January 2021
Chapter Happenings and Updates
Message from Chapter President Anita Moulton
and Executive Director Rosanne Bump
Happy New Year! We hope you had a great holiday season.

FEI worked with you, side by side, last year providing high-quality virtual programs, speakers, networking and opportunities to LEARN – CONNECT – LEAD, both locally and nationally. We look forward to being a part of your 2021!

We are committed to advancing the success of finance leaders, their organizations and the profession. This edition of the FEITC Newsletter provides you with many opportunities to start the New Year off strong.

Consider volunteering, joining our Trusted Peer Groups, attending a virtual networking or educational session. And be sure to save the date, June 21, 2021, for our annual Golf Event at North Oaks Golf Club.

We are very fortunate to have generous contributions from our Strategic Partners and are thankful for their participation in our chapter happenings.

Please, let us know how we can help you succeed this year!

Anita Moulton
FEI Twin Cities Board President

Rosanne Bump
FEI Twin Cities Executive Director
Follow us on LinkedIn
A Special Thank You!
to our Board of Directors!
We would like to thank the following Board of Directors members
for their service and hard work.

Anita Moulton
Cargill, Financial Reporting Mgr

Past President
Angela Riley
Common Bond, CFO

President-Elect, Board Governance and Nominating Co-Chair
Brian Volkmann 
Affinity Plus Federal Credit Union, CFO

Terry Meyers
Stratacor, Accounting Mgr

Secretary, Board Governance and Nominating Co-Chair, Strategic Alliances with Associations Chair
Jay Trumbower
Boulay Group, COO & CFO

VP Membership, Nat'l Liaison Chair
George Boyadjis
Cresa, VP Corporate Solutions

VP Strategic Partnerships
Todd Hollands
Strategic Finance Leader

VP Programs and Professional Development
Brent Lonson
UNPUZL Solutions, LLC, President

Vice President, Membership Engagement and Retention Co-Chair
Gary Perkins
Financial Executive, Commercial Banker & Business Advisor
US Bank

VP Marketing and Communications
Rachel Rice
Avenir Global, CFO


Membership Engagement and Retention Co-Chair
Karen Blacik
CFO and National Industry Leader-Restaurants

Strategic Partnerships Chair
Jared Brandt
Waterous, Director of Finance

Membership Retention Pathway Chair
Joe Clements

Trusted Peer Groups Chair
Shari Clifford
Fiduciary Counselling, Inc., CFO

Career Management Chair
Joseph Housman
Hays Companies, Vice President

Programs Chair
Andrea Lewis
Corporate Finance Controller

Professional Development Chair
Jill Nussbaum
CliftonLarsonAllen, Sr. Consultant

Membership Recruitment Chair
David Rust

Diversity and Inclusion Chair
Judy Wright
BTM Global, VP Finance
Get Involved this year! Are you looking to enhance your leadership skills in the coming year?

MarComm Committee Member
Join us to help promote FEI Twin Cities and activities. We are looking for a professional that heavily uses and posts on various social media channels.  Tasks include assisting with developing tools and methods for collecting data such as surveys, opinion polls, or questionnaires; analyzing social media data to identify member trends; researching marketing strategies and proposing adjustments to current strategies accordingly; assisting with finding articles/blogs for content postings; monitoring the social media platforms and offering guidance/adjusting outreach tactics as needed and participating in marketing committee monthly meetings and brainstorming sessions.

Membership Committee Member
The Membership Committee is dedicated to helping members get the most from their membership. Committee members connect with fellow members, talk with potential new members, communicate engagement opportunities, and work with members to identify opportunities that align with the member’s objectives.  

Board Member
Join the Board of Directors to ensure that FEI Twin Cities remains one of the strongest Chapters in the country. This is a great opportunity to connect with a dedicated group of individuals giving back to FEI and to quickly expand your network. To view our current Board members please click here.

For more information and other opportunities please visit our Volunteer page.
Would you like information on volunteering?
Membership Updates
We are committed to advancing the success of you,
your organization, and the profession and look
forward to working with you in the coming year. Please
contact us if we can do anything for you!
In-Person Meeting Update:
Like all organizations, due to safety concerns, we are not able to provide in-person meetings at this time. We recognize this is an important way many of you connect to FEI Twin Cities and to other finance professionals in the area. At this time all meetings will remain virtual. We will continue to evaluate this in the coming months.

