Industry Conference

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Event Details

Wednesday, March 20 – Thursday, March 21, 2019

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


Best Western Great Northern Hotel

835 Great Northern Blvd

Helena, MT 59601


Field of Study

  • Accounting
  • Behavioral Ethics
  • Specialized Knowledge

CPE Credit

17 hours CPE credit

Course Code


Level of Knowledge



Montana Society of CPAs





Materials for this conference will only be available in electronic form.

See the full brochure here.

Things Change: Evolve Forward

Day 1

  • Back by popular demand - Anirban Basu - Economist - To All the Economists I've Loved
    This presentation provides detailed discussions of global, national and regional economies using the most up-to-date data available. Special attention is invested in critical elements of economic life, including the performance of financial, labor and real estate markets. SPONSORED by MSCPA Legacy Foundation
  • Have You Planned for Your Departure - Daniel Trost, DA Davidson, Cody Kirk, DA Davidson & Kelby Fischer, Attorney
    A recent industry survey shows that more than 60% of small business owners expect a transition of ownership or leadership within the next 10 years, but nearly half of those surveyed have no succession plan at all.  What’s more, less than a third of family businesses survive the transition to the next generation.  Please join us while we discuss some of the most important things to consider during the succession planning process and some ways to maximize your chances of a successful outcome.
  • Impact of the New (Current) Tax Law on Industry in MT - Dick Shull, CPA, Wipfli LLP & Jenny Clark, CPA, Wipfli LLP
    This seminar will provide a deep dive into four of the major changes of the Tax Cuts and Jobs Act (TCJA) that affect businesses, including the Section 199A qualified business income deduction, the 30% business interest limitation, tax strategies and planning of C versus S Corporation status,  and changes to accounting methods. 
  • The Game of Risk: Avoid, Mitigate, Transfer, Accept – Which One is Right? - Andy Tucknott, PayneWest Insurance, Dan Trost, DA Davidson & Paul Delaney, CPA, Embark Credit Union
    In the game of risk how do you know the right option, which way do you go? Listen to 3-panelists representing Banking, Insurance and Investment talk about the changes they are seeing in the industries and major changes relevant to Montana.
  • Internal Controls for Small Business - Angela Murdo, CPA, Anderson ZurMuehlen & Co PC
    As a small business, internal controls can seem impossible at times. How do you split controls throughout the office with limited staff? We will help you determine ways to have good controls in place, even in a business of 2-3 employees, giving you piece of mind.
  • Run Lock Fight: Response to an Active Shooter - Officer Noal Petty, Helena Police Department
    Recent national tragedies remind us that the risk is real: an active shooter incident can happen in any place at any time. The best ways to make sure you and your coworkers stay safe are to prepare ahead of time and be ready. Taking a few steps now and mentally rehearsing what to do can help you react quickly when every second counts. No single response fits all active shooter situations; however, making sure each individual knows his or her options for response and can react decisively will save valuable time. If you hear shots fired or if you witness an armed person shooting or threatening people (active shooter): Immediately choose the best way to protect your life; very quickly, make your best determination of what is occurring and which of the options below will provide the greatest degree of security for you employing the “RUN, LOCK, or FIGHT” protocol.
  • Stay for the Social - enjoy a couple free drinks and some great hors d'oeurves - SPONSORED by Wipfli LLP

Day 2

  • Book Club: Finding Funny Fast by Jan McInnis
    If you've ever thought about using humor in a speech, sales letter or even casual conversation but stopped because you had no idea where to start looking for the funny or were overwhelmed by the thought of spending hours crafting a joke, then this book is for you! Jan steps you through the ways she writes humor fast for herself and her clients. Humor is the best way to make your communications memorable, connect with employees and coworkers immediately, keep people interested in what you have to say, sell a product or service and diffuse tense situations. Become more effective with everyone you're communicating with by using humor now! Buy it from Amazon and remember use Amazon Smile and donate to the MSCPA Legacy Foundation. Click here to view on Amazon.
  • Keynote: Finding Funny in Change - Jan McInnis - click to hear a message from Jan
    Whether it’s going green or the myriad of new rules that govern the industry, we are constantly reacting to a new playing field.  From reform to the new industry rules and regulations that are being developed, professionals are routinely having to reassess and re-evaluate their practices. And all of this change causes fear, tension and miscommunication! Jan combines her hilarious comedy with practical tips on dealing with change through using humor.
  • Extending the Power Pivot with Data Analysis Expressions (DAX) - Tommy Stephens, CPA, K2 Enterprises LLC
    Power Pivot opens a whole new world of Excel-based data summaries and analyses and those who understand how to create formulas based on Data Analysis Expressions (DAX) will be able to create even more powerful reports. DAX is a set of over 200 functions that are unique to Power Pivot and allow you to add such items as key performance indicators, date and time intelligence, calculated columns, and explicit measures to your Power Pivot-based PivotTables. If you’re interested in leveraging PivotTables more than ever, this is a must-see session.
  • Flourishing in Failure: Managing Mistakes Like a Comedian - Jan McInnis
    Nobody tries to fail, but sometimes things go “not as planned,” and recovery is rough. Comedians know this more than anyone because they have a very high profile job. And when they flub up, or something goes wrong, it needs to be fixed fast and on the spot. Jan gives tips on how to handle, avoid and move through these situations. Don’t let mistakes and mishaps hinder future success!
  • Tools for Mastering Lease Accounting & Revenue Recognition - Tommy Stephens, CPA, K2 Enterprises LLC
    Recent changes to generally accepted accounting principles mean that many accounting and financial professionals are facing new challenges in the areas of lease accounting and revenue recognition. In this session, you will learn what those new challenges are and what tools are available to help you quickly adapt to the new standards and solve many of the transition tools. Additionally, you will walk away from this session with Excel templates that you can put to use right away to help you solve your lease accounting and revenue recognition issues.
  • Studs, Duds & Slugs: Evaluating Personnel in a Digital Age - Bret Hood, 21st Century Learning & Consulting
    With high, mid, and low level performing employees, how does a leader motivate them? In this class, the participants discuss different ways to deal with the diverse skill sets and motivations of their own employees.
  • Closing Keynote: Willful Blindness: Why We Fail To See What We Need To See (Ethics) - Bret Hood, 21st Century Learning & Consulting
    Does your position in the organizational hierarchy affect your ethical decision-making process?  How much does your self-esteem and self-confidence affect your willingness to go along with or go against unethical acts? In this course, you will discuss remedies to how your brain alters, transforms and completely ignores relevant facts so that you can do what you want instead of what you need to do.

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