FEBRUARY 2025
A ROCHESTER AREA CHAMBER OF COMMERCE PUBLICATION
CEO Profile: Nicole Haley, Haley Comfort Systems
YEAR IN REVIEW 2024 HIGHLIGHTS & PROGRESS
Meet the Member: Inspired Retirement Planning
TABLE OF CONTENTS
February 2025 Advantage Magazine
What’s Inside
COMMUNITY NEWS • Free Business Mentoring • Minnesota Jobs and Labor Force Grow • Response Team Launched for Local Mental Health Crisis Assistance
FEATURE Year in Review
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CEO PROFILE Nicole Haley
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MEET THE MEMBER Inspired Retirement Planning
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NEWSREEL New Roles and Celebrations
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CHAMBER NEWS • Events • Applications for Leadership Greater Rochester Open Soon • Linking Leaders & Industry • 2025 Legislative Agenda
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RIBBON CUTTINGS Grand Openings, Anniversaries, New Members, and Other Celebrations
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NEW MEMBERS Welcome to the Chamber
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LOOKING BACK. DRIVING FORWARD.
As we celebrate 95 years, we’re reflecting on a journey defined by people, partnerships, and purpose. From our humble beginnings in 1930 as a one-man shop founded by Harold ‘Spitz’ Spitznagel, to becoming a regional leader in architecture, engineering, and planning, our commitment has been steadfast: making the communities we serve better, by design.
We’re proud to honor our past while embracing the future—continuing to create impactful spaces that inspire, connect, and endure. Thank you for supporting Team TSP!
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CHAMBER STAFF & BOARD
February 2025 Advantage Magazine
Chamber Staff
CHAMBER PRESIDENT Ryan Parsons | 507-288-1122
WORKFORCE INITIATIVES & RYT NETWORK DIRECTOR Claire Henneman | 507-424-5662 POLICY & COMMUNICATIONS DIRECTOR Olivia Kloster | 507-424-5666 SENIOR DIRECTOR, PUBLIC AFFAIRS & LEADERSHIP DEVELOPMENT Jonathon Krull | 507-424-5677
MEMBERSHIP DIRECTOR Tim Shea | 507-424-5663
DIRECTOR OF FINANCE & OPERATIONS Michaela Freyler | 507-424-5699
SENIOR DIRECTOR, COMMUNICATIONS & DESIGN Sophia van Oss | 507-424-5661
EVENTS & PROGRAMS DIRECTOR Shannon Gowen | 507-424-5687
Chamber Board Officers
CHAIR OF THE BOARD Steve Dunn | Taco JED
AT LARGE Scott Eggert | Broadway Plaza
TREASURER Jessica Eidem | IBM Corporation
VICE CHAIR Gwen Stevens | People's Energy Cooperative
SECRETARY Jarett Jones | Merchants Bank
Chamber Board Members
SANTHI ARUNACHALAM Xylo Technologies Inc.
DOUG HOLTAN Mayo Clinic
JENNA OBERNOLTE Short Elliott Hendrickson
CHAD BEHNKEN CORE Real Estate Group
BEN KING Dunlap & Seeger
SYLWIA BUJAK OLIVER 125 LIVE
DR. JEFFREY BOYD Rochester Community and Technical College
CHAD LAUNDERVILLE Hy-Vee
KRISTY SUTTON Olmsted Medical Center
TOM LEIMER Knutson Construction
KELSEY VASZILY Kraus-Anderson Construction
HEATHER DONOVAN Sterling State Bank
OMAR NUR Somali American Social Services Association
ULISES GONZALEZ Baser Freight
Rochester-area businesses are empowered to succeed in a diverse and collaborative climate. VISION
The Chamber promotes business success which supports a thriving community. MISSION
ADVERTISING INFORMATION Contact Sophia van Oss at svanoss@rochestermnchamber.com
FEBRUARY 2025 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 3
YEAR IN REVIEW 2024 HIGHLIGHTS & PROGRESS
The Year in Review highlights
member engagement, workforce & professional development, advocacy, and key initiatives, showcasing the Chamber’s impact across these essential areas.
Legislative Update
As we reflect on 2024, the Rochester Area Chamber of Commerce marks a year of progress and opportunities
to support the businesses, organizations and workforce of the Rochester region.
Chamber Weekend Kickoff
Chamber Champions League
RYT Network CEO Connections
Lemonade Day
Kickball Tournament
Economic Summit Industry Panelists
390 YOUTH REGISTERED FOR LEMONADE DAY
Local Government Connect
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YEAR IN REVIEW
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Communication Efforts From a bi-monthly magazine to a weekly update to an expansive business directory, in 2024 the Chamber worked to provide information and updates to enhance the Rochester area business community. The Chamber’s Weekly Update connects with over 5,700 local business professionals each week, delivering the latest news, events, and updates including new members introductions, business development opportunities, legislative updates and signature event information. For three years, the Resource Connect email series has become a source for valuable tools, resources, and news tailored to the business community. In 2024, members received 14 editions of Resource Connect, each packed with actionable insights and information. In 2024, over 12,600 followers of the Chamber’s social media accounts received updates and information about programs, event announcements, and community stories. Across its six 2024 issues, the bi- monthly Advantage magazine continued to grow, delivering business news, features, and highlights that engaged the regional community. With 7,553 copies distributed, new sections like the Non-Profit Spotlight and CEO Profile further showcased our regions dynamic business landscape. The 2024 Rochester Area Community Guide & Chamber Directory was a resource for businesses, residents, and newcomers, featuring an industry overview and sections on living in the Rochester region. New this year, a history section highlighted key milestones and growth. With 2,500 printed guides distributed and over 5,700 digital impressions, it helped connect businesses with the community.
