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2022 Top of the Table Annual Meeting
October 19–22, 2022
Santa Barbara, California, USA
000
DAYS to go
October  19–22, 2022
DURATION: 4 DAYS
Santa Barbara, California
THE RITZ-CARLTON BACARA
50 SPEAKERS
3 Days of Main Platform 20 focus sessions over two days

2021 MDRT Annual Meeting Virtual Event

The 2021 MDRT Annual Meeting Virtual Event is the ultimate resource for leading financial services professionals to network, learn and enhance their businesses. It is where expertise, trends and tools come to life in a unique and exciting virtual experience to create more connections, strengthen your relationships and inspire you to nurture and expand your business. 

Virtual Event Tutorial Video
Registration is closed

Thank you for your interest in the 2022 Top of the Table Annual Meeting. Registration is now closed. Mark your calendars for next year’s Top of the Table celebration, October 11-14, 2023, in Naples, Florida, USA!
2023 Top of the Table Annual Meeting
Call for Speakers


Instructions to submit a successful speaker proposal

Schedule at a Glance

WEDNESDAY,  OCTOBER 19

6:30 a.m. – 1:30pm
7:15 a.m. – 9:00 a.m.
10:00 a.m. - 1:15 p.m.
10:00 a.m. - 1:00 p.m.
1:00 p.m. – 6:00 p.m.
6:00 p.m. – 7:00 p.m.
7:00 p.m. – 10:00 p.m.
Note:  Schedule is subject to change.

THURSDAY, OCTOBER 20

7 a.m. – 5 p.m.
7 a.m. – 8:15 a.m.
8:30 a.m. – 10 a.m.
10 a.m. – 10:30 a.m.
10:30 a.m. – 12 p.m.
12 p.m. – 1:15 p.m.
1:15 p.m. – 2 p.m.
2 p.m. – 2:30 p.m.
2:30 p.m. – 3:15 p.m.
3:30 p.m. – 4:30 p.m.
8:30 p.m. – 10p.m.
Note:  Schedule is subject to change.

FRIDAY, OCTOBER 21

7 a.m. – 8:15 a.m.
8:30 a.m. -10:00a.m.
10 a.m. – 10:30 a.m.
10:30 a.m. – 12 p.m.
12 p.m. – 1:15 p.m.
1:15 p.m. – 2 p.m.
2 p.m. – 2:30 p.m.
2:30 p.m. – 3:15p.m.
3:30 p.m. – 4:30 p.m.
6:30 p.m. – 10 p.m.
Note:  Schedule is subject to change.

SATURDAY, OCTOBER 22

7 a.m. – 11 a.m.
7:30 a.m. - 8:45 a.m.
9 a.m. - 11:30 a.m.
12:30 p.m. - 6:30 p.m.
Note:  Schedule is subject to change.

WEDNESDAY, JUNE 29

7:30 a.m. - 3 p.m.
7:30 - 9 a.m.
9 - 10 a.m.
9:30 a.m. - 2 p.m.
9:30 a.m. - 2 p.m.
9:30 - 10:30 a.m.
11 a.m. - 12 p.m.
1 -4 p.m.
Note:  Schedule is subject to change.

Program

The Top of the Table Annual Meeting offers attendees programming in different session formats.

Attendees and guests can attend engaging sessions focusing on: business best practices, motivation, innovation, inspiration, economic overviews, technology and whole person.

*These sessions are interpreted in all languages.

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 are open to all attendees and encompass different presentation formats to keep you engaged:

Member Spotlight offers two Top of the Table members who share their insights in fast-paced, friendly debate style format

Open Sessions create an environment for brainstorming and sharing best industry practices in a relaxed conversation style setting

Deeper Dive sessions deliver bonus content from the outstanding Main Platform speakers.

Entrepreneurial Series are focused on the unique needs and challenges of entrepreneurs. From a panel of successful Top of the Table members to sessions that pair industry experts with a Top of the Table member; there is something for everyone in these sessions! Even if you don’t consider yourself an entrepreneur, you will find value and take-a-ways from the information presented.

With an innovative array of offerings, the ConneXion Zone® features quick-hit presentations as well as a variety of additional opportunities to connect with your fellow members in this engaging space.

