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Nov. 17-18 | Minneapolis


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Our partners offer valuable products and services to help you and your business succeed. Please take time to visit them throughout the conference.

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Exhibitors in action

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

Aon Insurance
Booth #218

159 E. County Line Rd
Hatboro, PA 19040
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: AICPA member professional liability insurance program

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

First American Exchange Company
Booth #121

3601 Minnesota Dr Ste 100
Bloomington, MN 55435-5253
Phone: 612-305-2023
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

Contact information
Sara Koivu

Fiscal CheckUp
Booth #220

8530 Eagle Point Blvd Ste 100
Lake Elmo, MN 55042-8648
Phone: 844-834-7225
Fax: 844-834-7225

Company description: Fiscal Checkup is a web-based software tool that provides businesses with an in-depth fiscal analysis, empowering Trusted Business Advisors to better understand their business clients and offer advisory services. The software generates six customized reports which assists businesses in identifying and implementing key financial strategies to maximize cash flow and profitability.

Products: Fiscal CheckUp Fiscal Analysis software

Contact information
Roger Jacobi

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

Giveaways: Drones

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

M & E Cost Segregation
Booth #215

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

Contact information
Tom Miller
Phone: 612-963-4004

McGuire Sponsel
Booth #117

201 N Illinois St Ste 1730
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

Contact information
Michael Dalman
Phone: 317-564-5013

Mercer Consumer - Affinity Partner
Booth #110

12421 Meredith Drive
Urbandale, IA 50398
Phone: 515-365-6173
Fax: 515-635-6150

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: MNCPA sponsored insurance program

Contact information
John Collentine

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

Minneapolis Portfolio Management Group LLC
Booth #219

80 S 8th St Ste 2825
Minneapolis, MN 55402-2100
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: Investment portfolio management

Contact information
Herb Schechter CPA

Minnesota Department of Revenue
Booth #100-102

600 Robert St N
St. Paul, MN 55101-2228
Phone: 651-556-3000
Fax: 651-556-3156

Company description: Our core values are the foundation of the high standards of performance and behavior.

  • Integrity: We are honest and ethical because trust is the foundation of our reputation and relationships.
  • Respect: We embrace diversity and respect everyone inside and outside of our agency.
  • Excellence: We expect and reward innovation, flexibility, accuracy, timeliness, and collaboration.
  • Accountability: We ensure the fair and efficient administration of Minnesota's revenue system.

Products: Minnesota tax information

Contact information
Jake Feneis
Phone: 651-556-6606

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.

Products: Business Brokerage Firm

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

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

Contact information
Jeffrey Unger
Phone: 612-499-9941

Prepare + Prosper
Booth #7

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: Volunteer opportunities

Contact information
Cori Ballew
Phone: 651-262-2163

RCG Tax Partners - Lanyard Sponsor
Booth #105

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 studies

Contact information
Ron Antal, CPA, Marla Schleider

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

SUCCESS Computer Consulting - Microsoft Partner
Booth #113

6130 Golden Hills Dr
Golden Valley, MN 55416-1020
Phone: 763-593-3000
Fax: 763-593-7003

Company description: As a Microsoft partner, SUCCESS Computer Consulting is the leading technology solution provider to medium and small businesses and organizations throughout the Twin Cities metro area. We help our clients realize the true promise of technology, with services that range from network support and consulting to Microsoft Office 365 to collaboration, business intelligence and more. Visit our booth to discover how we can help your firm and your clients achieve more by combining today's technology with a talented, energetic team to show you the way. Stop by to see the latest Microsoft Windows devices and enter for a chance to win a Windows tablet.

Products: IT support services

Giveaways: Tablet

Contact information
Eddie Zaret, Scott Weyninger

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

Thomson Reuters
Booth #115-116

7322 Newman Blvd
Dexter, MI 48130-1557
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 software

Contact information
Terri Merte, Melissa Rothchild

Trust Point Inc.
Booth #120

43 Main St SE 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: Financial

Contact information
Brian Bosch
Phone: 612-339-2343

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

UPS - Affinity Partner
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

Western Insurance Agency
Booth #114

1750 Rice St Ste 200
St. Paul, MN 55113-6804
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
– Benchmarking

Products: Insurance services

Giveaways: $100 Amazon gift card

Contact information
Ron Linneman
Phone: 651-558-2557

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