle: the profit is in the people. Whether it’s your customers or your internal resources,
leading and growing their abilities will direct you towards great success. Melissa obtained her
bachelor’s degree in business administration with a major in marketing from Shippensburg
University, and her master’s degree in business administration from the University at Albany.
Jay McBain — Speaker, Author and Co-founder of ChannelEyes
Named one of the Top 25 Newsmakers by CDN magazine, Top 100 Most Respected Thought
Leaders by Vertical Systems Reseller magazine, member of global Power SMB 150, as well as Top
250 Managed Services Executives in the global MSPmentor list. He is often sought out for keynotes
and industry guidance, as well as business development opportunities. Jay currently serves as
Co-Chair of the CompTIA Vendor Advisory Council and CompTIA MSP Partners Community. He
is a board member for several councils in our industry. Jay has spent his 18-year career in various
executive sales, marketing and strategy roles within ChannelEyes, Autotask, Lenovo and IBM. He is
the co-founder of a new software company called ChannelEyes. It is the first free and secure social
network for suppliers and their channel partners to connect every day.
Cathy Michalski — Business Management Consultant, TeamLogic IT
Cathy Michalski’s career in business management includes 30 years in the franchise industry. She
has helped new franchise owners open their businesses and has assisted more experienced and
successful business owners in growing to the next level. As a Business Management Consultant,
Cathy supports franchisees in the areas of finance, operations, marketing and employee
management. She has been with Franchise Services, Inc., the parent company of TeamLogic IT, for
14 years.
Vince Plaza — Vice President of Information Technology, TeamLogic IT
Vince Plaza joined TeamLogic IT in 2004 as Director of IT, responsible for all maintenance
and enhancements of the company’s Business Management Software System (BMSS). He
was promoted to Vice President in 2008. In addition to his corporate responsibilities, Vince is
responsible for technology training with new TeamLogic IT franchisees. Before joining TeamLogic
IT, Vince was Director of IT for the national franchisor of Marie Calendar Pie Shops and was
employed by Westwind Group, one of Burger King’s largest franchisees owning and operating
over 100 Burger King restaurants nationwide. He also served as the Director of IS for CKE
Restaurants, franchisor of Carl’s Jr. restaurants.

Featured Speakers
Ted Roller — Vice President, Channel Development, Intronis, Inc.
Ted Roller is Vice President of Channel Development for Intronis, Inc., headquartered in Boston,
MA. Prior to joining Intronis, Ted was VP of Channel Development for itControl Solutions. He
launched his career in the IT industry as President and CEO of Oxford Systems Integration; a
Dayton, Ohio-based VAR and MSP from 1990 until 2006. He is active with CompTIA, having
served on its board of directors from 2004 until 2007 and is currently Chairman of the CompTIA
MSP Partners Community. Ted was named a “Channel Chief” by Everything Channel’s CRN and
included in the MSPmentor 250 in 2010, 2011, and 2012.
Dave Sobel — Director of Partner Community, Level Platforms
Dave Sobel is responsible for fostering the growth and success of Level Platform’s partners.
As Director of Partner Community he helps Partners connect with resources and utilize
Managed Workplace to its fullest extent to deliver best in class managed services to their
customers and grow their businesses. A sought-after speaker, Dave frequently speaks on
cloud computing, virtualization and a variety of other topics at industry events, including the
Microsoft Worldwide Partner Conference, CompTIA and SMB Nation. He is one of the nation’s
leading experts on cloud computing and virtualization, and is frequently quoted in business and
technology publications. He authored the book Virtualization: Defined, maintains two blogs—
Evolutionary Business Thoughts and SMB Virtualization—and was a regular blog contributor
to both Channel Insider and Channelnomics. He was named to SMB Technology Network
(SMBTN) and SMB PC magazine’s SMB 150 in 2010, has been part of the MSPmentor 250 all
three years it has been published, and in 2011 he was recognized for the third year in a row as
one of the top virtualization experts globally as a Microsoft MVP for Virtualization. Dave holds
a bachelor’s degree in computer science from the College of William and Mary. He is a dynamic
voice within the IT community, a former member and facilitator for Heartland Technology
Groups and passionate about collaborating with clients and peers on utilizing technology to
advance organizations.
