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Nov. 17-18 | Minneapolis
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  • Silver & Lanyards

    Robert Half

Exhibitors

360 Financial
Booth # 6

11100 Wayzata Blvd Ste 360
Minnetonka, MN 55305-5556
Phone: 952-542-8900
Fax: 952-562-8962
Web: www.360financial.net

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.

Contact information
Mike Rogerts
Email: Mrogers@360financial.net

Accountants Concerned for Accountants
Booth # 8

4570 W 77th St Ste 255
Edina, MN 55435-5008
Phone: 952-920-5287
Fax: 952-920-5305
Web: www.aca-accountants.org

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

Contact information
Diane Naas
Email: Dianenaas@aca-accountants.org

AICPA - PCPS
Booth # 4

220 Leigh Farm Road
Durham, NC 27707
Phone: 888-777-7077
Fax: 800-362-5066
Web: www.aicpa.org

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 aicpa.org/pcps.

Products: Tools and resources for firm practice management

Contact information
Email: PCPS@aicpa.org

Aon Insurance
Booth # 218

159 E. County Line Rd
Hatboro, PA 19040
Phone: 800-221-3023
Web: www.cpai.com

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 insurance program

Bloomberg BNA
Booth # 208

1801 S Bell St
Arlington, VA 22202
Phone: 612-599-0889
Web: www.bna.com

Company description: Bloomberg BNA, a wholly owned subsidiary of Bloomberg, 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 coverage spans the full range of legal practice areas, including tax & accounting, labor & employment, intellectual property, banking & securities, employee benefits, health care, privacy & data security, human resources, and environment, health & safety.

Products: Tax & Accounting software and research services

Giveaways: Gift card

Contact information
Ryan Cis, Jennifer Walter
Email: Rcis@bna.com

Bremer Bank
Booth # 118

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

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

Contact information
Joel Palesh
Phone: 612-782-1984
Email: Jrpalesh@bremer.com

ClientPay NEW THIS YEAR!
Booth # 201

940 Hastings Ave
Hastings, MN 55071
Phone: 800-838-9699
Web: www.clientpay.com

Company description: ClientPay is a dedicated payment processing solution that turns the error-prone and time-intensive task of payment acceptance into an efficient, accurate and cost-savings process for accounting firms.

Products: Payment processing software

Contact information
Howard Quinlan
Phone: 651-768-5239
Email: Howard.quinlan@clientpay.com

First American Exchange Company
Booth # 3

3601 Minnesota Dr Ste 100
Bloomington, MN 55435-5253
Phone: 888-625-1031
Fax: 888-380-6997
Web: www.firstexchange.com

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.

Contact information
Sara Koivu
Phone: 612-305-2023
Email: Skoivu@firstam.com

GetNetSet NEW THIS YEAR!
Booth # 206

PO Box 22
Hallowell, ME 04347
Phone: 207-808-2705
Web: www.getnetset.com

Company description: Our websites pay for themselves. Save time and money while satisfying more clients.

Products: Websites for tax and accounting professionals

Contact information
Daniel Joseph
Email: Daniel.joseph@getnetset.com

IVDesk
Booth # 203

6121 Baker Rd Ste 101
Minnetonka, MN 55345-5961
Phone: 612-213-2794
Web: ivdesk.com/products/cpa-complete

Company description: IVDesk unleashes the potential in every company. Our IT service help firms collaborate, drive new business and serve their customers better. Hundreds of CPA, RIA, Law and Community Banking organizations use IVDesk’s vertically focused IT service. The ability to have a secure, always-on service greatly aids in a firm’s growth, collaboration, communication, service management and talent development to work smarter and deliver quality results on time and outpace your competition.

Products: IT solutions and Cloud IT

Contact information
Pat Dillon
Email: Pdillon@ivdesk.com

M & E Cost Segregation
Booth # 213

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

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
Email: Tmiller@costsegleader.com

McGuire Sponsel
Booth # 117

201 N Illinois St Ste 1730
Indianapolis, IN 46204
Phone: 317-564-5000
Fax: 317-654-5020
Web: www.mcguiresponsel.com

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
Email: Mdalman@mcguiresponsel.com

Mercer Consumer
Booth # 110

12421 Meredith Drive
Urbandale, IA 50398
Phone: 515-365-6173
Fax: 515-635-6150
Web: www.mncpa-insurance.com

Company description: Mercer is a global consulting leader in talent, health, retirement, and investments. Mercer helps clients around the world advance the health, wealth, and performance of their most vital asset – their people. Mercer's more than 20,500 employees are based in more than 40 countries, and operates in more than 130 countries. Mercer is the exclusive provider of professional liability insurance and other insurance offerings to members of the Minnesota Certified Public Accountants.

Business Insurance:

  • Professional liability
  • Business owners package
  • Workers' compensation
  • Personal Insurance:
Auto-Home

  • Disability Income
  • Group Level Term Life
  • Group Senior Term Life
  • Group Term Life

Products: MNCPA endorsed insurance program for MNCPA members

Contact information
John Collentine
Phone: 612-247-4166
Email: John.collentine@mercer.com

Minneapolis Portfolio Management Company

80 S 8th St Ste 2825
Minneapolis, MN 55402-2100
Phone: 612-334-2000
Fax: 612-334-2001
Web: www.mpmgllc.com

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
Herbert Schechter, CPA
Email: H.shcechter@mpmgllc.com

Minnesota College Savings Plan
Booth # 9

8000 Norman Center Dr Ste 650
Bloomington, MN 55437-1172
Phone: 800-877-6602
Web: mnsaves.org

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: Minnesota 529 Plan

Contact information
Chris McLeod
Phone: 952-830-3127
Email: Chris.mcleod@tiaa.org

