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PROGRAM
THANK YOU TO THIS YEAR’S SPONSORS
Keynote Speaker Bonus Session and Lanyard Refreshment Break
Happy Hour Premiere New! Happy Hour Food Station
2 5 T H A N N U A L M N C PA
M A N A G E M E N T & B U S I N E S SA D V I S E R S C O N F E R E N C E
MBAC19W W W. M N C PA . O R G / M B A C
# M N C PA M B A C 1 9
NEED WI-FI?Free Wi-Fi access is available in most conference meeting rooms as well as in mezzanine and lower level lobbies. It is not available in the lunch hall.
How to Connect1. Select MNCPA from available wireless networks2. Enter password mbac2019 (NOT case sensitive)
Visit www.mncpa.org/mbac for important updates and information.
TABLE OF CONTENTSAgendas With Room Locations ..........11, 13
Conference Maps .................................... 4-5
Continuing Education Information ........... 3
Exhibitor Information ............................ 7-9
25TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE | JUNE 13-14, 20192
PLANNING TASK FORCEThank you to the planning task force members who contributed their expertise and time to the development of the 25th Annual MNCPA Management & Business Advisers Conference (MBAC19). Their dedication to this event’s success is greatly appreciated by MNCPA members and sta�.
CHAIRRandall ZatsThe Minikahda Club
MEMBERSBrian BergetHanson Silo Company LP Christy FodorKaskaid Hospitality Eric GrubeConcordia University, St. Paul Alan GundersonMinnesota National Guard David HayesU.S. Bank Bertha Hsiao Reid MasonConvergent Capital John NelsonEide Bailly LLP David OlsonMinneapolis Oxygen Company Rhonda OlsonALLETE Clean Energy Renee PirastehKorn Ferry Lance RadziejBongards Creameries James RiceImagine! Print Solutions Kathleen SchneibelEasiway Systems Inc.Lucas SelvigBoyum BarenscheerJoshua SherburneChristine ThompsonThrivent Financial Je�rey White
MNCPA CONFERENCE MANAGEMENTLynn KletscherDirector of EducationAnna DeckerConference CoordinatorDeb Gri�thConference CoordinatorLeslie MuellerBusiness Development
Dear friends and colleagues,
On behalf of the Minnesota Society of CPAs and its members, welcome to the 25th Annual MNCPA Management & Business Advisers Conference – aka MBAC19.
�ere’s no denying it: �e world is changing at a rapid pace. We’re inundated with information from every direction and disruption is the new normal. It can be hard to cut through the noise to keep our jobs, our businesses – even our personal lives – uncluttered and well-organized.
�at’s where MBAC19 comes in. We’re here to earn CPE, yes, but also to hone crucial leadership and technical skills while connecting with our peers. We’re here to not only focus on today, but also to become future-ready for tomorrow.
While you’re here with us, I encourage you to make the most of MBAC19 and take advantage of these opportunities:
• Expand your networkYou’re one of about 900 CFOs, controllers, �nancial managers, internal auditors and business advisers who are here today, and there are plenty of opportunities to make new connections. Strike up conversations during the refreshment breaks sponsored by Robert Half, during lunch, and at the happy hour sponsored by Salo and SharePoint Credit Union.
• Smile and say cheese!Whether your headshot needs updating or you simply don’t have one, Friday is your lucky day. Stop by the headshot photo booth on the lower level to have a free professional photo taken.
• Discover new resourcesVisit with numerous exhibitors to learn about the products and services they have to o�er. With tomorrow always on the horizon, who knows what needs your company or �rm may have in the future? Remember to ask them to mark your BINGO card for a chance to win a prize.
• Freebies and giveawaysTake the time to chat with exhibitors and enter their drawings. And, remember to turn in your door prize ticket for a chance to win one of several excellent prizes, such as a Google Home and theater tickets. Members, make sure to stop by the MNCPA booth on the lower level to pick up your member gi� before they’re gone.
Make preparing for the future an experience to remember with top-notch educational sessions and networking opportunities. MBAC19 has something for everyone, and I’m glad you’re here to take part. Enjoy the conference!
Randy Zats, CPA, MBAConference Planning Task Force Chair
WELCOME
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 3
CONTINUING EDUCATION
Continuing Education Credits�e 25th Annual MNCPA Management & Business Advisers Conference (MBAC19) quali�es for the following continuing education credits. Total hours are based on attendance at both days of the conference unless otherwise noted.
CPE: 16 hours (conference) / 1 hour (bonus session)See agendas on pages 11 and 13 for technical / non-technical �elds of study.
Ethics: 5.5 hours availableTo claim ethics credits, you must be registered for and attend approved sessions: C6 (1.5 hours), E6 (1 hour), I6 (1.5 hours) and K6 (1.5 hours).
CLE (Standard): 13 hours (conference) / 1 hour (bonus session)
REMINDERAttendance veri�cation procedureTo receive any continuing education credits, you must complete and return an attendance veri�cation form for each day you attend. Leave your completed form at the table outside your last session or give it to any MNCPA sta� member. No credits will be awarded if you fail to turn in a completed form for each day that you attend.
