Post OBBBA planning involves a careful analysis of which taxes need to navigate the estate planning ship. Though estate and gift tax still remains a factor, proper income tax planning continues to be increasingly important. This session will offer a look into some unique, out of the box strategies that can be utilized to maximize planning under both the income tax and wealth transfer tax regimes.
Advisory isn’t about just reporting numbers—it’s about sparking decisions that drive growth. In this dynamic session, you’ll discover how to lead client meetings that inspire action by translating complex financial data into simple, powerful insights. You’ll learn how to harness AI tools to present numbers in ways that truly resonate, build trust, and position you as the indispensable advisor your clients can’t live without. Walk away with a proven framework to conduct exceptional meetings that excite business owners, unlock new opportunities, and set the stage for long-term advisory relationships.
1 CPE Credit Free to members!
Non-members: $49.00
Instructor: Adam Lean Bio:
Adam Lean is a former accountant turned 2-time entrepreneur who built, scaled, and sold two businesses. While helping other business owners, he realized his passion was teaching and providing tools to business owners to help them make more money and have a peace-of-mind. He currently runs The CFO Project - a training company that turns accountants and bookkeepers into high-earning CFOs for small businesses.
Your Path. Your People. Your Potential. Join us for an energizing event designed to help you learn, grow, and engage with fellow young professionals! Enjoy lunch during the sessions, followed by snacks and beverages as you connect with peers. Lunch will be provided. (Earn 4 CPE credits)
10:00 AM - 10:50 AM: Observe & Adapt: The Ultimate Edge in Life and Leadership (Part 1) | Kevin and Kathy Miiller
(In-Person Bismarck, Satellite Fargo)
The high achiever’s great irritation: spotting massive potential and clear solutions, but realizing that others don’t care to hear your recommendations. We tell them about it, and nothing happens. Even worse, they may get frustrated or angry as we continue to try to convince them.
The good news is that there are things you do when you approach people to help them understand what you are trying to communicate. A common mistake nearly all humans tend to make is to communicate and interact with people in the fashion that works for us. To be honest, we’re too wrapped up in our own way of thinking and doing things. To become more effective, we must adapt to what engages and influences THEM. Effectiveness skyrockets when we strive to first understand, then adapt to others. This is why the people first method of observing and adapting is the ultimate game-changing tactic.
11:05 AM - 11:55 AM: Observe & Adapt: The Ultimate Edge in Life and Leadership (Part 2) | Kevin and Kathy Miiller (In-Person Bismarck, Satellite Fargo)
12:45 PM - 1:35 PM: The Power of Being Human in an AI - Driven World | Heather Ostrowski (In-Person Fargo, Satellite Bismarck)
In this interactive, inâperson session, you’ll discover the unique value you bring in a world increasingly shaped by AI. You’ll explore practical ways to lean into your strengths to support both personal and professional growth. Together, we’ll create a simple, sustainable plan you can confidently stick to as you elevate the areas where you most want to grow.
When it comes to engagement in the workplace, these two are critical. This session will help your team create their purpose statement, audit their network for success, and drive greater connectedness overall.
2:40 PM - 3:30 PM: Connecting with Peers!
Meet the Speakers Kevin Miiller, PE, MBA, author of Finding Ways to Win & Doing More with Less and John C Maxwell certified speaker, trainer and coach. With 30 years of management experience, Kevin’s expertise ranges from construction foreman, engineering management, regional sales manager, and GM. Taking his success in athletics to the business world, he has brought about growth factors of 60%, 200%, 300%, and 500%, in different industries and each in less than 5 years. Kevin’s heart is to join forces with leaders and managers to help them solve problems, reduce stress and enjoy higher levels of success. Kevin believes that an organization’s workplace culture is the biggest competitive advantage, and that culture starts with trustworthy, strategic leaders who have a people first mindset.
Kathy Miiller, Med, has over 25 years of experience in education (starting as a high school math teacher), most notably evaluating, developing, and delivering corporate training. With a master's degree in instructional technology, Kathy works as an education and training specialist, primarily consulting for the aviation industry to advance their pilot training services. As part of her volunteer work, Kathy has been working with students and families to identify and facilitate career and education pathways since 2018, eventually becoming a certified Global Career Development Facilitator (GCDF). A fun fact about Kathy is that she is a Division I All-American sprinter originally from Nebraska. She competed on the world junior team in Seoul, South Korea, and ran in the Olympic Trials.
Heather Ostrowski is a Senior Organizational Development Officer for Gate City Bank with over 25 years of experience in management, sales, speaking, writing and team/personal/professional development. She is a joyful connector of people, both to other people and to resources they may need, with a special focus on mental health resources. She serves as a public speaker to diverse audiences on a variety of topics and her passions include supporting her family, community, and team members.
She lives in Hawley, MN with her husband Jeremy, their son Adam and two labradoodles. Their other son Ethan is a student at the University of Minnesota. They love golf, being outside in the warm seasons and sweet treats!
Registration Fees (Add $20 after May 5): Member: $99.00
Nonmember: $125.00
Student: $20.00
Do you think only bad CPAs and firms act unethically or do illegal things? This class draws upon case studies to understand the basis of
unethical and illegal behavior and what we can learn from them to prevent us from falling into their traps.
CPE: 2 Behavioral Ethics Free to members!
Non-members: $79.00
