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110th Annual Conference: Inspire the Future

Thursday, June 8 8:30am - Friday, June 9 2:00pm

(Check-In 7:00am)

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Holiday Inn Missoula Downtown

200 S Pattee St
Missoula, MT 59802

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12.00 Credits

Member Price $425.00

Price will increase by $75 after 4/21

Non-Member Price $525.00

Price will increase by $75 after 4/21

Overview

Join us June 8-9th, 2023 in Missoula for our Annual Conference and Business Meeting. Hear from experts regarding practical advice for the industry and trending topics affecting you and your clients. You won't want to miss our keynotes!
See AGENDA tab for tentative schedule.

Networking, entertainment and learning. All that AND you can earn up to 12 hours of CPE!

Early Bird Registration ends April 21st. Save $75 by registering early!

Highlights 
  • ESG
  • Cannabis
  • Pipeline
  • Recruiting
  • Mindfulness
  • Work-Life Balance
  • Cybersecurity
  • Crypto & Blockchain
  • Media Tax Credit
  • Storybrand Marketing
Hotel
Please book your hotel room online here or by calling the Holiday Inn Missoula Downtown at 406-721-8550.
Room rate is $195 + tax for single or double (based on availability)
Group Name: MTCPA Annual Conference 2023 | Group Booking Code: CPA
MTCPA room block expires May 8th, 2023

Notes

All meals and entertainment are included in the registration price. If you are having guests accompany you at the meal events, please add them to your registration by choosing "Add Guest" at checkout. Any guest attending sessions, however, must register as a full participant.

Students: Scholarships and per diem are available to you - apply here

Thursday, June 8

General Session

8:30am - 10:10am Intentional Evolution: How People & Companies Navigate The Future & Thrive

Thomas Triumph

Thomas Triumph

Thomas Triumph helps companies grow by collaboratively working on vital areas of their business - Technology, Product Development and Marketing. He is a hands-on executive with a record of achievement managing dozens of innovative products within several different industries - and within Fortune 500 and startup companies.

Tom is the author of the book Evolve or Die: Lessons for World-Class Innovation & Creativity. The book contains a culmination of experiences, thoughts, and learning– much of it from world-class innovators and creators.

Tom has helped large organizations act more nimbly in the market and small companies scale. Leading Marketing and Business Development, he has launched numerous technology products and led cross-functional teams – including participating in two technology revolutions – less invasive medical devices and the Internet/software. Tom has been a part of some remarkable technology and business growth success stories (as well as some misfires).

Building submarines out of 55-gallon drums in grade school, he eventually fulfilled a childhood dream of living aboard a research ship (Jacques Cousteau was on the Board of Directors) and tending to the mini-sub. Tom also wrestled in the Olympic Trials, founded a consumer electronic company (Athletech), and worked for leading companies to help launch and lead: medical device products, software, Internet companies, professional consulting services, and the largest hovercraft ever built in the U.S. from composite materials (25 ton).

He’s an enthusiastic and collaborative team player who maintains a good sense of humor. He resides in North Carolina and is an ultrarunner who envies Tom Hanks’ long run as Forrest Gump.

This session is available to registrants only.

General Session

10:20am - 11:10am BAR Group Research Project

This session is available to registrants only.

General Session

11:20am - 12:10pm Recruiting & Student Pipeline Panel

Terri Herron Professor, U of M College of Business Dept of Accounting & Finance

Terri Herron

Dr. Herron is the Paul & Betty Haack Distinguished Faculty Fellow and a Professor of Accounting. She has served as MAcct Director (3 yrs), Associate Dean (4 yrs), and Chair of the Accounting & Finance department (7 yrs), teaching Auditing and Financial Accounting. She was an Audit Manager, National Course Instructor, and Computer Specialist with KPMG prior to entering academia, and she obtained additional audit field experience with KPMG during a sabbatical in spring 2006.

