Visionary 360 webinars are built for Technology Solution Providers ready to get more from their tools. Each session dives into real-world strategies for PSA, RMM, and accounting systems — hosted by consultants who’ve sat in your seat and know what works.
Next on the Schedule
New webinar information coming soon
Watch On-Demand
The exit plan everyone forgets to make
Most business owners prepare relentlessly for the financial side of an exit. Valuations, multiples, timing, and taxes all get the attention they deserve.
But here’s the part few talk about:
75% of business sellers report deep regret within one year of exiting—and it has nothing to do with money.
After years of leading teams, solving problems, and driving growth, many executives discover that financial freedom alone doesn’t replace purpose. Identity shifts, loss of relevance, and unexpected strain on health, family, and relationships often follow.
In this session, we’ll address the overlooked reality of life after the sale.
Join us for a candid conversation with Sarah Friedell O’Connell, founder of ChangePoint Advisors, as we explore how successful owners prepare not just for an exit—but for what comes next.
Sarah will share the proven framework used by the minority of owners who thrive post-exit, outline the four distinct phases of post-exit life, and provide three practical actions you can take now to begin building a life plan that complements your business plan.
Whether your exit is six months away or six years out, this session will help you move beyond closing day and toward a future built on purpose, connection, and fulfillment.
Missed the live session? Watch On-Demand Now
Contact Sarah:
[email protected]
https://www.linkedin.com/in/sarahfriedelloconnell/
TOPIC: Top 5 RMM Mistakes, and how to fix them.
Presentation by Visionary 360’s RMM Specialist James Spruengli.
Missed the live session? Watch On-Demand Now
Webinar Deliverables: RMM-Environment-Health-Checklist
When it comes to product management, QuickBooks Online (QBO) plays by different rules than QuickBooks Desktop. In the past, ConnectWise PSA could act as the “truth holder” for product classifications, automatically pushing updates into QuickBooks Desktop. But with QBO, that role flips—QBO now holds the truth.
The result? Any classification changes made in PSA can result in revenue and cogs posting to the wrong accounts in QBO, leaving you with mismatched products and time-consuming manual fixes.
Join us as we walk through how MMB’s Product Sync tool bridges this gap by:
Comparing product classifications between PSA and QBO.
Automatically correcting mismatches.
Helping you avoid inaccurate books and wasted time.
If you’re tired of chasing down product mismatches, this session will show you how to keep PSA and QBO products in perfect sync—without the headaches.
Missed the live session? Watch On-Demand Now
We’re sorry but this archive has been removed.
We’re sorry but this archive has been removed.
Get Ahead of the Financial Roadblocks That Hold MSPs Back
Managing cash flow, tracking margins, and keeping up with billing can be tough for growing MSPs. Without the right systems and financial visibility, small issues can turn into big setbacks.
In this session, our panel of financial and MSP experts will walk through the most common financial challenges MSPs face and share practical steps to avoid them.
What You Will Learn
- Key financial red flags that signal deeper operational issues
- How to build a process that keeps cash flow predictable
- Tips for avoiding margin erosion and late payments
- Best practices for working with accounting and finance partners
Speakers
Meg Berberich – Community Engagement Manager, FlexPoint
Dean Trempelas – Head of MSP Success, Empath
Matthew Zaroff – CFO Consultant, Visionary360
Save your spot and learn how to keep your MSP’s finances running smoothly.
Can’t make the webinar? Register and get the on-demand recording afterwards.
Missed the live session? Watch On-Demand Now
Future Webinar Topics
Show Off Your Gauges: BrightGauge in Action
See What’s Possible with Dashboards That Drive Real Results
You’ve got BrightGauge. Now what?
Many TSPs set it up, connect a few data sources, and stop there. The real magic happens when you take dashboards and gauges from functional to inspiring.
Join us for a live, interactive Show & Tell session where fellow BrightGauge users share how they’ve built dashboards that turn raw data into real insights. See how others are tracking service performance, financial health, and team accountability, and take those ideas back to your own business.
This isn’t a lecture. It’s a community showcase. You’ll walk away with fresh ideas, smarter visualizations, and practical takeaways you can use immediately.
Want to be featured? Submit your dashboard and story before the event. We’ll select a few to spotlight live during the webinar.
What You’ll Learn
Real-world examples of impactful dashboards and custom gauges.
How other TSPs visualize their KPIs in unique, actionable ways.
Tips for making your BrightGauge data tell the full story.
Inspiration to help you go beyond reports and into real business intelligence.
Future TBD
Suggest A Webinar Topic