Industry Conference - Virtual Only

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Event Details

Wednesday, September 15 – Thursday, September 16, 2021

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


Facility Pending

Webcast Only

Field of Study

  • Accounting
  • Behavioral Ethics
  • Specialized Knowledge

CPE Credit

16 hours CPE credit

Course Code


Level of Knowledge



Montana Society of CPAs





All materials will be electronic only
Flex Credits Do Not Apply to this Course

See the full brochure and session descriptions here.

Wednesday, September 15

  • Opening Keynote: Return of the Economist - Anirban Basu
    There is light at the end of the tunnel.  Is it coming from an oncoming train?  This presentation supplies economic data and analysis juxtaposing the pre-pandemic and pandemic world, and then supplies a forecast for the post-pandemic one.  Among the areas of focus are labor markets, financial markets, real estate, construction, consumer spending, business investment, international trade and government finances.
  • Technology Update - Security, Tommy Stephens, K2 Enterprises
  • Audits: What Are They Looking For - Edie Hanson, Eide Bailly LLP
  • Next Generation Excel Reporting - Tommy Stephens, K2 Enterprises
  • HR Update - John Cummings, Anderson ZurMuehlen & Co PC
  • Superhero Seeks Sanity - Karen McNenney
    How do you deal with difficult days, overwhelming workload, and cranky people? Wouldn’t it be nice to have some super powers? This humorous and poignant presentation brings to life the paradox and struggles often found in the world of work.  Learn how to balance the passion and commitment you bring to your work, while protecting your sanity and health.  Karen will share her top superhero strategies to help you move from burn out to burn bright (no cape required)

Thursday, September 16

  • Breaking Up is Hard to Do - Karen McNenny
    How to navigate the blessing and burden of necessary endings, while maintaining your sanity in a landscape of uncertainty.
    We need to have the hard conversation about having hard conversations. Ending employee relationships can be a complex mix of relief and grief. Regardless of the outcome, most of us struggle with #1: the decision and #2: the conversation. Together we will identify your decision-making criteria and what stands in the way of taking action. We will also outline an approach that allows for dismissal with dignity. Looking at the grief cycle as it applies to our professional life and this era of loss, scarcity and uncertainty will be very helpful. These skills not only apply to staff reductions but also to the loss of the work environment we used to know and changes in policy, procedure and expectations. Don’t let necessary endings get in the way of innovation and new beginnings.
  • The New CPA Evolution - Allen Lloyd, MSCPA
  • Legislative Update - Allen Lloyd, MSCPA
  • Managing Your Board & Beyond - Sara Smith, ALPS Corporation; Carrie Faulhaber, Beartooth Group; and more to come
    Best Practices
  • Ethics - Organized Psychopaths: Who Are They? What Can be Done about Them - Brian Steverson, Gonzaga University

Designed For


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