May 2021
Chapter Happenings and Updates
Message from Chapter President Anita Moulton
and Executive Director Rosanne Bump
The sun is shining, the birds are chirping and it is so nice to see this warm, beautiful weather. And it looks like people are ready to get out and golf! Our annual golf tournament on June 21 (the first day of Summer!) is almost full. If you're planning on golfing please register as we will be closing registration soon. We also have a few sponsorships remaining. Additional information can be found here.

Our fiscal year comes to a close at the end of June. Prior to that, we have several virtual events including an ethics class for those hard-to-find CPE credits and our annual Future is Now series on June 29th and 30th. We hope to see you there. Also, look for information below on our virtual Annual Business Meeting on July 14th.

We are excited that we appear to be coming out of the pandemic and restrictions are being lifted. With that good news, we are starting to plan in-person events. Look for event announcements soon for a July 20th Happy Hour/Social event AND our 2021-2022 kickoff Membership Meeting at the Walker Art Center in September.

We always love to hear from you. Please email either of us and/or take a moment to select the items you would like to see more of in our monthly newsletters in the quick poll below.
Anita Moulton
FEI Twin Cities Board President
Rosanne Bump
FEI Twin Cities Executive Director
What would you like to see more of in our newsletter?
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FEI Member Benefits
Member Updates and Happenings
Financial News and Headlines
Member Updates and Profiles
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!
Popular FEI Connect Articles! 
FEIconnect is an online network exclusively for members of FEI. FEI members can use the site to build relationships and network with others who share their interests, specialties or questions. If you haven't already, take a moment to sign in and see all of the great conversations happening in the area of finance, accounting, and anything else you might be working on.

Recent Hot Topics being discussed:

FEI's Technical Committees
FEI's Technical Committees, Roundtables and Special Interest Groups (SIGs) are the perfect avenues for working with your peers to advance and protect the public policy interests of businesses around the globe. 
Below are a few of these committees:

More technical committees and additional information can be found here. 
Not a Member? Start a Trial Membership Today!

We are pleased to invite you to enroll as a Trial Member of Financial Executives International (FEI)! Your trial membership will be active for 6 months and you may choose to join as an Executive member of FEI after that time.

Membership with FEI can be a career-changing opportunity to make connections and acquire new knowledge that will have a meaningful impact on your professional and personal financial leadership growth. The more actively you are engaged, the more benefits you are likely to realize.

We encourage you to engage with FEI and explore your member benefits during your trial membership so that you can understand the value the Association has to offer long–term, both at a National and Chapter level.

Please visit to confirm eligibility and to enroll as a Trial Member today. Previous members are not eligible for the free trial, but we’ve lowered our dues for existing members while expanding our programs, so our value proposition has never been better! And, if you’re in-transition, we may be able to get your dues fully paid for by a third party.

If you have any questions about your trial membership or FEI’s benefits and services, please reach out to Rosanne at or or 877.359.1070.
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.
Consider volunteering with us!

Current openings include:
Corporate Membership Committee Chair
Trusted Peer Group Chair
Membership Retention
Board Member

Thank You to Our New and Renewing Members!
Please take a moment to reach out to our members listed here

Inspired Spine

Delta Dental of Minnesota

Delta Dental of Minnesota


Health Partners, Inc.

Delta Dental of Minnesota

Delta Dental of Minnesota

Northstar Capital LLC

Be the Match

Communication Systems, Inc.

Wheeler Consolidated, Inc.

Delta Dental of Minnesota

Delta Dental of Minnesota


Delta Dental of Minnesota

Luke Lundin
Delta Dental of Minnesota

Delta Dental of Minnesota

Koch Companies

Delta Dental of Minnesota

UnitedHealth Group

United Business Mail

Upcoming Events - Register Today!
FEI Twin Cities Events

In-Transition Monthly Networking Meeting
Starting in July, In-Transition monthly meetings will be held 2nd Tuesday of the month.
Tuesday, June 1 | 7:15-9:00 AM CST | Register
NEW DATE July 13 | 7:15-9:00 AM CST | Register

Business Ethics and Real-World Violations - 2 Ethics Credits
Wednesday, June 2 | 12 - 2 PM CST | Register

FEI Twin Cities Golf Outing - ALMOST FULL - register soon
Monday, June 21 | 11 am - 6 pm CST | Register

Future is Now | The ROI of Support Automation
Tuesday, June 29, 8 - 9 AM CST | Register

Future is Now | Modern Data Protection: The 'as a service' revolution comes to disaster recovery
Wednesday, June 30, 9 - 10 AM CST | Register

FEI Twin Cities Annual Membership Meeting
Wednesday, July 14 | Noon - 1:00 PM CST | Register

