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Nov. 17-18 | Minneapolis


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  • Exhibitors
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  • Exhibitors

Exhibitor list

360 Financial
Booth #6

11100 Wayzata Blvd Ste 360
Minnetonka, MN 55305-5556
Phone: 952-542-8900
Fax: 952-562-8962

Company description: 360 Financial offers strategic partnerships with accounting professionals to provide the highest degree of expertise and professional excellence to their clients. With you, we become part of your client's comprehensive wealth strategy team. And - while most investors have been plugged into a preordained mutual fund program - 360 Financial builds investment programs tailored and customized to each client's particular set of financial goals.

Products: Comprehensive financial planning, 4019k) after-tax contribution strategy

Contact information
Mike Rogers

Cetrom Information Technology, Inc.
Booth #104

8000 Towers Crescent Dr 13th Floor
Vienna, VA 22182
Phone: 866-364-1098
Fax: 240-631-8501

Company description: Cetrom is a small town company doing big things. We were founded on the principle of helping people reach new heights, and twelve years later our philosophy still remains customer-centric. Our customers are at the core of everything we do, and drive our decisions. Clients keep coming to us for dependable, customized IT solutions and stay for the mutually beneficial partnership.

Giveaways: VISA gift card

Contact information
Sherrill Hebert

DST Retirement Services
Booth #105

147 Lake Almena Dr
Almena, WI 54805
Phone: 715-357-3334

Company description: Written and designed with your marketing needs in mind, DST's high-quality, informative financial content - newsletters, booklets, brochures, smartsheets, articles, and more - will spark interest and help position you and your firm as knowledgeable, trusted advisors. Through our innovative online ordering platform, you can personalize your materials in a snap and have DST produce and distribute them to the location(s) you indicate. Choose from a range of accounting, tax, and financial planning materials by clicking on the link below.

Products: Tax and accounting marketing solutions

Giveaways: Tiffany braclet

Contact information
Donna Jean Duncan

Booth #212

314 S. 200 W.
Farmington, UT 84025
Phone: 801-951-8116
Fax: 801-951-8216

Company description: iTransact is a 20 year old, full service payment processing company powered by the largest processors on the planet. iTransact serves CPAs, Tax and Financial Professionals, as well as their clients who accept credit cards. iTransact’s full service solutions, personal customer support, and free evaluation of existing processing services makes it a perfect fit for professionals who want to save money on processing. iTransact is also a great solution for firms and professionals who wish to offer money-saving business solutions to their clients, increasing client loyalty while growing firm revenue with monthly residual income.

Products: Merchant services trusted advisor program

Contact information
Colby Poulson
Phone: 801-951-8110

Booth #206

1550 Audubon Rd Ste 200, PO Box 487
Chaska, MN 55318-4547
Phone: 952-448-2484
Fax: 952-448-7788

Company description: KleinBank's roots date back to 1907 when C.H. Klein first bought stock in First National Bank of Chaska. Today, with assets totaling $1.6 billion and a financial team of 385 dedicated banking professionals, KleinBank is Minnesota's largest family-owned state bank. KleinBank has successfully established honest, long-lasting, values-based relationships with our customers for over 100 years. KleinBank remains an outstanding bank with strong capital, committed ownership, excellent people, a true heart for the communities we serve and a leader in the financial services industry. Our bankers are dedicated to you and your success. One of our key characteristics is local management with customer accessibility to decision makers. When you bank with KleinBank, you partner one-on-one with an experienced banker who offers the resources and information needed to help you succeed. KleinBank has been honored to receive the 2011 Minnesota Business Ethics Award and the 2012 Family Business Award

Products: Financial products

Contact information
Barb Croxen

Merchants Bank

15055 Chippendale Ave W
Rosemount, MN 55068-1522
Phone: 651-423-5000
Fax: 651-423-5148

Company description: At Merchants Bank, we've been helping customers and supporting the communities we serve since 1875. That commitment to service still differentiates Merchants from other financial institutions and is the reason that Merchants Bank has earned the name "The Bank that Service Built." Merchants offers a full line of loans and deposit products, such as checking, IRAs, HSAs, mortgages, consumer loans, commercial loans, leasing options, commercial equipment leasing, credit card and Wealth Management services. In addition to the commitment to provide the best in financial products, Merchants shows its commitment to the community by its support of events and organizations through volunteer hours and monetary contributions.