ConneXion Zone® Sessions: The ConneXion Zone® offers great educational programming. More than 50 quick-hit sessions, presented in seven different languages. Get immediate takeaways and learn cutting-edge ideas to implement in your daily practice.

The ConneXion Zone®: In this fun and innovative space open throughout the meeting, you can connect with colleagues, meet new friends, get your photo taken and find great entertainment and games.

Registration
Registration opens March 22, 2022

This meeting is for Top of the Table members only.

Advance Registration Fee:

July 14 2022 -
August 24, 2022
USD
995
Register Now

General Registration Fee:

August 25, 2022 -
September 19, 2022
USD
1,095

On-Site Registration Fee:

On or after
September 20, 2022
USD
1,195
Registrations will be processed on a first-come, first-served basis. Register early, as it is possible for the Top of the Table Annual Meeting to reach capacity prior to the registration deadline.

Maximum capacity is 250 Top of the Table members. Register early to get your spot!The meeting registration fee covers the programming cost and planned food functions for members and their guests. There is no additional registration fee for guests. If your guest is a Top of the Table member, policy dictates that they must pay the full member registration fee. Top of the Table members may only register one guest. Although there is no additional fee, guest information must be included at the time of registration.

A guest is defined as a spouse, significant other or child over the age of 21, and guest registration is limited to one per member. Please note that Top of the Table members are not considered guests. Policy dictates that all Top of the Table members must pay the full member registration fee.

Become a member now

2022 CANCELLATION /REFUND DATES

Cancellations postmarked by the post office or received by email at tot@mdrt.org on or before September 18, 2022, will receive a full refund, less a USD 100 administrative fee.

Cancellations postmarked by the post office or received by fax between September 19 and October 3, 2022, will receive a 50% refund, less a USD 100 administrative fee.

Cancellations postmarked by the post office or received by fax after October 4, 2022, will not receive a refund.

Health and Safety

Health and Safety Protocols

MDRT considers the safety of our members our top priority and will continue to follow guidance from the World Health Organization (WHO) and the Centers for Disease Control and Prevention (CDC) to host an in-person event that is safe for all in attendance. Therefore, adherence to health and safety protocols will be mandatory.

Unique Experiences

Top of the Table Pre and Post Tours

Santa Barbara Garden Tour
10:00 a.m. - 1:15 p.m.
Optional at an additional cost
USD 108 (includes transportation)

Madame Ganna Walska, a well-known Polish opera singer and socialite, purchased this Montecito, California, estate in 1971, and spent the next 43 years creating Lotusland, one of the 10 best gardens in the world. Enjoy a personalized, two-hour, docent-guided tour away from the crowds with access not available to the public. The experience includes horticultural and historical information while also allowing for a meaningful connection with nature.
Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund.  No refunds will be given for cancellations received after September 18, 2022.  If minimums are not met, the tour will be cancelled, and you will receive a full refund.

Santa Barbara Mission Tour
10 a.m. -1:00 p.m.
Optional at an additional cost
USD 45 (includes transportation)
Optional at an additional cost USD 45 (includes transportation)
Travel back in time on a one-hour guided tour to Santa Barbara’s earliest days at the historic Old Mission Santa Barbara. With its grand double bell towers, lush gardens and the majestic Santa Ynez mountains as a backdrop, the Mission is one of the city’s most charming landmarks. History comes alive on this exclusive tour as you explore the grounds, church, and on-site museum, and admire the graceful architecture and expansive views of the city and the Pacific Ocean.
Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund.  No refunds will be given for cancellations received after September 18, 2022.  If minimums are not met, the tour will be cancelled, and you will receive a full refund.

Santa Ynez Valley Wine Tour
12:30 p.m.-6:30 p.m.
Optional at an additional cost
USD 429 (includes transportation and lunch)
On this six-hour private wine tour, you will be picked up in a luxury vehicle driven by your guide for the day. You will be escorted through the rolling hills lined with lush vineyards as you visit Sunstone, Brave & Maiden Estate, and Roblar wineries, where you will have the opportunity to enjoy some of California’s finest wines while also learning about the wine-making process. You will then have a delicious picnic lunch overlooking a picturesque vineyard.
Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund. No refunds will be given for cancellations received after September 18, 2022. If minimums are not met, the tour will be cancelled, and you will receive a full refund.

