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Monthly Meeting November 15, 2018
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Integration: Save time and avoid risk....focusing on the benefits of integrating systems, while providing room for critical thinking.

11/15/2018
When: Thursday, November 15, 2018
11:30 AM until 1:00 PM
Where: Jax Cafe
1928 University Avenue N.E.
Minneapolis 55418
United States
Presenter: Craig Franke CPA, QPA
Contact: Kate Cole
612.910.9286


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INTEGRATION: SAVE TIME, AVOID RISK

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


Program Level - Intermediate Delivery Method - Group Live
Prerequisite - None

Advanced Preparation - A handout will be sent to all registered participants to read before the session.

All cancellations must be received in writing prior to noon two days before any monthly seminar/meeting.  We encourage substitutions at any time, let us know in writing via email or the person can just check with us at the event.  All no shows will be invoiced if not already paid.  Cancellations received more than 48 hours prior to the seminar receive a 100% refund.  Cancellations not received 48 hours prior to the meeting date will not be honored.  Requests for refunds must be received via email.  For more information regarding refund, complaint and/or program cancellation policies, please contact our office at 612-910-9286.


LUNCH:  Italian lunch buffet, coffee, tea and dessert.

Registration Pricing:

  • Member Pricing $35.00 per person through Tuesday, November 13, 2018, after Tuesday pricing is $45 per member.
  • Non-Member Pricing $49.00 per person through Tuesday, November 13, 2018, after Tuesday pricing is $59.00 per non-member.

 


Minnesota Association for Financial Professionals is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.  State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.learningmarket.org.

 

   

contact
MNAFP
Minnesota Association for Financial Professionals
P. O. Box 358
Isanti, MN 55040-0358

To ask questions about our organization or to give feedback about Minnesota AFP online, please contact us via email.
 
 
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