XChange Security is built for MSPs and solution providers who are serious about security as a practice, not just as a product category.
The boardroom format and peer-level conversations go beyond buzzwords and into what is actually working, failing, and changing in the market.
FlexPoint will be there because security-focused MSPs spend a lot of time hardening client environments, but many still leave financial operations exposed through checks, manual invoicing, and disconnected payment workflows.
Use this checklist before you go The best security event conversations start with knowing your own operational gaps. This checklist helps you show up with sharper questions and clearer priorities.
Prep checklist
The MSPs who get the most out of security events tend to show up with sharper questions and a clearer read on their own operational risk.
Use this checklist before you walk in so you leave with more than notes and a tote bag.
Know before you go
Know your current average days to collect after invoicing. If you do not know this number, that is usually the first sign something needs attention.
Know
Know what percentage of your clients are still paying by paper check. Checks add friction and increase exposure in a billing system that should be easier to secure.
Know
Know whether your payment portal enforces multi-factor authentication for client logins. If it does not, that is a control gap worth addressing.
Know
Know your gross margin on managed services. Margin pressure and billing inefficiency often show up as separate symptoms of the same operational issue.
Know
Questions to bring into vendor meetings
Ask every payment or billing vendor how their platform handles a situation where a client is instructed to change payment details by a bad actor. The answer tells you a lot.
Ask
Ask whether client payment data is stored in the vendor’s system or handled away from it entirely. How they answer usually tells you how mature the product really is.
Ask
Ask security vendors what the most common mistake MSPs make in the 90 days before a breach looks like. You will probably get better answers here than in a whitepaper.
Ask
Ask peers what one change in billing or collections had the biggest security impact for them. The best event takeaways are often peer answers, not stage answers.
Ask
Things to leave with
Leave with one specific change to your client payment experience, whether that means moving off checks, adding authentication to your portal, or shifting recurring clients to ACH.
Do
Leave with at least two peer contacts who are thinking seriously about the same billing and security crossover. That network often outlasts the event itself.
Do
Leave with one 30-day action item written down. One concrete move in the next month is worth more than pages of notes you never revisit.
Do
Prep progress
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You’re ready to go.
You’ve got your questions, your priorities, and your next move. Come find FlexPoint on the floor and tell us one operational risk you want cleaned up before year end.
Three days, serious people, and a city that knows how to host. See you in Frisco.
