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所列的傳譯語言場次分配俱為暫定。2026 年百萬圓桌全球會議的官方語言是英文。百萬圓桌提供主場會議的同聲傳譯，並為指定焦點會議提供最多 12 種語言的傳譯服務（當至少 50 名註冊與會者要求用同一種語言時）。  您必須在註冊時提出同聲傳譯的要求。提交同聲傳譯申請的截止日期是 2026 年 6 月 28 日。

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

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入會總年份：
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頂尖會員榮譽：

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
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
1:30 pm
Chan Chee Onn; Teo; Weijiang Andy
August 24, 2026
演講語言：
英文
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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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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
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Czerlikowska; Kiraly; Lee
August 25, 2026
演講語言：
英文
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; Jenkins Halili; Chi Teng Han, CIAM, ChFC/S; Tomas Skvarenina

Colombo
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入會總年份：
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頂尖會員榮譽：

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; Jenkins Halili; Chi Teng Han, CIAM, ChFC/S; Tomas Skvarenina
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
3:00 pm
Godagama, Halili, Han, Skvarenina
August 24, 2026
演講語言：
英文
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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, Dip PFS & Subhas V. Nathan

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入會總年份：
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頂尖會員榮譽：

Vincent Gan，ChFC、CLU 是 Great Eastern Financial Advisers Singapore 的執行資深總監，於金融服務業深耕 20 年。他專精於代理人團隊領導、培訓與發展，致力協助理財顧問實現具使命感且可持續的成長。畢業於新加坡國立大學的 Gan，不但擔任多個業界委員會職務及獲邀至國際論壇演講，更屢獲公司與行業殊榮肯定。

Clay Gillespie，CFP、CLU 將出任 2026 年度百萬圓桌第一副會長。身為百萬圓桌基金會的神劍騎士，Gillespie 在 2023 年擔任百萬圓桌財務分會的全球理事會成員，也曾在 2019 年任職頂尖會員全球理事會成員兼顧問委員會主席。他是 2015 年百萬圓桌年會焦點會議委員會的隊長，並曾在頂尖會員分會轄下的好幾個委員會擔任主席。Gillespie 是一名理財顧問、投資組合經理兼 RGF Integrated Wealth Management 的董事總經理。  

Simon D. Lister，Dip PFS 將出任 2026 年度百萬圓桌秘書長。他是 2025 年百萬圓桌年會會議籌備部門的全球理事會成員。此前他曾任 2024 年百萬圓桌年會主場會議委員會主席、2023 年百萬圓桌年會焦點會議委員會主席，以及 2021 年頂尖會員分會全球理事會成員兼顧問委員會主席。他也是百萬圓桌基金會的「白金騎士」和核心集團成員。Lister 是一名獨立理財規劃師兼 ML Financial Associates 的董事總經理。

Subhas V. Nathan 是 Prudential Assurance Company 的高級金融服務總監。他領導著 Eminence Group 的團隊，麾下共有超過 200 名顧問。Nathan 的專長是團結組織，鼓勵每名顧問交出卓越表現。他持有物理學學士學位，並曾榮獲多項 Million Dollar 和 Multi-Million Dollar Agency 獎項。

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.

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百萬圓桌系列品牌如何成為職業路上每個階段的資源

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

Vincent Gan, ChFC, CLU, Clay Gillespie, CFP, CLU, Simon D. Lister, Dip PFS & Subhas V. Nathan
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
4:30 pm
Gan, Gillespie, Lister & Nathan
Whole Person
August 25, 2026
演講語言：
英文
印尼語
廣東話
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瞭解 MDRT Academy 和 MDRT Center for Field Leadership 如何協助您和其他顧問，在職業生涯的每個階段都能學習與成長。MDRT Academy 的成立初衷，是協助顧問提升至百萬圓桌業績水平；而 MDRT Center 則聚焦為前線和在家辦公室領袖提供資源。參加這場會議以瞭解更多。

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.

