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所列的传译语言场次分配都为暂定。2026 年百万圆桌全球会议的官方语言是英语。百万圆桌提供主场会议的同声传译，并为指定焦点会议提供最多 12 种语言的传译服务（当至少 50 名注册与会者要求用同一种语言时）。  您必须在注册时提出同声传译的要求。提交同声传译申请的截止日期是 2026 年 6 月 28 日。

Paul Chan Chee Onn, CLU, ChFC; Isaac Teo Whee Hwa, BA; Peh Weijiang Andy

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Paul Chan Chee Onn, CLU, ChFC, has been a director of financial services with Great Eastern Life for the past four decades and is an associate trainer, with more than 40 advisors in his group. As an active member of the International Certification and Standards Board since 2009, he served as their chairman from 2014-2018 and is a past president of the Insurance and Financial Practitioners Association of Singapore. He is also committed to social causes, serving as chairman of Hagar Singapore, a nongovernmental organization dedicated to supporting women and children who have experienced extreme abuse and trauma.

Isaac Teo Whee Hwa, BA, is an executive financial services director and principal of First Adviser Pte Ltd. He has more than 16 years of experience in the profession and leads a team of 50 advisors. He has received numerous accolades for his accomplishments, such as Top Rookie Financial Planner, Top 3 Manager and Top General Agency. With expertise in sales and recruitment, his previous roles include regional sales facilitator and sales associate for FedEx, account manager at Mediacorp and design executive for an interior design firm.

Peh Weijiang Andy is the co-founder and senior group financial services director of Infinity Financial Advisory Pte Ltd. With almost two decades of experience in financial services and more than 15 years in leadership, he specializes in recruitment, team building and holistic financial planning, leading a dynamic team of nearly 50 advisors.

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Sustainable, scalable recruitment for the next generation

Paul Chan Chee Onn, CLU, ChFC; Isaac Teo Whee Hwa, BA; Peh Weijiang Andy
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
13:30
Chan Chee Onn; Teo; Weijiang Andy
August 24, 2026
演讲语言:
英语
No items found.

Do you know how to build future-ready teams by pairing purpose-driven Gen Z talent with experienced mid-career professionals? Explore clear, practical recruitment and onboarding strategies that move beyond filling roles to building scalable ecosystems.

Kinga Czerlikowska; Marta Borbala Kiraly; Shalyn Xiaoqi Lee, CIAM

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入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Kinga Czerlikowska is a Business Development Team Manager and Work-Life Balance Coach with 12 years of leadership experience in insurances . She specializes in team building, recruitment, time management, and mentoring, creating practical, evidence-based solutions that support performance, clarity, and well-being.

Marta Borbala Kiraly has been in the financial services profession for more than a decade. Her practice focuses on providing comprehensive financial planning to business owners, helping them navigate complex financial decisions and secure their financial futures.

Shalyn Xiaoqi Lee, CIAM, who began her career in financial services as an undergraduate, is now an executive wealth director who leads multiple million-dollar agencies while balancing her role as a mom with an enjoyable home life. As the winner of the Platinum Agency MDRT Culture of Excellence Award in 2025, Lee believes that women can excel in both leadership and sales advisory with proper integration and time management.

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Mindset, structure and systems for sustainable leadership

Kinga Czerlikowska; Marta Borbala Kiraly; Shalyn Xiaoqi Lee, CIAM
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Czerlikowska; Kiraly; Lee
August 25, 2026
演讲语言:
英语
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Suranjith Godagama, CIAM, Cert CII Copy; Jenkins Halili; Chi Teng Han, CIAM, ChFC/S; Tomas Skvarenina

Colombo
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,
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Suranjith Godagama, CIAM, Cert CII, is a senior business associate with 32 years of leadership experience. He leads a team of 40 independent advisors and specializes in financial planning, training and coaching, leadership, recruiting and performance management. In addition to holding many leadership positions, including senior agency leader, team manager, head of field training and head of bancassurance, Godagama has also received accolades for his accomplishments and professional certifications throughout his financial services career.

