Industry Conference - In Person
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Features appearing in newer versions of Excel that yesterday’s spreadsheet practices are outdated and inefficient.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 JrTommy 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 JrTommy 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, PinionAngela 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
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