Skip to main content

     
Home2017 Symposium Speakers Actual

 

2017 Women's Symposium Speakers

 

Real Women - Montana Strong

 
We are happy to announce the 2017 Women's Symposium Speakers!
 
 
 

 

2017 Women's Symposium Breakout Speakers

Build Your TRIBE, Build Your Life -- Janna Lundquist  

 
Janna LundquistPursuing personal and professional goals on your own can get lonely. But there’s no reason to go it alone! Get the right support at the right time and create the life you want by building your own TRIBE. You form the center of your tribe, surrounded by four key types of tribe members who provide: Tough Love, Resources, Belief, and Experience. In this session, you’ll identify the people who already support you in these ways, and make a plan for identifying the additional tribe members who will help you build a fulfilling life.

Throughout the chapters of her professional life, Janna Lundquist has focused on building strong relationships, tackling important new challenges, and serving the wider community. After beginning her career in advertising in Minneapolis, she chose the Rocky Mountains of Montana as her new home in 2006. She spent nine years on the team at First Security Bank, Division of Glacier Bank – in client service at first, and eventually as the Vice President of Strategy & Engagement. Now, as president of Janna Lundquist Consulting, Janna partners with businesses, non-profit organizations, and individuals who believe in generating meaning and profit.

Business Success:  Staying in Love with Your Business Plan -- Kathy Schulte

 
Kathy SchulteKathy brings savvy and sexy into what most of us do not want to think about, our business plans. This presentation launches you into a love affair as your start a business or sustaining one.

Kathy will introduce the 5-Cs of credit, personal financial statement, forecasting, and rolling these into a savvy business plan. This interactive breakout gives you the tools for your banker and investors to make a decision. Are you looking to expand or tap into business resources? Kathy gives you what you need to streamline and a compelling framework to be proactive in your future success.

From what you should know to compelling investors; Kathy takes the guess work out of next steps and the view from re-active to pro-active sustainable success.

Kathy M Schulte is a graduate of the University of Montana with a major in finance. Over the past 25 years she has worked in the banking industry as a Business Banker/Commercial Loan Officer. She is currently in the process of pursuing a Certified Valuation Analyst designation, adding to her professional expertise.

Throughout the years she has taught various business seminars to include “Managing Your Business,” Scalability of Your Business” and “Networking for Results.” In addition to her lending career, she has been very active in the Missoula business community. Over the past 4 years, she has traveled to Denver to facilitate a multi-state training of president-elects of various Rotary Clubs throughout the region.

Women Helping Women: Missoula Community Business Development Resources Showcase -- Jennifer Stephens

 
Jennifer StephensJoin Jennifer as she shares and discusses business support resources just for women. Did you know some of the main resources available are led by women?  From University of Montana to government agencies, learn from other women how to start a business, sustain your business, land government contracts, and sharpen your savvy on best business practices for sustainability.

Jennifer will share resources, other women’s stories of success, and resources most of us are unaware of and or think are not available to you. Just as MBN is passionate about helping you grow, Jennifer brings the same passion to take your business to the next level.
 
Jennifer Stephens brings 10+ years of grassroots and formal economic development experience to her role as Missoula SBDC Regional Director. A Montana native, Jennifer earned a B.A. in Journalism from Gonzaga University and an MBA at the University of Montana.

Jennifer currently manages clients for Groundswell Media Productions. With hands-on business management experience and training, Jennifer is passionate working with small and micro enterprise businesses to help them see their potential for future growth.

Recently recruited as an advisor to Missoula’s Kiva Zip program, Jennifer is excited to help Montana business access funding streams through micro lending. Jennifer also helps organize Missoula’s 1 Million Cups events and is active in organizing Startup Weekend events in Montana.

Getting the Most Out of Networking Meetings -- Judy Preston

 
Judy PrestonMBN and other organizations provide great networking opportunities!  

