Challenges of the CFO - Professional Development

Nov 01, 2022
8:00 am to 12:00 pm
Wells Fargo Plaza
7900 Xerxes Ave South
Floor 2 – Training Room
Bloomington, MN 55431

8AM – Noon CST | 
Breakfast: Coffee, beverages, light breakfast foods provided


8 AM | SESSION 1 | Creating a Culture of Employee Engagement
Strategic Partner: Prouty Project

Join Kristin Jonason and Samantha Harris from the Prouty Project as they discuss evidence-based tools and techniques to support you in engaging your employees to reignite commitment to their roles. Discover new leadership methods that will not only have your staff re-engaged at work, but excited to contribute. Combined, Samantha and Kristin bring experiences in leadership, positive psychology, facilitation, consulting, coaching, and improvisation. They provide a unique set of skills that will help you redefine what leadership can look like in your organization.  These employee engagement tools will have the power to positively increase your employee retention, influence employee productivity, and ultimately, improve your bottom line.

Samantha Harris and Kristin Jonason

Samantha Harris is a Consultant with The Prouty Project. Samantha comes to Prouty with 12 plus years of shifting mindsets and supporting others to develop skills that drive effective change, create adaptive advantage, and generate meaningful growth.  As the Manager of Patient Experience at the University of Minnesota School of Dentistry, she played a pivotal role in evolving operations during the COVID-19 pandemic. Supporting a team of 35 employees in a system serving 10,000 active patients, she innovated new processes that improved the patient experience and helped staff overcome obstacles in their routines. In her spare time, Samantha is an independent improvisational coach and performer who empowers others to use improv to develop as leaders. Samantha has a B.S in Speech Communications: Performance Studies from Southern Illinois University Carbondale and a Graduate Certificate of Leadership from Capella University.

Kristin Jonason provides consulting and advisory support to clients and partners of Prouty Project. Kristin specializes in the area of Positive Psychology, the scientific study of well-being and human flourishing. She aims to integrate elements, research, and interventions from Positive Psychology into all client engagements to increase individual and organizational well-being. Kristin is an adventurous person who loves trying new things and is not afraid to stretch herself in out-of-the-box situations. Prior to joining the Prouty Project in 2016, Kristin spent two years in marketing and several summers at a YMCA camp, eventually becoming Assistant Director. Kristin has her Masters in Applied Positive Psychology from the University of Pennsylvania and a B.A. in psychology from DePauw University. Kristin is one of Prouty’s Licensed Practitioners of Insights Discovery.


9AM | SESSION 2 | The Evolution of the Workplace
Strategic Partner: Ledgent

The last few years have been a roller coaster for companies, individuals, and the economy as a whole. This presentation will explore how technology, communication, and diversity have evolved and how these changes can be leveraged to support positive growth. We will also touch on how these changes can influence retention, culture, process improvements, generational gaps, inclusion, and healthcare. 

Anna Liesch and Katie Ham

Anna Liesch is Business Solutions Manager at Ledgent Finance & Accounting. As part of Ledgent’s Bloomington team for nearly four years, Anna specializes in hiring finance and accounting professionals for contract and full-time positions and connecting them with companies hiring throughout the Minneapolis-St Paul market.  Anna graduated with a Marketing degree (emphasis in Professional Selling) from the University of Wisconsin-Eau Claire where she was actively involved with a business fraternity, Pi Sigma Epsilon, where she participated in sales competitions, community service, and developing her professional skills. Outside of work, Anna enjoys exercising, playing lots of games, and cheering on the Green Bay Packers!

Katie Ham is Branch Manager at Ledgent Finance & Accounting in Bloomington, MN. As Branch Manager, Katie oversees an experienced team specializing in finance & accounting staffing to connect companies and job seekers throughout the region. Formerly with Deloitte, Katie holds a Bachelor’s Degree in Entrepreneurship with a minor in Economics from Washington State University, as well as a Business Analytics Certificate from Harvard Online and is a Lean Six Sigma Master Black Belt. In her time outside of work, Katie loves reading, indoor gardening, and spending time with her husband and two dogs.


10AM | SESSION 3 | Strategic Capital: Dynamics, Disruption and Deals
Strategic Partner: Bank of America

How is your company evaluating strategic moves amidst velocity and volatility? Join us for expert views on tapping various capital sources to fuel growth and position your company for the future. Content will include:

  • Unpacking the supercharged M&A market
  • Uncovering the path to public
  • Understanding how to stay private with private equity

Leave with a deeper understanding of the capital ecosystem and how you can harness the dynamics and disruption to meet your objectives.

Chris Larson, moderated by Rick Trembley

In 2021, Chris Larson joined the Emerging Growth Regional Coverage (EGRC) group focused on strategic advisory and capital raising transactions in the Midwest. Chris joined BofA Securities in 2019 and has significant investment banking and corporate finance experience across a variety of industries.

Chris has led the origination and execution of a number of advisory and financing transactions for clients advising on over $50 billion in value of sell‐side, buy‐side and capital raising transactions including IPOs, equity follow‐on offerings, investment grade and high‐yield offerings.

Before joining BofA Chris worked at Barclays for five years both in London and in New York covering TMT and spent one year with HSBC in London. Chris was raised in the Twin Cities and received a Bachelor of Arts at the University of Minnesota before receiving his MBA at Columbia University in New York. Between his undergraduate and graduate schooling, Chris worked in the CPG industry for several years at Nestle, Pepsi and Coca‐Cola.


11AM | SESSION 4 | Belonging in Today’s Workplace: How Business Leaders Can Amplify DEI Efforts
Strategic Partner: Baker Tilly

People are essential to the critical services businesses provide across industries and sectors. Amidst the challenges brought on by COVID-19 and the Great Resignation, organizations must be intentional and strategic about how to attract, hire, retain and develop talent across a variety of backgrounds and experiences. In this session, leaders will explore concepts of diversity, inclusion and belonging (DIB) and how they can be leveraged to not only help tackle the challenges of the unique environment we face today but also increase innovation, enhance performance, and strengthen retention efforts.

This session will draw on the latest research in organizational behavior and social science to explore strategies and tactics leaders can use to evolve DIB in their areas (individuals, teams, and organizations) of influence.

Shane Lloyd and Carol Bolles

Shane serves as the Head of Diversity, Inclusion and Belonging at Baker Tilly, a top 10 professional services firm based in the United States. Shane leads the firmwide diversity, inclusion and belonging strategy and advises executive leadership. Prior to joining Baker Tilly, Shane worked at Amazon’s Worldwide Consumer (as of July ’22 called Worldwide Amazon Stores) and Global Diversity, Equity and Inclusion teams. Before Amazon, Shane held positions at two of the nation’s leading academic institutions—Brown University and Yale University— and as a consultant at Cook Ross, one of the world's leading diversity and inclusion consulting firms. Shane earned a Master of Public Health degree from Brown University and a Bachelor’s in Behavioral Neuroscience from Northeastern University.

Carol Bolles is a partner in Baker Tilly’s Minneapolis office.  Carol specializes in providing audit services to not-for-profit organizations, healthcare organizations and insurance companies.  Carol also leads many of the Diversity, Inclusion and Belonging initiatives in the Minneapolis Baker Tilly offices. In 2013, Carol was recognized as one of the “Top Women in Finance” by Finance and Commerce.


4 CPEs Available (1 CPE per 1 Hour Session)


Tuesday, November 1, 2022 - 08:00
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