Allied Executives Events for 2019

2019 Webinar: R&D Tax Credit Opportunities

Tuesday, December 03, 2019 from 10:00 AM - 11:00 AM

PRESENTED BY WIPFLI

Are You Missing Out on Tax Credits Without Realizing It?

The federal research and development (R&D) tax credit has been a valuable tax planning opportunity since it became part of the tax code in 1981.  Providing a dollar-for-dollar reduction in tax liability, the tax credit allows businesses of all sizes to reduce their taxes and increase cash flow, and many businesses can qualify for R&D tax credits for things they do every day.  Are you missing out on tax credits without realizing it?

There have been favorable changes to the IRS regulations and court cases in recent years that have expanded the definitions of R&D activities and have clarified documentation required to be maintained by companies that claim the credit.

Please join us for this webinar where you will gain a stronger understanding of the R&D tax credit and the opportunities for which your company may qualify today and gain insight to help you plan for the future.

2019 Building an Elite Culture

Wednesday, November 20, 2019 from 10:30 AM - 3:00 PM

LEADERSHIP  |  CULTURE  |  TEAM BUILDING

KEYNOTE: PJ Fleck, Head Football Coach at the University of Minnesota

A Conversation About Leadership Effectiveness & Motivating a Team

Panel discussion to follow presentation.  Panelists include:

• Barbara Hilbert, CFO - Luther Automovite Group
• Jason Muhlstein, Twin Cities Market Leader - Wipfli LLP
• Kari Rihm, President & CEO - Rihm Family Companies
• Dan Stoltz, President & CEO - SPIRE Credit Union
• Moderator - John P. Palen, Founder & CEO - Allied Executives

2019 Webinar: Cybersecurity Webinar for Business Leaders

Thursday, October 31, 2019 from 10:00 AM - 11:00 AM

PRESENTED BY WIPFLI

Today's business environment requires senior executives and business owners to think strategically about the cyber challenges facing their businesses.  

Cyber-attacks are continuing to evolve at a record pace.  Cloud computing, mobile devices, IoT and other newer technologies and regulatory requirements are changing security requirements.  Hackers continue to be a concern as their strategies become more sophisticated. 

With all this in mind, strategies that safeguarded your company a few years ago, may not safeguard your business today.  As majority data breaches continue to make the headlines and the results of those breaches compromise client data and impact companies' bottom lines, it is vital that business owners and business leaders stay on top of the latest Cybersecurity developments and get involved in Cybersecurity discussions today to ensure the success of their companies tomorrow.

Please join us for this webinar where speakers from Wipfli and Marsh & McLennan Agency will share:

• best practices for data breach response
• risk management techniques
• strategies to protect your business
• the threat landscape
• top "hacker-attack techniques"

Allied Event: 2020 Business & Economic Outlook

Wednesday, October 02, 2019 from 1:00 PM - 6:00 PM

The session will provide ITR's expert views on what to expect from the economy in 2020 and beyond covering such topics as industry trends, investment activity, trade, pricing, interest rates and more. Attendees will also learn about a method by which their company can take advantage of their own data to make better-informed decisions based on the economic environment. Using leading indicators, the audience will discover how to identify where they are in the business cycle and which inputs should guide their business strategy to help them make the right decisions at the right time.

Walk away from this session with:

• Clear, practical, and actionable business advice based on the current economic environment
• Understanding of the impact of government policy on the economy
• Pricing environment and interest rate expectations

Keynote Speaker: Alex Chausovsky - ITR Economics

Panelists:
Brett Edelson, CEO of UnitedHealthCare of MN, ND & SD
Tim Herold, President & Co-Owner of Herold Precision Metals, Inc.
Jason Muhlstein, Twin Cities Market Leader & Technology Consulting of Wipfli LLP
Terri Soutor, President & CEO of Fast Bridge Learning
Ryan Watkins, President & CEO, MPLS of Marsh & McLennan Agency

Moderated by: Kurt Theriault, President of Allied Executives

1:00 - 2:00 Registration & Exhibiting
2:00 - 4:00 Presentation & Panel Discussion
4:00 - 6:00 Complimentary Hors d' oeuvres, Networking & Happy Hour Social

Registration: 
Allied Executives Members - FREE
Non-members - $65

Allied Retreat: Allied Retreat 2019

Tuesday, October 01, 2019 from 8:00 AM October 1st until 6:00 PM October 2nd

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS ONLY

Allied Executives Members will be provided with retreat agenda and details.

