Our partners offer valuable products and services to help you and your business succeed. Please take time to visit them throughout the conference.
11100 Wayzata Blvd Ste 360
Minnetonka, MN 55305-5556
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 and CPA alliance program
2610 University Ave W Ste 450
St. Paul, MN 55114-1055
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, AccountAbility Minnesota was formed and began providing free tax prep to low -- and moderate-income individuals.
After 39 years of service, AccountAbility Minnesota'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
4570 W 77th St. Ste. 255
Edina, MN 55435-5091
Company description: ACA is a program supported by the MN Society of CPAs that provides peer support, assessment, consultation and referral to accountants, their families and colleagues who are affected by addiction.
Products: Information relevant to addictions
8201 Norman Center Dr Ste 220
Bloomington, MN 55437-1055
Company description: H. Robert Anderson & Associates, Inc. is an insurance services company with its office located in Edina. The company specializes in personal, life, health, homeowner's and auto insurance brokerage for clients in the local area
Products: Professional liability insurance
1550 Audubon Rd Ste 200
PO Box 487
Chaska, MN 55318-4547
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: Small business banking
80 S 8th St Ste 900
Minneapolis, MN 55402-8773
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, Asset Retirement, Section 179D
Items at booth: Tape measures
333 S 7th St Ste 1600
Minneapolis, MN 55402-2427
Company description: Insurance companies have 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
Business owners package
Products: MNCPA endorsed insurance products
15055 Chippendale Ave W
Rosemount, MN 55068
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
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
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 9,100 members working in public accounting, industry, government and education.
Products: MNCPA membership information and benefits
2900 E Hennepin Ave
Minneapolis, MN 55413-2918
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 deductible vehicle donations
120 Kellogg Blvd W
Saint Paul, MN 55102-1202
Company description: At the Computer Education Center, we believe in active learning. We make every minute of training relevant to the student. Classes are small. Training is interactive. Instructors bring real-world experience to the classroom and use everyday language, even humor, to help students cut through techno-jargon and get a full hands-on experience. As a result, students learn faster and retain more. Some of the benefits of the Computer Education Center are:
Products: Computer training
4935 Weston Ln N
Plymouth, MN 55446-1722
Company description: Mark Sellner consults on virtually all areas of business and executive taxation and mergers and acquisitions, including advising large corporate buyers, entrepreneurial and family business sellers, corporate executives, and high net worth individuals.
Products: Tax consulting
Items at booth: Highlighters
Giveaways: Two tickets to a sporting event
80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Company description: Sit Mutual Funds offers eleven no-load mutual funds, including eight equity growth funds and three 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
Items at booth: Pens, hand sanitizer
1900 S 18th Ave
West Bend, WI 53095
Company description: 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: Home and Auto insurance benefits to MNCPA member