Session registration requirementTo receive any type of continuing education credits, you must also be registered for sessions. Please verify that the sessions listed on your name badge are accurate. If you need to add, correct or change your session choices, please complete a session registration form and return it to the registration desk located on the mezzanine level. No credits will be awarded for sessions you did not register for and did not attend.
Certi�cate of Attendance (CPE Transcript)Beginning Friday, June 21, you can access your certi�cate of attendance (aka CPE transcript) online at www.mncpa.org/transcript. If you prefer that it be mailed to you, please email your request to [email protected] or call 952-831-2707.
Conference Materials Printed: Handouts for general sessions A1, G1 and L1 are pre-stu�ed in the tote bag you received at check-in. All other handouts are available at their respective session rooms immediately prior to the start of the presentations. Note: Please refrain from taking handouts from sessions you don’t attend. Any extras are available on the designated tables in the lower level lobby.
Digital (PDF): Most session handouts are available for download from the conference website. Your registration must be paid in full to access this online service. Instructions for downloading handouts are as follows:
1. Go to www.mncpa.org/materials2. Log in with your MNCPA username and password3. Select the handouts you want to download
Welcometo the 25th Annual
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25TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE | JUNE 13-14, 20194
CONFERENCE MAPS
STREET LEVEL
Escalator to Mezzanine and
Lower Levels
To West Skyway & Hyatt Regency Minneapolis
Elevator
Ballroom A
To East Skyway
MEZZANINE LEVEL
Escalator to Lower and
Street Levels
Elevator
Information
Rest
room
s
M100B M100G
M100D
M101
LOWER LEVELExhibit Hall A
(Lunch)
Rest
room
s
Elevator
L100C L100E
Escalator to Mezzanine and
Street Levels
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 5
EXHIBITOR MAPS
Company Booth #
ADP — MNCPA A�nity Partner .................................................104
New! Alerus ......................................................................................201
Baker Tilly Search & Sta�ng ..........................................................215
Bell Bank............................................................................................212
BlackLine Systems, Inc. — Bonus Session & Lanyard Sponsor ....................................... 205
Bremer Bank .....................................................................................106
Choice Bank ......................................................................................203
CLA (Cli�onLarsonAllen) ..............................................................113
Expense Reduction Analyst ............................................................108
goVirtualO�ce .................................................................................213
Hunter Hamilton Finance + Accounting .....................................100
Institute of Internal Auditors (IIA) Twin Cities Chapter ...........115
Mercer — A�nity partner .............................................................103
Minnesota Chamber of Commerce ...............................................110
Minnesota Society of CPAs ............................................................102
New! OneStream So�ware .............................................................214
New! Platinum Bank .......................................................................208
Randstad Professionals ....................................................................107
Robert Half — Refreshment Break Sponsor ...............................209
Salo — Premiere Happy Hour Sponsor .......................................200
SevenHills Cleveland Bene�t Partners ..........................................207
New! SharePoint Credit Union — Happy Hour Food Station Sponsor ........................................101
New! T-Mobile .................................................................................202
New! Versique Search & Consulting .............................................111
LOWER LEVEL EXHIBITORS
Headshot Photo Booth(Friday only)
MN
CPA
Bo
oth
ExtraMaterials
Refreshments
MEZZANINE LEVEL EXHIBITORS
Refreshments
To Classrooms M100B, M100D, M101
InformationTo Classroom M100G
To Classrooms L100C, L100E
© 2018 Robert Half International Inc. An Equal Opportunity Employer M/F/Disability/Veterans. RH-1018
Minneapolis • Bloomington • St. PaulSt. Cloud • Burnsville • Minnetonka 1.855.773.5542
roberthalf.com
We’re proud to have served the Twin Cities business community for so long by fi nding the right people for the right roles at the right companies—and helping everyone be happier at work.
