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The XYPN LIVE 2026 Schedule is Live!
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There’s a moment at XYPN LIVE that sneaks up on people.
You walk into a crowded hallway between sessions, see a familiar face across the room, and suddenly realize you’re not “networking” anymore. You have people to say hello to. Stories to continue from Austin. A dinner reservation waiting for the friends you met two conferences ago. Someone who understands exactly what you're trying to build because they're building it, too.
That’s what happens when you find your people.
Creating that environment where you can “come home to your advisor community” takes more than bringing big names to the stage. It takes months of planning to bring the right people to the right place. So, if last year wasn’t the year you could step away from the business, let this be your sign to prioritize your personal and professional development this fall.
The 2026 lineup includes some of the biggest names in advice, technology, and practice management. Yes, there are sessions packed with takeaways you can take straight to your firm. But the value of XYPN LIVE has always been what happens between sessions, too.
You may very well find yourself in line for coffee next to someone whose substack you’ve been obsessed with, or a podcast that made your Spotify Wrapped. It's the "how are you handling this?" conversations that continue long after a roundtable ends. The spontaneous dinner that turns into a mastermind group. The pickleball match, the girls' night out, the hallway conversation that gives you the answer you've been searching for. Any community events, whether on or off the schedule, give you the opportunity to discuss the real-life challenges and opportunities of building an RIA.
That support is the part that’s hard to recreate anywhere else.
This year’s event brings the Network together again on San Diego's harbor from September 29th to October 1st. The agenda was shaped in collaboration with the Advisory Board, made up of XYPN members who are actively building firms that support the lives they want to live.
Together, they helped surface the conversations advisors are already having and the opportunities they’re exploring in their firms:
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AI & automation
The hot-button topics that are picking up speed in XYPN’s VIP Facebook group are having their moment in San Diego. Learn how advisors are using AI to create meaningful impacts within their processes.
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Firm growth & leadership
The hiring, compensation, and retention conversations that need to happen for your firm to grow beyond the founder and achieve sustainable success.
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Client experience
Discover the systems and strategies that make nurturing long-term client relationships possible at scale.
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Tech & solutions
The real-world application of the XYPN member’s tech stack that pulls the curtain back on the tools that are turning the attention back to the advice. Get an inside look at the solutions that turn advice into action.
Those topics all came together to build the XYPN LIVE schedule for 2026 that features:
- 5 Pre-Cons
- 30 Content Sessions
- 10 Roundtables
- 5 Exhibitor Sessions
- 14.5 CE Credits
- Complimentary Childcare Available
If you zoom out from the jam-packed schedule, a pattern emerges: XYPN LIVE is designed to help advisors reconnect with the reason they started their firms and reimagine the tools that can help you get there.
Here’s a small sample of the kind of sessions that make up the experience:
For the advisor looking to take the leap:
- From Scrappy to Scalable: How Operations Evolve Across Revenue Stages
- Build a Sales Process You’ll Actually Use: A Simple Framework for Consistently Converting Clients
- Progress Over Perfection: Setting (and Owning) Your Fees
- Stop Swimming Upstream: Building the Practice Only You Can
For the firm owner building a team
- The Hiring Reality Check: What Job Seekers Actually Want in 2026
- Capacity Conversations for Scaling Firms: What's Working and What Isn't
- Focused Forum: Building a Better Team
- Inside Operations: Building and Scaling the Engine of Your RIA
- From Scrappy to Scalable: How Operations Evolve Across Revenue Stages
For the solo-preneuer:
- PRE-CON: The Solo’s Path to Relief: Mapping Your First Hire
- Designing a Firm That Supports Your Life
- The Business of Enough
- I Want to Stay Solo, But I Need Help: Hiring The Right Support
- Service Creep vs. True High-Touch: The Service Shift that Changes Everything
The schedule is live, and your community is waiting. Whether you’re looking for practice strategies, honest conversations with peers, or simply a few days to step back and think about the future of your firm, XYPN LIVE is designed for exactly that.
Grab your pass, bring your team (and even your family with complimentary onsite childcare), and start planning your week in sunny San Diego. We can’t wait to see you there!
About the Author
Colby Fey is XYPN's Content Designer. In her role, she works to create member-centered designs that help bring the XYPN experience to life. When she isn't busy supporting the connections that matter, she loves to go camping in the Pacific Northwest.
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