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Jenkins Halili is a senior sales manager at Zurich International Life and has more than 10 years of experience in the financial services profession, with several years in leadership. Halili holds a bachelor’s degree in business administration and worked with brokerage and advisory firms prior to joining Zurich. With specialties in advisor development, coaching and building an MDRT-focused culture, Halili has been recognized multiples times for peak performance and service excellence.

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Chi Teng Han, CIAM, ChFC/S, is a financial services director at Prudential Assurance Company Singapore Pte Ltd. Han earned a bachelor's degree in engineering from the University of Southampton, received the Diamond Agency MDRT Culture of Excellence Award in 2025 and the Gold Agency MDRT Culture of Excellence Award in 2024 as well as many other accolades within his company. He has spoken at various MDRT Days and at other events within the financial services profession.

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Tomas Skvarenina is a partner at Partners Group SK and has 23 years of experience in the financial services profession, with more than 18 years in leadership. He holds a degree in business and marketing from the University of Economics and is responsible for leading 250 people across Slovakia and Bulgaria. As an experienced director who is skilled in negotiation, leading teams, mentoring and business planning, Skvarenina creates and develops distribution channels for financial products and services.

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Coaching, consistency and culture for next-gen MDRT success

Suranjith Godagama, CIAM, Cert CII Copy; Jenkins Halili; Chi Teng Han, CIAM, ChFC/S; Tomas Skvarenina
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Godagama, Halili, Han, Skvarenina
August 24, 2026
演讲语言:
英语
No items found.

Effective coaching can transform potential into peak performance while building a culture where MDRT is the standard, not the exception. Discover how to develop practical road maps for onboarding, accountability and consistency that help advisors achieve MDRT year after year, while also training future agency leaders.

Vincent Gan, ChFC, CLU, Clay Gillespie, CFP, CLU, Simon D. Lister & Subhas V. Nathan

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入会总年份：
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顶尖会员荣誉：

Vincent Gan, ChFC, CLU, is an executive senior director with Great Eastern Financial Advisers Singapore and has been in the financial services profession for 20 years. He specializes in agency leadership, training and development, with a passion for helping financial consultants grow purposefully and sustainably. A graduate of the National University of Singapore, Gan has served on industry councils, spoken at international forums and received numerous company and industry accolades.

Clay Gillespie, CFP, CLU, is the 2026 First Vice President of MDRT. An Excalibur Knight of the MDRT Foundation, Gillespie served as Global Council Member of MDRT’s Finance Division in 2023 and as Top of the Table Global Council Member and Advisory Board Chair in 2019. He was Captain of the 2015 MDRT Annual Meeting Focus Sessions Committee and has served as Chair of several committees in the Top of the Table Division. Gillespie is a financial advisor, portfolio manager and managing director with RGF Integrated Wealth Management.

Simon D. Lister, Dip PFS, is the 2026 Secretary of MDRT. He served as Global Council Member of the 2025 MDRT Annual Meeting Program Development Division. He previously served as Chair of the Main Platform Committee for the 2024 MDRT Annual Meeting, Chair of the Focus Sessions Committee for the 2023 MDRT Annual Meeting, and as Global Council Member and Advisory Board Chair of the Top of the Table Division in 2021. He also is a Platinum Knight of the MDRT Foundation and a member of its Inner Circle Society. Lister is an independent financial planner and managing director with ML Financial Associates.

Subhas V. Nathan is a senior financial services director with Prudential Assurance Company. He leads the Eminence Group, which has more than 200 advisors. Nathan specializes in uniting the organization and motivating each advisor to high levels of performance. He has a Bachelor of Science in physics and has received multiple Million Dollar and Multi-Million Dollar Agency awards.

