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2011 Professional & Career Development Day

An invaluable opportunity to network with the top financial and investment management talent, including CFA Charterholders, CFA Program candidates, and CIPM certificants in the greater Twin Cities metropolitan area.

Register Now!

Featuring career experts from around the country, as well as exhibitors and ample networking opportunities, this full-day conference is sure to provide you with insights and practical ideas no matter where you are on your career path.

More than 100 financial professionals will be in attendance to network, learn career development and management skills, and enhance their understanding of the investment management and financial services industry. The conference will include a full schedule of valuable break-out sessions following two topic tracks, Professional Development and Job-Seeker, as well as an etiquette lunch, and plenty of time to network with colleagues and exhibitors.

This event is a professional development day, not a job fair.  Dress for this event in business casual attire, and come ready to learn and network!  

Register Now! 

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download our informational flyer: put it up at work, send it on to colleagues, let the community know!
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Thursday April 28, 2011
8:00am to 5:00pm

The Millennium Hotel
1313 Nicollet Mall
Minneapolis, MN  55403
                       
Register Here:  Thanks to our sponsors, we've been able to make some
last-minute pricing changes:
Currently Employed (full-day conference):  Member($95)/Non-Member($125)
Currently Seeking Employment (full-day conference):  Member($65)/Non-Member($95)
Breakfast Keynote Session (only):  Member($15)/Non-Member($25)
Lunch Keynote Session (only):  
Member($35)/Non-Member($45) 
Member Special (members only):  Click Here
Industry Collaborators:  Click Here
Social Networking Session (5:00 PM):  Free, No Registration Required
  

CFA Society of Minnesota 2011 Professional & Career Development Conference

Time

Career Search Track

Professional Development Track

8:00-8:30am

Registration Opens
Continental Breakfast & Open Networking

8:30-9:10am

Theresa Rose--Speaker, Author, Bringer of the Mojo
"Need to Find a Job or Prepare for the Next Move?  You Gotta Find Your Mojo First!"

9:15-10:15am

Theresa Rose
“Manage Your Time Without Losing Your Mind.  Time Management and Your Job Search.
"

 

Ashley Bowes Johnson - Carlson School of Management
"Internal Career Transitions"

10:15-10:30am

Transition to Breakouts

10:30-11:15am

Doug Rickart - Robert Half
“How to write the Perfect Resume and Cover Letter"

Matt Norman - Dale Carnegie Training
“Managing and Mentoring for Results"

11:15-11:30am

Transition to Breakouts

11:30-12:00pm

Teri Gustafson – Owner, Protocol School of Minnesota
“Reception and Luncheon Etiquette”

12:00-1:00pm

Cathy Paper  – Career Coach, RockPaperStar
“Networking:  On and Off the Computer Screen”

1:00-2:00pm

Speed Networking with the Experts!
and open-forum networking in the exhibitor hall
One-on-one sessions with event speakers and presenters! Sign up on site! First come, first served!

2:00-2:45pm

HR Experts - Panel Discussion
“Interview Skills: Surviving the HR Gauntlet"

Maren Amdal & Tony Carideo
“Occam's Razor: Five Rules for Effective Presentations"

2:45-3:00pm

Transition to Breakouts

3:00-4:00pm

Matt Youngquist & Lee Tyree
"Energizing Your Job Search Using LinkedIn and the Business Journal"

4:00-5:00pm

Recruiters - Panel Discussion
Featuring Experts from:
Hedberg Search; Robert Half; Schall Executive Search; and more!

5:00pm - on

Social Networking/Happy Hour

 *NOTE: This is not a Job Fair.  None of the exhibitors or speakers will be accepting resumes at this event.  Also, speakers and topics listed on this agenda are subject to change as needed.  Please continue to refer back to this page for more information!

 

Event Exhibitors
Allen Edmonds
CFA Institute
Dale Carnegie
Kaplan Schweser
Minneapolis/St. Paul Business Journal
Robert Half
RockPaperStar
Significant Solutions
Stalla by Becker Professional Education
Theresa Rose
Thrivent Asset Management
Tom James
University of Minnesota - Carlson School of Management
Wells Fargo - The Private Bank 

 

A Special Thanks to Our Sponsors and Partners

                                 Annual Premeir Partner:      Annual Gold Sponsor:        Event Partner:                                                      

Annual Silver Sponsors:

   

Annual Bronze Sponsors:

    

If you would like to become an Event Sponsor for this event, please click HERE.

