Apply to Speak

XYPNLIVE Keynote Attendees

Should I Speak?

Short answer? Yes! We’re looking for presentations 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.

Deadline: Monday, March 6, 2023 at 11:59 PM MT.

The Apply to Speak application is now closed. All speaker decisions will be communicated in April. 


What kind of conference session can you submit?

You've got options!


#XYPNLIVE 2022 Image

1. Focus On Content

Share your expertise on a practice management or financial planning topic in a one hour presentation. Check out the topics in the Content Sessions section.


2. Create Community

Lead or propose a conversation on a topic you care about with your peers. Lead a roundtable, panel, or peer networking event.

What's in the Application?

A quality application is your key to getting selected—be prepared to submit the following items.


Basic demographic info for all speakers or panelists, including:

    • Full name
    • Email address
    • Phone number
    • Any designations
    • Virtual/in-person

SESSION type & Info

Is it a content session or a community session? For content sessions, is your topic related to financial planning or practice management? For community sessions, is it a roundtable, panel, or networking event?

Basic session info, including:

    • Proposed Title
    • Description
    • 3 learning objectives
    • 1 action attendees will walk away and do
    • Target audience or content complexity

Speaker Qualifications

Authentic speakers are the heart of XYPN LIVE. Share what makes you well-suited to speak on or lead a conversation on this topic. Have materials to support this? We’d love to review.

Session Type 1: Community

Start conversation that matters—to you and the industry

Community sessions provide the opportunity to start a conversation you care about. You'll outline a few questions, share a resource or two, and facilitate a conversation about the topic with your fellow attendees.


XYPNLIVE Speaker Jason Howell

Round Table

Want to lead a conversation on a topic? Propose it as a roundtable! You'll submit the topic, and why you think the conversation matters.



Are you interested in a topic, but don't want to speak on it alone? Recruit 2-3 other panelists to share the stage. You'll submit the topic and fellow panelists.

_MG_1799 (2)


Host an informal networking session to connect with others. You'll submit the networking topic or group you're interested in bringing together.

Session Type 2: Content

Polish that soapboax—it's time to take the stage

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 the list below, that best matches your proposed topic.

REAL Financial Planning

  •  Planning and Process Essentials
  •  Client Service and Communication
  •  Behavioral Finance and Financial Psychology
  •  Insurance
  •  Education
  •  Investments
  •  Taxes
  •  Retirement
  •  Risk Management and Insurance
  •  Estate Planning

Practice Management

  •  Operations, Process, and Automation
  •  Sales and Business Development
  •  Marketing and Lead Generation
  •  Human Resources and People Management
  •  Compliance and Regulation
  •  Technology and Cybersecurity
  •  Goals, Strategy, and Growth
  •  Time Management, Balance, and Well-being
  •  Merging and Partnering
  •  Niche Development
  •  Succession, Continuity, and Exit Planning

What can you expect?

As an XYPN LIVE speaker, you'll receive a complimentary conference pass (if you already purchased your pass, you will be reimbursed!).

You'll work closely with the XYPN Advisor Education team to design a high-quality presentation or community event and you'll receive templates, training, and individualized support for your session. Your session will address the unique needs of XYPN members as entrepreneurs and fee-for-service, fiduciary, financial planners. 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.

You'll create your presentation and communicate about any changes, updates, or unique needs as soon as they arise.

Lastly, you'll make a huge impact! Your expertise and insight will be part of a conference buzzing with energy and excitement, and you'll walk away with new connections and enthusiastic fans.

Your session will be recorded and made available through the XYPN LIVE event platform, and by speaking at XYPN LIVE, you give XYPN rights to its usage.

Know someone who'd be a great fit? Nominate a speaker here and the XYPN team will reach out to them. 



Frequently Asked Questions

How do I apply?

You can apply to speak here.
Know someone who would make a great speaker? Nominate them here.

What type of support will I receive?

For content sessions, you’ll receive a slide template, an online training to build presentation skills, and access to individualized support.

For community sessions, you’ll receive a template for your session outline (roundtable, panel, networking event), an online training to build facilitation skills, and access to individualized support.

When are applications to speak due?

Applications to speak are due Monday, March 6 at 11:59 PM MT. Speakers will be notified of decisions in early May.

Do I get anything for presenting?

Our sincere gratitude, some serious hype, amplified networking opportunities, and a complimentary pass to XYPN LIVE!

How are speakers selected?

Our team of expert coaches and a committee of XYPN members will review each submission, and will select proposals based on the relevance to XYPN members, the quality of the proposed content, the qualifications of the speaker, and the caliber of the proposal itself.

What makes a quality content session?

Attendees love community sessions that:

  • Connect them with peers encountering similar challenges or serving similar clients. 
  • Provide specific best practices, resources, or key takeaways.
  • Focus on case studies, problems, or concrete examples.
  • Encourage attendees to share best practices and lessons learned from lived entrepreneurial experience.

What makes a quality content session?

Attendees love content sessions that:

  • Move beyond a basic introduction to a topic.
  • Outline specific action items and key takeaways.
  • Provide case studies, concrete examples, and demonstrations.
  • Share best practices and lessons learned from lived entrepreneurial experience.
  • Qualify for CFP® Continuing Education. Invite audience participation in polls or discussions.
  • Include a minimum of 10 minutes of Q&A.

I’m not sure what type of session to submit. Who can help?

Can’t figure out what type of session to submit? Connect with Kori Lennon, XYPN Director of Advisor Education, at