Annual Meeting
Main Platform & Special Sessions
- Inspirational stories and industry content delivered by featured thought leaders and nonmember speakers covering topics relevant to financial services, such as sales strategies, business practices and work-life balance.
MDRT Speaks
- Fast-paced presentations by MDRT member speakers sharing innovative and creative business concepts on the Main Platform stage.
Focus Sessions
- Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
- In-depth 60-minute breakout sessions
- Audience: 500-3,000 attendees
ConneXion Zone
- Only MDRT members are eligible to speak
- Shorter 20-minute sessions
- Expo style experience with concurrent in-language sessions happening in multiple speaking zones, most without visual presentations
- Audience: 50-200 attendees
Global Conference
Main Platform & Special Sessions
- Inspirational stories and industry content delivered by featured thought leaders and nonmember speakers covering topics relevant to financial services, such as sales strategies, business practices and work-life balance.
MDRT Speaks
- Fast-paced presentations by MDRT member speakers sharing innovative and creative business concepts on the Main Platform stage.
Focus Sessions
- Member and nonmember industry experts and thought leaders share knowledge in a variety of categories, including protection products, wealth management, retirement strategies, marketing, prospecting, business processes, staffing, technology, fees and work-life balance.
- In-depth 60-minute breakout sessions
- Audience: 500-3,000 attendees
Top of the Table Meeting
Main Platform
- Inspirational stories and industry content delivered by featured thought leaders and nonmember speakers covering topics relevant to financial services, such as sales strategies, business practices, motivation, innovation, inspiration, economic overviews, technology and work-life balance.
TOT Speaks/Focus Session
- Fast-paced presentations by MDRT Top of the Table member speakers sharing innovative and creative business concepts on the Main Platform stage.
Focus Sessions
- These 45-minute sessions are more technical in nature and offer educational content to help you stay on top of your game, professionally and personally.
- Focus Sessions encompass different presentation formats to keep you engaged. The Member Spotlight offers two Top of the Table members who share their insights in fast-paced, friendly debate style format. While Deeper Dive sessions deliver bonus content from the outstanding Main Platform speakers.
EDGE
Anchor Sessions
- 30-45 minute presentations from non-member experts designed to stimulate conversation about personal and professional growth
Workshops
- Extended 45 minute sessions that take a “deep-dive” into specific issues and challenges members face in financial services practice on a daily basis
- Most sessions are presented twice
- Both member and non-member speakers
Member Quick Hits
- 5-7 minute talks from US and Canadian member speakers on specific business-related topics and tasks
Call for Proposals
Meeting
Dates
Location
Speaking Opportunities
Open Call
Annual Meeting
June 22-25, 2025
Miami Beach, Florida
Main Platform & Special Sessions
Open
ConneXion Zone
Closed
Speaking Opportunities
ConneXion Zone
Open Call
Closed
Focus Sessions
Closed
Speaking Opportunities
Focus Sessions
Open Call
Closed
MDRT Speaks
Open
Annual Meeting
Dates
Dates
Location
Location
Main Platform & Special Sessions
Open
ConneXion Zone
Closed
Speaking Opportunities
ConneXion Zone
Open Call
Closed
Focus Sessions
Closed
Speaking Opportunities
Focus Sessions
Open Call
Closed
MDRT Speaks
Open
Global Conference
August 24-27, 2025
Macau, China
Main Platform & Special Sessions
Open
MDRT Speaks
Open
Focus Session
Open
Global Conference
Dates
Dates
Location
Location
Main Platform & Special Sessions
Open
MDRT Speaks
Open
Focus Session
Open
Top of the Table
October 22-25, 2025
Scottsdale, Arizona
Open
Member speaker proposals
Anticipated open call – fall of 2024
Speaking Opportunities
Member speaker proposals
Open Call
Anticipated open call – fall of 2024
Open
Top of the Table
Dates
Dates
Location
Location
Open
Member speaker proposals
Anticipated open call – fall of 2024
Speaking Opportunities
Member speaker proposals
Open Call
Anticipated open call – fall of 2024
Open
EDGE
November 10-12, 2025
Austin, Texas
Open
Member speaker proposals
Anticipated open call – end of 2024
Speaking Opportunities
Member speaker proposals
Open Call
Anticipated open call – end of 2024
Open
EDGE
Dates
Dates
Location
Location
Open
Member speaker proposals
Anticipated open call – end of 2024
Speaking Opportunities
Member speaker proposals
Open Call
Anticipated open call – end of 2024
Open