exhibitors
Our partners offer valuable products and services to help you and your business succeed. Please take time to visit them throughout the conference.
Free stuff and giveaways View the booth map
2012 exhibitors
- 360 Financial
- ABA Tax Accounting
- AccountAbility Minnesota
- Accountants Concerned for Accountants
- ADP - Gold Sponsor
- Alliantgroup
- Associated Financial Group
- Bloomberg BNA
- CCH, a Wolters Kluwer business
- Eide Bailly LLP
- Emochila, a Thomson Reuters company
- Experis (formerly Jefferson Wells)
- Fidelity Bank
- Fujitsu with Mariner Software
- H. Robert Anderson & Assoc., Inc.
- Hunter Hamilton Finance & Accounting - Lanyard Sponsor
- KleinBank - Bronze Sponsor
- Liberty Mutual
- M&E Cost Segregation
- Mark A. Sellner, CPA
- Marsh US Consumer - MNCPA Endorsed Insurance Program
- Master of Business Taxation-Carlson School of Management University of Minnesota
- Microsoft
- Minnesota Department of Natural Resources
- Minnesota Department of Revenue
- Minnesota Philanthropy Partners
- Minnesota Society of CPAs
- Minnesota Unemployment Insurance Program
- Newgate School
- Office Tools Professional
- Paychex
- Payroll Control Systems
- Pioneer SecureShred
- RJ Ahmann Company
- Robert Half - Silver Sponsor
- Sauk Rapids Tax Solutions
- Science Museum of Minnesota - Computer Education Center
- Shred Right
- Sit Mutual Funds
- Tax Materials, Inc.
- TaxWorks by Redgear
- The Ament Group-Morgan Stanley Smith Barney
- Thomson Reuters
- Thomson Reuters Tax & Accounting
- U.S. Bank - Platinum Sponsor
- Venture Bank
- VisionBank
360 Financial (#6) - New this year!
11100 Wayzata Blvd Ste 360
Minnetonka, MN 55305-5556
Phone: 952-542-8900
Fax: 952-562-8962
Web: http://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.
Products: Comprehensive financial planning and CPA alliance program
Items at booth: Pens, stressballs
Giveaways: $100 Visa gift card
Contact information
Michael Rogers
Email: Mrogers@360financial.net
ABA Tax Accounting (#4) - New this year!
10670 Hawthorn Trl
St. Paul, MN 55129-8768
Phone: 612-282-3200
Fax: 866-936-0430
Web: http://www.abataxaccounting.com
Company description: Based in St. Paul, Minnesota, ABA Tax Accounting has been a trusted provider of financial management and accounting services since 1989. We provide low cost 100% U.S. based outsourcing solutions for Tax & Accounting Professionals, CPA Firms and other businesses from bookkeeping to tax return preparation services.
Our cost-effective outsourcing solutions allow our clients to streamline their day-to-day business operations and lower overhead costs without sacrificing quality or productivity.
ABA Tax Accounting will prepare your tax return and provide you with the finished files. Types of tax returns processed by ABA Tax Accounting include:
* Individual Tax Preparation - Form 1040, 1040NR, 2555
* Business Tax Preparation - Form 1065, 1120, 1120s, 1120 IC-DISC, 1041, 990, 706
We assist tax professionals and CPA firms to meet client demands, both during tax season and throughout the year.
Products: Outsourced tax preparation and bookkeeping
Items at booth: Pens
Contact information
Amare Berhie
Email: amare@abataxaccounting.com
AccountAbility Minnesota (#7)
2610 University Ave W Ste 450
St. Paul, MN 55114-1055
Phone: 651-287-0187
Fax: 651-287-0190
Web: http://www.accountabilitymn.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, 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 - tax preparation
Items at booth: Candy
Contact information
Adam Faitek
Email: afaitek@accountabilitymn.org
Accountants Concerned for Accountants (#8)
4530 W 77th St Ste 240
Edina, MN 55435-5091
Phone: 952-920-5287
Fax: 952-920-5305
Web: http://www.aca-accountants.org
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: Addiction support for CPAs, their office and families
Contact information
Diane Naas
Email: dianen@integra.net
ADP - Gold Sponsor (#112-113)
8100 Cedar Ave S
Bloomington, MN 55425-1803
Phone: 952-854-1700
Fax: 952-814-5899
Web: http://www.accountant.adp.com
Company description: Preferred Payroll Service Provider of the MNCPA. Members of the Minnesota Society of CPAs are entitled to valuable benefits from ADP. With nearly $9 billion in revenues, ADP offers diverse HR, payroll, compliance, tax and benefits administration solutions and is committed to serving the accountant community.
