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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。

Karunyaporn Thanomsap

Bangkok
,
,
Thailand
入会总年份：
11
内阁会员荣誉：
9
顶尖会员荣誉：
2

Karunyaporn Thanomsap is a district manager at AIA Thailand and the founder of SUPP Future Solutions, a next-generation financial advisory firm. She holds a master’s degree in advertising and marketing and has more than 11 years of experience in financial services. Specializing in holistic financial planning for the high-net-worth, Thanomsap is passionate about helping her clients achieve clarity and confidence in life and with money.

Karunyaporn Thanomsap 是泰国友邦保险区域经理，同时也是新生代财务咨询公司 SUPP Future Solutions 的创始人。她拥有广告与市场营销硕士学位，在金融服务领域深耕逾 11 年。作为专注高净值人群整体理财规划的专家，Thanomsap 致力于帮助客户在人生与财富管理中获得清晰认知与坚定信心。

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The power of clarity: How to make clients say yes faster

清晰的力量：如何让客户更快地说“愿意”

Karunyaporn Thanomsap
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
Thanomsap
Practice management
演讲语言:
英语
No items found.

Most clients don’t say no because they disagree, Thanomsap says. They say no because they don’t understand. She shares how clarity is not about simplifying facts but about truly understanding people through the C.L.E.A.R. framework, a method she developed to help advisors ask better questions, listen with intention and interpret what clients really mean.

Thanomsap 指出，大多数客户说“不”并非因为他们不认同，而是因为他们不理解。她通过 C.L.E.A.R. 框架阐释清晰的真谛，其核心在于透过现象洞察本质，而非简单化事实，这一框架旨在帮助顾问提出更好的问题、进行有目的的倾听，并解读客户的真实意图。

Jiawei Zhang

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

Jiawei Zhang serves as chief knowledge officer for Jiangsu Luxihe Food Group and Guangdong Wenggu Testing Group, and as both independent director and chief knowledge officer of Qingdao Mingyue Seaweed Group. He is dean of the Global Innovation Business School and holds a chair professorship in business design innovation. He earned his doctorate in psychology from Renmin University of China.

张嘉伟，现任江苏泸溪河食品集团、广东稳固检测集团首席知识官（CKO）/青岛明月海藻集团独立董事、首席知识官。dGlobal创新商学院院长/商业设计创新讲席教授。中国人民大学心理学博士。

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Precision closing strategies for high-net-worth clients

高客精准成交策略

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

Zhang goes beyond conventional techniques to help you rebuild the mental operating system that drives your performance in high-stakes client conversations. Come with your challenges. Leave with a strategy to close.

带着问题而来，带着成交策略而走。 本演讲将超越技巧层面，重新设计自己在成交中的“心智操作系统”。

Romel Rivera Garganera

CALGARY
,
AB
,
Canada
入会总年份：
11
内阁会员荣誉：
5
顶尖会员荣誉：
5

Romel Rivera Garganera is a certified financial planner who started from ground zero and has become a top advisor as well as an international speaker across Singapore, France, Turkey, Australia, Thailand, Macau, the United States and the Philippines, inspiring audiences to turn adversity into achievement through mindset, strategy and purpose.

Romel Rivera Garganera 是一位认证理财规划师，从零起步，如今已成为顶尖顾问及国际演讲者，足迹遍布新加坡、法国、土耳其、澳大利亚、泰国、澳门、美国和菲律宾等地。他激励听众通过调整心态、制定策略并确立目标，将逆境转化为成就。

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From nothing to something: How to build success from the ground up

从零到卓越：如何白手起家铸就非凡

Romel Rivera Garganera
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
Garganera
Advising Clients
演讲语言:
英语
No items found.

How did faith, mindset and strategic systems transform Garganera’s journey from a foreigner with no network into one of Singapore’s top financial consultants? He explains how you can develop a visionary mindset to overcome limitations, apply proven referral and branding systems that generate consistent results, and integrate purpose and giving back as core business strategies.

