Spotlights

February/March 2017


Firm news

BerganKDV acquired Iowa City, Iowa-based Carlson Hartsock & Guither PLC.

Allodium Investment Consultants in Minneapolis has been certified by CEFEX (Centre for Fiduciary Excellence, LLC). Allodium is the first Minneapolis-based investment advisory firm to earn the certification.

The accounting firms of Morken, Eckberg & Co., Chtd. in Mankato and Steiner Financial LLC (with offices in both Hutchinson and Winthrop) merged Jan. 1. New owners and partners Joel Eckberg and Glen Steiner have purchased the Morken firm from longtime owners Chuck and Janet Morken, who will continue working with the firm as employees after the merger. The firm will operate as Morken Eckberg Steiner LLC.

Smith Schafer & Associates, Ltd. and Blanski Peter Kronlage & Zoch, P.A. merged their firms, effective Jan. 1. The combined firms will operate under Smith Schafer's name and will continue to operate out of the firm's combined office in Golden Valley.


Member news

Longtime MNCPA member Jack W. Carlson passed away in December. He was 81.

Carlson, a society member for 51 years, was known for his specialization in estate and tax planning. In 2014, he was named an MNCPA Life Member.

During his decades-long involvement with the MNCPA, he spent many of those years involved with the Legislative Issues Committee. Carlson also served as the chairs of the Estate & Personal Financial Planning Conference and the Tax Conference Task Force.


Nope, not this one: 367

Charles (Chas) J. McElroy, CPA retired at the end of 2016 as the chief quality officer for CliftonLarsonAllen LLP. He had more than 30 years of experience in public accounting in the financial reporting and quality control of accounting practice fields.

Chas was also a fervent supporter of the profession and volunteer through the MNCPA. A former society board chair (1997-98), Chas also served on, among others, the PAC Board of Trustees, the Legislative Issues Committee and the Peer Review Committee. He received the MNCPA Distinguished Service Award in 2014, the society's highest honor. Chas also authored articles and served as an instructor for many years. The MNCPA wishes Chas well in retirement.

Chas already picked up his first post-retirement gig by being appointed to the newly created Legislative Salary Council, which is tasked with determining the salaries of state lawmakers. Chas was appointed by Supreme Court Chief Justice Lorie Skjerven Gildea.


Charles McElroy

Betsy O'Berry, CPA served as one of Minnesota's 10 presidential electors on Dec. 19. O'Berry, selected at her congressional Democratic-Farmer-Labor convention, was one of 538 Americans selected as electors in 2016.


Elizabeth O'Berry

Susan Ernster was named to People Inc.'s board of directors.


Susan Ernster


Promotions

Amy Anderson, CPA was named controller at Parallel Technologies.


Amy Anderson

Copeland Buhl & Company PLLP promoted:

  • Kristina Halama, CPA to accounting & assurance manager
  • Jason Kindseth, CPA to accounting & assurance manager
  • Stephanie Mangin, CPA to accounting & assurance senior
  • Michael Pestka, CPA to senior tax manager
  • Allison Stevens, CPA, MBT to tax manager
  • Dustin Durch, CPA to tax manager
  • David Niemela, CPA to tax senior
  • Ryan Holt, CPA to tax senior

Kristina Halama
Jason Kindseth
Stephanie Mangin
Michael Pestka
Allison Stevens
Dustin Durch
David Niemela
Ryan Holt

Carlson Advisors, LLP promoted:

  • John Woodrich, CPA, CGMA to tax manager
  • Amanda Ertl, CPA to Senior Accountant

John Woodrich
Amanda Ertl

Olsen Thielen & Co., Ltd. named Adam Hennen, CPA, CFE, CITP an audit principal.


Adam Hennen

RSM US LLP promoted:

  • David Nuetzman, CPA to assurance supervisor
  • Nate Rundquist, CPA, MBA to tax manager
  • Scott Nichols, CPA, JD to senior tax director
  • Arielle Jasper, CPA to senior audit associate
  • Diana Hubbard, CPA to audit supervisor
  • Jane Kuban, CPA to senior director
  • Leslie Motisi, CPA to audit supervisor
  • Brady Miller, CPA to senior audit associate
  • Matt Lilledahl, CPA to senior audit associate
  • Stephanie Smith, CPA to senior tax associate
  • Cassie Thury, CPA to senior audit associate
  • Daniel Schmidt, CPA to audit supervisor
  • Tyler Seeger, CPA to senior audit associate
  • Will Titus, CPA to senior tax manager
  • Joe Wessbecker, CPA, JD to senior tax manager

David Nuetzman
Nathan Rundquist
Scott Nichols
Arielle Jasper
Diana Hubbard
Nope, not this one: X14750
Leslie Motisi
Brady Miller
Matthew Lilledahl
Stephanie Smith
Cassandra Thury
Danny Schmidt
Tyler Seeger
William Titus
Joseph Wessbecker

Froehling Anderson promoted Wade Christensen, CPA and Brandon Rosenthal, CPA to partners.


Wade Christensen
Brandon Rosenthal

Ryan Finberg, CPA, MBT and Jonathan S. Archer, CPA were promoted to partner at Schlenner Wenner & Co.


Ryan Finberg

Hawkins Ash CPAs promoted Lance Campbell, CPA to partner. He serves as the partner-in-charge of the firm's Rochester office.


Lance Campbell

Erik R. Doerr, CPA was promoted to partner at Enestvedt & Christensen, LLP.


Erik Doerr

Conway, Deuth & Schmiesing, PLLP promoted Matt Itterman, CPA and Chad Dahlman, CPA to senior accountants.


Matthew Itterman
Chad Dahlman

Andrew Harris, CPA was promoted to national research project coordinator with the IRS.


Andrew Harris

Abdo, Eick & Meyers, LLP Mankato promoted Erin Enstad, CPA, Bradley Wallace, CPA and Layne Kockelman, CPA to managers; Steve Anseth, CPA, partner, was named the firm's nonprofit group leader.


Erin Enstad
Bradley Wallace
Layne Kockelman
Steven Anseth


Speakers

Rick Conway, CPA, a partner at Conway, Deuth & Schmiesing, PLLP, presented a CPA's perspective on mergers and acquisitions at a panel discussion in Willmar.


Richard Conway

Partners Mark Olson, CPA, CSEP and Larry Stulen, CPA of Conway, Deuth & Schmiesing, PLLP spoke on ag succession planning in Morris.


Mark Olson
Larry Stulen

The following members promoted accounting careers to students through the Talk to the Students program:

  • Amanda Rustad, CPA from Vascular Solutions spoke at St. Cloud Technical High School.
  • Nicole Possehl, CPA from BerganKDV spoke at Big Lake High School.
  • Timothy Duffy, CPA, MBT from Northland Securities, Inc. spoke at Minneapolis Southwest High School.

Amanda Rustad
Nicole Possehl
Timothy Duffy

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