April 2021

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Chapter Happenings and Updates Message from Chapter President Anita Moulton and Executive Director Rosanne Bump

Spring has sprung in Minnesota and we are all far more than ready to network and modify our current COVID working arrangements. We are ready to actively advance our success as financial leaders and the success of our organizations and the profession. Our April and May FEI Twin Cities local programs lineup is outstanding. Also, be sure to register for the annual FEI Financial Leadership Summit Virtual Conference in May and Finance Elevated Virtual Conference in June. Both programs present opportunities to network nationally and participate as your schedule allows over a window of time AND earn CPE. And for some fun in-person activity (taking the appropriate precautions) we expect to see you at the June Annual Golf Outing! We would like to acknowledge the generous contributions of our Strategic Partners and the depth of knowledge and experience they bring to our members. We value your membership and encourage your participation in FEI programs and committees. If we can help you in any way, please do not hesitate to reach out to us. FEI Twin Cities Chapter - Where engaged financial leaders thrive! Sincerely,

Anita Moulton FEI Twin Cities Board President amoulton@fetwincities.com

Rosanne Bump FEI Twin Cities Executive Director rbump@feitwincities.com

Meet FEI Twin Cities Incoming Board President Term begins July 1, 2021

Brian Volkmann Chief Financial Officer Affinity Plus Federal Credit Union Why did you join FEI? I was looking for ways to continue learning and to connect with business leaders in Minnesota. I was referred by a co-worker who had been a member for many years and raved about the content and people. I attended a meeting where the CEO of Red Wing Shoes spoke (I didn’t know enough about cow hides!), but loved the storytelling and learnings he shared with the group. What do you enjoy most about FEI? It’s simple - the people. Everyone is very welcoming, friendly and wants the best for everyone. I enjoy all of the various speakers and content that is shared on a regular basis. It is very timely and relevant to what is facing Financial Leaders and I find a lot of value in the discussions and hearing from diverse and well-respected leaders. Why volunteer with the Board? I believe volunteering is an opportunity to give back and to also learn and grow. FEI is about connecting, leading and learning and by being a member and board member I see these in action all of the time. It’s a tremendous opportunity to work with great people and learn from others’ experiences. What do you enjoy doing in your free time? I love being with my family. I am married (Jessica) and we have 2 boys under 10 years old. The boys and I love the State Fair swimming, traveling and generally trying new things.

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!

Introducing FEInstein - FEI Twin Cities website chatbot We've added a chatbox to our site to help members and visitors find information more quickly! Take a moment to CLICK HERE and ask questions to ensure we've covered all of our bases! If an answer isn't accurate please give it a thumbs down and we'll update it. Thank you in advance for your time!

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 https://www.financialexecutives.org/Become-a-Member/apps/Trial.aspx 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 rbump@feitwincities.com or membership@financialexecutives.org or 877.359.1070.

Visit our Member Benefits Page 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.

Subscribe to FEI Industry Newsletters FEI Industry Newsletters, Finance | Technology FEI Tech and FEI Finance are biweekly newsletters focused on the industries where senior-level financial executives are experiencing major disruption. FEI Tech delves into the challenges that hardware, software and social platform companies face and how finance teams adapt to a rapidly changing environment. FEI Finance discusses how financial reporting and accounting professionals at banks, insurance and asset management companies navigate the changes in their industry. Subscriptions to the respective newsletters can be accessed using this link.  Subscribe Here

Do you know of entry-level positions for finance and data analytic graduates? Please send them to Rosanne at rbump@feitwincities.com.

Consider volunteering with us! Current openings include: Corporate Membership Committee Chair Trusted Peer Group Chair Membership Retention Board Member See descriptions and more info here

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

Heino Beckmann Mary Bochnak Kenneth Carter Thomas Cavalli Sempris LLC. Joe Claeys Medtronic Plc Joseph Clements Joseph Coughlin Andrew Dahl Medtronic Plc Roberta Dircks William Gardner John Gilpin Steven Howarth Medtronic Plc Michael Kennedy Jennifer Kirk Medtronic Plc Jeffery Kubsch Warren Lochner John Marston NuWay Albert Maxson Derek Miles Mary T

Mark Miller Medtronic Plc John Owen Salo LLC J.T. Pedersen Collins Electrical Construction Co. Amy Pitzer Medtronic Plc Ann Purnell Joe Regenscheid Dungarvin Norm Roegner David Rust Salo LLC Robert Ryan Daniel Skrypek Anthony Synstegaard Medtronic Plc Michael Treece William Trubeck Mike Umland PreferredOne Mike Westland Shayne Wilwert Werner Electric Ventures, LLC

Upcoming Events - Register Today!

