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.
Panel: Kristi Martin, Dacotah Bank | Anthony Schwab, Eide Bailly | Pat Tollefson, Insurance Plus | Rod Tobin, Partner at Siegel Barnett & Schutz LLC
***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, Aberdeen Catholic School System school board, and SD CEO West board of directors.
***About Anthony
Anthony Schwab
Anthony provides tax planning, consulting and compliance to a number of individuals and closely held businesses. These clients include agricultural producers, lodging, hospitality and retail businesses.
When you work with Anthony, he will take the time to understand your business and help you look for improvements and efficiencies from the tax as well as operational perspective. Accessibility is important to Anthony and he understands providing clients with timely assistance is critical.
Outside of work, Anthony enjoys spending time with his wife Elizabeth and children Caroline and Samuel. He loves finding a project outside, spending time with family and friends, golfing and hunting.
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 Rod
Rod Tobin
Rod Tobin is a partner with Siegel, Barnett & Schutz law firm. His practice focus is real estate, business and agricultural law, business succession planning, employment law, and estate planning. He is admitted to practice in South Dakota, North Dakota, and the U.S. District Court for the District of South Dakota. Rod earned a B.S. from Southwest Minnesota State University, and M.B.A. and J.D. from the University of South Dakota.
He is legal counsel for several nonprofits in Aberdeen and has served on numerous boards including his current role with the Boys and Girls Club of Aberdeen Area Board. Rod is a member of the Brown County Bar Association and the State Bar of South Dakota where he chairs the Business Law Committee.