Past Events


  • The "Silent Killer" of Performance & Growth 2.0 CPE

    Sep 18, 05:30 PM - 08:00 PM (CT)
    RSVP by Friday, September 14 at 5 pm
    COST: $35 members, $40 non-members, FREE IMA students
    MENU:  taco bar, chicken-vegetarian-carnitas, fresh guacamole, tomatillo salad, cotija grilled corn, churros, beverage ticket
    FREE PARKING IN RAMP


    Speaker:  Dale Henry, Founder/Owner of Critical Insight Group

    https://www.linkedin.com/in/dalehenry/
     
    Dale’s known for exposing and eliminating the ‘silent killer’ of performance & growth…that haunts virtually every business.
     
    In this interesting and engaging presentation, structured as a ‘murder mystery’, the audience is taken to the active crime scenes (inside their business) and engaged in identifying this ‘silent killer’ while building the case that proves how the ‘crimes against performance, growth and overall business prosperity’ are committed. Through insightful investigation, key clues are discovered and forensically analyzed as the full story becomes clear.
     
    In the final act, the true cost of these crimes are revealed along with the exact solution to rid your business of this, until now undetected and unchallenged, silent killer of performance and growth.
    Don’t hope to pick up a ‘tip or trick’ about leadership. That’s not what this presentation is designed to do. It’s intended to be the most valuable and impactful presentation on leadership you ever experienced, and to change how you think about leadership.
     
    Dale’s goal is for you to leave with a new, more valuable, understanding of leadership and how it impacts the performance of your organization; and knowing exactly what you need to do to significantly improve the overall performance of your business, while also making your job easier, more enjoyable and more rewarding.
     
    Dale Henry Biography:
    He’s known for accelerating the growth and prosperity of businesses, the easy way – by developing the Great Leaders of Great TeamsTM they need throughout their organizations.
    In the last several years, Dale has been invited in to help improve the performance – and hopefully the lives – of over 1.2 million employees in roughly 50 of the very best fortune 500 businesses across North America. He understands the people side of business; and how business performance, growth and overall prosperity all ‘rises and falls on leadership’.
    He is also a Master Human Capital Strategist with the Human Capital Institute, and a founding partner with John in the John Maxwell Team (an international team of master coaches and trainers in leadership development and personal success). He is best known for developing strong, effective and truly influential leaders, who know exactly how to build incredibly high performing teams…and an ever-present sense of humor.
    http://criticalinsightgroup.com/
    St Louis Park, MN, United States

  • Tax Reform: Choice of Entity and Section 199A – Where are we today? - 2.0 CPE

    Oct 24, 05:30 PM - 08:00 PM (CT)

    Tax Reform - Latest Insights

    Tax reform of this magnitude will have broad implications – both on businesses and the people behind them. From lowering the corporate and individual income rates and eliminating numerous deductions, to new rules for pass-throughs, the elimination of the AMT for corporations, and the shift to a territorial tax system, the $1.5 trillion sweeping legislation represents the biggest change to the tax code in a generation.

    But what does the new law really mean for your business, and for you? The impact will be different for every business and every individual.

    For more information on this topic: Tax Reform and Section 199A

    Presenters from BDO:

    Jeff Bilsky, Partner, National Tax Office . 
    Dave Young, Tax Senior Manager

    Others from BDO attending and available for questions:
    Eric Nelson, Office Managing Partner, Tax Services
    Joe Schlueter, Managing Director, National Tax Office

    Brooklyn Park, MN, United States

  • The Collaboration Effect ™ - 2.0 CPE

    Nov 13, 05:30 PM - 08:00 PM (CT)

    "The Collaboration Effect™"

    Michael Gregory is an ASA, CVA, NSA. Mike is an international speaker, author and solution provider. Mike assists clients with risk management issues with the IRS, alternate dispute resolution approaches to resolving issues, and other value added services. He was an IRS employee from front line specialist to executive level over his 28 year career at the IRS. His last 11 years Mike was a territory manager with responsibilities for up to 23 states, heading up business valuation nationally and teaching behavioral skills to managers. As a territory manager he brought mediation training nationally to the IRS. He is a Qualified Mediator with the Minnesota Supreme Court and a member of the ADR Section of the Minnesota bar. For the past six years Mike has been the Chief Manager of Michael Gregory Consulting, LLC which focuses on helping organizations resolve conflict, negotiate winning solutions and inspire leaders. Mike has conducted over 2,500 mediations and negotiations and written over 30 articles and 11 books. Mike has a BS from Valparaiso University, a MS from the University of Wisconsin-Madison and a MBA from DePaul University. Mike may be reached at mg@mikegreg.com and 651-633-5311.

