WIB 2025 Agenda
This is a high-energy, interactive event that encourages collaborative learning. For each presentation, participants will engage in guided workbook exercises that prompt strategic thinking and will also benefit from structured group discussions for the exchange of ideas and shared experiences. Prepare for maximum participation to create a powerful environment for growth!
Monday, September 15
A.M./P.M.
Arrivals
11 A.M.–2 P.M.
Hospitality Lounge + GFX Tradeshow
Passport Ballroom Pre-Function
-Boxed lunches
-Tradeshow Booths
-Informal Roundtable Discussion
PART 1
The Energy Equation
2 P.M.
Welcome to Women In Business Live
Passport Ballroom I
2:15 P.M.–3:45 P.M.
Designing the Life You Want with Strategic Coach
Passport Ballroom I
Shannon Waller, Coach and Entrepeneurial Team Strategist, Strategic Coach
3:45 P.M.–4:45 P.M.
The Inner Work
Passport Ballroom I
Darcy Matz, Senior Director, Projects and Strategic Planning, FMO Distribution, Allianz
4:45 P.M.–5:45 P.M.
The Outer Expression
Passport Ballroom I
Sarah Ramsay, Owner, Style Lab
5:45 P.M.
Wrap Up
Passport Ballroom I
6 P.M.-8 P.M.
Welcome Reception and Dinner
La Voya Brasseries, Intercontinental Hotel
Tuesday, September 16
PART 2
Mindset and Momentum
7 A.M.–8 A.M.
Mindset and Momentum: A Breakfast Conversation
Passport Ballroom II
Gretchen Beatty, Senior Vice President of Agency Development, Gradient Financial Group
PART 3
The Female Factor
8 A.M.–9:15 A.M.
Language that Connects ( But May Not Be Enough): Show Me the Plan
Passport Ballroom I
Lori Seaton, Director of Strategic Business Development, North American
9:15 A.M.–10:30 A.M.
Redefining the State of the Industry Panel Discussion
Passport Ballroom I
Jaime Malm, Senior Vice President, Gradient Annuity Brokerage
Brooke Tucker, Director of Agency Development, Gradient Life Brokerage
10:30 A.M.–11:45 A.M.
Experiences that Inspire: Client Events Reimagined
Passport Ballroom I
Patti Hausherr, VP Sales Strategy Leader, Athene
11:45 A.M.–12 P.M.
Case Central Showcase
Passport Ballroom I
Jocelyn Muehlbauer, Design Team Manager, Case Central
-Retirement Compass Report
-Social Security Maximization Report
-Financial Overview Report
12 P.M.–1 P.M.
Lunch and GFX Tradeshow
Passport Ballroom II and Pre-function
1 P.M.–2:15 P.M.
Brands that Attract: Positioning Yourself for the Female Client
Passport Ballroom I
Jenny Luttenberger, KDWB Local Morning Show Co-Host
2:15 P.M.–2:30 P.M.
Luson Media Showcase
Passport Ballroom I
Carlyn Hosking, Vice President, Luson Media
-Pieces of the Future sales system
-Elephant in the Room sales system
-Branding and Media Opportunities
PART 4
Conversations that Convert
2:30 P.M.–3:15 P.M.
Tools that Empower: Technology for Elevated Engagement
Passport Ballroom I
Kaitlin Rahon, Vice President, Nextek
3:15 P.M.–4:30 P.M.
Conversations that Convert: Breakouts and Role Play
Revenue generating: Passport Ballroom I
Non-revenue generating: Horizon
4:30 P.M.–5 P.M.
10 Big Ideas and Wrap Up
Passport Ballroom I
Gretchen Beatty, Senior Vice President of Agency Development, Gradient Financial Group
5:45 P.M.
Depart for Closing Reception and Dinner
Hotel Lobby
Please gather and begin to board shuttles at 5:30 p.m. from hotel lobby
6:15 P.M.–8:15 P.M.
Closing Reception and Dinner
Mall of America - Parkview Event Center
Wednesday, September 17
A.M./P.M.
Departures
Hotel Lobby
The skywalk to MSP Airport is not available for departures due to security gate staffing.
Airport shuttle departs from hotel lobby and runs every 20 minutes.
7:30 A.M.–8:30 A.M.
Breakfast and GFX Tradeshow
Passport Ballroom II and Pre-function
Attendees who are staying for Gradient Securities Annual Meeting and Elite Advisor Forum, please click the links to access their respective agenda.
Attendees who are staying for Elite Advisor Forum have a pre-scheduled invitation-only consultation on Wednesday. Please contact Events and Travel your specific consultation time.
Monday, September 15
A.M./
P.M.
Arrivals
11 A.M.–
2 P.M.
Hospitality Lounge + GFX Tradeshow
Passport Ballroom Pre-Function
-Boxed lunches
-Tradeshow Booths
-Informal Roundtable Discussion
PART 1
The Energy Equation
2 P.M.
Welcome to Women In Business Live
Passport Ballroom I
2:15 P.M.–
3:45 P.M.
