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所列的传译语言场次分配都为暂定。  英语是 2023 年全球会议的官方语言。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 7 月 11 日后公布。

Nitin Dnyaneshwar Takalkar

Mumbai
,
,
India
入会总年份：
8
内阁会员荣誉：
5
顶尖会员荣誉：
2

Nitin Dnyaneshwar Takalkar is an accomplished insurance and financial advisor at Tata AIA Life Insurance and founder of Jaihind Agency since 2005. With over 25 years in the financial services profession, he specializes in life, health, property and business insurance as well as retirement and investment planning. Takalkar combines deep expertise with a commitment to simplifying financial security for individuals and businesses.

Nitin Dnyaneshwar Takalkar 是一位卓越的保险与理财顾问，自 2005 年起服务于 Tata AIA 人寿保险并创立 Jaihind Agency。在金融服务行业拥有超过 25 年经验，专长于人寿、健康、财产与商业保险，以及退休与投资规划。Takalkar 将深厚的专业知识与致力于为个人和企业简化财务保障的承诺相结合。

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Go digital, build trust, sell smarter

数字化展业，建立信任，智慧成交

Nitin Dnyaneshwar Takalkar
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：
15:00
Takalkar
Marketing
演讲语言:
英语
No items found.

Do you know how to use digital marketing to attract, educate and convert clients with confidence? Takalkar explains how to build a simple digital funnel, position term insurance as the perfect modern-day solution and create content that builds lasting trust.

您知道如何运用数字营销自信地吸引、教育并转化客户吗？Takalkar 将解释简洁的数字漏斗，将定期寿险定位为完美的现代解决方案，并创作能够建立持久信任的内容。

Charlie Reading

Oakham
,
Rutland
,
United Kingdom
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Charlie Reading is a serial entrepreneur, acclaimed speaker and four-time author who is passionate about helping others achieve growth, balance and fulfillment. Founder of Efficient Portfolio Wealth Management and The Trusted Team, Reading empowers business owners to work smarter, grow faster and enjoy life more. As host of the Business of Endurance podcast and an Ironman World Championship competitor, he draws lessons from endurance sports to inspire success. His books showcase his strategic insights and commitment to lasting impact.

Charlie Reading 曾多次创业，为知名演说家并著有四部著作，致力于帮助别人不断成长，平衡工作与生活，享受成功人生。Reading 是 Efficient Portfolio Wealth Management 和 The Trusted Team 的创始人，帮助企业主更聪明地工作、快速成长、享受生活。他还是 Business of Endurance 播客主持人并参加过铁人世界锦标赛，利用自己从耐力运动中收获的宝贵经验，激励他人取得成功。他在多部著作中分享了自己的真知灼见。

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Time freedom mastery: Automating, delegating and thriving in the age of AI

掌控时间自由：AI 赋能自动化，下放任务，收获成功

Charlie Reading
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：
15:00
Reading
Practice management
演讲语言:
英语
No items found.

Drawing on two decades in financial advice, including building and selling one of the United Kingdom’s top IFA firms — while delivering 50% year-on-year growth and taking three months off each year — Reading shares a proven framework to reclaim your time and redesign how you work. Learn how to use AI and smart systems to delegate efficiently, eliminate distractions, and focus on what truly drives client value and business growth, so you can achieve more with less stress and finally enjoy the freedom you built your career for.

Reading 拥有 20 年的理财顾问经验，包括建立并成功出售了一家英国顶级理财顾问公司，并在每年休息三个月的情况下实现了每年 50% 的业务增长。他在这个演讲中分享了一个实用框架，可以帮助您重新掌握时间，改进工作方式。了解如何使用 AI 和智能系统来有效地下放任务，消除分心，专注于真正有价值的工作，推动业务增长，轻松实现更多目标，最终获得时间自由。

Amanda Cassar, MFP, AFP

Burleigh Town
,
QLD
,
Australia
入会总年份：
14
内阁会员荣誉：
11
顶尖会员荣誉：
6

Amanda Cassar, MFP, AFP, is a business owner, financial advisor, author, speaker, blogger and a passionate philanthropist who has observed hearts and minds being opened and watched people be empowered to step into their own leadership journeys. With more than 30 years of experience in the financial services profession, Cassar’s special accreditations include aged care, estate planning and self-managed superannuation funds. Passionate about coaching, philanthropy and balance, she mentors advisors globally while championing financial literacy and ethical leadership — proving that success, service and serenity can thrive together .

Amanda Cassar，MFP、AFP 是一名企业主、理财顾问、作家、演讲者、博主和充满激情的慈善家。她曾经见证心灵和思维被打开的时刻，看到了人们如何获得力量，踏入自己的领导力之旅。Cassar 从事金融服务业已超过 30 年，擅长领域包括长者护理、遗产规划及自我管理退休金基金。她热衷于指导艺术和慈善事业，追求工作与生活的平衡，为全球理财顾问提供指导，同时倡导金融素养和道德领导力，证明成功、服务和生活可以完美平衡。

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Coaching your way to balance, team harmony and joy

指导艺术——平衡生活与工作、打造和谐团队、享受快乐生活

Amanda Cassar, MFP, AFP
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：
15:00
Cassar
Whole Person
演讲语言:
英语
No items found.