- Free payroll for accounting firms
- Discounted payroll services for the clients of accounting firms
- A 30% discount on more than 200 accounting books from CCH, a Wolters Kluwer business
- CCH Tax Briefings and other current and critical industry and regulatory information
- A free subscription to ADP's HR Helpdesk, a service that provides online and phone support for HR-related questions for you or your clients
- Free access to BNA payroll tax & HR research through your ADP Sales Representatives
- Free and discounted CPE courses are available through our partnerships with CCH, a Wolters Kluwer business, and SmartPros and others CPE providers
Please visit our website for more information regarding our products, services and tools designed specifically for accountants and their clients.
Session sponsor:
K5. Managing and Motivating Generation Y (Fri., 2:45 p.m.)
Products: HR, payroll and benefit solutions
Items at booth: Pens, sticky pads and letter openers
Giveaways: 2-American Express gift cards
Contact information
Jon Ross
Email: Jon.Ross@adp.com
Alliantgroup (#115)
100 S 5th St Fl 19
Minneapolis, MN 55402-1210
Phone: 612-605-6053
Fax: 866-669-4581
Web: http://www.alliantgroup.com
Company description: alliantgroup is the nation's premier provider of specialty tax services.
With many companies currently experiencing a decline in cash flow from historical levels, alliantgroup's powerful specialty tax service offerings allow a business to reduce its pending tax liability and receive cash infusions from the government for past qualifying activities.
Session sponsor:
B5. R&D Tax Break: It's Not for Lab Coats and Patents Anymore (Thurs., 9 a.m.)
Items at booth: Stressballs
Contact information
Tracy Lustyan
Email: Tracy.lustyan@alliantgroup.com
Associated Financial Group (#106)
12600 Whitewater Dr Ste 100
Minnetonka, MN 55343-9450
Phone: 952-945-0200
Fax: 952-945-9477
Web: http://www.associatedfinancialgroup.com
Company description: Associated Financial Group is a multi-line insurance agency providing employee benefits plans, property/casualty insurance and services related to the protection and growth of your business. We have grown to be the 50th largest broker of U.S. business and the 5th largest benefits specialist. Associated Financial Group is a wholly owned subsidiary of Associated Banc-Corp, a diversified multi-bank holding company.
Products: Employee benefits, commercial insurance, HR solutions
Contact information
Scott Kellin
Bloomberg BNA (#220)
1801 S Bell St
Arlington, VA 22202
Phone: 612-599-0889
Web: http://www.bna.com
Products: Tax research and tax planning products
Items at booth: Pens and notepads
Giveaways: Gift card
Contact information
Devin Richards, Ryan Cis
Email: drichards@bna.com
CCH, a Wolters Kluwer business (#203-204)
2700 Lake Cook Rd
Riverwoods, IL 60015-3867
Phone: 877-224-8396
Fax: 847-267-2873
Web: http://www.cchgroup.com
Company description: CCH, a Wolters Kluwer business is a leading provider of tax, accounting and audit information, software and services. Its market-leading products include The ProSystem fx Suite, IntelliConnect, Accounting Research Manager, and custom-covered tax, accounting, and financial planning books. Build Loyalty for your members via the CCH Member Benefit Program for Associations.
Products: Integrated tax information and software solutions
Items at booth: Pens, trendy care kits, mouse pads
Giveaways: $50 American Express gift card
Contact information
Tom Schlichting
Phone: 877-512-2885
Email: tom.schlichting@wolterskluwer.com
Eide Bailly LLP (#105) - New this year!
U.S. Bancorp Center
800 Nicollet Mall, Ste 1300
Minneapolis, MN 55402-7033
Phone: 612-253-6500
Fax: 612-253-6600
Web: http://www.eidebailly.com
Company description: In today's competitive marketplace clients expect quality services and products, but they value exceptional service that is tailored to their individual needs. We are passionate about our work and thrive on providing professional services with a personal touch. Eide Bailly provides a full array of services including assurance, tax, consulting services, corporate learning, employee benefits, financial services, forensic accounting and investigative services and technology consulting to various industries. We work closely with other CPA firms on providing Cost Segregation Studies through our National Tax Office.
