日程

8 月 26 日（星期六）

11:00 - 18:00

11:00 - 17:00

交流区

百万圆桌商店和百万圆桌基金会展位，联谊及娱乐

16:30 - 17:30

PGA 志愿者启动仪式和分组会议

请注意：日程可能会有所变动。

8 月 27 日（星期日）

09:00 - 18:30

10:00 - 17:00

交流区

百万圆桌商店和百万圆桌基金会展位，联谊及娱乐

12:30 - 13:50

赞助商分享会议

通过 20 分钟的快闪演讲，聆听百万圆桌赞助商成员的分享，了解相关知识与专业经验，重点探索他们的百万圆桌之旅及经验。

Nethan Jing Xiang Chew

Practical steps for running your business today while building for tomorrow

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12:30 - 15:00

内阁会员和顶尖会员日程及接待会
‍（仅限 2023 年内阁会员和顶尖会员参加）

New York

United States

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Erica Dhawan 是深谙 21 世纪团队精神、协作和创新的国际公认泰斗、演说家和顾问。她被 Thinkers50 评选为全球 50 大管理思想家之一，著有两本畅销书，且经常为《哈佛商业评论》(Harvard Business Review)、《快公司》(Fast Company) 和《华尔街日报》(The Wall Street Journal) 撰稿。Dhawan 曾在多个全球平台发表演讲，主题包括“运用创新战略，解锁集体力量”、“打破距离壁垒，构建信任文化”及“创造有效参与度，确保公司竞争力”。

Erica Dhawan is an internationally recognized leading authority, speaker and advisor on 21st century teamwork, collaboration and innovation. Named as one of the top 50 management thinkers in the world by Thinkers50, Dhawan is the author of two bestselling books and frequently appears in the Harvard Business Review, Fast Company and The Wall Street Journal. She has spoken across many global platforms on topics such as using innovative strategies to unlock the collective power of teams and building a culture of trust across any distance and creating authentic engagement to ensure competitiveness.

Erica Dhawan

内阁会员和顶尖会员接待会

Court of the Table/Top of the Table Program & Reception

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15:00 - 16:00

首次与会者会议

United Kingdom

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Jamie McDonald 的童年历经苦难，但他顽强成长，成年后继续披荆斩棘，挑战身体耐力极限：他曾连续 12 天不间断地骑行静态单车，完成了相当于从 Bangkok（曼谷）到其家乡 Gloucester（格洛斯特）长达 14,000 英里的旅程，还曾在跑步机上跑了七天，达到的里程数绝无仅有。他参与这些挑战都是为了尽力为需要他帮助的儿童筹集资金。他的动力来源于回报那些在他幼年生病时为自己提供过关爱的医院和组织，以及尽量帮助更多儿童战胜重病和残疾。

Jamie McDonald beat the odds that were stacked against him as a child and went on to complete challenges as an adult that pushed human physical endurance to the limit: He spent 12 days nonstop on a static bike, completed a 14,000-mile bike ride from Bangkok to his hometown of Gloucester and spent seven days running on a treadmill — covering a greater distance during that time than any human being ever has — all to raise as much as he can for the children who need his help. His motivation is to give back to the hospitals and organizations that cared for him when he was a sick child and to help as many children as possible overcome their own serious illnesses and disabilities.

Jamie McDonald

首次与会者会议

First Time Attendee Session

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17:30 - 19:00

主场会议

主场会议广邀思想领袖和知名演讲者带来精彩励志的演讲和丰富的业内知识，涵盖金融服务、销售策略、行业实践和工作生活平衡等主题。

More Information to come

请注意：日程可能会有所变动。

8 月 28 日（星期一）

08:00 - 16:00

09:00 - 11:00

主场会议

主场会议是全球会议最大的舞台，广邀精选会员演讲者、行业领袖、百万圆桌基金会和执行委员会，带来精彩励志的演讲。

11:00 - 17:00

交流区

百万圆桌商店和百万圆桌基金会展位，联谊及娱乐

12:30 - 14:50

赞助商分享会议

通过 20 分钟的快闪演讲，聆听百万圆桌赞助商成员的分享，了解相关知识与专业经验，重点探索他们的百万圆桌之旅及经验。

Ai Tee Ooi

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13:30 - 14:30

焦点会议

专为启发新想法、为当今挑战提供解决方案而设，焦点会议绝对不会令您失望！加入会员和非会员行业专家的行列，聆听他们分享各种主题的知识，包括保障型产品、财富管理、退休策略、市场营销、开发潜在客户、业务流程、雇佣助理、科技，以及工作与生活平衡。