Dr. Herron researches behavioral issues of auditing. Additional research interests include PCAOB regulation and accountants’ ethical behavior. She has published in a number of journals, including Auditing: A Journal of Practice & Theory, Current Issues in Auditing, Issues in Accounting Education, Research in Accounting Regulations, Journal of Information Systems, Business Ethics Quarterly, Society and Business Review, Journal of Accountancy, and CPA Journal. She served on the editorial board of The Journal of Accounting Education. She and her co-author received the Society and Business Review Literati Award for Outstanding Paper in 2021.

Dr. Herron is a member of the Montana Society of CPAs (MSCPA), the AICPA, and American Accounting Association. She has served on the Board of Directors of the MSCPA and currently serveson the Ethics Committee and on the board of the MSCPA Legacy Foundation. She received the 2018 Outstanding Accounting Faculty Award, UM Academic Administrator Award (2011), the UM John Ruffatto Memorial Award (2005), and the MSCPA Jack J. Kempner Outstanding Accounting Educator Award (2002). She recently began serving on the YWCA-Missoula board as Treasurer and is completing a 3-year term of Treasurer at her church.

Mariah Stopplecamp

Mariah Stopplecamp

Mariah has been with MSU for the past 7 years. She graduated with a B.S in Agricultural Business in 2019 and earned her MBA from the University of Montana in 2021. Mariah’s main goal is to facilitate strong relationships between our community employers and our incredible students. She organizes the semesterly Meet the Business Recruiter events, the Fall Meet the Accounting Recruiter event, organizes the Jabs E-Series speakers and professional development events, and more. After 5 pm you can find Mariah out on the river fly fishing, enjoying one of the many local Bozeman hikes, or at the dog park with her dog, Coco.

This session is available to registrants only.

General Session

12:10pm - 1:30pm Thursday Lunch

This session is available to registrants and their guests

Session Pricing:

Guest Price
$25.00

General Session

1:30pm - 2:30pm Mindfulness & Work-Life Balance

Amy Vetter

Amy Vetter

Amy Vetter, CPA, CITP, CGMA, MBA, is the CEO of The B³ Method Institute and B³ Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B³ Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor for the third year in a row and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

Amy is a member of the AICPA Council, a Board Member for the Ohio Society of CPAs, and a member of the AICPA’s Engage Tech+ conference planning committee. Additionally, Amy has been a part of the AICPA’s key blockchain initiatives, including AICPA’s Blockchain Symposium, technical reviewer and speaker for the AICPA’s Blockchain Fundamentals Program.

With an MBA and deep entrepreneurial roots, Amy is a skilled c-suite executive and corporate board member. She has deep experience in cloud technology and transformation, and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

This session is available to registrants only.

General Session

2:40pm - 3:30pm MTCPA Business Meeting

This session is available to registrants only.

General Session

3:30pm - 4:20pm Cannabis Accounting Panel

Jim Murray CFO, Bloom Montana

Jim Murray

CPA with over 27 years of experience in both public accounting and private industry. CFO of Bloom Montana since September of 2020.

Jace Dukart

Jace Dukart

Former Cannabis Public Accounting and Big 4 Certified Public Accountant, currently the Senior Accountant/Financial Analyst at Bloom Montana

This session is available to registrants only.

Optional Session

6:00pm - 10:30pm DSA Dinner/Celebration

This session is available to registrants and their guests

Session Pricing:

Guest Price
$50.00

Friday, June 9

General Session

8:30am - 9:30am TBD

Amy Vetter

Amy Vetter

Amy Vetter, CPA, CITP, CGMA, MBA, is the CEO of The B³ Method Institute and B³ Yoga, which provide ongoing learning to help people in all industries and career levels to achieve their desired potential in work and life.

Amy is a transformative keynote speaker, consultant, board member, author, and host of the podcast, Breaking Beliefs. As the creator of the B³ Method® for Business, Balance & Bliss, Amy has inspired thousands of people at hundreds of events on the mindful use of technology, change management, connected leadership, mindfulness in the workplace, and work-life balance.

