Shows
City of North Liberty City CouncilNovember 25, 2025Agenda 6:00 p.m., Regular Session Council Chambers, 360 N. Main Street This meeting may be accessed live by the public in person or on the internet at northlibertyiowa.org/live, on Facebook at facebook.com/northliberty or on YouTube at youtube.com/northliberty. Meetings are available on-demand on northlibertyiowa.org. Call to order Roll call Approval of the Agenda FY 25 Audit Presentation of the Fiscal Year 2025 Audit Report – Dustin Opatz, BerganKDV Resolution Number 2025-130, A Resolution accepting the Audit Report for Fiscal Year 2025 as completed by BerganKDV Consent Agenda City Council Minutes, Regular Session, November 11, 2025 Ci...
2025-11-2642 minCity of North Liberty City CouncilJanuary 28, 2025Agenda 6:00 p.m. Regular Session Council Chambers, 360 N. Main Street Call to order Roll call Approval of the Agenda Consent Agenda City Council Minutes, Regular Session, January 14, 2025 City Council Minutes, Special Session, January 28, 2025 Centennial Park Event Complex, Larson Construction Co., Inc., Change Order Number 4, ($3,047.50) Claims Public Comment Engineer Report City Administrator Report Mayor Report Black History Month Proclamation Council Reports FY 2024 Audit Presentation of the FY 2024 Audit Resolution Number 2025-13, A Resolution accepting the Audit Report for Fiscal Year 2024 as completed by BerganKDV FY 2025-26 Budget Review Operational Budget Social Service Grant Funding Capital Projects Ot...
2025-01-302h 20City of North Liberty City CouncilAugust 27, 2024Agenda 6:00 p.m., Regular Session Council Chambers, 360 N. Main Street Call to order Roll call Approval of the Agenda Consent Agenda City Council Minutes, Regular Session, August 13, 2024 Fox Run Pond Trail Project, Pay Application Number 2, Dennis Spencer Construction, $82,335.98 Claims Public Comment Engineer Report City Administrator Report Mayor Report Council Reports FY 23 Audit Presentation Audit presentation Resolution Number 2024-88, A Resolution accepting the Audit Report for Fiscal Year 2023 as completed by BerganKDV Fire Station Number 1 Presentation and discussion regarding proposal for Fire Station Number 1 Resolution Number 2024-89, A Resolution approving the Services Agreement between the C...
2024-08-281h 01
Ham Lake City MeetingsHam Lake City Council Meeting 8/5/2024The City Council Meeting for Ham Lake, MN from August 5, 2024
Agenda items include a presentation of the 2023 Audit by Andy Grice from BerganKDV, a discussion on the Fire Station #3 flooring led by Fire Chief Raczkowski, and a discussion regarding the Anoka County Election Integrity Team.
2024-08-0646 min
FutureProof Advisor PodcastUnleashing Your Financial Firm's Growth Through Effective Leadership with Matt CosgriffThis episode of Bridging the Gap features Matt Cosgriff, CFP®, CPFA, a prominent figure in the financial industry and fellow alum of the Schwab Executive Leadership Program.As the Director of Wealth Management at BerganKDV, Matt leads a team of professionals who are passionate about delivering high-quality service to their clients. He joins me today to share his insights on what it takes to be a successful leader in our industry.We delve into the essential elements of creating an environment that fosters success for your team, what drives Matt as a leader, and how w...
2023-04-1238 min
foorum with Ebrima Abraham SisayMoney and Mental Health: Breaking the Taboo & Finding Balance | Episode 14We're going to be talking with Reid Graham about Money and Mental Health: Breaking the Financial Taboo & Finding Balance. Reid is driven by his impact on others and his position as a Market Sales Leader - Kansas City at BerganKDV - a leading professional services firm that offers customized business, financial and technology solutions to address your most complex challenges helps him accomplish his mission in helping people achieve financial peace of mind.
In this podcast, we will explore the complex relationship between mental health and money management. We will delve into the ways that our emotional...
2023-03-2156 min
Jearlyn SteeleHighlight: Getting Your Business Financials RightAre you a small business owner? If you are, one of the most important items to manage is your company's taxes. What should you know? BerganKDV sales leader Reid Graham explains the impact that accountants can provide for entrepreneurs.
