Apply to Speak
Should I speak?
Short Answer? Yes!
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.
APPLICATIONS CLOSED FRIDAY MARCH 29, 2024.
The Apply to Speak application is now closed. All speaker decisions will be communicated by the end of May. The full schedule is set to release by June 2024.
Conference Session Types
Find your fit with the four-session types at XYPN LIVE. No matter what session type calls your name, your session will address the unique needs of XYPN members as entrepreneurs and fee-for-service, fiduciary, financial planners.
Content Sessions
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.
Panels
Are you interested in a topic, but don't want to speak on it alone? Recruit 2-3 other panelists to present without taking center stage. You'll share your experiences, answer questions, and help like-minded attendees connect. Submit your panel below.
Roundtables
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.
Nominate
We want to hear from you! Know someone who'd be a great fit? Nominate them to speak. The XYPN team will use the nominations to help build out the XYPN LIVE schedule. Drop the speaker's name and their background—we'll take it from there.
What you can expect as a speaker
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As an XYPN LIVE speaker, you'll receive a complimentary conference pass (if you already purchased your pass, you'll be reimbursed!).
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You'll work closely with the XYPN team to design a high-quality session and receive templates, training, and individualized support for your session.
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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.
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.
Frequently Asked Questions
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Applications to speak are due Friday, March 29 at 11:59 PM MT. Speakers will be notified of decisions in May 2024.
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Team XYPN and a committee of XYPN members will review each submission, and 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.
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Attendees love 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.
- Invite audience participation in polls or discussions.
- Include a minimum of 10 minutes of Q&A.
- Qualify for CFP® Continuing Education.
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Our sincere gratitude, promotional opportunities, amplified networking, some serious hype, and a complimentary pass to XYPN LIVE!
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By speaking at XYPN LIVE, you give XYPN rights to its usage. Content sessions and panels will be recorded and made available through XYPN Academy. Please note, roundtables won't be recorded due to the nature of the session.
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Can't find the answer to your question? Or can’t figure out what type of session to submit? Reach out to us at membership@xyplanningnetwork.com.
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