John Terry — Business Development Consultant, TeamLogic IT
With more than 17 years experience in training, sales, technical support, account management,
marketing and sales management, John Terry joined TeamLogic IT in March 2010. He most
recently worked for Corinthians College as a training specialist. Previous experience includes
New Horizons Computer Learning Centers as director of sales, career development manager
and senior sales trainer; AT&T as a data networks account executive; Telecommunications
Research Associates as an instructor; and several years with MCI Worldcom in a variety of salesrelated
roles. John holds a bachelor’s degree from the University of Arizona, along with multiple
professional sales training certifications including Holden International and SPIN Selling. He is a
Cisco Sales Expert and Cisco Certified Networking Associate.

John Tippett — Chief Operating Officer, EDTS, LLC
John Tippett has more than 15 years in the technology industry designing, implementing and
maintaining networks for a wide-ranging client base. A graduate of Georgia Tech, he is also
actively involved in the Computing Technology Industry Association, where he serves on the
executive council of the MSP Partners community. He was an active leader in development of
the MSP Partner Trustmark, and a founding member of the CompTIA Ambassadors program. As
COO of EDTS, John leads the operations of the rapidly growing organization, now with nearly
50 professional employees and recently named to Inc. magazine’s 5000 Fastest-Growing Private
Companies in America for the third consecutive year. Founded in 1999, EDTS serves clients
24/7/365 across the Southeast from offices in Augusta, GA and Greenville, SC. A full-service
technology consulting firm, EDTS specializes in providing managed services support solutions,
networking, security and disaster recovery/business continuity services for businesses to help
customers increase productivity and reduce cost associated with information technology.
Lawrence M. Walsh — President and CEO, The 2112 Group
Larry Walsh is one of the most recognizable figures in the IT channel and security communities,
and is considered one of the more forward-thinking leaders in the industry. He personally
oversees the development and implementation of research, collaboration and content programs
at The 2112 Group, which he founded to advance the state of the art in the technology
marketplace and channel community. His blog, Channelnomics, explores issues in the channel as
they relate to optimizing technology business models and solution provider performance. Larry is
the founder and executive director of the Channel Vanguard Council, a think tank of technology
channel executives dedicated to identifying future trends in the IT industry and channel. He is
the former editor and publisher of Channel Insider, and former editor of Baseline, VARBusiness,
GovernmentVAR and Information Security magazines. He is co-author of the new book, The
Power of Convergence, and editor in residence at the BTM Institute. Larry lives in New York, but
remains true to his native Boston as a fanatical Red Sox and Patriots fan.
Keith Cowan
Mission Viejo, CA
Andy Hackett
Woburn and
Andover, MA
Todd Harrell
Morristown, NJ
Featured Speakers
Featured Franchisees and Panelists
Davis Merrey
Oklahoma City,
OK
Ken Patterson
Woburn and
Andover, MA
Dave Thompson
San Ramon, CA

Key Partners and Suppliers
PLATINUM SPONSOR
GOLD SPONSORS
SILVER SPONSORS

Key Partners and Suppliers
BRONZE SPONSORS

Key Partners and Suppliers
TeamLogic IT thanks our key partners and suppliers, who support us in our business efforts.
AppRiver
AppRiver is a software-as-a-service
(SaaS) provider offering awardwinning
email and Web security
solutions to businesses of all sizes.
Understanding the need to protect
networks from today’s increasingly
complex IT threats, AppRiver offers
a comprehensive, yet affordable
subscription-based solution that
incorporates the latest spam and
virus protection, email encryption
and Web security on the market. In
addition, AppRiver provides a complete
managed service for Microsoft
Exchange, as well as a bundled
Microsoft Office 365 solution.
