Diversity & Inclusion

XYPN LIVE is more than a conference. It’s where a diverse, vibrant, and forward-thinking Network comes together.From the keynote stage to breakout panels, we intentionally recruit and feature speakers who bring a range of lived experiences, identities, and perspectives.

Historically, about 15% of sessions feature non-white speakers, and 53% feature women speakers.

We’re proud to create space for meaningful conversations led by people who reflect the future of financial planning. By elevating a broad spectrum of voices, we aim to uplift our community, spark new ideas, and allow every attendee to see themselves represented on stage. It’s how we keep pushing the industry forward, together.

In 2017, XY Planning Network introduced our anti-harassment Code of Conduct. It’s a zero-tolerance policy that safeguards against sexual harassment at our conference, strictly prohibiting harassment of any kind. To further cultivate a culture of accountability, our conference app includes a function for reporting inappropriate conduct.

Since its introduction, our conference Code of Conduct has gained national praise, drawing the attention of publications such as WealthManagement.com and ThinkAdvisor for its firm stance against sexual harassment and its strong spirit of inclusivity.

The Policy

We do not tolerate institutional or interpersonal discrimination or harassment in any form—including but not limited to micro-aggressions, racism, xenophobia, sexism, ableism, classism, ageism, weight discrimination, mental health status discrimination, transphobia, and/or homophobia.

Who the Policy Applies to

The Code of Conduct is strictly enforced, applies to all exhibitors, speakers, vendors, sponsors, and attendees, and is without exception. Choosing to join the Network or attend XYPN LIVE evidences your cooperation and agreement with the policy to help ensure a safe and inclusive environment for everybody.

The Purpose

Our anti-harassment Code of Conduct formalized our ever-present commitment to inclusion. This means that XYPN LIVE is a place where individuals can show up as their true authentic selves without the threat of discrimination, sexual harassment, or hostile environments. If an incident occurs, there are procedures in place that will help ensure that individuals who are creating harm or harassment are disciplined or removed.