By
El Copeland
February 28, 2025
•
20 min read
Professional Development
Business
Answer a question for me, and be honest.
When you sign up to attend a conference, what is the point?
I would guess that your answers, with a varying levels of importance, include networking with peers, expanding your knowledge, getting insights on latest trends, meeting vendors or influencers you’ve been following, and having a few nice meals or drinks in a city you don’t often visit.
Did I get it right?
Ok, follow up question. Think back to the most recent conference you attended.
Did you accomplish what you wanted to when you signed up in the first place?
It’s ok, this is a safe place.
There are a variety of reasons a conference may feel like a bust to you. Maybe the speakers had an off day (or in reality weren’t as good as you hoped). Maybe the session synopsis wasn’t an accurate reflection of the actual content provided. Maybe you were up too late the night before and accidentally slept through the sessions you were most looking forward to.
Or maybe, maybe, you experience what I have, which is that everything went perfectly: you attended all sessions, cheered when you were supposed to, participated in meaningful conversations with peers and mentors, had an uneventful trip home, and yet, something still feels wrong.
While exhilarating, at the end of these trips I’m exhausted, and yet the horrors, er, I mean, responsibilities wait for me. Those good ideas and clever tools quickly fade away, only to resurface in the occasional conversation, but rarely through intentional practice.
And then, you look at the budget. Between travel, meals, the conference pass, and your time away from work, attending a conference is a true investment.
With networking, sessions, and vendor conversations, how do you actually implement your investment into what you've learned, follow up with the people you’ve met, or pursue that tool that's going to change your life?
I have some thoughts on that. But first, let’s talk about gardens.
When planning any event, project, or goal, I'm sure you’ve heard someone wryly cite Murphy’s Law (“Anything that can go wrong will go wrong”) or quote the poet Robert Burns: “The best laid plans of mice and men oft go awry.”
The implication? Don’t plan too much, just go with the flow. If you don’t plan, you can’t be disappointed.
I hate it when people say that. And not just as a driven, technical, successful person. As a practical, down-to-earth person with a garden in my front yard, it’s the quickest way to tell me that you’re out of touch with reality.
Let me paint you a picture using tomatoes (or another delicious fruit of your choosing).
Every tomato gardener and farmer plants with the end goal in mind: a beautiful, bumper crop of brilliant red tomatoes, sun ripened and perfect for sandwiches, sauces, and salads.
But you don't just plant the seeds and immediately get the fruit. A full growing season looks like this:
Life happens. Just because I planted tomatoes doesn't mean I harvest tomatoes.
Just because I put a trellis up for my tomatoes doesn’t mean I can dictate where each branch will weave and grow. It just means there is a structure there for it to fall back on when things literally go sideways.
When you know what success looks like (a full, healthy tomato plant with brilliant red fruit), you can iterate from there or return to it when things inevitably go wrong, like needing to tie the branches that have gotten too heavy.
The goal is rarely perfection, but consistency and accountability so you can gain the literal benefits of the fruit of your labor. This metaphor on gardening is something I apply in both my personal and professional life (Starting Seeds: Episode 1 - Let's Grow!), but it’s especially critical at conferences. Conferences are fast-paced, exhausting, and packed with information. It’s easy to get caught up in the moment and never actually apply what you’ve learned, leaving beautiful tomatoes rotting in the sun.
Pre-planning and setting your intentions not only help you stay focused but also gives you more flexibility. Ironically, preparation makes it easier to pivot when plans shift. It also gives you the mental clarity to clean up at the end of the season and better prepare the soil for what you want to do next.
So join me in our figurative conference gardens and let’s look at how we can better set ourselves up for success and that bumper crop of good ideas for our businesses, communities, and personal growth.
One of the unspoken lessons that underpins our analogy about tomatoes is that time matters. Setting small things in motion early on allows for success because there are other parts of your environment (sun, rain, pollinators) that can do the work while you’re not actively thinking about it.
Watch what you’ve planted and care for it. That means using wisdom to prune, weed, stake up and feed your garden as needed, with a careful eye for success. I had to remove the word "ruthless" at least three times in this section. While the word is gone, my sentiment remains and I encourage you to use it freely in this section where I say "careful, intentional, test, focus...": you are the protector of your business and your ideas. One of my favorite sayings is, "If everything is important, nothing is important." What is important? Be intentional about focusing on that and letting everything else go to the wayside.
Speaking of setting goals at conferences, Tara Rummer at Immy.Bot and Immense Networks, gave her insight in a recent conversation:
We always did a little powwow before events to discuss what sessions each of us would be attending. And during the event (and after) we would do check-ins regarding something we've learned from our morning or afternoon... Or maybe you met an awesome vendor or had a hallway conversation that stuck with you. All of that was fair game! Learning isn't limited to planned content!