    How to Overcome Conflict with Collaboration

    Mike will define collaboration and engage the audience in a high energy interactive session on this topic. Mike will be using elements from three of his books in today’s presentation, Peaceful Resolutions, The Servant Manager and Business Valuations and the IRS. Brain science will be applied to enlighten participants on the steps necessary in order to explore and enhance opportunities to provide for better client outcomes. The processes of de-escalation, communication, conversation, listening, discussion, negotiation, and compromise leading to collaboration are presented to give participants the tools they need so that they can apply them immediately in their practice.

    Learning Objectives:

    • Apply The Collaboration Effect™ to enhance relationships, resources and revenues.
    • Leverage with the key participants in estate and exit planning.
    • Identify the key elements of brain science related to collaboration.
    • Determine why we escalate and help others de-escalate to promote communication, conversation, listening, and discussion, leading to negotiation, compromise and collaboration.

    *Seating is limited to the first 30 people who register* 

    Schedule

    Check In & Social:  5:30-6:00 pm

    Dinner:  6:00 pm

    Presentation:  6:20-8:00 pm

    Cost:  $35 Members

    $40 Non-Members

    FREE IMA Students

     

    MENU

    Pizza and salad

    Free parking in the ramp

    Bloomington, MN, United States

  • Ethics with Mark Faris 2.0 CPE

    Jan 23, 05:30 PM - 08:00 PM (CT)
    REGISTRATION WILL OPEN ON 1/1/19

    More info to come soon!

    About Mark Faris:

    My entire career spanning 38 years has been in sales, marketing, and business development; twenty years in the information technology marketplace lastly as a Chief Sales and Marketing Officer. I have started and owned four new businesses including a $25 million computer networking distributor, started up new sales divisions for two publicly held telecommunication companies, & been a Board Member for a $225 million company.  

    I also have the distinction of being convicted for two felonies for mail/wire fraud and money laundering.  I spent ten and a half months away from my family in a federal prison and halfway house.  As an executive of a privately held family company we defrauded a multi-billion dollar company out of computer parts we were not entitled to receive. It was unacceptable, illegal, irresponsible, and arrogant on our part. I failed as an executive leader to stop the fraud.

    As a result of this life changing event, I continue my mission to educate, teach, and enrich others to avoid taking my path; embracing the idea that personal and business ethics are very much attached at the hip to each other.  My purpose is to selflessly and tirelessly communicate the values of accountability, honesty, integrity, and Christian principles to others, less privileged than me, in ways that improve their lives and the lives of others.

    Currently, I professionally speak, write, and conduct training on personal and business ethics to various audiences in for profit and non-profit organizations.  All three areas encompass executive management/leadership, finance, sales, marketing, human resources, & operations always focusing on ethical leadership skills, preventing fraud from taking place, and instituting the right internal controls that mitigate risk.     

    People continue to take shortcuts that inevitably lead them down dangerous paths. In my talks and training I emphasize why it is critical to have an ethics mission, codes of conduct, and individual purpose statements. We discuss why ethical behavior has higher standards than legal ones. I identify why morals, principles, and values need to be central to our core and driving the needle on our compasses.

    1) Honest organizations build trust with their customers, suppliers, employees, stakeholders, shareholders, and community where they reside.

    2) In the long run, ethical firms are more profitable than unethical ones.

    We must strive to do the right thing without putting ourselves first!!

    Roseville, MN, United States

  • Power Excel Seminar with Mr Excel Bill Jelen (4.0 CPE)

    Feb 23, 09:00 AM - 01:00 PM (CT)

    If you want to improve your Excel skills, you won't want to miss this seminar with Mr Excel!

