Virtual Session

Allied Business Breakout

Tuesday, December 07, 2021 from 11:30 AM - 12:30 PM

TOPIC: How to effectively bonus and incent employees in present times.

A hot topic in peer meetings is how to effectively bonus and incent employees in present times. Like everything else, doing it the way you’ve always done it is likely a recipe for obsolescence. With the “great resignation” and “great retention” movements as well as inflation/wage pressures abound, we’ll pull together to discuss and share how we may need to rethink our approaches in this area.

Forward Together Leadership Conference

Inwood Oaks
484 Inwood Avenue N.
Oakdale, MN 55128

Forward Together Leadership Conference

Thursday, November 11, 2021 from 8:00 AM - 6:00 PM


Join us as we move forward together through change and reinvention at our executive leader-only conference. Learn from world renowned thought leaders, share experiences, and forge key business and personal bonds.

Great leaders create the time to continually build and enhance their capabilities and connections.

On November 11th you’ll have the opportunity to connect, think, and grow with some of the world's best.


GARY VAYNERCHUK - Considered one of the leading global minds on 'what’s next' in culture, relevance and trends; a serial entrepreneur, serves as Chairman of VaynerX and CEO of VaynerMedia.

HUBERT JOLY - Recognized as "Top 100 Best-Performing CEOs in the World" by Harvard Business Review, "Top 30 CEOs in the World" by Barron’s, and "Top 10 CEOs in US" by Glassdoor; former CEO of BestBuy.

JENNIFER MOSS - Award-winning journalist, author and international public speaker specializing in burnout and workplace wellness.

Sheraton Minneapolis West
12201 Ridgedale Drive
Minnetonka, MN 55305

Business & Economic Outlook

Thursday, September 30, 2021 from 12:00 PM - 6:00 PM

Moving forward with CONFIDENCE - featuring Brian Beaulieu, CEO of ITR Economics

2021 is winding down as we prepare for the challenges and ongoing uncertainties in 2022. There are opportunities and risks ahead and we will explore themin terms of government responses, consumer trends,market opportunities, labor issues and production costs.We will also assess business responses to the projected changes in the economic landscape. These forces will shape the trends ahead and drive our tactics and strategies.

This presentation will include:

  • Assessing business demand for the rest of 2021 and for 2022.
  • Looking at a systemof key leading indicators that are proven to signal cyclical turns in the economy and markets.
  • Presenting market outlooks and discuss issues that have an impact on your profitability via resource allocation, budgets, expectations, and strategic planning.
  • Presenting the unintended consequences of the massive stimulus programs and infrastructure spend that will impact businesses in the years ahead.
  • Assessing interest rate and other financial market trends, including the latest information on stock market performance.


  • Marsh & McLennan Agency - Natalie Watkins
  • Messerli Kramer - Brett Larson
  • Success Computer Consulting - Brent Morris
  • Wipfli LLP - Rob McKay & Colin Johnson

Virtual Session

Allied Business Breakout

Tuesday, September 07, 2021 from 11:30 AM - 12:30 PM

TOPIC: What You Need to Know About Exits and Acquisitions in Today’s Environment

Today's M&A market is active.  There is an abundance of capital in the private and public market looking to be put to work.

But is now a good time for you to sell - or - to make that strategic acquisition?  What's important to know if you are thinking of heading down this path?  What should you expect if you are already heading down this path?  Is your business sale-ready?  If not, what should you be focused on to maximize it's value?

In this breakout session, through the help of a few Community experts, we'll dive into areas in and around the areas of:

  • The current dynamics of the M&A market and why that matters to your timing.
  • Anticipated tax changes, their potential impact, and what that could mean to you as a seller.
  • Strategies for maximizing net proceeds and protect them from post-closing exposure.
  • What to expect if you enter the transaction process - time it can take, impact on your team and you.

Be sure to bring your questions and curiosities to the session!

Guest Experts:

  • Brett Larson – Minneapolis Division Chair, Messerli Kramer
  • Colin Johnson – Director, Wipfli Corporate Finance Advisors
  • Mike Vinje - Managing Director, Corporate Finance Associates & Allied Executives Peer Group Director

Majestic Star
525 South Main Street
Stillwater, MN 55082

Allied Activity: 2021 St. Croix Dinner Cruise

Thursday, August 05, 2021 from 5:45 PM - 9 PM


Virtual Session

Allied Business Breakout

Tuesday, August 03, 2021 from 11:30 AM - 12:30 PM

Topic:  Casey Brown - Pricing Strategist - IS BACK!