More information on all upcoming events here
Upcoming FEI Conferences
Finance Elevated Virtual Conference
June 8, 10, 15, and 17
The future of finance is expected to look seemingly different than before. The ever-growing role of technology within organizations and automation of processes present CFO’s with the unique opportunity to modernize the way they work. The aim of the Finance Elevated conference is to provide finance professionals with the opportunity to learn about emerging trends, tools, and resources to help leverage technology more efficiently, advance their finance teams, and grow the bottom line. Register
FEI Transformational Leadership Webinar Series
Explore the power of Transformational Leadership with Executive Coach Tony Smith and FEI President and CEO Andrej Suskavcevic. This series will provide the guidance for you to engage in intentionally producing a result beyond expectation, familiar know-how, or prediction. Such results are not mere luck or random; there is a design to them, and to breakthrough performance. We’ll prepare you to evoke your leadership skills, empower yourself, and experience a transformation through conversations focused on authentic leadership in a new era.

Selling Internally
May 20 | 11:30 am - 1:00 pm Eastern | 1.5 CPE credits

Introducing and Transferring Transformational Leadership Into Your Enterprise
June 9 | 11:30 am - 1:00 pm Eastern | 1.5 CPE credits

Feedback: The Breakfast of Champions
July 1 | 11:30 am - 1:00 pm Eastern | 1.5 CPE credits

Private Company Priorities 2021 Webinar Series
FEI’s Private Companies Priorities is a series of discussions that are laser-focused on topics of interest to private company executives. Each webinar 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.

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.

Ownership Transition: Is an ESOP the Right Choice?
May 12 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Rethinking Private Company Compensation
June 9 | 2:00 pm - 3:00 pm Eastern | 1 CPE credits

Other Programming
Visit Financial Executives International and look for the "Open To All Members" badge for additional events. Many are CPE eligible!
Other Events of Interest
Prouty i•will: Building Community through Authentic Connections
Prouty Project Senior Consultants Adrienne Jordan & Anne Davidman
Presented by Prouty Project
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.
Golfers - Only a Few Spots Remain! 
Annual Golf Outing on June 21, 2021
In-person at North Oaks Country Club
Social distancing and other event precautions will be in effect.
Featured Content
How to Plan for the First Days as a Public Company After ...

The special purpose acquisition company (SPAC) process demands significant attention and energy for all parties, especially the CFO of the target company. It is tempting to see the process of winning investor approval, communicating your story to ...

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Anchored in Purpose, Elevated by Transparency

Family Businesses have a reputation for being able to outperform their competitors during periods of economic unrest. This past year brought much more than the typical dip in the market, between societal unrest and the pandemic continuing to...

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Follow us on Social Media!
YouTube contains recordings of our most recent programming! Click images below.
May 12 | Recent Developments in Reps & Warranties Insurance and other Transactional Insurance Considerations
May 10 | Beyond the Numbers in M&A Transactions – Culture & People

Strategic Partner Focus
Featured Gold Level Strategic Partners
BDO is a U.S. professional services firm providing assurance, tax, advisory and consulting services to a wide range of publicly traded and privately held companies. For more than 100 years, BDO has provided quality service through the active involvement of experienced and committed professionals. The firm serves clients through 63 offices and more than 450 independent alliance firm locations nationwide. As an independent Member Firm of BDO International Ltd., BDO serves multinational through a global network of 1,408 offices in 154 countries.
Marsh & McLennan Agency LLC is a subsidiary of Marsh established in 2008 to serve as a platform for the middle market. In 2015, it expanded its national footprint into Canada. MMA offers commercial property, casualty, personal lines, and employee benefits to midsize businesses and individuals across North America. 

MMA helps companies identify, assess, mitigate, prevent, eliminate and finance risk. Our values-driven approach facilitates growth and strengthens companies using comprehensive programs that reduce the cost of organizational risk. MMA professionals are experienced in designing detailed and complex domestic and international employee health &benefit and business insurance programs around the unique exposures faced by complex organizations. Call (763)746-8000 to learn more about MMA.
Featured Silver Level Strategic Partner
Steven Douglas Associates, one of the nation’s leading boutique search and project-based firms, has been a recognized leader in identifying and providing access to top talent for corporate clients since 1984. Our client base is industry agnostic and ranges from start-ups and emerging middle-market to Fortune 500 companies and private equity firms. Our firm has offices in South Florida (HQ), New York, Minneapolis, Tampa, Orlando, Omaha, Baltimore and Seattle.
Thank You FEI Twin Cities Strategic Partners!
Learn more about all of our Strategic Partners here.