Industry Conference

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Event Details

Wednesday, March 21 – Thursday, March 22, 2018

8:00am – 4:30pm
(Registration: 7:30am)


Best Western Great Northern Hotel

835 Great Northern Blvd

Helena, MT 59601


CPE Credit

17 hours CPE credit

Course Code


Level of Knowledge



Montana Society of CPAs





The Future is NOW!

Click here to view the Industry Brochure for more information.

Topics that we are working on:

  • Get Ready for the Fast Future: Why Anticipation is the Must-Have Skill of Tomorrow - Bill Sheridan, CAE, Maryland Society of CPAs
    The business environment of tomorrow will be characterized by “unprecedented, massive and highly accelerated change,” according to the AICPA. Not surprisingly, clients are demanding that their CPAs and accountants help them deal with that change by providing future-focused, proactive business advice — but only 8 percent of CPAs say they are future-ready and even fewer say they have the time to become so. This session will examine the trends that are impacting our profession and offer five steps that CPAs and accountants can take to become future-ready.
  • Cybersescurity: Staying Safe in an Unsafe World - Mike Sangray, Anderson ZurMuehlen PC
    Is your company protected against and prepared for the ever-changing cyber threats facing you today? This session will cover current cybersecurity industry happenings as well as help you understand how to best address cybersecurity issues including implementing a comprehensive cybersecurity risk management program. Quality cybersecurity is not just about having the best firewall or antivirus. It is about having a holistic understanding of your IT environment and business operations, and keeping them safe.
  • Lean Accounting - Jim Mourich, CPA, MasterLube and Dale Detrick
    You’ll begin a journey with these 2-sessions:
    -- You’ll do a little homework first (read a short book) - Real Numbers by Jean Cunningham and Orest Fiume (must read before attending).
    -- Attending the 1st session, Jim will share with you some of his Lean Accounting experience and understanding of the book (the WHY of Lean Accounting).
    -- Finally, participating in the 2nd session, Jim will share some WHAT and HOW examples to help you implement Lean Accounting in any business. This is a roundtable, participative session where you'll be able to ask all the questions you need answered.Once infected with the changed thinking of Lean Accounting, Jim's goal is that your Lean Journey never ends.
  • FASB Update on Lease Accounting - Angela Murdo, Anderson ZurMuehlen & Co PC
    With the new Lease Accounting standard effective starting in 2018, early planning is key.  We will review the new standard and how it applies to existing leases along with how it will affect future leases after it takes effect.  This class will run through examples to help clarify the accounting of this new standard.
  • Federal Tax Update & Emerging Issues - Suzanne Severin, CPA, Anderson ZurMuehlen & Co PC
    What are the current tax laws for 2017 and changes that that will affect 2018?  Attend this session to learn the latest on the key areas of tax reform and changes made in the tax structure that will affect both businesses and individuals.
  • Panel - If It's Not Broken, Don't Fix It - But It Is Broken - Josh Herbold, U of M (moderator); Gabbye Rector, North 40 Outfitters; Sara Smith, ALPS Corporation; Rick Eneas, Montana & Idaho CDC; Carrie Jensen, Talcott Construction
    Have you ever thought, there has to be a better way? With today’s technology, there probably is. We have put together a diverse panel consisting of companies that have implemented new processes, procedures and software to help streamline daily activities. Listen to the panel’s past experiences and discuss the decisions they made to harness technology in order to make their jobs more efficient and effective.
  • Book Club - Death by Meeting by Patrick Lencioni (you must read the book to attend)
    Casey McDaniel had never been so nervous in his life. In just ten minutes, The Meeting, as it would forever be known, would begin. Casey had every reason to believe that his performance over the next two hours would determine the fate of his career, his financial future, and the company he had built from scratch.
    You can purchase the book from Amazon or your local book store.
  • What is the Economic Data Telling Us About the Future of Economic Growth? - Steve Scranton, Washington Trust Bank
    With consumer and business confidence near record highs, is the light at the end of the economic tunnel finally the light showing us the way to faster economic growth or the light of the recession freight train rolling towards us? Unfortunately, with the growth of technology and social media, conference participants are being bombarded with data on a daily basis. The challenge is to convert the flood of data into usable information that can help answer the question above. This course will provide “plain English” insight into what the economic data is telling us regarding the rewards and risks facing the national and regional economies over the next 12 months. 
    The goal of the session is twofold:
    -- Provide you with useful information that you can use to complement your strategic plan and
    -- Stimulate your thought process to consider what the information may mean for yourself, your business and your clients.
  • PowerBI/Dashboards - Tommy Stephens, K2 Enterprises
    It’s time to improve financial and operational reporting and one of the best tools available for doing this is Microsoft’s Power BI. Using Power BI, you can create compelling and dynamic dashboards that truly help everyone on the team to understand the real meaning behind the numbers and in this session, you will learn how to do just that. Incorporating a hands-on approach, in this session you will learn how you can create and publish meaningful dashboard reports in just a matter of minutes and, in the process of doing so, revolutionize reporting processes in your organization. For maximum benefit, participants are encouraged to bring their laptops with Microsoft Power BI pre-loaded; demonstration files will be provided.
  • Technology Update - Tommy Stephens, K2 Enterprises
    What has changed in technology that would benefit my organization? What does the future of technology hold? How can I take better advantage of tools I already own? What changes in hardware and software should I incorporate into my plans? How do I strengthen security in my organization? Get answers to these questions and gain insights on long-term strategic choices and short-term technology tactics to maximize your ROI by participating in this fast-paced and always popular session.
  • Personal Leadership Skills for Work & Personal - Jim Lindell, Thorsten Consulting Group Inc
    Learn tools and techniques to Increase your leadership skills and improve your effectiveness at work and at home!
  • Increasing Employee Engagement for Improved Profits & Culture - Jim Lindell, Thorsten Consulting Group Inc
    Per Gallup approximately 35% of all employees are engaged at work.  Learn how to increase employee engagement which will result in better productivity, higher morale and improved profitability.
  • Unethical Behavior in the Digital Age: Who's to Blame - Tommy Stephens, K2 Enterprises
    Are we enablers of unethical behavior in the digital age, or just unwitting victims? There is no doubt that technology affects our decisions and, in some cases, facilitates unethical behavior by those who predisposed to making unethical decisions. From pirating intellectual property to recording fraudulent accounting transactions, the opportunities to engage in unethical behavior abound. In this session, you will learn through real-world examples the role that technology plays in affecting our collective willingness to do the right thing.


MSCPA Legacy Foundation
Montana State Fund
Wipfli LLP


PayneWest Insurance
PineCove Consutling
J & H Inc

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