2023-02-1316 min
Model FA PodcastThe Impact of Entrepreneurial Operating Systems on Advisory Firms with Matt CosgriffMatt Cosgriff is the Director of Wealth Management at BerganKDV, a trusted firm that offers business planning and consulting, tax, auditing and accounting, technology, and wealth management services throughout the Midwest. Matt joined the BerganKDV team in 2014. As a wealth management leader, Matt is passionate about cultivating a team-centric environment where everyone can be successful in the service of others. Matt holds a Bachelor of Arts in Economics & Finance from St. Olaf College and a Certified Financial Planner designation from Minnesota State University, Mankato. Matt joins me today to discuss entrepreneurial operating systems and their...
2023-01-1735 min
The Finance & Accounting ShowWhat is Data Analytics as a Service (DAAS) and How We Should Be Using It with Laura GebauerWe are all swimming in a world of opportunity, but often, that opportunity is hidden within the Data. This is why what Laura Gebauer and the rest of the team at BerganKDV are doing in their growing data analytics services is essential. Unlock the next level of opportunity in your business with better data analyticsCheck out the full video interview at businesstalklibrary.com/thefinanceandaccountingshow.#businesstalklibrary #accounting #finance #businesscontent #business
2022-12-2022 minCity of North Liberty City CouncilNovember 7, 2022Agenda 6:30 p.m. Regular Session Council Chambers, 1 Quail Creek Circle Call to order Roll call Approval of the Agenda Consent Agenda City Council Minutes, Work & Regular Sessions, October 25, 2022 Claims Community Center Roof Project, Pay Application Number 3, T & K Roofing Co., $48,355.00 Jones Boulevard Improvements Project, Change Order Number 3, Schrader Excavating and Grading, $850.50 Jones Boulevard Improvements Project, Pay Application Number 6, Schrader Excavating and Grading, $346,672.61 Ranshaw Way Phase 5 Improvements Project, Pay Application Number 24, Peterson Contractors, Inc., $35,251.18 Public Comment Engineer Report City Administrator Report Mayor Report Small Business Saturday Proclamation Council Reports FY 22 Audit Dustin Opatz, BerganKDV Presentation of...
2022-11-081h 08
Accounting Intelligence PodcastE02: 6 Figure Engagements & The 4 Pillars of CAS with Chris GallowIn this episode, you’ll be hearing a conversation between Chris Gallow who is a client accounting leader at BerganKDV and Deneen Diaz who the VP of Strategic Partnerships at Botkeeper. If you are looking to build and scale an advisory practice this conversation is for you. Chris Gallow shares in deep knowledge of building a highly profitable advisory practice that is growing 100% YoY at the time of this recording. In addition, they cover topics like how to get buy-in on new technology, how to structure your monthly engagements, and much more.
This episode is sponsored by Bo...
2022-10-2731 min
Payrollin'How a sales team books over $25M in new business per year | Lee Roberts on selling, hiring, leadership, and moreIn this episode, Matt has a great conversation with Lee Roberts from BerganKDV about how to move from a founder-led sales organization to building out a sales team.
Lee shares how he grew his sales team to more than $25M in net new deals last year and what's next as they continue to improve.
Three Takeaways:
If you want to really grow, the CEO cannot be the only salesperson.
While there is no "silver bullet" for hiring great sales professionals, there are patterns you can recognize.
Verticalization provides more opportunities for your team as they...
2022-09-0859 min
Financial Advisor SuccessEp 286: Pursuing Intrapreneurship As A Path To Growth Within A Larger Firm with Matt CosgriffMatt Cosgriff is the Director of Wealth Management for BerganKDV, an independent RIA based out of Minnesota that oversees more than $2 billion in assets for 1,000 households. Matt has a unique career path, having leveraged the launch of a specialized division within BerganKDV and creating a path toward leadership of the entire RIA. Listen in as we talk about how he got the opportunity to operate as an intrapreneur within the firm and developed a separate brand that catered to next-generation clients, as well as how his role as an intrapreneur also led to him having to 'side...
