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Coming to Chicago - April 13-15, 2026

Hyatt Thompson Chicago

Please see FAQ on the registration page for recommended arrival and departure times

Countdown to Evergreen Elevate

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The Operator's Playbook for Unprecedented Value 

Founders, are you ready to move past theory? 

Elevate 2026 is “Built For You. By Us.” It is the MSP industry’s premier, sponsor-free event focused exclusively on maximizing enterprise value. 

This is not another conference; it is a platform for field-tested wisdom shared directly by operators of  Lyra Technology Group, who have been there, done that, and are actively scaling and leading in the MSP space right now. 

Your Mandate: Actionable Value Creation 

We cut through the noise with no pitch, just proof. Our singular focus is on the tactical how: what concrete systems, financial levers, and processes your team must execute when the rubber hits the road to build enduring success. 

If you are serious about refining your leadership, mastering key financial levers, and building an organization truly worth more money, you need to secure your team’s spot at Elevate 2026. 

Secure your spot and get the proven playbook. 

Learn more about Elevate 2025 here. 

Agenda

Time Topic Presenter
8AM-9AM Breakfast and Networking N/A
9AM-9:30AM Opener: State of the MSP Industry & Evergreen Craig Fulton & Sydney Hockett
9:30AM-10:30AM The Next Frontier for MSPs: Age of AI Elliott Hyman
10:30AM-11AM Break N/A
11AM-12PM Lyra Golden Scorecard: Metrics to Drive Improvement in Your Business Marlena Slowik & Mario Arjona
12PM-1:30PM Lunch and Networking N/A
1:30PM-2:00PM Succession Planning: Lessons from a Founder Lloyd Wolf
2:00PM-2:45PM Leaning on Data to Manage a $50M MSP Brent Williams & Hassan Riaz
2:45PM-3:15PM Break N/A
3:15PM-4PM Hiring a Sales Leader: Learnings from Hiring 100+ Growth Leaders for MSPs Jake Gregorich & Lucas Reid
4PM-5PM Lyra CEO Panel: Experiences Operating in the Lyra Family Mike Ruter, Haris Anwar, John Thompson

Guest Speakers

Craig Fulton headshot

Craig Fulton

M&A Advisor at Evergreen
Sydney Hockett headshot

Sydney Hockett

VP of M&A

Elliott Hyman

CEO of Lyra

Marlena Slowik

CTO of Lyra

Mario Arjona

SVP of Value Creation, Lyra

Lloyd Wolf

EOS Implementer

Brent Williams

CEO of The AME Group

Hassan Riaz

President of Lyra

Jake Gregorich

SVP of Growth, Lyra

Lucas Reid

Growth Operations Executive, Lyra

Location

Thompson Chicago
by Hyatt

21 East Bellevue Place
Chicago, Illinois, 60611

Evergreen Elevate 2025

Hear from the attendees on why those chose to attend Elevate

March 3-5, 2025

Archer Hotel
3121 Palm Way Austin, TX 78758

The Operator-Led Agenda: Tactical Levers for Growth and Value Creation

Elevate 2026 is where highly effective MSPs come together to achieve tactical, ambitious goals across six critical functional areas. 

I. Financial Value Creation & P&L Management: This track focuses entirely on the levers to pull that make the business worth more money. 

  • The Elevate Scorecard Session: We unveil the KPIs and metrics that Evergreen and Lyra believe are most critical for maximizing MSP valuation and why. 
  • Value Creation Levers Deep Dive: A tactical session on actionable improvements in vendor negotiations, P&L management, and service desk efficiency that immediately boost margins and valuation. 
  • Recurring Revenue Mastery: Focused content on strengthening the foundation of your business: optimizing contract terms, driving expansion through cross-sell and upsell, and methods for reducing customer concentration risk. 

 

II. Operational Efficiency & Customer Experience: Build a resilient, scalable business foundation that delights customers. 

  • Scaling Smartly: Walk through the systems and operational build-out developed to maintain data quality and integrity across a large, integrated MSP business. 
  • Operational Excellence Session: Practical ways to improve internal efficiencies that drive better customer experience and long-term scalability. 
  • Service Desk Deep Dive: Specific strategies to optimize your service desk for speed, quality, and profit. 

 

III. Sales & Marketing: Talent, Process, and Compensation: Attracting clients and top talent requires a world-class go-to-market strategy. 

  • Sales & Marketing Blueprint: A comprehensive session covering the best practices for talent acquisition, optimizing sales processes, effective management, and designing impactful compensation plans. 
  • Lighthouse Program Overview: Get an insider’s look at the successes and learnings designed to elevate customer growth by identifying one client and centering services around them, then expanding outwards from there. 

 

IV. Talent Management & Leadership: Your people are your ultimate multiplier. Learn to lead, compensate, and retain the best. 

  • Building a Winning Team: Dedicated session on compensation strategy, leadership development, and cultivating a high-performance culture that retains top-tier talent. 

 

V. Future-Proofing the MSP: What should MSPs be planning for in the next 3-5 years? 

  • Long-Term Planning Panel: An essential discussion on the strategic roadmap for navigating the future of AI implementation, evolving cybersecurity compliance, and the changing competitive landscape. 
  • The AI Split: Internal Efficiency vs. External Revenue: How to use AI for internal operations vs. productizing AI services for clients. 
  • Case Study: Generating Revenue with AI: Hear directly from our leadership about their successful models driving tangible AI revenue. 

VI. Unfiltered Stories: The Operator Panel

  • Real Talk: A candid, unscripted panel discussion featuring operators and former sellers sharing real, unfiltered stories from the M&A journey, integration, and life post-transaction.