Products: Cost Segregation Studies
Contact information
Rod Axtell
Email: raxtell@eidebailly.com
Emochila, a Thomson Reuters company (#209)
7322 Newman Blvd
Dexter, MI 48130
Phone: 800-968-8900
Fax: 734-426-3750
Web: http://www.emochila.com
Company description: Web Builder CS powered by Emochila, part of the CS Professional Suite from the Tax & Accounting business of Thomson Reuters, specializes in custom websites for tax and accounting professionals. Featuring attractive designs, personalized content, integrated client portals, automated newsletter, and more, you can have a professional website in no time.
Products: Websites for accountants
Items at booth: Jotter notebooks
Contact information
Scott Fleszar
Email: Teamtech@emochila.com
Experis (formerly Jefferson Wells) (#118)
3600 Minnesota Dr Ste 850
Edina, MN 55435-7924
Phone: 612-851-1641
Fax: 612-486-4935
Web: http://www.experis.com
Company description: At Experis (formerly Jefferson Wells), we've built a reputation for results-driven, innovative workforce solutions that help companies create competitive advantage. From basic to complex, we custom tailor our services to fit our clients' needs - from interim and permanent professional talent resourcing to complete project solutions in the areas of tax risk advisory, tax and finance & accounting, including our Tax Centers of Expertise: International Tax, Transfer Pricing, State and Local Tax and Tax Accounting Automation. Our professionals provide specialized industry and technical experience and expertise to our clients, enabling them to accelerate their business performance. We serve clients, including Fortune 500 and Global 1000 companies, from offices worldwide leveraging the workforce capabilities of the ManpowerGroup.
Products: Professional services, tax operations, financial accounting
Items at booth: Water bottles, highlighters, blankets, flashlight keychains, pens, etc
Giveaways: Two $100 Visa gift cards
Contact information
Dan Walrath
Phone: 612-851-1611
Email: dan.walrath@experis.com
Fidelity Bank (#127)
7600 Parklawn Ave
Edina, MN 55435-5125
Phone: 952-831-6600
Fax: 952-831-1828
Web: http://www.fidelitybankmn.com
Company description: Fidelity Bank is an independent, privately owned business bank founded in 1970. Our clients are our best advertising. Here are the primary reasons they choose Fidelity Bank. We recognize the importance of experience, character and commitment on the part of the principals of the businesses we serve. We are creative and flexible in structuring loans and offer a wider array of services to help you with all areas of financial management.
Products: Small business banking
Items at booth: Books, pens
Giveaways: Marcelita's Cookies gift box
Contact information
Stee Stoup
Phone: 952-830-7230
Email: steves@fidelitybankmn.com
Fujitsu with Mariner Software (#217) - New this year!
1250 E Arques Ave
Sunnyvale, CA 94085
Phone: 888-425-8228
Web: http://www.fcpa.fujitsu.com
Company description: Fujitsu ScanSnap scanners take the complication out of document imaging with one-button ease of use. Perfect for accounting firms, audits, and other small businesses, the ScanSnap family of scanners bring duplex multi-sheet scanning to everyone, combining performance and affordability in a compact size. The ScanSnap scanner family also includes mobile document imaging solutions for professionals on the go. With the smaller size, Fujitsu has maintained high image quality output speed: Fujitsu ScanSnap scanners prove that small can be beautiful. See how ScanSnap with Paperless Software from Mariner provides an end-to-end document management solution for your office.
Products: ScanSnap and Paperless software
Items at booth: "Mystery Box" of goodies
Giveaways: Fujitsu S1100 mobile document scanner
Contact information
Derek Flower
Email: Dflower@us.fujitsu.com
H. Robert Anderson & Assoc., Inc. (#219)
8201 Norman Center Dr Ste 220
Bloomington, MN 55437-1055
Phone: 952-893-1933
Fax: 952-893-1819
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
Contact information
Theresa Anderson
Email: Theresa@hranderson.com
Hunter Hamilton Finance & Accounting - Lanyard Sponsor (#114)
651 Nicollet Mall Ste 525
Minneapolis, MN 55402
Phone: 612-373-5767
Fax: 612-373-5760
Web: http://www.hunterhamiltonpr.com
Company description: Hunter Hamilton Finance & Accounting provides project management services, professional finance and accounting contract resources and executive search for established firms and new organizations. Our mission is to connect senior-level finance and accounting professionals with companies that demand qualified professionals with proven results, allowing both to focus and excel within their core competencies.
