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113th Annual Conference: True North

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Grouse Mountain Lodge

2 Fairway Dr
Whitefish, MT 59937

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13.00 Credits

Member Price $525.00

Price will increase by $75 after 5/22

Non-Member Price $625.00

Price will increase by $75 after 5/22

Overview

True North: Integrity and Innovation in the CPA Profession

Join us in Whitefish for two energizing days of learning, connection, and celebration at MTCPA’s 113th Annual Conference—Montana’s premier gathering of accounting professionals.

In a time of rapid change, CPAs look to a steady compass. Guided by the theme True North: Integrity and Innovation in the CPA Profession, this conference brings together professionals from across the state to explore how integrity and innovation guide decision-making, strengthen trust, and shape the future of accounting.

Through timely sessions, expert insights, and meaningful conversations, attendees will examine emerging trends, evolving standards, and practical strategies—while reaffirming the ethical foundation that defines the CPA profession. Beyond high-quality CPE, the conference offers opportunities to reconnect with peers, build new relationships, and celebrate excellence within the profession.

HOTEL

Please book your hotel room by calling Grouse Mountain Lodge at 406-892-2525 and refer to MTCPA Annual Conference. Room block expires 5/18/26. Rooms subject to availability after that time. Rates starting at $239/night + tax. Reservations can be made Monday-Friday 8AM-5PM.

NOTES

  • All meals and entertainment are included with registration
  • Guests may be added for meal events at checkout by selecting “Add Guest” to the event, but anyone attending sessions must register as a full participant. Prices are $35 per guest for the MTCPA Luncheon and $75 per guest for the DSA Reception/Dinner. Friday's lunch is $20 per guest.
  • If you plan to attend only the MTCPA Awards Luncheon or the DSA Reception/Dinner, both on Thursday 6/18, please email info@montana.cpa to purchase tickets. Prices per guest listed above.

Highlights

Stay ahead in an ever-changing profession. Explore themes of integrity and innovation, hear the latest AICPA updates, engage in meaningful networking, and celebrate outstanding CPAs from around the state.

Wednesday, June 17

Optional Session

- Welcome Reception

This session is available to registrants and their guests

Thursday, June 18

General Session

- Keynote: John Garrett

Credits: 2 - Personal Development

This session is available to registrants only.

General Session

- Raising the BAR Group presentation

Credits: 1 - Personal Development

This session is available to registrants only.

General Session

- MTCPA Awards Luncheon

Includes Inspire-Empower-Impact Award, Medallion Awards, and Honorary Life presentations.

  • I-E-I Award winner: Rick Reisig, CPA
  • Medallion Award winners: TBA
  • Honorary Life recipients: TBA

Sponsored by Glacier Bancorp Inc.

This session is available to registrants and their guests

Session Pricing:

Guest Price
$35.00

General Session

- Keynote: Brandy Lawson - AI

Credits: 2 - Computer Software & Applications

This session is available to registrants only.

General Session

- MTCPA Business Meeting / Society Update

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

Optional Session

- Celebration Dinner & DSA Award Ceremony

Enjoy drinks & appetizer reception, dinner, Distinguished Service Award (DSA) ceremony, and concluding with the famous Dessert Dash. This event is included in registration price. Guests welcome with added event registration.

  • DSA Award winner: Clem Lockman, CPA

This session is available to registrants and their guests

Session Pricing:

Guest Price
$75.00

Friday, June 19

Optional Session

- Working Breakfast: TBD

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

General Session

- AICPA Update w/ Carla McCall

Credits: 2 - Specialized Knowledge

This session is available to registrants only.

Breakout Session

- BREAKOUT: Brandy Lawson

Credits: 1 - Computer Software & Applications

This session is available to registrants only.

- BREAKOUT: John Garrett

Credits: 1 - Personal Development

This session is available to registrants only.

- BREAKOUT: TBD

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

General Session

- Lunch

sponsored by Rudd & Company

This session is available to registrants and their guests

Session Pricing:

Guest Price
$20.00

General Session

- Roundtable Discussions

Group peer-to-peer discussions on a variety of topics - TBD

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

General Session

- Made in Montana Panel

Credits: 1 - Specialized Knowledge

This session is available to registrants only.

General Session

- Closing / Prize Drawings

This session is available to registrants only.

Optional Session

- DIETARY RESTRICTIONS

Please choose this option only if you have dietary restrictions or food allergies. Staff will contact you to confirm.

This session is available to registrants and their guests

Leader(s):

Leader Bios

Brandy Lawson, TekGrl, LLC DBA FieryFX

Brandy Lawson is a sought-after speaker, business advisor, and founder of FieryFX, an innovation consultancy that helps organizations leverage technology, systems, and expert talent to work smarter and grow with clarity. Known for her practical insights and engaging style, Brandy helps leaders identify untapped opportunities, implement effective solutions, and navigate change with confidence. She brings years of experience in technology, strategy, and business transformation to her presentations, and is praised for making complex ideas accessible and actionable. Brandy also hosts the weekly podcast Elevated, where she shares quick, strategic takeaways on innovation, tech, and smart business.

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Carla McCall

Carla McCall, CPA, CGMA, is a Past Chair of the AICPA and the Managing Partner of AAFCPAs, a Top 100 CPA and consulting firm. In her leadership roles, Carla has championed innovation, professional value, and inclusion across the profession while helping guide strategic growth and expanded service offerings. She has also been recognized among Accounting Today’s Top 100 Most Influential People and as one of the Most Powerful Women in the Accounting Profession. Carla brings deep insight into the evolving landscape of the CPA profession and a commitment to advancing the profession’s value, sustainability, and opportunities for future generations.

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John Garrett

John Garrett is a nationally recognized keynote speaker, award-winning author, and people-centric leadership expert who brings humor, insight, and real-world experience to his talks. A recovering Big Four CPA and former stand-up comedian, John helps professionals rethink outdated ideas about workplace culture and leadership by encouraging individuals to bring their whole selves to work. His work — including the What’s Your “And”? movement and podcast — has earned him recognition on Accounting Today’s list of the Top 100 Most Influential People in the profession. John has delivered keynotes to organizations ranging from accounting firms to associations and tech companies, blending wit with practical strategies for building engagement, connection, and resilient workplace cultures.

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Non-Member Price $625.00

Member Price $525.00