• #XYPNLIVE moderated panel
  • #XYPNLIVE audience
  • #XYPNLIVE sole presenter
  • #XYPNLIVE audience engagement
  • #XYPNLIVE panel discussion

At XY Planning Network, we're diligent about curating the most relevant content for our national conference each year. Through careful planning and extensive vetting, we aim to continue our 95% overall satisfaction rating among attendees. 

Do you have a valuable message for independent fee-only financial advisors? We want to hear about it.

We are no longer accepting speaker proposals for #XYPNLIVE 2019.  


  • Sole presenter of a 50-minute session
  • Panel moderator
  • Panelist


  • Presenters, moderators, and panelists will be selected among industry leaders, XY Planning Network members, and XYPN internal subject matter experts.
  • Sponsors and vendors may submit proposals, but sponsorship does not include a presentation slot in our conference agenda; XYPN does not accept compensation in any form in exchange for speaking opportunities. 
  • Content of presentations will fit into one of the following categories: Sales/Marketing, Financial Planning, Investment Solutions, Practice Management, or Operations/Compliance.
  • The audience for the presentation must be one of the following: advisors launching, advisors focused on growth, firm owners building an enterprise firm, firm owners building a lifestyle firm, or a support/service advisor.
  • Sole presenters, panelists and moderators must attend a virtual planning session in March; moderators & panelists must meet for a practice session within seven days before the conference.
  • Sole presenters must submit outlines and slides for approval by deadlines.

2019 Selection Process

  1. Submit your proposal via our form by February 22
  2. First-round selection by XYPN's Department of Advisor Success completed by March 1
  3. Second round of approval by XYPN's leadership team completed by March 8
  4. All speakers will be notified by March 15, 2019
  5. Speakers will attend a virtual planning session on March 20
  6. Outline of presentations and panels are due by May 31
  7. Slides for sole presentations are due for review by August 2
  8. Moderators and panelists meet after September 1, 2019, either in person or virtually

Dates subject to change

In Gratitude

Presenters, panelists, and moderators will each receive a complimentary pass for #XYPNLIVE 2019. If you have already purchased a pass, XY Planning Network will refund the purchase amount.