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At CliftonLarsonAllen, our Promise is to know you and help you. It’s an incredible privilege and an awesome responsibility that guides every decision we make and every relationship we cultivate. These communications help remind us of our strategic focus, prepare us for new and exciting endeavors, and help us sustain our rhythm of business.

Own The Promise Own The Promise

    • Wirtschaft

At CliftonLarsonAllen, our Promise is to know you and help you. It’s an incredible privilege and an awesome responsibility that guides every decision we make and every relationship we cultivate. These communications help remind us of our strategic focus, prepare us for new and exciting endeavors, and help us sustain our rhythm of business.

    Industry Forward: Brent Terhaar, Life Sciences

    Industry Forward: Brent Terhaar, Life Sciences

    In the first segment of this two-part podcast, Brent describes the fateful meeting that changed his career and pioneered a whole new life science industry practice. He traces his journey to that point and how he looked out with excitement — and no small degree of discomfort — at where this opportunity was heading. Nine months later, in part two, he tells us that growth in life sciences is up more than 20 percent — and how this once fledgling practice is moving from “experienced” to truly “specialized.”

    • 25 Min.
    Industry Forward: Eric Beenken and Brendan Kurvers

    Industry Forward: Eric Beenken and Brendan Kurvers

    Got an entrepreneurial spark but haven’t yet aligned your passions with your work? That’s when the joyless daily grind can set in — but also some real creative tension and the possibility for exciting career growth and satisfaction. Eric Beenken and Brenan Kurvers personal stories can show you how industry specialization may be just the thing that turns your spark into a fire. Industry Forward starts now!







    [00:00:00]







    John: Welcome, CLA family, to Industry Forward, a podcast

    designed to tell the stories behind the CLA promise. We create opportunities

    when we live the CLA culture, leadership, ownership, entrepreneurship.







    [00:00:17]







    At the center of CLA promise is our purpose, our why for

    existence, to create opportunities for our clients, create opportunities for

    our people, and create opportunities for our communities. Industry

    specialization propels, enables, and drives all of those. Industry specialization

    drives seamless capabilities. Industry specialization drives careers.







    [00:00:46]







    So why specialize? A better question is, “How do you

    get started? And what’s it like when you’re just getting going?” So today,

    we’ve invited Eric Beenken from our River Valley region, specializing

    agribusiness but really in the pork industry, and Brendan Kurvers from our

    Minneapolis office. He’s part of the M&D team but has been taken on the

    leadership of driving our food and beverage practice. Welcome to the mic, guys.







    [00:01:15]







    Eric: Thanks, John.







    [00:01:16]







    Brendan: Thanks, John.







    [00:01:17]







    John: Glad to have you here. I’m gonna start with a really

    simple question if I can today, just to get started. Let’s start with your

    personal story. Brendan, tell us a little bit about yourself.







    [00:01:27]







    Brendan: Yeah, certainly. Grew up in the south side of

    Minneapolis here, so grew up in Burnsville, Minnesota, which is about three

    suburbs out of Minneapolis. Wound up at North Dakota State in Fargo. So spent

    some time in North Dakota and then found myself back in Minneapolis, working

    for CLA shortly thereafter college. Really got my start with CLA in 2012 with a

    manufacturing, distribution internship.







    [00:01:52]







    And then found myself back at CLA in 2013 with another

    summer internship, and then finally fulltime–As Dudley Ryan would say, I was a

    seasonal intern. But found my way back fulltime in 2014. And that’s where I

    really nestled into the manufacturing, distribution group.







    [00:02:09]







    John: So why accounting and finance? Why CPA?







    [00:02:13]







    Brendan: Yeah. It’s an interesting story, John. I actually

    really went up to North Dakota State to be a pharmacist.







    [00:02:19]







    John: A pharmacist?







    [00:02:20]







    Brendan: Yeah. So a little bit of a pivot from what a CPA

    does on a day-to-day. But at the end of the day, where I found my passion, when

    I was in high school, was helping people. And the easiest thing that I could

    really see was something that was frontline and center for me, my mom went

    through two bouts of cancer when I was growing up. And I saw the immense amount

    of drugs that were going into her body to combat this cancer.







    And something, for me,

    • 25 Min.
    Industry Forward: Financial institutions Charlie Cameron and Josh Juergensen

    Industry Forward: Financial institutions Charlie Cameron and Josh Juergensen

    Charlie and Josh have taken two very different career

    journeys in the FI industry, but they agree passionately on this: an

    entrepreneurial approach to serving banks and credit unions is what sets CLA

    apart. Together they lead our FI practice, which now boasts $70M in revenue,

    more than 250 staff members, and roughly 1,500 clients. Let their stories of

    grit and success inspire your own industry specialization path.







    [00:00:24]







    John:

    Welcome CLA family to this podcast designed to tell the stories behind the CLA

    promise. I’m John Langan, chief industry officer for our regulated industries.

    We create opportunities when we live our culture as entrepreneurs, owners, and

    leaders. At the center of the CLA promise is our why: to create opportunities.