2022-06-211h 29
City of North Liberty City CouncilFebruary 22, 20226:30 p.m. Regular Session Call to order Roll call Approval of the Agenda Consent Agenda City Council Minutes, Regular Session, February 8, 2022 Claims Liquor License Renewal, Pancheros Ranshaw Way, Phase 5, Pay Application #10, Petersen Contractors Inc., $16,228.97 Public Comment City Engineer Report City Administrator Report Mayor Report Proclamation – Kidney Day Council Reports FY 2021 Audit Audit presentation Resolution Number 2022-12, A Resolution accepting the Audit Report for Fiscal Year 2021 as completed by BerganKDV Transit Presentation Transit presentation and discussion Maximum Levy FY 2023 Public Hearing regarding proposed maximum levy for fiscal year 2023 Resolution Number 2022-13, A Resolution approving the maximum tax dollars from ce...
2022-02-231h 48
Leadership Unplugged!Episode 9 - Team Advantage TrainingWould you consider your organization healthy? Maybe not in the physical sense, but do your team members understand their unique gifts, know how to apply them as part of your team, and then work cohesively to achieve true organizational health?Chad Greenlee with BerganKDV joins us to preview a cutting edge training series that launches April 14th powered by Marion Economic Development Corporation leveraging the curriculum of Patrick Lencioni and The Table Group.Registration is now open at www.medcoiowa.org
2022-02-1821 min
The Augmented AdvisorHow Capital Gains Tax Rate Increase May Affect Business Owners (Including Financial Advisors)Dave Hinnenkamp, CEO of BerganKDV joins John Prendergast and Mike Langford to explore the proposed changes to the Federal capital gains tax rate and how these changes might affect your clients and the climate for mergers and acquisitions for RIAs and independent financial advisors.
2021-09-3044 min
Payrollin'How Matt Lovitz Onboards Hundreds of New HCM Deals Every YearIn this episode, Matt chats with Matt Lovitz, a Business Consultant at BerganKDV. On a day-to-day basis, Matt helps companies manage their business risk and solve operational, technology, and fiscal challenges they might face. He works at a fast pace and is able to win clients and prospects over by how he operates — focusing on the consequences of not moving from the status quo.
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Ways we can help you:
-> Want to grow your payroll company? Click here.
-> Looking for easy-to-use White Label HR Software? Click here.
-> Wa...
2021-06-0751 min
The Advisor Financing ForumPotential Changes to Capital Gains Tax Rates: How RIAs with M&A Plans Should PrepareDave Hinnencamp of BerganKDV joins Aaron Hasler of SkyView Partners and Mike Langford to discuss the potential impact of proposed hikes to the capital gains tax rates on the sales of independent financial advisory businesses and RIAs. Dave and Aaron also offer up some recommendations for how advisors should adjust their plans (or not) for selling a practice in anticipation of a rate increase.
2021-05-1850 min
Up and Adam - A BerganKDV PodcastFraud Awareness Week // The Cut ThroughBonus episode of Up and Adam, the Cut Through
Fraud week is a dedicated week aimed to support businesses with tools and education to better protect their organization from fraud risks. Join Steve Wischmann, CPA, CFF, MAFF, CGMA and Michael Bösl, CPA, CFE to learn more about the impact fraud has on organizations.
What can organizations do?
Be Proactive. Adopt a code of ethics for management and employees. Evaluate your internal controls for effectiveness and identify areas of the business that are vulnerable to fraud.
Establish Hiring Procedures. When hiring staff, conduct thorough ba...
2020-11-1205 minUp and Adam - A BerganKDV PodcastLatest on PPP // Form 3509 Loan Necessity QuestionnaireThe SBA issued a notice regarding its intent to release two new forms regarding loan necessity for borrowers of the Paycheck Protection Program (PPP). The SBA is now creating these forms (known as Loan Necessity Questionnaire) that lenders will be required to distribute to PPP borrowers who together with their affiliates, received loans greater than $2 million. The questionnaire forms have not been officially released by the SBA, which means they may change, remain the same, not be used at all, or could be replaced.
We sat down with Andrew Howe, CPA with BerganKDV and...
2020-11-0600 minUp and Adam - A BerganKDV PodcastPaycheck Protection Program // What Business Owners Should Know
Adam is joined today by BerganKDV resident expert in the Paycheck Protection Program (PPP), Andrew Howe. Adam and Andrew sit down to discuss a brief history of the PPP, covering how it was rolled out with the first two rounds of funding. Many questions still surround forgiveness and there are also many uncertainties around how future stimulus legislation could change the PPP including a new round of funding.