Products: Business lending, leasing and cash management

Contact information
Brian Brakke

Minnesota Philanthropy Partners
Booth #200

101 5th St E Ste 2400
St. Paul, MN 55101-1800
Phone: 651-224-5463
Fax: 651-224-8123

Company description: Minnesota Philanthropy Partners supports The Saint Paul Foundation, Minnesota Community Foundation, F. R. Bigelow Foundation, Mardag Foundation and more than 1,600 affiliates across Minnesota. We help people fulfill their visions for enriching lives and communities through philanthropy. Our expert gift advisors can help your clients fulfill their charitable objectives while maximizing legal and tax benefits - at no cost to you.

Products: MN Partners gift planning products and services

Giveaways: $50 GIVEMN gift card

Contact information
Eric Joranson
Phone: 651-325-4284

Minnesota Society of CPAs
Booth #107-109

1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Phone: 952-831-2707
Fax: 952-831-7875

Company description: The Minnesota Society of Certified Public Accountants (MNCPA) is a not-for-profit professional organization supporting CPAs and accounting professionals. The MNCPA serves more than 9,000 members working in public accounting, industry, government and education.

Products: MNCPA member benefit information and tax resources

Contact information
Stephanie Schmidt
Phone: 952-885-5524

Murphy Business of Minnesota
Booth #209

250 Prairie Center Dr
Eden Prairie, MN 55344-5370
Phone: 952-484-7222
Fax: 952-303-3928

Company description: Identifying excellence in a professional business brokerage firm shouldn’t be difficult. Founded in 1994 by Roger J. Murphy, Murphy Business & Financial Corporation meets these criteria. As a result, the firm has become one of the largest and most successful business brokerage firms in North America, with business brokers conveniently located throughout the United States and Canada. Founded in 1994 by Roger J. Murphy, Murphy Business & Financial Corporation meets these criteria. As a result, the firm has become one of the largest and most successful business brokerage firms in North America, with business brokers conveniently located throughout the United States and Canada.

Giveaways: Brokers opinion of value

Contact information
Daniel Bauer

Newgate School
Booth #5

2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0177
Fax: 612-378-0874

Company description: Newgate School is a nonprofit automotive technical school located in the Twin Cities offering auto-body and auto-mechanics training for unemployed or under-employed adults. Newgate School turns tax-deductible gifts of donated cars into automotive training and social service programs that provide low-income adults in the Twin Cities with training, jobs and transportation opportunities to succeed in their quest for self-sufficiency.

Products: Tax deduction on car donations

Contact information
Connie Balcom

Office Tools
Booth #209

514 Commerce Ave Ste D
Palmdale, CA 93551
Phone: 661-951-9200
Fax: 661-951-3875

Company description: Office Tools is the leading provider of practice management software and resources for firms in the accounting profession. Its primary products, Workspace™ and Workspace™ On-Line, combine a suite of core accountant/tax firm applications that handle contact management, tasks, due dates, document management, time tracking, billing, and workflow management into an integrated solution that is operated from a single interface. Office Tools also provides the Annual Practice Management and Tech Conference for members of the accounting industry and My Office Today, a print/online publication that offers resources from industry experts in three main sections: practice management, technology, and marketing.

Products: Practice management software

Contact information

Robert Half - Silver Sponsor
Booth #205

8500 Normandale Lake Blvd Ste 1010
Bloomington, MN 55437-3823
Phone: 952-831-7240
Fax: 952-831-6878
Web: ://

Company description: Robert Half Management Resources, a division of Robert Half International Inc. (RHI), is the world's premier provider of senior-level accounting and finance professionals on a project and interim basis. Robert Half Management Resources works with clients in a variety of industries, filling interim positions.