Cassar explains how coaching transformed her professional and personal life — from building a thriving multigenerational advice business to reclaiming Fridays with her grandchildren. She shares actionable frameworks for goal setting, communication and boundary management that cultivate harmony, productivity and fulfillment — proving that success and serenity can coexist.

Cassar 揭示了她如何运用指导技巧改变自己的事业和生活——从建立一家成功的家族顾问公司，到每周五都能享受天伦之乐。她将分享设定目标、沟通和边界管理的实用方法，平衡工作和生活，提升业绩，获得满满的成就感。事实证明，事业与生活可以兼顾。

Jeevan Prakash Poddar

Kolkata
,
West Bengal
,
India
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Jeevan Prakash Poddar is the founder of NetFrendz, a global digital marketing agency serving clients across nine countries. With close to 25 years of experience in the IT-enabled industry, his specialties lie in leveraging AI, digital growth and cyber safety to accelerate business efficiency. He is a certified cyber lawyer and a certified Google digital marketer. He provides results-driven, customized training sessions and strategies for entrepreneurs, corporate teams and institutions globally.

Jeevan Prakash Poddar 是 NetFrendz 的创始人，这是一家全球数字营销机构，为全球九个国家的客户提供服务。他在 IT 行业拥有近 25 年的丰富经验，擅长利用 AI、数字增长和网络安全技术提升业务效率。他是一名获得认证的网络律师和谷歌数字营销师。为世界各地的企业家、企业团队和机构提供定制培训课程和顾问服务。

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The advisor's secret weapon: The AI mindset that reclaims 10 hours a month

理财顾问的秘密武器：AI 思维每月为您节省 10 个小时

Jeevan Prakash Poddar
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：
13:30
Poddar
Practice management
演讲语言:
英语
No items found.

Time is your greatest asset, yet hours vanish into administrative friction and inefficient processes. Learn Poddar’s auto-delegate checklist to immediately stop doing low-value work, discover how technology can transform your study group into a high-ROI business asset, and gain a guaranteed formula to spend 10 more hours each month actively advising clients and maximizing business growth.

时间是我们最宝贵的资产，然而各种管理摩擦和效率低下让我们浪费了很多时间。了解 Poddar 的“任务自动化清单”，再也不把时间浪费在低价值的工作上。了解如何利用技术将您的学习小组转化为高投资回报的商业资产，并且每个月节省 10 个多小时，用于服务客户，最大限度促进业务增长。

Corey Williams

Christchurch
,
,
New Zealand
入会总年份：
14
内阁会员荣誉：
13
顶尖会员荣誉：
12

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.

Corey Williams 作为 SwainWoodham Group 的合伙人，他专注于保障员工福利，并主张预防胜于治疗。Williams 在新西兰和英国拥有超过 30 年的银行、销售和营销经验，为他提供了全球视角。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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The 3 P's (plan, prepare, process)

3P 法（计划、准备、恪守程序）

Corey Williams
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：
13:30
Williams
Whole Person
演讲语言:
英语
No items found.

Drawing insights from elite sport, leadership and MDRT mentors, Williams demonstrates how challenges become catalysts for confidence and capability when we choose the harder path. Learn how to apply the three P’s framework to reach your next goal, whether achieving Court of the Table or Top of the Table, improving health or pursuing creative ambitions.

借鉴精英体育、领导力和百万圆桌导师的真知灼见，Williams 介绍当我们选择更艰难的道路时，挑战如何激发我们的信心和能力。了解如何运用 3P 法取得更大成功，例如达成内阁会员或顶尖会员，改善健康，或实现更大抱负。

Putri Mahirah Munatul Maknun Ahhmad Mizanudin

KUALA LUMPUR
,
,
Malaysia
入会总年份：
7
内阁会员荣誉：
1
顶尖会员荣誉：
0

Putri Mahirah Munatul Maknun Ahmad Mizanudin is an advisor with AIA Malaysia, serving since 2018. She turned the pain of losing a loved one into conviction and purpose to educate others on financial protection and legacy planning. Formerly a broadcast journalist and TV anchor, her exposure to real stories from all walks of life honed her empathy and communication finesse. She grew organically from client to national speaker, championing financial literacy and women empowerment, and actively contributes through MDRT Day, MDRT Gives Day Malaysia (2022–2025) and as part of MDRT MCC Malaysia (2024–2025).