in the Twin Cities
50YEARS
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 7
EXHIBITOR DIRECTORY
ADP — MNCPA A�nity PartnerBooth: 104Address: 8100 Old Cedar Ave. S., Bloomington, MN 55425Contact: Je� StebbinsPhone: 952-814-5859Email: je�[email protected]: adp.com/mncpaProducts: Preferred payroll service provider of the MNCPA
New! AlerusBooth: 201Address: 201 E. Clark St., Owatonna, MN 55060Contact: Alysha Frie, Julie Stewart, Mark AlleyPhone: 507-213-1455Email: [email protected]: alerusrb.comProducts: Payroll, retirement, banking, HSA, HRA, FSA and COBRADrawing: AirPodsGiveaways: Pens, koozies, post-its
Baker Tilly Search & Sta�ng Booth: 215Address: 225 S. 6th St., Ste. 2300, Minneapolis, MN 55402Contact: Gal NoymanPhone: 612-876-4849Email: [email protected]: bakertilly.com/sta�ngProducts: Accounting sta�ng and recruiting servicesDrawing: Bluetooth headphonesGiveaways: Tote bags and pens
Bell Bank Booth: 212Address: 5500 Wayzata Blvd., Minneapolis, MN 55416Contact: Julie LovaasPhone: 952-905-5022Email: [email protected]: bellbanks.comProducts: Financial servicesGiveaways: �ermal totes
BlackLine Systems, Inc. — Bonus Session & Lanyard SponsorBooth: 205Address: 21300 Victory Blvd., Woodland Hills, CA 91367Contact: Matt SchnackyPhone: 877-777-7750Email: [email protected]: blackline.comProducts: Accounting processing automation services
Bremer Bank Booth: 106Address: 225 S. 6th St., Ste. 300, Minneapolis, MN 55402Contact: Joel PaleshPhone: 612-782-1984Email: [email protected]: bremer.comProducts: Business banking
Choice BankBooth: 203Address: 2640 Eagan Woods Drive, Eagan, MN 55121Contact: Dion MuchowPhone: 651-289-2222Email: [email protected]: bankwithchoice.comProducts: Financial services
CLA (CliftonLarsonAllen) Booth: 113Address: 220 S. 6th St., Ste. 300, Minneapolis, MN 55402Contact: Heidi GrindePhone: 612-397-3288Email: [email protected]: claconnect.comProducts: Outsourced accounting, consulting, tax, Sage Intacct,
human resources consultingGiveaways: Pens, notepads, earbuds
Expense Reduction Analyst Booth: 108Address: 444 N. Michigan Ave., Ste. 1200, Chicago, IL 60611Contact: Katie HochPhone: 312-444-0330Email: [email protected]: expensereduction.comProducts: Cost reduction servicesDrawing: Amazon gi� cards
goVirtualO�ce Booth: 213Address: 1025 Quinn Dr., Ste. 100, Waunakee, WI 53597Contact: Desiree BurkePhone: 888-773-2123Email: dburke@govirtualo�ce.comWebsite: govirtualo�ce.comProducts: Oracle NetSuite resellerDrawing: $50 Amazon gi� cardGiveaways: Golf divot tool, ball marker
Hunter Hamilton Finance + Accounting Booth: 100Address: 40 S. 7th St., Ste. 104, Minneapolis, MN 55402Contact: Nicole MaherPhone: 612-373-5767Email: [email protected]: hunterhamiltonpr.comProducts: Executive search, consulting and sta�ng servicesDrawing: Wine basketGiveaways: Pens, koozies and candy
Institute of Internal Auditors (IIA) Twin Cities Chapter Booth: 115Address: 10825 Alberton Way, Inver Grove Heights, MN 55077Contact: Tanya BertrandPhone: 612-210-1736Email: [email protected]: tciia.orgProducts: Membership information on the Institute of Internal AuditorsGiveaways: Pens and clips
25TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE | JUNE 13-14, 20198
EXHIBITOR DIRECTORY
Mercer — MNCPA A�nity partnerBooth: 103Address: 333 S. 7th St., Ste. 1400, Minneapolis, MN 55402Contact: John CollentinePhone: 800-328-4671Email: [email protected]: mncpa-insurance.comProducts: MNCPA member insurance bene�tsDrawing: Roku streaming playerGiveaways: Various logo items
Minnesota Chamber of Commerce Booth: 110Address: 400 Robert St. N., Ste. 1500, St. Paul, MN 55101Contact: Shawn ZobelPhone: 651-292-3905Email: [email protected]: mnchamber.comProducts: Minnesota Chamber of Commerce membership
Minnesota Society of CPAs Booth: 102Address: 1650 W. 82nd St., Ste. 600, Bloomington, MN 55431Contact: Anne Janotta EricksonPhone: 952-831-2707Email: [email protected]: mncpa.orgProducts: MNCPA member bene�tsGiveaways: Members-only CPA pins
New! OneStream SoftwareBooth: 214Address: 632 S. Street, Rochester, MI 48307Contact: Justin HillierPhone: 763-250-1013Email: jhillier@onestreamso�ware.comWebsite: onestreamso�ware.comProducts: Corporate performance management so�wareDrawing: Apple AirPodsGiveaways: Pens, notepads
New! Platinum Bank Booth: 208Address: 7667 10th St. N., Oakdale, MN 55128Contact: Tanner Johyns, Andy NaughtonPhone: 651-332-5220Email: [email protected]: platinumbankmn.comProducts: Bank products and servicesDrawing: Yeti coolerGiveaways: Pens
Randstad Professionals Booth: 107Address: 80 S. St., Ste. 1500, Minneapolis, MN 55402Contact: Ted GarrityPhone: 612-313-7966Email: [email protected]: randstadusa.comProducts: Sta�ng servicesDrawing: $50 gi� cardGiveaways: Pens and water bottles