Member Engagement
Last summer, the Chamber celebrated its third annual Lemonade Day , a free and engaging program designed to spark entrepreneurial spirit in young minds. Expanding into the greater Rochester area, including Byron and Stewartville, the event attracted nearly 400 budding entrepreneurs eager to develop their own businesses. From crafting a product and designing their stands to establishing budgets and strategic marketing plans, participants gained hands-on experience in building and running a business. To guide their journey, participants used workbooks that delivered essential lessons in financial literacy and business planning. New in 2024, the Lemonade Day app was introduced as a user-friendly tool embraced by parents and mentors alike for its accessibility and Spanish-language support. Jesse, a father of two boys who participated in Lemonade Day for the second year, says, “The provided curriculum through the free app is very interactive and engaging, great for sparking age-appropriate discussions about business fundamentals and requires almost no preparation for parents.” Local businesses, too, recognized the program's impact, applauding its emphasis on financial literacy and its potential to nurture the next generation of innovative leaders. As Lemonade Day continues to grow, its mission to empower young entrepreneurs shines brightly, one glass of lemonade at a time.
We were thrilled that 2024 marked
the first year in awhile that every issue of the Advantage magazine was printed and distributed.
A heartfelt thank you to our members, advertisers, and contributors for making this achievement possible. We are excited to continue this momentum into 2025!
YEAR IN REVIEW
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While building on the success of programs like Lemonade Day, the Chamber also unveiled a new event in 2024, the Chamber Champions League , a unique event that unites business through a series of
7,553 ADVANTAGES WERE PRINTED IN 2024 an increase of 3,353 over 2023
"It was incredible to see sponsors host challenges that reflected their businesses... It added a fun, personalized touch to the event."
friendly head-to-head competitions, blending physical challenges, mental trials and team- building activities. The Chamber Champions League provides employers with an excellent team building opportunity, an important factor in
EduTech Outlook: Google Keynote Speaker
talent attraction and retention, and the inaugural year saw 14 teams compete in match games – from bucket ball and corn hole to sand volleyball and tug of war. "It was incredible to see sponsors host challenges that reflected their businesses," says Shannon Gowen, Events & Programs Director at the Rochester Area Chamber of Commerce. "Kreofsky Building Supplies, for example, created a building block speed challenge where participants raced against the clock to construct creative structures. It added a fun, personalized touch to the event." With the rise in new technologies, the 2024 EduTech Outlook worked to connect the business community to education and tech innovation. New to the event this year was the addition of the technology keynote and the technology panel discussion. Keynote speaker Kendra Ramick, Customer Engineer at Google, along with technology panelists Brian Kronstedt from Boston Scientific and Robert Morreale from Mayo Clinic, provided valuable insights on how AI is reshaping both business and higher education. The Shop Local – Holiday Gift Guide , now in its third consecutive year, continued to highlight Chamber members’ holiday gift offerings. The 2024 guide featured 36 participants, showcasing a diverse array of options, including food and beverages, retail goods, non-profit donations, and services. The guide was promoted through the Chamber’s various channels, including email campaigns, social media, Advantage magazine, a billboard advertisement, and a press release.
EduTech Outlook Higher Education Leadership Panel
Lemonade Day
1,480 AMBASSADOR INTERACTIONS with members
Chamber Champions League
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YEAR IN REVIEW
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2024 By The Numbers
138 NEW MEMBERS in 2024 for a total of 1,219 members
MEMBERSHIP
951 SMALL BUSINESS MEMBERS making up 78% of our members
57 RIBBON CUTTINGS celebrating new members, grand openings, and other important milestones
EVENTS
110 EVENTS in 2024, an increase of 27 over 2023
11,448 ATTENDEES in 2024, an increase of 2,420 over 2023
81 E-NEWSLETTERS with 17 The Advocate's, 13 Resource Connect and 51 Weekly Update emails sent to 6,134 subscribers
MEMBER CONNECTIONS
12,698 FOLLOWERS throughout our social media channels
8,606 READERS of Advantage magazine
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YEAR IN REVIEW
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Workforce & Professional Development The Chamber continued to expand our workforce initiatives and programs in 2024. This includes the introduction of a new career experience program, Educator Industry Experience , which offers area educators and school administrators the chance to experience career
Business Development Exchange on Branding Best Practices
160 ACTIVE RYT NETWORK MEMBERS
opportunities with local employers. In 2024, six different employers shared what training looks like, gave site tours, and answered questions to help bridge the gap when students are asking questions about different career fields in the classroom.
"It was extremely helpful to learn about the different career options and pathways people took to get where they are today."
Educator Industry Experience with Benike Construction
35 AVERAGE ATTENDEES AT BDX SESSIONS
Our host employers appreciated the chance to talk with educators as they are preparing the next generation of employees, making it beneficial to both educators and employers. Educator participant and Director of Postsecondary Readiness at Rochester Public Schools, Heather Hogan says, “It was extremely helpful to learn about the different career options and pathways people took to get where they are today. I also appreciated the chance to deepen my knowledge about businesses in Rochester, and making connections.” Our 2024 STEAM Summit hosted at Rochester Community and Technical College further highlighted its commitment to workforce development by encouraging middle and high school students to explore careers in science, technology, engineering, art, and mathematics. This highly interactive, hands-on event connected nearly 2,500 students from 28 schools across Minnesota and Northern Iowa with 100 industry exhibitors, including health care, trades, technology, hospitality, and more. The Summit’s engaging format inspired students to consider the possibilities within STEAM fields.
