Join us for a comprehensive workshop tailored for new business owners. Our expert panelists will cover the fundamental aspects of Banking, Accounting, Insurance, and Legal that are crucial for starting your business. After the presentations, engage in interactive one-on-one sessions for personalized advice, ensuring you're well-prepared for entrepreneurial success.

Panelists:

• BANKING: Kristie Martin, Dacotah Bank

• ACCOUNTING: David Frank, Eide Bailly

• INSURANCE: Pat Tollefson, Insurance Plus

• LEGAL: TBA

***About Kristie

Kristie Martin

Kristie Martin is the Market President of Dacotah Bank in Aberdeen. Kristie’s history in banking includes working as a loan assistant, being a credit analyst and serving time as an internal auditor. Kristie established Dacotah Bank’s Central Credit Analysis department as the first manager of the department; this is where the financial underwriting is done on business and ag loans for all Dacotah Bank locations. Prior to her current role, she was a Director of Credit Administration where she was part of the team approving the largest loan relationships for Dacotah Bank.

Kristie completed her undergraduate degree in finance and economics at Northern State University, and later completed her master’s degree from West Texas A&M also in finance and economics. She is an active volunteer on the United Way of Northeastern South Dakota board, and SD CEO West board of directors.

David Frank

***About David

David Frank, CPA is a Partner and Aberdeen Market Leader at Eide Bailly, where he provides tax consulting and compliance services to clients across industries including lodging, agriculture, and small business. Since joining the firm in 2007, he has served more than 400 clients, offering strategic advice that goes beyond taxes to help them achieve their business goals. David is a member of the Aberdeen Wealth Transition Committee and is known for his curiosity and commitment to delivering added value. Outside of work, he enjoys time with his wife Natalie, their three children, and dog Kya, as well as hunting, fishing, and gardening.

Pat Tollefson

***About Pat

Pat Tollefson is an independent insurance agent with Insurance Plus. She specializes in both commercial and personal lines and has been with the agency for 20 plus years.  Pat enjoys meeting new clients, providing insurance education and is very active in the community. She currently is serving on three regional boards in and out of state.

In her spare time Pat enjoys lake life, golf, traveling and volunteering. 

***About LEGAL Presenter - COMING SOON