Apply to Speak at #XYPNLIVE 2021

Share your experiences and expertise with the community

Session submissions for #XYPNLIVE 2021 are now open!


Follow this 3-step process to submit your session for consideration:

  1. Familiarize yourself with the content tracks and content levels listed in the next section. Think about which track your session will fit into and at what level.
  2. 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.
  3. Submit your application by the applicable deadline. Each content track has a separate submission deadline. 

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

What our attendees want in a session.

XYPNLIVE Attendees

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 to submit your session proposal depends on the content track for which your submitting.

Deadlines by content track are:

  • Marketing & Sales: February 5, 2021
  • Compliance & Operations: March 5, 2021
  • Financial Planning: April 2, 2021
  • Practice Management: May 7, 2021
  • Investment Solutions: June 4, 2021

When will I know if my submission has been accepted?

Speakers will be notified two weeks after the close of submissions. Speakers will have 48 hours from notification to sign and return the speaker agreement and submit the required speaker information.

Notification dates by content track are:

  • Marketing & Sales: February 19, 2021
  • Compliance & Operations: March 19, 2021
  • Financial Planning: April 23, 2021
  • Practice Management: May 21, 2021
  • Investment Solutions: June 18, 2021

Do I get anything for presenting?

Our sincere gratitude and a complimentary pass to #XYPNLIVE 2021.

What do I do if I've already purchased my pass?

If you've already purchased your pass for #XYPNLIVE 2021, we will be happy to refund you for your pass should your session be selected.

Can I submit more than one session?

Yes—we are excited to 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 with multiple speakers or 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 allowed 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 allowed to present if your session is selected.

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

Yes, you will have 48 hours after the notification of your session's acceptance to submit the following required speaker information. Please note, if your session has multiple speakers or panelist, 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)