FEI Twin Cities Events Challenges of the CFO - 4 Sessions | 4 CPE Tuesday, April 27 8 AM | Lessons Learned From A Lifetime in Business (Including a Pandemic!) 9 AM | Demystify Emerging Tech and Create an Adoption Culture Register for one or both of the above sessions Thursday, April 29 8 AM | Cresa Real Estate Hot Topics and Actionable Advice – Plans for a Post-Covid World 9 AM | Be a Hero to your Company - Data Analytics  Register for one or both of the above session 8th Annual Capital Markets/M&A Update - 4 Sessions | 6 CPE Register for each session individually Let's Talk SPAC | Monday, May 3, 2021, Noon - 1:15 PM | Register Capital Markets and M&A Update | Wednesday, May 5th, 9 - 10:30 AM | Register Beyond the Numbers in M&A Transactions – Culture & People | Monday, May 10th, 9 - 10:15 AM | Register Recent Developments in Reps & Warranties Insurance and other Transactional Insurance Considerations | Wednesday, May 12, 11:30 - 12:45  | Register In-Transition Monthly Networking Meeting Tuesday, May 4 | 7:45 - 9:00 AM CST | Register Tuesday, June 1 | 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 Monday, June 21 | 11 am - 6 pm CST | Register More information on all upcoming events here

Upcoming FEI Conferences Financial Leadership Summit Virtual Conference May 4, 6, 11, 13, 18 and 20 FEI’s Annual Financial Leadership Summit Conference provides financial executives with the opportunity to engage in content-rich presentations delivered by nationally recognized speakers. Summit’s innovative agenda takes a strong focus on financial leadership and is designed for public and private company executives to provide leadership development and networking opportunities. Register Now

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

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

No Barriers Erik Weihenmayer, Author, Speaker, Athlete, and Founder of No Barriers May 4 | 7:30 – 9:00 am CST 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. RSVP

Masterclass: How to Optimize Your Cash Flow Plan April 28, 2021 | 1:00 - 2:00 pm CST | Timezone: America/New York Presented by CCH Tagetik Event, Register

Golfers - Register Today! Annual Golf Outing on June 21, 2021 In-person at North Oaks Country Club

Social distancing and other event precautions will be in effect.

Register Now

Featured Content

The Quest for Transparency: How CFOs Can Tackle... As deadlines loom for intricate initiatives like International Financial Reporting Standards (IFRS) 9 and 17, pressure is mounting for banks and insurers the world over. The landscape for CFOs has gotten particularly perilous - and COVID-driven... Read more www.financialexecutives.org

What's Going on with my Real Estate Operating Expenses?... The pandemic has had obvious and diverse implications on the way we reimagine the workplace, and the media has not missed an opportunity to regale the industry with dramatic predictions of the future of work. While these are more exciting and... Read more www.financialexecutives.org

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Strategic Partner Focus

Featured Gold Level Strategic Partners

At our core, we’re builders – proud to be fueling growth and expanding possibilities for individuals, families and businesses. More than 12 million customers count on us for personal and commercial banking, wealth management and investment services. As the 8th largest bank, by assets, in North America, we help our customers make money make sense. www.bmo.com

Cresa is an international corporate real estate advisory firm that exclusively represents tenants and specializes in the delivery of fully integrated real estate services, including: Strategic Services, Transaction Management, Project Management, Relocation Management, Real Estate Tax Appeals, Site Selection, Mission Critical Solutions, Lease Administration, Change Management Services and Capital Markets Services. www.cresa.com/minneapolis

We are 700+ leading risk management and employee benefits minds strong in over 30 offices across the country. We draw from a pool of unrivaled expertise, in legal, certified public accountants, financial services and claims to design a team devoted to your needs, and your needs alone. We are a single, go-to “peace of mind” super group. Say hello to your Hays! www.hayscompanies.com

Thank You FEI Twin Cities Strategic Partners!

Learn more about all of our Strategic Partners here.