Products: Staffing and recruiting services

Contact information
Jennifer Carlson

Sit Mutual Funds
Booth #207

80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Phone: 800-332-5580
Fax: 612-342-2111

Company description: Sit Mutual Funds offers thirteen no-load mutual funds, including nine equity growth funds and four fixed income funds from which to create diversified portfolios. The Funds are managed by experienced teams of managers through our Advisor, Sit Investment Associates, Inc., which was established in 1981. Sit Mutual Funds are offered through a number of networks and direct through Sit Mutual Funds.

Products: Mutual funds

Giveaways: $50 Best Buy gift card

Contact information
Steve Benjamin

Sunrise Banks
Booth #216

525 Washington Ave N
Minneapolis, MN 55401-1219
Phone: 651-259-2276

Company description: Based in St. Paul, Minnesota, Sunrise Banks seeks to radically change the way urban communities and underserved people thrive by empowering them to achieve their aspirations. Sunrise is certified by the U.S. Treasury as a Community Development Financial Institution (CDFI), a designation given to approximately 109 banks nationwide. Sunrise Banks is also a member of the Global Alliance for Banking on Values and is a certified B Corp for its demonstrated commitment to transparent corporate governance and positive community impact. Visit Sunrise Banks at, on Twitter @SunriseBanks, or on Facebook. Sunrise Banks is Member FDIC.

Products: Financial services/banking

Contact information
Michael Allen

Tax Materials, Inc. - Publishers of TheTaxBook
Booth #211

15105 Minnetonka Ind. Rd Ste 221
Minnetonka, MN 55345-2106
Phone: 866-919-5277
Fax: 952-746-5278

Company description: Tax Materials, Inc. publishes TheTaxBook, the number one fast-answer tax book series in America! The fast-answer format, individually tabbed index, and client friendly-content allows users of the TheTaxBook to find answers fast. Tax professionals interested in using the most up-to-date and accurate fast-answer tax book available turn to TheTaxBook!

Products: Publishers of TheTaxBook

Giveaways: Free book given away each day

Contact information
Jacob Meyer

U.S. Bank
Booth #202

7001 France Ave S
Edina, MN 55435-3707
Fax: 952-927-1235

Company description: U.S. Bancorp (NYSE: USB), with $354 billion in assets as of December 31,2012, is the parent company of U.S. Bank, the 5th largest commercial bank in the United States. The Company operates 3,084 banking offices in 25 states and 5,065 ATMs and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions. Visit U.S. Bancorp on the web at

Products: Small busines banking and financial services

Contact information
Craig Veurink

Booth #201

3312 Broadway St NE
Minneapolis, MN 55413-1709
Phone: 800-325-7000
Fax: 612-378-6655

Company description: MNCPA members can save up to 30% on UPS Express air and international shipments. MNCPA members can save: Up to 30% on UPS Next Day Air and Worldwide Express services Up to 23% on UPS 2nd Day Air services Up to 23% on UPS 3 Day Select services No promotional code needed, for complete details or to enroll today!

Products: MNCPA member savings

Contact information
Andrew Bosanec

Venture Bank
Booth #208

2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0200

Company description: Venture Bank is a community bank, specializing in meeting the banking needs of small to medium sized businesses. We have three locations in the Twin Cities: Bloomington, Golden Valley, and Eagan. Our products include loans, deposits, and cash management services. Exceptional customer service with the delivery of these products is what sets us apart from our competition. Our business clients look to Venture Bank, not only for these products and services, but also as a business resource and advisor for their company.

Products: Financial services

Contact information
Dion Muchow
Phone: 651-289-2222

Wolters Kluwer
Booth #203-204

2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 877-224-8396
Fax: 847-267-2873

Company description: Wolters Kluwer, is the leading provider of tax information and software solutions for tax research, planning, compliance, accounting and audit. Our market-leading products include: CCH Axcess™, CCH® IntelliConnect®, CCH® Accounting Research Manager® and CCH® ProSystem fx® Knowledge Coach. With over 100 years of excellence and innovation, Wolters Kluwer is the partner to turn to when you have to be right.

Products: Integrated tax products and sotware solutions

Giveaways: $100 American Express gift card

Contact information
Steve Busch, Tom Schlichting
Phone: 877-267-6119