Member Benefits:
More than ever now is time to benefit from your FEI membership by…
  • Connecting with your peers and industry leaders
  • Learning through cutting edge content and meetings to stay ahead of industry trends
  • Developing leadership skills to advance your career through our professional development and career management sessions.

Member Benefit Highlight: Are you taking advantage of FEI Connect?
Participate in our online community to connect with other FEI Members and get advice from your peers, learn from their experience, and participate in an ongoing conversation.
Click HERE to download the FEI Connect Quick Start Guide!

Visit our member benefits page to make sure you're using the many resources and mark your calendar now for the many 2021 events we have lined up.
Not a Member? Executive Level Membership Special - $100!

If you've been considering membership there is no better time than RIGHT NOW to join. Executive Level membership is only $100 for a 12-month membership. In addition to the many great member benefits, new members also receive complimentary registration to FEI's Annual Leadership Conference. We have a limited number of Executive Level memberships available and you must contact us by January 31 to reserve this price.
Would you like more information on this special membership offer?
Thank You to Our New and Renewing Members!
Please take a moment to reach out to our members listed here

John Gappa

Ralph Herda

ABILITY Network Inc.


Hiway Federal Credit Union

US Bank

North States Industries

Salo, LLC

Sandra Sponem


Wells Fargo

NXC Imaging
Join a
Trusted Peer Group!

Expand Your Network and Work Smarter, Not Harder! 

Build your network, brainstorm solutions with your peers, and advance your career!
Topics include challenges, successes, shared interest, career paths, benchmarking, insights for the group and more!

Here is what current participants have to say about the program:

"The networking and info sharing has saved countless hours and
real dollars for my firm by sharing reliable contacts in audit firms."

"I feel having a "safe" place to talk about our work challenges away
from work and the owners of our companies is important. It is a great
place to talk with like-minded finance professionals about issues, both
personal and professional, in a supportive environment.
I love our camaraderie part of the meetings." 

"I really appreciate our group. I feel there is huge value in unplugging once
a month to meet with fellow CFO's and talk business, personal, problems, issues, celebrations, new thoughts and techniques. I like having Prouty facilitate. I
feel they are on the cutting edge of business trends, planning and strategy."

"Love the program and my peers, really appreciate having this group. 
They've helped me a ton with questions and ideas in my role and
I have built a much stronger network of CFO's as a result."

12 monthly meetings, lasting 3-4 hours, facilitated discussion between all members with opportunities for presentations, Maximum 12 members per group to keep it conversational.

Diverse perspectives create value. Each peer group will consist of professionals from various industries grouped together by role – such as CFOs, controllers or other finance leaders – and further by private and public ownership or company size.

Professional Facilitation:
To provide maximum value, facilitation is provided by the Prouty Project, a boutique management firm that specializes in strategic planning and leadership development. Sam Smith is a senior consultant who has worked with executives around the country to shift organizational mindsets that drive effective change, create adaptive advantage and accelerate meaningful innovation.

Trusted Peer Groups Available:
We currently have two Trusted Peer Groups available. They meet on the third Wednesday of each month, one in the morning and one in the afternoon at Prouty Group in Eden Prairie. Meeting are virtual for now and will resume in-person when safe to do so.

FEI is focused on delivering value to participants at an affordable cost. An annual fee of $1,800 includes 48+ hours of peer group learning and development, working with an independent facilitator, social events, meeting space and food. Must be a member of FEI to participate.

Recent Peer Group Member Survey Results: 100% of peer group members...
  • Developed valuable new relationships
  • Say they better perform their professional work
  • Have increased their satisfaction with FEI
  • Rated the independent facilitator at Very Satisfied or above
  • Enjoy participating in their FEI Trusted Peer Group
  • Recommend the FEI Trusted Peer Group program to their peers

For more information view our printable flyer or contact Rosanne Bump at rbump@feitwincities.com or 612-512-1680.

Expand your network and work smarter, not harder, in 2021! 
I am interested in learning more about this program!
Upcoming FEI Twin Cities Events
Mark Your Calendar For These 2021 Events
Monday, February 1, 7:15 - 9:00 AM, February In-Transition Monthly Meeting.