    Behind the CLA are a set of core beliefs. One of them is helping verse selling:

    A belief that specialization enables us to focus less on ourselves and our

    practice service specialty and more on our clients’ needs and opportunities.







    [00:01:02]







    As

    we get to know our clients better and help them more it will in fact result in

    growth for CLA. That’s industry specialization at CLA. Industry specialization

    equals growth along with better quality, profitability, and more inspired

    careers. But how do you get started? And how do you build a succession plan for

    yourself? To answer those questions, we’ve invited two industry specialists,

    financial institutions leaders MPI Charlie Cameron from our St. Louis office

    and Josh Juergensen, an FI principal in the Minneapolis office.







    [00:01:39]







    Charlie

    and Josh, welcome. You represent two ends of the industry journey, so exploring

    it from both of your perspectives will provide real insight to our audience.

    Let’s start with your personal stories. How long have you been with the firm?

    Tell us about your career and what you have that brought you to this place.

    And, Charlie, let’s start with you.







    [00:02:00]







    Charlie:

    Thanks, John. I’m in my eighth year now with CLA. I actually merged my legacy

    firm in at the beginning of 2012 when we first began operating at CLA. After

    spending a few years with the Big Four at the beginning of my career, I worked

    for 12 years for a regional bank holding company in St. Louis. After that bank

    was sold, I purchased a small niche bank consulting firm and ran it for 12

    years. By hiring some good people, many of which are still with us today, we

    were able to grow consistently and establish a good reputation in the

    marketplace.







    [00:02:38]







    In

    2017, I began transitioning into my current role FI. Our FI practice now

    stretches across the country, as totally revenue approximately $70 million, and

    consists of about 250 total staff members.







    [00:02:54]







    John:

    And I’ll bet as you started in this industry you had no idea you’d be sitting

    on top of revenue of that size.







    [00:03:00]







    Charlie:

    Absolutely no idea. It’s been a great ride.







    [00:03:03]







    John:

    So, Josh, tell us about your story.







    [00:03:05]







    Josh:  Thanks, John. I followed the more traditional

    career path starting right out of college coming to CLA back in 2007, currently

    in my 13th business season. By dumb luck, I happened to be placed in the

    financial institutions practice and here we are today.

    • 21 Min.
    Carrying the CLA Promise Forward

    Carrying the CLA Promise Forward

    CEO Denny Schleper reaches out to our CLA family to recognize everyone during these busy times and give special thanks to those carrying the CLA Promise forward.







    Music up







    Man:

    Welcome to “Own the Promise,” a CLA podcast created to share what

    guides every decision we make and every relationship we cultivate.







    [00:00:14]







    Denny:

    Hello, CLA family. This is Denny, coming to you at the beginning of March,

    really in the heart of opportunity season. I hope that all of you are finding

    those opportunities for yourselves and helping you build those inspired

    careers. And I also hope that we’re finding those wonderful opportunities for

    our clients as well. I am going to be very brief today. I know many of us are

    so very, very busy providing these opportunities and creating them.







    [00:00:42]







    I just wanted to maybe remind all of us that

    it’s also a great time of year to really give thanks to all those people around

    us that are working so hard helping — carrying the CLA promise forward. And if

    you could take just a few seconds each and every day to thank those people, it

    does mean a tremendous amount to all of us this time of year. Also, there’s

    ways to do this, like Workday — Workday app, if you have it on your phones,

    just very quickly and easily to jump on that, give feedback, give recognition

    to those, again, around you.







    [00:01:19]







    If I could also ask to keep our eyes and ears

    open to those around us that are really looking for help and make sure that

    we’re providing the help to them wherever it is needed. Also, for those of you

    needing that help, please don’t hide. Make sure that you raise your hand. Make

    sure that you get to people, asking for that help that you need. All of us in

    the CLA family will operate that way together and I’m confident that, together,

    we can get through this very busy time.







    [00:01:51]







    Things are off to a very good start in 2019.

    Again, thanks to everyone in the CLA family working so hard. So I’m recognizing

    all of you, I’m thanking all of you for the tremendous efforts that are being

    put forth. Thank you so very much on behalf of myself, the executive team, the

    leadership advisory team, and the board of directors.







    [00:02:15]







    Please keep it going through this opportunity season and, once again, reach out for help and make sure, if you’re being asked, that we respond as well as we possibly can to help all of us in the CLA family. Hang in there and have a good rest of the opportunity season.







    Thank you.







    Music out

    • 2 Min.
    Industry Forward: Sam Metcalf’s Passion for M&D

    Industry Forward: Sam Metcalf’s Passion for M&D

    Sam Metcalf, Managing Principal of Industry, has built an impressive career on a lifetime passion for the M&D industry. She explains how market segments are screaming for highly specialized professionals, and she has some profoundly helpful insights for those who want to take advantage of the tremendous opportunities this offers. One of her most fascinating tips? Be inquisitive and don’t hold back any of your questions.







    [00:00:04]







    Narrator: John Richter takes a moment to catch up with Sam Metcalf who’s built an impressive career on a lifetime passion for the M&D industry. She explains the need for highly specialized professionals, and shares her helpful insights for those who want to take advantage of new and exciting opportunities. One tip? Be inquisitive… ask questions. Industry Forward starts now .







