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Firm Management

State CPA Societies in Action: Montana Society of CPAs

State CPA Societies in Action is a series of articles spotlighting the varied educational, advocacy, networking and professional activities of the state CPA societies across the U.S.

Mary Girsch-Bock

Mar. 12, 2024

[State CPA Societies in Action is a series of articles spotlighting the varied educational, advocacy, networking and professional activities of the state CPA societies across the U.S.]

Montana may have one of the 10 smallest populations of the U.S. states, but professional CPAs in Big Sky Country have a vibrant and active professional association with nearly 1,500 members. The Montana Society of CPAs (MTCPA: www.montana.cpa) was founded in 1913, and has a rich history.

Current Members: Apx. 1,500
Headquarters: Helena, MT
Exec. Dir.: Allen Lloyd, CAE
www.Montana.cpa

The MTCPA is governed by executive director Allen Lloyd, CAE, who is also a member of the AICPA’s Pipeline Advisory Council. The president of the MTCPA is Steven Johnson, CPA.

The mission of the society is, “To inspire, empower, and impact members to achieve professional excellence.” The current strategic plan includes five core components:

  1. Membership
  2. Sustainability
  3. Connection
  4. Professional Excellence
  5. Advocacy

Top three MTCPA objectives for the upcoming year

MTCPA has identified the following as their top three objectives for the upcoming year.

  1. Roll out new Guiding Principles.  The MTCPA Board of Directors crafted these principles to guide MTCPA operations and better explain our the Society’s goals to current and potential members.
  2. Roll out a Knowledge at Work Series. The Knowledge at Work Series will highlight how firms can use modern knowledge work methodologies to adapt to the changing environment. 
  3. Spend more time with MTCPA members. This will include the addition of a CPE roadshow and other efforts to let members know what the Society is doing and hear from members what they need.

What are the MTCPAs long-term objectives?

“The Montana Society of CPAs is dedicated to our mission to inspire, empower, and impact our members to achieve professional excellence,” said Allen Lloyd CAE, executive director. “Our job is to help our members become the best CPAs possible.  Montana CPAs have a strong history of national level leadership earned through providing practical solutions that balance the pressures of the day.  We plan to continue this approach to keep the CPA relevant for the future.”