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Advisor Operations Team Agenda
2026 Annual Conference Operations Track | Sep 08, 12:45 PM – Sep 10, 12:00 PM Renaissance Boston Seaport District, 606 Congress St, Boston, MA 02210, USA
Excursions
(see Excursions tab for info)Welcome Event
Legal Sea Foods
Coffee, Connections, and Community
Welcome to Unstoppable - Matt Ackermann
Main StageThe Visionary Horizon: The Future of Integrated - Andree Mohr
Main StageThe AI Edge: Intelligence Reimagined - Panos Leledakis
Main StageRefreshment Break
AI in Action: From Cutting-Edge to Common Practice
Operations Team StagePower Lunch
Dining AreaEmpowering Operational Ownership
Operations Team StageAnticipation Over Action: Proactive Client Engagement
Operations Team StageSnack Break & Recharge
The Change Playbook with Andree Mohr: Navigating the 2026 Evolution
Breakout RoomsAwards & Recognition
Main StageNight Event
Fenway Park or The View
Coffee, Connections, and Community
Welcome to Day 2 - Matt Ackermann
Main Stage30 Years of Excellence: The Integrated Legacy - Ray Lucas and Paul Saganey
Main StageThe Evolution Revolution: Standing Out in a Changing Universe - Paul Saganey
Main StageTech Deep Dive: Interactive Breakouts
Operations Team StageSoar Together: Insights from Your Peers
Operations Team StageClosing Thoughts & Calls to Action
Main Stage
- Excursions & Networking
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