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所列的传译语言场次分配都为暂定。英语是 2022 年百万圆桌年会的官方语言。百万圆桌将为主场会议演讲和特定焦点会议提供同声传译服务（当至少 50 名注册会员要求用同一种语言进行传译时）。有关传译场次选项的最终决定将于 5 月 9 日后公布

Moment of reflection

Hozumi Hanada, LUTCF

Monrovia
,
CA
,
USA
Current Membership Year:
入会总年份：
16
内阁会员荣誉：
顶尖会员荣誉：
1

Hozumi Hanada leads the Japanese division for The Pacific Bridge Companies and is president of Pacific Bridge Wealth Resources. Born and raised in Yamanashi Prefecture in Japan, Hanada was an editor for 10 years before finding her life purpose in Los Angeles, California, USA. She is passionate about serving Japanese-speaking communities and works with financial advisors to help their clients in these areas achieve their hopes and dreams through global financial navigation.

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Hozumi Hanada, LUTCF
No items found.
会议类型：
英语
First-Timer Attendee Session
语言：
英语
提供传译：
ENG JPN MAND
会议日期：
英语
开始时间：
8:40
Thursday, October 20, 2022
Hanada
Inglés
English
Main Platform
查看详细信息
内容追踪:
英语

Hozumi Hanada leads the Japanese division for The Pacific Bridge Companies and is president of Pacific Bridge Wealth Resources. Born and raised in Yamanashi Prefecture in Japan, Hanada was an editor for 10 years before finding her life purpose in Los Angeles, California, USA. She is passionate about serving Japanese-speaking communities and works with financial advisors to help their clients in these areas achieve their hopes and dreams through global financial navigation.

Equity is priceless

Jessica Williams

Mount Vernon
,
WA
,
United States
Current Membership Year:
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Jessica Williams is the chief development and communications officer for Days for Girls International and leads the global development and communications for the entire organization across six continents and 145 countries. She holds a bachelor's degree in communications and a master's degree in strategic communication, serves as an adjunct instructor for the University of Portland’s Pamplin School of Business nonprofit MBA program and hosts “The Days for Girls” podcast.

Alternate Sessions

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Jessica Williams
No items found.
会议类型：
英语
First-Timer Attendee Session
语言：
英语
提供传译：
会议日期：
英语
开始时间：
13:25
Saturday, August 20, 2022
Williams
Inglés
English
Main Platform
查看详细信息
内容追踪:
英语

Menstrual health management is a matter of human rights and a critical component to achieving gender equity. Williams discusses Days for Girls' three-pillar approach for sustainable, systemic change to end period poverty, bringing menstruators life-changing solutions that are truly priceless.

2022 Top of the Table Foundation Reveal

Jessica Williams

Mount Vernon
,
WA
,
USA
Current Membership Year:
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Jessica Williams is the chief development and communications officer for Days for Girls International and leads the global development and communications for the entire organization across six continents and 145 countries. She holds a bachelor's degree in communications and a master's degree in strategic communication, serves as an adjunct instructor for the University of Portland’s Pamplin School of Business nonprofit MBA program and hosts “The Days for Girls” podcast.

Alternate Sessions

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Jessica Williams
No items found.
会议类型：
英语
First-Timer Attendee Session
语言：
英语
提供传译：
会议日期：
英语
开始时间：
12:58
Monday, August 22, 2022
Williams
Inglés
English
Main Platform
查看详细信息
内容追踪:
英语

2023 MDRT Foundation Past President, Brian Walsh, ChFC, CLU will reveal how much was raised for Days for Girls from the generosity of your fellow Top of the Table members.

Cybersecurity successes

Julianne Hertel, CLU, CLTC

Worcester
,
MA
,
USA
Current Membership Year:
2022
入会总年份：
7
内阁会员荣誉：
2
顶尖会员荣誉：
1

Julianne Hertel, CLU, CLTC, is the founder and principal of Dream Big Wealth Strategies LLC in Worcester, Massachusetts, USA. Since she began her career in financial services in 2007, Hertel has sought to establish a compassionate and inclusive environment for her clients. An active MDRT member and MDRT Foundation advocate, she is passionate about engaging with organizations that uplift women and those within marginalized populations.