Robert Half — Refreshment Break SponsorBooth: 209Address: 8500 Normandale Lake Blvd., Ste. 1010, Bloomington, MN 55437Contact: Jennifer CarlsonPhone: 612-337-5446Email: [email protected]: roberthalf.com/minneapolis-st-paulProducts: Finance and accounting executive searchDrawing: Gi� cardGiveaways: Co�ee tumblers, headphones
Salo — Premiere Happy Hour SponsorBooth: 200Address: 20 S. 13th St., Ste. 200, Minneapolis, MN 55403Contact: Loralee WickPhone: 612-230-7256Email: [email protected]: salollc.comProducts: Finance and accounting direct hire searchDrawing: AirPods
SevenHills Cleveland Bene�t Partners Booth: 207Address: 7900 International Dr., Ste. 900, Bloomington, MN 55425Contact: Michelle MaherPhone: 952-562-9403Email: [email protected]: sevenhillscleveland.comProducts: Employee bene�ts, health, welfare and retirementDrawing: Gi� cardGiveaways: Pens, notepads
New! SharePoint Credit Union — Happy Hour Food Station SponsorBooth: 101Address: 5300 Hyland Greens Dr., Bloomington, MN 55437Contact: Krista DowPhone: 952-930-0700Email: [email protected]: sharepointcu.com/mncpaProducts: New Member Bene�t, Credit union membership opportunityDrawing: $50 Visa gi� cardGiveaways: Logoed items
New! T-MobileBooth: 202Address: 8000 W. 78th St., Ste. 400, Edina, MN 55423Contact: Mike GrimaldiPhone: 952-833-4053Email: [email protected]: t-mobile.comProducts: Wireless services for businessGiveaways: Sip cups and notepads
New! Versique Search & ConsultingBooth: 111Address: 6465 Wayzata Blvd., Ste. 800, Minneapolis, MN 55426Contact: Calvin FreedPhone: 952-767-3140Email: [email protected]: versique.comProducts: Executive recruiting and consulting servicesDrawing: Donations to charityGiveaways: Tide pens and notepads
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 9
EXHIBITOR DIRECTORY
The 25th Annual MNCPA Management & Business Advisers Conference would not be as successful without the support of our sponsors and exhibitors. For more information on sponsorships, advertising or exhibiting, please contact Leslie Mueller, business development, at 952-885-5520 or [email protected].
Robert Half — Refreshment Break SponsorBooth: 209Address: 8500 Normandale Lake Blvd., Ste. 1010, Bloomington, MN 55437Contact: Jennifer CarlsonPhone: 612-337-5446Email: [email protected]: roberthalf.com/minneapolis-st-paulProducts: Finance and accounting executive searchDrawing: Gi� cardGiveaways: Co� ee tumblers, headphones
Salo — Premiere Happy Hour SponsorBooth: 200Address: 20 S. 13th St., Ste. 200, Minneapolis, MN 55403Contact: Loralee WickPhone: 612-230-7256Email: [email protected]: salollc.comProducts: Finance and accounting direct hire searchDrawing: AirPods
SevenHills Cleveland Bene� t Partners Booth: 207Address: 7900 International Dr., Ste. 900, Bloomington, MN 55425Contact: Michelle MaherPhone: 952-562-9403Email: [email protected]: sevenhillscleveland.comProducts: Employee bene� ts, health, welfare and retirementDrawing: Gi� cardGiveaways: Pens, notepads
New! SharePoint Credit Union — Happy Hour Food Station SponsorBooth: 101Address: 5300 Hyland Greens Dr., Bloomington, MN 55437Contact: Krista DowPhone: 952-930-0700Email: [email protected]: sharepointcu.com/mncpaProducts: New Member Bene� t, Credit union membership opportunityDrawing: $50 Visa gi� cardGiveaways: Logoed items
New! T-MobileBooth: 202Address: 8000 W. 78th St., Ste. 400, Edina, MN 55423Contact: Mike GrimaldiPhone: 952-833-4053Email: [email protected]: t-mobile.comProducts: Wireless services for businessGiveaways: Sip cups and notepads
New! Versique Search & ConsultingBooth: 111Address: 6465 Wayzata Blvd., Ste. 800, Minneapolis, MN 55426Contact: Calvin FreedPhone: 952-767-3140Email: [email protected]: versique.comProducts: Executive recruiting and consulting servicesDrawing: Donations to charityGiveaways: Tide pens and notepads
The Minnesota Society of CPAs extends a special thank you to the Institute of Internal Auditors (IIA) Twin Cities Chapter members and volunteers who assisted with the development and delivery of the governance, risk and compliance track.
SAVE THE DATEThank you for attending MBAC19. We hope to see you again next year!
26th Annual MNCPA
Management & Business Advisers Conference(MBAC20)
June 23-24, 2020Minneapolis Convention Center
www.mncpa.org/mbac
Free Wi-Fi access is available in all conference meeting rooms as well as mezzanine and lower level lobbies. It is not available in the lunch hall.
How to Connect1. Select MNCPA from available
wireless networks2. Enter password mbac2019
(NOT case sensitive)
WI-FI ACCESSTHANK YOU IIA
Trust is in the Balance.™
Visibility, automation, and control for your financial close.