Vincent Gan，ChFC、CLU 现任新加坡大东方理财顾问公司高级执行董事，拥有 20 年金融服务从业经验。他专注于团队领导力、培训与发展，致力于帮助理财顾问实现有目标且可持续的成长。Gan 毕业于新加坡国立大学，曾担任行业委员会成员，在国际论坛发表演讲，并荣获多项公司与行业殊荣。

Clay Gillespie，CFP、CLU 将出任 2026 年度百万圆桌第一副会长。身为百万圆桌基金会的神剑骑士，Gillespie 在 2023 年担任百万圆桌财务分会的全球理事会成员，也曾在 2019 年任职顶尖会员全球理事会成员兼顾问委员会主席。他是 2015 年百万圆桌年会焦点会议委员会的队长，并曾在顶尖会员分会辖下的好几个委员会担任主席。Gillespie 是一名理财顾问、投资组合经理兼 RGF Integrated Wealth Management 的董事总经理。  

Simon D. Lister，Dip PFS 将出任 2026 年度百万圆桌秘书长。他是 2025 年百万圆桌年会日程起草部门的全球理事会成员。他曾担任过 2024 年百万圆桌年会主场会议委员会主席、2023 年百万圆桌年会焦点会议委员会主席，以及 2021 年顶尖会员分会全球理事会成员兼顾问委员会主席。他也是百万圆桌基金会的“白金骑士”和核心集团成员。Lister 是一名独立理财规划师兼 ML Financial Associates 的董事总经理。

Subhas V. Nathan 是保诚保险公司的高级金融服务总监。他领导的卓越团队拥有逾 200 名顾问。Nathan 擅长凝聚团队力量，激励每位顾问实现卓越业绩。他拥有物理学理学学士学位，并多次荣获百万美元及千万美元级代理机构奖项。

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How the MDRT Family of Brands can be a resource in each phase of your professional journey

百万圆桌系列品牌如何成为职业路上每个阶段的资源

Vincent Gan, ChFC, CLU, Clay Gillespie, CFP, CLU, Simon D. Lister & Subhas V. Nathan
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
16:30
Gan, Gillespie, Lister & Nathan
Whole Person
August 25, 2026
演讲语言:
英语
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Learn how the MDRT Academy and the MDRT Center for Field Leadership can help you and your advisors learn and grow at every career stage. The MDRT Academy is designed to help advisors advance to the level of MDRT qualification, while the MDRT Center focuses on providing resources for field and home office leaders. Join this session to learn more.

了解 MDRT Academy 和 MDRT Center for Field Leadership 如何帮助您和您的顾问，在职业生涯的每个阶段都能学习与成长。MDRT Academy 可帮助顾问提升至百万圆桌业绩水平，而 MDRT Center 则专注为前线和在家办公室领袖提供资源。加入会议以了解更多信息。

Geng Chen & Pu Li

Beijing
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China
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Geng Chen is a sales manager at Mingya Insurance Brokers and a full-time independent broker with six years of frontline experience in the insurance industry. He holds a degree in insurance from the University of International Business and Economics.

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Pu Li is a founding partner of Shengrui Investment, with more than a decade of expertise in wealth management and a specialized focus on comprehensive financial planning for high-net-worth clients. In 2012, Li received the May Fourth Medal from China's financial sector, and in 2016 was recognized as one of the Top 10 Most Influential Leaders in China's wealth management industry. He was also a speaker at the 2023 MDRT Global Conference.

陈庚，明亚保险经纪销售经理，全职经纪人，具有6年保险行业一线经验，对外经济贸易大学保险专业。

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李璞，晟睿投资创始合伙人。深耕财富管理行业十余年，专注高净值人群综合财富规划服务。2012年获金融系统"五四勋章"，2016年获"中国品牌影响力财富管理行业十大领军人物"。2023年三度受邀百万圆桌全球会议主讲嘉宾。

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Harnessing AI in insurance to become a high-performance solo powerhouse

用对保险AI，成为超级个体

Geng Chen & Pu Li
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
16:30
Chen & Li
Marketing
August 24, 2026
演讲语言:
普通话
No items found.

AI is transforming the core value of an insurance advisor. Through real-world client scenarios, Chen and Li explore how advisors can leverage AI to stand out, earn trust and win business — ultimately evolving from a one-person operation into a high-performance individual practice.