Designing the Life You Want with Strategic Coach
Passport Ballroom I
Shannon Waller, Coach and Entrepeneurial Team Strategist, Strategic Coach
3:45 P.M.–
4:45 P.M.
The Inner Work
Passport Ballroom I
Darcy Matz, Senior Director, Projects and Strategic Planning, FMO Distribution, Allianz
4:45 P.M.–
5:45 P.M.
The Outer Expression
Passport Ballroom I
Sarah Ramsay, Owner, Style Lab
5:45 P.M.
Wrap Up
Passport Ballroom I
6 P.M.–
8 P.M.
Welcome Reception and Dinner
La Voya Brasseries, Intercontinental Hotel
Tuesday, September 16
PART 2
Mindset and Momentum
7 A.M.–
8 A.M.
Mindset and Momentum: A Breakfast Conversation
Passport Ballroom II
Gretchen Beatty, Senior Vice President of Agency Development, Gradient Financial Group
PART 3
The Female Factor
8 A.M.–
9:15 A.M.
Language that Connects ( But May Not Be Enough): Show Me the Plan
Passport Ballroom I
Lori Seaton, Director of Strategic Business Development, North American
9:15 A.M.–
10:30 A.M.
Redefining the State of the Industry Panel Discussion
Passport Ballroom I
Jaime Malm, Senior Vice President, Gradient Annuity Brokerage
Brooke Tucker, Director of Agency Development, Gradient Life Brokerage
10:30 A.M.–
11:45 A.M.
Experiences that Inspire: Client Events Reimagined
Passport Ballroom I
Patti Hausherr, VP Sales Strategy Leader, Athene
11:45 A.M.–
12:00 P.M.
Case Central Showcase
Passport Ballroom I
Jocelyn Muehlbauer, Design Team Manager, Case Central
-Retirement Compass Report
-Social Security Maximization Report
-Financial Overview Report
12 P.M.–
1 P.M.
Lunch and GFX Tradeshow
Passport Ballroom II and Pre-function
1 P.M.–
2:15 P.M.
Brands that Attract: Positioning Yourself for the Female Client
Passport Ballroom I
Jenny Luttenberger, KDWB Local Morning Show Co-Host
2:15 P.M.–
2:30 P.M.
Luson Media Showcase
Passport Ballroom I
Carlyn Hosking, Vice President, Luson Media
-Pieces of the Future sales system
-Elephant in the Room sales system
-Branding and Media Opportunities
PART 4
Conversations that Convert
2:30 P.M.–
3:15 P.M.
Tools that Empower: Technology for Elevated Engagement
Passport Ballroom I
Kaitlin Rahon, Vice President, Nextek
3:15 P.M.–
4:30 P.M.
Conversations that Convert: Breakouts and Role Play
Revenue generating: Passport Ballroom I
Non-revenue generating: Horizon
4:30 P.M.–
5:00 P.M.
10 Big Ideas and Wrap Up
Passport Ballroom I
Gretchen Beatty, Senior Vice President of Agency Development, Gradient Financial Group
5:45 P.M.
Depart for Closing Reception and Dinner
Hotel Lobby
Please gather and begin to board shuttles at 5:30 p.m. from hotel lobby
6:15 P.M.–
8:15 P.M.
Closing Reception and Dinner
Mall of America - Parkview Event Center
Wednesday, September 17
A.M./
P.M.
Departures
Hotel Lobby
The skywalk to MSP Airport is not available for departures due to security gate staffing.
Airport shuttle departs from hotel lobby and runs every 20 minutes.
7:30 A.M.–
8:30 A.M.
Breakfast and GFX Tradeshow
Passport Ballroom II and Pre-function
Attendees who are staying for Gradient Securities Annual Meeting and Elite Advisor Forum, please click the links to access their respective agenda.
Attendees who are staying for Elite Advisor Forum have a pre-scheduled invitation-only consultation on Wednesday. Please contact Events and Travel your specific consultation time.
Build connections.
Grow your business.
Join one of the best women’s events in financial services.
Women In Business LIVE brings together forward-thinking female financial services professionals to share ideas and hear from other successful women in the industry.
“I loved the opportunity to meet other women…we all have some similar advantages and disadvantages in business, so just supporting each other was HUGE!”
- 2024 Women In Business attendee
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WOMEN
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WOMEN
women expert speakers have shared game-changing strategies.
Why WIB Live?
Expand your network
Connect with other women in the industry to share solutions to common challenges and build lifelong bonds.
Stock your toolbox
Get more out of the tools you’re currently using and discover new technologies that can power your business.
Take it from the top
Hear from experts about new techniques, tactics and processes that can clear your path to growth.
Connect with female consumers
Learn how to leverage your understanding of women's unique challenges to attract prospects and nurture existing relationships.