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Julianne Hertel, CLU, CLTC

Ted Rusinoff

Stow
,
OH
,
USA
Current Membership Year:
2022
入会总年份：
15
内阁会员荣誉：
1
顶尖会员荣誉：
10

Ted Rusinoff serves as managing partner of Wealth Design Partners LLC, helping property and casualty offices access opportunities for their regular clients. He has spoken at AALU, The School of Life and The Best Practices Symposium as well as MDRT. He is an Excalibur Knight of the MDRT Foundation and served as its 2019 President.

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Ted Rusinoff

James Harrison, CEO

American Fork
,
UT
,
USA
Current Membership Year:
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

James Harrison is the founder and CEO of the cybersecurity company INVISUS. As chief strategist and product visionary, he led the development of the company's cybersecurity, identity theft, and InfoSafe data breach compliance and breach response lineup that protects thousands of small- and mid-sized businesses throughout the U.S., including financial advisors, broker-dealers and insurance agencies. Harrison frequently writes for and trains a wide variety of professions, such as financial services, IT services and legal teams.

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James Harrison, CEO
会议类型：
First-Timer Attendee Session
语言：
提供传译：
会议日期：
开始时间：
13:15
Thursday, October 20, 2022
Hertel
English
Focus Session
查看详细信息
内容追踪:

When it comes to cybersecurity and compliance, it's important to take action today to protect and grow your business, clients and livelihood. Using real-life examples, the panel digs deep into existing compliance requirements to demonstrate how cybersecurity and proper certification can build trust and loyalty with clients and prospects.

12 words of wisdom from a Top of the Table member

Julia Cheng, CFP, MBA

San Diego
,
CA
,
USA
Current Membership Year:
2022
入会总年份：
28
内阁会员荣誉：
2
顶尖会员荣誉：
13

Julia R. Cheng, CFP, MBA, is president and founder of Global Financial Planning Bridge Inc. Despite humble beginnings, Cheng's unrelenting work ethic and professional compassion have earned her numerous awards for her quality service, outstanding accomplishments and community contributions. For more than 30 years, she has provided services for clients from China; the Taiwan Area; Hong Kong, China; Canada; Mexico; England; Germany; Singapore; and Malaysia.

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Julia Cheng, CFP, MBA
No items found.
会议类型：
First-Timer Attendee Session
语言：
提供传译：
English
会议日期：
开始时间：
13:15
Thursday, October 20, 2022
Cheng
Mandarin
Focus Session
查看详细信息
内容追踪:

Cheng shares 12 wealth management tips for consistently achieving Top of the Table, including learning and preparing for the future, attaining career and family development, planning for retirement, understanding different wealth management stages, and maintaining wealth through symbolic methods.

The 7 strategies that you need for massive growth

David Batchelor, Dip PFS, CFP

Thame
,
,
UK
Current Membership Year:
2022
入会总年份：
25
内阁会员荣誉：
2
顶尖会员荣誉：
22

David Batchelor, Dip PFS, CFP, is the founder of Wills & Trusts Wealth Management, a multidisciplinary practice of financial advisors, accountants and lawyers that focuses on estate planning and investment management. The senior U.K. coach for Strategic Coach Inc., he is also founder of Trust DFM, an investment management firm that manages the investments for many financial advisors in the U.K.

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David Batchelor, Dip PFS, CFP
No items found.
会议类型：
First-Timer Attendee Session
语言：
提供传译：
会议日期：
开始时间：
14:30
Thursday, October 20, 2022
Batchelor
English
Focus Session
查看详细信息
内容追踪:

Batchelor explains the seven lessons he learned that allowed his firm to have massive expansion and the trigger that caused it. He also shares the nine dials of performance that can guide your practice to specialize in financial advice rather than just being a firm of financial advisors.