Virtually every industry is currently challenged with supplies – be it material, talent, or both. A waterfall effect of this situation is the impact on costs, margins, and ability to deliver products or deliverables on time and with quality. Keeping up, without raising prices to afford being able to deliver on your brand promise is a near impossibility.

You likely can’t afford not to raise prices. But how do you raise prices and get your customers to agree with it?

Join Casey Brown (founder of Boost Pricing) and the Allied Community to discuss and share stories, strategies, and tactics to help you navigate how, when, and in what manner to most effectively get paid for the excellence you deliver.

Virtual Session

2021 The Invisible Leader

Wednesday, July 28, 2021 from 10:00 AM - 11:00 AM

Featuring Zach Mercurio - Purposeful Leadership, Meaningful Work, & Positive Organizations Researcher - Author of The Invisible Leader

Why attend?

Research consistently finds that purpose may be the most powerful influencer of our behaviors, attitudes, and motivation in organizations, work, school, and life. Yet despite the increasing evidence of purpose’s power, many of the organizations, systems, and institutions which dominate human life aren’t built to elicit and leverage the fundamental human search for purpose and meaning. We’d like to personally invite you to The Way Forward Series on July 28th at 10AM CST, for a conversation with Zach Mercurio, purposeful leadership expert and author of The Invisible Leader.

In The Invisible Leader: Transform Your Life, Work, and Organization with the Power of Authentic Purpose, Mercurio shows business leaders, educators, students, athletes, and parents HOW to discover, clarify, and deliver their reason for existence―their authentic purpose. 

Building on Simon Sinek’s book Start With WhyThe Invisible Leader takes the next step and details both how purpose works and the research-backed practices to implement it in our lives, work, and organizations. 

Virtual Session

Allied Business Breakout

Tuesday, July 06, 2021 from 11:30 AM - 12:30 PM

Topic:  Protecting Your Business from the Unknown – Preventing Cyber Attacks

Let’s face it.  With every passing day the threat and consequences of a cyber security attack are growing in scope and complexity.  Come together with members of the Allied Community to discuss and share stories, strategies, and tactics to ensure you:

  • The biggest and most common threats to protect against
  • How to best protect your business from a breach
  • What to do if you do suffer a breach
  • Understand what is and what isn’t in your cyber insurance policy so you don’t get left holding the bag.


Provided by Marsh & McLennan Agency

Provided by SUCCESS Computer Consulting

Provided by Wipfli LLP

Virtual Session

Allied Business Breakout

Wednesday, June 02, 2021 from 11:30 AM - 12:30 PM

Topic:  WHO, Not How – Attracting Talent

We can all feel it.  For many, talent left the building a year ago and it isn’t coming back.  In its place is a war for talent with complexity the likes we have never seen.  What worked a year ago, will likely not work now.  Furthermore, for many organizations, a lack of capable talent is the sole barrier to growth.   Join fellow members and invited guests of the Allied Community to discuss and share strategies, tactics, trends, and philosophies related to:

  • The role technology and digital transformation is playing in the recruiting effort,
  • How to effectively assess, interview, and select in new ways to attract the right people,
  • What matters now, and what really doesn’t, to the workforce you are trying to attract,
  • Creatively and effectively onboard and connect new team members to your organization.

Virtual Session

Digital Body Language

Thursday, May 27, 2021 from 10:00 AM - 11:00 AM

Featuring Erica Dhawan, World's Leading Authority on Collaboration & Connectional Intelligence

Humans rely on body language to connect and build trust, but with most of our communication happening from behind a screen, traditional body language signals are no longer visible – or are they? We’d like to personally invite you to The Way Forward Live Webcast on May 27th for a conversation with Erica Dhawan, the world’s leading authority on 21st century Collaboration and Connectional Intelligence. In her new book, Digital Body Languageshe combines cutting edge research with engaging storytelling to decode the new signals and cues that have replaced traditional body language across genders, generations, and culture. In real life, we lean in, uncross our arms, smile, nod and make eye contact to show we listen and care,

Online, reading carefully is the new listening. Writing clearly is the new empathy. And a phone or video call is worth a thousand emails. Digital Body Language will turn your daily misunderstandings into a set of collectively understood laws that foster connection, no matter the distance.