As a CPA, Amy is also a key influencer in the accounting and finance profession. She has been named one of the “Most Powerful Women in Accounting” by the AICPA and CPA Practice Advisor for the third year in a row and a Top 100 Most Influential Person by Accounting Today multiple times. Amy also shares her accounting and business insights as a contributor to AICPA’s Journal of Accountancy, Accounting Today, CPA Practice Advisor as well as Inc.com and Entrepreneur.com.

Amy is a member of the AICPA Council, a Board Member for the Ohio Society of CPAs, and a member of the AICPA’s Engage Tech+ conference planning committee. Additionally, Amy has been a part of the AICPA’s key blockchain initiatives, including AICPA’s Blockchain Symposium, technical reviewer and speaker for the AICPA’s Blockchain Fundamentals Program.

With an MBA and deep entrepreneurial roots, Amy is a skilled c-suite executive and corporate board member. She has deep experience in cloud technology and transformation, and creating go-to-market (GTM) strategies to scale businesses nationally and internationally. Amy has held leadership roles overseeing sales, education, marketing, and advisory services functions at accounting software companies, as a partner in a CPA Firm, and when she owned and operated her own national accounting and advisory services practice.

This session is available to registrants only.

Breakout Session

9:40am - 10:30am Cybersecurity

Karen Sprenger COO, LMG Security

Karen Sprenger

Karen Sprenger is the COO and chief ransomware negotiator at LMG Security. She is a noted cybersecurity industry expert, speaker, trainer, and course developer, in addition to managing LMG Security’s operations. Karen has over 25 years of experience in cybersecurity and information technology.

This session is available to registrants only.

9:40am - 10:30am Here Come the Regulations! Accounting for Greenhouse Gas Emissions

Kenton Swift Professor Emeritus, U of M College of Business Dept of Accounting & Finance

Kenton Swift

Kent Swift is an emeritus member of the accounting faculty at the University of Montana. His teaching and research interests include taxation of business entities and sustainability reporting. Kent has also served six years on the Global Sustainability Standards Board (GSSB), which is associated with the Global Reporting Initiative. The GSSB sets the GRI Standards, which are the most widely used set of reporting standards globally, for reporting on the environmental and social performance of organizations. Over his career, Kent has received more than twenty teaching awards, and his sustainability reporting course has won a national award for outstanding courses in the discipline of environmental sustainability. He is also a recipient of the Montana Society of CPAs George D. Anderson Distinguished Service Award. Kent has published articles on tax and sustainability topics in a wide set of journals including the ATA Journal of Legal Tax Research, The Tax Adviser, Management Accounting Quarterly, and the Journal of Business Ethics. Kent is also a licensed CPA in the State of Montana, with more than 25 years of experience in public accounting.

This session is available to registrants only.

9:40am - 10:30am StoryBrand Marketing

Onawa Linden

Onawa Linden

A lifelong creative, Onawa founded Proof Marketing in 2018 and became a StoryBrand Certified Guide in 2020. Her marketing agency has developed Innovative strategy, design, and technology projects for businesses ranging from new startups to corporate leaders.

Onawa and her team look forward to helping you discover the keys to establishing a creative marketing plan that will grow your associations in massive ways.

This session is available to registrants only.

Breakout Session

10:40am - 11:30am Crypto/Blockchain

This session is available to registrants only.

10:40am - 11:30am Media Tax Credit

This session is available to registrants only.

General Session

11:40am - 12:30pm National Pipeline Issues (AICPA/NASBA)

This session is available to registrants only.

Optional Session

12:30pm - 1:50pm Friday Honorary Life & Educator Award Luncheon

This session is available to registrants and their guests

Session Pricing:

Guest Price
$30.00

Optional Session

2:00pm - 2:05pm All Meal Events (guest)

This session is available to guests only.

Session Pricing:

Guest Price
$100.00

Optional Session

2:05pm - 2:10pm Dietary restrictions please check here. Staff will contact you.

This session is available to registrants and their guests

Non-Member Price $525.00

Member Price $425.00