Uncovering hidden stains: A journey to consistent Top of the Table production

Nobuyuki Fukumoto, AFP

Tokyo
,
,
Japan
Current Membership Year:
2022
入会总年份：
26
内阁会员荣誉：
6
顶尖会员荣誉：
14

Nobuyuki Fukumoto, AFP, from Hiroshima, Japan, joined Saison Life in 1995 and earned the company's top performance award twice. In 2009, Fukumoto became an independent agent and established Solution Planning. He joined Sonic Japan in 2015.

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Nobuyuki Fukumoto, AFP
No items found.
会议类型：
First-Timer Attendee Session
语言：
提供传译：
English
会议日期：
开始时间：
13:15
Friday, October 21, 2022
Fukumoto
Japanese
Focus Session
查看详细信息
内容追踪:

People aren't motivated to purchase financial products unless they are faced with uncertainty or discomfort in life, concerns that are cropping up in the aging society of Japan. Using a shirt stain as an analogy, Fukumoto explains how he presents potential challenges prospects may encounter as they age as well as the solutions for overcoming them.

How life insurance is liquidity when you need it most

Carrie L. Hall, CLU, CFP

Scottsdale
,
AZ
,
USA
Current Membership Year:
2022
入会总年份：
28
内阁会员荣誉：
6
顶尖会员荣誉：
7

Carrie L. Hall, CLU, CFP, has worked with affluent individuals, business owners, board members and executive groups since 1985 in the areas of business, estate wealth management and executive benefit planning. Her primary focus is to provide comprehensive plans and ongoing service to clients and their advisors in these specific areas.

Alternate Sessions

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Carrie L. Hall, CLU, CFP
No items found.
会议类型：
First-Timer Attendee Session
语言：
提供传译：
会议日期：
开始时间：
13:15
Thursday, October 20, 2022
Hall
English
Focus Session
查看详细信息
内容追踪:

Hall shares how she works with business owners and affluent family offices to consider the unique benefits life insurance provides in a business and multigenerational estate plan.

You CAN DO more: Deeper Dive

Jeremy M. Wellington, Dip PFS, Dip CII

Truro
,
,
UK
Current Membership Year:
2022
入会总年份：
11
内阁会员荣誉：
顶尖会员荣誉：
6

Jeremy M. Wellington, Dip PFS, Dip CII, is the founder of Financial Planning Concepts Ltd., based in Cornwall, England, UK. He runs the business alongside his wife and fellow director, providing investment advice mainly to retirees, executives and professionals. Wellington credits his expansive client base to his team’s core values of care, honesty, integrity, quality, collaboration and helping clients balance their lives and their assets.

Alternate Sessions

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Jeremy M. Wellington, Dip PFS, Dip CII
No items found.
会议类型：
First-Timer Attendee Session
语言：
提供传译：
会议日期：
开始时间：
14:30
Friday, October 21, 2022
Wellington
English
Deeper Dive
查看详细信息
内容追踪:

Wellington explains further how implementing his CAN DO working model can help you to form an incredibly positive and beneficial working culture while also enabling you to achieve more in business and in life.

How our words influence client behavior

Carla Brown, FPFS

Cuddington
,
,
UK
Current Membership Year:
2022
入会总年份：
5
内阁会员荣誉：
顶尖会员荣誉：
5

Carla Brown, FPFS, is the founder and managing director of Oakmere Wealth Management Ltd. and is based in North West England.

Alternate Sessions

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Carla Brown, FPFS
No items found.
会议类型：
First-Timer Attendee Session
语言：
提供传译：
会议日期：
开始时间：
13:15
Thursday, October 20, 2022
Brown
English
Focus Session
查看详细信息
内容追踪:

Is it possible to influence client behavior with our words and can we use positive words to create positive behaviors? Brown explains how to give your words more impact with your clients and become more referrable.

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