2024 MDRT EDGE Member Speaker Proposal Form

How to Submit an MDRT EDGE Speaker Proposal

Step 1: Read through and check off all the MDRT EDGE Member Speaker Requirements and Expectations below.

Step 2: Complete and submit the 2024 MDRT EDGE Presentation Proposal online form. Please note there are questions where an answer is required; only completed forms will be considered for presentation.

It is recommended that you print the online form before submitting it via the Survey Monkey portal. The online form does not allow users to save drafts to finish at a later time.

Please submit your proposal by Wednesday, February 28, 2024 in order to be considered for the 2024 EDGE. If you have questions or problems submitting the proposal online contact kprzybytek@mdrt.org. Proposals will be reviewed and speakers will be selected by the EDGE Program Development Committee. Selected speakers will be notified via email by the end of May.

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* 1. MDRT EDGE Member Speaker Requirements and Expectations

My presentation will comply with all applicable industry regulations

I agree not to promote my company, products or services during the session, in presentation materials or in the session area

I will permit MDRT to use printed versions of my presentation in MDRT publications and products

I will permit MDRT to video and audio record my presentation, which may be sold to MDRT members and used by MDRT on its websites, products and publications

I understand I will receive no fee or honorarium for my presentation

I will qualify for and become an MDRT member in 2024

I will register for the 2024 MDRT EDGE Meeting at my own expense and pay all my own travel expenses (airfare, hotel, meals and ground transportation)

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* 2. Contact Information

First Name

Last Name

Middle Initial

Designation(s)

Country

Member ID

Phone Number

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* 3. Topic Area:

Advising Clients (client management processes, tax & estate planning, collaboration and connecting with COI to meet client needs, international & cross-border planning, multigenerational wealth planning, beneficiary acquisition and wealth transfer, dealing with conflict and/or difficult client situations, etc.)

Marketing (ways to attract desirable clients, web/digital branding, rebranding processes, prospecting and referrals, developing and implementing vision for marketable business, etc.)

Practice Management (business planning concepts, culture development, staff acquisition and retention, establishing trajectory for new hires to grow, leveraging talents and strengths on your team, managing cash flow and establishing recurrent revenue, acquiring/merging with other businesses, how Fintech is changing, leveraging AI to streamline processes, etc.)

Whole Person (personal growth and development, work/life balance, prioritizing self-care, mental wellness for self and staff, etc.)

Other (please specify)

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* 4. What is the ideal duration for your presentation? (check all that apply)

5-10 minutes

15-20 minutes

30-45 minutes

I can adapt this content to fit any time frame.

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* 5. Title of Proposed Session (please note, if your proposal is selected, the title may be edited for clarity and/or promotional purposes)

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* 6. Description of Proposed Session (please provide a description of the presentation you would give in at least four to six sentences. Be as specific as possible. Include at least one transferable idea included in your presentation)

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* 7. List two to three main Learning Outcomes of the Proposed Session (knowledge, takeaways, etc. attendees will gain)

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* 8. Please list any additional presentation topics you would be interested in being considered for (to ensure coverage in all topic areas in the program, you may be asked to submit more session information and learning outcomes).

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* 9. Please provide a brief speaker profile biography to be featured on the MDRT event website to promote your session (minimum 2 sentences)

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* 10. Would you be willing to repeat your session so that you present the same session two times during the EDGE meeting?

Yes

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* 11. The content of this presentation will appeal to:

U.S. Members

Canada Members

MDRT Members for five years or less

MDRT Members more than five years

MDRT COT level members

MDRT TOT level members

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* 12. Share a link to a sample video. Ideally, this should be a video of you presenting on a similar topic. If you do not have a good example, you may record a brief intro video (two minutes or less) introducing yourself and summarizing the intended content of your presentation.

All proposals must be submitted by Wednesday, February 28, 2024 in order to be considered for EDGE. If you have questions or problems submitting the proposal online contact kprzybytek@mdrt.org. Proposals will be reviewed and speakers will be selected by the EDGE Program Development Committee. Selected speakers will be notified via email by the end of May.

Thank you for taking the time to complete a presentation proposal for MDRT EDGE.