I always kept the maximum to three things you learned that day because the amount of information you take in at events can be overwhelming. There are so many intelligent people talking about their passions and successes / failures.
Tara makes some great points, but specifically, this is a good place to mention the 3-3 approach, which can help you focus and fortify ideas or experiences, either by challenging you to do more or challenging you to do less! The emcee at Right of Boom 2025, Robert Cioffi, mentioned a version of this from the stage this year. At Rising Tide, I word it like this:
What’s the point of a good tomato if you can’t take the first one and immediately slap it between some white bread with salt and pepper and mayonnaise? (By the way, the Duke's and Hellman's argument is wrong, it should only be Kewpie)
Often in a garden, the fruit comes to maturity in waves. It is up to us to determine what we want to do with it.
Back to Tara's experience at Immense and Immy.bot:
At the end of the event we would each come back with one or two large takeaways.... Something we'd like to try, a vendor we'd like to meet with, etc.
I've seen a lot of people come back from events and try to change everything all at once, which quickly caused dumpster fires within their teams. I've tried to put guardrails up to help guide the team a bit and keep them away from shiny objects.
Oof. Your team is your wealth and overwhelming them or frustrating them is a quick way to lose not just morale but efficiency! How can you, like Tara, put up guardrails up to protect their time?
For me, the heart of this is to take the key things you learned and actually celebrate and use them!
In the end, sometimes you end up harvesting something that you didn't expect, but that worked out.
Did you see my photos about tomatillos? I didn't even plant those and they kept our home fed that entire summer. What did I learn? Next time, I'll only keep two plants so they don't overtake my garden!
So, how did this harvest go? What can you do better next growing season?
At the end of the day, a garden only succeeds with the right combination of time, resources, and attention.
And a conference is exactly the same way. It is truly only as valuable as the effort you put into it.
Let’s face it, we’re all exhausted and it’s easy to be a consumer. It’s easy to just go to the grocery and pick up a beautiful tomato that someone else made.
It’s easy to only meet with people or vendors you already know and like. It’s easy to just take what people give us and check a box saying we attended an event. It’s easy to mindlessly take in what you’re being fed – to not question it, to not challenge it, to not chew it up and consider if it actually serves you or not before swallowing the meat, fat, and gristle in one bite.
I propose to you, friends and colleagues, that you can attend every session, shake every hand, and still walk away having wasted your time and money if you’re not actively tending the garden and harvesting the fruit in your personal and professional life. It is vital that you consider your agency and power in controlling your own growth and own destiny. We must be intentional with our time and resources if we are to harvest the best fruit.
Lastly, if this speaks to you and you attend conferences for the content, I intend to create a conference content webinar that reviews conference material and gives people a chance to ask questions and to determine what action could and should look like following conferences in our industry. Find me on LinkedIn and let’s talk about collaborating and making this happen together or come find me at MSPGeekCon!
I look forward to continuing to tend to our industry, together.
Love,
El
Episode 6 breaks down HaloPSA v2.196 (stable). We cover improvements to billing recalculation and recurring invoice scheduling, on-prem integration security, ticket UI/UX (action groups, field group behavior), role-level controls, chat on existing tickets, and a big boost to project billing performance in Ready for Invoicing. Ideal for MSPs tightening finance, project, and automation workflows in Halo.
Watch Now: By the [run]Book: Episode 6
For easier tracking, check out haloreleases.remmy.dev to filter and search HaloPSA updates by ID, version, and keyword.
Choose a consistent default font for editors in tickets and actions.
A banner warns when integrations allow unauthenticated webhooks.
Recalculate billing for a selected customer over a defined window.
Control when a billing rule applies.
Declutter your recurring invoice view.
Filter or route tickets by the mailbox they came from.
Security and reliability enhancements for on-prem connections.
Make start dates automatic for certain ticket types.
Keep grouped fields always visible.
Automate around CRM note activity.
Runbooks can process text-only API responses.
Safer, clearer Excel imports.
Bill on an exact day each month.
Lock milestone structures from templates.
Let end users chat directly on an existing ticket.
Reduce confusion on sales order lines.
Granular “log on behalf” controls.
Group actions into dropdown menus on tickets.
A big boost to project billing performance.
More events to hook automations into.
