Advisor Operations Team Agenda

2026 Annual Conference | Sep 08, 12:45 PM – Sep 10, 1:45 PM Renaissance Boston Seaport District, 606 Congress St, Boston, MA 02210, USA

Tue, Sep 08

8:00 AM - 9:30 AM
Coffee, Connections, and Community
9:30 AM - 9:45 AM
Welcome to Unstoppable - Matt Ackermann
Main Stage
9:45 AM - 10:30 AM
The Visionary Horizon: The Future of Integrated - Andree Mohr
Main Stage
10:30 AM - 11:15 AM
The AI Edge: Intelligence Reimagined - Panos Leledakis
Main Stage
11:15 AM - 11:30 AM
Refreshment Break
11:30 AM - 12:15 PM
Thinking Macro: Investing in an Uncertain Landscape - Dan Clifton
Main Stage
12:15 PM - 1:10 PM
Power Lunch
Dining Area
1:10 PM - 1:55 PM
The Equilibrium Shift: Finding Balance - Adam Holt
Main Stage
1:55 PM - 2:40 PM
Breakout Session 1
Breakout Rooms
2:40 PM - 3:00 PM
Snack Break & Recharge
3:00 PM - 3:35 PM
Breakout Session 2
Breakout Rooms
3:40 PM - 4:10 PM
Awards & Recognition
Main Stage
4:30 PM - 11:00 PM
Night Event
Fenway Park or The View

8:00 AM - 9:00 AM
Coffee, Connections, and Community
9:00 AM - 9:05 AM
Welcome to Day 2 - Matt Ackermann
Main Stage
9:05 AM - 9:20 AM
30 Years of Excellence: The Integrated Legacy - Ray Lucas and Paul Saganey
Main Stage
9:20 AM - 9:50 AM
The Evolution Revolution: Standing Out in a Changing Universe - Paul Saganey
Main Stage
9:50 AM - 10:45 AM
The Championship Mindset: Lessons from Scottie Scheffler - Dr. Rick Jensen
Main Stage
10:45 AM - 11:30 AM
Evolve. Adapt. Soar. - Bob Oros
Main Stage
11:30 AM - 11:45 AM
Closing Thoughts & Calls to Action
Main Stage