Tax Conference
Nov. 17-18 | Minneapolis

Exhibitors & Sponsors

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Exhibit & sponsor

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Our partners offer valuable products and services to help you and your business succeed. They will also be offering free stuff and giveaways, so please take time to visit them throughout the conference.

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Exhibitors in action


  • Silver

    Live Oak Bank
  • Happy Hour/Lanyard

    Robert Half
  • Bag/Notepad

  • Lunch

    Moss and Barnett
  • Charging Station

    Tech Guru


Accountants Concerned for Accountants
Booth # 7

4570 W 77th St Ste 255
Edina, MN 55435-5000
Phone: 952-920-5287
Fax: 952-920-5305

Company description: Accountants Concerned for Accountants is a program supported by the Minnesota Society of CPAs that provides peer support, assessment, consultation and referral to accountants, their families and colleagues who are affected by addiction.

Products: Addiction recovery information

ADP - Affinity partner
Booth # 111-112

8100 Old Cedar Ave S
Bloomington, MN 55425-1803
Phone: 952-854-1700
Fax: 952-814-5899

Company description: Members of the Minnesota Society of CPAs are entitled to a number of valuable benefits from ADP®. ADP offers accounting professionals’ data insights and flexible partnership options to help increase revenue for your firm. Benefits include:

- Free payroll processing for your accounting firm*
- Discounted payroll services* for your business clients
- Anytime access to your ADP client data, a seamless general ledger interface and complimentary practice tools through our award-winning cloud solution Accountant ConnectSM
- Free and discounted CPE courses through the ADP CPE Link Center

Access these exclusive member benefits and more by visiting us at
*Some restrictions may apply. Contact your local ADP representative for more information.

Products: Discounted payroll and other HR services for MNCPA members

Door prizes: $100 Apple gift card

Booth # 4

220 Leigh Farm Road
Durham, NC 27707
Phone: 888-777-7077
Fax: 800-362-5066

Company description: The AICPA’s Private Companies Practice Section (PCPS) supports CPA firms in the everyday intricacies of running a practice. PCPS partners with firms of all sizes, creating targeted and customizable practice management resources, networking opportunities and is a strong, collective voice within the CPA profession. Learn more at

Products: Practice management tools and resources for public accounting firms

Aon Insurance
Booth # 216

1100 Virgina Dr Ste 250
Fort Washington, PA 19034
Phone: 800-221-3023

Company description: As new classes of technology professionals continue to emerge, generalizing trends in professional liability insurance has become more difficult, and elements of professional liability coverage have become more specialized. Aon experts can ensure that you have the right coverage for every aspect of your business.

Products: Insurance program

Door prizes: Amazon Echo

Bloomberg BNA
Booth # 201

1801 S Bell St
Arlington, VA 22202
Phone: 800-542-1333

Company description: Bloomberg BNA, an affiliate of Bloomberg L.P., is a leading source of legal, regulatory, and business information for professionals. Its network of more than 2,500 reporters, correspondents, and leading practitioners delivers expert analysis, news, practice tools, and guidance — the information that matters most to professionals. Bloomberg BNA’s authoritative tax coverage spans the full range of federal, state, and international tax issues with exceptional coverage of major tax areas including benefits, compensation planning, corporate and individual tax, estates and trusts, nexus, sales & use tax, tax accounting, transfer pricing, and more.

Products: Tax and accounting software and research services

Bremer Bank
Booth # 114

225 S 6th St Ste 200
Minneapolis, MN 55402-4647
Phone: 612-782-2815
Fax: 612-782-1996

Company description: Bremer Bank is a regional financial service company that provides a comprehensive range of banking, investment, trust and insurance services. This range of capabilities allows Bremer clients to benefit from working with a team that's able to provide coordinated full-service financial solutions.

Products: Business banking

BrightPath Financial Corp. NEW THIS YEAR!
Booth # 203

11985 Technology Dr Ste 100
Minneapolis, MN 55344-3622
Phone: 612-867-5959

Company description: BrightPath Financial specializes in alternative investments, helping RIAs, tax professionals and accredited investors obtain tax deductions in the current year using oil and gas investments, as well as other alternatives not aligned with stock market risk or geopolitical upheaval.

BrightPath also helps Seniors and their financial advisors uncover assets they didn't know existed by competitively marketing their unwanted and unneeded life insurance policies providing cash now.

Products: Alternative investments, oil and gas

Door prizes: $100 gift card to Spoon and Stable

Booth # 217-218

3401 N Thanksgiving Way
Lehi, UT 84003
Phone: 801-472-3618

Company description: Canopy's mission is to make taxing work simple.

