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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。

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
August 25, 2026
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。

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
August 25, 2026
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 Ahmad 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 Ahmad 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
August 25, 2026
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. Beginning his career in the competitive Hong Kong, China, market, he has since expanded his practice across Greater China, serving more than 800 families from the Chinese mainland. Won is known for his ability to deliver sharp and personalized analysis — crafting bespoke wealth preservation and legacy strategies that empower clients to achieve their long-term financial goals.

Won Tsz Ho William 于 2011 年加入保诚保险。从香港陌生市场起家，至深耕大中华市场，服务超过 800 多个内地家庭。擅长为客户进行精准分析，并量身定制财富保全与传承方案，协助客户实现长远财富目标。

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Writing a warm future for your clients' wealth

如何为客户财富撰写一个温暖的未来

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
August 25, 2026
演讲语言:
粤语
No items found.

Won unveils how the "Iron Triangle" framework transforms a traditional will into a living life covenant. By illuminating the essential tools of legacy planning, he charts a wealth blueprint that stands the test of time.

本次演讲揭示“铁三角”架构如何将遗嘱转化为温暖的生命契约，阐明传承规划的核心工具，为客户绘制跨越时间的财富蓝图。

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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Leading innovation with excellence: Human-centered, powered by AI

以卓越引领创新：以人为本，AI 赋能

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
August 25, 2026
演讲语言:
普通话
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：

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.

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

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
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。

Geng Chen

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

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.

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

用对保险AI，成为超级个体

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
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。

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
August 24, 2026
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
August 24, 2026
演讲语言:
普通话
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
August 24, 2026
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。

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