Brian Burgess; Corey Williams

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New Zealand
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Brian W. Burgess 由 1996 年起成為顧問，現時為 SwainWoodham Group 的合夥人。他專精於個人及企業風險市場。

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Corey Williams 是 SwainWoodham Group  的合夥人，專注於僱員福利領域，積極倡導「預防勝於治療」的理念。憑藉逾 30 年在紐西蘭及英國的銀行、銷售與市場推廣經驗，Williams  為其工作帶來國際視野。他曾任體育經理人，在國際層面與奧運獎牌得主及世界冠軍展開合作。

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.

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專為卓越實踐「全人理念」而精心構建 —創造「可持續成功」背後的系統

Engineered for Whole Person excellence: The systems behind sustainable success

Brian Burgess; Corey Williams
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
9:00 am
Burgess; Williams
Whole Person
August 25, 2026
演講語言：
英文
印尼語
廣東話
日文
韓文
普通話
泰文

生意夥伴 Burgess 與 Williams  分享一套架構，這套架構幫助他們將原本以高壓力驅動運行的顧問業務，轉型為高業績的穩定模式。他們一同提出務實的藍圖，透過設計一套以高價值工作為優先的系統，同時減省不必要的壓力，在業務方面、以至人生層面實現持續成功。

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.

Marta Borbala Kiraly

Singapore
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Hungary
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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
會議類型：
全球服務
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
3:00 pm
Kiraly
August 25, 2026
演講語言：
英文
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.

Andrew Ang Choon Her, ChFC, CIAM

Singapore
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Singapore
入會總年份：
9
內閣會員榮譽：
0
頂尖會員榮譽：
0

Andrew Ang Choon Her，ChFC、CIAM 是 Prudential Assurance Company Singapore 的金融服務總監，擁有超過 24 年金融諮詢與領導經驗。身為認證 NLP 培訓師兼五本書的作者，他將行為科學融入理財規劃中，致力協助客戶與顧問實現成功的全人發展。Ang Choon Her 以工程師背景起步，曾創辦一間 IT 公司並經營三年，隨後毅然投身金融服務業。他同時也是心理健康倡議者，並擔任 Caregiver Alliance Ltd 與 CPF Board 志願者培訓師。

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.

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《整合 AI 以重塑代理人團隊管理的人文價值》

Integrating AI to rehumanize your agency management

Andrew Ang Choon Her, ChFC, CIAM
會議類型：
焦點會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
4:30 pm
Ang Choon Her
Practice management
August 24, 2026
演講語言：
英文
日文
韓文
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Ang Choon Her 表示，代理人團隊領袖可以運用 AI，目的非在取代人力，而是為團隊奪回寶貴時間。學習一套五分鐘的「策略到指導」工作流程，將繁複報告轉化為具同理心的高效團隊對話，從而提升業績、強化合規信心，並深化人文連繫；同時探索 AI 如何成為您的策略合作夥伴，為更智能、更人性化的領導力賦能。

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.

Cheng Huann Yeoh, ChFC, CLU

Singapore
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Singapore
入會總年份：
14
內閣會員榮譽：
6
頂尖會員榮譽：
0

Cheng Huann Yeoh，ChFC、CLU 投身金融服務專業 16  年，專注為在職專業人士和企業東主提供退休與遺產規劃。他基於信任的四大支柱，透過以信任為本的關係和轉介紹，建立起自己的業務。除了諮詢工作外，Yeoh  亦積極參與演講，分享關於建立個人關係與組織發展的見解。他亦著有兩本書籍，詳述其人生歷程及邁向團隊領導之路。

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.

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《信任的 4 大支柱：如何與客戶建立連繫與信心》

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

Cheng Huann Yeoh, ChFC, CLU
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
9:00 am
Marketing
August 25, 2026
演講語言：
英文
印尼語
廣東話
日文
韓文
普通話
泰文

Yeoh  指出，雖然信任是每一段持久客戶關係的基石，但往往被視作一種需要贏取的情感，而非可以刻意建立的紀律。他將闡釋「信任的四大支柱」——能力、可靠、關懷與真誠——如何有助建立更穩固的連繫，並增強客戶信心。

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.