Garganera 如何凭借信念、思维格局和策略体系，从一个毫无人脉的异乡人，成长为新加坡顶尖理财顾问之一？他将解释如何培养远见卓识，突破自身局限；如何运用经过验证的转介绍和品牌塑造体系，持续创造佳绩；如何将使命与回馈社会融入核心商业战略。

Star Bobatoon, Esq.

Fairfax
,
VA
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Star Bobatoon, Esq., is a powerhouse keynote speaker, AI-certified communication and storytelling coach, and dynamic facilitator on a mission to amplify voices and transform how leaders connect and inspire. Former performer and attorney turned speaker, Bobatoon blends legal precision with stage presence to make communication unforgettable. She’s worked with brands like Toyota, the Washington Nationals and WWF, helping professionals deliver impactful messages, build presence, and lead with confidence and clarity.

Star Bobatoon 律师是一位极具感染力的主题演讲人、人工智能认证的沟通与故事教练，也是一个充满活力的导师，致力于帮助领导者传递声音、重塑沟通与激励方式。Bobatoon 曾是执业律师，后转型为演讲者，将法律思维的严谨与舞台表现的魅力相结合，让每一次沟通都令人难忘。她曾与丰田、华盛顿国民队、WWF 等品牌合作，帮助专业人士传递有影响力的信息、塑造个人魅力、以自信清晰的方式引导他人。

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Storytelling that sells — influence with impact

故事销售力——用故事创造影响力

Star Bobatoon, Esq.
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：
15:00
Bobatoon
Marketing
演讲语言:
英语
No items found.

Whether you’re presenting an idea, pitching a product or leading a client conversation, you can turn everyday moments into stories that influence decisions and drive results. Bobatoon explains how to connect authentically, communicate value powerfully and inspire confident buying choices — without ever feeling pushy.

无论是阐述理念、推介产品，还是引导客户对话，您都可以将日常经历转化为能影响决策、促成结果的故事。Bobatoon 将解释如何真诚地建立联系、有力地传递价值、激发客户的购买信心——整个过程自然流畅。

Yoshiko Kadono

Tokyo
,
,
Japan
入会总年份：
8
内阁会员荣誉：
4
顶尖会员荣誉：
1

Yoshiko Kadono???? represents K.K. Risk Management Laboratory. She specializes in business succession consultation with 10 years of experience in the business. Formerly, she was a receptionist at an ophthalmic clinic. While with MetLife, she won the National Championship of Money Seminar Award.

角野好子代表K.K. Risk Management Laboratory。她专注于企业传承咨询领域，拥有十年从业经验。此前曾任职于眼科诊所接待员，在大都会人寿任职期间，荣获全国理财研讨会冠军奖。

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Insurance enables successful business succession: Lessons from giving up my father’s legacy

保险助力企业传承：放弃父亲遗产的启示

Yoshiko Kadono
会议类型：
焦点会议
演讲语言：
日语
会议日期：
2026 年 8 月 24 日（星期一）
开始时间：
15:00
Kadono
Advising Clients
演讲语言:
日语
英语
No items found.

When Kadono’s father passed away with debts exceeding 100 million yen (USD 700,000), she truly came to understand the meaning of his legacy. The era of “major business succession” has begun. Insurance is not just numbers; it is a tool of love that connects human bonds to future generations. Kadono shares how she uses this powerful tool to convey business leaders' visions to the next generation.

当角野的父亲带着逾 1 亿日元（70 万美元）债务离世时，她才真正领悟到父亲遗产的意义。“大企业继承时代”时代已然开启。保险不止是数字，更是将人与人之间羁绊联系至未来的“爱之工具”。角野好子将分享如何运用这一强大工具，将企业家的愿景传递给下一代。

Christine Zhao

Auckland
,
,
New Zealand
入会总年份：
9
内阁会员荣誉：
5
顶尖会员荣誉：
1

Christine Zhao is a financial advisor and director of Maxicare Financial Services Ltd. With more than 10 years of experience specializing in life and health insurance, she is known for building client-centered systems that combine clarity, empathy and structure. A nine-year International Dragon Award winner, Zhao currently serves as New Zealand North Island Chair on MDRT’s MCC.