Stop by Booth #205 during the MBAC Conference to
learn more about how to transform your close.
blackline.com
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 11
DAY 1 THURSDAY, JUNE 13
7 – 8 a.m.Check-in Ballroom Lobby (Street Level)
Continental Breakfast (Sponsored by Robert half) Lobbies (Mezzanine and Lower Levels) | Exhibits Lobbies (Mezzanine and Lower Levels)
8 – 8:50 a.m. A1. The Big AHA: How to Embrace Today’s Trends to Create Tomorrow’s OpportunitiesJack Uldrich, global futurist and authorNon-Technical (1) | Ballroom A (Street Level)
8:50 – 9:10 a.m. Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels) | Exhibits Lobbies (Mezzanine and Lower Levels)
9:10 – 10:25 a.m. B1. CFO PanelKara Hanson, Kelly Larson,Lisa Miller, Lance Radziej (moderator)Non-Technical (1.5)L100E (Lower Level)
B2. SALT After WayfairMasha YevzelmanTechnical (1.5)M100G (Mezzanine Level)
B3. The Age of Privacy: Examining the Impact of Privacy Regulations and High-Pro� le Breaches Joel Wuestho� Technical (1.5)M100D (Mezzanine Level)
B4. Improving Reporting With PivotTables and Power Pivot Thomas StephensNon-Technical (1.5)M100B (Mezzanine Level)
B5. National Economic Update: How Did We Get Here?Dr. Christopher Kuehl Technical (1.5)L100C (Lower Level)
B6. Better Meetings: Make Meetings Fun and Productive Don Minges Non-Technical (1.5)M101 (Mezzanine Level)
10:25 – 10:45 a.m. Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels) | Exhibits Lobbies (Mezzanine and Lower Levels)
10:45 a.m. – Noon C1. Pro� t Improvement: Ten Tips Don Minges Non-Technical (1.5)M100D (Mezzanine Level)
C2. Tax UpdateMark SellnerTechnical (1.5)M100G (Mezzanine Level)
C3. Everything You Want to Know About SOC Reports Nick FischenichThomas MootzTechnical (1.5)M101 (Mezzanine Level)
C4. Blockchain, Cryptocurrency and Their ImpactThomas StephensTechnical (1.5)M100B (Mezzanine Level)
C5. Smart Decision-MakingDr. Michael Monroe KieferNon-Technical (1.5)L100E (Lower Level)
C6. Ethics: Con� icts of Interest in Accounting and Finance David SchultzNon-Technical (1.5)L100C (Lower Level)
Noon – 1 p.m. Lunch Hall A (Lower Level) | Exhibits Lobbies (Mezzanine and Lower Levels)
1 – 2:15 p.m. D1. Cost of Capital: What Is It and Why Should I Use It?Don MingesTechnical (1.5)L100C (Lower Level)
D2. Show Me the Money! How to Finance Your Company’s Strategic Goals Reid MasonTechnical (1.5)M100G (Mezzanine Level)
D3. Improving Outcomes Through Evolving Mindsets and Behaviors Brian StrittmaterDebbie WagonerNon-Technical (1.5)L100E (Lower Level)
D4. Excel DashboardsThomas StephensNon-Technical (1.5)M100B (Mezzanine Level)
D5. Performance Appraisal: A New ApproachLarry MorganNon-Technical (1.5)M101 (Mezzanine Level)
D6. Managing Con� ict in the WorkplaceDiane AmundsonNon-Technical (1.5)M100D (Mezzanine Level)
2:15 – 2:35 p.m. Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels) | Exhibits Lobbies (Mezzanine and Lower Levels)
2:35 – 3:25 p.m. E1. State of the Profession: How Digitization is Changing the CFO’s Role Ash NoahNon-Technical (1)M100B (Mezzanine Level)
E2. Deciphering ContractsJe� rey WaldronNon-Technical (1)M100D (Mezzanine Level)
E3. Passwords, Passwords, Passwords! How to Manage the Keys to the Kingdom Randall RomesTechnical (1)M100G (Mezzanine Level)
E4. Hardware Update: What You Need to Know Thomas StephensTechnical (1)M101 (Mezzanine Level)
E5. Emotional IntelligenceDr. Michael Monroe KieferNon-Technical (1)L100E (Lower Level)
E6. Current Issues in Ethics Warren BostromTechnical (1)L100C (Lower Level)
3:25 – 3:45 p.m. Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels) | Exhibits Lobbies (Mezzanine and Lower Levels)
3:45 – 5 p.m. F1. New Leasing Standard: More Complex Than You Think Matt TredinnickTechnical (1.5)L100C (Lower Level)
F2. Banking’s Cutting Edge: Client in ControlMark Alley, Sara AusmanWade Dykema, Karna LoylandNon-Technical (1.5)M100G (Mezzanine Level)
F3. Next Generation Internal Audit Gordon BraunSean LindstromTechnical (1.5)L100E (Lower Level)
F4. Power BI: Better Reporting the Easy WayThomas StephensNon-Technical (1.5)M100B (Mezzanine Level)
F5. Me, Too! Concerns for Employers With Harassment and Bullying Larry MorganTechnical (1.5)M101 (Mezzanine Level)
F6. Networking for People Who Hate to Network Diane AmundsonNon-Technical (1.5)M100D (Mezzanine Level)
5 – 6 p.m. Happy Hour (Sponsored by Salo and SharePoint Credit Union) Seasons (Second Level)
IMPORTANT CONTINUING EDUCATION REMINDERYou must be registered for sessions and return your completed attendance veri� cation form at the end of each day to receive any continuing education credits.