Leadership Greater Rochester Session 9 Exploring Public Safety
RYT Network Industry Tour at the Rochester International Airport
RYT Network Workshop on Elevator Pitches
28 SCHOOLS AT STEAM SUMMIT
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Leadership Greater Rochester
Another key program is the RYT Network (Rochester Area Young Talent Network) launched in September 2023. The RYT Network provides a dynamic space for young professionals to build relationships and develop a sense of community in their professional lives. With 24 events held annually, including Speed Networking, Industry Tours, CEO Connections, Social Hours, and Workshops on topics like crafting an elevator pitch, the RYT Network ensures there’s something for everyone. The program also held a new professional development conference in 2024, the RYT Summit that featured a career pathway panel discussion, professional development workshops, and keynote speaker. In 2024, the program boasted 160 active members, an increase from 126 members in 2023. “Employers who support their employees’ participation point to the professional development opportunities as a major upside of the program. With about 80 percent of Chamber members being small businesses, not all are able to offer professional and career development opportunities on their own, the RYT Network can fill the void,” says Claire Henneman, Workforce Initiatives & RYT Network Director at the Chamber. The Business Development Exchange (BDX) event series continued to grow in 2024, connecting members with content experts to tackle employer goals and challenges. Covering topics like HR, budgeting, and marketing strategies, these sessions offered actionable insights that attendees could apply in their organizations. The Branding Best Practices panel drew record attendance with over 50 professionals, providing strategies for purposeful marketing, sustaining a competitive edge, and enhancing brand awareness.
Since 1987, the Chamber’s Leadership Greater Rochester (LGR) program has been inspiring and equipping community leaders to connect, grow, and make a lasting impact. In 2024, this premier 10-month leadership development program immersed 38 area professionals in sessions exploring topics such as economic development, workforce challenges, engaging with government, building a sustainable community, public safety, and the local arts scene. The LGR Class of 2024, which graduated in May, featured two Community Impact Projects: Communication Stations and Forest Bathing Mental Health Signs. The Communication Stations aims to enhance public spaces that allow for inclusivity, sharing, caring, connectivity, understanding, and reflecting, while showing empathy and compassion. Communication Stations are positioned in local parks, pools and schools to aid in helping nonverbal, disabled, and or hearing-impaired children and adults to communicate with their fellow classmates, family, friends, and teachers. Forest Bathing Mental Health Signs were placed in various locations throughout the region. Forest Bathing is a Japanese practice of immersing yourself in nature and the signs provide tips on interacting with nature, while practicing deep breathing, relaxation, meditating and other mental health practices.
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Advocacy A long-standing series presented by the Chamber, Eggs & Issues provides opportunities for member businesses to learn about and discuss the issues that impact their businesses and the community. The Chamber had a record-setting attendance in 2024 thanks to the popular topics featured. In June 2024, Eggs & Issues: The State of Public Safety discussed the state of public safety, innovative programs addressing workforce shortages, and preparations for the anticipated growth and development in Rochester. In September 2024, Eggs & Issues: From D.C. to Rochester included engaging conversations with Congressman Brad Finstad (MN- 01) and John Kirchner, VP of the Midwest Region, U.S. Chamber of Commerce. Attendees gained valuable policy updates and unique perspectives on federal issues impacting businesses and the region. “Eggs & Issues continues to serve as a vital platform for meaningful conversations on topics that shape our region's growth and prosperity. The strong attendance and engagement we saw in 2024 reflect our members' dedication to staying informed and involved in these critical discussions," notes Olivia Kloster, Policy & Communications Director with the Rochester Area Chamber of Commerce. Despite the 2024 legislative session ending without a bonding bill, significant successes were achieved at the state level. A major win was securing a phased funding transition for Rochester’s P-TECH program, avoiding the funding cliff created by changes to its funding structure in the 2023 legislative session. "This amendment, championed by the Chamber, ensures P-TECH receives the needed funds to continue to serve as a vital resource for preparing tomorrow’s workforce while benefiting students and businesses alike," says Jonathon Krull, Senior Director of Public Affairs & Leadership Development at the Chamber. Additionally, the Minnesota legislature passed licensure compacts for professions facing workforce shortages, including licensed professional counselors, dental hygienists, physician assistants, occupational therapists, physical therapists, and social workers. These compacts allow qualified professionals from neighboring states to practice in Minnesota, addressing critical workforce gaps.
Local Government Connect
Legislative Update
20 ADVOCATE EMAIL NEWSLETTERS sent in 2024
Olivia Kloster, Policy & Communications Director
112 AVERAGE ATTENDEES AT EGGS & ISSUES an increase of 48 over 2023
Eggs & Issues: From D.C. to Rochester
Eggs & Issues: Public Safety
YEAR IN REVIEW
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First launched in September 2023, The Advocate email newsletter has evolved over the year. This advocacy focused newsletter features information on the advocacy work of
time-sensitive issues. These enhancements have further strengthened the newsletter’s role in keeping businesses engaged with critical legislative developments.
the Chamber while also informing the business community of relevant news stories on the local, state, and federal level. It is sent out bi-weekly during the legislative session (January- May) and monthly outside of session. During the legislative session, The Advocate also features key bills and their
As part of the Chamber's expanding advocacy efforts, we welcomed Olivia Kloster as our new Policy & Communications Director. With a strong background in government relations, policy, communications, and media relations, Olivia plays a key role in strengthening the Chamber’s advocacy at the local, state, and federal levels. Her passion for policy and
"Eggs & Issues continues to serve as a vital platform for meaningful conversations on topics that shape our region's growth and prosperity. The strong attendance and engagement we saw in 2024 reflect our members' dedication to staying informed and involved in these critical discussions"
impacts on the business community. Notable additions last year included the bill tracking section, voter information, and the introduction of a special edition focused on
contributions help further our mission to support and advocate for businesses.