Canopy is building sophisticated, cloud-based software to make resolving IRS collections easier on tax professionals and their clients. It allows effortless gathering of client information and documents, robust tax analytics, auto-completion of tax forms, and more.

Products: Practice Management and Tax Resolution Software

Door prizes: Apple EarPods

CPEC1031 - Commercial Partners Exchange Company
Booth # 2

200 S 6th St Ste 1300
Minneapolis, MN 55402-1439
Phone: 612-643-1031
Fax: 612-337-2471

Company description: CPEC1031 - Commercial Partners Exchange Company, LLC is dedicated to helping owners of businesses and investment property defer their capital gains taxes on sale of property under Section 1031 of the Internal Revenue Code. No matter what you are hoping to exchange – aircraft, gold bullion, real estate, agricultural, or business equipment – our team of tax professionals is equipped to facilitate your 1031 exchange.

Products: 1031 exchange qualified intermediary services for Forward Exchanges, Reverse Exchanges

Drake Software NEW THIS YEAR!
Booth # 206

235 E Palmer St
Franklin, NC 28734
Phone: 800-890-9500

Company description: Drake Software is a top-tier provider of professional tax preparation software. Drake provides the tools and support tax professionals need to build their businesses and attract new clients. Our customers know they can rely on Drake for comprehensive product excellence and value.

More than 50,000 tax professionals nationwide use Drake. Each year, Drake processes more than 26 million federal and state accepted returns.

Products: Tax preparation software with electronic filing

Door prizes: Best Buy gift card

First American Exchange Company
Booth # 116

3601 Minnesota Dr Ste 100
Bloomington, MN 55435-5253
Phone: 888-625-1031
Fax: 888-380-6997

Company description: Call on our team of professionals to assit you with all of your 1031 exchange needs. We can help your clients preserve equity in their real estate. Whether they own a rental home or a commercial property, let the 1031 exchange help them defer taxes. Benefit from working with expert, we can educate how a 1031 exchange defers capital gains taxes and how to reinvest into a new investment property, so your clients can keep more money.

Products: 1031 exchanges

Booth # 122

1 Merrill Industrial Dr
Hampton, NH 03842
Phone: 877-830-6059

Company description: GruntWorx automates the time consuming tasks of organizing and typing your client’s tax data into your tax preparation software. GruntWorx validates all the tax data before returning it to ensure the highest accuracy possible.

Products: Tax automation services

Door prizes: Scanner

Heartland Payment Systems NEW THIS YEAR!
Booth # 115

5935 Stonebridge Rd
Minnetrista, MN 55364-9005
Phone: 612-275-5848

Company description: Helping businesses prosper through innovative solutions, advocacy and unmatched service is Heartland’s mission.

Products: Payment solutions, including merchange services, ecommerce, billing solutions

Booth # 123

790 E Colorado Blvd Ste 600
Pasadena, CA 91101
Phone: 877-525-4462
Fax: 949-334-1600

Company description: Here at KBKG, we understand that all individuals, companies, and accounting systems are different. We are a client-centric firm with a primary objective of delivering value to those that we serve. We offer a wide range of services that cater to your specific needs and interests. Let's start a conversation and see what we can do together.

Products: Cost Segregation, R&D Tax Credit, 45L Credits

Door prizes: Amazon gift card

Live Oak Bank - Silver Sponsor NEW THIS YEAR!
Booth # 212

1741 Tiburon Dr.
Wilmington, NC 28403
Phone: 910-790-5867
Fax: 910-218-7712

Company description: Our accounting and tax lending team is exclusively focused on helping accounting and tax professionals achieve growth by offering competitive financing solutions. Whether you are buying, building or simply growing your business, Live Oak is eager to work with you to accomplish your goals.

Products: Business loans

Door prizes: Yeti tumbler

M&E Cost Segregation
Booth # 213

80 S 8th St Ste 900
Minneapolis, MN 55402-8773
Phone: 612-216-0968
Fax: 651-355-1512

Company description: M&E Cost Segregation is the cost segregation leader due to our unique engineering based approach and our industry leading reports. Our detailed approach allows us to identify the maximum tax benefit with minimum risk. We provide as much detail for the remaining long life assets as we do for the assets that qualify for shorter lives. This provides the opportunity to retire short and long life assets in the years following the study.