If you need to add, correct or change your session choices, please complete a session registration form and return it to the information desk located on the mezzanine level.
IIAIIA
IIAIIA
IIAIIA
IIAIIA
IIAIIA
1.5ETHICS
1ETHICS
Headline here
Proud to supportDeloitte is pleased to support the Minnesota Society of Certified Public Accountants 25th Annual Management and Business Advisers Conference.
www.deloitte.com
Copyright © 2019 Deloitte Development LLC. All rights reserved.
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 13
DAY 2 FRIDAY, JUNE 14
7 – 8 a.m.Check-in Ballroom Lobby (Street Level)
Continental Breakfast (Sponsored by Robert half) Lobbies (Mezzanine and Lower Levels) | Exhibits Lobbies (Mezzanine and Lower Levels)
7 – 7:50 a.m.BONUS SESSION: Beyond Accounting and Finance: Understanding Risks and Compliance (Sponsored by BlackLine Systems, Inc.)Susanna MetzlerTechnical (1) | L100C (Lower Level)
8 – 8:50 a.m. G1. Minnesota Economic UpdateDouglas Loon, president, Minnesota Chamber of CommerceTechnical (1) | Ballroom A (Street Level)
8:50 – 9:10 a.m.Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels)
Headshot Photo Booth Lobby (Lower Level) | Exhibits Lobbies (Mezzanine and Lower Levels)
9:10 – 10:25 a.m. H1. The 13 Financial Shenanigans: Tools to Deceptive Financial Reporting Leah DontiTechnical (1.5)L100C (Lower Level)
H2. Airlines, Hotels, Car Rentals…and Taxes?Sarah LeopoldTechnical (1.5)M101 (Mezzanine Level)
H3. Robotic Process Automation: Great Power, Great Responsibility Angela BickettMarc MorrisonTechnical (1.5)M100B (Mezzanine Level)
H4. How Emerging Technologies Are Enhancing the Accounting ProfessionDonny ShimamotoTechnical (1.5)L100E (Lower Level)
H5. Conscious Inclusion: Maximizing the Return on Your PeopleDarcy DicksonSara LarsonNon-Technical (1.5)M100G (Mezzanine Level)
H6. Help, They Just Don’t Understand: Presenting Technical Information to Nontechnical People Jennifer ElderNon-Technical (1.5)M100D (Mezzanine Level)
10:25 – 10:45 a.m.Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels)
Headshot Photo Booth Lobby (Lower Level) | Exhibits Lobbies (Mezzanine and Lower Levels)
10:45 a.m. – Noon I1. They Want Us to Do What? A FASB and SEC UpdateLeah DontiTechnical (1.5)L100E (Lower Level)
I2. How to Manage an Outsourced Tax Function Mark Bakko, David OlsonMark Sellner (moderator)Samantha WimmerNon-Technical (1.5)M101 (Mezzanine Level)
I3. Process Mining Jeremy StierwaltSriram VelichetiTechnical (1.5)M100G (Mezzanine Level)
I4. Impact of Arti� cial Intelligence on Accounting and AuditingDonny ShimamotoTechnical (1.5)M100B (Mezzanine Level)
I5. Leading Workgroups Through ChangeMichael GregoryNon-Technical (1.5)M100D (Mezzanine Level)
I6. Creating an Ethical Organizational Culture Bret HoodNon-Technical (1.5)L100C (Lower Level)
Noon – 1 p.m.Lunch Hall A (Lower Level)
Headshot Photo Booth Lobby (Lower Level)
1 – 2:15 p.m. J1. Protecting Your Success: Strategic Risk Management Jennifer ElderNon-Technical (1.5)L100C (Lower Level)
J2. Minnesota Department of Revenue: Working Together to Fund Minnesota’s FutureCynthia BauerlyTechnical (1.5)L100E (Lower Level)
J3. Digital Transformation: Audit Shop Perspective Robert Hach Jr.Jason SeegerTechnical (1.5)M100B (Mezzanine Level)
J4. Self-Assessing Your Cybersecurity Risk Donny ShimamotoTechnical (1.5)M100G (Mezzanine Level)
J5. Employment Law UpdateJames OlneyTechnical (1.5)M100D (Mezzanine Level)
J6. Surviving in a Candidate-Centric Market Gal NoymanBeth WeirNon-Technical (1.5)M101 (Mezzanine Level)
2:15 – 2:35 p.m. Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels)Headshot Photo Booth Lobby (Lower Level) | Exhibits Lobbies (Mezzanine and Lower Levels)
2:35 – 3:50 p.m. K1. Rolling Forecasts: Best Practices and Implementation Leah DontiTechnical (1.5)L100E (Lower Level)
K2. The Well-Rounded Business: Strategic Planning Using the Balanced ScorecardJennifer ElderNon-Technical (1.5)M100G (Mezzanine Level)
K3. Preparing for the Next Recession Paul SpringmeyerTechnical (1.5)M100B (Mezzanine Level)
K4. Data Analysis and MiningJon AultTechnical (1.5)M100D (Mezzanine Level)
K5. Employee Engagement: Using Analytics to Improve Performance and Pro� tability Dr. Steven JohnsonNon-Technical (1.5)M101 (Mezzanine Level)
