Overview

Two days filled with CPE focused on the needs of CPAs working in business and industry. There is also a Roundtable/Social for all attendees on Wednesday evening where we discuss industry hot topics. Cocktails, snacks and socializing!

Wednesday, March 26 – 8:00am – 6:30pm (includes Roundtable/Social)
Great Northern Hotel, Helena

• How to Disagree Without Being Disagreeable – Chantel Shieffer, True North Leadership
• Forecasting & Analysis – Steve Fawcett, Stockman Bank
• The Art of Financial Story Telling – Jim Lindell, Thorsten Consulting

Thursday, March 27 – 8:00am – 4:20pm
Great Northern Hotel, Helena

• Legislative Session Update – Allen Lloyd, MTCPA Executive Director
• Banking Security – Patrick Dix, Shazam
• Tommy Stephens of K2 Enterprises – Topics TBD

All materials will be electronic only – available in your portal account – up to 5 days before the event.

This is the LIVE option. Virtual option also available – find under the ‘MTCPA Webcasts‘ tab in main CPE menu.

Highlights

Two days of tailored CPE for CPAs in business and industry! Join us for expert-led sessions addressing your unique professional needs. Plus, don’t miss the Wednesday evening Roundtable Social—an engaging mix of industry hot topics, cocktails, snacks, and networking!