Products: Cost segregation services

Door prizes: Amazon Echo

Master of Business Taxation - University of Minnesota
Booth # 3

321 19th Ave S
Minneapolis, MN 55455-0438
Phone: 612-624-7511
Fax: 612-626-7795

Company description: As one of the top graduate tax programs in the nation, the Carlson School Master of Business Taxation program gives you a chance to learn from world-class faculty and - by working closely with the Twin Cities business community - from distinguished professionals with real-life experience and in-depth knowledge of the tax industry. Evening and online courses offer the flexibility to suit students' schedules.

Products: Masters degree program

Door prizes: Visa gift card

McGuire Sponsel
Booth # 117

201 N Illinois St Ste 1000
Indianapolis, IN 46204
Phone: 317-564-5000
Fax: 317-654-5020

Company description: Conceived out of the need to provide tested and proven specialty advisory solutions, McGuire Sponsel serves leading accounting firms and businesses all across the country. We partner with CPAs to provide businesses cost segregation & fixed asset studies, research and development studies, IC-DISCs, and financing & economic incentive services.

Products: Specialty tax services

Mercer Consumer - MNCPA Affinity Partner
Booth # 110

12421 Meredith Drive
Urbandale, IA 50398
Phone: 800-328-4671
Fax: 866-715-0997

Company description: Mercer Consumer has long recognized that individuals who join professional associations are a better risk. MNCPA members therefore receive discount rates. Save time and money with competitive quotes on the following products:

Term life, disability
Auto/home - Liberty Mutual
Professional liability
Business owners package
Workers' compensation

Products: Discount insurance program exclusive for MNCPA members

Metropolitan State University
Booth # 8

1501 Hennepin Ave
Minneapolis, MN 55403-1710
Phone: 612-659-7150

Company description: Metropolitan State University offers high-quality and relevant graduate business programs - DBA, MBA and MMIS including graduate certificates. These programs will help you develop necessary skills and understanding required to be successful in business. Our graduate programs are accredited, flexible and cost effective.

Products: Master’s degree and certificate programs; Doctorate of Business Administration (DBA)

Minneapolis Portfolio Management Group
Booth # 210

80 S 8th St Ste 2825
Minneapolis, MN 55402-2148
Phone: 612-334-2000
Fax: 612-334-2001

Company description: MPMG manages approximately $1 Billion in investment assets. Clients include higher net worth individuals and their families, trusts, government and private retirement funds, major Wall Street brokerage firms, endowments and other institutional investors. Each client has a separate account so they are not affected by the actions of other investors. We select individual stock investments and manage the portfolios. We charge a fee for our service calculated as a percentage of assets managed. Performance returns are calculated after expenses. We do not receive commissions or any other form of compensation from any other source. We do not sell anything - no mutual funds, insurance, annuities or other products. We are not a middleman or broker for other managers. We are the money managers. Please look at our web site to see our record of performance, and learn more about our proven approach to growing wealth. Overall, MPMG believes that it is an excellent choice for individual or institutional investors looking for experienced, value-based, "all-weather" portfolio management.

Products: Award-winning portfolio management

Door prizes: Library of autographed business books

Minnesota 529 College Savings Plan
Booth # 1

8000 Norman Center Dr Ste 650
Bloomington, MN 55437-1181
Phone: 800-877-6602

Company description: Invest in your loved one's future with the Minnesota College Savings Plan. Families hope to see their child or loved one graduate from college but it takes more than hope to get there. The Minnesota College Savings Plan is the state of Minnesota's official Section 529 college savings plan. It can help your family save for future higher education expenses.

Products: 529 college saving plan for the state of Minnesota

Minnesota Department of Natural Resources
Booth # 100-102

500 Lafayette Rd N
St. Paul, MN 55155-4002
Fax: 651-836-1811

Company description: The Nongame Wildlife program was started in 1977. The Nongame Wildlife Check off and the Nongame Wildlife Management Account were established in 1980 legislation under M.S. 290.431. The principal objectives are the conservation of nongame wildlife species and management and conservation of their habitats. The program works to protect over 800 species of nongame wildlife including birds, mammals, reptiles, amphibians, fishes, and selected invertebrates such as butterflies and dragonflies. Examples of species that have benefited from the Nongame Wildlife's Program are the osprey, common loon, peregrine falcon, trumpeter swan, and bald eagle.