2019 Webinar: Insights into Building Enduring Value into Your Business

Wednesday, September 04, 2019 from 10:00 AM - 11:00 AM

PRESENTED BY WIPFLI

Truly understanding the worth of your business...to you, your future successors and your family...your long-term wealth goes beyond numbers!

Whether your company is in its early stages or you're starting to plan your exit strategy, now is the time to understand and improve the transfer-ability characteristics of your company. Attendees will gain actionable thoughts and ideas that will enable you to align your business to your goals and unlock your transferable value in order to get the most out of your business, both today and for the future.

Allied Activity: Top Golf Outing

Tuesday, August 27, 2019 from 12:00PM - 4:00PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS ONLY

Allied Activity: St. Paul Saints Game

Monday, August 12, 2019 from Game starts at 7:05 PM (Gates open at 5:30 PM)

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS OR SPECIAL INVITE ONLY.

Allied Activity: St. Croix Dinner Cruise

Thursday, August 01, 2019 from 5:45 PM - 9:00 PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS ONLY

2019 Webinar: Five Ways to Better Grow Your Business with Technology

Wednesday, July 31, 2019 from 10:00 AM - 11:00 AM

PRESENTED BY WIPFLI

It's no secret,Technology is a key tool for growth but how can it impact your organization?

In our webinar, you will learn:

1. The benefits of modernizing your organization’s finance and operations tools and technology;
2. How the technology of today can help you more efficiently manage your customers and opportunities;
3. How and why technology can be not only a business accelerator but can help you retain top talent;
4. About technology road maps and the value of developing a plan to more efficiently manage your internal technology;
5. To monitor your performance analytics with the help of modern dash-boarding technology; 

Allied Activity: Motorcycle Ride

Friday, June 07, 2019 from 8:00 AM - 3:00 PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS ONLY

Allied Event: Pricing as a Marketing Tool

Thursday, May 23, 2019 from 1:30 PM - 6:00 PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS OR SPECIAL INVITE ONLY.

In this highly interactive presentation, Casey Brown launches participants onto a path to improve pricing, dramatically increase profits, and grow sales. She delivers impactful content in an interactive and entertaining format, using real-world stories and relevant exercises. Key topics include:

• Power of Pricing & Discounting
• Price Sensitivity & Segmention
• Value-Based Pricing

Participants will clearly understand how to improve pricing without volume loss. Audience members walk away with practical, ready-to-implement steps to take in their own companies to drive profitability through better pricing.

Allied Event: Strategies for Growing & Retaining Your Top Clients

Thursday, March 07, 2019 from 1:30 PM - 6:00 PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS OR SPECIAL INVITE ONLY.

From Transactional Selling to Strategic Account Management

Are you wondering how to keep your top clients committed to you? This event will change the way you think about clients. Use segmentation to identify your top clients and join us to learn how to build better relationships with them.

• You’ll learn the 10-step process to selecting Key Accounts for your organization.
• How to better understand sales compensation and skill sets needed to support higher levels of Key Account selling
• How to select and deselect Key Accounts for your organization
• How to synthesize your customer’s attractiveness with your company’s strengths
• Learn to appreciate the Golden Rule …
  • Segment your market first, then identify your Key Accounts 

Allied Connect: Lake Monster Brewing

Wednesday, February 06, 2019 from 4:30 PM - 7:30 PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS OR SPECIAL INVITE ONLY.

• Meet & socialize with Allied Executives Members from other peer groups to expand your network with extraordinary people.
• FREE BEER, SOFT DRINKS & PIZZA
• We celebrate you and the New Year in business with the Allied Executives Community

Allied Activity: Stock & Barrel Gun Club

Wednesday, January 23, 2019 from 1:30 PM - 4:30 PM

THIS EVENT IS FOR ALLIED EXECUTIVES MEMBERS OR SPECIAL INVITE ONLY.

Enjoy an Afternoon of Shooting at the Twin Cities Nicest Indoor Range and Club - For Beginners & Experts

• Tour the upscale shooting facility and club
• Meet the owner, concept and opportunity
• Experience shooting the following:
  • .22 Pistol or Rifle 15-20 rounds
  • 9 mm Pistol 15 rounds
  • 45 Caliber Pistol 15 rounds
  • AR-15 20 rounds
• Ear protection, eye protection, and targets provided
• Use the Virtual Range
• Snacks & non-alcoholic beverages provided
• All Allied Executives members are welcome whether a beginner or expert
• You may bring your own guns - some restrictions may apply
• You may choose to purchase additional ammunition to shoot other weapons after everyone has completed the series of shooting rounds and as lanes become available.
• Signed Liability Waiver required