Contact: Bill Muldoon at 850/916-
6406 or bmuldoon@appriver.com;
Scott Paul at 850/932-5338 x 436
or spaul@appriver.com
Autotask Corporation
Autotask Corporation provides the
world’s leading hosted IT business
management software to streamline
and optimize business processes for
technology solution providers. The
software integrates a broad range of
critical business systems, including
customer relationship management
(CRM), service desk, tech scheduling,
project management, billing and
reporting, and provides real-time
service delivery intelligence to help
users understand the factors that
drive their business and their profitability.
Autotask is accessible from
virtually any computer or mobile
device connected to the Internet
and features a world-class API that
seamlessly integrates with the other
systems and tools that providers rely
on to run their businesses.
Contact: Vince Plaza at 949/582-
6304 or vplaza@teamlogicit.com;
Chris Chinnery at 949/582-6307 or
cchinnery@teamlogicit.com
Awareness Technologies
Awareness Technologies provides
Insider Threat Protection including
four modules: Web Filtering, Data
Loss Prevention, Laptop Recovery,
and Employee Monitoring delivered
in a cloud or SaaS format.
Effectively, InterGuard Software
allows you to record, block and
locate all PC activity, and with no
hardware to deploy, generating
monthly recurring revenue for you.
According to a recent study: “70%
of security breaches are generated
from your customers’ employees,”
InterGuard provides an unmatched
solution against this.
Contact: Dean Galbreath at
888/224-1288 x 420 or dgalbreath@awarenesstechnologies.
com; Mycah Freeman at 888/224-
1288 x 412 mfreeman@awarenesstechnologies.com
Axcient
Axcient ensures data, application,
and system uptime, all the time,
with its market-leading data backup,
business continuity, and disaster
recovery solution. Axcient’s innovative
technology, including onsite and
offsite backup and virtualization,
is built from the ground up for the
small and mid-sized business (SMB)
market, and delivered through IT
resellers. Axcient now protects more
than two billion files and applications
in the cloud and gives SMBs
the peace of mind that they’ll be
protected from the high costs of
downtime-related loss of productivity
and revenue. Axcient was
recently named to INC. magazine’s
Top 500 Fastest Growing Private
Companies for 2012.
Contact: James Lii at 650/265-
1849 or jlii@axcient.com
Bookkeeping Express
Bookkeeping Express is a national
firm providing outsourced bookkeeping
to the business community.
The company’s service offering
includes all bookkeeping/accounting
requirements up to tax and
audit work. They provide a team
environment so you will never be
put in a position of not having a
point of contact. All work is CPA
reviewed and the company offers
an array of dashboard and industry
reporting. Bookkeeping Express
is your “knowledge advisor” and
looks to provide information so you
can make sound business decisions.
Contact: Brandey Rodgers at
703/766-5757 or brodgers@bookkeepingexpress.com

CompTIA
CompTIA is a community of organizations
throughout the IT channel,
including vendors, resellers,
distributors and educators. Our sole
mission is to advance the interests
of our members and the global IT
industry as a whole. We meet our
members needs by providing global
certification and business accreditations,
conducting in-depth industry
research, offering targeted networking
opportunities for members,
representing the interest of IT companies
before U.S. and international
policy makers, offering members an
opportunity to lead initiatives and
collaborate with peers in specific
areas with our six communities, and
providing other valuable business
tools and resources.
Contact: Justin Valentine at
630/678-8461 or Justin.valentine@
comptia.org
Datto, Inc.
Datto, Inc. is an award-winning provider
of hardware-based on-site and
off-site backup and disaster recovery
solutions. Datto’s innovative and
affordable solutions are changing
the way the channel delivers complete
business continuity, offered
exclusively through resale partners
from over 4,000 IT service providers
across North America and Europe.