Thursday, February 4, 10 - 11 AM, Technology Changes Companies are Making in the COVID Era, Register Here

Tuesday, February 9, 10 - 11 AM, How CFO’s Can Prep Their Owners’ For Successful Exits/Sale. Register Here

February 11, 5-6 PM, Wine Tasting With a Selection of 5 Complimentary Wines, MUST register by January 27 to receive wine. Register Here

Thursday, February 18, 11 AM - Noon, Crises: Bad Companies Are Destroyed By Them, Great Companies are Improved By Them, Be The Match CEO Amy Ronneberg, Register Here

Tuesday, February 23, Economic Update: What Should We Expect Near and Medium Term with CIBC Chief Economist Benjamin Tal, Register Here

Monday, March 1, 7:15 - 9:00 AM, March In-Transition Monthly Meeting. Register Here

Look for more events to be posted soon! Click here for all events.
Golf Event Set for June 21, 2021
Social distancing and other event precautions may be in effect.
Conferences and Courses available through FEI
7 Sessions | December 2020 - June 2021 | Earn up to 10.5 CPE Credits, Info

Private Company Priorities 2021 Webinar Series
January 27, 2021 - June 9, 2021

8-session Series, 8 CPE credits

FEI’s Private Companies Priorities is a series of discussions that are laser-focused on topics of interest to private company executives. Each webinar is programmed with the help of leaders in one of FEI’s Committee on Private Companies Special Interest Groups and provides deep insight on critical areas of private company operations and administration. These include family business and succession planning, access to capital and M&A, and public policy and accounting issues affecting private companies.

Comprised of eight webinars held over the first half of 2021, subject matter experts and key stakeholders will provide valuable insights on topics including the outlook for private company M&A, succession planning for family businesses, how to operate a private company after the pandemic, the tax outlook for private companies and an exploration of special purpose acquisition companies (SPAC). Each one-hour webinar is offered at no cost to FEI members and will offer CPE credit to attendees.

All session 2 - 3 PM ET

January 27 | Outlook for Public Policy for Private Companies in 2021
February 10 | Outlook for Private Company M&A in 2021
March 2 | Private Company Tax Winners and Losers
March 17 | How to Operate a Private Company After the Pandemic
April 6 | Formulating Effective Succession Plans
April 20 | Can the SPAC Boom Last?
May 12 | Ownership Transition: Is an ESOP the Right Choice?
June 9 | Rethinking Private Company Compensation

Take Advantage of Other FEI Chapter Programming!
So much content so little time! Please know that you are welcome at many other Chapter's online meetings. Visit Financial Executives International and look for the "Open To All Members" badge for additional events.
Other Events of Interest

These interactive sessions are open to the public and held online the first Tuesday of each month (with the exception of January and July), from 7:30 – 9:00 a.m. via Zoom video conferencing. A $20 donation will be requested for each Jammin Session. All proceeds will be donated to The Prouty Project Stretch Fund of the Minneapolis Foundation.2 steps to register:

Your donation and RSVP will secure your spot! We look forward to seeing you (virtually!) soon. You’ll leave inspired and stretched!

Feb 2 | Is Purpose Spiritual? | Richard Leider, Best-Selling Author and Coach | RSVP
Mar 2 | The Path and Life of a NASA Astronaut | Top Secret Astronaut Name Forthcoming | RSVP

Marsh & McLennan Webcast | GROWTogether
Thursday, February 11, 2021 | 8:00 - 9:30 AM CST
Join Marsh & McLennan for their biggest event of the year – GROWTogether – Growth through Exploration – on Feb. 11. This virtual event features Dr. Abdul M Omari, a distinguished speaker recognized as a Minneapolis/St. Paul Business Journal’s 40 Under 40 and Top 100 People to Know for his outstanding work in Leadership, Diversity and Inclusion. Dr. Omari will lead us through the discovery process of recognizing and responding to bias and combatting microaggressions. 

Register and learn more about the event at www.marshMMA.com/GROWTogether
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Jan 13 | Moving Diversity, Equity and Inclusion Forward
Jan 19 | Key Tax Considerations
for 2021
Strategic Partner Focus
Our Strategic Partners play an important role in our Chapter. We will feature one or two of our partners in each Monthly newsletter - please take a look at the services they offer!
Ledgent Finance & Accounting, a Roth Staffing Company, specializes in hiring finance and accounting professionals for contract and full-time positions at accounting firms and F&A corporate departments. Ledgent, together with our sister business lines, currently operates from more than 100 locations in nearly every major metropolitan market in the U.S. and is considered one of the largest staffing companies in the U.S. by Staffing Industry Analysts.
Thank You FEI Twin Cities Strategic Partners!
Learn more about all of our Strategic Partners here.