Speakers 

 

 

 

 

 

 

Theresa Rose
Serious Mojo Publications, 
www.theresarose.com

Morning Keynote:  “Need to find a job?  Gotta find your Mojo first!
What is mojo? It’s that fire, that energy, that zest that gets things done! If you’ve got your mojo working, you are on top of the world: energetic, creative, and fulfilled. If you’ve lost it, you may have to look up to see the bottom: depressed, tired, overwhelmed, and unable to accomplish much of anything. Award-winning author and national speaker Theresa Rose describes the extraordinary impact mojo has on our productivity and health, and explains how we can implement effective Mojo Boosters to reinvigorate the job-search process.

Morning Breakout:  “Managing Your Time Without Losing Your Mind”
We all know about “Time Management”, that dreaded art/science where we are supposed to become productivity machines, accomplishing as many high priority tasks as fast as humanly possible. How’s that been working for you?  Are you getting everything done you wanted? Are you spending your time wisely, or does it feel like it is being wasted?  More importantly, are you spending your time joyfully? Award-winning author and national speaker Theresa Rose offers several fresh, effective approaches you can employ to do more with the hours in your day while maintaining a sense of balance and happiness.

 

Theresa Rose is a motivational speaker, award-winning author and workshop facilitator whose mission is to educate, entertain, and inspire people to become aware of their unlimited power. Her first book, Opening the Kimono: A Woman's Intimate Journey Through Life's Biggest Challenges, won the Royal Palm Literary Award and the Living Now Book Award. A member of the National Speakers Association and a graduate of Eckerd College, Theresa has been interviewed by NBC8 in Tampa, Glamour, CNN.com, Woman's Day, Good Housekeeping, and Fitness. Her articles on personal productivity have been widely published in periodicals such as Personal Excellence, Health News Digest, Smart People, The Manager's Intelligence Report and The Real Estate Professional. Theresa lives in Minneapolis with her husband and daughter.

Theresa offers the perfect blend of inspiration, insight, and real world solutions that attendees can put into practice immediately.  We’re sure you’ll find her sessions engaging and informative.

 

Teri Gustafson
Owner/Founder, Protocol School of Minnesota,
www.protocolschoolmn.com

Reception and Dining Etiquette
BACK BY POPULAR DEMAND! Teri Gustafson will provide us a brief refresher of proper reception and dining etiquette.  Her warm interactive fast-paced style will keep you engaged while you learn or re-learn helpful tips of proper meal-time etiquette.

Teri Gustafson is the founder and Director of the Protocol School of Minnesota.  After 15 years doing human resource work in two Fortune 100 companies, local government and academia, she was certified as an etiquette consultant and opened the Protocol School in 1999.  She works with executives, management candidates, employee groups, professional and social organizations and student groups; preparing people to interact confidently in all social business situations.

 

 

 

 

Cathy Paper
Owner/Founder, RockPaperStar,
www.rockpaperstar.com

Lunch Keynote:  “Networking:  On and Off the Computer Screen”
Relationships are multi-dimensional. Growing healthy relationships makes you more successful in your job search, your career, and your life. Yet, 9 out of 10 people think expanding their network means pushing themselves on other people and feels “slimy.” Learn several ways to grow your relationships and heighten your reputation without becoming a slick image of your authentic self.

Cathy Paper Bottern, M.A. works with individuals and teams to create better results through inspiration, reflection, and action. With seventeen years of experience in leadership development and marketing and nearly 10,000 coaching hours and experience guiding hundreds of organizations through change management strategy and implementation, she knows how to improve people and increase results. She has founded, launched and sold three companies PaperPlus Recycling, JumpStartResults and Live Dynamite and nearly a dozen products. Her quick wit and competitive spirit makes her a trusted advisor and repeat consultant for companies, individuals and associations such as Best Buy, Paramount Studios, Ameriprise, Harvey Mackay #1 New York Times Best Selling Author of Swim With The Sharks, National Association of Women Business Owners, The University of Minnesota Carlson School and Schwan’s. She gets #$*@ done!

