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Event Details

Finance Executives Forum - Economic Pulse & Look Forward

Name: Finance Executives Forum - Economic Pulse & Look Forward
Date: May 9, 2017
Time: 7:00 am - 9:00 am
Hilton Minneapolis
1001 Marquette Avenue
Minneapolis, MN 55403
Event Description:

Finance Executives Forum - Economic Pulse & Look Forward: A post-election view of the national economy after President Trump’s first 100 days in office.

Join us for the second in a series of quarterly breakfasts - created to provide finance executives of small to mid-sized companies with the opportunity to network with peers while addressing an issue important to building on your successes.   These forums offer a peer-to-peer setting that is perfect for CEOs, CFOs, presidents and controllers.

President Donald Trump has been active in the Oval Office during his first 100 days in office and because of this, finance executives are facing a dynamic and evolving economic landscape.  National policies impacting tax policy, trade, interest rates and more make navigating the business cycle challenging at best.  Join peers for an interactive discussion on current policies (federal and state) and their potential implications for capital markets, sales (domestic and international) and Minnesota’s major economic drivers.  Our panel of experts will provide a macro view of the economy looking at national trends followed by a state perspective of the economy and how Minnesota companies are responding to federal changes made by the Administration.

Each session includes a hot breakfast, a featured speaker or panel as well as roundtable discussions with your peers. Mark the remaining dates on your calendar and plan to attend in May, August and November.

About our Speakers on May 9th:

Laura Kalambokidis, professor, Department of Applied Economics, University of Minnesota and Minnesota State Economist

Laura Kalambokidis is Minnesota’s State Economist and has held this position since 2013. In that position, she heads Economic Analysis at MMP, which is responsible for producing and presenting the state’s revenue and economic forecasts. Laura is also a professor in the Department of Applied Economics and an extension economist at the University of Minnesota, where she teaches public sector economics and does research on a range of federal and state tax policy issues.   Laura was a member of the Minnesota State Budget Trends Study Commission in 2007-08 and the Minnesota Tax Expenditure Review Study Group in 2010-11. Prior to assuming her position at the university, she was a financial economist in the Office of Tax Analysis in the U.S. Department of Treasury in Washington, D.C, where she provided economic analysis of tax policy issues and developed models to estimate the revenue effects of proposed tax changes. She holds a PhD in Economics from the University of Michigan and an undergraduate degree in Economics from the University of Minnesota.

Jonathan Kozy, senior research analyst, US Trust

Jonathan Kozy is a senior vice president and senior research analyst in the macro strategy research division at U.S. Trust, Bank of America Private Wealth Management.  In this role, he is responsible for the analysis of global economic trends, market research and financial developments in support of economic forecasts, strategy and tactical asset allocation decisions for investment professionals and high-net-worth clients for U.S. Trust.  He frequently meets with external clients and internal groups to present economic market developments and forecasts and is a regular contributor U.S. Trust’s Investment Strategy Overview (ISO), Capital Markets OutlookFocus, and Market Insights pieces. He is an active member of the U.S. Trust® Investment Strategy Committee in addition to various professional associations, including the National Association for Business Economics.  He received his B.A. in economics from Colgate University and his M.B.A. with a specialization in economics from the Leonard N. Stern School of Business at New York University.

Kurt Sunderman, managing director, Consumer & Retail Investment Banking, Bank of America Merrill Lynch

Kurt Sunderman has over 11 years of experience at Bank of America Merrill Lynch.  He provides strategic and capital markets advice to global branded consumer companies of all sizes—from smaller private middle market clients all the way to the largest public companies in the world like Procter & Gamble and Colgate Palmolive.  Prior to joining the bank, Kurt held prior roles at Liberty Mutual and Arthur Andersen.  He earned an M.B.A. with Distinction from the Kellogg School of Management at Northwestern University and a B.B.A & B.A., Accounting and German from Southern Methodist University.  He is a Certified Public Accountant and holds a CFA Charter.

Founding Sponsor– Bank of America Merrill Lynch
BOA logo

Upcoming Dates 

May 9 – Economic Pulse & Look Forward: A post-election view of the national economy after President Trump’s first 90 days in office.

August 8 – Strategies for mitigating business risks

November 14 – Benchmarking: The Minnesota Chamber releases its annual Minnesota Business Benchmarks report

Agenda for each breakfast:
7:00- 7:30 a.m.        Registration and Networking
7:30 a.m.                   Hot Breakfast Served
7:50 - 8:50 a.m.       Program
8:50 a.m.                   Closing Remarks
9:00 a.m.                   Meeting Adjourns

Member Pricing: 
$45 per breakfast

Non-Member Pricing: 
$65 per breakfast

**Eligibility Requirements**

To qualify for attendance at the Finance Executives Forum, one must be the financial decision maker (CEO, president, owner) of a small to mid-sized company or in a role such as chief financial officer or controller. This focused approach will enable attendees to engage in conversations that directly pertain to financial decisions within their respective companies. 

Cancellations and or changes must be received by May 2. No refunds will be given after that date, and payment is expected on all uncanceled reservations. Substitutions are accepted.

Casual audience photographs and/or video may be taken and used for marketing purposes. By nature of your attendance, you are granting permission for your image to be used for our internal promotion as we see fit.