K6. You Aren’t as Ethical as You Believe Yourself to Be Bret HoodNon-Technical (1.5)L100C (Lower Level)
3:50 – 4:10 p.m. Refreshment Break (Sponsored by Robert Half) Lobbies (Mezzanine and Lower Levels)Headshot Photo Booth Lobby (Lower Level) | Exhibits Lobbies (Mezzanine and Lower Levels)
4:10 – 5 p.m. L1. Never Give Up: The Survivor Way Holly Ho� man, former Survivor contestant and authorNon-Technical (1) | Ballroom A (Street Level)
5 – 5:15 p.m. door prize drawings
IMPORTANT CONTINUING EDUCATION REMINDERYou must be registered for sessions and return your completed attendance veri� cation form at the end of each day to receive any continuing education credits.
If you need to add, correct or change your session choices, please complete a session registration form and return it to the information desk located on the mezzanine level.
IIAIIA
IIAIIA
IIAIIA
IIAIIA
1.5ETHICS
1.5ETHICS
25TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE | JUNE 13-14, 201914 Booth #200
Jobs.Finding the right one can be a real challenge. Careers.Well, now that’s different.The right career is the best. That’s what we do.We help people find the right careers.We are Salo.If you’re ready for a change, we’re here to help.We do more than place people.We evolve careers, build businesses and, really, create joy.Let us find the right career for you.Salo. Let’s get solving.salollc.com
©2019 Salo
FINANCE • ACCOUNTING • HUMAN RESOURCES CHICAGO & MINNEAPOLIS
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 15
CONFERENCE DOOR PRIZES
We’re giving away several great door prizes at 5 p.m. on Friday, June 14, immediately following the closing keynote session, “Never Give Up: The Survivor Way,” in Ballroom A on street level. You must be present to win.
Prizes(1) $200 Target gift card
(1) Google Home connected home assistant
(1) Pair of tickets to Guys and Dolls at the Guthrie Theater on Saturday, July 20
(1) Hyatt Regency Minneapolis gift certi� cate for a one-night stayCompliments of Hyatt Regency Minneapolis, preferred hotel for MBAC19
(1) Ryze Tello quadcopter drone
How to enterTo be eligible to win one of the conference door prizes, you must bring your door prize drawing ticket (or business card) to MNCPA booth #102 on the lower level by 4:10 p.m. on Friday, June 14. Only one entry per person, please.
NEED A NEW HEADSHOT?
Now here’s something to smile about.
Photographer Steve Silverman, owner of SILVERMAN Be Remarkable, will be snapping headshots on day two of the conference.
Make your way to the lower level outside of Hall A to have a free photo taken.
Friday, June 14 | 8:50 a.m. - 4:10 p.m.
www.silvermanberemarkable.com
25TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE | JUNE 13-14, 201916
Let our experts help you.
Trusted advisors. Locally owned. Serving Main Street Minnesota with your interests in mind.
We can help you meet the demands of an evolving workplace.
Our solutionsCount on us to answer your questions
and help you reach your goals.
Retirement plans:
Health & welfare
benefits:
Tony Black | 952-562-9414
Tony Cleveland | 952-562-9415
National Affiliations:
Visit us at Booth #207 | sevenhillscleveland.com
Group Benefits Design
HR Services
BenefitAdministration
ComplianceE�ective Group Benefits Employee Communication
Retirement Plan Education andFinancial Wellness
CEFEX-Certified InvestmentDue Diligence
3(21) & 3(38) Investment FiduciariesGroup Benefits DesignGroup Benefits Design
HR ServicesHR Services
Retirement Plan Retirement Plan Education andEducation andFinancial WellnessFinancial Wellness
Pensionmark Financial Group, LLC (“Pensionmark”) is an investment adviser registered under the Investment Advisers Act of 1940. Pensionmark is affiliated through common ownership with Pensionmark Securities, LLC (member SIPC).
SevenHillsClevelandAD_Booth207_PRINT.pdf 1 5/17/19 8:56 AM
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 17
HERE’S THE SCOOPNEW INSTRUCTORS, SWEET SAVINGSAttend a half-day course for just $99 ($129 for nonmembers) as you learn from instructors who are just launching their CPE speaking careers with the MNCPA. Visit www.mncpa.org/save to view the full schedule and register today.