 

 

Lee Tyree
Business Development Manager, MSP Business Journal,
www.mspbj.com

Energizing your Job-Search using LinkedIn and the Business Journal
Learn how to maximize new business development or job search efforts by efficiently utilizing the information in the Minneapolis/St. Paul Business Journal, find specific techniques to get just what you need from the Journal in less than 30 minutes per week, recognize opportunities within the news stories and features to make connections and optimize your networking efforts, get tips to make the most of the new 2010 Book of Lists, and learn how to become a newsmaker and profit with the paper

Lee Tyree joined the Minneapolis/St. Paul Business Journal in 2003. A master networker and LinkedIn expert, Lee has worked in new business and client development throughout his career. Lee is a graduate of Morehouse College in Atlanta and currently is involved with several organizations throughout the Twin Cities including the Black MBA Association, Minnesota State Colleges and Universities Diversity Advisory Committee, and St. Paul Area Chamber Of Commerce.

 

 

 

 

Matthew B. Youngquist
President and Founder, Career Horizons
www.career-horizons.com

How Mastering LinkedIn Will Benefit Your Career or Career Search
-- What is LinkedIn and why is it different than other social media sites?
-- Why is this technology so important for today’s professionals to master?
-- What are the keys to building an effective profile on the site?
-- How do you use LinkedIn to generate referrals?
-- What other features of the site are potentially useful?

Matthew Youngquist is a recognized expert in the field of career coaching, job hunting, and professional employment counseling. After a decade-long tenure within the Career Development and Outplacement practice of a leading Northwest organizational consulting firm, he founded Career Horizons in 2004 to assist individuals in navigating successfully through today's challenging, largely uncharted employment  waters. In his current role, he consults with clients at all levels on how to strategically manage their careers, explore their occupational options, and master the complex dynamics that are reshaping today’s world of work – including the effective use of social media technology.  To date, he has assisted over 6,500 clients through the process of finding more meaningful employment, in addition to the audience he reaches through his blog and the "Conscious Careering" column he authors for the Puget Sound Business Journal.

 

 

 

Matt Norman
President, Dale Carnegie Training,
www.minnesota.dalecarnegie.com

Managing and Mentoring for Results
In order to get the best work done through others, it’s critical that we can coach and hold people accountable while also strengthening the relationship.  This workshop will provide tangible concepts and tools that can be used with our team, mentoring relationships or people senior to us in our organization.  Specifically, we will work on our ability to:
-- Build trust and understanding of others’ motivators
-- Apply a proven framework for coaching to close performance gaps
-- Ensure coaching is sustainable and accountable to desired results

Matt Norman is President of Dale Carnegie Training in the North Central States.  During his time at Dale Carnegie, Matt has worked on many projects for companies in healthcare, law, manufacturing, IT and professional services.  Matt has trained sales leaders all over the world on coaching and developing their salespeople, coached physicians and clinical staff on leadership and teaming skills, helped commercial bankers to sell and differentiate their services and has trained attorneys and engineers with marketing and business development skills.

 

 

 

 

 

Maren Amdal
Executive Director, CFA Society of Minnesota 
www.cfamn.org

Occam’s Razor:  Five Rules for Effective Presentations
Maren will focus on Presentation Skills

-           Handouts v. Notes v. Presentation slides

-           Create a winning deck

-           Presentation intangibles:

o    Voice, tone, poise

o    Integrating humor

o    Engage your audience 

Maren Amdal is the Executive Director of the CFA Society of Minnesota.  Under her guidance, the visions and initiatives she and the Board of Directors have implemented have earned the Society the Excellence Award for Strategic Planning from the global CFA Institute for two consecutive years.  Maren’s background is diverse and perhaps unexpected: As a professional singer and established voice coach through her private studio, Maren has worked with both casual singers and business professionals seeking to improve vocal and public speaking skills.  Her marketing and small business know-how, combined with thousands of public speaking and performing experiences, have given Maren framework and perspective to help make accessible what can often feel overwhelming: presenting, successfully.

A dedicated musician, Maren has been the Artistic Director for Calliope Women’s Chorus since 2005.  In 2008, she won the University of Minnesota’s Hubert H. Humphrey Institute Center for Public Affairs Feminist Leadership Fellowship to develop new ideas and approaches for feminist nonprofits, strengthen her leadership capacities, and build a strong network of cohorts for dialogue and support. Maren was most recently honored as one of the Minneapolis St. Paul Business Journal’s 2011 40 Under Forty. She is a member of the Midwest Society of Association Executives and the Business Women’s Network.

