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Industry Conference

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(Check-In 7:30am)

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Best Western Great Northern Hotel

835 Great Northern Blvd
Helena, MT 59601

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16.00 Credits

Member Price $500.00

Price will increase by $100 after 2/29

Non-Member Price $600.00

Price will increase by $100 after 2/29

Overview

Two days filled with CPE focused on the needs of CPAs working in business and industry. There is also a Roundtable/Social for all attendees on Wednesday evening where we discuss industry hot topics. Cocktails, snacks and socializing!

Wednesday, March 20 - 8:00am - 7:00pm (includes Roundtable/Social)
Great Northern Hotel, Helena

  • Regulatory Ethics - Professor Belle Marie of Carroll College
  • State of the Profession - MTCPA Executive Director Allen Lloyd
  • Montana Department of Revenue Pass Through Entity Tax Class
  • How to Attract Talent - Anna Kazmierowski, CEO of A2Z Staffing Solutions
  • Managing Cash Flow/Interest Rate Risk - Nick Anderson, CEO, Eighth Avenue Advisors
  • Beneficial Ownership Reporting - TBD

Thursday, March 21 - 8:00am - 4:20pm
Great Northern Hotel, Helena

  • The Continued Evolution of the CFO/Controller Role in 2024 - Jim Lindell, CPA, CSP, CGMA, President of Thorsten Consulting Group
  • K2's Artificial Intelligence for Accounting Professionals - Tommy Stephens, CPA, CGMA, CITP, K2 Enterprises


All materials will be electronic only - available in your portal account - up to 5 days before the event.

This is the LIVE option. Virtual option also available - find under the 'MTCPA Webcasts' tab in main CPE menu.

Highlights

  • Regulatory Ethics
  • State of the Profession
  • Montana Department of Revenue Pass Through Entity Tax Class
  • How to Attract Talent
  • Managing Cash Flow/Interest Rate Risk
  • Beneficial Ownership Reporting
  • Prerequisites

    None

    Wednesday, March 20

    Optional Session

    7:00am - 8:00am Breakfast

    This session is available to registrants only.

    General Session

    8:00am - 9:40am Regulatory Ethics

    Belle Marie, Professor, Carroll College

    Belle Marie

    Dr. Belle Marie is a professor of accounting in the Business Department at Carroll College. She earned a doctorate in business at George Fox University; an MBA from the University of Montana; an undergraduate degree in business, emphasis in accounting from UofM; and a minor in French. Belle is a CPA, CGMA, CMA, CIA, CFE, and has completed both the AICPA Fundamentals of Integrated Reporting Certificate and SASB’s Fundamentals of Sustainability Accounting Credential FSA Level 1. She was a founding member of the Helena Chapter of Certified Fraud Examiners. Professionally, she has experience in the credit union industry and operated a small accounting firm. Belle has taught a variety of accounting and business courses at the undergraduate and graduate level in Montana, Alaska, and Idaho for over thirty years. Her current research interests include financial literacy; microfinance; sustainability and ESG reporting; and fraud, ethics, and internal controls. Belle has published scholarly articles and presented numerous professional seminars. She was awarded a Fulbright Scholarship to India to study socioeconomic issues of gender, holds the Mandeville Endowed Professorship in Accounting at Carroll College, was the 2006 recipient of the Carroll College Distinguished Scholar award, and the 2016 recipient of the MSCPA Jack Kempner Outstanding Educator award.

    This session is available to registrants only.

    General Session

    10:00am - 10:50am State of the Practice

    Allen Lloyd, Montana Society of CPAs

    This session is available to registrants only.

    General Session

    10:50am - 11:40am MTDOR Montana Passthrough Entity Class

    This session is available to registrants only.

    Optional Session

    11:40am - 12:40am Lunch

    This session is available to registrants only.

    General Session

    12:40pm - 1:30pm How to Attract Entry Level Employees

    Anna Kazmierowski

    This session is available to registrants only.

