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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. And development teams are rushing to respond.

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. Luring members/customers to your LMS. More info/register. Host: Matchbox Virtual Media. Presenters: Ann H. Fri 10/9 at 2 p.m.

Utah 370

Utah LMS Conference Technology 370

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JANUARY 21, 2022

Explore how to better prepare for virtual board and finance committee meetings and improve outcomes. Maybe you’re part of an international team, have a boss or co-worker from another country, or a partner or in-laws from a different culture. Setting your team up for success involves consideration of staff and member/customer needs.

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. Organizer: ASAE Professional Development Committee.

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. – ASAE Key Consultants Committee Weekly Virtual Forum. During the month of April, ASAE’s Key Consultants Committee will convene a weekly virtual forum for all association consultants.

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. – ASAE Key Consultants Committee Weekly Virtual Forum. How did we decide on Microsoft Teams as the conference platform?

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. In this roundtable discussion, ASAE’s Key Committee chairs will offer insights, encourage you to share your own experiences, and listen and respond to your questions, concerns, and solutions. Michelle Korsmo, Chair, Key Industry Associations Committee. 1 CAE credit.

North Carolina 44

North Carolina Committee Montana Guidelines 44