Jane Blaufus, CLU

The heart of the matter

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Chia Fang Hsieh

如何有效进行退休规划

Steps for effective pension planning

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Takako Kai

Important lessons learned from careers in nursing

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Beijing

China

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Pu Li 为中国理财顾问协会创始人和 Shengrui Investment 的创始合伙人。他拥有清华大学和香港中文大学金融硕士学位，并曾在沃顿商学院进修商业分析专业。Li 深耕金融服务领域 18 年，为国内外多家大型保险公司提供咨询服务。

Pu Li is the founder of the Independent Financial Advisors Association in China as well as founding partner of Shengrui Investment. He obtained his master’s degree in finance from Tsinghua University and the Chinese University of Hong Kong and majored in business analysis from Wharton Business School. Li has been deeply involved in financial services for 18 years, providing consulting services for many large insurance companies at home and abroad.

Pu Li, CFA

面对变幻莫测的未来，理财顾问如何立于不败之地

How advisors can thrive in an unknown future

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Joshua Luke

Elevate your personal brand now!

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Namiki Ohishi

Important lessons learned from careers in nursing

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Witsanu Pudtaraksamanee

Conviction leads to success

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Charlie Reading, APFS

Ironman business tactics: Succeeding in business like a pro

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Rajesh Tagore

How to visually demonstrate a family's financial future

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Wong Glen

Avoid roadblocks to developing new clients

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France Zaguirre

Making the impossible possible

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13:30 - 14:30

百万圆桌全球服务会议
（仅限百万圆桌全球服务会员参与。会议仅以英语演讲；不提供传译服务。）

Shalyn Lee, BSc, CIAM

Secrets to achieving that optimal balance you desire

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Jaslyn Ng

Secrets to achieving that optimal balance you desire

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15:00 - 16:00/16:30

焦点会议

London

United Kingdom

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Bhupinder S. Anand, ACII, Dip PFS, is managing director of Anand Financial Architecture, based in London, England, UK. He has twice been awarded U.K.’s Independent Financial Advisor of the Year and is one of the profession’s favorite speakers, having spoken at major conferences all around the world and at MDRT many times. He also runs the Advisor Master Class coaching program and is author of “Smashing the Glass Ceiling: Breaking Through Your Personal Barriers to Success.” Anand has a unique insight into understanding the importance of how creative branding and positioning can influence the results we get from our clients.

Bhupinder Anand, ACII, DipPFS

Utilizing creative social media marketing to reach Top of the Table

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Satontorn Bovontanasankun

Marketing in a simple and sustainable way (work less, more results)

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Cheng Ka Kit

A sustainable system to Qualify for Court of the Table

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Paveennuch Cheowtirakul

Marketing in a simple and sustainable way (work less, more results)

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Margao, Goa

India

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Salzena Fernandes , presently ACFP and PFA , finished her bachelors and master’s degree in commerce, added cost accountancy and financial planning as the major subjects and began her career at Mahindra & Mahindra Automobiles Ltd as account and sales manager. She later transitioned to the financial services, starting her own firm, Sansal Financial Services. She offers comprehensive long-term savings, protection, and retirement solutions, as well as child education, tax planning , various risks management planning and wealth management services. For the last 15years she has made a difference to more than 2600 families across the globe with the goal to "make a finest difference to a family".

