AGENDA

JUNE 16 - EVENING OPENING RECEPTION

Monday, June 16, 2025

   

5:00 pm - 7:00 pm

Badge Pickup

Location: Minneapolis Marriott City Center - Registration Desk on 6th floor outside the Minnesota Room

8:00 pm - 10:00 pm

Welcome Reception

The Mastermind Collegium 2025 kicks off on a sweet note with the perfect mix of drinks and desserts. Set the tone as we chart our course for an amazing conference. 

Location: Minneapolis Marriott City Center - Minnesota Room and Windows/Terrace  

JUNE 17 - PROGRAMMING

Tuesday, June 17, 2025

   

7:00 am - 7:45 am

Morning Wellness - Yoga (Optional)
Blend breath-linked movement with grounding postures to enhance focus, balance, strength, and flexibility. Yoga mats and waters will be provided.

Location: Minneapolis Marriott City Center - Spring Park Bay on the 8th floor.

7:50 am | 8:10 am 

Transportation to Allianz

Shuttle 1: Begins loading at 7:50 am, to depart at 8:00 am
Shuttle 2: Begins loading at 8:10 am, to depart at 8:20 am

8:00 am - 8:50 am

Breakfast

Location: Allianz 

9:00 am - 12:30 pm

Morning Programming

  • Welcome & Opening
  • Charting Our Course: Updates, Innovations, and Insights
  • Top 4 Roundtable: Navigating Success with Industry Leaders
  • Guiding the Way: Lessons from a Top Advisor's Journey ft. Greg Hammer, Hammer Financial Group

Location: Allianz - Auditorium

12:30 pm - 1:30 pm

Lunch

Location: Allianz

1:30 pm - 5:15 pm

Afternoon Programming

  • Keynote: Robert Richman, Plotting Your Course to Excellence: Surprise and Delight your Customers and Employees
  • Navigating Growth: A Compass for Marketing & Business Development
  • Investing with Purpose: Portfolios Aligned with Your North Star
  • Your Advisor Toolkit: Resources to Power the Journey

Location: Allianz - Auditorium

5:15 pm

Return Transportation to Minneapolis Marriott City Center

6:15 pm

Transportation to Dinner Night Out

Transportation to Puttery will begin loading at 6:15 pm at the front of the Minneapolis Marriott City Center and depart at 6:25 pm.

6:30 pm - 9:00 pm

Dinner Night Out | Puttery

Continue charting your course after dark on the mini golf course at Puttery. Enjoy craft cocktails, upscale apps, and an immersive, modern mini golf experience during our night out. Just like at any Mastermind Collegium, it will be a great opportunity to unwind after a full day hearing transformative insights and engaging with industry leaders.

9:15 pm

Night Cap

Close out an illuminating day of education and engagement at this informal Night Cap. The first round is on us as you continue the day’s discussions, or make a new connection!

Location: Aurora Restaurant & Bar - Minneapolis Marriott City Center

JUNE 18 - PROGRAMMING

Wednesday, June 18, 2025

   

7:00 am - 7:45 am

Morning Wellness - Tai Chi (Optional)
Tai Chi is a Chinese martial art that combines meditation, physical movements, and breathing techniques to enhance mental and physical health along with improved cognitive function.

Location: Minneapolis Marriott City Center - Spring Park Bay on the 8th floor.

7:50 am | 8:10 am 

Transportation to Allianz

Shuttle 1: Begins loading at 7:50 am, to depart at 8:00 am
Shuttle 2: Begins loading at 8:10 am, to depart at 8:20 am

8:00 am - 8:50 am

Breakfast

Location: Allianz

9:00 am - 12:30 pm

Morning Programming

  • Growth Training: Libby Greiwe, Elevate Your Onboarding Process: A Hands-On Workshop to Build a Referral-Generating Client Experience
  • Wisdom Insights and Closing Remarks

Location: Allianz - Auditorium 

12:30 pm - 1:30 pm

Lunch

Location: Allianz

1:30 pm

Conclusion

  • Transportation to Minneapolis Marriott City Center
  • Transportation to Minneapolis–Saint Paul International Airport

 

*Agenda subject to change