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President's Message

November 1, 2018

 

This is my favorite time of the year!  I love the changing colors of the leaves, the smell in the air and the change in wardrobe to fall fashions.  It’s also a great time to start thinking about how and what we want in the new year and how we can become more productive and focused.  As we look to innovate and create a more defined strategy, we should keep in mind those around us who can help us achieve our common goals.  Every boss started as a worker.  “Management is doing things right; leadership is doing the right things.” – Peter F Drucker.

 

Craig Franke with Goldleaf Partners will be presenting at our November 15 meeting.

The title is: Integration: Save Time, Avoid Risk for the Treasury and Finance Professional

 

Technology integration can bring many challenges to the treasury/finance professional. In this session Craig will discuss the technical aspect of integration as it relates to secure file transmission of data, such as: Direct Send files for ACH batches and more. In this session practitioners will learn how to boost efficiency and minimize their company’s liability as it relates to retirement plans, payroll, and healthcare plans.

The speaker is Craig Franke CPA, QPA, Employer Services Manager with Goldleaf Partners.

Bio: Craig ensures that our clients receive exceptional service by managing an engaged and responsive team. He is also passionate about effectively integrating processes, procedures and technology to provide superb employee benefits and payroll administration, either as stand-alone services or a single, seamless package with other Goldleaf service offerings. Before joining the Goldleaf team in 2010, Craig worked in public accounting and then spent several years with a national recordkeeper. He brings a depth of industry knowledge and a focus on providing superior service to our clients and partners every day.

Participants can earn 1.0 CTP/CCM/FP&A credit or 1.0 CPE credit.

Additional Information:

This session will meet the following learning objectives:
• Attendees will gain an understanding of how one company uses integration in their treasury and finance areas
• Attendees will discuss lessons learned and different types of integration


You can register here.  Hope to see you soon!

 



Sue Kubis

President of MNAFP
2018/2019
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Minnesota Association for Financial Professionals
P. O. Box 358
Isanti, MN 55040-0358

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