Products: Finance and accounting staffing, executive search, smart sourcing
Items at booth: Mugs, pens, candy bars
Giveaways: Kindle
Contact information
Jennifer Johnson
Phone: 612-373-5767
Email: minneapolis@hunterhamiltonpr.com
KleinBank - Bronze Sponsor (#206) - New this year!
1550 Audubon Rd Ste 200
PO Box 487
Chaska, MN 55318-4547
Phone: 952-448-2484
Fax: 952-448-7788
Web: http://www.kleinbank.com
Company description: KleinBank's roots date back to 1907 when C.H. Klein first bought stock in First National Bank in Chaska. Today, with assets totaling $1.5 billion and a financial team of 393 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.
This past year, KleinBank was honored to receive the 2011 Minnesota Business Ethics Award. In 2012, KleinBank was a recipient of the of the Minnesota Family Business Awards.
Session sponsor:
I5. Succession Planning for Closely Held and Family-Owned Businesses (Fri., 10:45 a.m.)
Products: Full Range of Financial Services
Items at booth: Spin and Win Game with prizes
Giveaways: Nook tablet
Contact information
Greg Peterka
Phone: 952-361-5321
Email: g.peterka@kleinbank.com
Liberty Mutual (#105)
14985 Glazier Ave Ste 645
Apple Valley, MN 55124-7825
Phone: 952-891-6363
Web: http://www.libertymutual.com/darlenevonarx
Company description: The MNCPA sponsored insurance program features a broad array of personal lines of insurance coverages for automobile, homeowners/renters, seasonal dwellings, recreational vehicles, boats/yachts, and coverage for your unique possessions such as jewelry, fine art and collectibles. Our program has a special appeas for CPA's and accountants because it offers distinctive products and services not typically offered by standard insurance companies, such as excess liability coverage with limits up to $10 million and uninsured/underinsured motorist protection coverage with limits up to $1 million.
The Auto & Homeowners' Insurance Program is offering these products to MNCPA members at a special discounted group rates* in Minnesota and other states across the country, and features complimentary consultative guidance from experienced personal insurance advisors.
Products: Auto/Home insurance benefit for MNCPA members
Items at booth: Pens
Giveaways: Kindle Fire
Contact information
Darlene Von Arx
Phone: ext. 55108
Email: Darlene.vonarx@libertymutual.com
M&E Cost Segregation (#213)
80 S 8th St Ste 900
Minneapolis, MN 55402-8773
Phone: 612-216-0968
Fax: 651-355-1512
Web: http://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.
Session sponsor:
C5. On the Accelerator: Cost Segregation, Asset Retirement and 179D for Building Owners (Thurs., 10:45 a.m.)
Products: Cost segregation services
Items at booth: Measuring tapes
Giveaways: IPad
Contact information
Chuck Evans/Doug Mortenson
Email: Chuck@costsegleader.com
Mark A. Sellner, CPA (#9) - New this year!
4935 Weston Ln N
Plymouth, MN 55446-1722
Phone: 612-508-4107
Web: http://www.sellnertaxconsulting.com
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: Bookmarkers, highlighters
Giveaways: Dinner for two
Contact information
Mark Sellner, CPA
Email: mark@sellnertaxconsulting.com
Marsh US Consumer - MNCPA Endorsed Insurance Program (#110)
333 S 7th St Ste 1600
Minneapolis, MN 55402-2427
Web: http://www.mncpa-insurance.com
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
Professional liability
Business owners package
Workers' compensation
Session sponsor:
E5. Claims Trends in Accountants Professional Liability Insurance (Thurs., 2:45 p.m.)
