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MAY 15, 2020

Yet many boards of directors and leadership teams find it challenging during a crisis to shift their focus from reacting to adapting for a new environment, and planning for longer term sustainability and risk management. Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. More info/register. Host: Matchbox Virtual Media.

Puerto Rico 370

Puerto Rico Montana Revenue Conference 370

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OCTOBER 9, 2020

WBT Systems says, “The LMS is the workhorse for the professional development team, but it has many more uses beyond hosting online courses.” Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Agnes Amos-Coleman, MBA, CMP, education, conference, event, certification consultant, Amos-Coleman. More info/register.

Utah 370

Utah LMS Conference Technology 370

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JANUARY 21, 2022

Agnes Amos-Coleman, MBA, CMP, education, conference, event, certification consultant, Amos-Coleman. Explore how to better prepare for virtual board and finance committee meetings and improve outcomes. Setting your team up for success involves consideration of staff and member/customer needs. Tue 1/25 from 9 a.m. CAE credits. .

Survey 195

Survey Newsletter Price Technology 195

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APRIL 10, 2020

Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Understand how to create a supportive environment where participants or staff/team members can engage with one another. Hear tips for nurturing client, partner and team relationships in a time of uncertainty. More info/register. Host: Matchbox Virtual Media.

North Carolina 74

North Carolina Content Montana Social Media 74

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APRIL 17, 2020

Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Organizer: ASAE Professional Development Committee. Agnes Amos-Coleman, MBA, CMP, education, conference, event, certification consultant, Amos-Coleman. – ASAE Key Consultants Committee Weekly Virtual Forum. More info/register. Fri 4/17 at 1 p.m.

North Carolina 44

North Carolina Montana Revenue Content 44

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APRIL 24, 2020

Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Having transitioned to a remote workforce, associations have discovered new ways to stay focused, lead teams, and move their agendas forward. Agnes Amos-Coleman, MBA, CMP, education, conference, event, certification consultant, Amos-Coleman. More info/register.

North Carolina 243

North Carolina Survey Strategy Conference 243

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APRIL 3, 2020

Allen Lloyd, CAE, Executive Director, Montana Society of CPAs. Agnes Amos-Coleman, MBA, CMP, education, conference, event, certification consultant, Amos-Coleman. Michelle Korsmo, Chair, Key Industry Associations Committee. Bob Chalker, MBA, CAE, Chair, Key Global Associations Committee. More info/register. 1 CAE credit.

North Carolina 44

North Carolina Committee Montana Guidelines 44