AI正在重塑保险顾问的核心价值，本次分享将通过真实业务场景展示保险顾问如何借助AI被看见、被信任、被选择，最终从单点作业升级为超级个体。

Brian Burgess; Corey Williams

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New Zealand
入会总年份：
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Brian W. Burgess has been an advisor since 1996 and is a partner at SwainWoodham Group. He specializes in the personal and business risk market.

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Corey Williams is a partner at SwainWoodham Group, where he specializes in employee benefits and champions the philosophy of prevention over cure. With more than 30 years’ experience across banking, sales and marketing in New Zealand and the United Kingdom, Williams brings a global perspective to his work. A former sports manager, he has worked internationally with Olympic medalists and world champions.

Brian W. Burgess 由 1996 年起成为顾问，现时为 SwainWoodham Group 的合伙人。他专精于个人及企业风险市场。

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Corey Williams 是 SwainWoodham Group  的合伙人，专注于雇员福利领域，积极倡导“预防胜于治疗”的理念。凭借超 30 年在新西兰及英国的银行、销售与市场营销经验，Williams  为其工作带来国际视野。此外，他曾经是一名体育经理，与众多奥运会奖牌获得者和世界冠军有过合作。

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Engineered for Whole Person excellence: The systems behind sustainable success

专为卓越实践“全人理念”而精心构建 —创造“可持续成功”背后的系统

Brian Burgess; Corey Williams
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Burgess; Williams
Whole Person
演讲语言:
英语
No items found.

Business partners Burgess and Williams share the frameworks that helped transform their advisory business from a pressure-driven effort into a stable, high-performance model. Together, they present a practical blueprint for building consistent success — not only in business, but across life — by designing systems that prioritize high-value work and eliminate unnecessary pressure.

生意伙伴 Burgess 与 Williams  分享一套架构，这套架构帮助他们将原本以高压力驱动运行的顾问业务，转型为高业绩的稳定模式。他们一同提出务实的蓝图，通过设计一套以高价值工作为优先的系统，同时省去不必要的压力，在业务方面以至人生层面实现持续成功。

Marta Borbala Kiraly

Singapore
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Hungary
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Marta Borbala Kiraly has been in the financial services profession for more than a decade. Her practice focuses on providing comprehensive financial planning to business owners, helping them navigate complex financial decisions and secure their financial futures.

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Mindset, structure and systems for sustainable leadership

Marta Borbala Kiraly
会议类型：
全球服务
演讲语言：
英语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
15:00
Kiraly
August 25, 2026
演讲语言:
英语
No items found.

Are you looking to break routine thinking, rewire habits and shift from autopilot to intentional leadership? Find out how you can set meaningful goals, manage time and create balance while strengthening accountability and relationships.

Hidenori Miki

Yokohama
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Japan
入会总年份：
28
内阁会员荣誉：
3
顶尖会员荣誉：
0

Hidenori Miki joined the financial services profession in 1996 and currently serves as an agency manager with Yokohama Basha-michi branch of Financial Japan. He works for small- and mid-sized business owners, primarily in the manufacturing industry in Japan, and specializes in business succession, inheritance measures, and asset building and management. Miki has served on numerous MDRT committees over the years and has held various roles for the Program General Arrangements Division, including as DVP of the 2021 MDRT Global Conference.

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Hidenori Miki 在 1996 年加入金融服务业，目前担任 Financial Japan Yokohama Basha-michi（横滨马车道）分公司的代理人团队经理。他主要为日本制造业的中小型企业家提供服务，擅长业务继承、传承对策，以及资产建立与管理。多年来，Miki 曾在多个百万圆桌委员会任职，并在项目统筹委员会分会担任过多项职务，包括担任 2021 年百万圆桌全球会议的分副会长。

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Champions are made of habits

《冠军是习惯炼成的》

Hidenori Miki
会议类型：
主场会议
演讲语言：
日语
会议日期：
开始时间：
Miki
Practice management
演讲语言:
日语
No items found.

Champions aren’t made overnight. Miki shares how success is built over time with small, daily habits.