    RSVP by Friday, February 22 at 12 pm 

    **Be sure to register early as we only have space for 60 attendees**

    Power Excel Seminar with Bill Jelen from MrExcel.com

    You use Excel 40 hours a week, but do you really know how to unleash the power of Excel? Learn cool secrets and tricks lurking on the Data menu. Learn the ins and outs of Pivot Tables (from the guy who wrote the book on pivot tables!). Create slick charts in a single button click. Add thousands of subtotals in seconds. Learn VLOOKUP tricks. Don’t be tortured by bad data any longer. 

    Jelen loves new questions and will incorporate them in the seminar. Jelen promises, “If you use Excel 20 hours per week, you will save 50 hours each year by attending this session!”

    Everyone will receive a book: MrExcel LIVe - 54 Greatest Excel Tips

    **Laptops are not required for this seminar. This is a fairly fast-paced lecture-style course in how to become more efficient in Excel. You will get more out of the course by watching the demonstrations and taking notes than by trying to follow along. If you are working on your own laptop, you will miss something when you look down. Whether you bring a laptop or not, Bill will provide links to all files used so you can download them when you get back to the office.

     https://www.mrexcel.com/

    Schedule

    Check In & Breakfast:  8:15 am-9:00 am

    Class:  9:00 am-1:00 pm

    Cost:  $70 Members

    $70 Non-Members

    $35 IMA Students

    Menu

    Breakfast - Panera

    White Bear Lake, MN, United States

  • Emotional Intelligence (2.0 CPE)

    Mar 19, 05:30 PM - 08:00 PM (CT)

    Applying Emotional Intelligence for Leadership and Career Success

    The most effective professionals have a high degree of what has come to be known as emotional intelligence.  The qualities that make up emotional intelligence – self-awareness, self-regulation, motivation, empathy, and social skill – enable the most successful professionals to raise their own and others’ performance to a higher level. 

    Here’s the bottom line:  In the rough and tumble world of work, having negative thoughts and feelings is unavoidable.  However, if we understand and expand our Emotional Intelligence capabilities, we will be able to overcome our negative thoughts and feelings, and learn to act in a way that reflects our values, rather than what we are feeling at the moment. 

    In this highly interactive session you will not only learn:
    How to Understand Your Emotions and Respond Professionally
    How to Incorporate Perception Checking and Keep Conversations Civil
    How to Motivate Yourself and Others
    How to Build a Supportive Communication Climate

    About Our Speaker:

    Kit Welchlin began public speaking at age 9 in 4-H.  He purchased his first manufacturing company at age 21, and by 26 was CEO of 3 manufacturing companies in 3 states. Kit has B.S. and M.A. Degrees in Speech Communication.  He has delivered more than 3,000 presentations to more than 500,000 people.

    Schedule:
    Networking Social & Registration 5:30-6:00
    Dinner 6:00-6:20
    Presentation 6:20-8:00

    Brooklyn Park, MN, United States

  • RESCHEDULED: State of Minnesota and Twin Cities Economy (2.0 CPE)

    Mar 26, 05:30 PM - 08:00 PM (CT)

    THIS EVENT HAS BEEN RESCHEDULED FROM WEDNESDAY, FEBRUARY 20 TO TUESDAY, MARCH 26 DUE TO THE SNOWSTORM.

    Feel free to forward invite to your friends or colleagues who may be interested in hearing about our local economy.

     

    “State of the Minnesota and Twin Cities Economy”

    Presented by Ron Wirtz of the Federal Reserve Bank 

    This talk will focus on current conditions and trajectory of the Minnesota and Twin Cities economy.

    • Various economic performance measures, offering additional state and metro comparisons for context.
    • General labor force trends that will influence economic growth going forward.
    • Utilize an interactive survey to find out how attendees (and their firms) are faring in the current economy (with real-time, anonymous results for the audience).

    Ron Wirtz is a Regional Outreach Director for the Federal Reserve Bank of Minneapolis. Ron’s primary responsibilities involve tracking current business conditions across the six-state Ninth Federal Reserve District, which includes Michigan’s Upper Peninsula, northwest Wisconsin, Minnesota, the Dakotas and Montana. Ron tracks activity in employment and wages – which are central to the Federal Reserve’s dual mandate of promoting stable prices and maximum employment – along with construction, real estate, tourism consumer spending. Part of Ron’s work includes extensive outreach to business and community leaders, and he gives frequent speeches on Ninth District regional economies.