Judy’s active presentation will help you understand your own communication style so you can get the most out of networking meetings.
  • Discovering and using your natural ways of interacting to make connections.
  • Learning specific strategies to comfortably meet and network.
  • Identifying tips that work for you to develop your own message or elevator pitch.
Judy Preston loves her job, which is to improve your organization’s productivity through team building. She motivates and develops leaders, and inspires teams to work better together. Judy is a Certified Myers-Briggs Practitioner, a Gallup-trained Strengths Coach, and a graduate of Leadership Montana. She has a Master’s Degree in Business Administration and over 20 years of business management experience. Her positive and warm personality is a perfect fit for her leadership development services.

Stepping Into Leadership: The Privilege To Lead -- Theresa Callahan

 
Theresa Callahan
Theresa Callahan is an expert at helping great leaders build high-performing teams. She is a featured speaker at events throughout the country and inspires her audience to break through barriers and leverage their talent by assessing their needs and turning ACTION items into results!

As an Executive Leadership Coach, Theresa focuses on talent management issues that affect all business owners and team leaders. As the business grows, so do the demands of the team – and that requires ongoing strategic planning, making sure you have the right people in the right jobs, and ensuring accountability measures are in place at all levels of the organization to achieve consistent results.  

She wrote a book called Managing For Performance:  Building Accountability for Team Success, a straightforward leadership blueprint that provides tools and resources for business owners and team leaders who desire to step boldly into Leadership and build a High Performing Team.

Money Matters for Women -- Nate Wenner & Megan Olson

 
Nate WennerMegan OlsonJoin Wipfli Hewins’ Nate Wenner, CFP®, CPA, PFS, CIMA®, Principal & Regional Director and Megan Olson, CFP®, Financial Advisor for an engaging session on financing for your future. They will explore some of the current challenges that women face in their financial lives and how to plan for retirement. You will learn key highlights of investing for the long term, fundamentals to building a smart, efficient investment portfolio, and a look into retirement planning steps in order to bring confidence to your overall financial picture.
 
Nate Wenner, CFP®, CPA, PFS, CIMA® is a Principal with Wipfli Hewins Investment Advisors. For more than twenty years as a CPA Financial Advisor, Nate has provided his clients with expert financial counseling - delivering a comprehensive wealth and tax-management approach. Married to a native Missoulian, Nate has been a frequent year-round Missoula visitor for 25 years (for both business and family/recreation), while primarily residing at his home base in Minneapolis.

Megan Olson, CFP® has had a passion for finance since she was using a piggy bank. Now a Financial Advisor at Wipfli Hewins, Megan consistently works with clients to bring long-term solutions with a research-driven investment philosophy and strategies designed with their priorities and best interests in mind.

One More Time...How Do You Really Motivate People? -- Phil Quigley

 
Phil QuigleyThe most frequently asked question in management is how do you motivate people? One approach is to hire people who are already motivated and then provide them the right set of challenges, resources, and support to get the job done … then stand back and let them get on with it. Remove the organizational or jurisdictional obstacles that get in their way. Another is to understand the forces and factors that create a motivating working climate, as we’ll be doing today.

Phil honed his talent development, coaching, and cross cultural communications skills in the emerging markets of Hong Kong, Korea, China, Singapore, Australia, Indonesia, Taiwan, and India, where he spent most of his 14-year career with Yahoo.

Phil cut his entrepreneurial teeth as Vice President Sales for Axlon, a startup toy venture comprised of veteran Atari engineers and marketers. At the expense of well heavily entrenched competitors, he drove sales to the 10 million dollar level before helping to sell the company to Hasbro.

In 2011 Phil joined Talentron, a Scott’s Valley, California talent development consultancy focusing on building leadership capabilities of front line managers, using performance support apps to reinforce key learning points and boost productivity.

Upon graduation from Lake Forest College, he spent five years in the United States Marine Corps, attaining the rank of major, serving as an intelligence officer in Southeast Asia. 

Have it All! (And Here’s Your Tissues): Using Motherhood in Business -- Lauren Gonzalez

Kids are a death sentence for your career, right? Wrong! If you have big dreams, big goals, AND a big desire to build a strong family, this session is for YOU. Be part of a growing movement across the nation embracing motherhood in the workplace.
 
Lauren is a Montana-based writer making sense of motherhood by crafting humorous true tales about the experience. Her stories touch on the more human elements of motherhood, and show that this journey is really all about learning to love yourself deeply, cleaning up your messes, and remembering your coffee in the microwave.