Salzena Fernandes

Million-dollar idea sharing

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Baz Gardner

Maximizing your value: The psychology of pricing advice

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Solomon Hicks

Rebound: How setbacks set you up for success

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Rajiv Jain, B Com

Million-dollar idea sharing

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Bernard Lim, CFP, AFcouns

Confronting a crisis of trust with financial life coaching

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Poonam Maurya

Million-dollar idea sharing

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Jitpinun Santayanond

Marketing in a simple and sustainable way (work less, more results)

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Toshihiro Tsubohara

Understanding and resolving business owners' concerns

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Wei Wang

践行百万圆桌的核心价值观

Embracing core components of MDRT

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Takashi Yoshimitsu

Understanding and resolving business owners' concerns

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Danyi Zhang

组织研讨会，适应新生代的需要

Organize seminars to fit the new generation

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15:00 - 16:00

百万圆桌全球服务会议
（仅限百万圆桌全球服务会员参与。会议仅以英语演讲；不提供传译服务。）

Su-Yen Wong

Leadership for an Asian Century

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16:00 - 17:30

百万圆桌全球服务接待会及颁奖仪式
（仅限百万圆桌全球服务成员参与。）

17:00 - 18:00

四分之一世纪俱乐部
‍（仅限百万圆桌会龄达 25 年或以上的会员参加）

17:30 - 18:30

顶尖会员接待会
（仅限 2023 年顶尖会员参加）

请注意：日程可能会有所变动。

8 月 29 日（星期二）

08:00 - 16:00

09:00 - 11:00

主场会议

主场会议广邀思想领袖和知名演讲者带来精彩励志的演讲和丰富的业内知识，涵盖金融服务、销售策略、行业实践和工作生活平衡等主题。

Mohamad Manmohan Abdullah, ChFC, CLU

如何通过克服电话销售时的勉为其难和恐惧来提高潜在客户开发能力

How to improve prospecting by blasting through call reluctance and fear

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Anna Hung Chan

从碌碌无为到征服沙漠马拉松

From inaction to tackling a desert marathon

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Taipei

Taiwan Area

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Eunice Chen 在寿险营销领域工作了 30 年，自加入该行业以来，每周都会成功签约三份以上的保单。她认为安全的重要性、活动量和信念的力量，是为客户尽量提供最全面服务的关键。

Eunice Chen has worked in life insurance marketing for 30 years and has signed more than three policies every week since joining the profession. She believes the importance of security, the amount of activity and the power of conviction are keys to providing clients with the most comprehensive services possible.

Eunice Chen

最大限度利用每天每周的时间管理技巧

Time management tips to maximize your day and your week

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Cedar Falls

Iowa

United States

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Richard Dobson Jr.，CFP 从事金融服务行业超过 40 年，并担任一家国家注册投资咨询公司负责人逾 15 年。他著有《让简单成为你的超能力！》(Make Simplicity Your Superpower!) 一书，并一直担任个人理财顾问。

Richard Dobson Jr., CFP, has been in the financial services profession for more than 40 years and headed a national registered investment advisory firm for more than 15 years. He is the author of “Make Simplicity Your Superpower!” and continues to work as a personal financial advisor.

Richard Dobson, CFP, BA

将复杂的行业术语变得简单明了

Turning complex jargon into simplicity and clarity

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Romel Rivera Garganera

拖延的代价

The cost of delay

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Makati City

Philippines

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37 岁那年，Louis Andrew Ang Gimenez 离开了一家对其人际关系造成负担的公司，毅然投身金融服务业。从那以后，他找到了自己真正的热情和目标所在，他认为这不仅是他的事业，同时这份工作还带给他使命感。

Louis Andrew Ang Gimenez joined the financial services profession when he was 37, after departing from a business that was causing a strain on his relationships. He has since found a true passion and purpose for what he considers not just his career but his vocation.

Louis Andrew Ang Gimenez

利用您的“为什么”来实现持续的业务增长

Leveraging your "WHY" toward sustained business growth

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Taoyuan

Taiwan Area

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Lee Chi-Hsiang，CFP、MSF，纽约大学斯特恩商学院金融硕士，在过去的 20 年里，他为客户提供各种各样的服务，满足他们不同的需求。Lee Chi-Hsiang 相信创新是为其事业保驾护航的最好方法，他不断学习新技能并了解最新信息，以便更好地服务客户。

Lee Chi-Hsiang, CFP, MSF, received his master's degree in finance from NYU Stern School of Business and for the past 20 years has provided various services for his clients, fulfilling their diverse needs. Believing that innovation is the best way to protect his career, Lee Chi-Hsiang continues to learn new skills and become educated on the latest information available to better serve his clients.