Products: MNCPA Endorsed Insurance Program
Contact information
Jenny Hedtke
Phone: 612-692-7653
Email: Jennifer.m.hedtke@marshpm.com
Master of Business Taxation-Carlson School of Management University of Minnesota (#2)
321 19th Ave S
Minneapolis, MN 55455-0438
Phone: 612-624-7511
Fax: 612-626-7795
Web: http://www.carlsonschool.umn.edu/mbt
Company description: As one of the top graduate-level tax programs in the nation, the Carlson School Master of Business Taxation program gives students a chance to study with world-class faculty and a group of distinguished professionals who offer real-life experience and in-depth knowledge of the tax industry. The program also benefits from close connections to a thriving business community and attracts highly motivated, talented students who bring a range of experiences to class discussions
Products: Master Degree in Business Taxation
Items at booth: Highlighters
Giveaways: $25 gift card
Contact information
Paul Gutterman, Tammy Naples
Email: Mbt@umn.edu
Microsoft (#122)
3601 W 76th St Ste 600
Edina, MN 55435-5242
Phone: 952-837-4541
Web: http://www.microsoft.com/business
Company description: Founded in 1975, Microsoft is the worldwide leader in software, services and solutions that help people and businesses realize their full potential. Microsoft serves millions of small and medium-sized businesses in the U.S., helping them start, grow and thrive by leveraging today's powerful and affordable technologies. At the pillar of these technologies lies cloud computing, in which Microsoft has more than 15 years of experience and understands how to meet the demands of SMBs for simplicity and impact, with enterprise-grade capabilities, flexibility and affordability in a familiar environment.
Microsoft Dynamics GP (formerly Great Plains) software delivers comprehensive out-of-the-box business management functionality, from operations management and financial management to human resource management and manufacturing. It connects the many moving parts of your organization, giving you better visibility into and control over what's going on in your business. Microsoft Dynamics GP enables you to make smart decisions that have a direct impact on your bottom line-increasing margins and improving your cash flow. Simple to learn and use, Microsoft Dynamics GP works with your existing technology and scales as you grow to deliver long-term value. Microsoft Dynamics GP also integrates with a leading Customer Relationship Management application, Microsoft Dynamics CRM.
Products: Microsoft Dynamics GP, Cloud Computing
Giveaways: Xbox Kinect
Contact information
Curt Witt
Email: Curt.witt@microsoft.com
Minnesota Department of Natural Resources (#100-102)
500 Lafayette Rd N
St. Paul, MN 55155-4002
Fax: 651-836-1811
Web: http://www.mndnr.gov
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: Non-game check off on tax returns
Contact information
Lori Naumann
Phone: 651-259-5148
Email: Lori.naumann@state.mn.us
Minnesota Department of Revenue (#100-102)
600 Robert St N
St. Paul, MN 55146-6000
Phone: 651-296-3403
Fax: 651-297-7430
Web: http://www.taxes.state.mn.us
Company description: The Minnesota Department of Revenue manages the state's revenue system. We administer 28 different taxes, collecting over $12 billion annually. This money funds education, local government aid, property tax relief, social service programs, highways, and other state programs and operations.
Products: Minnesota Taxes
Contact information
Hillary Jasicki
Email: Hillary.jasicki@state.mn.us
Minnesota Philanthropy Partners (#116) - New this year!
55 5th St E Ste 600
St. Paul, MN 55101-1718
Phone: 651-224-5463
Fax: 651-224-9502
Web: http://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.
Session sponsor:
F5. Charitable Giving: Tools and Tax Benefits of Philanthropy (Thurs., 3:45 p.m.)
Products: Charitable gift planning
Items at booth: Aluminum water bottles
Contact information
Dominic Lawrence/Jeff Gram
Email: info@mnpartners.org
Minnesota Society of CPAs (#107-109)
1650 W 82nd St Ste 600
Bloomington, MN 55431-1458
Phone: 952-831-2707
Fax: 952-831-7875
Web: http://www.mncpa.org
Company description: The Minnesota Society of Certified Public Accountants (MNCPA) is a not-for-profit professional organization. We've offered services that support CPAs and other accounting professionals since 1904. We currently have more than 9,400 members working in public accounting, industry, government and education.
Products: Professional membership organization for CPAs and other accounting professionals in Minnesota.
Items at booth: Scratch-off game prizes include: Cameras, blu ray players, e-readers, keurig coffee makers & gift cards
Contact information
Stephanie Schmidt
Phone: 952-885-5523
Email: sschmidt@mncpa.org
Minnesota Unemployment Insurance Program (#100-102)
332 Minnesota St Ste E200
St. Paul, MN 55101-1349
Phone: 651-296-6141
Fax: 651-296-0050
Web: http://www.positivelyminnesota.com
Company description: The Minnesota Unemployment Insurance (UI) Program provides a temporary partial wage replacement to those Minnesota workers who become unemployed through no fault of their own. It is an economic stabilizer/stimulator in times of economic downturn and helps maintain an available skilled workforce for employers. The Program is funded by a special tax on wages, paid by employers. The Department of Employment and Economic Development (DEED) supervises and administers the UI program in Minnesota.
