2025 Top of the Table Annual Meeting

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000
DAYS to go
October 22–25, 2025
DURATION: 4 DAYS
Scottsdale, Arizona, USA
The Phoenician Resort

Engage with a community fueled by success

Join the best and the brightest at the 2025 Top of the Table Annual Meeting, October 22–25.

Immerse yourself in an environment of excellence as you spark conversations, ignite ideas and build lasting bonds with peers who value your success.

  • Hear from captivating speakers who inspire.
  • Network with like-minded professionals from all over the world to gain fresh perspectives that fuel innovation.
  • Take your skills to the next level as you immerse yourself in sessions designed to empower your personal and professional growth.
  •  Lock in best practices to bring back to your workplace so you and your business thrive.
Become an MDRT member now

Learn

Gain insights from past meetings and learn how to apply them to grow your business today. Log in to  to access personalized information and content.

Connect

Be part of a community of global financial professionals by attending MDRT meetings and events, accessing the Member Directory, joining the MDRT Mentoring Program and engaging as a volunteer. Learn more at .

Explore

Get ready for the 2025 Top of the Table Annual Meeting in a place that offers 330 days of clear skies and warm weather — Scottsdale, Arizona, USA. Explore, discover and enjoy all the incredible adventures this city has waiting for you. Start planning now for this special event, October 22–25, 2025.

Schedule

WEDNESDAY,
OCTOBER 22, 2025
THURSDAY,
OCTOBER 23, 2025
FRIDAY,
OCTOBER 24, 2025
SATURDAY,
OCTOBER 25, 2025

WEDNESDAY, OCTOBER 22, 2025

6:45 a.m.  - 2:30 p.m.
Golf Tournament

(Optional, at an additional cost)

7 – 8 a.m.
5K Run/Walk

(Advance registration required)

10:45 a.m. - 2:15 p.m.
Old Town Scottsdale Walking Food Tour

(Optional, at an additional cost)

1 – 6:30 p.m.
Registration/MDRT Member Benefits & Foundation Booths Open
1 – 6:30 p.m.
RESTAURANT RESERVATIONS OPEN
6 – 7 p.m.
FIRST-TIME EXPERIENCE

(Closed event, by invitation only)

7 – 10 p.m.
WELCOME EVENT

THURSDAY, OCTOBER 23, 2025

7 a.m. – 5 p.m.
Registration/MDRT Member Benefits & Foundation Booths Open
7 – 8:15 a.m.
NETWORKING BREAKFAST
8:30 a.m. – 12 p.m.
MAIN PLATFORM

Brian Joseph Haney, CFS, CLTC

The 4 secrets of digital marketing success

Matt Donaghue, CFP, CLU

Panel discussion: Building a business of value

Gregory K. Large, CLU, ChFC

Panel discussion: Building a business of value

Juli Y. McNeely, CFP, CLU

Panel discussion: Building a business of value

Alison J. Flaum, ChFC, CLU

Deep dive in staying sane

Lee Min Shing

1 day or day 1: DCA your way to success

Joshua Ketchie, CPA, CFP

Thriving in a virtual environment

Jason L. Smith

Strategic succession: Building career path and compensation models for an ensemble firm

Stacey Hanke

Beyond influence: Mastering executive presence and connection

Ben Nemtin

Stacey Hanke

Influence elevated: Maximizing your connection Monday to Monday

10 – 10:30 a.m.
COFFEE BREAK
10 a.m. – 5 p.m.
RESTAURANT RESERVATIONS OPEN
12 – 1:15 p.m.
NETWORKING LUNCH
1:15 – 2 p.m.
AFTERNOON SESSIONS
More Information to come
1:15 – 3:15 p.m.
GUEST SESSION

(Registration on-site)

2 – 2:30 p.m.
COFFEE BREAK
2:30 – 3:15 p.m.
AFTERNOON SESSIONS
More Information to come
3:30 – 4:30 p.m.
THE DAILY DEBRIEF
OPEN EVENING FOR DINNER
8:30 – 10 p.m.
SWEET AND GREET

FRIDAY, OCTOBER 24, 2025

7 a.m. – 5 p.m.
Registration/MDRT Member Benefits Booth Open
7 – 8:15 a.m.
NETWORKING BREAKFAST
7:30 – 8:15 a.m.
MDRT FOUNDATION INNER CIRCLE SOCIETY BREAKFAST

(Invitation only)

8:30 a.m. – 5 p.m.
MDRT FOUNDATION BOOTH OPEN
8:30 a.m. – 12 p.m.
MAIN PLATFORM

Ellis N. Liddell, BS

Paying it forward through internship, mentorship and scholarship

David Pritchard DipPFS

Panel discussion: Succession and acquisitions

D. Kyle Atkins CLU CFP

Panel discussion: Succession and acquisitions

Darren Patrick Ryan CFP CLU

Panel discussion: Succession and acquisitions

Francis J. Ryan, CEBS, CFP,

Panel discussion: Succession and acquisitions

Darrell Wade

Panel discussion: Succession and acquisitions

Kathleen R. Benjamin, CFP, CPA

Process, process, process

Eric David Brotman, CFP, AEP

Planning for the future: Essential succession strategies for financial advisors

Thomas Chan, BSc

Secrets to sustaining Top of the Table success with zero prospecting

Karl Hartey

Deeper Dive: Unleashing AI: From bathroom ideas to business breakthroughs

Cameron Herold

Unleash the power of a COO (Second in Command)

Stef Reid

Ryan Stramrood

Cameron Herold

2 ladders: How growing your people grows your company

10 – 10:30 a.m.
COFFEE BREAK
12 – 1:15 p.m.
Networking Lunch
1:15– 2 p.m.
AFTERNOON SESSIONS
More Information to come
1:15– 2 p.m.
GUEST SESSION

(Registration on-site)

2 – 2:30 p.m.
COFFEE BREAK
2:30 – 3:15 p.m.
AFTERNOON SESSIONS
More Information to come
3:30 – 4:30 p.m.
THE DAILY DEBRIEF
6:30 – 10:30 p.m.
RECEPTION AND DINNER DANCE

SATURDAY, OCTOBER 25, 2025

7:30 a.m. – 12 p.m.
Registration/MDRT Member Benefits & Foundation Booth Open
7:30 – 8:45 a.m.
NETWORKING BREAKFAST
9 a.m. – 12 p.m.
MAIN PLATFORM

Vernice Armour

Peter Baines

Charity Partner Check Presentation

Amanda Stevens

Scott Bloom

Emcee

10:30 – 11 a.m.
COFFEE BREAK
12 p.m.
MEETING ADJOURNED
Schedule is subject to change.
View All Program information

Registration

Advance Registration

July 22 – September 8, 2025
USD
1,250

Guest Registration Fee

USD
625
  • Mark your calendars
  • Fee includes all sessions, programs, networking events and designated meal functions.  
  • Be sure to register for guest events on-site at the registration counter.
  • Registration will be open until the meeting sells out, at which time a registration wait list will become available and addressed on a first-come first serve basis.
View All Registration information
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