2025 Speakers
Patti Hausherr
VP Sales Strategy Leader at Athene
Patti Hausherr has extensive experience in the financial industry. Patti currently holds the position of VP Sales Strategy Leader at Athene since 2022. Previously, they worked as VP, Practice Management at Global Atlantic Financial Group from 2018 to 2022. Prior to that, they served as a Divisional Sales Manager at Protective Life from 2015 to 2018. Patti also founded and directed PHConsulting, LLC from 2013 to 2015, where they focused on serving the Women's Market and creating strategic partnerships with financial professionals. Patti worked as a Divisional Sales Manager at MetLife from 2007 to 2012 and as the Director of Specialty Markets - Private Wealth Management at The Hartford from 2005 to 2007. Additionally, Patti has held various roles at Fleet Financial Group, Inc. and Bankmark earlier in their career.
Patti Hausherr completed their Bachelor of Science degree in Marketing from FIT between the years 1982 and 1986.
Sarah Ramsay
Founder of The Style Lab
Sarah Ramsay is the founder of The Style Lab, a modern styling studio in Minnesota offering made-to-order clothing and capsule wardrobe services for men and women. With a background in designer trunk shows and custom menswear, Sarah built her reputation as a top national fitter and wardrobe curator for executives and professionals. Today, she helps high-performing women build intentional wardrobes that include custom suiting, silk blouses, travel-ready essentials, and color consultations—all designed to save time, simplify dressing, and boost confidence in and out of the office.
Jenny
Luttenberger
Co-Host & Executive Producer
of the KDWB Morning Show
A native of Fond du Lac, WI, Jenny graduated from the University of Minnesota with a degree in Strategic Communications. Jenny has loved Radio ever since her internship and now is one of the industry's best known producers, having won the Gracie award for Producer of the Year. You won't meet anyone more active or busy than Jenny! Between pickleball, hiking, kickball, working out, enjoying her camper van and socializing with friends, Jenny loves living an active lifestyle. Always supportive, always friendly and always a great listener, you'll find Jenny with her iced coffee, running the Dave Ryan in The Morning Show!
Lori Seaton
Director of Business Development
Lori Seaton is Director of Strategic Business Development at Sammons Financial Group Companies and possesses nearly 20 years’ experience in financial services. She brings expertise in annuities, advisory solutions, portfolio management, and marketing. Lori leads a competitive intelligence team, identifies growth opportunities, and shares thought leadership across the industry. She also champions North American Annuity’s Empower Women & Wealth initiative, supporting female advisors and consumers. Lori is Founding Chair of NAFA’s Women’s Annuity Network and serves on its education and membership committees. She’s also an active member of Women in Insurance & Financial Services (WIFS).
Darcy Matz
Senior Director of Projects and Strategic Planning for FMO Distribution at Allianz
Darcy Matz is a dynamic leader with more than 20 years in financial services, distribution strategy, and advisor development. As Senior Director of Projects and Strategic Planning for FMO Distribution at Allianz, she drives strategic initiatives to grow distribution and strengthen partnerships. Her past roles include Senior Director of Distribution Training at Allianz and Chief Field Development & Marketing Officer at Questar. Darcy has a strong background in advisor training, recruitment, and mentorship. A University of Minnesota graduate, she excels at connecting people to opportunities and creating impactful, lasting experiences across the industry.
Shannon Waller
Coach and Entrepreneurial Team Strategist at Strategic Coach
Shannon Waller, a seasoned expert on entrepreneurs and entrepreneurial teams, has been with Strategic Coach® since 1991. She is renowned for creating The Entrepreneurial Team® Program, designed to cultivate a winning entrepreneurial attitude among team members. As a coach, speaker, podcaster, and author, Shannon's work emphasizes Unique Ability® Teamwork and provides actionable strategies for team success, as evidenced in her books The Team Success Handbook and Multiplication By Subtraction. She is also co-author of Superpowered and the bestselling book Unique Ability® 2.0: Discovery, the creator and host of the Team Success podcast, and co-host with Dan Sullivan of Inside Strategic Coach.
An avid fan and curator of psychometric profiles, Shannon's a Kolbe Certified™ Consultant since 1995 and the 2015 recipient of the Kolbe Professional Award for individual leadership in building conative excellence. She’s also certified in DISC and PRINT®, and is a Working Genius® Facilitator
InterContinental Hotel
InterContinental Hotel
5005 Glumack Drive
Minneapolis, MN 55450
Telephone: 612.725.0500
Website: intercontinentalmsp.com
Located at the Minneapolis-St. Paul International Airport, the InterContinental is the perfect blend of convenience and luxury. With breathtaking views of both the Minneapolis and St. Paul skylines, unique dining experiences and Minnesota-curated guestrooms, the InterContinental is an ideal location to host our premier event!
Let the InterContinental set a backdrop that inspires you to learn, connect and grow, giving you the fundamentals that allow your practice to soar to new heights.
Where women take control of financial services.
Where women take control of financial services.
FAQ
2025 Sponsors
For financial services professionals use only.