Dhawan investigates a wide array of exchanges—from large conferences and video meetings to daily emails, texts, IMs, and conference calls—and offers insights and solutions to build trust and clarity to anyone in our ever-changing world.

Erica Dhawan is the world’s leading authority on 21st century Collaboration and Connectional Intelligence. She challenges audiences and organizations to innovate further and faster, together. Her newest book, Digital Body Language, decodes the new signals and cues of effective collaboration and teamwork in a digital-first human workplace.

Top Golf
6420 N. Camden Avenue
Brooklyn Center, MN 55430

Allied Activity: 2021 Top Golf Outing

Tuesday, May 25, 2021 from 1:00 PM - 4:00 PM


Virtual Session

Allied Business Breakout

Tuesday, May 04, 2021 from 11:30 AM - 12:30 PM

TOPIC: The Future of the Office Space

COVID-19 has disrupted plans and strategies for many with regards to the workplace.  Join members and invited guests of the Allied Community to discuss and share strategies, tactics, anticipated trends, and philosophies related to:

  • Returning employees to work
  • Outfitting workspaces to accommodate for growth
  • Lease negotiation and flexibility,
  • Among other related topic

Courtyard Edina Bloomington
4460 W 78th Street Circle
Bloomington, MN 55435

Allied Activity: Platinum Partner Mixer

Thursday, April 29, 2021 from 1:00 PM - 6:00 PM


Online Webinar

2021 Just Work: Get Sh*t Done Fast & Fair

Thursday, April 22, 2021 from 10:00 AM - 11:00 AM

Featuring Kim Scott & Trier Bryant

We - all of us - consistently exclude, underestimate, and underutilize huge numbers of people in the workforce even as we include, overestimate, and promote others, often beyond their level of competence. Not only is this immoral and unjust, it's bad for business. We'd like to personally invite you to The Way Forward Live Webcast on April 22nd for a conversation with Kim Scott, leadership expert and author of the revolutionary New York Times bestseller Radical Candor, and Trier Bryant, diversity and inclusion expert. Kim provides a solution in her new book Just Work: Get Sh*t Done, Fast & Fair. She has created a framework of how we can recognize, attack, and eliminate workplace injustice while transforming our careers and organizations in the process.

Just Work reveals a practical framework for both respecting everyone's individuality and collaborating effectively. This is the essential guide leaders and their employees need to create more just workplaces and establish new norms of collaboration and respect.


Kim Scott, Leadership Expert & New York Times Best Selling Author
Kim Scott is the author of Just Work: Get *t Done Fast and Fair as well as Radical Candor: Be a Kick-Ass Boss Without Losing Your HumanityTrier Bryant and Kim co-founded the company Just Work LLC to help organizations and individuals create more equitable workplaces. Jason Rosoff and Kim co-founded the company Radical Candor to help people cultivate caring and candid relationships at work by implementing a feedback-first culture. Kim was a CEO coach at Dropbox, Qualtrics, Twitter, and other tech companies. She was a member of the faculty at Apple University and before that led AdSense, YouTube, and DoubleClick teams at Google. Earlier in her career, Kim managed a pediatric clinic in Kosovo and started a diamond-cutting factory in Moscow. She lives with her family in Silicon Valley.

Trier Bryant, Diversity & Inclusion Expert,  Co-Founder & CEO, Just Work LLC
Trier Bryant is Co-Founder and CEO of Just Work LLC. She is a strategic executive leader with distinctive Tech, Wall Street, and military experience spanning over 15 years. She’s previously held leadership roles at Astra, Twitter, Goldman Sachs, and proudly served as a combat veteran in the United States Air Force as a Captain leading engineering teams while spearheading diversity, equity, and inclusion (DEI) initiatives for the Air Force Academy, Air Force, and DoD. Additionally, Trier advises leading companies like Equinox, Airbnb, SoundCloud, Alto, Rockefeller Foundation, and others on their talent and DEI strategies. Trier has an unwavering commitment to employees within organizations to create a more equitable, inclusive, and thriving workplaces producing prosperous companies. She has been featured as an influential DEI practitioner by several publications and outlets from USA Today to CNN and SXSW. Trier earned a B.S. in Systems Engineering with a minor in Spanish and Leadership from the United States Air Force Academy (Beat Army, Sink Navy) where she played Division I volleyball. Trier enjoys spending time with her close knit family who taught her to live by the family motto "...good enough isn't." 