Lee Chi-Hsiang, CFP, MSF

如何与客户分享百万圆桌带来的影响

How to share the impact of MDRT with clients

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Singapore

入会总年份：

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Jaslyn Ng 任职金融服务总监，曾荣获理财顾问和领导领域的顶尖殊荣。2022 年，在涵盖 12 个亚洲国家/地区的第七届最值得信任保险代理及顾问奖颁奖典礼上，她被评为年度最佳区域数字代理人的首位。迄今为止，Ng 已为 400 多名客户提供财富保障和积累服务，这与她保护生命、确保孩子在任何情况下都能继续学业，以及帮助客户获得足够退休资金的使命保持一致。

Jaslyn Ng is a financial services director who has received top awards both as a financial consultant and a leader. In 2022, she was recognized as the top first regional digital agent of the year at the 7th Asia Trusted Life Agents and Advisers Awards ceremony, which spans 12 Asian countries. To date, Ng has managed more than 400 clients in wealth protection and accumulation, which resonates with her mission to protect lives, ensure children can continue their studies no matter what happens and help clients secure adequate retirement funds.

Jaslyn Ng

快速建立融洽关系的 3 个 R

The 3 Rs to quickly build rapport

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Yeoh Tan Fung Jenny, RFP

通过 CI 信息立方体销售重大疾病保险

Selling critical illness insurance with the CI info cube

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Yung Sze Hon Solomon, RFC, LL.b (Hons)

雨伞的故事

An umbrella story

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11:00 - 17:00

交流区

百万圆桌商店和百万圆桌基金会展位，联谊及娱乐

12:30 - 14:50

赞助商分享会议

通过 20 分钟的快闪演讲，聆听百万圆桌赞助商成员的分享，了解相关知识与专业经验，重点探索他们的百万圆桌之旅及经验。

Pei Leng Chuah

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13:30 - 14:30

焦点会议

Taichung

Taiwan Area

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Ya-Wei Chiang 现任金融服务业务主管，负责帮助刚刚入行的年轻销售人员培养技能，实现职业发展。她始终将客户需求放在首位，通过保险和税务规划相结合的方式，协助客户制定周全的资产保全规划。她曾于 2018 年接受台湾地区知名财经媒体平台《经济日报》(Economic Daily News) 的采访。

Ya-Wei Chiang currently works as a business executive in financial services, supporting the talent and development of many new, young salesmen. With clients' needs as her top priority, Wei assists clients in the successful planning of asset preservation, especially in combination with insurance and tax planning. In 2018, she was interviewed by Economic Daily News, the largest financial media platform in Taiwan.

Ya-Wei Chiang

利用保险制定明智的继承决策

Creating intelligent inheritance decisions through insurance

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Sim Gakhar, CHS, BSc

How to create wildly productive centers of influence

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Lau Wah Shui Rachel, CHLP, LUTCF