Christine Zhao 现任 Maxicare Financial Services Ltd. 理财顾问兼董事。拥有 10 余年人寿和健康保险领域的专业经验，以构建融合清晰思路、同理心和结构化的以客户为中心体系而闻名。连续九年荣获国际龙奖，Zhao 目前担任百万圆桌 MCC 新西兰北岛主席。

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How a solo advisor builds scale and calm

独立顾问如何从容打造规模化业务

Christine Zhao
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：
15:00
Zhao
Practice management
演讲语言:
普通话
英语
No items found.

Zhao explores how a solo advisor can build a practice that grows with calm and clarity. Drawing from her experience as a bilingual advisor, she shares three frameworks that simplify client service and workflow: a three-question decision filter, a 90-day learning loop and a weekly service rhythm.

Zhao 将探讨独立顾问如何从容打造一个方向清晰、稳步成长的事业。结合担任双语理财顾问的实战经验，她将分享三个简化客户服务和工作流程的框架：三问决策筛选法、90 天学习循环和每周服务节奏。

Elijah Tan

Singapore
,
,
Singapore
入会总年份：
4
内阁会员荣誉：
3
顶尖会员荣誉：
0

Elijah Tan is associate director at PFPFA and has been in financial services for three years, specializing in estate planning and analytical financial planning. His previous experience includes working in financial controls and quantitative finance. Tan graduated with first-class honors and as a valedictorian candidate from Singapore Management University with a double degree in economics and psychology. He has served as a keynote speaker across other agencies and has received awards for his accomplishments, such as the International Dragon Award, and was nominated for Financial Agent of the Year.

Elijah Tan 现任 PFPFA 副总监，拥有三年金融服务经验，专精遗产规划与分析型财务规划，此前曾从事财务控制与量化金融工作。Tan 以一等荣誉学位毕业于新加坡管理大学，获经济学与心理学双学位，并荣膺毕业典礼致辞人。他曾担任多家机构的主题演讲人，屡获国际龙奖等殊荣，并入围年度理财代理人提名。

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7-foot man among the 6-foot giants: The psychology of being different

巨人中的领跑者：与众不同的心理学

Elijah Tan
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：
15:00
Tan
Advising Clients
演讲语言:
英语
No items found.

How we advance relationships with cold prospects lies in the subtleties of all that we do, Tan says. Learn valuable insights to help prospects grow fond of you faster from a psychology enthusiast who has done 90% of his sales through the cold market and getting referrals.

Tan 指出，我们如何推进与陌生潜在客户的关系，藏匿于所有行动的细微之处。这位心理学爱好者通过陌生客户开发和转介绍完成了 90% 的业绩，他将分享宝贵见解，助您更快赢得潜在客户的好感。

Ellen Rogin, CPA, CFP

Highland Park
,
IL
,
United States
入会总年份：
内阁会员荣誉：
顶尖会员荣誉：

Ellen Rogin, CPA, CFP, worked as a financial advisor for 28 years before selling her successful wealth management business. A sought-after speaker and a money expert, Rogin has trained thousands of financial advisors and entrepreneurs around the world, helping them increase their wealth, expand their businesses and improve their relationships with money so they can lead happier, more fulfilling lives.

Ellen Rogin，CPA、CFP，在成功出售其财富管理公司前，拥有 28 年理财顾问从业经验。作为广受赞誉的演讲者和财富专家，Rogin 已培训全球数千名理财顾问与企业家，助力他们积累财富、拓展事业、改善金钱关系，从而过上更幸福充实的人生。

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Prosperity from the inside out

由内而外的成功

Ellen Rogin, CPA, CFP
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：
15:00
Rogin
Whole Person
演讲语言:
英语
No items found.

