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Small Firms Roundtable - Helena

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Montana Society of CPAs

317 N Cruse Ave Ste 202
PO Box 138
Helena, MT 59601

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7.00 Credits

Member Price $100.00

Non-Member Price $0.00

Overview

FOR MTCPA MEMBERS ONLY

DATE: Friday 11/22
TIME: 9AM - 4PM
LOCATION: MTCPA Office - Sidecar - 317 N Cruse Ave, Ste 202

The MTCPA Small Firms Roundtable is a great opportunity for those managing firms with 10 or fewer staff to learn and share with others. The format of the day is an informal conversation about issues from technology to staffing.

Attendance is limited to 15 people, so register early to reserve your spot and if something comes up let us know so we can fill all the spots.

Leader(s):

Leader Bios

Allen Lloyd, Montana Society of CPAs

Allen Lloyd is the Executive Director of the Montana Society of CPAs, where he works everyday to inspire, empower, and impact MSCPA members to achieve professional excellence. Prior to joining MSCPA, Allen worked at the Ohio Society of CPAs in a variety of roles and as a firm administrator for a local firm in Ohio. He is not a CPA, but he has been working with CPAs for over 10 years and does everything he can to promote and protect the profession.

Allen grew up in a small town on the Ohio river where he rode his bike all summer, something he is happy to do again in Helena. He is married to a CPA and has two boys who like to be outside on the trails.

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See Who's Coming
  • Tina Ciarmoli Wilson - TMC Business Services (Helena, 59604)
  • Andrew Freeman - Swiftcurrent Consulting & Accounting (Kalispell, 59901)
  • Gina Jones - Gina Jones CPA PLLC (Belgrade, 59714)
  • Ryan Jordan - Jordan & Associates Inc (Great Falls, 59404)
  • Michael Morrison - Morrison CPA PC (Billings, 59106)
  • Leo Prigge - Prigge & Otten PC (Butte, 59701)
  • Darcy Reum - Darcy Dee Reum CPA PLLC DBA Agriculture Accounting Solutions (Havre, 59501)
  • Mike Schwarzkopf - Schwarzkopf Tax & Accounting PC (Bozeman, 59719)
  • Christian Shaeffer - Mission Accounting PC (Lakeside, 59922)
  • Rebecca Turner - RDT Accounting (Livingston, 59047)

Non-Member Price $0.00

Member Price $100.00