Products: Unemployment Insurance Tax and Benefits
Contact information
Gary Johnson, Aaron Tell
Phone: 651-259-7220
Email: gary.c2.johnson@state.mn.us
Newgate School (#5)
2900 E Hennepin Ave
Minneapolis, MN 55413-2918
Phone: 612-378-0177
Fax: 612-378-0874
Web: http://www.newgateschool.org
Company description: Newgate 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 Education Center 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
Contact information
Mike Nesvacil
Email: mjnesvacil@newgateschool.org
Office Tools Professional (#205)
514 Commerce Ave Ste D
Palmdale, CA 93551
Phone: 661-951-9200
Fax: 661-951-3875
Web: http://www.officetoolspro.com
Company description: Office Tools Professional is an Independent Software Vendor that utilizes Microsoft Technologies to provide high-quality resources to aid small accounting firms in managing their business. Specifically, we have developed a single screen interface: practice management software applications. In addition, we provide information through written media, podcasts and internet web sites. We provide community through conferences, Blogs and chat rooms. We provide training resources through multimedia, web sites and conferences and we provide software tools equipping users and helping them improve performance and efficiencies.
Products: Practice management software
Contact information
Email: Jackf@officetoolspro.com
Paychex (#120)
1210 Northland Dr Ste 100
Mendota Heights, MN 55120-1181
Phone: 651-365-5060
Fax: 651-365-5080
Web: http://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 services
Items at booth: Pens, coffee mugs
Giveaways: Ipad
Contact information
Stacy Jadin, Cecelia Philips & Kevin Vetsch
Email: sjadin@paychex.com
Payroll Control Systems (#202)
1000 Campbell Mithun Tower
222 S 9th St
Minneapolis, MN 55402
Phone: 763-513-5951
Fax: 763-513-5968
Web: http://www.cbiz.com
Company description: Payroll Control Systems (PCS) is a leading provider of payroll, payroll tax, time & labor and human resources solutions in the Upper Midwest. Our team of experienced professionals is committed to service, quality and excellence. It is this ongoing commitment that makes PCS one of the largest and fastest growing independent payroll, timekeeping and HRIS services providers in the country.
Products: Payroll, time keeping, HRIS
Items at booth: Highlighters and pens
Giveaways: $250 Best Buy gift card
Contact information
Bob Willbanks
Email: info@pcspayroll.com
Pioneer SecureShred (#123)
155 Irving Ave N
Minneapolis, MN 55405-1731
Phone: 612-381-2199
Web: http://www.pioneersecureshred.com
Company description: Pioneer SecureShred is locally owned; we're not a franchise nor are we a record storage company. Shredding is our only business...and our only focus; the success of our business is dependent upon us protecting yours. We understand the critical importance of protecting your security and are dedicated to "ensuring your information... remains yours". Our valued list of clients ranges from individuals with one-time pick-ups to large corporations requiring regularly scheduled service; no job is too small or too large for Pioneer SecureShred. Whether you have a few boxes or an entire truckload requiring confidential destruction, we would welcome the opportunity to be of service to you!
Products: Document destruction
Giveaways: Visa gift card
Contact information
Kim Conrad
Phone: 612-212-9717
Email: kconrad@pioneerintl.com
RJ Ahmann Company (#208)
7555 Market Place Dr
Eden Prairie, MN 55344-3637
Phone: 952-947-9700
Fax: 952-947-9793
Web: http://www.rja.com
Company description: As a CPA, you work too hard to let a malpractice claim ruin your business. The AICPA-endorsed professional liability insurance program can provide your firm with broad coverage and a comprehensive risk control program. RJ Ahmann Company is the exclusive Minnesota insurance agency partnering with the AICPA program for over twenty years.
RJ Ahmann Company is a full service, independent agency able to accommodate you with all your insurance and financial services needs. We can partner with you on your insurance program including, professional liability, general liability, property, workers' compensation, business auto, personal coverages, bonds, and retirement plans.