Most people carry unspoken beliefs about money that quietly shape their behavior, business growth and peace of mind. Rogin explains how to listen for intuitive guidance, clear hidden money blocks and cultivate a more empowered, aligned relationship with wealth and well-being.

大多数人都有着默认的金钱观，这些观念潜移默化地影响着我们的行为、业务发展和内心的平静。Rogin 将解释如何听从自己的直觉，清除金钱设置的潜在障碍，更正确地认识财富和幸福。

Chia Fang Hsieh

Taipei
,
,
Taiwan Area
入会总年份：
28
内阁会员荣誉：
18
顶尖会员荣誉：
10

Chia Fang Hsieh is chief marketing director at Fubon Life Insurance, with expertise in wealth management, legacy planning, key talent retention programs, and tax planning and advisory. Her professional achievements include the Faith, Hope and Love Professional Consultant Award, the Gold Award in Insurance at Business Weekly's 3rd Annual King's Award and the Chairman's Award at the Fubon Life Insurance Summit.

Chia Fang Hsieh 现任富邦人寿首席营销总监，专精财富管理、传承规划、核心人才留存计划及税务规划咨询。她的专业成就包括荣获“信望爱专业顾问奖”、《商业周刊》第三届年度国王奖之保险类金奖，以及富邦人寿峰会主席奖。

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Delivering value across generations

跨世代传承价值

Chia Fang Hsieh
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：
13:30
Hsieh
Advising Clients
演讲语言:
普通话
英语
No items found.

Hsieh equips members with concrete planning frameworks and actionable strategies for guiding high-net-worth clients through retirement and wealth transfer planning. She also explores how to build meaningful communication and engagement models that significantly increase clients' motivation to take action on their long-term plans.

Hsieh 为会员提供具体的规划框架和可操作策略，指导高净值客户完成退休规划与财富传承。她还探索如何构建有意义的沟通与互动模式，显著提升客户执行长期计划的积极性。

Panos Leledakis

Miami
,
FL
,
United States
入会总年份：
8
内阁会员荣誉：
7
顶尖会员荣誉：
6

Panos Leledakis, LUTCF, has been in the financial services profession for more than 25 years and is considered a pioneer in his field. An expert in AI and digital transformation, internet marketing strategies and cutting-edge technology, Leledakis invented two innovative programs for insurance need analysis that use the science of risk management, AI and extensive neuroscience research on risk perception. He served as president of the Panhellenic Association of Insurance Consultants from 2015 to 2019 and was honored with the esteemed “Top 25 InsurTech CEOs of 2020” global award.

Panos Leledakis，LUTCF 从事金融服务行业已超 25 年，被视为该领域的先驱。作为人工智能、数字化转型、互联网市场营销战略和顶尖科技方面的专家，Leledakis 发明了两个创新型保险需求分析项目，利用风险管理科学、人工智能和广泛的神经科学研究来感知风险。他在 2015 年至 2019 年担任泛希腊保险顾问协会主席，并荣获“2020 年 25 强保险科技 CEO”全球大奖。

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AI chatbots: The superpower for customer excellence in the experience and convenience economy

AI 聊天机器人：体验与便捷经济时代的客户服务超能力

Panos Leledakis
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：
13:30
Leledakis
Marketing
演讲语言:
英语
No items found.

In the age of AI, clients expect speed, personalization and a “wow” experience. Leledakis shares how to instantly build AI chatbots, create your own voice agent and even design a digital twin that answers clients 24/7 — along with creative uses of AI such as future-self videos and personalized AI songs that deepen emotional connection and boost referrals.

在人工智能时代，客户期待的是速度、个性化与“惊喜时刻”。Leledakis 将分享如何即刻构建 AI 聊天机器人、创建专属语音助手，甚至设计一个全天候响应客户需求的数字分身——探索人工智能的创意应用，如“未来的我”视频与个性化 AI 歌曲，这些工具能深化情感联系、增加转介绍。

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