    Music up…







    [00:00:36]







    John: Hello, CLA

    family. Welcome to the Industry Forward podcast, the podcast designed to tell

    you the stories behind the CLA promise and the careers that have been inspired

    because of industry specialization. We create opportunities when we live the

    CLA culture and fulfill the CLA promise.







    [00:00:55]









    We

    act as leaders, owners, entrepreneurs. At the center of this CLA promise is our

    purpose, our why: to create opportunities, to wake up each morning and ask

    ourselves, for whom will we create an opportunity today? If we did that, if we

    act in accordance with that belief, it would be a different firm. Imagine a

    firm where every morning, every person wakes up asking themselves, “Who am

    I going to create opportunities for today?”







    [00:01:24]







    Well,

    today, we’re going to hear about an individual who had a multitude of

    opportunities created, mostly through the industry of manufacturing and

    distribution.  Samantha Metcalf, welcome

    to the microphone. Would you tell us a little bit about your career?







    [00:01:41]







    Sam: Sure. Well, I

    don’t know if you know this, but I came from Cleveland, Minnesota, population

    600 people. Graduated with 40 kids in my class and was from a very rural

    community. My dad was the sales director of a manufacturing and distribution

    company. They manufactured passenger elevators, and so I grew up following my

    dad around, riding on top of elevators, meeting individuals on the

    manufacturing floor.







    My

    first job was babysitting the owner’s kids, and then I transitioned into

    working for the manufacturing company. I ran parts. I drove these very large

    vehicles all over the state of Minnesota and Iowa delivering manufactured parts

    to the customers.







    [00:02:24]







    John: I’m trying to

    imagine Sam Metcalf driving a big truck, but let’s go with it.







    [00:02:30]







    Sam: It was

    dangerous, let’s just put it that way. So, it was fun. It was great. But it

    gave me a passion for the industry; it gave me a passion for the people. And so

    I went to college, went to St. Mary’s University and got an accounting degree.

    And mainly, that was because my mom was an accountant, and not knowing exactly

    what I wanted to do, I thought, you know, she was very good at her job; I would

    follow in her footsteps.







    [00:02:53]







    So,

    started with a small public accounting firm. And I did a bit of everything. I

    served non-profits, I did 1099s, I did manufacturing companies.

    • 17 Min.
    Keep Believing in the Promise

    Keep Believing in the Promise

    Optimism and opportunity are everywhere. A great deal of our success is due to our commitment to the CLA Promise. Listen as Denny shares amazing client feedback as well as his thoughts on why so many people see what we have as something truly special.







    [00:00:02]







    Narrator: Welcome to Own the Promise, a

    CLA podcast created to share what guides every decision we make and every

    relationship we cultivate.







    [00:00:16]







    Denny: Hello, CLA family. This is Denny

    Schleper coming to you in the heart of opportunity season. I hope everyone’s

    winter and the opportunity season is off to a great start.







    I know I was looking at some of the

    preliminary budgets for 2019, and it looks like the budgets are coming back

    with some very strong optimistic growth in 2019, in the upper 7 percent, close

    to 8 percent range in revenue growth for the firm, so a lot of optimism, lots

    of opportunity, obviously, in this season. I know that many of you are

    extremely busy.







    [00:00:56]







    It’s not everyone’s busy time of the

    year, but for a large part of the firm, it is, and I just wanted to share an

    experience that I had over the last week or so with the entire family, because

    I think it really is so critical and so important that we keep what we have at

    CLA very much in mind, and this experience really came from the wealth summit

    that we had in Arizona at the end of January.







    [00:01:27]







    For those of you that don’t know, we

    brought together roughly 280 or so clients throughout the country that

    participate in our wealth advisory services, and this was an opportunity for us

    to bring them together, obviously get to know them better, build stronger

    relationships so that we could help them better,







    But also to do some education and an

    opportunity just simply to attract more activity in our wealth advisory

    services to them. But it was a time for these wealth advisory clients to learn

    more about CLA as well.







    [00:02:04]







    And I think what they learned and the

    feedback that I received at this summit was really something amazing to me,

    because I think when those wealth advisory clients were able to get to

    understand CLA and who we are and what we have to offer to a greater extent, it

    really was so well received.







    And some of the responses that I

    received just made me step back and question myself, why is it that what we

    have at CLA, why is it so special?







    [00:02:42]







    And I’ve been thinking about that ever

    since the summit, and what really came to mind for me was all of the people in

    the CLA family that really go beyond I’d say their day-to-day jobs and even

    leadership roles that they take on, call it within their job activity, but

    people that go even beyond that and take on roles that are really what I’ve

    always referred to as “and” roles.







    They do all the things related to their

    jobs, but on top of that, they volunteer for things, and so they really take on

    an “and” position, not an “or,” not an

    “either-or,” but really everything that they do in their job and the

    volunteer opportunities that they find.







    [00:03:35]







    And I just started listing some of

    those. I started listing, you know, really starting with the board of

    directors. If you think about,

    • 11 Min.

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