 

 

 

Tony Carideo
President, The Carideo Group, Inc. 
www.carideogroup.com

Occam’s Razor:  Five Rules for Effective Presentations
How to distinguish yourself as a firm:

o    Newsletters

o    Press releases

o    OpEd pieces 

Tony Carideo is president of The Carideo Group Inc., a corporate communications counseling firm in Minneapolis, MN.  Prior to establishing his own firm, he was a Senior Vice President in the Investor Relations practice at Padilla Speer Beardsley Inc., the Director of Investor Relations and Treasury Operations at Net Perceptions and held a similar role at Information Advantage. From 1995 until 1999, he was an analyst and Director of Research at John G. Kinnard & Co., of Minneapolis, and spent a year at Boatmen's Trust Company in St. Louis as a Senior Vice President in Institutional Sales and Marketing. Tony spent most of his early career as a journalist with 14 years at the Minneapolis Star Tribune as a business columnist and reporter, and six years with the Milwaukee Journal.  During his 21-year journalism career, Tony has won more than 10 national and regional awards and was twice nominated for the Pulitzer Prize.

 

 

Ashley Bowes Johnson
Associate Director & Career Coach, Carlson School of Management, U of M

Internal Career Transitions
Learn 10 practical strategies for positioning yourself for a promotion or career change within your current workplace.

Ashley Bowes Johnson is the Associate Director and Career Coach of the Graduate Business Career Center at the University of Minnesota’s Carlson School of Management. While Ashley meets with graduate students in all of Carlson’s academic programs, she is specifically responsible for managing programs and services to meet the needs of part-time MBA students.  Prior to joining the Carlson School, Ashley was the Interim Assistant Director and Career Coordinator at the University of St. Thomas School of Law. She has also held various positions at non-profits in the Twin Cities and Central Appalachia.  

 

Douglas Rickart
Division Director, Robert Half Financial Services Group

Recruiter Panelist & Speaker: How to Write the Perfect Cover Letter and Resume
Want to learn how to craft the perfect cover letter and resume that will land you an interview? Then this session is for you. This session covers the attributes of  strong resumes and cover letters, and common mistakes to avoid.

Doug Rickart has over 12 years experience in the recruitment industry at Robert Half. Throughout is career he has focused on staffing in the financial services space. Doug has contributed to article’s regarding the hiring practices in the industry, with the Christian Science Monitor, Fins.com and eFinancial Careers. Financial Services Group specializes in the permanent placement of individuals in middle and front office positions at Commercial Banks, Investment Banks, Hedge Funds, Private Equity, Mezzanine Finance Firms and Asset Management Firms. Prior to joining Robert Half Doug spent almost 20 years working for US Bank, Piper Jaffray, and RBC.

 

 

Amy Stein
Principal Talent Acquisition Consultant, Jostens

HR Expert - Panel Discussion

Amy Stein is a seasoned corporate recruiter with 15 years of experience in talent acquisition and professional development roles with leading organizations such as McKinsey & Company, Target Corporation, Pentair, and Jostens. She works with senior business leaders to understand their current challenges and to help them build strategies for attracting and retaining the best talent. Amy brings a wealth of recruiting experience across all corporate functional areas, including finance, investor relations, M&A, and accounting & audit. With a mission of identifying, assessing, and hiring great people, Amy understands how to evaluate a candidate's core competencies and interpersonal skills against the company's cultural landscape.

 

Gaye Lindfors
Owner, Significant Solutions, Inc.

HR Expert - Panel Discussion

Gaye Lindfors has a successful track record of creating high-performance organizations. Prior to starting her own company, Significant Solutions, Inc., Gaye led an HR department that supported 12,000 airline employees, served as the Chief of Staff to college president, and worked alongside employees and leaders in non-profit organizations. In all cases, her teams were committed to making a difference, not just earning a paycheck. Gaye is the author of Find a Job: The Little Book for Big Success. She knows how to build the right team to get the right results.