Products: Nongame check-off promotional materials

Minnesota Department of Revenue
Booth # 100-102

600 Robert St N
St. Paul, MN 55146-6000
Phone: 651-297-1772
Fax: 651-297-5192

Products: Tax-related information from the Minnesota Department of Revenue

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 benefits and resources

Minnesota Unemployment Insurance Program
Booth # 100-102

332 Minnesota St Ste E200
St. Paul, MN 55101-1349
Phone: 651-296-6141
Fax: 651-296-0050

Company description: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to Minnesota workers who become unemployed through no fault of their own.

  • Eligibility requirements
  • Tips for workers being furloughed
  • Returning to work
  • Year-end tax information
  • Special programs

Products: Unemployment insurance information and resources

Moss & Barnett - Luncheon Sponsor NEW THIS YEAR!
Booth # 126

150 S 5th St Ste 1200
Minneapolis, MN 55402-4138
Phone: 612-877-5000
Fax: 612-877-5999

Company description: How do you measure value in a law firm? We believe clients know it when they experience it. Moss & Barnett listens closely to clients and understands the value they seek. Our team approach, technology strategies, and direct style of representation contribute to our value proposition to clients. Moss & Barnett provides a full range of legal services to businesses and individuals, including defending and advising CPAs and firms of all sizes, in courtrooms and offices located throughout the U.S., on liability claims, government regulations, loss prevention, professional discipline, business, and employment matters.

Products: Legal services

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: Fair market value tax deductions for car and truck donations used for training program.

Northflow Solutions NEW THIS YEAR!
Booth # 105

215 E Hickory St, PO Box 3286
Mankato, MN 56001-3610
Phone: 507-388-0249

Company description: Northflow's story begins with the fox.
The fox is a cunning creature, known for its agility, resiliance and cleverness. A company needs those same attributes in order to succeed in the competitive world of business. At Northflow Solutions, we provide the necessary tools for you to become more agile, more resiliant, and more clever. You might even say that we'll help you out-fox your competitors.

We're based out of Mankato, Minn., where the 332-mile long Minnesota River reverses sharply and begins to flow north, eventually converging with the mighty Mississippi River. We chart a course just as unusual, crafting innovative tools that allow companies to streamline their business processes. We've called southern Minnesota home since our company's founding in 1964, but our client base today extends to companies located across North America.

Products: Project management software

Door prizes: Logo clothing

Booth # 209

514 Commerce Ave Ste D
Palmdale, CA 93551
Phone: 661-794-2220

Company description: OfficeTools 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.

OfficeTools 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: Workspace and workspace online, practice management solutions

Booth # 214

1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080

Company description: Paychex is the preferred payroll and 401(k) provider of the AICPA. All members of the AICPA receive valuable discounts for their firms and their clients. Paychex, Inc is a recognized leader in the payroll and human resource industry, serving approximately 572,000 businesses nationwide. With Marty Mucci as CEO, the Paychex commitment to customers remains as strong today as when the company was founded by B. Thomas Golisano in 1971. Paychex is committed to being a steady and valuable resource to the accounting community.

Paychex offers the following to the accounting community:
- Free payroll to accounting firms
- 1st month free and 6 month money back guarantee on payroll services for CPA's clients
- Free use of our Accountant Knowledge Center, which contains BNA and CCH content

Products: Payroll and HR compliance services

Door prizes: Fitbit Ionic

Payroll Direct, Inc. NEW THIS YEAR!
Booth # 106

7575 Golden Valley Rd Ste 250
Golden Valley, MN 55427-4562
Phone: 952-288-2600

Company description: Simplify your payroll process with our expert payroll services. Let us handle your business's payroll processing, tax services, ACA reporting & much more! Payroll Direct was founded in 2007 to provide the customized payroll solutions and superior customer service that were not available from the larger providers in the payroll industry.

Products: Custom payroll solutions for small to mid-size businesses.

Door prizes: Amazon Echo Dot

Prepare + Prosper
Booth # 6

2610 University Ave W Ste 450
St. Paul, MN 55114-1055
Phone: 651-287-0187
Fax: 651-287-0190

Company description: Our work is rooted in economic justice.

In 1971 a group of tax professionals came together with the same belief - an individual's access to quality tax assistance and financial refunds should not depend solely on one's ability to pay for such services. Shortly thereafter, Prepare + Prosper was formed and began providing free tax prep to low -- and moderate-income individuals.

After 41 years of service, Prepare + Prosper's scope of work has broadened. We assist Minnesotans to move out of poverty by providing pathways to increase income, build assets and become financially secure, and by advocating for change that breaks down barriers to financial success.