Andrew explains some of the known and unknowns surrounding forgiveness and what businesses should take note of to maximize their opportunities for forgiveness.
At timestamp 22:39 they discuss...
2020-11-0528 minUp and Adam - A BerganKDV PodcastThe Nonprofit Financial Landscape
This week on Up and Adam, Marie Primus, CPA, CGMA, joins to give us the scoop on nonprofits. She is a Shareholder in the St. Cloud office and works solely with nonprofit clients and leads the nonprofit team. Marie talks about current hot topics surrounding nonprofits, including how different organizations are accounting for PPP loans, grants given by local governments, and the impact of government funding.
Marie tells the story about how she fell in love with nonprofit work and why she loves her current clients. She includes questions to ask yourself to help understand i...
2020-10-2917 minUp and Adam - A BerganKDV PodcastCybersecurity Training for Employees // The Cut ThroughBonus episode of Up and Adam, the Cut ThroughIf you have 5 minutes you have time to learn from Robin Nelson, IT security expert, about best practices employees should follow to keep their organization protected.
Listen to our full podcast with Robin here where we go into detail on the risks and opportunities that are facing organizations in today's information security landscape.
If your organization doesn't have ongoing cyber training, we can help design an effective security awareness program that ensures your last line of defense, your employees, are equipped to keep your organization...
2020-10-2604 minUp and Adam - A BerganKDV PodcastPolice Evidence Room Assessments // The Cut ThroughBonus episode of Up and Adam, the Cut ThroughIf you have 5 minutes you have time to learn from Steve Wischmann, an IAPE trained professional, about best practices surrounding police evidence room processes and assessments.
The views and opinions expressed in this podcast are those of BerganKDV Wealth Management and are subject to change at any time. The content herein is general and educational in nature and should not be considered legal or tax advice. We recommend that your consult with an attorney, tax or investment professional regarding your specific situation. Investment advisory services a...
2020-10-2303 minUp and Adam - A BerganKDV PodcastExploring Merger and Acquisition Strategy
Loren Viere, BerganKDV Shareholder and Director of Mergers and Acquisitions and Gary Hawkins, BerganKDV Shareholder and Kansas City Market Leader join Adam to discuss the 2018 acquisition between BerganKDV and HSMC Orizon and the overall landscape of M&A in the industry. BerganKDV has been on a strong growth path for many years, and in addition to organic growth, a prong of this growth is participating in strategic merger and acquisitions.
A key strategy when identifying M&A can be market driven, as the firm looks to expand into additional geographies, but at the end of the day the culture fit...
2020-10-2220 minUp and Adam - A BerganKDV PodcastInvesting During a Presidential Election // The Cut ThroughIf you have 5 minutes you have time to learn from Derek Hoyt, BerganKDV Chief Investment Officer on how to manage your investments throughout a presidential election season.
Learn more about investing during a presidential election in our on-demand webinar.
2020-10-2003 minUp and Adam - A BerganKDV PodcastNavigating Philanthropic Campaigns in 2020Kristin Roberts, President and CEO of United Way of East Central Iowa and Nicole Mead, Market Sales Leader in ICR join the podcast today to talk about the amazing work that the United Way is doing to support the local community through the impacts of COVID and the Derecho weather event that hit the area in August.
The community was impacted heavily by the Derecho storm, the entire county was out of power for multiple days. The United Way of Central Iowa quickly organized to set up the emergency volunteer center to connect to larger state and national resources. Kristen...
2020-10-1523 minUp and Adam - A BerganKDV PodcastForensic and Data Services: The Proactive and Reactive Balance
Adam sits down with guests Michael Bösl, CPA, CFE and Steve Wischmann, CPA, CFF, MAFF, CGMA to talk about BerganKDV’s newest service, Forensic and Data Services. Steve and Michael explain that the Forensic and Data Analytics service is two pronged, the proactive side and the reactive side.
Steve and Michael talk about their (many) certifications, the importance of the ongoing training and education, and how it translates to actionable results for their clients. The formation of this new service really started decades ago as they both worked on audits and found their niche in fraud cas...