 

 

Melissa Oszustowicz
Associate Partner, Schall Executive Search

Recruiter Panelist 

Melissa Oszustowicz joined Schall Executive Search in 2006. Previously, she served as Chief Executive Officer of Kilauea Consulting, Inc., a risk management company serving clients in the US Mainland and Pacific Rim, and legal counsel to Hawaii Gold Cacao Tree, Inc., an agricultural and confectionary company. She also practiced antitrust law at Arnold & Porter in Washington, DC. At Schall Executive Search, Melissa has completed a variety of searches with a special focus and interest in the areas of finance, information technology, and healthcare. Melissa earned a Bachelor of Arts degree in both government and environmental studies from Bowdoin College, a Juris Doctorate from Syracuse University College of Law, and a Masters from the S.I. Newhouse School of Communication at Syracuse University. She is the former President of Alumni Board for the Blake School and currently chairs the Connection Committee.

 

 

Ellen Freeman, HR Manager-Strategic Partner, US Bank

HR Expert

Ellen Freeman has 20 years of HR experience in small companies, as a management consultant, and in larger companies such as Ceridian and now US Bank. Currently, she supports the CFO organization at US Bank as their HR Manager-Strategic Partner since 2000. Previous to finding her niche, she accumulated 18 years of various accounting experience. Ellen earned her BS in Human Resources Management from Winona State University and went on to finish an MBA at the University of St. Thomas.

 

Scott Hedberg
Owner/Founder, hedberg search,
www.hedbergsearch.com 

Recruiter Panelist

Scott Hedberg is the Managing Principal of hedberg search, conducting a national search practice out of Minneapolis, Minnesota. Performing searches in the areas of midlevel to senior-level positions. Scott has a decade’s worth of experience in the area of search, which is the why many well-respected businesses use and recommend his services.  Before becoming a successful executive talent scout, Scott excelled as a financial advisor while working at Smith Barney and Robert W. Baird. After an impressive 10-year run, Scott decided it was time to pursue his long-term goal of owning and running his own business.

 

 

Speakers 

 

 

 

 

 

 

Theresa Rose

Serious Mojo Publications, www.theresarose.com

Morning Keynote:  “Managing Your Time Without Losing Your Mind”

We all know about “Time Management”, that dreaded art/science where we are supposed to become productivity machines, accomplishing as many high priority tasks as fast as humanly possible. How’s that been working for you?  Are you getting everything done you wanted? Are you spending your time wisely, or does it feel like it is being wasted?  More importantly, are you spending your time joyfully? Award-winning author and national speaker Theresa Rose offers several fresh, effective approaches you can employ to do more with the hours in your day while maintaining a sense of balance and happiness.

Breakout:  “Need to find a job?  Gotta find your Mojo first!
What is mojo? It’s that fire, that energy, that zest that gets things done! If you’ve got your mojo working, you are on top of the world: energetic, creative, and fulfilled. If you’ve lost it, you may have to look up to see the bottom: depressed, tired, overwhelmed, and unable to accomplish much of anything. Award-winning author and national speaker Theresa Rose describes the extraordinary impact mojo has on our productivity and health, and explains how we can implement effective Mojo Boosters to reinvigorate the job-search process.

Theresa Rose is a motivational speaker, award-winning author and workshop facilitator whose mission is to educate, entertain, and inspire people to become aware of their unlimited power. Her first book, Opening the Kimono: A Woman's Intimate Journey Through Life's Biggest Challenges, won the Royal Palm Literary Award and the Living Now Book Award. A member of the National Speakers Association and a graduate of Eckerd College, Theresa has been interviewed by NBC8 in Tampa, Glamour, CNN.com, Woman's Day, Good Housekeeping, and Fitness. Her articles on personal productivity have been widely published in periodicals such as Personal Excellence, Health News Digest, Smart People, The Manager's Intelligence Report and The Real Estate Professional. Theresa lives in Minneapolis with her husband and daughter.

Theresa offers the perfect blend of inspiration, insight, and real world solutions that attendees can put into practice immediately.  We’re sure you’ll find her sessions engaging and informative.

 

Teri Gustafson

Owner/Founder, Protocol School of Minnesota, www.protocolschoolmn.com

Reception and Dining Etiquette

BACK BY POPULAR DEMAND! Teri Gustafson will provide us a brief refresher of proper reception and dining etiquette.  Her warm interactive fast-paced style will keep you engaged while you learn or re-learn helpful tips of proper meal-time etiquette.