Wednesday, October 19, 2022
Santa Barbara Garden Tour
10 a.m. -1:15 p.m.
Optional at an additional cost
USD 108 (includes transportation)

Madame Ganna Walska, a well-known Polish opera singer and socialite, purchased this Montecito, California, estate in 1971, and spent the next 43 years creating Lotusland, one of the 10 best gardens in the world. Enjoy a personalized, two-hour, docent-guided tour away from the crowds with access not available to the public. The experience includes horticultural and historical information while also allowing for a meaningful connection with nature.

Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund.  No refunds will be given for cancellations received after September 18, 2022.  If minimums are not met, the tour will be cancelled, and you will receive a full refund.

Wednesday, October 19, 2022
Santa Barbara Mission Tour
10 a.m.-1 p.m.
Optional at an additional cost
USD 45 (includes transportation)

Travel back in time on a one-hour guided tour to Santa Barbara’s earliest days at the historic Old Mission Santa Barbara. With its grand double bell towers, lush gardens and the majestic Santa Ynez mountains as a backdrop, the Mission is one of the city’s most charming landmarks. History comes alive on this exclusive tour as you explore the grounds, church, and on-site museum, and admire the graceful architecture and expansive views of the city and the Pacific Ocean.

Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund.  No refunds will be given for cancellations received after September 18, 2022.  If minimums are not met, the tour will be cancelled, and you will receive a full refund.

Saturday, October 22, 2022
Santa Ynez Valley Wine Tour  

12:30 p.m.-6:30 p.m.
Optional at an additional cost USD429 (includes transportation and lunch)

On this six-hour private wine tour, you will be picked up in a luxury vehicle driven by your guide for the day. You will be escorted through the rolling hills lined with lush vineyards as you visit Sunstone, Brave & Maiden Estate, and Roblar wineries, where you will have the opportunity to enjoy some of California’s finest wines while also learning about the wine-making process. You will then have a delicious picnic lunch overlooking a picturesque vineyard.

Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund.  No refunds will be given for cancellations received after September 18, 2022.  If minimums are not met, the tour will be cancelled, and you will receive a full refund.

Wednesday, October 19
6:30 a.m.- 1:30pm
Sandpiper Golf Club
Prepaid Event. Advance registration is required.
Shuttle will depart from hotel at 6:30 a.m. Golf clubs will be loaded onto the bus at that time.

Shotgun start, best ball tournament
Designed by William F. Bell and opened in 1972, the championship golf course at Sandpiper has been rated by Golf Digest as one of the top 25 public golf courses in the nation. Its beautiful rolling fairways and challenging greens in a seaside links style layout attracts players of all skill levels and has hosted several professional tournaments, such as the PGA Tour Tournament Players Series, the LPGA Tour Santa Barbara Women’s Open and the prestigious final stage of the PGA Tour Qualifying school.
USD 190 per person (includes green fees, golf cart, breakfast, lunch and unlimited balls at the driving range)
Clubs are available to rent at an additional cost of USD 85.Rentals include two sleeves of Titleist golf balls.
Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund. No refunds will be given for cancellations received after September 18, 2022.
No refunds will be given for no-shows.

Wednesday, October 19
7:15 – 9 a.m.
Registration Required
Check-in and Warm up: 7:15 – 7:45 a.m.
Race: 7:45 – 9 a.m.

Wednesday, October 19
Invitation Only
6 – 7 p.m.
Is this your first Top of the Table Annual Meeting? At this orientation reception, first-time attendees and guests will mingle with other members, including Top of the Table Advisory Board and committee members, to help acclimate everyone to the meeting and all it has to offer. 

Wednesday, October 19
7 p.m. – 10 p.m.
The Welcome Event allows members and their guests the opportunity to get acquainted with fellow attendees before the meeting begins. This year, attendees will enjoy an evening on the grounds of The Ritz-Carlton Bacara, Santa Barbara. Casual attire is recommended, as this is an outdoor event.

