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

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


    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



    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)

    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

    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.


    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


    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.

    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)


    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 general 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 and 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

  • 100 Year Anniversary of the Minneapolis Chapter

    Sep 1, 05:00 PM - 08:00 PM (CT)
    Join us as we celebrate the IMA Minneapolis Chapter's 100th anniversary (September 22, 2021).

    We'll look to recognize this milestone with a fun event in the summer of 2022.