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冠军并非一夜之间造就。Miki 将分享如何通过微小的日常习惯，随着时间累积成功。

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Andrew Ang Choon Her, ChFC, CIAM

Singapore
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Singapore
入会总年份：
9
内阁会员荣誉：
0
顶尖会员荣誉：
0

Andrew Ang Choon Her, ChFC, CIAM, is a financial services director with Prudential Assurance Company Singapore, bringing over 24 years of experience in financial advisory and leadership. A certified NLP trainer and author of five books, he integrates behavioral science with financial planning to help clients and advisors achieve Whole Person success. Ang Choon Her started out as an engineer and was the owner of an IT firm for three years before joining the financial services profession. He is also a mental health advocate and volunteer trainer with Caregiver Alliance Ltd. and the CPF board.

Andrew Ang Choon Her，ChFC、CIAM 是新加坡保诚保险公司的金融服务总监，拥有超过 24 年的理财顾问和领导经验。作为一名经过认证的 NLP 培训师和五本书的作者，他将行为科学与理财规划相结合，帮助客户和理财顾问实现全人理念。Ang Choon Her 最初是一名工程师，在加入金融服务行业前，曾是一家 IT 公司的老板。他还是一名心理健康倡导者以及 Caregiver Alliance Ltd. 和新加坡中央公积金局的志愿者培训师。

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Integrating AI to rehumanize your agency management

利用 AI 实现人性化管理

Andrew Ang Choon Her, ChFC, CIAM
会议类型：
焦点会议
演讲语言：
英语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
16:30
Ang Choon Her
Practice management
August 24, 2026
演讲语言:
英语
No items found.

Agency leaders can use AI not to replace people, Ang Choon Her says, but to reclaim time for them. Learn a five-minute “strategy-to-coaching” workflow that transforms dense reports into empathetic, high-impact team conversations — boosting performance, compliance confidence and human connection — while discovering how AI can become your strategic copilot, empowering smarter, more human leadership.

代理机构领导者使用 AI 是为了解放双手，而不是取代员工。学习 5 分钟“战略-指导”流程，将复杂的报告转化为富有成效的共情对话——提升团队绩效、合规信心和团队凝聚力——了解如何让 AI 成为您的得力助手，实现智慧和人性化领导。

Cheng Huann Yeoh, ChFC, CLU

Singapore
,
,
Singapore
入会总年份：
14
内阁会员荣誉：
6
顶尖会员荣誉：
0

Cheng Huann Yeoh, ChFC, CLU, has been in the financial services  profession for 16 years, specializing in retirement and estate planning for  working professionals and business owners. He has built his practice through  trust-based relationships and referrals, anchored on the four pillars of  trust. Beyond advisory work, Yeoh speaks actively on personal  relationship-building and organization development. He also authored two  books that detail his life and journey toward agency leadership.

Cheng Huann Yeoh，ChFC、CLU 投身金融服务专业 16  年，专注为在职专业人士和企业家提供退休与遗产规划。他基于信任的四大支柱，通过以信任为本的关系和转介绍，建立起自己的业务。除了咨询工作外，Yeoh  也积极参与演讲，分享关于建立个人关系与组织发展的见解。他还著有两本书籍，详述其人生历程及迈向团队领导之路。

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The 4 pillars of trust: How to build connection and confidence with clients

《信任的 4 大支柱：如何与客户建立联系与信心》

Cheng Huann Yeoh, ChFC, CLU
会议类型：
主场会议
演讲语言：
英语
会议日期：
开始时间：
Marketing
演讲语言:
英语
No items found.

Though the foundation of every lasting client relationship is  trust, it is often treated as an emotion to be earned rather than a  discipline that can be built intentionally, Yeoh says. He explains how the  four pillars of trust — competence, reliability, care and sincerity — can  help create stronger connections and greater client confidence.

Yeoh  指出，虽然信任是每一段持久客户关系的基石，但往往被视作一种需要赢取的情感，而非可以刻意建立的纪律。他将阐释“信任的四大支柱”——能力、可靠、关怀与真诚——如何有助于建立更稳固的联系，并增强客户信心。

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