Products: Tax clinic volunteer positions - tax preparerer, intake specialist and financial services

RCG Tax Partners - Bag and notepad sponsor
Booth # 127

4466 Darrow Rd Ste 15
Stow, OH 44224
Phone: 330-689-1778

Company description: We are experienced tax specialists, engineers, and architects who partner with clients to identify opportunities and benefits that are often overlooked in regular tax returns. The highly qualified staff at RCG works exclusively on R&D Tax Credits and Building Cost Segregation Studies. This specialization allows us to provide an unparalleled level of expertise in these highly technical fields.

Products: R & D tax credits and cost segregation

Robert Half - Happy Hour and Lanyard Sponsor
Booth # 208

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

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 consulting services

Door prizes: $100 Visa gift card

SILVERMAN Be Remarkable

4445 W 77th St Ste 130
Edina, MN 55435-5188
Phone: 952-844-0119

Company description: Steve Silverman will be on hand to take professional headshots throughout the day on Friday, Dec. 1. This service is complimentary for all Tax Conference attendees. Please thank Steve for volunteering his time. Edina based SILVERMAN Be Remarkable specializes in portraits of people and environmental photography for professional services firms. In addition, he creates architectural photography for architects, contractors, interior designers, and landscape/design firms.

Products: Complimentary headshots on Friday, Dec. 1 (9:15am-4:10pm)

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 fourteen no-load mutual funds, including ten 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

Door prizes: $50 gift card

Stonebridge Capital Advisor NEW THIS YEAR!
Booth # 9

2550 University Ave W Ste 180S
St. Paul, MN 55114-2003
Phone: 651-251-1000

Company description: Stonebridge Capital Advisors is a Twin Cities based investment advisory firm formed in 1997. We have offices in St. Paul, MN, Traverse City, MI, Hendersonville, TN, and Denver, CO with clients across the United States. As an SEC Registered Investment Advisor (RIA) we manage over $1 Billion in assets under management. Our focus is customized separately managed investment portfolios. Clients needs are met through diverse styles of management including equity, balanced and fixed income solutions.

Sunrise Banks
Booth # 120

2525 Wabash Ave
St. Paul, MN 55114-1020
Phone: 651-265-5600

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 and banking

Booth # 211

17890 Sky Park Cir Ste 100
Irvine, CA 92614
Phone: 800-805-8582

Company description: SurePrep's tax document automation and paperless workpaper solutions are used by more than 18,000 practitioners including 2 of the Big 4 and nearly half of the Top 100 firms in the country. SurePrep's software solutions and onshore and offshore tax preparation outsourcing services allow accounting firms to increase productivity and profitability while promoting a completely digital tax workflow. Since 2002, SurePrep's technology solutions have been used in the preparation of over 1,600,000 individual and business tax returns. For more information visit or call (800) 805-8582 ext. 3

Products: 1040SCAN, TaxCaddy and Outsource

Tax Materials, Inc. - Publishers of TheTaxBook
Booth # 121

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

Company description: You need a reliable source for accurate answers to your tax questions. You need to show your clients in “black and white” how tax rules affect their return. You need to be able to look up filing requirements, deductions, credits, and phase out ranges fast! TheTaxBook™ is your solution for tax research. Voted the number one tax reference book in America over the last five years, TheTaxBook is known for our fast-answer format, client-friendly content, and customer satisfaction rating of 98.6%. Stop by our booth to take advantage of special show pricing and get your order in today for the upcoming tax season!

Products: Tax research materials

Door prizes: WebLibrary Plus subscription

Tech Guru - Charging Station Sponsor NEW THIS YEAR!
Booth # 219

79 13th Ave NE Ste 208
Minneapolis, MN 55413-1074
Phone: 612-235-4895
Fax: 866-987-4878

Company description: There are many ways to do technology. But there is only one way that is in your best interest. We focus on educating and empowering you and your people to make sound business/technology decisions.

Products: IT support services

Door prizes: Overnight at Hewing Hotel Minneapolis

The Saint Paul & Minnesota Community Foundations
Booth # 205

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

Company description:
About The Saint Paul Foundation
Since 1940, thousands of generous individuals committed to the Saint Paul area have made charitable gifts to The Saint Paul Foundation. Today, the Foundation is the state’s largest community foundation. Guided by the legacy of its earliest donors, the Foundation today helps donors achieve their charitable giving goals and have long-lasting impact in the community.

About Minnesota Community Foundation
Founded in 1949, Minnesota Community Foundation is an innovative leader in philanthropy. Recent creative ventures include and the Minnesota Idea Open. The Foundation helps Minnesota donors support the causes and communities that matter most to them.

