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
Download Agenda - May 27, 2015 -The Same Yet Different – exploring diversity in our positions and responsibilities
Download Agenda
Download Program - March 25, 2015 - Roundtable Discussion
Download Handout - February 25, 2015 - Roundtable Discussion
Download Handout - 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
Download Handout - January 22, 2014 - "Persuasion, Communication, Creating Fair Process and Engagement" with Charles Weinstein, PhD, Ethical Leaders in Action
Download Handout
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.
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