Positivity, purpose, and performance

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Bhushan Limaye

The benefits of financial forecasting

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Sunjay Nath, MBA, HoF

Strength-based leadership: The 10-80-10 principle

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Masahide Nemoto

3 keys to maintaining Court of the Table Status

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Stuart Shee Yew Kuen, AFC

Hard-ware vs. heart-ware

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Jensen Siaw

Thriving with joy: The happy producer

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Thattana Sritaraksa

Establishing growth and word-of-mouth marketing by expanding your client base

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Wenxing Elton Wang, EA

针对高净值客户的多维财富规划策略

Multidimensional wealth planning strategies for high-net-worth clients

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13:30 - 14:30

百万圆桌全球服务会议
‍‍（仅限百万圆桌全球服务会员参与。会议仅以英语演讲；不提供传译服务。）

Mohamad Manmohan Abdullah, ChFC, CLU

How to recruit Generation Z

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15:00 - 16:00

焦点会议

Katsuya Chosokabe

Help prospects understand the power of life insurance

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Fen Ding

融合销售技能与客户管理

Blending sales skills and client management

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Fung Wai Hong Daniel

A post-pandemic template for marketing success

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Danielle Genier, CLU, CFP

Two sides of succession planning

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Julianne Hertel, CLTC

Creating a rebrand to have the business you love

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Ryan Lau Le An

Best practices for advising high-net-worth business owners

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Wenping Li

领导力和服务最佳实践

Best practices for leadership and service

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Ryan Perkins

Two sides of succession planning

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Sirinun Phuttal

Driving your team with deep motivation

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Sayed Kazim Raza Zaidi

Balancing the 4 P's of life

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15:00 - 16:00

百万圆桌全球服务会议
‍（仅限百万圆桌全球服务会员参与。会议仅以英语演讲；不提供传译服务。）

Bangkok

Thailand

入会总年份：

内阁会员荣誉：

顶尖会员荣誉：

Shadé Zahrai is known for her remarkable ability to translate the latest in neuroscience and psychology research into practical and actionable strategies that drive mindset shifts and behavioral change in a systemic way. A bestselling author and Harvard-trained leadership coach, Zahrai is principal and director of her leadership development company, Influenceo Global Inc., where she leverages the latest insights in high performance and leadership into commercially sound strategies to help companies such as McDonald’s, Microsoft and JP Morgan keep emotional intelligence at the core of their work.

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Shadé Zahrai

High-Performance Teams - Mindset Mastery, Self-Leadership & Unified Vision

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17:00 - 18:00

四分之一世纪俱乐部
（仅限百万圆桌会龄达 25 年或以上的会员参加）

请注意：日程可能会有所变动。

8 月 30 日（星期三）

08:00 - 13:00

07:30 - 09:00

内阁会员及顶尖会员公开论坛

（注册时售票活动。仅限 2023 年的内阁会员和顶尖会员参加）

09:00 - 09:20

赞助商分享会议

通过 20 分钟的快闪演讲，聆听百万圆桌赞助商成员的分享，了解相关知识与专业经验，重点探索他们的百万圆桌之旅及经验。

More Information to come

09:30 - 13:00

交流区

百万圆桌商店和百万圆桌基金会展位，联谊及娱乐

09:30 - 10:30

焦点会议

Surachet Chontrakul

Evergreen principles for success in a changing world

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Michiyo Imada

One-close-a-day activity habit

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Venkatesh Kalyanam, BA, CFP

Growing your business for a better tomorrow

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Calvin Lee

My journey to digital agency leader of the year

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Shalyn Lee, BSc, CIAM

Excelling in leadership while also qualifying for MDRT

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Leung Ka Chun Eddie, CFP, FChFP

Increase your activity with seasonal opportunities

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Yee Von Lim

Givers vs. takers: driving surprising success for you and your organization

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Yi Sheng Liu

如何帮助客户提前退休

How to help clients retire early

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Jia Lyu

为自闭症家庭提供金融服务

Providing financial assistance for families with autism

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Kyoko Miyakawa

One-close-a-day activity habit

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Jayang Nagrecha

Understanding the unexplored aspects of life insurance

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Agnes Ng Tan

Holistic success is holistic balance

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Jie Lily Tang

寿险业在新冠疫情时代面临的新机遇

New opportunities for the life insurance industry in the post-pandemic era

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11:00 - 12:00

焦点会议

Sudhakar Gabriel

The magic of converting referrals to recommendations

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Yun Jia Josh Han, BA, ChFC

Communicating your value to prospects

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Ho Man Chio Stanley

The habits that lead to becoming an MDRT Life Member

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Almira Kintanar

Attract prospects and referrals through strong branding

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Anthony Matthews Jones, BSc (Hons), QFA

MDRT to TOT in 45 minutes

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Masashide Obana

How will insurance change in a disinterested world?