Products: AICPA endorsed insurance products and financial services
Items at booth: Pens, note pads, highlighters
Giveaways: Gift card
Contact information
Amy Hairston
Phone: 952-947-9753
Email: ahairston@rja.com
Robert Half - Silver Sponsor (#216)
8500 Normandale Lake Blvd Ste 1010
Bloomington, MN 55437-3823
Phone: 952-831-7240
Fax: 952-831-6878
Web: http://www.roberthalfmr.com
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.
Session sponsor:
G5. CFO Concerns: Top Challenges Facing Today's Financial Executives (Fri., 8 a.m.)
Products: Staffing and recrutiing services
Items at booth: Pens, post-its, notebooks
Giveaways: $100 Visa gift card and wine basket
Contact information
Jennifer Carlson, 952-831-7240
Email: Jennifer.Carlson@rhi.com
Sauk Rapids Tax Solutions (#1)
1529 E 46th St
Minneapolis, MN 55407-3668
Phone: 612-722-5166
Fax: 612-722-4628
Web: http://www.saukrapidsforms.com
Company description: eTaxSuite.com is owned and operated by Sauk Rapids Tax Solutions. We are tax practitioners that have been in the tax business for over 30 years. Our tax practice is located in Minneapolis, MN. From our small but ever-expanding office we run a variety of integrated businesses:
A full-service tax practice.
A full-service print shop.
A tax information business that serves the needs of fellow tax practitioners (Sauk Rapids Tax Solutions and eTaxSuite.com).
Products: eTaxSuite
Items at booth: Pens, samples of products
Giveaways: Two one-year subscriptions to eTaxSuite
Contact information
Bill Bergstrom
Email: bergstrom@bergstromtax.com
Science Museum of Minnesota - Computer Education Center (#3)
120 Kellogg Blvd W
Saint Paul, MN 55102-1202
Phone: 651-221-4722
Fax: 651-224-5092
Web: http://comped.smm.org/
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:
- Interactive, hands-on, small classes
- Microsoft 2003/2007/2010
- Database Design/Management
- Scheduled catalog classes
- Customized group classes
- Client-site classes
- Portable laptop lab
- Convenient half-day classes to fit your busy schedule
- Science Museum exhibit pass the day of your class
Session sponsor:
H5. OneNote (Fri., 9:25 a.m.)
Items at booth: Paperclips
Giveaways: SMM computer class valued at $159
Contact information
Karen Iverson
Email: Comped@smm.org
Shred Right (#111)
862 Hersey St
St. Paul, MN 55114-1214
Phone: 651-647-3442
Fax: 651-647-1208
Web: http://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
Items at booth: Post-it notes
Giveaways: Target gift card
Contact information
Jim Beran
Email: Jim@shredrightnow.com
Sit Mutual Funds (#207)
80 S 8th St Ste 3300
Minneapolis, MN 55402-2206
Phone: 800-332-5580
Fax: 612-342-2111
Web: http://www.sitfunds.com
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
Contact information
Steve Benjamin
Email: spb@sitinvest.com
Tax Materials, Inc. (#117)
15105 Minnetonka Ind. Rd Ste 221
Minnetonka, MN 55345-2106
Phone: 866-919-5277
Fax: 952-746-5278
Web: http://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: TheTaxBook Series – The #1 fast answer reference guide on the market!
Items at booth: Scratch pads, clients handouts
Giveaways: Access to TheTaxBook WebLibrary Plus for the 2012 tax year a $219 value
Contact information
Jacob Meyer
Email: jacob@thetaxbook.com
TaxWorks by Redgear (#218)
1265 Sportsplex Dr.
Kaysville, UT 84037-3135
Phone: 801-552-8853
Fax: 801-552-8898
Web: http://www.taxworks.com
Company description:
TaxWorks has been in the tax preparation business for 37 years. Started in 1972 as a service bureau, TaxWorks began marketing in-house software for professional preparers throughout the country in 1986. The company now offers an entire library of tax programs as well as paperless office storage solutions. We have software packages for every size office and FREE E-FILING!!
For information regarding our 1040, 1041, 1065, 1120, 1120S, 706, 709, 990, & 5500 programs visit our Web site.