Teri Gustafson is the founder and Director of the Protocol School of Minnesota.  After 15 years doing human resource work in two Fortune 100 companies, local government and academia, she was certified as an etiquette consultant and opened the Protocol School in 1999.  She works with executives, management candidates, employee groups, professional and social organizations and student groups; preparing people to interact confidently in all social business situations.

 

 

 

 

 

 

 

Cathy Paper

Owner/Founder, RockPaperStar, www.rockpaperstar.com

Lunch Keynote:  “Networking:  On and Off the Computer Screen”

Networking is not a one-dimensional activity. Relationships are multi-dimensional.  Growing healthy relationships makes you more successful in your job search, your career and your life.  Yet, 9 out of 10 people think expanding their network means pushing themselves on other people and feels “slimy.”  Learn several ways to grow your relationships and heighten your reputation without becoming a slick image of your authentic self.

Specific objectives include:
-- Defining your networking style.
-- Identifying 5 ways you like to connect with and reach out to people.
-- Finding a wingman or woman to spread your message.
-- Making a traction plan for the next 30-90 days.

-- Doing research and using online tools like linked in, facebook and twitter.

Cathy Paper Bottern, M.A., works with individuals and teams to create better results through inspiration, reflection and action.  With seventeen years of experience in leadership development and marketing and nearly 10,000 coaching hours and experience guiding hundreds of organizations through change management strategy and implementation, she knows how to improve people and increase results. She has founded, launched and sold three companies PaperPlus Recycling, JumpStartResults and Live Dynamite and nearly a dozen products.

Her quick wit and competitive spirit makes her a trusted advisor and repeat consultant for companies, individuals and associations such as Best Buy, Paramount Studios, Ameriprise, Harvey Mackay #1 New York Times Best Selling Author of Swim With The Sharks, National Association of Women Business Owners, The University of Minnesota Carlson School and Schwan’s. She holds her Master’s Degree from St. Thomas in Organization Development and a BA from Williams College. She gets #$*@ done!

 

 

 

Lee Tyree

Business Development Manager, MSP Business Journal, www.mspbj.com

Energizing your Job-Search using LinkedIn and the Business Journal
Learn how to find prospective employers and energize your job search using LinkedIn and the Business Journal.  In the Minneapolis/St. Paul Business Journal’s SmartReader Seminar, you will:Learn how to maximize new business development or job search efforts by efficiently utilizing the information in the Minneapolis/St. Paul Business Journal.  Find specific techniques to get just what you need from the Journal in less than 30 minutes per week.  Recognize opportunities within the news stories and features to make connections and optimize your networking efforts  Get tips to make the most of the new 2010 Book of Lists   Learn how to become a newsmaker and profit with the paper

Lee Tyree joined the Minneapolis/St. Paul Business Journal in 2003 where he has served in sales and client development.  Lee works directly with readers of the Business Journal to teach them how to mine the resources found in the paper and on the website. In addition to educating readers on business development techniques, Lee also works with professionals in career transition to help them maximize their search. A master networker and LinkedIn expert, Lee has worked in new business and client development throughout his career. Lee is a graduate of Morehouse College in Atlanta and currently is involved with several organizations throughout the Twin Cities including the Black MBA Association, Minnesota State Colleges and Universities Diversity Advisory Committee, and St. Paul Area Chamber Of Commerce.

 

 

 

 

Matthew B. Youngquist

President and Founder, Career Horizons www.career-horizons.com

How Mastering LinkedIn Will Benefit Your Career or Career Search
-- What is LinkedIn and why is it different than other social media sites?
-- Why is this technology so important for today’s professionals to master?
-- What are the keys to building an effective profile on the site?
-- How do you use LinkedIn to generate referrals?
-- What other features of the site are potentially useful?

Matthew Youngquist is a recognized expert in the field of career coaching, job hunting, and professional employment counseling. After a decade-long tenure within the Career Development and Outplacement practice of a leading Northwest organizational consulting firm, he founded Career Horizons in 2004 to assist individuals in navigating successfully through today's challenging, largely uncharted employment waters. In his current role, he consults with clients at all levels on how to strategically manage their careers, explore their occupational options,  and master the complex dynamics that are reshaping today’s world of work – including the effective use of social media technology.  To date, he has assisted over 6,500 clients through the process of finding more meaningful employment, in addition to the audience he reaches through his blog and the "Conscious Careering" column he authors for the Puget Sound Business Journal.