Putri Mahirah Munatul Maknun Ahmad Mizanudin 自 2018 年起担任马来西亚友邦保险顾问。她将失去至亲的切肤之痛升华为坚定的信念和使命，致力于向大众普及财务保障和遗产规划知识。她曾是广播记者和电视主播，接触过各行各业的真实人生故事，这段经历锤炼了她的同理心和沟通能力。她从一名客户成长为全国性演讲者，倡导金融知识普及和女性赋能，并通过参与百万圆桌日、马来西亚百万圆桌捐赠日 (2022–2025) 以及担任 (2024–2025) 马来西亚百万圆桌 MCC 成员等方式积极贡献力量。

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Real talk, real results: The art of honest conversations that solve

真诚对话，切实成果：解决难题的坦诚沟通艺术

Putri Mahirah Munatul Maknun Ahhmad Mizanudin
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：
13:30
Ahmad Mizanudin
Advising Clients
演讲语言:
英语
No items found.

Do you want to ask better questions, uncover deeper client motives, and design solutions that reflect clients’ financial goals and emotional realities? Ahmad Mizanudin shares proven ways to turn suspense into trust and build long-term partnerships.

您是否渴望提出更精准的问题，深入挖掘客户动机，并设计出既契合财务目标又照顾情感现实的解决方案？Ahmad Mizanudin 将分享将焦虑转变为信任构建长期合作伙伴关系的实用方法。

Tsz Ho William Won

Kowloon
,
,
Hong Kong
入会总年份：
12
内阁会员荣誉：
7
顶尖会员荣誉：
6

Tsz Ho William Won joined Prudential Insurance in 2011 and currently serves as a senior sales manager. Beginning his career in the cold-market environment of Hong Kong, China, he has since built a thriving practice across the Greater China region, serving more than 500 Chinese mainland families. Won is known for his sharp, analytical approach and his ability to craft tailored wealth preservation and legacy strategies that help clients achieve their long-term financial goals.

Tsz Ho William Won 于 2011 年加入保诚保险，目前担任高级销售经理。他的职业生涯始于中国香港的陌生客户开发市场环境，此后在大中华区建立了蓬勃发展的业务，为超过 500 个中国大陆家庭提供服务。他以敏锐的分析能力著称，擅长量身定制财富保全与传承策略，助力客户实现长期财务目标。

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Building a warm future for your clients' wealth

如何为客户的财富，打造一个温暖的未来

Tsz Ho William Won
会议类型：
焦点会议
演讲语言：
粤语
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Won
Advising Clients
演讲语言:
粤语
英语
No items found.

Won unveils how the Iron Triangle framework can transform a will into a living legacy — one rooted in warmth and intention. He clarifies the essential tools of legacy planning and offers a timeless wealth blueprint that keeps clients' values alive for generations to come.

Won 揭示了“铁三角”框架如何将一份遗嘱转变为有温度的、充满关切的鲜活传承。他阐明遗产规划的核心工具，并提供超越时间的财富蓝图，使客户财富得以代代相传。

Ying Han Ho

Kaohsiung City
,
,
Taiwan Area
入会总年份：
14
内阁会员荣誉：
2
顶尖会员荣誉：
0

Ying Han Ho serves as vice president of the Mile Business Division at Golden Insurance Brokers, bringing 33 years of experience in financial services with a focus on high-net-worth client management and organizational development. A lifetime member of the International Dragon Award, he has earned numerous prestigious honors, including the Asia-Pacific Insurance Elite Award, the Leadership Award and the IQA Platinum Award. He holds an EMBA from the Graduate Institute of Management Science at Tamkang University.

Ying Han Ho 现任 Golden Insurance Brokers 的 Mile Business Division 副总裁，拥有 33 年金融服务经验，专注于高净值客户管理与组织发展。作为国际龙奖终身会员，他屡获殊荣，包括亚太保险精英奖、领导力奖及 IQA 白金奖。他持有淡江大学管理科学研究所 EMBA 学位。

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AI-powered leadership: Strengthening your team's performance

人工智能赋能领导力：提升团队绩效

Ying Han Ho
会议类型：
焦点会议
演讲语言：
普通话
会议日期：
2026 年 8 月 25 日（星期二）
开始时间：
13:30
Ho
Practice management
演讲语言:
普通话
英语
No items found.

Ho offers a hands-on look at how leaders can harness AI to automate routine management tasks and bring greater transparency to team operations. For leaders navigating high-pressure markets, he provides practical tools for staying agile and resilient and for building a high-performing team primed for consistent, sustainable growth.

他切实剖析领导者如何运用人工智能自动化日常管理任务，增强团队运营透明度。针对高压市场中的领导者，他提供保持敏捷韧性的实用工具，助力打造持续稳定增长的高业绩团队。

Pu Li

Beijing
,
,
China
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

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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
Li
Marketing
演讲语言:
普通话
英语
No items found.

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Geng Chen

Beijing
,
,
China
入会总年份：
3
内阁会员荣誉：
1
顶尖会员荣誉：
0

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Geng Chen
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
Marketing
演讲语言:
普通话
英语
No items found.

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