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.
All speaker decisions will be communicated in June.
Know someone who'd be a great fit? Nominate a speaker here and the XYPN team will reach out to them.
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.
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:
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:
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.
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.
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.
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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 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.
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.
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:
Can’t figure out what type of session to submit? Connect with Kori Lennon, XYPN Director of Advisor Education, at kori@xyplanningnetwork.com.
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.
Applications to speak are due Monday, March 6 at 11:59 PM MT. Speakers will be notified of decisions in early May.
Our sincere gratitude, some serious hype, amplified networking opportunities, and a complimentary pass to XYPN LIVE!
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 community sessions that:
Attendees love content sessions that:
Can’t figure out what type of session to submit? Connect with Kori Lennon, XYPN Director of Advisor Education, at kori@xyplanningnetwork.com.
XYPN is the leading network for fee-for-service financial advisors who want to serve next generation clients by providing comprehensive financial planning services for a monthly subscription fee and without product sales or asset minimums. The Network offers a community for new and established financial advisors who want to serve the next generation. XYPN supports its members by providing compliance support, business tools and templates, and a wide range of technology solutions. Learn more about XYPN >