SIRIS is the only hybrid cloud solution
that offers instant local and
off-site virtualization and screenshot
backup verification. So far in 2012,
SIRIS has won four ‘Best Cloud Solu-
Key Partners and Suppliers
tion’ awards and was also awarded
‘Best Margin Booster’ at the Channelpro
SMB Forum. Datto was
recently named to INC. magazine’s
Top 500 Fastest Growing Private
Companies for 2012.
Contact: Mike Hanauer at
203/529-4947 or mhanauer@dattobackup.com
eFolder
eFolder is a leading cloud services
provider distributing a variety of
brand-able SaaS offerings exclusively
through its channel partners.
Offerings include remote and local
backup services, email management
and filtering services, Exchange
email archiving and a variety of BDR
solutions. eFolder has developed
and owns the intellectual property
of disaster recovery and backup
technologies that many refer to as
“the gold standard” in the disaster
recovery industry, providing superior
efficiency, reliability, and unique
silent data corruption protection.
Contact: George Welborn at
678/644-9376 or gwelborn@
efolder.net
Enable Networks
Enable Networks, an operating
company of PowerCloud Systems,
is a provider of an aftermarket SaaS
solution that delivers breakthrough
Wi-Fi capability to the SMB/SME
market. With both hardware and a
management platform powered by
CloudCommand, Enable supports
Managed Service Providers
looking to profitably expand their
business by adding wireless network
management services to their
portfolio of services. Enable Networks
provides everything needed
to deploy, configure, secure and
remotely manage mission-critical
networks, including HIPAA and PCI
compliance. PowerCloud Systems
is the leading software platform
provider for enabling Networking
as a Service (NaaS). Its Cloud-
Command technology provides
cloud-management functionality to
networking devices, making them
dramatically easier to deploy and
remotely manage.
Contact: Jim Steinbacher at
650/812-4675 or jim@enablenetworks.com
independenceIT
independenceIT (iIT) is an industryleading
technology company that
enables VARs, ISVs and MSPs to
provision, deploy and support cloud
services. For more than a decade,
iIT’s solutions have facilitated
organizations rapid transition away
from traditional IT to quickly realize
the cost savings and operational
advantages of the cloud. iIT’s suite
of products include Cloud Workspace,
VoIP, Exchange, Share-
Point and VPS made available in
VCD, iIT’s award-winning cloud
services management platform.
Contact: Scott Markley at
603/658-0684 or smarkley@independenceit.com

Key Partners and Suppliers
Intronis
Intronis Cloud Backup and Recovery
is a world-class cloud backup
solution for the IT channel. It
provides the industry’s easiest-touse
secure data solution for offsite
and local backup, which generates
a monthly recurring revenue stream
to add to your business. Intronis
offers the best, deepest Exchange
and SQL backup on the market,
U.S.-based customer support, and
is also integrated to major solutions
in the MSP ecosystem. The solution
has been field tested by thousands
of MSPs and the industry spoke by
awarding Intronis the 2011 Vendor
of the Year from ASCII.
Contact: Ted Roller at 617/948-
5354 or troller@intronis.com
McCormick & Reinmuth
Insurance
McCormick & Reinmuth Insurance
and TeamLogic IT have teamed up
to offer franchisees a program for
their general liability, workers comp
and errors & omissions (E&O) insurance.
The E&O is priced at a group
rate and contains important cyber
liability coverage not found on
standard policies.
Contact: Justin Reinmuth at
800/722-4540 x 203 or Justin.
reinmuth@mr-ins.com
Network Box
Network Box is a managed security
services provider that delivers a fully
managed perimeter security service.
A global security firm with 12
network operation centers (NOC)
and security operation centers
(SOC) throughout the world, Network
Box provides customers with
fully managed firewall, integrated
IDP/IDS, anti-spam, four anti-virus
engines, three content filtering
engines, unlimited VPN, summary
reports and a live GUI interface. The
system is managed and monitored
24/7. By providing monitoring,
updates and management around
the clock, Network Box gives your
customer the technological and
logistical edge needed to stay one
step ahead of the hackers. Network
Box provides managed security
services for many of the world’s
leading companies, organizations
and government departments.