    Ron is a contributor to the Beige Book, which is a report of current business conditions published by the Federal Reserve System every six weeks. Previous to this position, Ron was the editor of the Fedgazette, a regional business and economics journal published by the Minneapolis Fed. Here, he conducted in-depth research on such topics as labor markets and job growth, health care consolidation, the Bakken oil boom, income mobility, disability, public pensions, and many others.

    Golden Valley, MN, United States

  • IMA Northern Lights Council Spring Conference - up to 16.0 CPE

    Apr 25 - 26, (CT)

    Join us on Thursday & Friday, April 25 & 26 for two days of exciting and educational speakers, including our keynote speaker, Jeff Thomson, President & CEO of IMA. Breakfast, lunch and snacks are included in the registration fee. Happy hour follows the last speaker on Thursday.

    Early bird rate for members is $250 until Friday, April 5. Regular rate is $275 until Friday, April 12. Non-member rate is $275. Student rate is $20 per day.  See below for a complete list of speakers and topics.

    We have negotiated a group rate of $104 per night if you choose to stay at the hotel. Call (952) 884-8211 to make reservations and ask for the IMA group rate. The group rate is available until April 17th or until rooms are sold out.

    Bloomington, MN, United States

  • Community Service Day at Junior Achievement Biztown

    May 13, 08:15 AM - 02:30 PM (CT)
    Spend the day with IMA members while we mentor middle school children on how to run a business and their personal finances.  This will be our fourth year as volunteers.

    Arrive at 8:15 for volunteer training.  The Twin Bluff Middle School children will arrive at 9:15 and depart at 1:45.  Wear comfortable shoes.  Bring your own water bottle or other beverage.  We are not allowed to leave the building for lunch, so bring your own or plan on joining us at Augustine's for a late lunch afterwards!

    If you have volunteered before, please note that they moved to St Paul.  They are no longer in Maplewood.  Enter through the main door of the building and check in at the main floor desk.  Onsite parking is limited. Please consider carpooling or taking public transportation.  Parking info here.

    Registration is a two step process.  Register on Eventbrite so we at IMA know you are coming.  Second, register as a volunteer on the Junior Achievement site.  This is required of all JA volunteers.

    STEP 1

    Complete the Volunteer Registration Form

    Please reference the school name and date where asked. Make sure to electronically sign and date the Code of Conduct and Social Media Policy.

    STEP 2

    Review the JA BizTown Volunteer Manual

    This includes helpful information about your day.

    STEP 3

    Watch the five Volunteer Training Videos

    These short videos will explain your role as a volunteer and how the day works.

    STEP 4

    Attend the Mandatory Onsite Volunteer Training

    Come to JA BizTown on your assigned day and time listed above. JA Staff will do an orientation before students arrive.



    Late lunch/networking to follow at Augustine's Bar and Bakery.
    St Paul, MN, United States

  • Technology Advancements and the Impact on the U.S. Payment System (2.0 CPE)

    Sep 17, 05:30 PM - 08:00 PM (CT)

    Speaker:  Guy Berg, VP Payments, Standards, and Outreach Group of the Federal Reserve Bank of Minneapolis

     

    The U.S. payment system is the midst of vital changes triggered by the rapid advancement of technology, the internet and general mass connectivity.  These advancements create tremendous opportunity for enhanced convenience and efficiency, but they also introduce new vulnerabilities and challenges.  In this presentation, Guy will discuss the impacts of these technology advancements on the U.S. payment system and the need to modernize the payment system in response to them.

     

     About our Speaker: 

     

    Guy manages the Payments, Standards, and Outreach Group at the Federal Reserve Bank of Minneapolis with responsibilities for researching and advocating for B2B payment efficiency improvements and standards, and supporting payment security and emerging payments standards. Guy also supports the Federal Reserve Systems Strategies for Improving the U.S. Payment System (SIPS).

    Previously Guy headed product development for ChexSystems’ account opening screening services, was Group Product Manager for electronic banking at Deluxe Corporation, and managed a software company that supported EMV migration globally. As president of Collis Americas, he managed EMV and mobile payments consulting for North and South America, and managed EMV consulting at MasterCard before joining the Federal Reserve Bank of Minneapolis. Guy brings strong domestic and global experience working with legacy and emerging payment and fraud mitigation technology.  

