Montana Society of CPAs

Montana Society of CPAs Montana’s premier resource for education, advocacy, and support—championing the growth, success, and future of the CPA profession

Founded in 1913, the Montana Society of CPAs has more than 1,800 members throughout the state, nation and world. It is our vision to be the most valued professional resource for our members.

MTCPA's 113th Annual Conference is just one week away, June 18–19, at Grouse Mountain Lodge in beautiful Whitefish.Still...
06/09/2026

MTCPA's 113th Annual Conference is just one week away, June 18–19, at Grouse Mountain Lodge in beautiful Whitefish.

Still on the fence?

Here’s what attendees consistently say:

👉 “Worth the time.”
👉 “Great connections.”
👉 “Content I actually used.”

PLUS: A record number of accounting students will be in attendance (15!). You may even find an intern or future employee!

We’ll see you there.

📅 June 18–19 | Grouse Mountain Lodge, Whitefish
🔗 https://www.montana.cpa/annual-conference-2026

Happy National Accounting Day!Today we celebrate the CPAs who help businesses, communities, and individuals navigate imp...
05/19/2026

Happy National Accounting Day!

Today we celebrate the CPAs who help businesses, communities, and individuals navigate important decisions every single day.

The CPA Trust campaign is about shining a brighter light on the expertise, integrity, and trust CPAs bring to the table year-round — and helping more people understand the value of the profession.

You can help tell that story by submitting a photo to the national “CPA: Trust in Action” digital mosaic.

Let’s make sure Montana CPAs are represented.
https://www.aicpa-cima.com/resources/landing/celebrating-cpas

Recently, MTCPA’s Board of Directors gathered in Three Forks for our Spring Board Retreat—spending time focused on the f...
05/18/2026

Recently, MTCPA’s Board of Directors gathered in Three Forks for our Spring Board Retreat—spending time focused on the future of the profession and the members we serve across Montana.

Over several days, board members discussed key initiatives including CPE, AI, member engagement, ethics, financial planning, and preparations for the Annual Meeting. The retreat also created space for thoughtful conversations about where the profession is headed and how MTCPA can continue supporting Montana CPAs in meaningful ways.

We’re grateful for the leadership, insight, and dedication of our Board—and for the opportunity to do important work in one of Montana’s beautiful settings.

We’re excited to welcome Brandy Lawson (FieryFX) to our 113th Annual Conference next month!Her keynote, “AI Curious to A...
05/13/2026

We’re excited to welcome Brandy Lawson (FieryFX) to our 113th Annual Conference next month!

Her keynote, “AI Curious to AI Capable,” will be all about helping CPAs move from “I should learn about AI…” to actually using practical AI tools in their day-to-day work.

Even better? Her breakout workshop will give attendees real AI experiments they can start using the very next week.

Practical. Approachable. Immediately useful.

MTCPA 113th Annual Conference
📅 June 18–19th, Grouse Mountain Lodge, Whitefish
🔗 https://www.montana.cpa/annual-conference-2026

Thank you to our Gold Sponsors, Eide Bailly and the University of Montana College of Business, for supporting this year'...
05/07/2026

Thank you to our Gold Sponsors, Eide Bailly and the University of Montana College of Business, for supporting this year's 113th Annual Conference.

Strong partners make a strong profession.

Find out more about the conference here ➡️ https://www.montana.cpa/annual-conference-2026

We had a great time at our recent Firm Crawl with University of Montana students! 👏Students had the opportunity to visit...
05/04/2026

We had a great time at our recent Firm Crawl with University of Montana students! 👏

Students had the opportunity to visit a variety of firms around town, gaining firsthand insight into the day-to-day of the accounting profession, asking questions, and making valuable connections along the way.

A big thank you to all the firms who opened their doors and to everyone involved in making this such a successful and impactful day. We love creating opportunities that help connect students with their future careers!

JCCS
Wipfli
Pinion
Kelly Sax CPA
Carver Florek James
Business & Industry Panel: Missoula Airport, OnX Maps, Missoula County, WGM Group, MoFi, ALPS

04/23/2026

See John Garrett at MTCPA's 113th Annual Conference - June 18-19th in Whitefish!
More information ➡️ https://bit.ly/4rIwU8a
What's Your "And"?

04/22/2026
We’re proud to recognize the Legacy Foundation as the Keynote Sponsor of this year’s MTCPA Annual Conference.The Legacy ...
04/03/2026

We’re proud to recognize the Legacy Foundation as the Keynote Sponsor of this year’s MTCPA Annual Conference.

The Legacy Foundation is dedicated to strengthening the future of the accounting profession in Montana—supporting students, building connections to firms, and investing in the next generation of CPAs through scholarships and leadership opportunities.

Their support helps bring meaningful conversations and big-picture perspective to our profession today—while ensuring its success for years to come.

We’re grateful for partners who invest in Montana’s CPA community and its future.

Register ➡️ https://bit.ly/4rIwU8a
Legacy Foundation ➡️ https://www.montana.cpa/foundation-about

We’re just 3 months away from MTCPA’s 113th Annual Conference: True North in beautiful Whitefish, Montana!Now’s the time...
03/18/2026

We’re just 3 months away from MTCPA’s 113th Annual Conference: True North in beautiful Whitefish, Montana!

Now’s the time to plan your trip—early bird pricing ends May 22nd. Don’t miss out on great content, connections, and a setting that’s hard to beat.

A big thank you to our Platinum Sponsor, Jordahl & Sliter, PLLC, proudly based in Kalispell. We appreciate their continued support of the profession.

👉 Register today and join us in Whitefish! https://bit.ly/4rIwU8a

Address

317 N Cruse Avenue, Ste 202
Helena, MT
59601

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 12pm

Telephone

+14064427301

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