Friday, August 25

(Location: Gates of the Mountain.)

4:00 - Meet at the Hampton Inn for those who want to carpool to Gates of the Mountain. Food will be provided at Gates of the Mountain.

5:00 - CR Grassroots (0.1 CEU)

During the 2023 legislative session, we all learned that many people, even the people we work with, have no idea what being a “guardian of the record” means. NCSA and STRONG committees have created some tools for us. Learn about those tools and what efforts we can make to start marketing ourselves.

6:00 to 8:00 - Legalese and the Missouri River?

(0.2 CEUs)

Did you know that there are maritime laws in Montana, a land-locked state? The Missouri River has been the source of maritime issues, as well as federal and state environmental issues, in Montana even before we were officially a state. Brain Zimmerman will educate us about Missouri River’s history and the influence its had on state and federal entities.

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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

Break

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

Break

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

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Sunday, August 27, 2023

Location: Hampton Inn

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

CaseCAT training with Cindi Lynch

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