Minnesota Chapter

CPAFMA Minnesota Chapter Meeting Minutes

Past Program Details
Below is a list of past program topics. Further details on the content of some of the topics can be reviewed by clicking on the attachment provided.

  • April 27, 2017 - MNCPA Firm Administrators Happy Hour
  • March 22, 2017 – Roundtable discussion
  • February 22, 2017 – Speaker: MNCPA President, Linda Wedul. “MNCPA update and its latest initiatives for the profession.”
  • January 25, 2017 – Speaker: Damon Shoholm,  Director of the James P. Shannon Leadership Institute at the Amherst H. Wilder Foundation.  “The Importance Of Personal Values In Rebounding From Failure”
  • December 14, 2016 - Annual holiday breakfast
  • October 26, 2016 – Speaker: Lauri Dahlberg, PHR, of Eide Bailly LLP gave an enlightening presentation on the Millennial generation in the workforce today.
  • September 28, 2016 – Speaker: Dave Bell of Cyber Solutions. “Cybersecurity: The 10 Pillars of Prevention”
  • August 24, 2016: Annual Summer Social on Lake Minnetonka
  • July 27, 2016 – Synopsis from members who attended June 2016 CPAFMA National Conference
  • June 22, 2016 - Roundtable discussion
  • May 25, 2016 – Speaker: David James from Nilan Johnson Lewis, PA.  “Exempt vs. Non-Exempt: The FLSA White-Collar Exemptions”
  • March 23, 2016: “Extraordinary Firm Administrator; Being the Best of the Best” presented by Laurie Simonson, AAAPM, Director of Operations at Froehling Anderson
    Download Handout
  • February 24, 2016: How Do you Fascinate? An Introduction to the Fascination Advantage System. Speaker: Mary Albright, Fascinate Certified Advisor
  • January 27, 2016 - Roundtable discussion
  • December 16, 2015 - Annual holiday breakfast
  • November 9, 2015 - An interactive simulation of how CPA firms use Lean Six Sigma to improve processes and profitability, add value, and remove waste and inefficiency.  Presented by Dustin Hostetler.
    Download/View Brochure
  • October 28, 2015 - “Turning IT Into An Advantage” by Alan Bignall and Pat Dillon of IV Desk”
  • September 23, 2015 -“Identity Theft” presented by Mike Bakken
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  • May 27, 2015 -The Same Yet Different – exploring diversity in our positions and responsibilities
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  • March 25, 2015 - Roundtable Discussion
    Download Handout
  • February 25, 2015 - Roundtable Discussion
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  • January 28, 2015 - 10 Ways to Build Your Own Brand by Judy Zimmer
  • December 17, 2014 - Holiday Breakfast at Minneapolis Marriott West
  • November 19, 2014 - "Roundtable on Culture" with Laurie Simonson
    Download Questionnaire
    Download Presentation
  • October 22, 2014 - "Stay Fit While You Sit" with Kay Grobel
    Download Handout
  • September 24, 2014 - "Building Successful Relationships" with Liz Taylor, Etiquette Principles, LLC
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  • January 22, 2014 - "Persuasion, Communication, Creating Fair Process and Engagement" with Charles Weinstein, PhD, Ethical Leaders in Action
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    Download Presentation
    View Photo
  • December 18, 2013 - Holiday Breakfast at Minneapolis Marriott west (former Northland Inn)
  • November 20 , 2013 - "Introduction to Knowledge Management" with Abbi Palsma of Vicenti, Lloyd, Stutzman LLP
  • October 23, 2013 - “The Power of Crystal Clear Decision Making” with Jill Johnson of Johnson Consulting
  • September 25, 2013 - “Inbound Marketing” with Brian Swanson of Flashpoint Marketing
  • July 24, 2013 - “Maintaining Positive Workplace Attitudes” presented by Dr. Michael Monroe Kiefer
  • June 26, 2013 - Feedback from Nat'l Conference, Roundtable
  • May 26, 2013 - Recruiting Update, Lauri Dahlberg
  • April 24, 2013 - Incre
  • asing Communication Effectiveness through Nonverbal Choices
  • March 27, 2013 - Elevating HR Influence & Leadership
  • February 27, 2013 - Energy Management - The Power of Full Engagement, Christy Geiger - Synergy Strategies
  • January 23, 2013 - Presentation by Laurie Simonson on “Extraordinary Firm Administrators”
  • December 19, 2012 - Annual Holiday Event
  • November 21, 2012- Image Matters - understanding how dress can influence business relationships. Etiquette PrinciplesPDF
  • October 24, 2012 - Risk Management: Sensible Steps You and Your Firm Can Take
  • September, 26, 2012 - Roundtable on culture
  • August 22, 2012 – Annual Boat Cruise on Lake Minnetonka
  • July 2012 – Dawn Wagenaar with Ingenuity Marketing on “A Marketing Plan with Implementation”
  • June 2012 – Review of CPAFMA National Conference
  • May 2012 – Presentation by Tamera Loerzel of Convergence Coaching “Overcoming the Seven Sins of Delegation
  • April 2012 – Book Review of “The Energy Bus” by Jon Gordon
  • March 2012 – Roundtable on Merger/Acquisition, Staffing, Staff Training, Collections, Partner retreats and Strategic Planning
  • February 2012 – Roundtable on IT/Software issues, Administrative issues, Salary and Benefits survey feedback
  • January 2012 – Roman Kepczyk gadgets webinar
  • December 21, 2011: Annual Holiday Social at Northland Inn
  • November 16, 2011: Disaster Recovery
    Crisis Management
  • October 26, 2011: Top Ten Ways To Avoid Being Sued By Your Employees
  • September 28, 2011: Maximize Your Career Through Personal Strengths
    Max your Career
  • August 24, 2011: Annual Summer Social on Lake Minnetonka
  • July 27, 2011: Implementing a Wellness Program
    Wellness in the Workplace
  • June 29, 2011: Review of CPAFMA National Conference.
  • May 25, 2011: Book Discussion "The Radical Edge" by Steve Farber
    Book Review: The Radical Edge
  • April 27, 2011: Chapter Meeting
    - Top 10 Mistakes Employers Make
    - Harrasment Handout
  • February 23, 2011: Social Media
    - Harnessing the Power of Social Media in Your Firm
    - LinkedIn Checklist
    - LinkedIn Recruiting Features
  • January 26, 2011: The Mangers Workshop: Strengthening the Unique Skills of the Firm Professional

Meeting Minutes
If you missed a meeting, or simply need a refresher on what was covered, please review the minutes taken at the meeting by our Chapter Secretary.