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Hi, I’m Hailey Margetta.

I provide B2B and B2C financial literacy services through in-person workshops, classes, and coaching as well as online webinars and pre-recorded content. 

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Are you a… 

Small business owner wondering how to finance your business?

Board member who needs to better understand financials and banking? 

Grant making organization needing to better understanding grantee financial health? 

An association or educational institution looking for custom financial literacy education?

A business interested in supporting the financial wellness of your employees? 

General financial literacy is everywhere, but tailored financial advice is hard to come by. Not anymore. Let me provide a personalize plan that suites your specific needs, delivery method, and timeline. 

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Meet Hailey

From working at her family’s small business to banking billion dollar companies at JPMorgan, Hailey knows access to approachable financial information is transformational. That’s why she’s dedicated her career to creating financial wellness education for individuals and businesses.

Hailey’s career spans Wall Street giants like Northwestern Mutual and JPMorgan. Today she leads business development efforts at one of the largest privately held banks in the U.S. Hailey also partners with LinkedIn to craft and deliver personal and business finance courses. Her perspective as a business owner, educator, and banker make her uniquely qualified to help your organization. Reach out today for a custom quote.

Hailey's Talks

Customizable for your conference, keynote, or workshop needs.

Get Funded: How to Finance Your Small Business

This talk explores various debt and equity funding options for small businesses.

 

I dive into the qualifications, demystify jargon, and help owners maximize their chance of getting funding to grow.

Business funding speech

Beyond Break Even 

This inspiring and approachable talk equips the audience with the fundamental knowledge they need to level-up their financial acumen.

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Financial Wellness for Women Business Owners

Feeling overwhelmed juggling your business finances and personal goals? You’re not alone! This talk is designed specifically for women business owners who are ready to take control of their financial future. We’ll dive into practical tips to build wealth for your business and yourself!

small business loan workship

My LinkedIn Courses

Banking Basics

You can save your business a lot of time and stress if you cultivate a good relationship with your bank. In this course, banking expert Hailey Margetta explores how to build a strong banking relationship. Hailey helps you understand where your business fits into the bank ecosystem and how you can identify the right bank for you and get to know your banking team.

Personal Finance Basics

Most public schools no longer teach the basics of personal finance, which means that many people don’t know how to manage their everyday finances. How you improve your credit score, understand your mortgage, and know which bank account or credit card you should choose are often forgotten but critical life skills.

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Hailey's Testimonials

Hailey is an effective, relational, and knowledgeable speaker. Hailey graciously spoke at a global business pitch competition at the University of St. Thomas. Hailey not only exuded confidence, but also did an incredible job of making the content relatable and digestible to a group of students who were at the front end of their entrepreneurial journey and trying to figure out what their fundraising options were. We are always looking for more opportunities to have Hailey come back and share her knowledge with our students!

Billy Mzenga

Director, Institute for Social Innovation

Image by Christian Buehner

I plan the largest early-stage investor conference in the Midwest and get the opportunity to work with many speakers. Hailey is in a league of her own. She is smart, funny, and lights up a stage. More so, she is a breeze to work with leading up to the event. She is prompt, professional, and reliable all the way through booking to post-event

Mickayla Rosard

Partner, Groove Capital

Image by Anne Peres

Hailey played an instrumental role in our journey toward understanding the intricacies of business banking and finance. She actively immersed herself in our business and took the time to grasp the nuances of our company, the unique challenges we faced as a startup, and our particular growth stage.

Her natural teaching skills, kind demeanor, and expertise in her field allowed us to confidently create a tailored financing plan that aligned with our specific needs. Hailey is a true small business champion and we are thrilled to have her as a partner.

Belen Rodriguez

Owner, Quebracho Empanadas 

Middle Aged Woman

We have been fortunate to have Hailey participate as an industry expert on both panels and educational events that have been open to entrepreneurs in the Mpls/STP community.  These events often ask for transparency, instruction, and clarification of often complicated topics across the banking sector that can be daunting or intimidating for people who do not have a financial background.  Her ability to educate while engaging in a disarming way has made her an invaluable asset for these types of events.  She also gives willingly of her time if folks have additional questions, and takes the time to connect, understand, and guide these entrepreneurs to the solution that makes the most sense for their business, regardless if it is the most beneficial to her personally.  We look forward to engaging her in future events, and she comes highly recommended.

Allison Hohn

Executive Director

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Lets Connect

414-708-4597

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