    St Louis Park, MN, United States

  • Change Management by Jennifer Eichenberg (2 CPE)

    Mar 21, 05:30 PM - 08:30 PM (CT)

    Join our chapter for a Change Management dinner presentation by Jennifer Eichenberg.  This event is eligible for up to 2 CPE credits.  We'll have a social starting at 5:30pm along with dinner prior to the 6:30-8:10pm presentation.

    Registration is now live:

    https://www.eventbrite.com/e/change-management-by-jennifer-eichenberg-2-cpe-tickets-568850315607

    Event Overview:

    What Makes Change So Tough?

    Organizations are frequently asking employees to change. It is the nature of the competitive environment we live in today. Despite change being constant in most organizations, we have not gotten better at implementing change and making it stick. In this session, you will learn what makes organizational change so difficult and what you can do to make it easier for everyone. 

    Learning Objectives:

    • Explain what happens when change is announced.

    • Define resistance.

    • Identify resistance in a variety of scenarios.

    • Discuss how to address resistance.

    About our Speaker:

    Jennifer Eichenberg is the Founder of Eichenberg & Associates with over 16 years of experience in Change Management consulting. She focuses on engaging teams, while addressing resistance to change and the learning that often needs to accompany change initiatives. Jennifer delivers results by directing seamless change, designing engaging training, and implementing effective communication.

    During a change in my personal life, I started exploring the practice of change management. Through my research of the process and what makes it successful or unsuccessful, I realized that my expertise in two decades of training and communications aligns well with consulting in change management. Add in my background in behavioral economics and it was clear that my skills and knowledge could benefit organizations and boost their rate of successful change adoption.

    https://www.eichenbergassociates.com/

    https://www.linkedin.com/in/jennifer-eichenberg

    Venue Information:

    This dinner presentation will be hosted at Pinstripes in Edina.

    3849 Gallagher Dr Edina, MN 55435

    There is a parking lot in front of the entrance, as well as parking garage to the west side of the building. We are in Ballroom A, which is upstairs when you enter the building.

    Menu:

    A wide assortment of appetizers, platters and salads available to choose from buffet-style.

    A complimentary drink ticket will also be provided.

    Schedule:

    Check-In & Social: 5:30-6:00pm

    Dinner: 6:00pm

    Presentation: 6:30-8:10pm

    Cost:

    $35 IMA Members

    $40 Non-Member Guests

    FREE IMA Student Members (must present ID)

    IMA Event Disclosures:

    There is an IMA health waiver form that is required in order to attend this in-person event. This form is available on our chapter website when viewing the event. Please also be aware that photographs might also be taken. Students must present their valid ID and student chapter membership in order to attend free of charge.

    Edina, MN, United States

  • IMA Minneapolis Chapter 100th Anniversary Boat Cruise

    Jun 10, 05:30 PM - 09:00 PM (CT)

    The IMA Minneapolis Chapter eclipsed the century mark on September 22nd, 2021. To celebrate this milestone, we are hosting a boat cruise in downtown Minneapolis. The Minneapolis Queen has a maximum capacity of 125 people so registration is limited.

    This boat cruise is primarily open to Minneapolis Chapter members. Registration for spouses will be available as well. This is a three hour cruise along with a dinner buffet and drink tickets.

    Being that this celebration is on the eve of the IMA23 conference in Minneapolis, we very much want members to attend both events. We'll have distinguished guests from our global IMA organization as well. 


    Registration for the remaining spots is limited (we had to provide a final count):

    https://www.eventbrite.com/e/ima-minneapolis-chapter-100th-anniversary-boat-cruise-tickets-480288053497

    Downtown Minneapolis Boat Cruise:

    Saturday, June 10th from 6pm-9pm

    Make sure you are at the docks between 5:45-6:00 as the boat will leave shore promptly

    Bohemian Flats Park

    2150 West River Parkway

    Minneapolis, MN 55454

    Food & Drinks:

    Chicken Breast Dijonaise along with Caesar salad, steamed vegetable medley, assorted breads with butter, and their signature chocolate dipped strawberries and petite desserts

    Two drink tickets

    Costs:

    • $20 IMA Minneapolis Chapter Members

    • $30 Non-IMA Minneapolis Chapter Members & Guests

    Dress attire:
    Business Professional (no tie, but a step up from casual jeans)

    Looking forward to both a memorable cruise and conference. See you there. 