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YEAR IN REVIEW
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Key Initiatives
The Chamber launched its new website in late October 2024, featuring information and resources to empower local businesses, attract talent, and strengthen business advocacy throughout the Rochester community. The website now showcases the Rochester area through information, statistics, career opportunity resources, and an overview
of key industries to show that in Rochester we mean business. The “Ask a Local” section now provides newcomers with authentic insights from residents about life in Rochester, covering topics like housing, community involvement, and more. “We were excited to unveil our new website this year, which reflects our dedication to supporting the success of our members, local employers, and the Rochester region as a whole,” Ryan Parsons,
"We were excited to unveil our new website this year, which reflects our dedication to supporting the success of our members, local employers, and the Rochester region as a whole"
President of the Chamber says. “The platform was designed to serve as a valuable resource for both new and established businesses, organizations, and talent. It also advanced our business advocacy efforts by addressing key issues facing employers and highlighting Rochester as a thriving hub for businesses and talent alike.” In November, voters passed the Rochester Public Schools 2024 Ignite Student Learning Referendum , increasing per-pupil funding from $943 to $1,113 annually, generating $19.4 million each year over the next decade. “The approval of the Ignite Student Learning Referendum will equip Rochester Public Schools with the resources needed to meet educational needs of a growing Rochester and support career-readiness initiatives that can encourage student success," Parsons noted. Through this funding, Rochester Public Schools are equipped to support workforce programs like the Career and Technical Education Center at Heintz (CTECH) and the P-TECH programs, which prepare students for careers in fields such as nursing, IT, agriculture, and engineering. It also helps keep Rochester competitive by aligning per- pupil funding more closely with peer districts, ensuring that the district can meet the needs of a growing community while continuing to offer quality education. During the months leading up to the election, the Chamber advocated for the passage of the Ignite Student Learning Referendum. Efforts included hosting a public information session to highlight the funding’s
Linking Leaders & Industry with Custom Alarm
45 CANDIDATES attended the Chamber's Candidate Training Program
Linking Leaders & Industry with Rochester Motor Cars
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YEAR IN REVIEW
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1,500 ADDITIONAL
impact on Rochester’s future, sharing voter resources through the Chamber’s website, newsletter, and social media, and distributing educational materials. Over the past year, the Chamber elevated its advocacy initiatives, prioritizing stronger communication channels and fostering deeper connections with candidates and elected officials. Early in the year, we partnered with previous Olmsted County Commissioner Sheila Kiscaden to launch the Candidate Training Program . This three-part series helped 45 attendees explore running for office and equipped those who planned to run with resources and knowledge to assist in organizing their campaign. Over the course of the training attendees heard from current elected officials and covered topics such as crafting their messaging, information on filing deadlines, budgeting, campaign finance regulations, leveraging social media, and more. Building on this momentum, the Chamber introduced another initiative in the summer, Connecting Candidates and Commerce . This program fostered meaningful connections between the current or aspiring political leaders and the business community. Following the general election, the program was rebranded to Linking Leaders & Industry to align with the Chamber’s ongoing mission of connecting local, state, and federal elected officials with the businesses. Through tours of local businesses, elected officials heard directly about challenges, opportunities, and the impacts of policy decisions on their operations. The tours highlighted a diverse array of industries, including non- profits, hospitality, trade, and distribution, among others. In the fall, the Chamber partnered with the League of Women Voters and Post Bulletin to hold Candidate Forums for both the primary and general elections. These forums provided candidates with a platform to share their perspectives on key issues directly with voters. In addition to building on relationships with state leadership and local state delegation to advocate on behalf of the Rochester area business community, the Chamber held meetings with newly elected local officials to discuss legislative
WEBSITE VISITORS within the first month of launching the new website
Linking Leaders & Industry at Powers Ventures
priorities and pressing local issues. In fact, 56.7% of local candidates running for office in 2024 attended our Candidate Training Program, Connecting Candidates & Commerce, or met with us one-on-one. When breaking it down to winning candidates, the number increases to 60% that engaged.
Linking Leaders & Industry with the Boys and Girls Club of Rochester and Gift of Life Transplant House
Thank You The Chamber team is honored to serve the business community and talented workforce of our region. With diverse industries, a skilled workforce, strong partnerships, and exciting growth on the horizon, the Rochester area is truly a place of opportunity. Thank you to our members for your ongoing support
FEBRUARY 2025 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 13 and engagement! Through your support of the Chamber we will continue to develop and lead business community initiatives that will advance the Rochester region.
