Let us break it down

Schedule Guide

Main Stage events take place on the main stage and include our keynote speakers and time for XYPN's leadership team to give you an update and keep you informed about what’s going on at XYPN. 

Workshops are brand new this year and were added directly based on member feedback. They are 90-minute deep-dive sessions on a specific topic and allow attendees to walk away with actionable items ready to implement when they get back to the office. 

Content Sessions take place on Thursday and Saturday. The schedule breaks down the content sessions by financial planning, practice management, or niche. Filter by each to see the session topics under each category. 

Roundtables allow attendees to connect with a smaller group of advisors to discuss topics that will help reimagine their firm and reinvent the industry. This is your chance to share your ideas and experiences, ask questions of advisors in a similar situation, and discuss the best practices that will move your firm forward.

Community events are all about networking with advisors who are just like you. From receptions to meals to health and wellness, there’s a little something for everyone, no matter how you like to network. If you don’t see something you’re interested in or feel a topic is missing, you can use our Meet-Ups feature in our mobile app to create your own and get a small group together wherever you’d like. 

Exhibit Hall is all about our events on Exhibit Hall Day. We dedicate an entire day to our Exhibit Hall on Friday, September 26th, so you have plenty of time to get to all of the booths and exhibitors you’ve been dying to chat with all year. Don’t miss out on our Tech Showcase, AdviceTech Competition, and Solutions Content Sessions going on on the Expo stage.

Meals You can plan for a provided breakfast and lunch on both Friday, September 26th, and Saturday, September 27th, as well as a dinner on Saturday, September 27th. 

Pre-Cons are additional training opportunities that take place ahead of XYPN LIVE at our venue. All pre-cons are in addition to the main conference, priced separately, and run by third-party industry professionals. *These events require a separate registration and fee. 

*Session RSVPs will open at the end of June when the mobile app is released; passholders will receive more information upon release. 

Wondering when to book travel?

Fly in the evening of Wednesday, September 24, or the morning of Thursday, September 25, to join us in kicking off XYPN LIVE in the early afternoon.

We'll close things out on Saturday, September 27, with a big celebration at our closing party.

mobile app

Passholders gain access to the XYPN LIVE conference app in the summer of 2025, where you can RSVP for sessions, connect with other attendees, and submit questions to speakers ahead of the conference. 

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