Wisdom & Wine Or Brains & Brew
Both events are an after hours get-together of professionals who seek continued learning about various business and financial related topics. Each event showcases a presentation by an outstanding business professional sharing their knowledge to educate our clients.
Please review our EVENTS PAGE for upcoming offerings.
We hope to see you there!
Previous Events Include:
Wade presented "Focus, Revenue, and Profits, in That Order" on February 9. His talk centered on making the execution of your corporate strategy part of the normal, everyday activities of your business.
Cliff Allen of Allen Business Enterprises and Jeff Redmon of Redmon Law presented their talk, "Prepare to Sell...and don't!" on
January 12. A discussion on why owners sell their businesses, why they can’t, and the valuation process, Jeff and Cliff walked us through how to look at your business as if you were selling before you decide whether or not to walk that road.
George Hauser of Security Financial Bank spoke on November 3 and provided an overview of financing options, as well as strategies businesses can employ to take advantage of the opportunities that are available.
Jill Luken, REBC, RHU is an Account Manager in the Employee Benefits Department at J.A. Counter & Associates. She is responsible for helping business owners make strategic decisions when it comes to employee benefits, finding solutions for business owners, and addressing employee benefit questions or issues that may arise with their benefit packages.
Scott Hoyles, CPA, MBT, is a Manager in the Tax Department of the St. Paul Office of Olsen Thielen and has more than 10 years of experience in tax planning, research, and compliance. Scott has worked in both public accounting as well as the private sector, joining Olsen Thielen in 2008. His core specializations consist of: small business acquisitions and sales, manufacturing, construction, C & S- Corporations, start-up companies, and franchises.
Heide Lidstrom-Olson is the Founder and CEO of All In One Accounting, Inc, based in Minneapolis. All In One Accounting provides hands-on account solutions including CFOs, Controllers, and Bookkeepers to a number of industry segments. Heide’s main focus centers on providing part-time CFO services to clients focused on managing internal account terms, preparing and analyzing financial statements, budgeting and forecasting, establishing key performance indicators with banking relationships, audit and tax preparation, and board of director meeting preparation and presentation.
Matt Dionisopoulos, our presenter, is an expert when it comes to craft brews and has spent around seven years working with craft breweries. Matt has spent the past two years working for Hohensteins selling craft beers to local bars and restaurants on the east side of the Twin Cities. Matt previously managed a liquor store and specialized in the craft beer division for five years. Currently, Matt is going through a training course specializing in craft beer which is similar to the sommelier designation for wine. Matt has also been home brewing for five years, creating his own brews, so you can easily say Matt is an expert when it comes to micro brewing.
Terri Shepherd is the founder and CEO of Xact! Resources, Inc. Xact! Resources, Inc. is a full service, licensed and bonded collection agency, started in 1985. When Terri is not in the office, she devotes a significant amount of time to member organizations. She is a National Director for the American Collectors Association and the Executive Director of the Minnesota Association of Collectors. She is also a committee member of the United States Chamber of Commerce's International Policy Committee, the Small Business Council, and International Trade Subcommittee. Additionally, Terri serves as the treasurer on the executive committee of the Burnsville Chamber board and a director on the board for the Association of Corporate Growth. In 2007, she started a new company; Xact! Due Diligence, a background investigation company that specializes in corporate and individual public record research.
Christopher J. Burns from Henson & Efron, P.A. frequently speaks to individuals and professional groups about estate planning, business succession planning, and estate administration. He has written for the bar association on estate planning and administration topics, including a recently published article, “Shifts in the Estate Tax Landscape: The 2010 Tax Relief Act”, and is among the best-rated speakers on estate planning and estate administration topics
Contact St. Croix Advisors today to learn more. We are located in Hudson, Wisconsin, and serve a number of areas in Wisconsin including Hudson, Eau Claire, New Richmond, and River Falls, as well as the St. Paul/Minneapolis area in Minnesota. Our services include wealth management, retirement planning, financial planning, estate planning, asset protection, life insurance, long-term care insurance and expenses, to mention a few areas. Our President, Brett Anderson, can assist you with any questions you may have prior to scheduling your first appointment. Brett can be reached at 651-337-1919 or .