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Bangkok

Thailand

入会总年份：

内阁会员荣誉：

顶尖会员荣誉：

Napatcha Pongwattanakitkul เป็นเจ้าของเว็บไซต์วางแผนการเงิน wangpaan.com ซึ่งนำเสนอผลิตภัณฑ์ประกันภัยที่หลากหลาย ไม่ว่าจะเป็นประกันชีวิต สุขภาพ และบำนาญ ตลอดจนผลิตภัณฑ์การลงทุนและบริการวางแผนภาษีอย่างชาญฉลาด Pongwattanakitkul ให้ความสำคัญกับวางแผนการเงินแบบองค์รวมและมีความเชี่ยวชาญด้านการคุ้มครองทรัพย์สิน

Napatcha Pongwattananakitkul, CFP

Echo Session

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Bangkok

Thailand

入会总年份：

内阁会员荣誉：

顶尖会员荣誉：

Nanut Sa-Nguanwit ตัวแทนประกันชีวิตที่มีความเชี่ยวชาญกว่า 20 ปี และเธอมีความหลงใหลในการทำงานร่วมกับเพื่อนร่วมงานเพื่อให้ได้มาซึ่งข้อได้เปรียบสูงสุดในการวางแผนทางการเงินให้กับลูกค้า เธอยังคิดว่าการพัฒนาตัวเองอยู่เสมอเป็นสิ่งสำคัญในการพัฒนาไปสู่การเป็นที่ปรึกษาที่ดี ซึ่งจะสามารถนำลูกค้าไปสู่ความมั่นคงทางการเงินได้

Nanut Sa-Nguanwit

Echo Session

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Bangkok

Thailand

入会总年份：

内阁会员荣誉：

顶尖会员荣誉：

Jantamas Taikul มีประสบการณ์มากกว่า 30 ปีในฐานะตัวแทนประกันชีวิตและมากกว่า 10 ปีในฐานะที่ปรึกษาทางการเงินเธอเชื่อการติดตามข่าวล่าสุดอยู่เสมอเป็นสิ่งที่จำเป็นอย่างยิ่งเพื่อเป็นเป็นที่ปรึกษาที่เชื่อถือได้และสามารถปรับปรุงชีวิตของผู้อื่นได้

Jantamas Taikul

Echo Session

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Jing Zhou

建立长期客户关系

Creating long-term relationships with clients

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13:00 - 15:00

主场会议

主场会议是全球会议最大的舞台，广邀精选会员演讲者、行业领袖、百万圆桌基金会和执行委员会，带来精彩励志的演讲。

More Information to come

请注意：日程可能会有所变动。

2022 年 8 月 28 日至 31 日澳大利亚 Sydney（悉尼）

打开通往无限成长与成功的大门

Main Platform livestreaming

学习

联系

探索

日程

8 月 26 日（星期六）

8 月 27 日（星期日）

Nethan Jing Xiang Chew

Nethan Jing Xiang Chew

Practical steps for running your business today while building for tomorrow

언어:

Erica Dhawan

Erica Dhawan

内阁会员和顶尖会员接待会

Court of the Table/Top of the Table Program & Reception

语言：

Jamie McDonald

Jamie McDonald

首次与会者会议

First Time Attendee Session

语言：

8 月 28 日（星期一）

Ai Tee Ooi

Ai Tee Ooi

언어:

Jane Blaufus, CLU

Jane Blaufus, CLU

The heart of the matter

语言：

Chia Fang Hsieh

Chia Fang Hsieh

如何有效进行退休规划

Steps for effective pension planning

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Takako Kai

Takako Kai

Important lessons learned from careers in nursing

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Pu Li, CFA

Pu Li, CFA

面对变幻莫测的未来，理财顾问如何立于不败之地

How advisors can thrive in an unknown future

语言：

Joshua Luke

Joshua Luke

Elevate your personal brand now!

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Namiki Ohishi

Namiki Ohishi

Important lessons learned from careers in nursing

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Witsanu Pudtaraksamanee

Witsanu Pudtaraksamanee

Conviction leads to success

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Charlie Reading, APFS

Charlie Reading, APFS

Ironman business tactics: Succeeding in business like a pro

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Rajesh Tagore

Rajesh Tagore

How to visually demonstrate a family's financial future

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Wong Glen

Wong Glen

Avoid roadblocks to developing new clients

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France Zaguirre

France Zaguirre

Making the impossible possible

语言：

Shalyn Lee, BSc, CIAM

Shalyn Lee, BSc, CIAM

Secrets to achieving that optimal balance you desire

언어:

Jaslyn Ng

Jaslyn Ng

Secrets to achieving that optimal balance you desire

2022 年 8 月 28 日至 31 日
澳大利亚 Sydney（悉尼）