Short answer? Yes! We’re looking for presentations that help #XYPNLIVE attendees re:define financial planning and re:imagine what it means to build a thriving financial planning business.
For the first time ever, #XYPNLIVE speakers will be invited to an exclusive VIP event with none other than Michael Kitces himself, plus a super secret mystery guest (hint: it’s not Alan Moore). This is an insta-worthy opportunity to connect with two of the biggest and brightest minds—and names—in the business.
Submit your speaker application by April 4 to get VIP access.
Decisions will be communicated in June.
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.
Lead or propose a conversation on a topic you care about with your peers. Lead a roundtable, panel, or peer networking event.
Basic demographic info for all speakers or panelists:
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:
Authentic speakers are the heart of #XYPNLIVE. Share what makes you well-suited to speak on or lead a conversation on this topic.
Optional: Have materials to support this? We’d love to review.
Community sessions provide a new opportunity for you to start conversations you care about. You'll
outline a few questions, share a resource or two, and facilitate a conversation about the topic.
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.
Host an informal networking session to connect with others.
You'll submit the networking topic or group you're interested in bringing together.
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.
Familiarize yourself with the content tracks and content levels. Think about which track your session will fit into and at what level.
Gather the materials for your application. Each submission will need to include the following: title, description, 3 primary takeaways for attendees, content track & content level, speaker name(s). We also encourage you to include any interactive elements planned.
Boom! That's it. Submit your application by Friday, April 23.
As an #XYPNLIVE speaker, you'll receive a complimentary conference pass, and if you already purchased your pass, you will be reimbursed.
Your session will be recorded and made available through the #XYPNLIVE event platform, and by speaking at #XYPNLIVE, you give XYPN rights to its usage.
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 on the timeline outlined below, 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.
After you're selected, what are the dates and deadlines? Here's what to expect.
You'll be notified in early May. Once selected, speakers receive access to professional development materials, including an online course and templates
You'll complete the online course and submit a written outline by July 1. This will include final title and description and an outline of your session content.
Using the template provided by XYPN, you'll complete your slide deck. In late August and early September, you'll be able to meet with the XYPN team for feedback.
What a world we live in! Just in case something goes wrong, COVID-19 related or otherwise, you'll rehearse your full session and submit a recording to the XYPN team.
Applications to speak are due Monday, April 4 at 11:59 PM MT. Speakers will be notified of decisions in early May.
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.
Attendees love content sessions that:
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.
Our sincere gratitude, some serious hype, amplified networking opportunities, and a complimentary pass to #XYPNLIVE!
Attendees love community sessions that: