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President's Message

August 3, 2018

Greetings and Happy Summer!

I hope everyone is getting outside to enjoy the beautiful summer days Minnesota has to offer. Summers go by all too quickly and our first meeting will be here before you know it. With another great year behind us, your board has been hard at work planning and strategizing for the coming year.

Please acquaint yourself with our new board of directors:

  • Shaundra Lex – Vice President
  • Susan Kubis – President
  • Becky Kellum – Past President
  • Ivy Pettersen – Secretary
  • Chris Moore – Treasurer
  • Nick Chou – Membership Liaison

Feel free to reach out to any of us with any suggestions or content you have for the upcoming year. New ideas and concepts are always welcome.

Don’t forget to mark your calendars for the 2018/2019 MNAFP meeting dates:



 September 13, 2018 The Tax Cuts and Jobs Acts, Scott Hoyles, Principal/ Joseph Mayer, Principal (Olsen Thielen) - REGISTRATION IS NOW OPEN!
 October 11, 2018  Robotics, Sarah Schaus (Allianz Life Insurance Company)
 November 15, 2018  Benefit Management, Craig Franke (Goldleaf Partners)
 December 5, 2018  FinTech, Guy Berg (Federal Reserve Bank of Minneapolis)
 January 10, 2019  Payments, Angi Farren/ Fred Laing (UMACHA)
 February 14, 2019  TBD, PNC Bank
 March 14, 2019  Panel Discussion
 April 30, 2019 37th ANNUAL CONFERENCE- Saint Paul RiverCentre
 May 2019 TBD

And if you haven’t done so already, please remember to renew your membership. Membership renewals began on July 1st and can be done on our website by logging into your primary member profile.

As your new President I’m looking forward to a fantastic year with MNAFP!

Many Thanks,

Sue Kubis

President of MNAFP
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member benefits
  • Expand your industry knowledge.
  • Earn continuing education credits for AFP’s CTP/CCM/FP&A programs which are NASBA compliant.
  • Network and collaborate with your colleagues.
  • Access career opportunities.
  • Preferred pricing for members.
  • Membership in Minnesota AFP is via company.
  • Affiliation with the national Association for Financial Professionals (AFP) which has a separate membership from MNAFP.
  • Our annual conference draws over 525 attendees.
  • Monthly meetings range between 70 - 135 attendees.






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Monthly Meeting September 13, 2018

Minnesota Association for Financial Professionals
P. O. Box 41695
Minneapolis, MN 55441-0695

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