Contact: Randy Hays at 281/334-
1985 or randy.hays@networkboxusa.com
Nitel
Nitel allows you to offer your
clients reliable, secure telecom
services such as Internet, MPLS,
SIP, hosted voice, Ethernet and
private line, managed through the
simplicity and convenience of their
unique mobile application. Nitel
will support you and provide all the
necessary tools to easily offer these
services. Beyond the offerings that
will bolster your portfolio, Nitel
will pay you a generous residual
monthly commission on anything
you sell. So whether you have a
client in a hard-to-reach rural area,
in a metro area and with need for
a large Internet pipe, or in locations
nationwide that need a cost-effective
MPLS network or with a bill
today that is over $490/month for
a single T1, Nitel can help.
Contact: Shawn Jones at
773/364-3112 or sjones@nitelusa.
com
Reflexion Networks
Reflexion Networks provides a suite
of cloud-based email security and
compliance services that help organizations
to protect sensitive customer
information, their employees,
and their intellectual property, and
complies with important government
and industry regulations. Specific
services include hosted email
security, email archiving and
e-discovery, email encryption, and
business continuity sold exclusively
through a global network of IT solution
providers. All of its services are
built upon a centralized management
platform that enables you to
easily deploy and manage hosted
services without any up-front
investment in hardware or software.
Additional benefits include
full branding, on-demand deployment,
unified diagnostic logs, integration
with leading RMM and PSA
tools, and no sales minimums, along
with top-quality technical support.
Reflexion has over 8,000 customers
in 45+ countries.
Contact: Karen Guarino at
781/569-6666 or Karen.teamlogicIT@reflexion.net

RingCentral/RS&I, Inc.
RingCentral is the number-one
provider of cloud business phone
systems designed for today’s mobile
and distributed workforce. By
combining a hosted, multi-extension
business phone system with
advanced voice and fax functionality,
RingCentral delivers ease of
use, flexibility and mobility, which
cannot be provided by complex
and expensive on-premise legacy
phone systems. Being a Ring Central
authorized agent will bring you
upfront commissions and long-term
residual payments. You’ll also generate
revenue on setup, installation
and ongoing system management.
Contact for Ring Central: To
sign up to use the RingCentral
system in your office, visit http://
marketo.ringcentral.com/teamlogicIT-franchisee-signup.html
Contact for RS&I, Inc.: To
sign up as a reseller, contact Brad
Johnson at 866/727-1571 or brad.
johnson@rsiinc.com
Sentry Security Systems
Inc.
For over 13 years, Sentry Security
Systems Inc. has been providing
affordable and dependable digital
video surveillance solutions backed
by industry leading sales, technical
support and training to dealers,
resellers and installers throughout
North America. By meeting and/
or exceeding expectations, Sentry
Security has become the supplier of
Key Partners and Suppliers
choice in several markets to a wide
client base, many of which have
been clients for over a decade. The
company manufactures its own lines
of digital and network video recorders
and also distributes analog and
IP cameras, access control products,
CCTV accessories and more. Team-
Logic IT franchisees have access to
free, customizable marketing materials,
software/manual downloads,
how-to guides, an online quoting
system and much more.
Contact: Jason Brunet at 866/736-
8796 or jason@cctvsentry.com
Sir Speedy, Newark, DE
Utilizing innovative marketing
services strategies, Sir Speedy offers
the support TeamLogic IT franchisees
need to grow their business.
Have you considered participating
in the Centralized Direct Marketing
Program? We can help. If you
prefer, we can develop a consistent
marketing campaign that includes
bi-monthly direct mail postcards
and one-to-one targeted programs.