    General Session

    1:30pm - 2:20pm Managing Cash Flow/Interest Rate Risk

    Nick Anderson, CEO, Eighth Avenue Advisors

    Nick Anderson

    Nick Anderson is the CEO of Eighth Avenue Advisors, a bespoke firm specializing in business growth. Anderson’s book, Six-Word Lessons for Middle Managers was published in May, 2022. He started Eighth Avenue Advisors following a 25-year career in banking with roles ranging from; Senior Vice President, Commercial Banking Team Leader; Managing Director of Treasury Management and Payment Solutions, to; Head of Retail Banking and Marketing. A graduate of the Pacific Coast Banking School (2008), Anderson was named one of the banking industry’s ‘Rising Stars’ by the Independent Community Bankers Association (2009). Anderson holds a Master’s Degree in Non-Profit Leadership from Seattle University (2018) and was named to the Puget Sound Business Journal’s prestigious 40 under 40 list (2017). He is also an alumni (2015) of Seattle’s acclaimed civic-leadership program: Leadership Tomorrow. Nick is active in his community as a board member and advisor to non-profit and public sector organizations.

    This session is available to registrants only.

    General Session

    2:40pm - 4:10pm Beneficial Ownership Reporting

    This session is available to registrants only.

    Optional Session

    4:20pm - 7:00pm Roundtables & Social

    This session is available to registrants only.

    Thursday, March 21

    Optional Session

    7:00am - 8:00am Breakfast

    This session is available to registrants only.

    General Session

    8:00am - 9:40am The Continued Evolution of the CFO/Controller Role in 2024

    James Lindell, Thorsten Consulting Group Inc

    James Lindell

    James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. Jim is a recipient of the Certified Speaking Professional designation. The CSP is the highest designation that can be earned by a member of the National Speakers Association. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of the National Spea kers Association. Jim is the author of the AICPA book – “Controller as Business Manager,” and author of the AICPA courses: “AICPA’s Annual Update for Controllers”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA’s Controllership: 25 Critical Lessons from the Trenches.” Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks”. Jim is a 6-time recipient of the AICPA’s Outstanding Discussion Leader Award. Jim is a member of the folk music group “Deep Pool”, coach of the boys’ high school rugby club and still plays “old boys” rugby.

    This session is available to registrants only.

    General Session

    10:00am - 11:40am TBD

    James Lindell, Thorsten Consulting Group Inc

    James Lindell

    James (Jim) T. Lindell is the President of a Wisconsin based provider of strategic & financial consulting, professional speaking, training, and executive coaching. Jim has an extensive background in senior management including positions as Chief Financial Officer and Corporate Assistant Controller. Jim has worked with a variety of industries including: manufacturing, health care, not for profit, distribution and food processing. He has been involved in more than 50 M & A projects. James Lindell is a Certified Public Accountant with public accounting experience at several local and regional accounting firms. Jim is a recipient of the Certified Speaking Professional designation. The CSP is the highest designation that can be earned by a member of the National Speakers Association. He is a TEC Chairman (The Executive Committee). He is a member (and instructor) of the American Institute of CPA’s and the Wisconsin Institute of CPA’s and a member of the National Spea kers Association. Jim is the author of the AICPA book – “Controller as Business Manager,” and author of the AICPA courses: “AICPA’s Annual Update for Controllers”, “Strategic Planning: A Simplified and Workable Approach for Private Companies” and “AICPA’s Controllership: 25 Critical Lessons from the Trenches.” Jim also authored and was part of the AICPA video and course, “Minimizing the Effects of a Recession on Your Business”. He is a contributing author of the AICPA course “The Fast Close, Soft Close, Virtual Close? Now Days, not Weeks”. Jim is a 6-time recipient of the AICPA’s Outstanding Discussion Leader Award. Jim is a member of the folk music group “Deep Pool”, coach of the boys’ high school rugby club and still plays “old boys” rugby.

    This session is available to registrants only.

    Optional Session

    11:40am - 12:40am Lunch

    This session is available to registrants only.

    General Session

    12:40pm - 2:20pm K2’s Artificial Intelligence for Accounting and Financial Professionals

    Tommy Stephens Jr, K2 Enterprises LLC

    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.

    This session is available to registrants only.

    General Session

    2:40pm - 4:20pm (cont) K2’s Artificial Intelligence for Accounting and Financial Professionals

    This session is available to registrants only.

    Leader(s):

    • Various Leaders

    Non-Member Price $600.00

    Member Price $500.00