Products: Philanthropic services

Door prizes: GiveMN gift card

Thomson Reuters
Booth # 215

6300 Interfirst Dr
Ann Arbor, MI 48108
Phone: 800-968-8900
Fax: 734-426-3750

Company description: The Tax & Accounting business of Thomson Reuters provides the profession's most integrated, comprehensive family of tax and accounting tools. Its unparalleled breadth of knowledge and resources includes professional tax and accounting software, research, training, and more. Offering the CS Professional Suite®, Checkpoint®, Checkpoint Learning, Quickfinder® , and BizActions/PDI Global, as well as comprehensive thought leadership offerings, Thomson Reuters powers smoother workflows, more informed decisions, improved client service, tax and estate planning tools, web and social media content and better results for tax and accounting firms of all sizes.

Products: Tax and accounting research software

Door prizes: Amazon Echo Show

Trust Point
Booth # 119

43 SE Main St Ste 214
Minneapolis, MN 55414-1031
Phone: 612-339-2343
Fax: 612-339-2356

Company description: Trust Point Inc., established in 1913, is an independent trust and investment management firm. Trust Point serves the financial needs of individuals, families, businesses and organizations. Trust Point offers objective investment advice delivered with genuine personal attention by a credentialed team of multi-disciplinary professionals. Clients are served nationwide from their headquarters in La Crosse, WI and their full-service office in Minneapolis, MN. Trust Point is one of the oldest and largest independent trust companies in the region. Services available include but are not limited to the following:

  • Trust and Estate
  • Investment Management
  • Retirement Plan Services
  • Financial Planning
  • Philanthropic Services

Products: Investment management and retirement services

Venture Bank
Booth # 202

2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2222
Fax: 651-289-0200

Company description: Venture Bank is a community bank, specializing in meeting the banking needs of small to medium sized businesses. 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. We have four locations in the Twin Cities: Bloomington, Eagan, Golden Valley, and Roseville.

Products: Business banking

West Bend Mutual Insurance Company
Booth # 200

1900 S 18th Ave
West Bend, WI 53095
Phone: 262-334-6588
Fax: 262-338-5171

Company description: A proud supporter of the MNCPA - West Bend Mutual Insurance Company, headquartered in West Bend, Wisconsin, provides property/casualty insurance products throughout the Midwest. The company offers a broad personal lines coverage package, a full range of commercial products and services, and insurance for specialty lines. West Bend employs more than 1,000 associates and is represented by approximately 1,200 independent insurance agencies throughout Wisconsin, Illinois, Iowa, Minnesota, Indiana, Ohio, Michigan, Missouri, Kansas, and Kentucky. The company has been rated A (Excellent) or better by A.M. Best since 1971 and is consistently ranked at the top of a nationwide ease-of-doing business survey.

Products: Discounted home ad auto insurance for MNCPA members

Western Insurance Agency
Booth # 113

1740 Rice St Ste 200
St. Paul, MN 55113-6825
Phone: 651-558-2557
Fax: 651-558-5767

Company description: Western Insurance Agency is a full service insurance agency specializing in Personal Insurance, Business Insurance, and Employee Benefits including Health Care Reform.

Health Care Reform - We have you covered With the changes brought on by health care reform, you may be feeling overwhelmed by the additional responsibilities. Take a deep breath—we can help. We have all the resources you need to successfully navigate health care reform for you and your clients.

  • Compliance checklists and timelines
  • Health care reform legislative updates and guides
  • Employee and Employer education materials
  • Health care reform video content
  • Community forum
  • Bench-marking

Products: Independent insurance agency providing group benefits, personal and business insurance

Door prizes: $100 Amazon gift card

Wolters Kluwer
Booth # 204

2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 847-267-7000
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 software

Door prizes: $100 American Express gift card

Booth # 118

10925 Valley View Rd Ste 102
Eden Prairie, MN 55344-6004
Phone: 612-547-0789

Company description: Helping businesses deploy better systems.

Zastro is a NetSuite Solution Provider with over 15 years of experience using and implementing NetSuite. Having used many ERP systems over the years, we have chosen to partner with NetSuite. The cloud-based NetSuite platform is, by far, the best product on the market.

Our team of magicians have helped many clients achieve significant growth and realize the benefits of a world-class ERP system. Getting powerful systems and strategic solutions in place can help you increase sales and profits, improve operations and supply chain performance, and make better decisions.

Products: NetSuite ERP/Accounting software