2020-10-0822 minUp and Adam - A BerganKDV PodcastCFO Forums: How To Utilize In Your Role and OrganizationJim Stelten, Shareholder in charge of Value Creation and Growth and Spencer Barron, CFO at WAND Corporation join Adam to talk about CFO forums. What started as a way to connect with like minded people and have a sense of community, has grown to be a major cornerstone in professional development and growth for the members.
Spencer and Jim both share their perspectives on why they stay involved in CFO forums, how to get the most out of these peer groups, and some key things to keep in mind if you are seeking to start or join...
2020-10-0100 minUp and Adam - A BerganKDV PodcastEstate Planning: How to Prepare and Things to ConsiderHeather Gunderson, CPA and Shareholder in Cedar Valley, Iowa joins Adam to talk about estate planning. At the end of the day, we all have stuff, and estate planning in its simplest terms is helping clients determine where their stuff will go when they pass away. Heather and Adam spend some time breaking down how everyone needs to have these planning conversations to ensure a person's assets are allocated how they wish and their financial picture is considered to maximize tax savings.
An additional element of estate planning complexity enters when considering taxes and other regulations surrounding...
2020-09-2424 minUp and Adam - A BerganKDV PodcastInformation Security: Risk and Opportunity for Organizations
Adam sits down with Robin Nelson, Team Leader of the IT Security Team at BerganKDV. There was no shortage of topics to talk through and they started off by diving into the evolution of technology security and how far the industry has come in a short amount of time.
Robin breaks down physical risk VS data risk and gives a real-life example of an attack that took place on our own organization. Robin recently shifted into the role on the security solutions team and talks about how businesses should evaluate and prioritize IT Security.
We wrap up the ep...
2020-09-1719 minUp and Adam - A BerganKDV PodcastExploring Human Capital Management
Season 2 kicks off with Adam visiting with Human Capital Management Consulting Manager Micah Zirnhelt and how he helps people solve their HCM challenges by using our K-Pay platform for payroll, timekeeping, benefits, and other HR needs. Things have certainly changed from his first job adding up timecards with a ten-key.
Adam and Micah talk about how technology and artificial intelligence is changing the landscape for HR professionals and helping organizations be more effective in managing their talent. They chat about how HCM is a core piece of BerganKDV’s business and how the firm is staying at th...
2020-09-1019 minUp and Adam - A BerganKDV PodcastAdam Tillman / Heads-Up Vs. Heads-Down with Adam Tillman
In the last episode of season one, it is a dynamic Adam duo when Adam Heathcote visits Market Leader Adam Tillman in Des Moines. They chat a bit about the new Des Moines office space, the success of the first client event in the new office and how the new space reflects the open environment we have for clients and staff alike.
The topic then shifts to recruitment and retention and Adam T. shares that he spent a hot minute in the private sector internship before moving over to public accounting where he found his stride. They...
2020-06-3026 min
System & Soul044 How to Maximize the V/TO™ in Your Organization with Matt CosgriffHow do you get over 500 people in nine different business lines, in eight different offices spread out all over the country to work under the same vision and values? Seriously, it's possible.
Matt Cosgriff, Wealth Management Leader at BerganKDV gives us a deep dive on the EOS tool the Vision/Traction Organizer™ for a large company that’s growing rapidly and diversifying business lines. They’ve learned how to leverage the V/TO in their business through tremendous expansion, mergers, and acquisitions while staying fully aligned with language, core values, and vision.
Matt shares in this e...
2020-06-1625 minUp and Adam - A BerganKDV PodcastLorilei Christner // Combining Process and Passion
Payroll Implementation Manager Lorilei Christner and Adam go toe-to-toe on who has the best team morale, the payroll team or the wealth management team. Both agree the key to having great morale is a team who can count on each other when the chips are down.
While Lorilei didn’t have payroll experience when she took on her role at BerganKDV, she is an expert on process improvement and project management. And, she has been on the client side of a payroll implementation, so she is sensitive to the fact that it is a major undertaking to tr...
2020-06-0423 minUp and Adam - A BerganKDV PodcastLeighton Smith // Creating Value
When two extroverts like Adam and Director of Client Service Leighton Smith get together, look out! But seriously, Adam learns from Leighton that while he started out in a more technical role in his career, he found that he is drawn to people and building relationships which suits him well to help the BerganKDV team provide clients with wow experiences. Leighton gets energy by helping team members go above and beyond and building trust with those we serve. He explains how our ENGAGE process is key to creating value for our clients.