Products: Tax software
Items at booth: Pens
Giveaways: $100 gift card
Contact information
Kevin van Uitert
Phone: 801-529-9143
Email: kevin.vanuitert@taxworks.com
The Ament Group-Morgan Stanley Smith Barney (#215)
445 Lake St E Ste 320
Wayzata, MN 55391-1672
Phone: 952-475-4304
Web: http://www.fa.smithbarney.com/amentgroup
Company description: The Ament Group at Morgan Stanley Smith Barney is experienced in assisting affluent and high net worth individuals through the process of designing, implementing and managing comprehensive wealth management plans and strategies that are tailored to their needs.
We work in a collaborative fashion with CPA's and Estate Planning Attorneys - using an integrated approach to craft thoughtful solutions that are designed with the client's total financial picture in mind.
Products: Financial services and CPA partnerships
Items at booth: Pencils, logo items
Giveaways: Gift certificate
Contact information
Dan.a.ament@mssb.com
Thomson Reuters (#210)
7322 Newman Blvd
Dexter, MI 48130-1557
Phone: 800-968-8900
Fax: 734-426-3750
Web: http://www.cs.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of technology and integrated information for tax and corporate professionals. The CS Professional Suite and Enterprise Suite of software and services from Thomson Reuters represent the most advanced suites available and enable firms to achieve unprecedented levels of productivity and profitability.
Session sponsor:
D5. The Paperless Office Redefined (Thurs., 1 p.m.)
J5. Practice Workflow Made Simple (Fri., 1 p.m.)
Products: Tax and accounting products and services
Items at booth: Shopping tote
Contact information
Pam Lambert
Email: pam.lambert@thomsonreuters.com
Thomson Reuters Tax & Accounting (#211-212)
801 Cherry St Ste 1300
Fort Worth, TX 76102
Phone: 612-382-2011
Fax: 800-605-1242
Web: http://www.ria.thomsonreuters.com
Company description: The Tax & Accounting business of Thomson Reuters is a leading provider of solutions for accounting, tax and corporate finance professionals. At Tax & Accounting, we develop industry-leading software, services and informational tools to enable the customers we serve to take full advantage of advanced technology and streamline their workflow processes. Every day, we fulfill our mission of improving the productivity and profitability of accounting, tax and corporate finance professionals by rethinking traditional processes, leveraging cutting-edge technology and providing the most accurate and insightful research available
Products: Tax and accounting research and guidance
Items at booth: Pens and car adapters
Contact information
Dan McCarthy
Email: daniel.mccarthy@thomsonreuters.com
U.S. Bank - Platinum Sponsor (#200-201)
7001 France Ave S
Edina, MN 55435-3707
Fax: 952-927-1235
Web: http://www.usbank.com
Company description: U.S. Bancorp (NYSE: USB), with $265 billion in assets, is the parent company of U.S. Bank, the 6th largest commercial bank in the United States. The company operates 2,851 banking offices and 5,175 ATMs, and provides a comprehensive line of banking, brokerage, insurance, investment, mortgage, trust and payment services products to consumers, businesses and institutions.
Products: Financial services
Items at booth: Pens
Giveaways: Two $50 Visa gift cards
Contact information
Craig Veurink
Phone: 952-927-1277
Email: Craig.veurink@usbank.com
Venture Bank (#214)
2640 Eagan Woods Dr
Eagan, MN 55121-1173
Phone: 651-289-2230
Fax: 651-289-0280
Web: http://venturebankonline.com
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 institution
Contact information
Dion Muchow
Phone: 651-289-2222
Email: dmuchow@venturebankonline.com
VisionBank (#119) - New this year!
4725 Highway 7
St. Louis Park, MN 55416-2203
Phone: 952-920-8400
Fax: 952-548-9890
Web: http://www.bankwithvision.com
Company description: What do you see you or your client's businesses becoming? Where would you like to see them go? Whatever you'd like to them to become, VisionBank can make it happen. Think of us as partners in your businesses future - shareholders in achieving your Vision.
We're not a traditional bank - we're experienced entrepreneurs, professionals and investors. We know what it's like to have a Vision and dream to bring it to life. So whatever you and your client's want for your businesses, look to VisionBank. It's possible here.
That's VisionBank.
Products: Commercial and consumer banking
Items at booth: Candy
Giveaways: Six stadium chairs
Contact information
Dean Mumbleau
Email: dean@bankwithvision.com
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