NICOLE HALEY, HALEY COMFORT SYSTEMS
CEO Profile
CEO Profile: Nicole Haley Taking an in-depth look at Haley's career path, progression, and achievements Tell us about your career path to becoming Marketing Manager at Haley Comfort Systems. I began my career journey in the customer service field. One of my initial roles during high school was at Haley Comfort Systems, where I welcomed customers and baked cookies! Throughout my high school and college years, I gained further customer service experience through waitressing and bartending. I attended St. Mary’s University, earning a degree in History/Social Science along with a minor in General Business. During a semester-long internship at a business law firm in Washington D.C., I acquired a wealth of knowledge about business and time management. After graduating in 2013, I joined the family business as a Branch Manager at our Hastings location. In just three years, we managed to triple the revenue at that site before selling it to consolidate into a single location in Rochester, MN. Once in Rochester, I transitioned to a more specialized role focused on sales and marketing management, while also contributing to the design and development of our current store! What experiences have had a significant impact in shaping you as a leader? Being thrust into a branch manager role immediately after college meant I had to jump in with both feet! I was responsible for managing every facet of our business from a remote location. As a young woman stepping in as the boss's daughter, I felt the need to work twice as hard to earn my place. I built a strong bond and mutual respect with my colleagues at our Hastings store, who taught me that anyone can become a leader if they possess passion and determination. This experience boosted my confidence as I transitioned into the larger Rochester market. During my time in Rochester, I have faced new challenges that pushed me to further hone my leadership skills. The diverse dynamics of a larger market and employee base required strategic thinking and adaptability. I engaged deeply with our team, learning all aspects of our business to contribute ideas for growth and improvement. What changes in trends and needs within the construction industry have you seen? The constant shift in style trends is always so fun to watch. One moment, gold is seen as undesirable, with everyone eager to remove it from their homes; the next, it becomes the trendiest element in the design industry. The fireplace industry has experienced significant changes in usability concerning heat output. Many individuals have chosen to utilize technology that regulates the heat from their fireplaces, while others have opted for an entirely different alternative, such as electric fireplaces. The HVAC industry has seen a significant shift towards more sustainable and energy-efficient solutions for heating and cooling homes, reflecting a strong demand for such options. The past few years have seen a significant emphasis
on air source heat pumps, along with the desire for more hybrid systems that provide the flexibility to heat using either gas or electricity within the same setup. How has Haley Comfort Systems evolved since its beginning to meet those changes to the industry? Haley’s has always aimed to be an industry leader. Our focus is on continuous learning and training from the top down. When new technologies or ideas emerge in the HVAC, fireplace, or lighting industry, we are among the first to adopt them. Although some customers prefer to stick with the familiar, we strive to equip ourselves with the knowledge necessary to present all potential solutions. We believe that consumers in our community are avid fact-finders, and we want to create an environment where they can learn alongside us. Over the past couple years, we have begun inviting external speakers to educate homeowners on various topics. These complimentary seminars have been extremely successful in enhancing homeowners' knowledge. As you look ahead to the future, what do you see as the outlook for the construction industry as well as for Haley Comfort Systems? Looking ahead, I am optimistic about the future of both the construction industry and Haley Comfort Systems. The growing emphasis on sustainability and efficiency presents exciting opportunities for innovation and expansion. At Haley’s, we are committed to staying at the forefront of these changes, continuously enhancing our services to better meet the needs of our customers and contribute positively to the environment. I am excited to lead our talented team as we navigate this dynamic landscape, confident that our dedication and forward-thinking approach will pave the way for continued success. To read more about Haley Comfort Systems, visit www.haleycomfort.com
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INSPIRED RETIREMENT PLANNING
Meet the Member
Meet the Member: Inspired Retirement Planning Each month, we learn from a Chamber member about their offerings, history, a unique fact, and their business outlook
Inspired Retirement Planning is a veteran owned, independent full service financial planning and wealth management firm that focuses on helping clients from Southeast Minnesota as well as across the country. We can accomplish this with a 5-member team that has over one hundred years of combined experience in the financial service industry.
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INSPIRED RETIREMENT PLANNING
Meet the Member
Q: Inspired Retirement Planning has been a member of the Rochester Area Chamber of Commerce since 1993. What do you find valuable in your membership to the organization? A: We have appreciated the Chamber being an advocate for the small business owner in our area. We have always felt the special attention that our group receives at the State Capitol is valuable and impactful. In addition, the many opportunities to network and foster relationships with our fellow Chamber members has always been meaningful and fun. Q: What is a unique fact people should know about Inspired Retirement Planning? A: Often a question is asked, "Who do you work for?" As an Independent Financial Advisor, holding the Certified Financial Planner designation (CFP ® ) and thus acting as a Fiduciary, Dana will reply "I work for my clients, not a particular company." One of our driving missions is that we help our clients regardless of financial circumstances. We feel it is our privilege to be able to serve others in the field that we are in, period. A: With millions of retirees every year, our organization and industry are staying extremely busy. We will often challenge our clients in our retirement planning meetings with "what's your next step?" Retirement is a journey, not a destination, and it is our view that we want our clients to be engaged with their family and community before and after retirement, maybe even becoming involved with the Rochester Chamber of Commerce. Q: What is the outlook for your organization and industry?
