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Agenda
Agenda
*Please note the schedule is subject to change
Wednesday
Sept. 16, 2026
A.M./P.M.
Arrive at Minneapolis-St. Paul International Airport (MSP) and transfers to Hilton Garden Inn
4:45 P.M.
Shuttle to the Gradient Center
5-7 P.M.
Welcome Reception & Dinner sponsored by RBC
7 P.M.
Shuttle Departs Gradient Center for Hilton Garden Inn
Thursday
Sept. 17, 2026
7-7:45 A.M.
Continental Breakfast at Hotel
7:45 A.M.
Shuttle departs for Gradient Center
8-8:30 A.M.
Sponsor Meet & Greet / Breakfast Pastries sponsored by SEI
8:30-9 A.M.
Welcome & Introductions
Rob Nelson, President, Gradient Securities
9-10 A.M.
The Mind of a Champion
Dr. Julie Ness Bell, Founder and President, The Mind of a Champion
10-10:15 A.M.
Break
10:15-11 A.M.
Economic and Market Update
Mike Binger, President, Gradient Investments
11-12 P.M.
The Professionals in Conversation
Mark Grams, Field Supervising Principal, Gradient Securities
Travis Walker, Vice President of Marketing, Gradient Securities
12-1 P.M.
Lunch sponsored by Sammons
1-2 P.M.
Annual Compliance Meeting
Brian Remme, Chief Compliance Officer, Gradient Securities
2-2:15 P.M.
Break
2:15-2:45 P.M.
Survey Says
Rob Nelson, President, Gradient Securities
Mark Grams, Field Supervising Principal, Gradient Securities
Travis Walker, Vice President of Marketing, Gradient Securities
2:45-3:45 P.M.
Technology Updates
John Guiton, Product Manager, Nextek
Chris Fields, Vice President of Technology, Nextek
3:45-4:15 P.M.
Advisory Panel featuring Orion/SEI/ACM/GI
4:15-5 P.M.
Name That Price
Brian Lucius, Chief Distribution Officer, Gradient Financial Group
5 P.M.
Meet in Gradient lobby to depart for evening reception
6 P.M.
Evening Reception sponsored by Gradient Investments
Location: LITT Pinball Bar in Minneapolis
8 P.M.
Shuttle departs evening reception for hotel
Friday
Sept. 18, 2026
7-7:45 A.M.
Continental Breakfast at Hotel
7:45 A.M.
Shuttle to the Gradient Center
8-8:30 A.M.
Sponsor Meet & Greet / Breakfast Pastries sponsored by Jackson National
8:30-8:45 A.M.
Welcome
Travis Walker, Vice President of Marketing, Gradient Securities
8:45-9 A.M.
Awards
Mark Grams, Field Supervising Principal, Gradient Securities
Travis Walker, Vice President of Marketing, Gradient Securities
9-9:45 A.M.
Securities Panel featuring RBC/Sammons/JNL/Mass Mutual
9:45-10:15 A.M.
Time to Go Digital
Jamie Jochum, Principal Operations Officer, Gradient Financial Group
10:15-10:30 A.M.
Gradient Financial Group State of the Union
Beau McGraw, President, Gradient Financial Group
10:30-10:45 A.M.
Break
10:45-11:15 A.M.
Loop and Pitfalls to Avoid When Creating Marketing Materials
11:15-11:45 A.M.
Tax Central
Joe Norlin, Chief Financial Officer, Gradient Financial Officer
11:45-12 P.M.
Closing Comments
Rob Nelson, President, Gradient Securities
12 P.M.
Boxed Lunch sponsored by Mass Mutual
12:30 P.M.
Shuttles depart for Minneapolis-St. Paul International Airport (MSP)