July 29 The Most Common Financial Statement and Asset Fraud Schemes: How to Detect and Prevent Them (CS-TTFS4)
July 30 Ethics and Professional Conduct: Updates and Practical Applications (CS-GRE4)
July 30 Lean Accounting and Management: Saving Money by Streamlining Operations (CS-LAMA4)
July 31 Planning and Strategy Formulation for Your Organization’s Financial Success (CS-TDE4)
Aug. 1 Tax Reform Update: Corporations and Pass-Through Entities (CS-TREF1)
Aug. 5 Financial Reporting for Not-for-Pro� t Entities (CS-NFPF4)
Aug. 6 Developing Your Digital Mindset (CS-DYDM4)
Aug. 7 Capitalized Costs and Depreciation: Key Issues and Answers (CS-CCD4)
Aug. 8 Controller and CFO Update: Hot Topics Facing Today’s Financial Professional (CS-TCF4)
Aug. 8 Partnerships and LLCs: Avoiding Common Pitfalls Facing Practitioners (CS-BTP4)
Aug. 8 Real Estate Taxation: Critical Considerations (CS-RET4)
WHAT’S YOUR NEXT MOVE?Plan to attend these fall programs and stay up to date on smart business-boosting strategies. Visit www.mncpa.org/cpe for details, registration and more CPE options.
Oct. 17 K2’s Advanced Excel (AEXCEL)
Oct. 22 Acquisitions to Grow the Business: Strategy, Structure, Integration and Due Diligence (AGB)
Oct. 22 39th Annual MNCPA Not-for-Pro� t Conference (XNP)
Oct. 23 NEW! CFO Series: Financial Leadership (CFOS3-19)
Oct. 24 Annual Update for Controllers (SKSB)
Oct. 25 Analytics and Big Data for Accountants (DAAN)
Nov. 13 The Eight-Hour MBA (MBA)
Nov. 14 NEW! Financial Storytelling: The Key in Growing Your Organization to the Next Level (FINSTOR4)
Nov. 18-19 65th Annual MNCPA Tax Conference (XTC)
Nov. 20 Fraud Update: Detecting and Preventing the Top 10 Fraud Schemes (TTFS)
WWW.MNCPA.ORG/MBAC | 952-831-2707 | #MNCPAMBAC19 17
MORE OPTIONS FROM THE MNCPA
$99CPE!
MNCPA: Here today and tomorrow – for you! As you plan for what’s ahead, trust that the MNCPA is behind you every step of the way.
HR Hotline members onlywww.mncpa.org/HR
Human resources needn’t be stressful. In fact, peace of mind is just a call or click away via the HR Hotline. This tool is managed by HR expert and MBAC19 speaker Larry Morgan.
25TH ANNUAL MNCPA MANAGEMENT & BUSINESS ADVISERS CONFERENCE | JUNE 13-14, 201918
CPE Log members onlywww.mncpa.org/cpelog
Ready to simplify CPE reporting to the Minnesota Board of Accountancy? Yes, please. The CPE Log tracks your credits and alerts you to potential noncompliance issues. Access the mirror-image BOA CPE summary when you’re ready to report.
PRO TIP: The CPE Log is a game-changer for inactive CPAs working to go active.
SharePoint Credit Union new member bene� twww.mncpa.org/sharepoint
The MNCPA is thrilled to partner with SharePoint. This local � nancial institution is committed to providing competitive rates on deposits and loans to its more than 22,000 members. Learn more by visiting SharePoint at booth #101.
Love your CPA letterswww.mncpa.org/active
Give me a C! Give me a P! Give me an A! What’s that spell? Integrity, leadership and trust. Maximize your credential’s potential for you and your company by keeping your CPA certi� cate active. Currently hold an inactive CPA certi� cate? Stop by the MNCPA booth for details on converting to active.
What’s MNCPA booth #102 up to?MNCPA members: Have you picked up your member gift? Wear your CPA letters with pride – literally. Stop by and see what we mean.
Let us predict your future!What does your future hold? Crack open an MNCPA fortune cookie and � nd out.NOTE: Not all cookies are created equal – some have prizes inside.
#MNCPAMBAC19
2.99%APR*
60 MONTHSAS
LOWAS
AUTO LOANS
Introducing your new financial partner.
A Credit Union for CPAs.For You • For Your Clients • For Your Company • For Your Firm
Learn more about benefits and special promotions at:www.sharepointcu.com/mncpa
*APR = Annual Percentage Rate. Rates are as low as and subject to approval. Rates may vary, based on credit history, loan term and age of vehicle. A down payment may be required. Requires automatic payment. 2.99% Auto rate is intended for new loans and is not valid for the refinancing of existing SharePoint loans. 2.99% Auto Loan is up to 60 months. A month-ly payment at 2.99% would be 60 payments of $17.96 per $1,000 borrowed. An additional $5 fee will be charged at the time of loan origination. Rates are subject to change without notice. Cannot be combined with other offers. Offer ends 6/29/2019. Contact a SharePoint Representative for full details.