Leighton and Adam talk about...
2020-05-2126 minUp and Adam - A BerganKDV PodcastBecky Morgan // Finding What You Love To DoDuring his time with ICR Shareholder and Board Chairwoman Becky Morgan, Adam learned that even though Becky isn’t a fan of public speaking, when you get her talking about her teammates and clients, the time flies by. Becky is a testament to the fact that a person’s career progression isn’t always a straight line. With her love for numbers, she started out as a high school math teacher but quickly realized it wasn’t for her. Segue to helping her in-laws operate and run a turkey hatchery. Encouraged by her mother-in-law to pursue an accounting degree, Becky fo...
2020-05-0722 minUp and Adam - A BerganKDV PodcastCrystal Ford // Energy, Hustle, Heart and BA-BAMCedar Valley Market Leader Crystal Ford provided Adam a boost in energy during his time in the Waterloo office. Crystal’s drive, passion and enthusiasm is contagious. She is all in when she tackles something and won’t let obstacles stand in her way. Adam finds out this is true even with landing her job at BerganKDV. She is a goal setter and a go-getter. Creating a wow experience for our clients isn’t enough for her, she is going for a razzle dazzle experience!
Both life-long residents of their communities, Adam and Crystal visit about the perks...
2020-04-2324 minUp and Adam - A BerganKDV PodcastReid Graham // All Things Growth in Kansas CityAdam hit the road and headed to Kansas City to not only enjoy the BBQ but to also connect with Kansas City Sales Leader Reid Graham. Reid explains why his mantra is “BerganKDV modernizes the workplace” by helping Adam understand the Internet of Things (IoT) and how that plays into how the firm can help companies harness its power. Reid also shares that he has enjoyed learning about the breadth and depth of software platforms the firm offers and then wrapping the service around them to help clients.
Adam also learns he and Reid share a common pass...
2020-04-0923 minUp and Adam - A BerganKDV PodcastBrittani Von Roden // Exploring a People First MentalityAdam sits down with Britt Von Roden, Director of the People First team at BerganKDV. Not necessarily a title you hear every day. With People at the center, the Marketing and Talent teams at BerganKDV have combined under Britt’s leadership to drive better engagement and results both internally and externally. Britt talks about the future, what’s to come and how she is looking forward to seeing the vision of the new team really come to life.
Adam also fires some shots at some fellow co-workers who are self proclaimed basketball superstars and mentions that he thin...
2020-03-1220 minUp and Adam - A BerganKDV PodcastUp and Adam with Chris GalloChris Gallo joins Adam for episode 2! Adam heads down to our Des Moines office and talks with Chris about his background in SALT (State and Local Tax) and what brought him to leading FAAST (Financial Accounting Advisory Services Team) at BerganKDV, the challenges and fun of having a national presence.
Chris talks about the current “sales tax” buzz word and how SALT means more than just sales tax, the advantages that a business can see by outsourcing their accounting functions, Gallo’s nomination for Innovative Practitioner of the Year Award, and the complexities that now exist around state...
2020-02-2320 minUp and Adam - A BerganKDV PodcastUp and Adam with Dave HinnenkampJoin Adam Heathcote for his first episode of Up and Adam! Don't pay any attention to his comment on minimum qualifications, he was clearly born for this.
Dave Hinnenkamp joins us today to talk about his journey from CPA intern, to intrapreneur, to now CEO of BerganKDV. Lessons learned from turning the organization on its side, embracing disruptive technology and preparing ourselves to ensure our clients and our people benefit from the changes we're implementing. Dave talks more about gap versus gain thinking and how business leaders can adopt this way of thinking to focus more on...
2020-02-2228 min2020-02-1700 min
Dynasty Leadership PodcastWhat It Takes to Start Your Own Peer Group… And Why You ShouldJim Stelten is the Twin Cities Market Leader for BerganKDV, a professional services firm that solves problems and creates new opportunities for their clients in finance, HR, IT, and the C-Suite. On today’s show, Jim shares why he started his very own peer group, how it has helped him excel in his career, and how you can create an engaged peer group with lots of participation, as well. Key Takeaways: [1:40] Jim is a master networker and shares how he keeps track of it all. [2:45] What does BerganKDV do? [4:05] Wha...
2018-11-1334 min