Shape the Schedule

 

Propose your panel. Pitch your session. Share your roundtable. 

We’re looking for sessions that help XYPN LIVE attendees pursue independence and freedom, to build their success their way. Real people offering real advice, to get advisors from where they are to where they want to be—that's our goal.

Four Content Tracks

Aligned Expertise

We're looking for submissions rooted in real advisory experience to inspire an audience of fee-only financial planners. Whether it's a tactical strategy, real-world experience, a critical conversation for advisors, or a way to bring the community together, we want to hear it.

  • This track explores the strategies, systems, and decisions that shape a strong, sustainable advisory firm, from the technology and processes behind the scenes to finding clients, building a team, growing intentionally, and planning for what comes next.

    Topics may include:

    Operations and Firm Processes, Technology, AI, and Automation, Sales and Business Development, Marketing and Lead Generation, Hiring and People Management, Compliance and Regulation, Cybersecurity, Business Strategy and Growth, Mergers and Partnerships, Niche Development, Succession, Continuity, or Exit Planning

  • This track explores the strategies, processes, and conversations that shape great financial planning, from foundational planning and client relationships to complex planning challenges and new ways of delivering advice.

    Topics may include:

    Planning Processes and Strategies, Client Service and Communication, Behavioral Finance, Tax Planning, Retirement and Income Planning, Investment Planning, Insurance and Risk Management, Estate and Legacy Planning, Equity Compensation and Employee Benefits, Education Planning, AI in Financial Planning and Client Service, or Specialized or Complex Planning

  • This track explores the shared experiences, challenges, and transitions that shape a career in financial planning. It creates space for honest conversations, different perspectives, and lessons learned from others who have navigated similar experiences. These topics may be especially well-suited for interactive sessions and roundtable discussions.

    Topics may include:
    Career Changes and Career Development, Work-Life Balance and Well-Being, Identity, Confidence, and Personal Growth, Navigating Firm Ownership, or Peer Connection and Shared Experiences

  • Not every great LIVE experience happens in a session room. Whether you want to host a meetup, bring a small group together to work through a challenge, organize a supper club, lead an activity, or experiment with a completely different way for attendees to connect, let's make it happen. 

    Topics may include:

    Small-Group Think Tanks Or Working Sessions, Peer Problem-Solving Around A Shared Challenge, Supper Clubs Or Small-Group Dinners, Meetups Around Shared Interests, Identities, Or Experiences, Morning Walks, Runs, Or Wellness Activities, Local Outings Or Group Experiences, Or Something We Haven't Thought Of Yet!

XYPN_icon_Quote
I thought this event was incredible. I loved the vibe and overall energy of the community. It really felt like everyone was there in the spirt to not only learn, but help give guidance to others. Thank you for putting that on!
Todd Pisarczyk | XYPN LIVE 2026 attendee
On how XYPN LIVE is different

Pitch your impact

How attendees learn at LIVE

Session Formats to Choose From

Have an idea that doesn’t fit neatly into one of these? Let’s collaborate to unlock the full potential of your experience.

Content Session

Think of content sessions as a traditional conference talk. You take the stage for a presentation on a financial planning or practice management topic. You'll be asked to select an umbrella topic that's of interest to XYPN members, from a list in the application.

Roundtable

Want to lead a group conversation on a topic that matters? Propose it as a roundtable! Lead the conversation, share your ideas and experiences, ask questions of advisors in a similar spot, and talk about the best practices that will move your firm forward. 

Panel

Panel sessions are a candid conversation that takes place between you and your fellow advisors on stage. Together, you'll share what you’ve learned, what’s working, and what’s next in financial planning or practice management. 

Keynote

Main Stage sessions are the iconic moments of XYPN LIVE. Keynotes take the stage to inspire all attendees to rethink the next 365 in advice and step into the future of advice. 

Personal promotion and sales pitches are welcome in the exhibit hall, but not on the stage—selling from the stage during sessions or community events is prohibited.

Speaker Perks

Frequently Asked Questions

Help Shape the Schedule

Take a break from working IN your business to inspire others to work ON theirs.