    Boat Cruise

    Minneapolis, MN, United States

  • IMA23 Annual Accounting & Finance Conference (18 CPE)

    Jun 11 - 14, (CT)

    The IMA's annual conference is coming to Minneapolis in June 11-14, 2023! Earn up to 18 CPE while socializing among hundreds of fellow Accounting & Finance professionals.  There will be plenty of fun activities to participate in as well. 

    Below is a link to the detailed agenda:

    https://www.imaconference.org/event/358a29af-02ad-48d9-8a99-28c2f75ff826/websitePage:645d57e4-75eb-4769-b2c0-f201a0bfc6ce

    The Minneapolis Chapter will be hosting evening social events in our hospitality suite along with the Red River Valley Chapter (Fargo), and the Lake Superior Chapter (Duluth).  Round the evenings out with complimentary drinks and snacks.  Join us for networking along with our fellow members.

    The IMA has announced group registration rates as pictured below.  Consider pairing up with your immediate work colleagues and take in this unique experience as a team.  The IMA also has special promotional rates for the hotel and airlines to utilize.  These are listed on the link above under the Event Info dropdown and then Hotel and Travel

    This is sure to be a memorable event after in-person opportunities like these took a hiatus for the better part of two years.  Will be glad to see you there.  Thanks for everything that you do for the Accounting & Finance profession!   


    Minneapolis, MN, United States

  • IMA's Annual Meeting of Members

    Jun 22, 08:00 AM - 07:00 PM (CT)

    Join your fellow peers on Thursday, June 22nd for the IMA's Annual Meeting of Members.  There are two time slots to choose from for your convenience:

    • 8am CST
    • 6pm CST

    These sessions last year were about one hour in length.

    From the IMA's website

    The 2023 Annual Meeting of Members is your chance to meet IMA’s new President and CEO, Mike DePrisco, and celebrate all things IMA. At this meeting, you will hear from IMA’s global volunteer leaders about this year’s successes and plans for the future. Investing to enhance member value will be at the top of the agenda. Find out how IMA is strategizing for the future and delivering new products and services to keep you relevant in the finance and accounting profession.

    Whether you are new to IMA or a longstanding member, don’t miss this opportunity to hear directly from IMA leadership about how the organization is charting a path forward for long-term sustainability and growth. Join us for this memorable event.

    For the convenience of our global audience, we are hosting two live sessions (each is one hour). The Annual Meeting of Members is open to IMA members only.

    Registration is available here:

    https://www.imanet.org/events/2023/june/2023-annual-meeting-of-members?psso=true&ct=974d3883fb8e1e502f0f35e5827b4a5d66a828e7ef144b61edad2e11794637197cf05e5045cdc42b3f347b34b9228c70c09b9c0dff181e13e49ecae1dd16b35a

  • Economic Update by Joe Mahon (1.5 CPE)

    Sep 28, 06:00 PM - 08:30 PM (CT)

    Join our chapter in-person on Thursday, September 28th for an Economic Update presented by Joe Mahon of the Federal Reserve Bank of Minneapolis.  These are routinely insightful and interactive meetings. Attendees can earn 1.5 CPE while networking and enjoying a dinner presentation. 

    Registration is open:

    https://www.eventbrite.com/e/economic-update-by-joe-mahon-15-cpe-tickets-709838204177

    This event will be hosted at the Bell Bank Colonnade location in Golden Valley.

    Park in the ramp connected to the building and look for either a sign or peers in the lobby.

    We'll have Davanni's Pizza along with a salad.

    There will be an assortment of complimentary beverages as well.

    Preliminary overview:

    After a brief intro on the Federal Reserve and its role in the economy, Mr. Mahon will review recent data on the national economy with emphasis on the Fed’s dual mandate of maximum employment and price stability (inflation). Joe will then discuss the regional economy and share some survey results on the near-term outlook.

    About our speaker:

    Joe Mahon is a regional outreach director. Prior to that, he served as a regional economist and as a staff writer and analyst for Bank publications The Region and fedgazette. Mahon’s primary responsibilities involve tracking several sectors of the Ninth District economy—an area that covers Minnesota, North and South Dakota, Montana, and portions of Wisconsin and Michigan—for the Fed. Sectors he follows closely include agriculture, manufacturing, energy, and mining. He holds degrees in economics and journalism from the University of Minnesota.

