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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 Stage
  • The Visionary Horizon: The Future of Integrated - Andree Mohr

    Main Stage
  • The AI Edge: Intelligence Reimagined - Panos Leledakis

    Main Stage
  • Refreshment Break

  • AI in Action: From Cutting-Edge to Common Practice

    Operations Team Stage
  • Power Lunch

    Dining Area
  • Empowering Operational Ownership

    Operations Team Stage
  • Anticipation Over Action: Proactive Client Engagement

    Operations Team Stage
  • Snack Break & Recharge

  • The Change Playbook with Andree Mohr: Navigating the 2026 Evolution

    Breakout Rooms
  • Awards & Recognition

    Main Stage
  • Night Event

    Fenway Park or The View

  • Coffee, Connections, and Community

  • Welcome to Day 2 - Matt Ackermann

    Main Stage
  • 30 Years of Excellence: The Integrated Legacy - Ray Lucas and Paul Saganey

    Main Stage
  • The Evolution Revolution: Standing Out in a Changing Universe - Paul Saganey

    Main Stage
  • Tech Deep Dive: Interactive Breakouts

    Operations Team Stage
  • Soar Together: Insights from Your Peers

    Operations Team Stage
  • Closing Thoughts & Calls to Action

    Main Stage

- Excursions & Networking

Be Unstoppable.

IP_30_Year_Anniversary_Logo_White_Yellow.png

What

When

Where

Integrated Partners Conference 2026

September 9, 2026 -

September 10, 2026

606 Congress St.

Boston, MA 02210

See you in Boston!

For any inquiries please reach out to:

integratedconference@ifpadvisor.com

FOR INTERNAL USE ONLY FOR THE INTEGRATED NETWORK

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