Apply to speak at #XYPNLIVE 2021

Share your experiences and expertise with the community

Calling all chatterboxes!

Share your experience and expertise with an engaged audience of advisors like none other. Here are just a few of the reasons to drop what you’re doing and apply to speak at #XYPNLIVE 2021 before it’s too late.

Know someone who would be an engaging breakout session presenter or a dynamic keynote? Tell us who you'd like to see present at #XYPNLIVE 2021!

#XYPNLIVE2021_Apply to Speak

Got credibility?

We already know you do, but more is more. This is an invaluable opportunity to further establish yourself as an industry expert by speaking in front of an engaged audience of professionals, enthusiastic about taking in your session. 

Attendees will head back out into the world gushing about your takeaways long after your session is over, and as an advisor, you know better than most that word of mouth is EVERYTHING.



Get your headshot ready

You’re going to look fantastic on our speaker page. Soak up the publicity as we leverage our audience to promote your session (read: you!) in the months leading up to the event. 

Check out our speaker page from #XYPNLIVE(ish) 2020 to preview your spotlight. 



Put your wallet away

As a thanks for being your awesome, knowledgeable self, all speakers receive a complimentary pass to #XYPNLIVE 2021.

If you’ve already purchased your pass, don’t think we’ll leave you hanging! We’ll refund you for your pass in the very exciting event your session is selected.  



Bring extra business cards

You’re going to need them. As a speaker, you’ll enjoy heightened levels of exposure and recognition throughout this one-of-a-kind event.

Our diverse attendees include professionals at all stages in their careers along with business sponsors and exhibitors so get ready to network!


Content tracks

Content sessions will be categorized into the following five (5) content tracks to help attendees identify which sessions fit their needs and objectives.

  • Marketing & Sales
  • Compliance & Operations
  • Financial Planning
  • Practice Management
  • Investment Solutions

Content levels

Our diverse attendees will be at different stages in their firm's journey—from just starting out to expanding their team. 

  • Preparing - firms registering or waiting for approval
  • Implementing - firms focused on launching or refining
  • Building - firms growing their client base 
  • Scaling - firms looking to expand their individual capacity

Submitting your session application couldn't be easier!

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. 




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Give the people what they want

Our attendees want to learn how to best build, grow, and scale their financial planning firms. They want to hear what sales and marketing tactics will connect them with the right clients. They want the tools and processes to help them run their best firm while staying compliant. And they want actionable advice presented in an interactive and engaging environment.

That's why each content session submission is required to include three key takeaways for session attendees. 



Frequently Asked Questions


What is the deadline to submit?

The deadline for all tracks is Friday, April 23, 2021. 

When will I know if my submission has been accepted?

We'll begin contacting applicants in May. All applicants will be notified by June.

Do I get anything for presenting?

Our sincere gratitude, some serious hype, amplified networking opportunities, and a complimentary pass to #XYPNLIVE 2021!

What if I already purchased my pass?

If you already purchased your pass for #XYPNLIVE 2021, we'll gladly refund you for your pass if your session is selected.

Can I submit more than one session?

Yes—we'll happily receive all of your session proposals! We only ask you do not submit the same proposal for multiple content tracks. 

Can I submit a proposal as a panel?

Yes—the more the merrier! Please include the name for each speaker or panelist on your submission. Only those listed on the submission will be able to present if your session is selected. 

What information needs to be included in my submission?

Each submission must include the following to be considered:

  • Session title (15 words or less)
  • Session description (100-150 words)
  • 3 primary takeaways for attendees
  • Interactive elements (optional, but encouraged)
  • Content track
  • Content level
  • Speaker name(s)
  • Speaker(s) background

Only speakers who are included on the session submission will be able to present if your session is selected.

Do you need any additional information if my session is accepted?

Yes, once you've received word that your session has been selected (yay!), you'll have 48 hours to submit the following required speaker information. Please note, if your session has multiple speakers or panelists, each presenter will need to submit this information by the deadline:

  • Speaker's bio (120 words; written in third-person)
  • Speaker's company
  • Speaker's title
  • Speaker's headshot (200 pixels by 200 pixels, png or jpg)
  • Signed speaker agreement
  • Speaker's Twitter handle (optional)