For more insights, see our guide on choosing the right ticket status colors in HaloPSA
Also, check out our partner Renada’s video: From Feedback to Forest: Automating Tree Planting in HaloPSA
In Episode 5 of By the [run]Book, the crew digs into four HaloPSA releases in one session—covering versions 2.192 through 2.195. From new ways to share secure links and manage billable time to asset relationship mapping and invoice automation, this episode is packed with practical updates. If you’re an MSP looking to tighten processes, improve reporting, or explore Halo’s evolving automation and AI features, this one is worth the watch.
Watch Now: By the [run]Book: Episode 5
Report Guide Field | v2.192 #783026 | 3:19
Halo added a Report Guide field in the report designer for better context.
Send secrets safely with one-time secure links.
A new Billable Time Recorded column is available in ticket profiles.
<<halo_url>>
Variable | v2.192 #762123 | 9:59A new runbook variable for halo_url has been added.
Control which quotes appear on tickets/opportunities.
A safer way to deactivate SLAs.
Specify invoice references when creating bills from POs.
Set whether closure timers run on SLA working hours or calendar hours.
New risk scoring tool for change management.
A default configuration for prorata handling in recurring invoices.
Expanded asset management capabilities.
A mysterious patch button—covered lightheartedly in the episode.
Custom buttons can now be restricted to asset type level.
Unpaid invoice tickets now include the invoice PDF automatically.
Choose recipients for automatic emails on pending-closure tickets.
New permission level for user management.
Sales order lines must now be marked complete manually (optional).
Runbook steps with SQL can now be tested directly.
AI field suggestions now appear inline as context hints.
Added access controls to the Entra ID integration.
Enhanced SQL imports for custom tables.
While we pride ourselves at Rising Tide on being clever, we didn’t make this up on our own.
Over the past year, multiple clients told us the same thing in different ways:
“We don’t need a full-on consulting. We just need someone to help us stay on top of the tools we already have.”
“Can you set aside time each month to tell us what’s working, what’s not, and what we should actually do next?”
“Honestly, I just want to know if anything’s falling through the cracks.”
MSPs weren’t talking about emergencies. They meant the small stuff. The not-yet-broken-but-might-be. The features that got launched but never rolled out. The bugs they forgot to follow up on. The process that made sense when they built it... but not anymore.
So we listened and built out our Monthly Support offerings for teams like yours. Support that pays attention, leveraging the best of Rising Tide to make the best of your systems. It’s not reactive. It’s not rushed. It’s not about being broken. It’s about staying in control, without wasting time figuring out where to start.
Designed for Rising Tide clients who’ve already implemented tools like HaloPSA, Hudu, and Rewst, and just want to keep things running smoothly without spinning up a full project or workshop every quarter.
Here’s what our Monthly Support looks like in practice:
A short, focused check-in on the systems you want our guidance on. for:
You’ll walk away with a small, clear action plan that you can execute on your own or leverage the Rising Tide team to complete.
We read the release notes so you don’t have to. You’ll get:
We’ll chase the vendor on your behalf. That includes:
If something breaks in a tool we’ve implemented or documented, we’ll:
Hand Rising Tide the recurring and tedious-but-necessary tasks tied to administrative upkeep inside your platforms like:
To be clear, the Rising Tide Proactive Support Plan is not consulting. Proactive Support is only for systems we’ve implemented and reviewed. It doesn’t include:
If we find something that should be a project, we’ll tell you and help you decide how you would like to move forward.
Monthly Support at Rising Tide is available in two flavors: Foundations and Catalyst.
$900/mo
The Foundations package is for MSPs who need steady, expert support to keep their tools working well, especially when system updates can throw a wrench in those plans. It’s perfect for teams who want someone to keep an eye on things, flag issues early, and offer helpful next steps without having to ask.
Rising Tide consultants will proactively review your systems, follow up with vendors, handle small fixes, and make sure nothing slips through the cracks. It’s a lightweight, low-friction way to stay on top of your platforms and make sure they keep delivering value.
$3500/mo
The Catalyst package is the Foundations package expanded for MSPs who want hands-on, high-touch support with structure. You’ll get 10 hours per month, including up to four scheduled weekly calls, priority scheduling, and deeper involvement from your Rising Tide consultant. This isn’t just support when you ask for it — it’s active partnership.
We come prepared with recommendations, process improvements, and a plan to help you get the most out of your systems. Catalyst is for teams ready to make consistent progress without needing to manage the support relationship.
The goal isn’t to keep you dependent on us. It’s to help you feel like you’re on top of your systems instead of under them.
We’ll help you spot friction before it becomes fire, surface fixes you might’ve missed, and give you the clarity to act, delegate, or table things with confidence.
Ready to add Monthly Support?
Contact Rising Tide Consulting Today.