    Meeting structure:

    6:00 Networking

    6:30 Dinner 

    7:00 Presentation

    8:30 Conclusion of meeting

    Tickets:

    $30 IMA Minneapolis Chapter members

    $35 Non-Member Guests

    $0 Student Chapter members (bring ID)

    Golden Valley, MN, United States

  • Annual Pumpkin Carving Contest & Happy Hour

    Oct 26, 05:30 PM - 08:00 PM (CT)

    IMA Minneapolis Chapter Annual Pumpkin Carving Contest and Happy Hour

    WHO: You! 

    WHAT: Our Annual Pumpkin Carving Contest is Back!

             Join us to Network, Enjoy Snacks and Drinks, Submit a Pumpkin for Judgement, Judge Pumpkins, or all Four!

    WHERE: Fat Pants in Eden Prairie

                   8335 Crystal View Road, Eden Prairie, MN, 55344

    WHEN: Thursday, October 26th 5:30PM

    WHY: Enjoy free appetizers and drinks with your fellow IMA members.

    Submit your Pumpkin and you could win one of FOUR $25 Visa Gift Cards!

             You must be present with your completed pumpkin at the event to win. 

             All submitted pumpkins will be included in our November newsletter. 

    HOW: Carve or decorate a pumpkin and submit it for one of the following categories: 

    If you are unable to attend but would still like to have your pumpkin included in the newsletter, send a picture of your decorated or carved pumpkin to minneapolis@imachapter.org (or board@minneapolisima.org).

    Please note: While we appreciate extra enthusiasm, please only enter one pumpkin per person into the contest.

    Happy Hour RSVP recommended (for venue count), but not required to participate. 

    Eden Prairie, MN, United States

  • Revenue Management for Finance Professionals by PACE (1.5 CPE)

    Nov 16, 10:00 AM - 11:25 AM (CT)

    The Profitability Analytics Center of Excellence (PACE) is presenting Revenue Management for Finance Professionals to our chapter on Thursday, November 16th at 10am CST.  This will be hosted online and attendees can earn up to 1.5 CPE. 

    Registration is available here:

    https://event.on24.com/wcc/r/4339220/A23A4E79F70FCFA144860535237B41C8

    Event overview:

    While finance’s traditional focus has been on managing costs, to enhance organizational value it must move to greater support of the organization’s revenue management efforts. In this webinar we’ll talk about the importance of finance professionals supporting revenue management within their organizations, the various tools of revenue management, and insights finance professionals can deliver by being “revenue thinkers”.

    About our Speaker:

    Raef Lawson is Executive Director of the Profitability Analytics Center of Excellence (PACE). Prior to this he was Vice President-Research and Policy and Professor-in-Residence for IMA (the Institute of Management Accountants) where he led IMA’s global thought leadership efforts and oversaw IMA’s student and academic relations programs. 

    Raef received his MBA and PhD degrees from the Leonard N Stern School of Business, New York University.  He holds a variety of professional certifications including CMA, CSCA, CPA CFA, and CAE.

    Prior to joining IMA, Raef was a professor and Chair of the Department of Accounting and Law at the State University of New York (SUNY) at Albany.  He has also held senior leadership experience in diverse settings, including academia, practice, and professional associations.

    Raef has published several books and over one hundred articles in the areas of cost and performance management systems, sustainability, business ethics, performance scorecards, activity-based costing, and international cost management practices in journals including The Accounting Review, Cost Management, Journal of Business Ethics, Journal of Business, Finance and Accounting, and Strategic Finance.

  • From Accountant to Business Partner by Alex Eng (1.5 CPE)

    Dec 13, 11:30 AM - 01:00 PM (CT)

    Join our chapter on Wednesday, December 13th at 11:30 CST for an online webinar.  Alex Eng will present From Accountant to Business Partner.  He is a former IMA Chair and continues to be significantly involved within our organization.  Attendees can earn up to 1.5 CPE at this free event. 

    Registration is available here:

    https://event.on24.com/wcc/r/4427395/7A6BA6DC6C0BD016736654D5B7D63950

    Presentation overview:

    At one time, management accountants were responsible for mostly transactional work. But today, they are called to do more advisory work. This course looks at what that means through the role of business partnering. The workshop looks at:

    • What does it mean to be a business partner?
    • Why is business partnering important?
    • What skills are needed to be a business partner?
    • How does one go about becoming a business partner?