 

 

 

Matt Norman

President, Dale Carnegie Training, www.minnesota.dalecarnegie.com

Managing and Mentoring for Results

In order to get the best work done through others, it’s critical that we can coach and hold people accountable while also strengthening the relationship.  This workshop will provide tangible concepts and tools that can be used with our team, mentoring relationships or people senior to us in our organization.  Specifically, we will work on our ability to:
-- Build trust and understanding of others’ motivators
-- Apply a proven framework for coaching to close performance gaps
-- Ensure coaching is sustainable and accountable to desired results

Matt Norman is President of Dale Carnegie Training in the North Central States.  During his time at Dale Carnegie, Matt has worked on many projects for companies in healthcare, law, manufacturing, IT and professional services.  Matt has trained sales leaders all over the world on coaching and developing their salespeople, coached physicians and clinical staff on leadership and teaming skills, helped commercial bankers to sell and differentiate their services and has trained attorneys and engineers with marketing and business development skills.

 

 

 

 

 

Maren Amdal

Executive Director, CFA Society of Minnesota  www.cfamn.org

Occam’s Razor:  Five Rules for Effective Presentations
Maren will focus on Presentation Skills

-           Handouts v. Notes v. Presentation slides

-           Create a winning deck

-           Presentation intangibles:

o    Voice, tone, poise

o    Integrating humor

o    Engage your audience 

Maren Amdal is the Executive Director of the CFA Society of Minnesota.  Under her guidance, the visions and initiatives she and the Board of Directors have implemented have earned the Society the Excellence Award for Strategic Planning from the global CFA Institute for two consecutive years.  Maren’s background is diverse and perhaps unexpected: As a professional singer and established voice coach through her private studio, Maren has worked with both casual singers and business professionals seeking to improve vocal and public speaking skills.  Her marketing and small business know-how, combined with thousands of public speaking and performing experiences, have given Maren framework and perspective to help make accessible what can often feel overwhelming: presenting, successfully.

A dedicated musician, Maren has been the Artistic Director for Calliope Women’s Chorus since 2005.  In 2008, she won the University of Minnesota’s Hubert H. Humphrey Institute Center for Public Affairs Feminist Leadership Fellowship to develop new ideas and approaches for feminist nonprofits, strengthen her leadership capacities, and build a strong network of cohorts for dialogue and support.  Maren was most recently honored as one of the Minneapolis St. Paul Business Journal’s 2011 40 Under Forty. She is a member of the Midwest Society of Association Executives and the Business Women’s Network.

 

 

 

Tony Carideo

President, The Carideo Group, Inc.  www.carideogroup.com

Occam’s Razor:  Five Rules for Effective Presentations

How to distinguish yourself as a firm:

o    Newsletters

o    Press releases

o    OpEd pieces 

Tony Carideo is president of The Carideo Group Inc., a corporate communications counseling firm in Minneapolis, MN.  Prior to establishing his own firm, he was a Senior Vice President in the Investor Relations practice at Padilla Speer Beardsley Inc., the Director of Investor Relations and Treasury Operations at Net Perceptions and held a similar role at Information Advantage. From 1995 until 1999, he was an analyst and Director of Research at John G. Kinnard & Co., of Minneapolis, and spent a year at Boatmen's Trust Company in St. Louis as a Senior Vice President in Institutional Sales and Marketing. Tony spent most of his early career as a journalist with 14 years at the Minneapolis Star Tribune as a business columnist and reporter, and six years with the Milwaukee Journal.  During his 21-year journalism career, Tony has won more than 10 national and regional awards and was twice nominated for the Pulitzer Prize.

 

 

Ashley Bowes Johnson

Associate Director & Career Coach, Carlson School of Management, U of M

Internal Career Transitions
Learn 10 practical strategies for positioning yourself for a promotion or career change within your current workplace.

Ashley Bowes Johnson is the Associate Director and Career Coach of the Graduate Business Career Center at the University of Minnesota’s Carlson School of Management. While Ashley meets with graduate students in all of Carlson’s academic programs, she is specifically responsible for managing programs and services to meet the needs of part-time MBA students.  Prior to joining the Carlson School, Ashley was the Interim Assistant Director and Career Coordinator at the University of St. Thomas School of Law. She has also held various positions at non-profits in the Twin Cities and Central Appalachia.  