Financial planning is about more than just managing money—it’s about securing your future and achieving peace of mind. Inspired Retirement Planning, a veteran- owned, independent firm, has been helping clients navigate their financial journeys for decades. With a focus on retirement considerations and a comprehensive approach to taxes, insurance, and overall financial health, their dedicated team brings over a century of combined experience to the table. We spoke with Dana Basballe, Certified Financial Planner of Inspired Retirement Planning to learn more. A : Inspired Retirement Planning is a veteran owned, independent full service financial planning and wealth management firm that focuses on helping clients from Southeast Minnesota as well as across the country. We do this by reviewing a client’s tax situation, insurance coverage and overall financial situation, placing a special focus on our clients and their retirement considerations. We can accomplish this with a 5-member team that has over one hundred years of combined experience in the financial service industry and two locations, one on West Circle Drive in Rochester and the other in Plainview. Q: Tell us about Inspired Retirement Planning. What does your organization offer to the Rochester region? Q: How did it start for Inspired Retirement Planning? A: Inspired Retirement Planning's roots go back to 1985, when Paul Basballe began his career with Waddell and Reed. Looking to move away from a restrictive investment and insurance environment and start his own firm, he decided to become an independent advisor with a firm which would become today's LPL. In 1991, he continued to be an investment advisor and he and a business partner began their supervision of other Financial Advisors with a firm called Advisors Group. Paul continued to be a Certified Financial Planner (CFP ® ) with Advisors Group until 2016 when he decided to sell his business to his eldest son, Dana and began to retire. In 2019, Dana decided that a rebranding was needed as we began to focus more on pre-retirees and retirees and their overall financial journey.
To learn more about Inspired Retirement Planning, visit www.inspiremyretirement.com.
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UPCOMING CHAMBER EVENTS
Chamber News
AM Espresso is a monthly morning structured networking event. Come expand your network, promote your business, and enjoy a delicious breakfast and refreshments. This monthly event represents an excellent opportunity to reach business professionals in a variety of sectors.
FEBRUARY HOST
MARCH HOST
In February, join us at the History Center of Olmsted County! The Olmsted County Historical Society dba History Center of Olmsted County is an independent, not-for-profit 501(c)(3) organization governed by members via a Board of Director. Together, with their enthusiastic volunteers, provide presentations, educational and outreach programs, special events, museum exhibits, and more. They currently own and operate two historic buildings and two historic farmsteads in addition to operating seasonal tours of the Mayowood Historic Home.
In March, join us at SPARK - The Children's Museum! SPARK offers people of all ages the opportunity to learn about the world, each other and local environments through hands-on, inquiry-based exploration and play. Date: Friday, March 7, 2025 Time: 7:30am-9:00am Location: SPARK - The Children's Museum, Apache Mall, 1201 12th St SW, Suite 632, Rochester Admission: Free, registration requested
Register by scanning or visiting: https://bit.ly/4h1jcYX
Date: Friday, February 7, 2025 Time: 7:30am-9:00am Location: History Center of Olmsted County, 1195 West Circle Drive SW, Rochester Admission: Free, registration requested
Register by scanning or visiting: https://bit.ly/3Pkgi5V
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UPCOMING CHAMBER EVENTS
Chamber News
Join us for Business After Hours, a monthly event to network and build valuable business relationships. Enjoy delicious food and drinks while connecting with a variety of businesses operating in the greater Rochester area. This event is a great opportunity to increase your organization’s visibility and generate productive business leads.
FEBRUARY HOSTS
MARCH HOST
In February, join us at Chip Shots with Minnesota 97.5! Broadcasting today's greatest hits, KNXR is one of the top commercial FM radio station's in Rochester, Minnesota. Chip Shots is where hangouts run into simulation sports. Where cornhole competitors cross paths with pickleball fanatics and golf pros watch football next to families. It's 10,000 square feet where we can escape Minnesota's anti- socialization climate together!
In March, join us at 125 LIVE! 125 LIVE is a social and fitness facility for anyone 18 years and older. They provide a wide variety of physical, social, and intellectual opportunities to engage our community’s minds and bodies. Through extensive programming, fitness amenities, gathering spaces, and personal health resources, 125 LIVE provides opportunities for all adults to embark on their journey to “aging successfully.” Date: Thursday, March 13, 2025 Time: 4:30pm-6:30pm Location: 125 LIVE, 125 Elton Hills Dr. NW, Rochester Admission: Free, registration requested Register by scanning or visiting: https://bit.ly/407bvtM
Date: Thursday, February 20, 2025 Time: 4:30pm-6:30pm Location: Chip Shots,
3708 N Broadway Ave, Suite 140, Rochester Admission: Free, registration requested
Register by scanning or visiting: https://bit.ly/3PliA4P
FEBRUARY 2025 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 19
UPCOMING CHAMBER EVENTS
Chamber News
Develop relationships within this supportive group of women leaders who meet the third Friday morning of each month. The Women’s Roundtable provides a small, safe environment for women to: practice and refine skills, discuss challenges specific to women in positions of leadership, learn together and empower each other to take risks. Join us for a fun, engaging program driven by the needs of the group. Dates: Friday, February 21 and March 21, 2025 Time: 7:30am-9:00am Location: Rochester Area Chamber of Commerce, Conference Room, 220 S Broadway, Suite 100, Rochester Admission: Free, registration required Register by scanning or visiting: https://bit.ly/40UL8Xi
Are you a new member of the Rochester Area Chamber of Commerce, or a long-time member needing a refresh? Join us for our Chamber 101 event in the Rochester Chamber Conference Room on Wednesday, March 19th from 3:30pm- 4:30pm. This event will help educate you on your membership and highlight the resources and tools that we provide to help you meet your business goals and objectives! Snacks, refreshments, and door prizes will be provided. We look forward to seeing you there! Dates: Wednesday, March 19, 2025 Time: 3:30pm-4:30pm Location: Rochester Area Chamber of Commerce, Conference Room, 220 S Broadway, Suite 100, Rochester Admission: Free, registration required Register by scanning or visiting: https://bit.ly/4g0r5Ns
Event Presenting Sponsor
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UPCOMING CHAMBER EVENTS
Chamber News
Lights, Camera, Action! An Evening of Celebration Awaits Don’t miss the biggest business celebration of the year at Annual Celebration, featuring interactive game show entertainment and more
Mic Drop Entertainment is bringing their high-energy, interactive game show experience to our Annual Celebration!