If you’re looking for a marketing
campaign that allows you to
measure the ROI of the program,
we have programs to support you
in this effort. We also provide any
printed TeamLogic IT-branded
materials you may need such as
business cards, presentation folders,
and capabilities brochures, just
to name a few. We live our mission
everyday, which is to help our
customers succeed.
Contact: Harvey Banning at
302/366-0848 or Harvey@ssnyes.
com; Brynn Hudson at brynn@
ssnyes.com
VTech Communications,
Inc.
AT&T phone systems meet your
customers’ needs, no matter what
business they’re in. Designed for
growth and affordability, our solutions
are the perfect fit for small to
medium-sized companies. Synapse ®
offers simplicity without sacrifice,
scalable to 100 extensions with
support for analog, digital and SIP
trunking. Easy to use and customize,
Synapse desksets, cordless handsets,
and headsets include a rich feature
set combining traditional and
state-of-the-art functionality to stay
productive. Syn248 is ideal for businesses
with up to 24 users and eight
lines that want to replace legacy
PBXs and key systems to simplify
communications. AT&T phones
are designed and manufactured
through a brand licensing agreement
with VTech, the world’s largest
manufacturer of cordless phones;
delivering the best sound quality,
security, range and style.
Contact: Rick Refsland, Western
Representative, at 888/916-2007
x 7006 or rrefsland@vtechphones.
com; Rebecca Ching, Eastern representative
at 888/916-2007 x 7008
or rching@vtechphones.com

Staff Directory
To help you get the most from this experience, feel free to call us after the Owners
Summit at 949.582.6300, or send us an email.
Nick Angelini
Business Mgmt. Consultant
nangelini@franserv.com
Meribeth Gunn
VP/Summit Mktg.
Communications
mgunn@franserv.com
Richard Lowe
President and COO
rlowe@franserv.com
David Robidoux
VP/Marketing
drobidoux@franserv.com
Dan Beck
EVP/Support & Training
dbeck@franserv.com
Mark Hildebrandt
Business Mgmt. Consultant
mhildebrandt@franserv.com
Cathy Michalski
Business Mgmt. Consultant
cmichalski@TeamLogicIT.com
Dave Sigafus
Business Mgmt. Consultant
dsigafus@franserv.com
Sheldon Beck
Business Mgmt. Consultant
sbeck@franserv.com
Mark Johns
Sr. Bus. Dev. Consultant
mjohns@franserv.com
Lee Ann Ohanesian
Corp. Communications Mgr.
lohanesian@franserv.com
Bob Sullivan
Business Mgmt. Consultant
bsullivan@franserv.com
Victoria Brox
VP/Franchise Development
vbrox@TeamLogicIT.com
Chuck Lennon
President
clennon@TeamLogicIT.com
Vince Plaza
VP/Information Tech.
vplaza@TeamLogicIT.com
John Terry
Business Dev. Consultant
jterry@TeamLogicIT.com
Sally Coon
VP/Operations
scoon@TeamLogicIT.com
Rob Levig
Business Mgmt. Consultant
rlevig@franserv.com
Marilyn Reynolds
Operations Coordinator
mreynolds@TeamLogicIT.com
Denise Denton
Director of Marketing
ddenton@TeamLogicIT.com
Don F. Lowe
Chairman and CEO
dlowe@franserv.com
David Rice
Business Mgmt. Consultant
drice@franserv.com

COME FOR THE PRODUCTS.
STAY BECAUSE OF EVERYTHING ELSE.
www.cctvsentry.com | www.sentry-resellers.com
Ryan Richardson, Digital Video Security Specialist
ryan@cctvsentry.com
1-866-736-8796 (Toll Free)
Complete turn-key video surveillance solutions
Celebrating 13 years of exceeding customer
expectations
Affordable and dependable products backed by
industry leading sales, technical support and
training
We specialize in helping IT/Networking
companies add a profi table video surveillance
offering to their lineup.