    Since business partnering has become an important topic for management accountants, the goal of this workshop is to help you understand the skills needed and then learn how to develop those skills so you can make the journey from accountant to business partner.

     

    Learning Objectives:

    After this session, you will be able to:

    1. Define business partnering.
    2. Identify why business partnering is important.
    3. List skills needed to be an effective business partner.
    4. Describe how to become an effective business partner.

    Our Speaker:

    Alex C. Eng, CMA, CFM, CPA
    IMA, General Counsel and Chief Legal Officer
    Former IMA Chair 2017-2018, IMA Global Board of Directors

    Alex C. Eng is IMA’s general counsel and chief legal officer. He is a former Chair of the IMA Global Board of Directors, serving during the 2017-2018 fiscal year.

    In addition to his role at IMA, Alex is currently vice president, U.S. Corporate Finance at EDF Renewables, the North American renewable headquarters for EDF, a public Fortune Global 100 company and the world's largest power utility. His former experience includes various controllerships at a defense contractor and at a global telecom services provider, and as tax manager and auditor at a national firm. In his legal practice, Alex has advised on mergers and acquisitions, as well as syndicated lending and structuring of asset-based transactions.

    An IMA member since 2003, Alex served two terms on IMA’s Global Board of Directors and has been chair of its Governance, Planning & Development, and Nominating Committees, as well as chair of the Performance Oversight & Audit Subcommittee. In addition to being a CMA, CFM, and CPA, Alex is an attorney of the State Bar of California, with federal admissions to the U.S. District Court for the Southern District of California and the U.S. Tax Court. Alex earned an MBA from Suffolk University, a Juris Doctor from Thomas Jefferson School of Law, and a B.A. from the University of Calgary (Alberta, Canada). He currently resides in San Diego.

  • March Madness Pool & Happy Hour

    Mar 28, 05:30 PM - 08:00 PM (CST)

    Join your fellow IMA Minneapolis Chapter colleagues in the annual March Madness pool exclusively for our members.  Use your analytical abilities to balance probabilities, chance and luck to the top of the bracket.  We'll have a happy hour on the 28th to ring in the sweet 16 round.  More info below.

    IMA Minneapolis Chapter pool:

    https://picks.cbssports.com/college-basketball/ncaa-tournament/bracket/pools/kbxw63b2he4dmmbrg4ya====/join

    March 28th happy hour at the Wayzata Bar & Grill aka "The Muni":

    747 Mill Street

    Wayzata, MN  55391

    Google Maps Link

    RSVP is not required for the happy hour.  It does give us an idea for the reservation though.

    Thanks for participating and best of luck. 

    IMA Minneapolis Chapter Bracket Challenge Hall of Fame

    Mr. William Frater, CMA (2023)

    Tavia Lundquist, CPA, CGMA (2022)

    Mr. Ken Rein, CMA (2021)

    You could be next.

    For additional information, please see Ashley's communication below:

    Minneapolis Chapter

    March Madness is back!

    We are once again doing a Minneapolis IMA Chapter Bracket Pool. The tournament runs from March 17th- April 8th.

    How to join the pool:

    ·         Use the link below to go directly to our private bracket pool on CBS Sports website.

    ·         You must set up an account with CBS Sports (free).

    ·         The name of our pool is: Mpls IMA

    ·         Brackets will open sometime Sunday evening, March 17th, after the selections are made.

    ·         Make your picks anytime between Sunday evening and Tuesday morning, March 19th, before the games begin.

    You can use the CBS Sports App or CBS Sports online to follow the pool, check your score, and see where you are in the standings. We will reserve a prominent spot on our chapter website to announce the winner(s). This year there will be two cash prizes (in the form of visa gift cards): one for the most points and one for the most correct picks. (Tie breakers will be used, if needed).

    Link to the Bracket Pool: Minneapolis IMA Chapter Bracket Pool 

    May the odds be ever in your favor!

    To celebrate this year, we’ll be hosting a happy hour at the Wayzata Bar & Grill on Thursday, March 28th at 5:30pm! See the invite attached for more details.

    Wayzata, MN, United States