Azran Osman-Rani

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Malaysia
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Azran  Osman-Rani 是數碼健康初創公司 Naluri 的行政總裁及聯合創辦人。他的職業生涯滿載突破性成就，包括在擔任 AirAsia X  行政總裁期間，率先開創了低成本長途航空經營模式，並在六年內帶領公司由初創企業發展為 IPO 上市。Osman-Rani  是數碼健康與創新領域中高瞻遠矚的領導者；加上其橫跨航空、媒體及管理顧問的背景，為醫療保健科技領域帶來豐富經驗，完美體現他運用科技來造福社會的努力與承諾 —  這些貢獻和成就，使他能夠立於健康、科技與商業創新的交匯點，發揮重要影響力。

Azran Osman-Rani is the CEO and co-founder of the digital health startup Naluri. His career trajectory is marked by groundbreaking accomplishments, including pioneering low-cost, long-haul aviation as CEO of AirAsia X, where he orchestrated the company’s growth from startup to IPO in six years. As a visionary leader in digital health and innovation and with a background spanning aviation, media and management consulting, Osman-Rani brings a wealth of experience to the forefront of health care technology, exemplifying his commitment to leveraging technology for societal betterment — and making him a compelling voice on the intersection of health, technology and business innovation.

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好奇心與勇氣 — 百萬思維模式

Million-dollar mindsets of curiosity and courage

Azran Osman-Rani
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 24 日（星期一）
開始時間：
9:00 am
Osman-Rani
August 24, 2026
演講語言：
英文
印尼語
廣東話
日文
韓文
普通話
泰文

您能如何運用好奇心，發掘未被滿足的客戶需求，並創造出簡單而創新的服務，以加入獨特價值？Osman-Rani  淬煉出三種實用方法，以磨煉出百萬思維模式，同時採納「全人理念」，在事業、健康與人生實現巔峰表現。

How can you use curiosity to identify unmet needs of clients and create simple, innovative services that add unique value? Osman-Rani distills three practical ways to hone million-dollar mindsets while embracing the Whole Person concept of peak performance in business, health and life.

Laura Vanderkam

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PA
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United States
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Laura Vanderkam 是一名時間管理與生產力專家，著有數本關於這些主題的書籍，包括她最新的著作《重要時間：通往時間充裕的簡單路徑》(Big Time: A Simple Path to Time Abundance)。她是《早餐之前》(Before Breakfast) 播客的主持人，也是《兩全其美》(Best of Both Worlds) 播客的共同主持人，其作品曾於多處刊登，包括《紐約時報》、《華爾街日報》、《快公司》雜誌和《財富》雜誌。

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Laura Vanderkam is a time management and productivity expert who has authored several books on these topics, including her latest, “Big Time: A Simple Path to Time Abundance.” She is the host of the Before Breakfast podcast, co-host of the Best of Both Worlds podcast, and her work has appeared in publications including The New York Times, The Wall Street Journal, Fast Company and Fortune.

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《168 小時：全天候實現工作與生活成功》

168 hours: Succeeding at work and life, 24/7

Laura Vanderkam
會議類型：
主場會議
演講語言：
英文
會議日期：
2026 年 8 月 25 日（星期二）
開始時間：
9:00 am
Vanderkam
August 25, 2026
演講語言：
英文
印尼語
廣東話
日文
韓文
普通話
泰文

我們總覺得一天之中永遠沒有足夠的時間，但要是我們能以更宏觀的角度看待時間，那又會怎樣？Vanderkam 將分享如何搞清楚時間的真正去向、選擇優先事項，並建立喘息空間，讓您能平息混亂、完成更多事情。

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It feels like there are never enough hours in the day, but what if we look at time more broadly? Vanderkam shares how to figure out where the time really goes, choose priorities, and build in breathing room so you can calm the chaos and get more done.

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更多資訊敬請期待
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