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Industry Conference - In Person

Wednesday, March 22 8:00am - Thursday, March 23 4:00pm

(Check-In 7:30am)

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Best Western Great Northern Hotel

835 Great Northern Blvd
Helena, MT 59601

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17.00 Credits

Member Price $500.00

Price will increase by $100 after 3/1

Non-Member Price $600.00

Price will increase by $100 after 3/1

Overview

All materials will be electronic only

Wednesday, March 22 - 8:00am - 7:00pm (includes social)

  • Opening Keynote: Economics Update - Dr. Mellisa Weddell
  • Legislative Update - Allen Lloyd  
  • Excel Tips And New Features Everyone Should Know - Tommy Stephens, K2 Enterprises 
    Features appearing in newer versions of Excel that yesterday’s spreadsheet practices are outdated and inefficient. Rather, new options exist for improving efficiency, productivity, and accuracy when working with Excel, and in this session, you will learn how to put these features to use.To illustrate, dynamic arrays should forever change how you construct formulas – ALL formulas! Likewise, new functions like XLOOKUP and XMATCH offer unparalleled power and ease of use. And the ability to integrate Excel with other tools has never been greater. Take advantage of this session to learn how to get more from Excel than you may have thought possible.
  • Convergence Coaching - TBD Session 1  
  • Automating Accounting Functions For Improved Efficiency And Control - Tommy Stephens, K2 Enterprises
    Labor shortages continue to force organizations of all types and sizes to search for ways of improving efficiency. Yet, many organizations ignore the opportunities associated with automating repetitive tasks. Not only can automation increase efficiency, but effective automation can also improve internal control. This session will teach you about some of the prime automation opportunities available today. More than just an overview, you will experience “real-world” examples of specific steps necessary to improve efficiency and control through automation.
  • Convergence Coaching - TBD  Session 2

Social and Round table Discussions - 4:20pm - 7:00pm      

Thursday, March 23 - 8:00am - 4:20pm

  • Tom McMakin - Profitableideas.com
  • Panel Discussion with Montana Businesses - Jason O'neill, The Sidecar; Chris Weber, OnxMaps; Tom McMakin, profitableideas.com; Hillary Folkvord, RSVP Motel, Farms Daughter, Lady H.
  • A&A / Tax Update - Angie Murdo & Steven Johnson
  • Ethics - Jeromy Wortman

Prerequisites

None

 

Designed For

Everyone

Wednesday, March 22

Optional Session

8:00am - 9:40am Montana Economics Update

Credits: 2 - Accounting

This session is available to registrants and their guests

Optional Session

10:00am - 11:40am Legislative Update

Allen Lloyd

Credits: 2 - Taxes

This session is available to registrants and their guests

Breakout Session

12:40pm - 2:20pm Convergence Coaching - Topic to be determined - Concurrent Session

Credits: 2 - Personnel/Human Resources

This session is available to registrants and their guests

12:40pm - 2:20pm Excel Features Update - Concurrent Session

Tommy Stephens Jr

Tommy Stephens Jr

Thomas G. Stephens, Jr., CPA.CITP, CGMA Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada. Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

Credits: 2 - Computer Software & Applications

This session is available to registrants and their guests

Breakout Session

2:40pm - 4:20pm Automating Accounting Functions - Concurrent Session

Tommy Stephens Jr

Tommy Stephens Jr

Thomas G. Stephens, Jr., CPA.CITP, CGMA Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada. Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

Credits: 2 - Information Technology

This session is available to registrants and their guests

2:40pm - 4:20pm Convergence Coaching - Topic To Be Determined - Concurrent Session

Credits: 2 - Personnel/Human Resources

This session is available to registrants and their guests

Optional Session

4:20pm - 7:00pm Roundtable Discussions - Topics To Be Determined & Social

Credits: 1 - Specialized Knowledge

This session is available to registrants and their guests

Thursday, March 23

Optional Session

8:00am - 9:40am Tom McMakin - Profitable Ideas

Credits: 2 - Specialized Knowledge

This session is available to registrants and their guests

Optional Session

10:00am - 11:40am Montana Businesses Panel Discussion

Credits: 2 - Specialized Knowledge

This session is available to registrants and their guests

Breakout Session

12:40pm - 2:20pm A&A / Tax Update - Concurrent Session

Angela Murdo Attest, Pinion

Angela Murdo

Angela (Angie) Murdo is a Shareholder for Anderson ZurMuehlen & Co., P.C. in the Helena office. She has worked at the firm for over 20 years and is the business unit advisor for the Attest department. She is a member of the American Institute of CPAs, Montana Society of CPAs, and the Association of Certified Fraud Examiners. Angie works in the attest department specializing in audits, fraud exams, and consulting work for financial institutions, construction, manufacturing and other private and non-profit entities. Angie is the firm’s Financial Institution Team Leader.

Steven Johnson Principal, Pinion

Steven Johnson

Steven Johnson is a CPA and Shareholder at Anderson ZurMuehlen. Johnson provides business and individual income tax services. His tax practice focuses on financial institutions, multi-state taxation and consolidated returns. He also specializes in forensic accounting and provides litigation consulting on economic damages in personal injury and commercial matters. Steven currently serves as the Secretary/Treasurer of the MSCPA, and is a board member for Shodair Children’s Hospital. Steven joined Anderson ZurMuehlen in 2007 and was licensed as a CPA in 2011.

Credits: 0.5 - Accounting

Credits: 1 - Taxes

Credits: 0.5 - Auditing

This session is available to registrants and their guests

12:40pm - 2:20pm Jeremy Wortman - Topic To Be Determined - Concurrent Session

Credits: 2 - Specialized Knowledge

This session is available to registrants and their guests

Optional Session

2:40pm - 4:20pm Ethics - Jeremy Wortman

Credits: 2 - Regulatory Ethics

This session is available to registrants and their guests

Optional Session

4:20pm - 4:30pm Do you have any dietary needs? (Staff will contact you)

This session is available to registrants and their guests

Non-Member Price $600.00

Member Price $500.00