Financial & Insurance Planners

Fulfill your potential with one of the largest networks of meeting professionals.

Financial and Insurance Professionals


Nearly 600 MPI members work in the financial and insurance sector, which is estimated to support more than 500,000 meetings industry-related jobs in the U.S. This industry segment is a significant part of UK, European and Asian economies. It’s a diverse and dynamic community of Financial and Insurance Planners that MPI is proud to support with peer-to-peer activities and targeted education designed to help them succeed at work and overcome the unique challenges they face.



Board Member:

Judy McLaughlin -



Already a member? Join the online Financial Planners Community on the MPI Forums.

Members of the Financial & Insurance Planner community receive all the benefits of MPI membership, plus so much more.

MPI Academy Webinars

Free community-related educational webinars

Meeting Planner Online Communities

Access to the Finacial & Insurance Planner online community

WEC Event Planner Education

Community relevant education at MPI’s  World Education Congress (WEC


Invitations to community meet-ups and other social activities

MPI Academy Certificate Courses

24/7 access to on-demand community-relevant education.
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MPI Academy White Papers

Free access to the Essential Guide to Safety and Security.

Who is Eligible to Join?


MPI members who plan meetings for financial or insurance companies are eligible to join MPI’s Financial and Insurance Planners community, whether they work for a corporate for-profit, nonprofit or government institution.

Additional Education and Community Resources

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CMM Graduates 2020

Certificate in Meeting Management

Earning your CMM shows the world that you're a strategic thinker ready to assume a leadership role.

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Basics Boot Camp: Meeting Fundamentals

The basics are the most important aspects or principles that you should learn first.

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Event Crisis Communications

Event Crisis Communication

 Discover how to use time-sensitive communications channels, including social media, when it really matters. 


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Emergency Preparedness for Events

Are you securing the most important aspect of your meeting and events—the safety of your attendees? Find out how to prepare.

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The Essential Guide to Safety & Security

An essential guide to planning components, assessment tools and implementation strategies for safety and security planning at events.


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Inclusive Event Strategist

Discover how to keep a strategy of inclusion at the center of your event’s design and execution. 

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Women In Leadership

Discover the necessary skills to be considered for executive leadership roles.

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Event Marketing Strategist

Learn to measure and deploy live events to help achieve marketing and revenue goals.

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