PLEASE NOTE: You must register to attend. Webcast link and dial in information will be sent to registrants 30 minutes before the start of the Webcast.


Virtual Session

Allied Business Breakout

Tuesday, April 06, 2021 from 11:30 AM - 12:30 PM

TOPIC: Employee Engagement & Interaction Strategies

  • How often do you connect with employees
  • How do you give feedback
  • How do you manage performance & Engagement
  • How do you celebrate & Motivate

Virtual Session

2021 The Art of Impossible

Tuesday, March 23, 2021 from 10:00 AM - 11:00 AM

SPEAKER: Steven Kotler, Author & Speaker

What does it take to accomplish the impossible? What does it take to shatter our limitations, exceed our expectations, and turn our biggest dreams into our most recent achievements? We'd like to personally invite you to The Way Forward Live Webcast on March 23rd for a conversation with New York Times bestselling author and peak performance expert, Steven Kotler, on his new book, The Art Of Impossible.

Steven decodes the secrets of elite performers - athletes, artists, scientists, CEOs, etc. - who have achieved what was previously thought of as 'impossible'. He explains how we can stretch far beyond our capabilities, making impossible dreams much more attainable for all of us. We are all capable of so much more than we know. It doesn't really matter what the "more" that you want is - maybe you want more productivity; maybe you want a more meaningful life; maybe you want to be the first person to live on Mars - the formula is always the same. We all share the same biology, and the secret to peak performance is getting our biology to work for us rather than against us.

Over the past 30 years, Steven has studied how people pull off the impossible in every domain imaginable: sports, science, technology, business, art, music, culture, etc. Building on his research and cutting-edge neuroscience, Steven has systematized an easy-to-follow how-to format that anyone can use to significantly improve their lives and their performance.

In this interactive fireside chat, we will cover

  • We are all capable of so much more than we know. Human potential is invisible especially to ourselves. There is a formula to achieve what you may believe is impossible
  • Learn how to get to a 'state of flow' - an optimal state of consciousness where we feel our best and perform our best.
  • Explore a quartet of cognitive abilities: motivation, learning, creativity and flow; and why these skills are so crucial to peak performance.
  • Why not going big is so detrimental to us as leaders and individuals.
  • It all begins with curiosity.

PLEASE NOTE: You must register to attend. Webcast link and dial in information will be sent to registrants 30 minutes before the start of the Webcast.

Virtual Session

Allied Business Breakout

Wednesday, March 03, 2021 from 11:30 AM - 12:30 PM

TOPIC: Know When to Pivot

In this “breakout” members of the Allied Community shared and discussed learnings, experiences, and tactics related to various pivots made over the past year, why they were made, learnings and outcomes.  Specific pivot tactics were shared related to:

  • Exit strategy adjustments
  • Returning to work
  • Marketing and sales
  • Client retention
  • Employee communication

In addition, core learnings were shared around change management tactics deployed, learnings as leaders, and reflections around what some may do differently the next time faced with business interruption.

Online Webinar

2021 Relentless Solution Focus

Thursday, January 21, 2021 from 10:00 AM - 11:00 AM

As we kick off the New Year, we have partnered with PEO Leadership to present their good friend Dr. Jason Selk, CEO of Enhanced Performance and the former Director of Mental Training for the St. Louis Cardinals. He currently helps business leaders, executives, and top sales people develop mental toughness, increase confidence and focus, and substantially grow their bottom line. 

Here is what you should expect to take-away from our hour conversation and Q&A:

  • THE #1 obstacle to mental toughness is our biological tendency to focus on the PROBLEM before the SOLUTION. As humans we tend to have a problem-centric focus (PCF)
  • The opposite of a problem-centric focus is a Relentless Solution Focus, replacing all negative thoughts about a problem with a solution based focused thinking.
  • Relentless Solution Focus is confirmed and accomplished often with one simple question: "What is the one thing I can do differently right now that could make things better?"

You should expect to walk away with some of the starting blocks of increasing your mental toughness allowing you to accelerate more effectively towards your professional and personal goals and objectives.

The login information will be provided the day of the event.