Thursday, October 20 — Breakfast and lunch will be offered.
Friday, October 21 — Breakfast and lunch will be offered.
Saturday, October 22 — Breakfast will be offered.
See schedule at a glance for times.
Begin your day with a hot breakfast buffet, coffee and plenty of opportunity to network with your peers on Thursday, Friday and Saturday. On Thursday and Friday, continue the conversation over a luncheon buffet.

Thursday, October 20
The evening is free for you to enjoy the resort, friends and Santa Barbara.Dinner options are available via the hotel concierge. Please call The Ritz-Carlton Bacara, Santa Barbara direct at +1 (805)-968-0100 and ask to be connected to the concierge desk. You may also stop by the Restaurant Reservations Booth located in the Registration area on Wednesday and Thursday.

Thursday, October 20th
8:30p.m. -10:00 p.m.
After an evening out, return to the hotel to end the night with casual coffee, after- dinner drinks and dessert with fellow attendees.

Friday, October 21
Reception: 6:30 – 7 p.m.
Dinner: 7 – 8:30 p.m.
Dancing: 8:30 – 10 p.m.
Enjoy a wonderful evening of good food, camaraderie and music. Begin dinner with quiet music and great conversation and later you can dance the night away. Attire for this event is semiformal. Men will be comfortable in a sports coat or suit and ladies in cocktail attire.

Thursday, October 20
3:30 – 4:30 p.m.
Friday, October 21
3:30 – 4:30 p.m.
End a long day of learning with some rest and relaxation outside. The Daily Debrief is a time for members to connect after attending Thursday and Friday sessions and share ideas they heard that day. Members may also get the opportunity to network with some speakers from the day!

Unique Experiences

MDRT Store

Performance. Leadership. Initiative. These are qualities that distinguish MDRT members — and the qualities to which MDRT aspires when we select products to help our members continue to meet the challenges of the value-added marketplace.

The MDRT Store showcases the best educational resources in the industry. Visit the Store on-site at The Ritz-Carlton Bacara, Santa Barbara or online at mdrtstore.org to find books, meeting exclusives, plaques, apparel and more MDRT-branded items.

MDRT Foundation

The MDRT Foundation gives to charitable organizations worldwide, demonstrating the generosity, service and impact of MDRT members. All MDRT members are eligible to endorse a charity to receive grant funding through the Global Grants Program. Visit the MDRT Foundation website to learn more.

2022 Top of the Table Charity Partner: Days for Girls

On Main Platform, you’ll hear how a trip to assist an orphanage in Kenya inspired Celeste Mergens to develop this social enterprise. You’ll also have the opportunity to volunteer with Days for Girls by assembling kits that will be sent around the world.

Wednesday, October 19, 6:30 a.m. – 2 p.m.
Sandpiper Golf Club
Prepaid Event. Advance registration is required.
Shuttle will depart from hotel at 6:30 a.m. Golf clubs will be loaded onto the bus at that time.

Shotgun start, best ball tournament

Designed by William F. Bell and opened in 1972, the championship golf course at Sandpiper has been rated by Golf Digest as one of the top 25 public golf courses in the nation. Its beautiful rolling fairways and challenging greens in a seaside links style layout attracts players of all skill levels and has hosted several professional tournaments, such as the PGA Tour Tournament Players Series, the LPGA Tour Santa Barbara Women’s Open and the prestigious final stage of the PGA Tour Qualifying school.

USD 190 per person (includes green fees, golf cart, breakfast, lunch and unlimited balls at the driving range)

Clubs are available to rent at an additional cost of USD 85.Rentals include two sleeves of Titleist golf balls.

Due to required guarantees, cancellations must be received in writing to MDRT (tot@mdrt.org) on or before September 18, 2022, to receive a refund. No refunds will be given for cancellations received after September 18, 2022.

No refunds will be given for no-shows.

Wednesday, October 19, 6:30 a.m. – 2 p.m. Sandpiper Golf Club
Prepaid Event. Advance registration is required.
Shuttle will depart from hotel at 6:30 a.m. Golf clubs will be loaded onto the bus at that time.

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