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Helena, Montana – August 25, 26, and 27

CONVENTION AGENDA (subject to change)

(CEUs pending)


Friday, August 25

4:30 pm to 8:00 pm (time subject to change)

Location:  Gates of the Mountain

(.3 CEUs)

*We'll start off with dinner, have a "CR Grassroots" discussion about legislative issues and new tool kits provided by NCSA and the STRONG committee to help us advocate for ourselves.  After that, we'll meet up with Brian Zimmerman who will educate us about the Missouri River's history and the influence its had on state and federal laws.

(Carpooling will be coordinated for those interested.)


Saturday, August 26, 2023

Location:  Montana Club

8:00 am to 9:30 am (.15 CEUs)

Presentation: MT Notary Review 

Speakers:  Lori Ham

9:40 am to 11:10 am (.15 CEUs)

Presentation:  Wire Fraud

Speaker:  Ryan Weldon

11:10am to 11:20 am


11:20 am to 12:20 pm (.1 CEU)

Presentation:  Financial Planning

Speaker:  Jayme Watson

12:30  am to 1:30 pm

Lunch and Business Meeting

1:30 pm to 2:00 pm


2:00 pm to 5:00 pm  (.3 CEUs)

CAT Training

Case Catalyst - Cindi Lynch

Eclipse - Dineen Squillante

6:00 pm

Dinner at The Montana Club 


Sunday, August 27, 2023

Location:  Hampton Inn

8:30 - 10:30 am (.2 CEUs.)


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