You are cordially invited to join the Rochester Area Chamber of Commerce for a night at the cinema on Thursday, February 27, 2025, as we roll out the red carpet for our Annual Celebration! This glamorous event will celebrate the success and growth of the business community in the Rochester region. Join us for an evening of celebration, networking and game show entertainment! Location: Mayo Civic Center, 30 Civic Center Dr SE, Rochester Admission: $90 for members, $110 for general admission, registration required by Friday, February 14 Register by scanning or visiting: https://bit.ly/4d1uXMZ Date: Thursday, February 27, 2025 Time: 5:30pm-8:45pm
AGENDA •5:30pm-6:00pm: Networking and Introduction •6:15pm: Program, Dinner and Entertainment •8:00pm: Networking
ABOUT THE ENTERTAINMENT Mic Drop Entertainment's game shows are fun and interactive experiences. They have entertained brands like Twitter, TikTok, Nike, Yahoo, Verizon and many more! So what are you waiting for...let's play at Annual Celebration!
THANK YOU TO OUR EVENT SPONSORS View the full list of event sponsors for Annual Celebration on page 23.
FEBRUARY 2025 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 21
THE ROCHESTER AREA CHAMBER OF COMMERCE CORDIALLY INVITES YOU TO A NIGHT AT THE CINEMA AS WE ROLL OUT THE RED CARPET FOR OUR
A GLAMOROUS EVENING OF CELEBRATION, NETWORKING & GAME SHOW ENTERTAINMENT
22 | ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE — FEBRUARY 2025
EVENT SPONSORS
PRESENTING SPONSOR
GOLD SPONSOR
RECEPTION SPONSOR
PRODUCTION SPONSOR
SILVER SPONSOR
BRONZE SPONSOR
ISG | Minnesota Energy Resources | Weis Builders, Inc.
TABLE SPONSOR
125 LIVE | Alerus bank | Altra Federal Credit Union | Associated Bank | Benike Construction CRW architecture + design group | Data Smart | DBS Group | Destination Medical Center | Dunlap & Seeger Eagle Rock Bank | Gilbane Building Company | Hawkins Ash CPAs | Heyn Brothers | HGA | Hy-Vee | IBM Kahler Hospitality Group | KIMT-TV | KNXR - MN 97.5 | Lemke Pest Control | Marine Credit Union | MBT Bank McGough Construction | Minnwest Bank | North Rock Hospitality Group | People’s Energy Cooperative PossAbilities | Post Bulletin | Premier Bank | Reagan Outdoor Advertising Rochester Community and Technical College | Rochester Golf & Country Club Rochester International Airport | Rochester Title | RSP Architects | SEH Thrivent Emerald Financial Group | Timeout Behavior Coaching | Townsquare Media Treasure Island | US Bank | Weather Shield Home Experts | Widseth | Winona State University Workforce Development, Inc. | WSB
FEBRUARY 2025 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 23
UPCOMING CHAMBER EVENTS
Chamber News
Join Rochester representatives from the City, the County, the Parks Department, and the Public Schools to learn about their upcoming 2025 initiatives, challenges, and priorities during Local Government Connect! This event is a great opportunity to connect with Rochester leadership for insight into the initiatives impacting our local business community.
The Day at the Capitol brings together business and community leaders to share the voice of business in the Rochester region. Featuring legislators from both the Rochester delegation and throughout the state, Chamber members can share the issues impacting their business directly with those making the decisions in St. Paul.
AGENDA (subject to change) • Local Delegation Welcome • State Leadership Remarks • Legislator Meetings • Social
AGENDA • Olmsted County Update • Rochester Public Schools Update • City of Rochester Parks Department Update • City of Rochester Update • Panel Discussion
Date: Monday, April 7, 2025 Time: 10:30am-6:00pm
Meetings Location: L'Etoile du Nord Vault Room B15 Minnesota State Capitol, 75 Rev. Dr. Martin Luther King Jr. Blvd., St. Paul Admission: $140 for members, $200 for general admission, registration is required by Monday, March 24 and space is limited
Date, time, and location will be announced soon!
View our event calendar by scanning or visiting: https://bit.ly/40UL8Xi
Event Sponsors
Register by scanning or visiting: https://bit.ly/3Pww3H6
PRESENTING
GOLD
Event Sponsors
Architecture Engineering Planning
PRESENTING
PRODUCTION
SILVER
GOLD
TRAVEL
TABLE Charter Communications
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UPCOMING CHAMBER EVENTS
Chamber News
LEGISLATIVE UPDATE
The annual Legislative Update provides a closer look at the Minnesota legislative session, focusing on critical issues affecting area businesses. With perspectives from local legislators and policy experts, this event connects Chamber members directly with decision-makers in St. Paul for informed discussions and meaningful dialogue.
Event Sponsors PRESENTING
AGENDA • Legislative Panel Discussion
• Senator Liz Boldon, District 25, Minnesota Senate • Senator Carla Nelson, District 24, Minnesota Senate • To Be Announced Panel
Additional panelists to be announced. Agenda subject to change.
