BE THE STAR
APR 28 - APR 30
AUSTIN, TX
Our host Matt is gearin' up for the big show at the 2025 Integrated Annual Conference (literally and figuratively)!
Get a sneak peek at what we have planned with this exclusive preview and see what’s in store for this star-studded Texas event!
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Keynote speakers and chaps...what else could you ask for?
Featured Speakers
Shine Bright in 2025 and Beyond
Keynote
Geoff Woods
Founder, AI Leadership
Geoff Woods is the Founder of AI Leadership, where he empowers leaders to harness AI, escape operational overwhelm, and think strategically to accelerate growth.
As the former Chief Growth Officer of Jindal Steel & Power, his guidance helped their market cap grow from $750 million to over $12 billion in four years.
He also co-founded the training and consulting company behind The ONE Thing, where he coached and advised companies with annual revenues from $10 million to $60 billion.
Amy DeTolla
Wealth Transformation Executive & Connector
Amy DeTolla is the Founder of Aureus Advantage, a wealth transformation consortium that specializes in M&A Strategy & Integration, Wealth Platform Design & Execution, and Wealth Tech Venture & Acceleration.
With decades of experience in the wealth and wealth tech industry, she has dedicated her career to driving innovative transformation. She's held high-impact roles at renowned firms such as Barclays and BlackRock, where she honed her expertise in strategic growth and operational excellence.
Keynote
Thought Leader
Andree Mohr
President
As the president of Integrated Partners, Andree serves as a driven leader, visionary, and implementor for the organization.
Andree’s mission is to bring simplification to the financial advice industry and create a sustainable path of success for financial advisors, their support staff, management teams, and CPA partners. She skillfully leverages her capabilities to oversee Integrated’s day-to-day operations, drive the firm’s key objectives, and ensure the consistent and healthy growth of our organization.
Paul Saganey
CEO, Founder, Author & Speaker
As the leader of the firm, Paul specializes in advisor practice acquisition, transition, coaching and enhancement. He leverages his extensive background to build a dedicated team ready to champion every step of this process – from an advisor’s first inquiries to an advisor’s preparation for major high net worth client meetings.
Paul collaborates extensively with industry professionals and peers, thereby gaining insights into the economic and regulatory landscape facing the industry.
Host
Visionary
Matt Ackermann
Chief Brand Officer
As Chief Brand Officer, Matt is responsible for enhancing Integrated’s brand identity within the wealth management and CPA space, supporting and enhancing our advisors and CPAs brands and developing projects that are core to Integrated’s mission, vision and values.
He is also the host of the Perfectly Integrated podcast and co-authored the book Center Stage: How to Become the Star of Your Practice.​