 

Douglas Rickart

Division Director, Robert Half Financial Services Group

How to Write the Perfect Cover Letter and Resume

Want to learn how to craft the perfect cover letter and resume that will land you and interview? Than this session is for you. This session covers the attributes of  strong resumes and cover letters, and common mistakes to avoid.

Doug Rickart has over 12 years experience in the recruitment industry at Robert Half. Throughout is career he has focused on staffing in the financial services space. Doug has contributed to article’s regarding the hiring practices in the industry, with the Christian Science Monitor, Fins.com and eFinancial Careers. Financial Services Group specializes in the permanent placement of individuals in middle and front office positions at Commercial Banks, Investment Banks, Hedge Funds, Private Equity, Mezzanine Finance Firms and Asset Management Firms. Prior to joining Robert Half Doug spent almost 20 years working for US Bank, Piper Jaffray, and RBC.

 

 

Amy Stein

Principal Talent Acquisition Consultant, Jostens

HR Expert - Panel Discussion

Amy Stein is a seasoned corporate recruiter with 15 years of experience in talent acquisition and professional development roles with leading organizations such as McKinsey & Company, Target Corporation, Pentair, and Jostens. She works with senior business leaders to understand their current challenges and to help them build strategies for attracting and retaining the best talent. Amy brings a wealth of recruiting experience across all corporate functional areas, including finance, investor relations, M&A, and accounting & audit. With a mission of identifying, assessing, and hiring great people, Amy understands how to evaluate a candidate's core competencies and interpersonal skills against the company's cultural landscape.

Amy holds a Master's Degree in Education from Boston College and an undergraduate degree in English from Saint Vincent College in Western PA. Though she lives in Columbia Heights with her husband and 3 children, she remains an avid Pittsburgh Steelers fan.

 

Gaye Lindfors

Owner, Significant Solutions, Inc.

HR Expert - Panel Discussion

Gaye Lindfors has a successful track record of creating high-performance organizations. Prior to starting her own company, Significant Solutions, Inc., Gaye led an HR department that supported 12,000 airline employees, served as the Chief of Staff to college president, and worked alongside employees and leaders in non-profit organizations. In all cases, her teams were committed to making a difference, not just earning a paycheck. Gaye is the author of Find a Job: The Little Book for Big Success. She knows how to build the right team to get the right results.

 

 

Melissa Oszustowicz

Associate Partner, Schall Executive Search

HR Expert - Panel Discussion

Melissa Oszustowicz joined Schall Executive Search in 2006. Previously, she served as Chief Executive Officer of Kilauea Consulting, Inc., a risk management company serving clients in the US Mainland and Pacific Rim, and legal counsel to Hawaii Gold Cacao Tree, Inc., an agricultural and confectionary company. She also practiced antitrust law at Arnold & Porter in Washington, DC. At Schall Executive Search, Melissa has completed a variety of searches with a special focus and interest in the areas of finance, information technology, and healthcare. Melissa earned a Bachelor of Arts degree in both government and environmental studies from Bowdoin College, a Juris Doctorate from Syracuse University College of Law, and a Masters from the S.I. Newhouse School of Communication at Syracuse University. She is the former President of Alumni Board for the Blake School and currently chairs the Connection Committee.

 

 

Scott Hedberg

Owner/Founder, hedberg search, www.hedbergsearch.com 

Recruiter Panelist

Scott Hedberg is the Managing Principal of hedberg search, conducting a national search practice out of Minneapolis, Minnesota. Performing searches in the areas of midlevel to senior-level positions. Scott has a decade’s worth of experience in the area of search, which is the why many well-respected businesses use and recommend his services.  Before becoming a successful executive talent scout, Scott excelled as a financial advisor while working at Smith Barney and Robert W. Baird. After an impressive 10-year run, Scott decided it was time to pursue his long-term goal of owning and running his own business.

In 1996, Scott formed hedberg search, a boutique search firm conducting searches on a national level. Over the past ten plus years, Scott has established himself in the executive recruiting industry and has become a highly regarded name. Scott holds a Business Degree from Winona State University and was on the Winona State University Business Advisory Board from 2001-2004. Scott also served as President on the Minnesota Association of Personnel Service (MAPS) Board in 2005.

 


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