Minnesota Philanthropy Partners
Booth # 219

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

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
Email: Eric.joranson@mnpartners.org

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
Web: www.mncpa.org

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

Contact information
Stephanie Schmidt
Phone: 952-885-5523
Email: Sschmidt@mncpa.org

Mutual of America NEW THIS YEAR!
Booth # 217

8300 Norman Center Dr Ste 1290
Bloomington, MN 55437-1027
Phone: 952-820-0089
Fax: 952-820-0429
Web: www.mutualofamerica.com

Company description: Mutual of America specializes in providing 401(k) and 403(b) retirement services to organizations and their employees. Since 1945, Mutual of America has remained committed to its mission to offer plan sponsors and plan participants, carefully selected, quality products and services at a competitive price. For more information, visit mutualofamerica.com.

Products: Retirement plans

Contact information
Joe Lenartz
Email: Joe.lenartz@mutualofamerica.com

Newgate School
Booth # 5

2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0177
Fax: 612-378-0874
Web: www.newgateschool.org

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
Email: Conniebalcom@comcast.net

OfficeTools
Booth # 209

514 Commerce Ave Ste D
Palmdale, CA 93551
Phone: 661-951-9200
Fax: 661-951-3875
Web: www.officetoolspro.com

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: Practice management software

Contact information
Jarred Freiberg
Email: Sales@officetools.com

Paychex
Booth # 214

1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080
Web: www.paychex.com

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
Email: Junger@paychex.com

Prepare + Prosper
Booth # 7

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

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 preparer, intake specialists and financial services

Contact information
Ryanna Jackson
Phone: 651-262-2172
Email: Ryanna@prepareandprosper.org

RCG Tax Partners
Booth # 127

4466 Darrow Rd Ste 15
Stow, OH 44224
Phone: 330-689-1778
Web: www.rcg-inc.com

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

Contact information
Ron Antal/CPA, Marla Schleider
Email: Ron.antal@rcg-inc.com

Robert Half - Silver and Lanyard Sponsor
Booth # 208

8500 Normandale Lake Blvd Ste 1010
Bloomington, MN 55437-3823
Phone: 952-831-7240
Fax: 952-831-6878
Web: roberthalf.com/minneapolis-st-paul

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
Nate Geiger
Email: nathan.geiger@rhmr.com

Shred Right
Booth # 113

862 Hersey St
St. Paul, MN 55114-1214
Phone: 651-647-3442
Fax: 651-647-1208
Web: www.shredrightnow.com

Company description: Whether destroying text on paper or data on back-up tapes, protecting your information is as critical as destroying the device it's stored on. With more than 25 years of experience Shred Right specializes in the secure destruction of information stored on all media types, from paper to computer hard drives. With Shred Right, it's about being "The Information Destruction Authority".

Products: Confidential information destruction

Contact information
Matt Jackson
Email: Matt@shredrightnow.com

Sit Mutual Funds
Booth # 207

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

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
Email: Spb@sitinvest.com

Sunrise Banks
Booth # 216

525 Washington Ave N
Minneapolis, MN 55401-1219
Phone: 651-259-2276
Web: www.sunrisebanks.com

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 SunriseBanks.com, on Twitter @SunriseBanks, or on Facebook. Sunrise Banks is Member FDIC.

Products: Financial Services/Banking

Contact information
Jeanette Grisbauer
Email: Jeanette.geisbauer@sunrisebanks.com

SurePrep NEW THIS YEAR!
Booth # 215

17890 Sky Park Cir Ste 100
Irvine, CA 92614
Phone: 800-805-8582
Web: www.sureprep.com

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 www.sureprep.com or call (800) 805-8582 ext. 3

Products: 1040SCAN and Outsource

Contact information
Tom Schlichting
Email: Sales@sureprep.com

Tax Materials Inc. - The Publishers of TheTaxBook
Booth # 205

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

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: Tax research

Giveaways: WebLibraryPlus subscription

Contact information
Jacob Meyer
Email: Jacob@thetaxbook.com

Thomson Reuters
Booth # 211-212

7322 Newman Blvd
Dexter, MI 48130-1557
Phone: 800-968-8900
Fax: 734-426-3750
Web: www.cs.thomsonreuters.com

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 & accounting research and sofware

Contact information
Lindsy Jeanis
Phone: 972-250-7387
Email: Lindsy.jeanis@tr.com

Trust Point, Inc.
Booth # 106

43 Main St SE Ste 214
Minneapolis, MN 55414-1031
Phone: 612-339-2343
Fax: 612-339-2356
Web: www.trustpointinc.com

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

Contact information
Bill Bosch
Phone: 800-658-9474
Email: Bbosch@trustpointinc.com

Venture Bank
Booth # 202

2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0200
Web: www.venturebankonline.com

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

Contact information
Dion Muchow
Email: Dmuchow@venturebankonline.com

West Bend Mutual Insurance Company
Booth # 200

1900 S 18th Ave
West Bend, WI 53095
Phone: 262-334-6588
Fax: 262-338-5171
Web: www.thesilverlining.com

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 and auto insurance

Contact information
Roger Brovold
Email: RBrovold@wbmi.com

Wolters Kluwer
Booth # 204

2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 847-267-7000
Fax: 847-267-2873
Web: www.cchgroup.com

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

Giveaways: $100 American Express gift card

Contact information
Kyle Wilcox, Kristine Eberhart
Email: Kyle.wilcox@wolterskluwer.com