2026 Annual Meeting - Open Call Presentation Proposal Form

How to submit a Presentation Proposal

Step 1 Read the Program Overview and Video Submission Instructions below.
Step 2 Record your 5-minute proposal video. This video proposal should be a verbal explanation of what you plan to present, including some of the specific takeaways for members. Upload the video to the cloud platform of your choice. Remember to make the video "public" or "viewable" and leave it on the cloud platform after submitting your link into the form. You will need a copy of the link only to include in this proposal form.
Step 3 Complete and submit this proposal form. If you have multiple topics you would like to propose, please complete separate forms for each individual proposal

Proposals will be reviewed and speakers will be selected by the 2026 MDRT member program committee.

ConneXion Zone Overview

MDRT, MDRT Center or MDRT Academy members are eligible to speak. These are 20-minute concurrent in-language sessions without visual presentations.

Focus Sessions Overview
Features both member and non-member speakers for in-depth knowledge-sharing. Session lengths are generally 60 minutes.

MDRT Speaks/Members on Main Platform Overview

Short (3-8 minutes), fast-paced presentations by MDRT member speakers sharing innovative and creative business concepts on the Main Platform stage.

MDRT Center for Field Leadership

Open to MDRT Center members and non-member speakers. These 60-minute sessions are designed to empower field leaders who manage teams.

Video submission instructions CLICK HERE FOR SAMPLE
Record a 5-minute video and upload it to your preferred cloud platform (YouTube, DropBox, Google, etc.). Please record a new video rather than submitting a video from previous speaking engagements.

In your video please:

Introduce yourself with your name and location.
Share the title of your proposed presentation and with which content track it best aligns.
Give a summary of your proposed presentation, highlighting the primary takeaways for members (remember to be specific).
If appropriate for the Session Type you are submitting for - describe how you intend to engage attendees during your presentation (e.g. self-reflection, discussion time, journaling, etc.)

Question Title

* 1. Select the Session Type(s) you feel your presentation best fits.

ConneXion Zone

Focus Session

MDRT Speaks/Members on Main Platform

MDRT Center for Field Leadership (*Must be a MEMBER of MDRT CENTER to speak)

Question Title

* 2. Which of the main content tracks below does your presentation primarily address?

Advising Clients: The application of products and planning to minimize risk and increase clients’ assets for the future. Insurance solutions, Financial planning, Retirement planning, Fact-finding, Wealth management

Practice Management: Best practices for hiring and managing staff, case management, servicing, record keeping and other activities associated with business operations. Staffing, Business processes, Client service, Study groups, Regulatory compliance, Time management, Charging fees, Technology, Coaching, Business planning and continuity

Marketing: Processes and activities that promote professionals, products and services for specific markets. Prospecting, Referrals, Branding, Centers of influence, Communication techniques, Objections, Target marketing, Social media

Whole Person: The elements that, when in balance, enable financial services professionals to lead a full and enriching life. Balanced living, Health & Wellness, Motivation

MDRT Center for Field Leadership: Building a team, team management, field leader personal growth, general leadership

Question Title

* 3. Membership status

I am an MDRT Member

I am a Member of the MDRT Center for Field Leadership

I am a Member of both MDRT and MDRT Center for Field Leadership

I am NOT a Member