GOLD
Date: Thursday, April 17, 2025 Time: 11:30am-1:00pm Location: The Hilton Rochester Mayo Clinic Area 10 E Center St., Rochester Admission: $50 for members, $65 for general admission, registration required by Wednesday, April 2 Register by scanning or visiting: https://bit.ly/4jpkKye
TM PHARMACEUTICAL SPECIALTIES, INC.
PRODUCTION
SILVER
TABLE Fernbrook Family Center Hawkins Ash CPAs PossAbilities of Southern Minnesota, Inc. Rochester Community and Technical College Rochester Motor Cars RSP Architects
OCTOBER 2024 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 25
Tee-rific Times Await! The Chamber's un-fore-gettable Annual Golf Outing registration opens February 11
The Annual Chamber Golf Outing will take place on Monday, June 16th at the beautiful Rochester Golf & Country Club! Gather your team of four and register for this premier event. The day will be filled with great networking, good food and exciting golf. The team with the lowest score will be awarded the President’s Cup.
AGENDA • Registration: 9:30am - 11:00am • Shotgun Start: 11:00am • Dinner and Awards: 5:00pm - 7:00pm
Date: Monday, June 16, 2025 Time: 9:30am-7:00pm
Location: Rochester Golf & Country Club, 3100 Country Club Road SW, Rochester Admission: Registration required and opens February 11th. Space is limited, and teams often sell out quickly, so don’t forget to mark your calendars!
Team Golf Rate: $840 $800 for early birds registered by March 31 Individual Golf Rate: $210 $200 for early birds registered by March 31 Learn more by scanning or visiting: https://bit.ly/4a11J0x
Interested in becoming a sponsor? Contact Shannon Gowen at sgowen@rochestermnchamber.com
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Event Sponsors
PRESENTING
EAGLE
BIRDIE
CART
DRINK CART
HAZARD
MULLIGAN
PUTTING GREEN
DRIVING RANGE
TEE PRIZE
HOLE
Altra Federal Credit Union CLA Custom Alarm
F & M Community Bank GPC Beverages KNXR - Minnesota 97.5 Kreofsky Building Supplies McCaren Designs
North Rock Hospitality Group Olmsted Medical Center Premier Bank Minnesota Reagan Outdoor Advertising Short Elliott Hendrickson, Inc.
ServPro of Rochester St. James Hotel Think Bank Weller Brothers Landscaping
DBS Group, LLC Eagle Rock Bank
FEBRUARY 2025 — ROCHESTER AREA CHAMBER OF COMMERCE ADVANTAGE MAGAZINE | 27
UPCOMING CHAMBER EVENTS Calendar of Events View and register for all Chamber events at www.rochestermnchamber.com/events FEBRUARY 4 Economic Summit Time: 7:30am-11:00am Location: Mayo Civic Center
APRIL 4 AM Espresso - United Way of Olmsted County Time: 7:30am-9:00am Location: United Way of Olmsted County 7 Day at the Capitol Time: 10:30am-7:30pm Location: Minnesota State Capitol 17 Legislative Update Time: 11:30am-1:00pm Location: The Hilton Rochester Mayo Clinic Area
JUNE 6 AM Espresso - Wood Lake Meeting Center Time: 7:30am-9:00am Location: Wood Lake Meeting Center 7 Lemonade Day Location: Byron, Rochester, Stewartville, MN 16 Annual Golf Outing Time: 9:30am-7:00pm Location: Rochester Golf and Country Club 19 Business After Hours - AAA Minnesota/Iowa Time: 4:30pm-6:30pm Location: AAA Minnesota/Iowa 20 Women's Roundtable Time : 7:30am-9:00am Location: Rochester Area Chamber of Commerce JULY 11 AM Espresso - University of Minnesota Rochester Time: 7:30am-9:00am Location: University of Minnesota Rochester 18 Women's Roundtable Time : 7:30am-9:00am Location: Rochester Area Chamber of Commerce 24 Business After Hours - X-Golf Rochester Time : 4:30pm-6:30pm Location: X-Golf Rochester
7 AM Espresso - History Center of Olmsted County Time : 7:30am-9:00am Location: History Center of Olmsted County 20 Business After Hours - Chip Shots and MN 97.5 21 Women's Roundtable Time : 7:30am-9:00am Location: Rochester Area Chamber of Commerce 27 Annual Celebration Time : 5:30pm-8:45pm Location: Mayo Civic Center MARCH 7 AM Espresso - SPARK Children’s Museum Time: 7:30am-9:00am Location: SPARK Children’s Museum Time : 4:30pm-6:30pm Location: Chip Shots 13 Business After Hours - 125 LIVE Time: 4:30pm-6:30pm Location: 125 LIVE 19 Chamber 101 Time: 3:30pm-4:30pm Location: Rochester Area Chamber of Commerce 21 Women's Roundtable Time : 7:30am-9:00am Location: Rochester Area Chamber of Commerce
17 Business After Hours - PossAbilities
Time: 4:30pm-6:30pm Location: PossAbilities
18 Women's Roundtable Time : 7:30am-9:00am Location: Rochester Area Chamber of Commerce MAY 2 AM Espresso - Empire Event Center and MN 97.5 Time: 7:30am-9:00am Location: Empire Event Center 15 Business After Hours - Haley Comfort Systems Time: 4:30pm-6:30pm Location: Haley Comfort Systems 16 Women's Roundtable Time : 7:30am-9:00am Location: Rochester Area Chamber of Commerce
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